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 561 institutions that hold shares in the stock, with a total of 72 Million shares, which have been reported (via 13F filing form) to have a value of $4.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
310,347
shares
|
$19.9 Million
1.21% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
303,500
shares
|
$19.4 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
299,463
shares
|
$19.2 Million
0.0% of portfolio
|
Q1 2025
Added 14.68%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
298,706
shares
|
$19.1 Million
0.02% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
295,890
shares
|
$19 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.55%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
274,374
shares
|
$17.6 Million
0.11% of portfolio
|
Q1 2025
Added 22.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
273,750
shares
|
$17.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
267,522
shares
|
$17.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
233,650
shares
|
$15 Million
0.01% of portfolio
|
Q1 2025
Added 52.2%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
228,266
shares
|
$14.6 Million
0.9% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
218,945
shares
|
$14 Million
0.02% of portfolio
|
Q1 2025
Added 33.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
208,724
shares
|
$13.4 Million
0.03% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
201,536
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
192,462
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
Added 88.31%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
182,108
shares
|
$11.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
May 12, 2025 Q1 2025 |
181,718
shares
|
$11.6 Million
0.02% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Promethos Capital, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
180,964
shares
|
$11.6 Million
3.82% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
Gunderson Capital Management Inc.
|
Apr 09, 2025 Q1 2025 |
179,124
shares
|
$11.5 Million
6.77% of portfolio
|
Q1 2025
New holding
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
170,752
shares
|
$10.9 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
166,918
shares
|
$10.7 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
165,197
shares
|
$10.6 Million
0.04% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
137,797
shares
|
$8.83 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
132,906
shares
|
$8.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
130,850
shares
|
$8.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
130,832
shares
|
$8.38 Million
2.11% of portfolio
|
Q3 2024
Added 7.65%
|