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 |
|---|---|---|---|---|---|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$1.37 Million
0.06% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
19,950
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2025
Added 21.04%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
19,494
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.79%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
19,354
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
18,862
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2022
Reduced 2.96%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Jul 25, 2025 Q2 2025 |
18,851
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
18,636
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
18,583
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
18,334
shares
|
$1.25 Million
0.28% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
17,973
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
17,915
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
17,627
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
17,591
shares
|
$1.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
17,389
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 45.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
17,195
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
17,151
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Added 107.64%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
17,150
shares
|
$1.17 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
17,122
shares
|
$1.17 Million
0.2% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
16,604
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
16,540
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
16,531
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
16,160
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
15,898
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
15,736
shares
|
$1.08 Million
0.23% of portfolio
|
Q2 2025
Added 24.19%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
15,723
shares
|
$1.07 Million
0.11% of portfolio
|
Q2 2025
Reduced 12.83%
|