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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
45,194
shares
|
$3.01 Million
0.03% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
44,246
shares
|
$2.94 Million
0.05% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
42,600
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
42,179
shares
|
$2.81 Million
0.01% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
Castleark Management LLC
Chicago, IL |
Aug 15, 2025 Q2 2025 |
42,100
shares
|
$2.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Aug 13, 2025 Q2 2025 |
39,036
shares
|
$2.6 Million
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
37,522
shares
|
$2.5 Million
0.09% of portfolio
|
Q2 2022
Added 27.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
37,298
shares
|
$2.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
37,231
shares
|
$2.48 Million
0.1% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
36,839
shares
|
$2.45 Million
0.01% of portfolio
|
Q2 2023
Reduced 28.12%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
36,784
shares
|
$2.45 Million
1.02% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
36,674
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
36,089
shares
|
$2.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
35,517
shares
|
$2.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
35,070
shares
|
$2.33 Million
0.07% of portfolio
|
Q2 2025
Reduced 21.9%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
34,921
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
34,788
shares
|
$2.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
34,000
shares
|
$2.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
33,271
shares
|
$2.21 Million
0.39% of portfolio
|
Q3 2024
Added 143.67%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
33,088
shares
|
$2.2 Million
1.08% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
32,167
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2025
Added 21.68%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
31,870
shares
|
$2.12 Million
0.01% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
31,473
shares
|
$2.09 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
31,196
shares
|
$2.08 Million
0.17% of portfolio
|
Q1 2025
Added 120.26%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,031
shares
|
$2.06 Million
0.02% of portfolio
|
Q2 2025
Added 11.19%
|