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 |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
204
shares
|
$13,947
0.0% of portfolio
|
Q4 2024
Reduced 35.85%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
203
shares
|
$13,879
0.0% of portfolio
|
Q1 2025
Reduced 12.12%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
200
shares
|
$13,674
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
200
shares
|
$13,674
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
200
shares
|
$13,674
0.0% of portfolio
|
Q2 2025
Reduced 77.78%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
200
shares
|
$13,674
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
192
shares
|
$13,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
191
shares
|
$13,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
189
shares
|
$12,921
0.0% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
189
shares
|
$12,921
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
180
shares
|
$12,306
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
180
shares
|
$12,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
176
shares
|
$12,033
0.0% of portfolio
|
Q2 2025
Added 417.65%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
173
shares
|
$11,828
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
169
shares
|
$11,554
0.0% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
168
shares
|
$11,486
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
163
shares
|
$11,144
0.0% of portfolio
|
Q1 2022
Reduced 5.23%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
163
shares
|
$11,144
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
158
shares
|
$10,802
0.0% of portfolio
|
Q2 2024
Reduced 78.96%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
156
shares
|
$10,665
0.0% of portfolio
|
Q2 2025
Reduced 97.44%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
155
shares
|
$10,597
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
152
shares
|
$10,392
0.0% of portfolio
|
Q2 2025
Added 35.71%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
150
shares
|
$10,255
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
150
shares
|
$10,255
0.0% of portfolio
|
Q1 2022
Reduced 27.88%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
148
shares
|
$10,118
0.0% of portfolio
|
Q1 2022
Reduced 50.17%
|