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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2025: 507 institutions
Q1 2021: 263 institutionsQ2 2021: 262 institutionsQ3 2021: 263 institutionsQ4 2021: 284 institutionsQ1 2022: 297 institutionsQ2 2022: 292 institutionsQ3 2022: 289 institutionsQ4 2022: 316 institutionsQ1 2023: 338 institutionsQ2 2023: 365 institutionsQ3 2023: 375 institutionsQ4 2023: 412 institutionsQ1 2024: 411 institutionsQ2 2024: 419 institutionsQ3 2024: 425 institutionsQ4 2024: 466 institutionsQ1 2025: 507 institutionsQ2 2025: 513 institutionsQ3 2025: 555 institutionsQ4 2025: 617 institutionsQ1 2026: 646 institutionsQ2 2026: 713 institutions
Value heldQ1 2025: $4.30B
Q1 2021: $1.48BQ2 2021: $1.52BQ3 2021: $1.29BQ4 2021: $1.44BQ1 2022: $1.70BQ2 2022: $1.72BQ3 2022: $1.40BQ4 2022: $1.67BQ1 2023: $1.93BQ2 2023: $2.35BQ3 2023: $2.31BQ4 2023: $2.27BQ1 2024: $2.10BQ2 2024: $2.36BQ3 2024: $2.37BQ4 2024: $2.67BQ1 2025: $4.30BQ2 2025: $4.68BQ3 2025: $5.64BQ4 2025: $6.53BQ1 2026: $6.97BQ2 2026: $8.00B
Institutions holding HSBC and their total value by quarter
QuarterHoldersValue
Q2 2026713$8.00B
Q1 2026646$6.97B
Q4 2025617$6.53B
Q3 2025555$5.64B
Q2 2025513$4.68B
Q1 2025507$4.30B
Q4 2024466$2.67B
Q3 2024425$2.37B
Q2 2024419$2.36B
Q1 2024411$2.10B
Q4 2023412$2.27B
Q3 2023375$2.31B
Q2 2023365$2.35B
Q1 2023338$1.93B
Q4 2022316$1.67B
Q3 2022289$1.40B
Q2 2022292$1.72B
Q1 2022297$1.70B
Q4 2021284$1.44B
Q3 2021263$1.29B
Q2 2021262$1.52B
Q1 2021263$1.48B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q4 2024.

Institutions holding HSBC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rise Advisors, LLC2$1250.00%−935−99.8%Reduced
West Branch Capital LLC3$1870.00%00.0%Unchanged
Albion Financial Group4$2300.00%−361−98.9%Reduced
Halbert Hargrove Global Advisors, LLC6$3250.00%+6New
High Note Wealth, LLC15$8610.00%00.0%Unchanged
Bayforest Capital Ltd16$9190.00%+16New
Mattson Financial Services, LLC23$1.32K0.00%+23New
Nalls Sherbakoff Group, LLC25$1.44K0.00%+25New
Cullen/Frost Bankers, Inc.26$1.49K0.00%−50−65.8%Reduced
First Command Advisory Services, Inc.26$1.49K0.00%+26New
Abound Wealth Management27$1.55K0.00%−13−32.5%Reduced
Pacifica Partners Inc.30$1.60K0.00%+30New
Thurston, Springer, Miller, Herd & Titak, Inc.33$1.90K0.00%00.0%Unchanged
AXA S.A.33$1.90K0.00%00.0%Unchanged
ORG Partners LLC34$1.95K0.00%+34New
Bare Financial Services, Inc34$1.95K0.00%+34New
Key Financial Inc39$2.24K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.43$2.47K0.00%+43New
Financial Network Wealth Advisors LLC45$2.58K0.00%+45New
Clearstead Advisors, LLC46$2.64K0.00%+28+155.6%Added
Clean Yield Group48$2.76K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC50$2.87K0.00%00.0%Unchanged
LRI Investments, LLC51$2.92K0.00%00.0%Unchanged
WealthCollab, LLC52$2.99K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.51$3.00K0.00%00.0%Unchanged
Hollencrest Capital Management54$3.10K0.00%00.0%Unchanged
Continuum Advisory, LLC61$3.50K0.00%−55−47.4%Reduced
Caldwell Sutter Capital, Inc.69$3.96K0.00%−18−20.7%Reduced
Wiser Advisor Group LLC76$4.36K0.01%00.0%Unchanged
Archer Investment Corp76$4.36K0.00%00.0%Unchanged
Mather Group, LLC.79$4.54K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC79$4.54K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC81$4.68K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.85$4.88K0.00%+85New
GPS Wealth Strategies Group, LLC85$4.88K0.00%+85New
REAP Financial Group, LLC87$5.00K0.00%+86+8,600.0%Added
North Star Investment Management Corp.90$5.17K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.91$5.23K0.00%−38−29.5%Reduced
WPG Advisers, LLC93$5.34K0.00%00.0%Unchanged
Capital A Wealth Management, LLC98$5.63K0.01%00.0%Unchanged
Chesapeake Asset Management LLC100$5.74K0.01%00.0%Unchanged
Asset Dedication, LLC100$5.74K0.00%00.0%Unchanged
Hoey Investments, Inc100$5.74K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC100$5.74K0.00%00.0%Unchanged
Main Street Group, LTD100$5.74K0.00%00.0%Unchanged
Raffa Wealth Management, LLC105$6.03K0.00%−159−60.2%Reduced
Binnacle Investments Inc111$6.38K0.00%+111New
First Horizon Advisors, Inc.112$6.48K0.00%+47+72.3%Added
Golden State Wealth Management, LLC115$6.63K0.00%00.0%Unchanged
Dunhill Financial, LLC121$6.95K0.00%00.0%Unchanged
PrairieView Partners, LLC135$7.00K0.00%−11−7.5%Reduced
CoreCap Advisors, LLC130$7.47K0.00%−459−77.9%Reduced
Sound Income Strategies, LLC136$7.80K0.00%+53+63.9%Added
Financial Connections Group, Inc.143$8.00K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC144$8.27K0.01%00.0%Unchanged
Duncker Streett & Co Inc148$8.50K0.00%00.0%Unchanged
DB Fitzpatrick & Co, Inc150$8.62K0.01%+150New
CVA Family Office, LLC154$8.84K0.00%00.0%Unchanged
Logan Capital Management Inc155$8.90K0.00%00.0%Unchanged
Rakuten Securities, Inc.156$8.96K0.00%+154+7,700.0%Added
HHM Wealth Advisors, LLC158$9.07K0.00%00.0%Unchanged
Center for Financial Planning, Inc.163$9.36K0.00%00.0%Unchanged
Truvestments Capital LLC165$9.48K0.00%+165New
Fortitude Family Office, LLC169$9.71K0.00%00.0%Unchanged
NewSquare Capital LLC171$9.82K0.00%+99+137.5%Added
Private Trust Co NA171$9.82K0.00%+171New
Smallwood Wealth Investment Management, LLC173$9.94K0.01%+173New
Roxbury Financial LLC168$10.1K0.01%00.0%Unchanged
Sandy Spring Bank180$10.3K0.00%00.0%Unchanged
Creative Financial Designs Inc191$11.0K0.00%+191New
Valley National Advisers Inc200$11.0K0.00%−100−33.3%Reduced
BankPlus Trust Department192$11.0K0.00%00.0%Unchanged
Valued Wealth Advisors LLC189$11.2K0.01%00.0%Unchanged
Bell Investment Advisors, Inc199$11.4K0.00%+29+17.1%Added
Costello Asset Management, INC200$11.5K0.00%+200New
Federated Hermes, Inc.203$11.7K0.00%−28−12.1%Reduced
Zions Bancorporation, National Association204$11.7K0.00%+204New
CX Institutional205$12.0K0.00%+205New
City Holding Co222$12.7K0.00%+222New
South State Corp.223$12.8K0.00%+223New
TD Private Client Wealth LLC230$13.2K0.00%+44+23.7%Added
Cape Investment Advisory, Inc.236$13.6K0.01%−67−22.1%Reduced
Bartlett & Co. Wealth Management LLC254$15.0K0.00%00.0%Unchanged
UMA Financial Services, Inc.263$15.1K0.00%+19+7.8%Added
Robinswood Financial LLC266$15.3K0.01%+266New
Cornerstone Planning Group LLC282$15.8K0.00%+22+8.5%Added
Arlington Trust Co LLC335$19.2K0.00%00.0%Unchanged
Global Financial Private Client, LLC336$19.3K0.01%00.0%Unchanged
Harbour Investments, Inc.361$20.7K0.00%+85+30.8%Added
Highline Wealth Partners LLC386$22.2K0.01%+153+65.7%Added
MRP Capital Investments, LLC400$23.0K0.02%00.0%Unchanged
Inlight Wealth Management, LLC400$23.0K0.01%+400New
Ramirez Asset Management, Inc.412$23.7K0.00%−120,486−99.7%Reduced
Frazier Financial Advisors, LLC415$23.8K0.02%−33−7.4%Reduced
Tortoise Investment Management, LLC418$24.0K0.00%00.0%Unchanged
Silicon Valley Capital Partners443$25.6K0.00%00.0%Unchanged
GW&K Investment Management, LLC499$29.0K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC512$29.4K0.01%00.0%Unchanged
Accent Capital Management, LLC500$29.6K0.02%00.0%Unchanged
Smithfield Trust Co500$30.0K0.00%00.0%Unchanged