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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 12,594 | $723.3K | 0.20% | −410−3.2% | Reduced |
| Sage Rhino Capital LLC | 12,650 | $726.5K | 0.17% | +101+0.8% | Added |
| AssuredPartners Investment Advisors, LLC | 12,671 | $727.7K | 0.14% | +2,126+20.2% | Added |
| Barclays PLC | 12,724 | $730.7K | 0.00% | −30,486−70.6% | Reduced |
| Cooper Financial Group | 12,953 | $743.9K | 0.10% | +307+2.4% | Added |
| Prospera Financial Services Inc | 13,265 | $761.8K | 0.02% | −240−1.8% | Reduced |
| Aquatic Capital Management LLC | 13,320 | $765.0K | 0.02% | −107,067−88.9% | Reduced |
| Ascent Group, LLC | 13,424 | $770.9K | 0.03% | +13,424 | New |
| Cresset Asset Management, LLC | 13,112 | $776.6K | 0.00% | −5,484−29.5% | Reduced |
| Cherokee Insurance Co | 13,545 | $777.9K | 0.34% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13,737 | $788.9K | 0.02% | +638+4.9% | Added |
| HighPoint Advisor Group LLC | 13,822 | $794.3K | 0.05% | −206−1.5% | Reduced |
| Clarius Group, LLC | 13,947 | $801.0K | 0.05% | +3,286+30.8% | Added |
| Henry James International Management, Inc. | 14,189 | $814.9K | 0.28% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14,377 | $825.7K | 0.14% | +12,879+859.7% | Added |
| Sanctuary Advisors, LLC | 14,536 | $834.8K | 0.01% | −2,659−15.5% | Reduced |
| Skopos Labs, Inc. | 14,607 | $838.8K | 0.18% | +13,607+1,360.7% | Added |
| Lazard Asset Management LLC | 14,777 | $848.0K | 0.00% | −11,042−42.8% | Reduced |
| Jane Street Group, LLC | 15,118 | $868.2K | 0.00% | −10,412−40.8% | Reduced |
| Soltis Investment Advisors LLC | 15,142 | $869.6K | 0.08% | +442+3.0% | Added |
| State Street Corp | 14,767 | $874.6K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 15,301 | $878.7K | 0.07% | +1,079+7.6% | Added |
| Frank, Rimerman Advisors LLC | 15,334 | $880.6K | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 15,693 | $901.2K | 0.01% | −12,227−43.8% | Reduced |
| Avantax Advisory Services, Inc. | 15,751 | $904.6K | 0.01% | +1,778+12.7% | Added |
| Founders Financial Securities LLC | 16,317 | $919.3K | 0.08% | −995−5.7% | Reduced |
| Virtu Financial LLC | 16,106 | $925.0K | 0.05% | +3,543+28.2% | Added |
| Guggenheim Capital LLC | 16,129 | $926.3K | 0.01% | +8,178+102.9% | Added |
| Ignite Planners, LLC | 16,869 | $930.0K | 0.18% | −1,020−5.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,364 | $939.8K | 0.06% | −19,226−54.0% | Reduced |
| Kathmere Capital Management, LLC | 16,467 | $945.7K | 0.08% | +3,089+23.1% | Added |
| Sagespring Wealth Partners, LLC | 16,482 | $946.5K | 0.02% | +3,531+27.3% | Added |
| Savant Capital, LLC | 16,606 | $953.7K | 0.01% | −102−0.6% | Reduced |
| Horizon Investments, LLC | 16,788 | $955.6K | 0.03% | −514−3.0% | Reduced |
| Exencial Wealth Advisors, LLC | 16,699 | $959.0K | 0.04% | +16,699 | New |
| Pitcairn Co | 16,717 | $960.1K | 0.06% | +752+4.7% | Added |
| Legacy Financial Advisors, Inc. | 17,084 | $981.1K | 0.16% | −192−1.1% | Reduced |
| Smartleaf Asset Management LLC | 17,094 | $987.5K | 0.10% | +223+1.3% | Added |
| Ellevest, Inc. | 17,492 | $1.00M | 0.07% | +150+0.9% | Added |
| McDonald Partners LLC | 17,709 | $1.02M | 0.27% | −1,010−5.4% | Reduced |
| Miracle Mile Advisors, LLC | 17,736 | $1.02M | 0.02% | −4,368−19.8% | Reduced |
| Pzena Investment Management LLC | 17,777 | $1.02M | 0.00% | −473−2.6% | Reduced |
| Greenleaf Trust | 17,967 | $1.03M | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 18,037 | $1.04M | 0.10% | +18,037 | New |
| National Bank of Canada | 18,061 | $1.04M | 0.00% | +2,484+15.9% | Added |
| Brown Advisory Inc | 18,548 | $1.07M | 0.00% | +687+3.8% | Added |
| Two Sigma Securities, LLC | 18,613 | $1.07M | 0.16% | +18,613 | New |
| Callan Family Office, LLC | 18,877 | $1.08M | 0.08% | −6,228−24.8% | Reduced |
| D.A. Davidson & Co. | 19,354 | $1.11M | 0.01% | +323+1.7% | Added |
| GWM Advisors LLC | 19,563 | $1.12M | 0.01% | −1,038−5.0% | Reduced |
| Profund Advisors LLC | 19,646 | $1.13M | 0.05% | +6,855+53.6% | Added |
| RBF Capital, LLC | 20,000 | $1.15M | 0.07% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 20,043 | $1.15M | 0.04% | +978+5.1% | Added |
| Mork Capital Management, LLC | 20,300 | $1.17M | 0.91% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 21,454 | $1.23M | 0.15% | +4,194+24.3% | Added |
| MAI Capital Management | 21,723 | $1.25M | 0.01% | +355+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 22,018 | $1.27M | 0.00% | +963+4.6% | Added |
| Ieq Capital, LLC | 22,211 | $1.28M | 0.01% | +6,085+37.7% | Added |
| ICONIQ Capital, LLC | 22,396 | $1.29M | 0.02% | +2,568+13.0% | Added |
| TownSquare Capital, LLC | 22,477 | $1.29M | 0.01% | +988+4.6% | Added |
| Gabelli Funds LLC | 22,700 | $1.30M | 0.01% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 22,956 | $1.32M | 0.61% | −821−3.5% | Reduced |
| Systematic Alpha Investments, LLC | 23,000 | $1.32M | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 22,439 | $1.33M | 0.02% | +1,025+4.8% | Added |
| Captrust Financial Advisors | 23,327 | $1.34M | 0.00% | +14,828+174.5% | Added |
| United Capital Financial Advisers, LLC | 23,432 | $1.35M | 0.01% | +450+2.0% | Added |
| Evergreen Capital Management LLC | 22,842 | $1.35M | 0.05% | +3,806+20.0% | Added |
| Acadian Asset Management LLC | 23,718 | $1.36M | 0.00% | +17,021+254.2% | Added |
| Advisor Group Holdings, Inc. | 23,957 | $1.38M | 0.00% | −7,849−24.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 24,001 | $1.38M | 0.08% | +404+1.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 24,543 | $1.42M | 0.02% | −1,996−7.5% | Reduced |
| Aaron Wealth Advisors | 24,822 | $1.43M | 0.16% | +1,059+4.5% | Added |
| Syon Capital LLC | 24,843 | $1.43M | 0.12% | +2,726+12.3% | Added |
| Price Capital Management, Inc. | 25,240 | $1.45M | 3.66% | +25,240 | New |
| IFP Advisors, Inc | 25,804 | $1.48M | 0.05% | −935−3.5% | Reduced |
| Ballentine Partners, LLC | 26,408 | $1.52M | 0.03% | +2,851+12.1% | Added |
| Checchi Capital Advisers, LLC | 26,706 | $1.53M | 0.11% | +1,665+6.6% | Added |
| We Are One Seven, LLC | 27,064 | $1.55M | 0.06% | +3,857+16.6% | Added |
| Cubist Systematic Strategies, LLC | 27,237 | $1.56M | 0.02% | +27,237 | New |
| Glenmede Trust Co NA | 27,241 | $1.56M | 0.01% | −1,173−4.1% | Reduced |
| Foresight Capital Management Advisors, Inc. | 27,581 | $1.58M | 0.98% | −915−3.2% | Reduced |
| Ativo Capital Management LLC | 27,865 | $1.60M | 1.37% | −205−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 27,908 | $1.60M | 0.01% | −33,715−54.7% | Reduced |
| Regions Financial Corp | 28,619 | $1.64M | 0.01% | −655−2.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 29,391 | $1.69M | 0.00% | +1,897+6.9% | Added |
| Qtron Investments LLC | 30,586 | $1.76M | 0.26% | 00.0% | Unchanged |
| Citigroup Inc | 31,151 | $1.79M | 0.00% | +6,420+26.0% | Added |
| Entropy Technologies, LP | 31,196 | $1.79M | 0.17% | +17,033+120.3% | Added |
| Pacer Advisors, Inc. | 31,372 | $1.80M | 0.00% | +744+2.4% | Added |
| Orleans Capital Management Corp | 31,483 | $1.81M | 1.06% | +1,758+5.9% | Added |
| Scotia Capital Inc. | 31,561 | $1.81M | 0.01% | +31,561 | New |
| Davenport & Co LLC | 34,121 | $1.96M | 0.01% | +5,977+21.2% | Added |
| Henshaw Capital LLC | 34,163 | $1.96M | 0.09% | +11,570+51.2% | Added |
| Rhumbline Advisers | 34,249 | $1.97M | 0.00% | −1,440−4.0% | Reduced |
| Russell Investments Group, Ltd. | 35,425 | $2.03M | 0.00% | +10,175+40.3% | Added |
| Park Avenue Securities LLC | 35,749 | $2.05M | 0.03% | +3,060+9.4% | Added |
| Earnest Partners LLC | 36,030 | $2.07M | 0.01% | −4,985−12.2% | Reduced |
| Advisors Asset Management, Inc. | 36,039 | $2.07M | 0.04% | −203−0.6% | Reduced |
| Sowell Financial Services LLC | 36,449 | $2.09M | 0.10% | +36,449 | New |
| Raelipskie Partnership | 36,784 | $2.11M | 1.09% | −2,559−6.5% | Reduced |