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 526 institutions that hold shares in the stock, with a total of 51.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
54,815
shares
|
$3.17 Million
0.02% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
52,280
shares
|
$3.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
50,780
shares
|
$2.93 Million
0.0% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
49,065
shares
|
$2.83 Million
0.08% of portfolio
|
Q4 2024
Added 24.01%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
48,938
shares
|
$2.83 Million
0.01% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
48,200
shares
|
$2.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
47,983
shares
|
$2.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Feb 10, 2025 Q4 2024 |
47,217
shares
|
$2.73 Million
0.03% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
46,766
shares
|
$2.7 Million
0.01% of portfolio
|
Q4 2024
Added 194.11%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
46,623
shares
|
$2.69 Million
0.1% of portfolio
|
Q4 2024
Added 140.37%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
43,317
shares
|
$2.5 Million
0.04% of portfolio
|
Q4 2024
Added 61.62%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
43,210
shares
|
$2.5 Million
0.0% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
42,891
shares
|
$2.48 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
41,933
shares
|
$2.42 Million
0.02% of portfolio
|
Q4 2024
Added 23.24%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
41,015
shares
|
$2.37 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
40,592
shares
|
$2.34 Million
0.1% of portfolio
|
Q4 2024
Added 22.63%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
40,495
shares
|
$2.34 Million
0.0% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
40,161
shares
|
$2.32 Million
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
39,343
shares
|
$2.27 Million
0.97% of portfolio
|
Q3 2024
Added 26.56%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
39,116
shares
|
$2.26 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
38,950
shares
|
$2.25 Million
0.0% of portfolio
|
Q4 2024
Added 13.23%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
37,522
shares
|
$2.17 Million
0.09% of portfolio
|
Q2 2022
Added 27.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
36,839
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2023
Reduced 28.12%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
36,796
shares
|
$2.13 Million
0.16% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
36,242
shares
|
$2.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.3%
|