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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 5,487 | $315.1K | 0.00% | −43−0.8% | Reduced |
| Waters Parkerson & Co., LLC | 5,500 | $315.9K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 5,538 | $318.0K | 0.05% | −589−9.6% | Reduced |
| Colony Group, LLC | 5,600 | $321.9K | 0.00% | +110+2.0% | Added |
| Acorn Creek Capital LLC | 5,607 | $322.0K | 0.16% | +67+1.2% | Added |
| Capital Performance Advisors LLP | 5,673 | $325.8K | 0.07% | +5,673 | New |
| Benjamin Edwards Inc | 5,725 | $328.8K | 0.00% | −204−3.4% | Reduced |
| Invesco Ltd. | 5,757 | $330.6K | 0.00% | −2,774−32.5% | Reduced |
| Principal Street Partners, LLC | 5,798 | $333.0K | 0.06% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,848 | $335.9K | 0.01% | +523+9.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,853 | $336.1K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 5,855 | $336.2K | 0.00% | +2,028+53.0% | Added |
| Baldwin Investment Management, LLC | 5,857 | $336.4K | 0.04% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 6,006 | $344.9K | 0.08% | −33,110−84.6% | Reduced |
| Sym Financial Corp | 6,016 | $345.5K | 0.04% | +1,165+24.0% | Added |
| Sonoma Private Wealth LLC | 6,062 | $348.1K | 0.48% | −573−8.6% | Reduced |
| HB Wealth Management, LLC | 6,072 | $348.8K | 0.00% | +6,072 | New |
| Riversedge Advisors, LLC | 6,124 | $351.7K | 0.08% | +1,382+29.1% | Added |
| Choate Investment Advisors | 6,174 | $354.6K | 0.01% | +243+4.1% | Added |
| Walleye Capital LLC | 6,201 | $356.1K | 0.00% | −19,581−75.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,254 | $359.2K | 0.05% | +459+7.9% | Added |
| Lido Advisors, LLC | 6,078 | $359.3K | 0.00% | −1,453−19.3% | Reduced |
| FineMark National Bank & Trust | 6,267 | $359.9K | 0.01% | +6,267 | New |
| Keel Point, LLC | 6,430 | $369.3K | 0.03% | −203−3.1% | Reduced |
| Natural Investments, LLC | 6,461 | $371.0K | 0.11% | −299−4.4% | Reduced |
| Medallion Wealth Advisors, LLC | 6,487 | $372.2K | 0.17% | 00.0% | Unchanged |
| Net Worth Advisory Group | 6,551 | $376.2K | 0.12% | −359−5.2% | Reduced |
| Geneos Wealth Management Inc. | 6,679 | $383.6K | 0.01% | +1,471+28.2% | Added |
| Hexagon Capital Partners LLC | 6,728 | $386.4K | 0.07% | +65+1.0% | Added |
| Atria Wealth Solutions, Inc. | 6,740 | $387.1K | 0.00% | −650−8.8% | Reduced |
| AE Wealth Management LLC | 6,753 | $387.8K | 0.00% | −145−2.1% | Reduced |
| Strategic Global Advisors, LLC | 6,792 | $390.1K | 0.08% | +6,792 | New |
| Belpointe Asset Management LLC | 6,800 | $390.5K | 0.02% | +6,800 | New |
| Fortis Capital Advisors, LLC | 6,800 | $390.5K | 0.08% | +6,800 | New |
| Keybank National Association | 6,830 | $392.2K | 0.00% | +90+1.3% | Added |
| Wedmont Private Capital | 7,883 | $393.3K | 0.02% | +189+2.5% | Added |
| Moors & Cabot, Inc. | 6,963 | $399.9K | 0.02% | +56+0.8% | Added |
| GTS Securities LLC | 7,065 | $405.7K | 0.02% | +7,065 | New |
| Cutter & CO Brokerage, Inc. | 7,122 | $409.0K | 0.10% | +7,122 | New |
| Change Path, LLC | 7,130 | $409.5K | 0.01% | +2,348+49.1% | Added |
| Cromwell Holdings LLC | 6,967 | $412.7K | 0.27% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 7,207 | $426.4K | 0.10% | +171+2.4% | Added |
| Thrivent Financial for Lutherans | 7,620 | $438.0K | 0.00% | +20.0% | Added |
| Bridgewater Advisors Inc. | 7,703 | $442.7K | 0.04% | +7,703 | New |
| Mesirow Financial Investment Management, Inc. | 7,882 | $452.7K | 0.01% | −241−3.0% | Reduced |
| Tepp RIA, LLC | 7,918 | $454.7K | 0.62% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 7,953 | $456.7K | 0.13% | −75−0.9% | Reduced |
| American Trust Investment Advisors, LLC | 8,045 | $462.0K | 0.19% | −105−1.3% | Reduced |
| Westover Capital Advisors, LLC | 8,150 | $468.1K | 0.10% | +200+2.5% | Added |
| Engineers Gate Manager LP | 8,260 | $474.4K | 0.01% | +8,260 | New |
| Gallacher Capital Management LLC | 8,299 | $476.6K | 0.23% | −661−7.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,392 | $482.0K | 0.01% | +119+1.4% | Added |
| Courier Capital LLC | 8,492 | $487.7K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8,543 | $490.6K | 0.05% | +387+4.7% | Added |
| Bridgefront Capital, LLC | 8,604 | $494.1K | 0.14% | +2,880+50.3% | Added |
| Allie Family Office LLC | 8,504 | $502.1K | 0.27% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 8,864 | $509.1K | 0.01% | −298−3.3% | Reduced |
| HighMark Wealth Management LLC | 9,008 | $517.3K | 0.31% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 9,155 | $525.8K | 0.00% | −5,086−35.7% | Reduced |
| Deutsche Bank AG | 9,412 | $540.5K | 0.00% | +1,441+18.1% | Added |
| Steward Partners Investment Advisory, LLC | 9,612 | $552.0K | 0.00% | +4,075+73.6% | Added |
| Investors Research Corp | 9,666 | $555.1K | 0.12% | −300−3.0% | Reduced |
| Optas, LLC | 9,668 | $555.2K | 0.10% | +54+0.6% | Added |
| GAMMA Investing LLC | 9,739 | $559.3K | 0.04% | +1,929+24.7% | Added |
| SeaBridge Investment Advisors LLC | 9,788 | $562.1K | 0.12% | −885−8.3% | Reduced |
| Valeo Financial Advisors, LLC | 9,818 | $563.8K | 0.02% | +1,105+12.7% | Added |
| Sivia Capital Partners, LLC | 9,997 | $574.1K | 0.27% | +2,349+30.7% | Added |
| Corient IA LLC | 10,000 | $574.3K | 0.41% | +10,000 | New |
| Merit Financial Group, LLC | 10,065 | $578.0K | 0.01% | +4,133+69.7% | Added |
| Two Sigma Investments, LP | 10,100 | $580.0K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 10,120 | $581.2K | 0.04% | −5,960−37.1% | Reduced |
| Gradient Investments LLC | 10,326 | $593.0K | 0.01% | +137+1.3% | Added |
| Everstar Asset Management, LLC | 10,332 | $593.4K | 0.39% | +3,451+50.2% | Added |
| Five Oceans Advisors | 10,361 | $595.0K | 0.28% | 00.0% | Unchanged |
| Chelsea Counsel Co | 10,100 | $598.2K | 0.33% | +10,100 | New |
| Cable Hill Partners, LLC | 10,964 | $614.9K | 0.06% | −478−4.2% | Reduced |
| Cornerstone Select Advisors, LLC | 10,725 | $615.9K | 0.58% | +10,725 | New |
| Traveka Wealth, LLC | 10,811 | $620.9K | 0.35% | +978+9.9% | Added |
| Wealthstar Advisors, LLC | 10,897 | $625.8K | 0.29% | −2,533−18.9% | Reduced |
| Advisors Preferred, LLC | 11,040 | $632.1K | 0.08% | +11,040 | New |
| Nations Financial Group Inc, | 11,035 | $633.8K | 0.05% | +663+6.4% | Added |
| HRT Financial LP | 11,126 | $638.0K | 0.00% | +11,126 | New |
| Callan Capital, LLC | 11,233 | $645.1K | 0.05% | +2,220+24.6% | Added |
| May Hill Capital, LLC | 11,270 | $647.2K | 0.24% | +124+1.1% | Added |
| Blair William & Co | 11,311 | $649.6K | 0.00% | +43+0.4% | Added |
| Schechter Investment Advisors, LLC | 11,432 | $656.6K | 0.05% | −2,695−19.1% | Reduced |
| Abel Hall, LLC | 11,533 | $662.3K | 0.40% | +2,033+21.4% | Added |
| Coldstream Capital Management Inc | 11,694 | $671.6K | 0.01% | +190+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,735 | $674.0K | 0.00% | +959+8.9% | Added |
| West Family Investments, Inc. | 11,740 | $674.2K | 0.25% | −497−4.1% | Reduced |
| Integrated Wealth Concepts LLC | 11,931 | $685.2K | 0.01% | −2,642−18.1% | Reduced |
| BKM Wealth Management, LLC | 12,022 | $690.4K | 0.28% | −1,615−11.8% | Reduced |
| Atlas Capital Advisors LLC | 12,032 | $691.0K | 0.09% | +10,031+501.3% | Added |
| Linden Thomas Advisory Services, LLC | 12,046 | $691.8K | 0.09% | +1,256+11.6% | Added |
| Cordatus Wealth Management LLC | 12,135 | $697.0K | 0.19% | +486+4.2% | Added |
| BSW Wealth Partners | 12,141 | $697.3K | 0.11% | −130−1.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,336 | $708.0K | 0.20% | +40.0% | Added |
| TD Waterhouse Canada Inc. | 12,456 | $713.1K | 0.01% | −2,492−16.7% | Reduced |
| Wedbush Securities Inc | 12,492 | $717.0K | 0.03% | +20+0.2% | Added |
| Squarepoint Ops LLC | 12,514 | $718.7K | 0.00% | +12,514 | New |