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 |
|---|---|---|---|---|---|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
18,037
shares
|
$1.15 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
17,915
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
May 02, 2025 Q1 2025 |
17,777
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
17,736
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.76%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
17,709
shares
|
$1.13 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
17,627
shares
|
$1.12 Million
0.09% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
17,492
shares
|
$1.11 Million
0.07% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
17,195
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
17,094
shares
|
$1.09 Million
0.1% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
17,084
shares
|
$1.09 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
16,869
shares
|
$1.07 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
16,788
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
16,717
shares
|
$1.06 Million
0.06% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
16,699
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
16,482
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Added 27.26%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
16,364
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 54.02%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
16,317
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
16,129
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 102.85%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
16,106
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Added 28.2%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
15,751
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
15,693
shares
|
$998,074
0.01% of portfolio
|
Q1 2025
Reduced 43.79%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
15,334
shares
|
$975,242
0.07% of portfolio
|
Q4 2024
Reduced 74.68%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
15,301
shares
|
$973,143
0.07% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
15,142
shares
|
$963,031
0.08% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
15,118
shares
|
$961,504
0.0% of portfolio
|
Q1 2025
Reduced 63.67%
|