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 563 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 $4.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
31,151
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Added 25.96%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
30,586
shares
|
$1.95 Million
0.27% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
28,619
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
27,929
shares
|
$1.78 Million
0.07% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
27,908
shares
|
$1.77 Million
0.01% of portfolio
|
Q1 2025
Reduced 54.71%
|
|
|
Ativo Capital Management LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
27,865
shares
|
$1.77 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
27,581
shares
|
$1.75 Million
1.0% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
27,241
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
27,237
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
27,200
shares
|
$1.73 Million
0.45% of portfolio
|
Q3 2017
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
27,064
shares
|
$1.72 Million
0.06% of portfolio
|
Q1 2025
Added 16.62%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
26,706
shares
|
$1.7 Million
0.08% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
26,488
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
25,804
shares
|
$1.64 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
25,691
shares
|
$1.63 Million
0.16% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Price Capital Management, Inc.
Lafayette, LA |
May 06, 2025 Q1 2025 |
25,240
shares
|
$1.61 Million
3.66% of portfolio
|
Q1 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
24,843
shares
|
$1.58 Million
0.12% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
24,543
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
24,001
shares
|
$1.53 Million
0.08% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
23,957
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Added 32.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,830
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
23,718
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 254.16%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
23,432
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
23,418
shares
|
$1.49 Million
0.65% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
23,327
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 174.47%
|