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 |
|---|---|---|---|---|---|
| Wayfinding Financial, LLC | 522 | $30.0K | 0.01% | +522 | New |
| Whittier Trust Co | 535 | $30.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 556 | $31.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 586 | $34.0K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 600 | $34.5K | 0.03% | +100+20.0% | Added |
| Whipplewood Advisors, LLC | 583 | $34.7K | 0.02% | −23−3.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 604 | $34.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 689 | $39.6K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 700 | $40.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 741 | $42.6K | 0.00% | +57+8.3% | Added |
| Garde Capital, Inc. | 750 | $43.1K | 0.00% | +750 | New |
| Elequin Capital LP | 772 | $44.3K | 0.01% | +570+282.2% | Added |
| Parkside Financial Bank & Trust | 783 | $45.0K | 0.01% | +417+113.9% | Added |
| Hanson & Doremus Investment Management | 809 | $46.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 868 | $49.8K | 0.01% | +14+1.6% | Added |
| Bessemer Group Inc | 864 | $50.0K | 0.00% | +292+51.0% | Added |
| Private Wealth Asset Management, LLC | 874 | $50.2K | 0.01% | +874 | New |
| Hantz Financial Services, Inc. | 884 | $51.0K | 0.00% | +884 | New |
| Clear Street Markets LLC | 900 | $51.7K | 0.04% | −800−47.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 907 | $52.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 936 | $53.8K | 0.00% | +105+12.6% | Added |
| Larson Financial Group LLC | 1,024 | $58.8K | 0.00% | +249+32.1% | Added |
| Ridgewood Investments LLC | 1,073 | $61.6K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,077 | $61.9K | 0.00% | +851+376.5% | Added |
| Bogart Wealth, LLC | 1,129 | $64.8K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,223 | $70.2K | 0.01% | +1,223 | New |
| Spire Wealth Management | 1,320 | $75.8K | 0.00% | +492+59.4% | Added |
| CIBC Private Wealth Group, LLC | 1,642 | $76.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,380 | $79.3K | 0.00% | +29+2.1% | Added |
| Umb Bank N A | 1,419 | $81.5K | 0.00% | −95−6.3% | Reduced |
| Huntington National Bank | 1,465 | $84.1K | 0.00% | −472−24.4% | Reduced |
| Sierra Ocean, LLC | 1,471 | $84.5K | 0.07% | −10−0.7% | Reduced |
| Bruce G. Allen Investments, LLC | 1,528 | $87.8K | 0.07% | −99−6.1% | Reduced |
| Ameriflex Group, Inc. | 1,641 | $94.2K | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,723 | $98.0K | 0.01% | +1,722+172,200.0% | Added |
| Allworth Financial LP | 1,824 | $101.6K | 0.00% | +364+24.9% | Added |
| SG Americas Securities, LLC | 1,810 | $104.0K | 0.00% | −5,188−74.1% | Reduced |
| Manchester Capital Management LLC | 1,817 | $104.4K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,832 | $105.2K | 0.01% | −126−6.4% | Reduced |
| Raiffeisen Bank International AG | 1,950 | $110.4K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 1,923 | $110.4K | 0.00% | +1,923 | New |
| Caitong International Asset Management Co., Ltd | 1,935 | $111.1K | 0.08% | +1,935 | New |
| Nisa Investment Advisors, LLC | 1,926 | $114.1K | 0.00% | +100+5.5% | Added |
| JCIC Asset Management Inc. | 2,022 | $116.1K | 0.05% | −90−4.3% | Reduced |
| GeoWealth Management, LLC | 2,140 | $122.9K | 0.00% | −1,139−34.7% | Reduced |
| JFS Wealth Advisors, LLC | 2,306 | $132.4K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,394 | $137.5K | 0.04% | +60+2.6% | Added |
| Rosenberg Matthew Hamilton | 2,446 | $140.5K | 0.04% | +101+4.3% | Added |
| Federation des caisses Desjardins du Quebec | 2,525 | $145.0K | 0.00% | −150−5.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,706 | $155.4K | 0.00% | +192+7.6% | Added |
| Principal Securities, Inc. | 3,536 | $174.9K | 0.00% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 3,080 | $175.3K | 0.07% | 00.0% | Unchanged |
| Ewa, LLC | 3,524 | $202.4K | 0.08% | +3,524 | New |
| Pensionmark Financial Group, LLC | 3,626 | $208.3K | 0.01% | +3,626 | New |
| Seed Wealth Management, Inc. | 3,630 | $208.5K | 0.17% | +3,630 | New |
| Argyle Capital Management Inc. | 3,650 | $209.6K | 0.08% | +3,650 | New |
| Samalin Investment Counsel, LLC | 3,657 | $210.0K | 0.09% | +3,657 | New |
| Wolf Group Capital Advisors | 3,812 | $218.9K | 0.07% | +3,812 | New |
| EverSource Wealth Advisors, LLC | 3,834 | $220.2K | 0.01% | +1,361+55.0% | Added |
| Buckingham Strategic Partners | 3,854 | $221.4K | 0.00% | +3,854 | New |
| D'Orazio & Associates, Inc. | 3,896 | $223.7K | 0.03% | +3,896 | New |
| First Citizens Bank & Trust Co | 3,907 | $224.4K | 0.01% | +3,907 | New |
| Tiaa Trust, National Association | 3,949 | $226.8K | 0.00% | −292−6.9% | Reduced |
| Kestra Private Wealth Services, LLC | 3,989 | $229.1K | 0.00% | +3,989 | New |
| Total Clarity Wealth Management, Inc. | 4,637 | $229.3K | 0.07% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 4,000 | $229.7K | 0.03% | +100+2.6% | Added |
| Weil Company, Inc. | 4,000 | $229.7K | 0.07% | +4,000 | New |
| Gryphon Financial Partners LLC | 4,005 | $230.0K | 0.03% | +4,005 | New |
| Centiva Capital, LP | 4,013 | $230.5K | 0.01% | +4,013 | New |
| WealthTrust Axiom LLC | 4,075 | $234.0K | 0.07% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,128 | $237.1K | 0.02% | +10+0.2% | Added |
| First Manhattan Co | 4,009 | $237.5K | 0.00% | +4,009 | New |
| New Republic Capital, LLC | 4,347 | $249.6K | 0.11% | −517−10.6% | Reduced |
| Texas Yale Capital Corp. | 4,350 | $249.8K | 0.01% | 00.0% | Unchanged |
| Sunpointe, LLC | 4,261 | $252.4K | 0.13% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 4,424 | $254.1K | 0.01% | +4,424 | New |
| Trust Point Inc. | 4,462 | $256.3K | 0.02% | −69−1.5% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,558 | $261.9K | 0.07% | −167−3.5% | Reduced |
| Flputnam Investment Management Co | 4,601 | $264.2K | 0.00% | −59−1.3% | Reduced |
| Cornerstone Wealth Management, LLC | 4,602 | $264.3K | 0.02% | −304−6.2% | Reduced |
| Werba Rubin Papier Wealth Management | 4,603 | $264.4K | 0.06% | −1,730−27.3% | Reduced |
| Perigon Wealth Management, LLC | 4,689 | $269.3K | 0.01% | −105−2.2% | Reduced |
| Legacy Capital Group California, Inc. | 4,716 | $270.8K | 0.09% | +138+3.0% | Added |
| Kovitz Investment Group Partners, LLC | 4,738 | $272.1K | 0.00% | +4,738 | New |
| Fiera Capital Corp | 4,756 | $273.1K | 0.00% | +4,756 | New |
| Canopy Partners, LLC | 4,760 | $273.4K | 0.11% | +40+0.8% | Added |
| Contravisory Investment Management, Inc. | 4,762 | $273.5K | 0.06% | +138+3.0% | Added |
| Farther Finance Advisors, LLC | 4,780 | $273.7K | 0.01% | −640−11.8% | Reduced |
| Foster Group, Inc. | 4,862 | $279.2K | 0.01% | +4,862 | New |
| Advisory Services Network, LLC | 4,896 | $281.2K | 0.01% | +4,896 | New |
| Kestra Advisory Services, LLC | 4,911 | $282.0K | 0.00% | +4,911 | New |
| Camden Capital, LLC | 4,928 | $283.0K | 0.03% | +175+3.7% | Added |
| Gitterman Wealth Management, LLC | 4,971 | $285.4K | 0.08% | −218−4.2% | Reduced |
| Manske Wealth Management | 5,108 | $293.4K | 0.11% | −1,270−19.9% | Reduced |
| Jones Financial Companies LLLP | 5,085 | $293.7K | 0.00% | +370+7.8% | Added |
| Atria Investments LLC | 5,117 | $293.9K | 0.00% | −772−13.1% | Reduced |
| New York State Common Retirement Fund | 5,188 | $297.9K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,248 | $301.4K | 0.01% | +20+0.4% | Added |
| Simon Quick Advisors, LLC | 5,381 | $309.0K | 0.02% | +5,381 | New |
| Seven Mile Advisory | 5,456 | $313.3K | 0.21% | +51+0.9% | Added |