HSBC Holdings PLC
HSBC- Exchange
- NYSE
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001089113
No open-market purchases or sales by HSBC Holdings PLC insiders were filed in the last 90 days; 713 institutions reported holding it in 13F filings for Q2 2026, worth $8.00B in total; no superinvestor holds it.
Other share classesHBCYF
13F holders, Q1 2025
Institutional positions in HSBC Holdings PLC as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 507
- +49 vs. Q4 2024
- Shares held
- 74.9M
- +21.0M (+38.9%) vs. Q4 2024
- Total value
- $4.30B
- +$1.63B (+61.3%) vs. Q4 2024
- New holders
- 85
- 193 more added
- Sold out
- 36
- 133 more reduced
8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HSBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 713 | $8.00B |
| Q1 2026 | 646 | $6.97B |
| Q4 2025 | 617 | $6.53B |
| Q3 2025 | 555 | $5.64B |
| Q2 2025 | 513 | $4.68B |
| Q1 2025 | 507 | $4.30B |
| Q4 2024 | 466 | $2.67B |
| Q3 2024 | 425 | $2.37B |
| Q2 2024 | 419 | $2.36B |
| Q1 2024 | 411 | $2.10B |
| Q4 2023 | 412 | $2.27B |
| Q3 2023 | 375 | $2.31B |
| Q2 2023 | 365 | $2.35B |
| Q1 2023 | 338 | $1.93B |
| Q4 2022 | 316 | $1.67B |
| Q3 2022 | 289 | $1.40B |
| Q2 2022 | 292 | $1.72B |
| Q1 2022 | 297 | $1.70B |
| Q4 2021 | 284 | $1.44B |
| Q3 2021 | 263 | $1.29B |
| Q2 2021 | 262 | $1.52B |
| Q1 2021 | 263 | $1.48B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 15,612,574 | $896.6M | 0.39% | +15,612,574 | New |
| Dimensional Fund Advisors LP | 10,386,228 | $596.5M | 0.15% | −246,104−2.3% | Reduced |
| Morgan Stanley | 6,491,747 | $372.8M | 0.03% | −19,360−0.3% | Reduced |
| Goldman Sachs Group Inc | 4,726,420 | $271.4M | 0.05% | +53,072+1.1% | Added |
| FMR LLC | 3,089,722 | $177.4M | 0.01% | +206,484+7.2% | Added |
| Sanders Capital, LLC | 2,968,720 | $170.5M | 0.25% | −12,400−0.4% | Reduced |
| BlackRock, Inc. | 2,889,751 | $166.0M | 0.00% | +268,303+10.2% | Added |
| Northern Trust Corp | 2,873,096 | $165.0M | 0.02% | +91,789+3.3% | Added |
| Bank of America Corp | 2,486,439 | $142.8M | 0.01% | −551,408−18.2% | Reduced |
| Contrarian Capital Management, L.L.C. | 1,265,656 | $72.7M | 18.67% | +1,024,780+425.4% | Added |
| UBS Group AG | 1,170,701 | $67.2M | 0.01% | +384,371+48.9% | Added |
| Royal Bank of Canada | 1,047,447 | $60.2M | 0.01% | +136,715+15.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,038,403 | $59.6M | 0.05% | +957,571+1,184.6% | Added |
| American Century Companies Inc | 1,022,231 | $58.7M | 0.04% | +85,166+9.1% | Added |
| First Trust Advisors LP | 806,129 | $46.3M | 0.04% | +753,849+1,441.9% | Added |
| Cookson Peirce & Co Inc | 663,755 | $38.1M | 1.92% | −14,671−2.2% | Reduced |
| Crossmark Global Holdings, Inc. | 494,624 | $28.4M | 0.50% | −20,018−3.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 481,832 | $27.7M | 0.22% | +79,872+19.9% | Added |
| Renaissance Technologies LLC | 394,622 | $22.7M | 0.03% | +278,607+240.1% | Added |
| Natixis Advisors, L.P. | 392,559 | $22.5M | 0.04% | −2,791−0.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 387,953 | $22.3M | 0.10% | +341,187+729.6% | Added |
| Millennium Management LLC | 387,408 | $22.2M | 0.02% | +375,527+3,160.7% | Added |
| QRG Capital Management, Inc. | 366,245 | $21.0M | 0.22% | +19,584+5.6% | Added |
| Raymond James Financial Inc | 333,978 | $19.2M | 0.01% | −26,214−7.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 326,076 | $18.7M | 0.06% | +28,668+9.6% | Added |
| Meritage Portfolio Management | 310,347 | $17.8M | 1.18% | −8,478−2.7% | Reduced |
| 1832 Asset Management L.P. | 303,500 | $17.4M | 0.03% | +303,500 | New |
| Charles Schwab Investment Management Inc | 299,463 | $17.2M | 0.00% | +38,328+14.7% | Added |
| Creative Planning | 298,706 | $17.2M | 0.02% | +30,509+11.4% | Added |
| Franklin Resources Inc | 295,890 | $17.0M | 0.00% | −101,518−25.5% | Reduced |
| Bank of New York Mellon Corp | 277,429 | $15.9M | 0.00% | −70,136−20.2% | Reduced |
| Quantinno Capital Management LP | 274,374 | $15.8M | 0.10% | +50,488+22.6% | Added |
| Wells Fargo & Company | 273,750 | $15.7M | 0.00% | −16,137−5.6% | Reduced |
| Qube Research & Technologies Ltd | 267,522 | $15.4M | 0.02% | −8,514−3.1% | Reduced |
| LPL Financial LLC | 233,650 | $13.4M | 0.01% | +80,132+52.2% | Added |
| Janney Capital Management LLC | 232,499 | $13.4M | 0.92% | +44,348+23.6% | Added |
| HighTower Advisors, LLC | 218,945 | $12.6M | 0.02% | +54,966+33.5% | Added |
| Mercer Global Advisors Inc | 208,724 | $12.0M | 0.03% | +24,981+13.6% | Added |
| Ameriprise Financial Inc | 201,536 | $11.7M | 0.00% | +31,826+18.8% | Added |
| JPMorgan Chase & Co | 192,462 | $11.1M | 0.00% | +90,255+88.3% | Added |
| Mariner, LLC | 182,108 | $10.5M | 0.02% | −4,877−2.6% | Reduced |
| GQG Partners LLC | 181,718 | $10.4M | 0.02% | +8,805+5.1% | Added |
| Promethos Capital, LLC | 180,964 | $10.4M | 3.82% | +20,711+12.9% | Added |
| Gunderson Capital Management Inc. | 179,124 | $10.3M | 6.62% | +179,124 | New |
| Ethic Inc. | 170,752 | $9.78M | 0.20% | −3,787−2.2% | Reduced |
| American Assets Investment Management, LLC | 166,918 | $9.59M | 0.84% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 165,197 | $9.55M | 0.04% | +1,387+0.8% | Added |
| Ritholtz Wealth Management | 137,797 | $7.91M | 0.24% | −3,311−2.3% | Reduced |
| Stifel Financial Corp | 132,906 | $7.63M | 0.01% | −3,457−2.5% | Reduced |
| CWM, LLC | 130,850 | $7.51M | 0.03% | −9,530−6.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 120,305 | $6.91M | 0.22% | −26,927−18.3% | Reduced |
| Citadel Advisors LLC | 117,616 | $6.75M | 0.01% | −194,843−62.4% | Reduced |
| M&T Bank Corp | 117,004 | $6.72M | 0.02% | +1,550+1.3% | Added |
| Quadrant Capital Group LLC | 116,034 | $6.67M | 0.25% | +80,828+229.6% | Added |
| BNP Paribas Arbitrage, SA | 115,735 | $6.65M | 0.01% | +21,806+23.2% | Added |
| SEI Investments Co | 115,202 | $6.62M | 0.01% | +8,664+8.1% | Added |
| US Bancorp | 110,682 | $6.36M | 0.01% | +1,333+1.2% | Added |
| JustInvest LLC | 108,707 | $6.24M | 0.09% | +12,028+12.4% | Added |
| Hennessy Advisors Inc | 108,100 | $6.21M | 0.21% | −17,100−13.7% | Reduced |
| Manatuck Hill Partners, LLC | 107,448 | $6.17M | 2.84% | 00.0% | Unchanged |
| AQR Capital Management LLC | 99,949 | $5.74M | 0.01% | +30,377+43.7% | Added |
| Cerity Partners LLC | 95,768 | $5.50M | 0.01% | +17,321+22.1% | Added |
| Susquehanna International Group, LLP | 93,481 | $5.37M | 0.01% | +71,738+329.9% | Added |
| Two Sigma Advisers, LP | 92,500 | $5.31M | 0.01% | +34,400+59.2% | Added |
| XTX Topco Ltd | 90,285 | $5.19M | 0.27% | +53,489+145.4% | Added |
| Naviter Wealth, LLC | 81,514 | $4.85M | 0.59% | +436+0.5% | Added |
| Castleark Management LLC | 84,200 | $4.84M | 0.17% | +84,200 | New |
| Truist Financial Corp | 83,927 | $4.82M | 0.01% | +51,251+156.8% | Added |
| Envestnet Asset Management Inc | 83,815 | $4.81M | 0.00% | −109,303−56.6% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 79,616 | $4.57M | 0.43% | −49,877−38.5% | Reduced |
| Bank of Montreal | 76,075 | $4.37M | 0.00% | +4,035+5.6% | Added |
| Caas Capital Management LP | 73,529 | $4.22M | 2.00% | +4,492+6.5% | Added |
| SIH Partners, LLLP | 69,098 | $3.97M | 0.35% | +36,373+111.1% | Added |
| Vident Advisory, LLC | 68,559 | $3.94M | 0.06% | +5,472+8.7% | Added |
| Jain Global LLC | 67,261 | $3.86M | 0.08% | +42,547+172.2% | Added |
| Northwestern Mutual Wealth Management Co | 63,511 | $3.65M | 0.00% | +12,731+25.1% | Added |
| Old Port Advisors | 63,098 | $3.62M | 1.08% | −951−1.5% | Reduced |
| Catalyst Capital Advisors LLC | 60,480 | $3.47M | 0.07% | −4,325−6.7% | Reduced |
| Janney Montgomery Scott LLC | 60,401 | $3.47M | 0.01% | +11,463+23.4% | Added |
| PEAK6 LLC | 59,778 | $3.43M | 0.13% | +59,778 | New |
| MML Investors Services, LLC | 59,734 | $3.43M | 0.01% | +1,148+2.0% | Added |
| Signaturefd, LLC | 58,730 | $3.37M | 0.06% | +2,367+4.2% | Added |
| CAPROCK Group, Inc. | 55,939 | $3.31M | 0.10% | +6,874+14.0% | Added |
| Americana Partners, LLC | 57,083 | $3.28M | 0.13% | +10,460+22.4% | Added |
| Atomi Financial Group, Inc. | 56,674 | $3.25M | 0.15% | +16,082+39.6% | Added |
| Commonwealth Equity Services, LLC | 56,601 | $3.25M | 0.00% | +275+0.5% | Added |
| Sequoia Financial Advisors, LLC | 55,785 | $3.20M | 0.02% | +970+1.8% | Added |
| Capital Fund Management S.A. | 55,145 | $3.17M | 0.04% | −6,713−10.9% | Reduced |
| The PNC Financial Services Group, Inc. | 53,414 | $3.07M | 0.00% | +5,431+11.3% | Added |
| Stamos Capital Partners, L.P. | 51,311 | $2.95M | 0.77% | −45,169−46.8% | Reduced |
| Abc Arbitrage SA | 50,669 | $2.91M | 0.54% | +46,559+1,132.8% | Added |
| Neuberger Berman Group LLC | 47,379 | $2.72M | 0.00% | +6,884+17.0% | Added |
| TrueMark Investments, LLC | 45,544 | $2.62M | 0.69% | +45,544 | New |
| Brinker Capital Investments, LLC | 45,194 | $2.60M | 0.03% | +3,261+7.8% | Added |
| Orion Portfolio Solutions, LLC | 45,194 | $2.60M | 0.03% | +3,261+7.8% | Added |
| Arkadios Wealth Advisors | 44,903 | $2.58M | 0.10% | +44,903 | New |
| Forum Financial Management, LP | 43,317 | $2.49M | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 43,211 | $2.48M | 0.04% | +10,135+30.6% | Added |
| Yousif Capital Management, LLC | 42,891 | $2.46M | 0.03% | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 38,998 | $2.24M | 0.02% | −8,219−17.4% | Reduced |