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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
144
shares
|
$9,845
0.01% of portfolio
|
Q4 2024
Added 227.27%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
144
shares
|
$9,845
0.01% of portfolio
|
Q4 2024
Added 227.27%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
143
shares
|
$9,776
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
136
shares
|
$9,298
0.0% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
135
shares
|
$9,229
0.0% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
120
shares
|
$8,204
0.0% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
118
shares
|
$8,067
0.0% of portfolio
|
Q2 2025
Added 257.58%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
112
shares
|
$7,657
0.0% of portfolio
|
Q4 2022
Reduced 26.32%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
108
shares
|
$7,383
0.0% of portfolio
|
Q1 2024
Reduced 43.46%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
105
shares
|
$7,178
0.0% of portfolio
|
Q3 2022
Reduced 66.35%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
100
shares
|
$6,837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
100
shares
|
$6,837
0.0% of portfolio
|
Q1 2023
Added 2500.0%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
100
shares
|
$6,837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
100
shares
|
$6,837
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
100
shares
|
$6,837
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
98
shares
|
$6,700
0.0% of portfolio
|
Q2 2025
Added 188.24%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
98
shares
|
$6,700
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
95
shares
|
$6,495
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
93
shares
|
$6,358
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
90
shares
|
$6,153
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
90
shares
|
$6,153
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
84
shares
|
$5,743
0.0% of portfolio
|
Q2 2025
Reduced 38.24%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
83
shares
|
$5,674
0.0% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
79
shares
|
$5,401
0.0% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
79
shares
|
$5,401
0.0% of portfolio
|
Q2 2025
New holding
|