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 |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
15,464
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
15,261
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
15,064
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
14,767
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
14,704
shares
|
$1.01 Million
0.06% of portfolio
|
Q2 2025
Added 727.46%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
14,674
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Added 150.62%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
14,663
shares
|
$1 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
14,607
shares
|
$998,680
0.18% of portfolio
|
Q2 2025
Added 79.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
14,520
shares
|
$992,732
0.0% of portfolio
|
Q2 2025
Added 23.73%
|
|
|
Henry James International Management Inc.
|
Aug 14, 2025 Q2 2025 |
14,189
shares
|
$970,101
0.29% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
14,032
shares
|
$959,367
0.05% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
14,005
shares
|
$957,521
0.13% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
13,927
shares
|
$952,188
0.05% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,901
shares
|
$950,411
0.0% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
13,872
shares
|
$948,428
0.03% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
13,704
shares
|
$936,942
0.02% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Aug 08, 2025 Q2 2025 |
13,545
shares
|
$926,071
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
13,495
shares
|
$922,653
0.01% of portfolio
|
Q2 2025
Added 34.08%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
13,456
shares
|
$919,986
0.04% of portfolio
|
Q2 2025
Reduced 85.1%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
13,327
shares
|
$911,166
0.03% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Aug 12, 2025 Q2 2025 |
12,845
shares
|
$878,212
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
12,837
shares
|
$877,665
0.0% of portfolio
|
Q2 2025
Reduced 96.69%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
12,808
shares
|
$875,682
0.17% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
12,496
shares
|
$854,351
0.07% of portfolio
|
Q2 2025
Added 115.52%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
12,336
shares
|
$843,412
0.21% of portfolio
|
Q1 2025
Added 0.03%
|