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 $4.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Limestone Investment Advisors LP
New York, NY |
Aug 14, 2025 Q2 2025 |
69,037
shares
|
$4.59 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
63,221
shares
|
$4.21 Million
0.0% of portfolio
|
Q2 2025
Added 33.44%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
62,672
shares
|
$4.17 Million
0.14% of portfolio
|
Q2 2022
Added 10.38%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
62,213
shares
|
$4.14 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
60,838
shares
|
$4.05 Million
1.01% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
60,421
shares
|
$4.02 Million
0.14% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
60,218
shares
|
$4.01 Million
0.69% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
59,484
shares
|
$3.96 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
59,218
shares
|
$3.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
59,106
shares
|
$3.93 Million
0.07% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
57,805
shares
|
$3.85 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
57,628
shares
|
$3.83 Million
0.0% of portfolio
|
Q2 2025
Added 352.91%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
56,459
shares
|
$3.76 Million
0.02% of portfolio
|
Q2 2025
Added 353.27%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
55,939
shares
|
$3.72 Million
0.1% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
55,054
shares
|
$3.66 Million
0.0% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
54,952
shares
|
$3.66 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
53,870
shares
|
$3.58 Million
0.71% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
51,976
shares
|
$3.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
50,351
shares
|
$3.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 58.15%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
49,237
shares
|
$3.28 Million
0.03% of portfolio
|
Q2 2025
Added 914.15%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
47,816
shares
|
$3.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
46,718
shares
|
$3.11 Million
0.01% of portfolio
|
Q2 2025
Added 20.05%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
46,695
shares
|
$3.11 Million
0.0% of portfolio
|
Q2 2025
Added 31.81%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
46,516
shares
|
$3.09 Million
0.04% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
46,031
shares
|
$3.06 Million
0.03% of portfolio
|
Q2 2025
Added 7.32%
|