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 478 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
37,094
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2024
Added 19.51%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
37,087
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
36,839
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2023
Reduced 28.12%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
35,796
shares
|
$1.74 Million
0.1% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
35,417
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
34,398
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
34,025
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
33,271
shares
|
$1.62 Million
0.39% of portfolio
|
Q3 2024
Added 143.67%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
33,176
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,170
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
33,102
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2024
Added 21.53%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
32,815
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
31,366
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
30,586
shares
|
$1.49 Million
0.19% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
30,417
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 24.87%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
30,015
shares
|
$1.46 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
29,536
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Ativo Capital Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
28,673
shares
|
$1.39 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
28,316
shares
|
$1.38 Million
0.77% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
27,507
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.22%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
27,200
shares
|
$1.32 Million
0.45% of portfolio
|
Q3 2017
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
27,190
shares
|
$1.32 Million
0.06% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
26,815
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
26,801
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
26,725
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 11.62%
|