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 $5.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
24,980
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
24,496
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
24,279
shares
|
$1.66 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
23,851
shares
|
$1.63 Million
0.05% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,830
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
23,796
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Added 402.24%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
23,745
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
23,559
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
23,499
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
23,452
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2025
Added 100.55%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
23,418
shares
|
$1.6 Million
0.65% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
23,000
shares
|
$1.57 Million
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
22,950
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
22,850
shares
|
$1.56 Million
0.35% of portfolio
|
Q2 2025
Added 94.63%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
22,818
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Added 44.87%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
22,776
shares
|
$1.56 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
22,700
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
22,543
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
22,338
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
21,829
shares
|
$1.49 Million
0.07% of portfolio
|
Q2 2025
Added 35.53%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
21,723
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
21,314
shares
|
$1.46 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
20,349
shares
|
$1.39 Million
0.05% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
20,337
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 53.31%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Aug 14, 2025 Q2 2025 |
20,300
shares
|
$1.39 Million
0.94% of portfolio
|
Q4 2024
New holding
|