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 562 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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
43,211
shares
|
$2.77 Million
0.04% of portfolio
|
Q1 2025
Added 30.64%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
42,891
shares
|
$2.75 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
May 15, 2025 Q1 2025 |
38,998
shares
|
$2.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.41%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
38,916
shares
|
$2.49 Million
0.01% of portfolio
|
Q1 2025
Added 35.97%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
38,783
shares
|
$2.48 Million
0.25% of portfolio
|
Q1 2025
Added 185.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
38,677
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
38,110
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
37,916
shares
|
$2.43 Million
0.14% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
37,522
shares
|
$2.4 Million
0.09% of portfolio
|
Q2 2022
Added 27.63%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
37,494
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
37,320
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
37,231
shares
|
$2.39 Million
0.1% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
36,839
shares
|
$2.36 Million
0.01% of portfolio
|
Q2 2023
Reduced 28.12%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
36,784
shares
|
$2.36 Million
1.09% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
36,674
shares
|
$2.35 Million
0.01% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
36,039
shares
|
$2.31 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
36,030
shares
|
$2.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
35,517
shares
|
$2.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
35,425
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2025
Added 40.3%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
34,249
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
33,271
shares
|
$2.13 Million
0.39% of portfolio
|
Q3 2024
Added 143.67%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
31,561
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
31,483
shares
|
$2.02 Million
1.07% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
31,372
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
31,196
shares
|
$2 Million
0.17% of portfolio
|
Q1 2025
Added 120.26%
|