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 |
|---|---|---|---|---|---|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
68,559
shares
|
$4.39 Million
0.06% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
67,261
shares
|
$4.31 Million
0.05% of portfolio
|
Q1 2025
Added 172.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
63,511
shares
|
$4.07 Million
0.0% of portfolio
|
Q1 2025
Added 25.07%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
62,672
shares
|
$4.01 Million
0.14% of portfolio
|
Q2 2022
Added 10.38%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
61,172
shares
|
$3.92 Million
0.15% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
60,838
shares
|
$3.9 Million
1.01% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
60,480
shares
|
$3.87 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
59,778
shares
|
$3.83 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
59,734
shares
|
$3.83 Million
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
59,106
shares
|
$3.79 Million
0.07% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
57,083
shares
|
$3.66 Million
0.14% of portfolio
|
Q1 2025
Added 22.44%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
56,674
shares
|
$3.63 Million
0.15% of portfolio
|
Q1 2025
Added 39.62%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
56,601
shares
|
$3.63 Million
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
55,939
shares
|
$3.58 Million
0.1% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
55,785
shares
|
$3.57 Million
0.03% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
55,145
shares
|
$3.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
53,414
shares
|
$3.42 Million
0.0% of portfolio
|
Q1 2025
Added 11.32%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
51,311
shares
|
$3.29 Million
0.81% of portfolio
|
Q1 2025
Reduced 46.82%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
May 09, 2025 Q1 2025 |
50,669
shares
|
$3.25 Million
0.54% of portfolio
|
Q1 2025
Added 1132.82%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
47,816
shares
|
$3.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.84%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
47,379
shares
|
$3.04 Million
0.0% of portfolio
|
Q1 2025
Added 17.0%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
45,544
shares
|
$2.92 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
45,194
shares
|
$2.9 Million
0.03% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
44,903
shares
|
$2.88 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
43,317
shares
|
$2.77 Million
0.05% of portfolio
|
Q4 2024
Added 61.62%
|