Institutional Ownership Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC). We have compiled data on the 583 institutions that hold shares in the stock, with a total of 73.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
464
shares
|
$31,723
0.0% of portfolio
|
Q2 2025
Added 101.74%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
443
shares
|
$30,287
0.0% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
432
shares
|
$29,535
0.0% of portfolio
|
Q2 2025
Added 152.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
430
shares
|
$29,399
0.0% of portfolio
|
Q2 2025
Added 230.77%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
418
shares
|
$28,578
0.0% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
415
shares
|
$28,373
0.02% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
406
shares
|
$27,758
0.0% of portfolio
|
Q2 2025
Reduced 53.01%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
400
shares
|
$27,348
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
386
shares
|
$26,390
0.01% of portfolio
|
Q1 2025
Added 65.67%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
381
shares
|
$26,048
0.0% of portfolio
|
Q2 2025
Added 35.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
361
shares
|
$24,681
0.0% of portfolio
|
Q1 2025
Added 30.8%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
335
shares
|
$22,903
0.0% of portfolio
|
Q1 2024
Reduced 11.61%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
323
shares
|
$22,083
0.01% of portfolio
|
Q2 2025
Added 36.86%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
321
shares
|
$21,946
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
276
shares
|
$18,870
0.0% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
275
shares
|
$18,801
0.01% of portfolio
|
Q2 2025
Added 83.33%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
254
shares
|
$17,365
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
254
shares
|
$17,365
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
247
shares
|
$16,887
0.0% of portfolio
|
Q3 2024
Reduced 19.02%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
246
shares
|
$16,819
0.01% of portfolio
|
Q2 2025
Added 121.62%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
233
shares
|
$15,930
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
223
shares
|
$15,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
219
shares
|
$14,973
0.0% of portfolio
|
Q2 2025
Reduced 63.74%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
214
shares
|
$14,631
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
205
shares
|
$14,015
0.0% of portfolio
|
Q1 2025
New holding
|