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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 37,320 | $2.14M | 0.08% | +37,320 | New |
| CI Private Wealth, LLC | 37,494 | $2.15M | 0.00% | −10,706−22.2% | Reduced |
| Thoroughbred Financial Services, LLC | 37,916 | $2.18M | 0.14% | +2,275+6.4% | Added |
| CIBC World Markets Inc. | 38,110 | $2.19M | 0.00% | −2,051−5.1% | Reduced |
| Cetera Investment Advisers | 38,677 | $2.22M | 0.00% | −273−0.7% | Reduced |
| FORA Capital, LLC | 38,783 | $2.23M | 0.23% | +25,208+185.7% | Added |
| Rockefeller Capital Management L.P. | 38,916 | $2.23M | 0.01% | +10,295+36.0% | Added |
| Brandes Investment Partners, LP | 38,998 | $2.24M | 0.02% | −8,219−17.4% | Reduced |
| Yousif Capital Management, LLC | 42,891 | $2.46M | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 43,211 | $2.48M | 0.04% | +10,135+30.6% | Added |
| Forum Financial Management, LP | 43,317 | $2.49M | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 44,903 | $2.58M | 0.10% | +44,903 | 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 |
| TrueMark Investments, LLC | 45,544 | $2.62M | 0.69% | +45,544 | New |
| Neuberger Berman Group LLC | 47,379 | $2.72M | 0.00% | +6,884+17.0% | Added |
| Abc Arbitrage SA | 50,669 | $2.91M | 0.54% | +46,559+1,132.8% | Added |
| Stamos Capital Partners, L.P. | 51,311 | $2.95M | 0.77% | −45,169−46.8% | Reduced |
| The PNC Financial Services Group, Inc. | 53,414 | $3.07M | 0.00% | +5,431+11.3% | Added |
| Capital Fund Management S.A. | 55,145 | $3.17M | 0.04% | −6,713−10.9% | Reduced |
| Sequoia Financial Advisors, LLC | 55,785 | $3.20M | 0.02% | +970+1.8% | Added |
| Commonwealth Equity Services, LLC | 56,601 | $3.25M | 0.00% | +275+0.5% | Added |
| Atomi Financial Group, Inc. | 56,674 | $3.25M | 0.15% | +16,082+39.6% | Added |
| Americana Partners, LLC | 57,083 | $3.28M | 0.13% | +10,460+22.4% | Added |
| CAPROCK Group, Inc. | 55,939 | $3.31M | 0.10% | +6,874+14.0% | Added |
| Signaturefd, LLC | 58,730 | $3.37M | 0.06% | +2,367+4.2% | Added |
| MML Investors Services, LLC | 59,734 | $3.43M | 0.01% | +1,148+2.0% | Added |
| PEAK6 LLC | 59,778 | $3.43M | 0.13% | +59,778 | New |
| Janney Montgomery Scott LLC | 60,401 | $3.47M | 0.01% | +11,463+23.4% | Added |
| Catalyst Capital Advisors LLC | 60,480 | $3.47M | 0.07% | −4,325−6.7% | Reduced |
| Old Port Advisors | 63,098 | $3.62M | 1.08% | −951−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 63,511 | $3.65M | 0.00% | +12,731+25.1% | Added |
| Jain Global LLC | 67,261 | $3.86M | 0.08% | +42,547+172.2% | Added |
| Vident Advisory, LLC | 68,559 | $3.94M | 0.06% | +5,472+8.7% | Added |
| SIH Partners, LLLP | 69,098 | $3.97M | 0.35% | +36,373+111.1% | Added |
| Caas Capital Management LP | 73,529 | $4.22M | 2.00% | +4,492+6.5% | Added |
| Bank of Montreal | 76,075 | $4.37M | 0.00% | +4,035+5.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 79,616 | $4.57M | 0.43% | −49,877−38.5% | Reduced |
| Envestnet Asset Management Inc | 83,815 | $4.81M | 0.00% | −109,303−56.6% | Reduced |
| Truist Financial Corp | 83,927 | $4.82M | 0.01% | +51,251+156.8% | Added |
| Castleark Management LLC | 84,200 | $4.84M | 0.17% | +84,200 | New |
| Naviter Wealth, LLC | 81,514 | $4.85M | 0.59% | +436+0.5% | Added |
| XTX Topco Ltd | 90,285 | $5.19M | 0.27% | +53,489+145.4% | Added |
| Two Sigma Advisers, LP | 92,500 | $5.31M | 0.01% | +34,400+59.2% | Added |
| Susquehanna International Group, LLP | 93,481 | $5.37M | 0.01% | +71,738+329.9% | Added |
| Cerity Partners LLC | 95,768 | $5.50M | 0.01% | +17,321+22.1% | Added |
| AQR Capital Management LLC | 99,949 | $5.74M | 0.01% | +30,377+43.7% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $6.17M | 2.84% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 108,100 | $6.21M | 0.21% | −17,100−13.7% | Reduced |
| JustInvest LLC | 108,707 | $6.24M | 0.09% | +12,028+12.4% | Added |
| US Bancorp | 110,682 | $6.36M | 0.01% | +1,333+1.2% | Added |
| SEI Investments Co | 115,202 | $6.62M | 0.01% | +8,664+8.1% | Added |
| BNP Paribas Arbitrage, SA | 115,735 | $6.65M | 0.01% | +21,806+23.2% | Added |
| Quadrant Capital Group LLC | 116,034 | $6.67M | 0.25% | +80,828+229.6% | Added |
| M&T Bank Corp | 117,004 | $6.72M | 0.02% | +1,550+1.3% | Added |
| Citadel Advisors LLC | 117,616 | $6.75M | 0.01% | −194,843−62.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 120,305 | $6.91M | 0.22% | −26,927−18.3% | Reduced |
| CWM, LLC | 130,850 | $7.51M | 0.03% | −9,530−6.8% | Reduced |
| Stifel Financial Corp | 132,906 | $7.63M | 0.01% | −3,457−2.5% | Reduced |
| Ritholtz Wealth Management | 137,797 | $7.91M | 0.24% | −3,311−2.3% | Reduced |
| Pathstone Holdings, LLC | 165,197 | $9.55M | 0.04% | +1,387+0.8% | Added |
| American Assets Investment Management, LLC | 166,918 | $9.59M | 0.84% | 00.0% | Unchanged |
| Ethic Inc. | 170,752 | $9.78M | 0.20% | −3,787−2.2% | Reduced |
| Gunderson Capital Management Inc. | 179,124 | $10.3M | 6.62% | +179,124 | New |
| Promethos Capital, LLC | 180,964 | $10.4M | 3.82% | +20,711+12.9% | Added |
| GQG Partners LLC | 181,718 | $10.4M | 0.02% | +8,805+5.1% | Added |
| Mariner, LLC | 182,108 | $10.5M | 0.02% | −4,877−2.6% | Reduced |
| JPMorgan Chase & Co | 192,462 | $11.1M | 0.00% | +90,255+88.3% | Added |
| Ameriprise Financial Inc | 201,536 | $11.7M | 0.00% | +31,826+18.8% | Added |
| Mercer Global Advisors Inc | 208,724 | $12.0M | 0.03% | +24,981+13.6% | Added |
| HighTower Advisors, LLC | 218,945 | $12.6M | 0.02% | +54,966+33.5% | Added |
| Janney Capital Management LLC | 232,499 | $13.4M | 0.92% | +44,348+23.6% | Added |
| LPL Financial LLC | 233,650 | $13.4M | 0.01% | +80,132+52.2% | Added |
| Qube Research & Technologies Ltd | 267,522 | $15.4M | 0.02% | −8,514−3.1% | Reduced |
| Wells Fargo & Company | 273,750 | $15.7M | 0.00% | −16,137−5.6% | Reduced |
| Quantinno Capital Management LP | 274,374 | $15.8M | 0.10% | +50,488+22.6% | Added |
| Bank of New York Mellon Corp | 277,429 | $15.9M | 0.00% | −70,136−20.2% | Reduced |
| Franklin Resources Inc | 295,890 | $17.0M | 0.00% | −101,518−25.5% | Reduced |
| Creative Planning | 298,706 | $17.2M | 0.02% | +30,509+11.4% | Added |
| Charles Schwab Investment Management Inc | 299,463 | $17.2M | 0.00% | +38,328+14.7% | Added |
| 1832 Asset Management L.P. | 303,500 | $17.4M | 0.03% | +303,500 | New |
| Meritage Portfolio Management | 310,347 | $17.8M | 1.18% | −8,478−2.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 326,076 | $18.7M | 0.06% | +28,668+9.6% | Added |
| Raymond James Financial Inc | 333,978 | $19.2M | 0.01% | −26,214−7.3% | Reduced |
| QRG Capital Management, Inc. | 366,245 | $21.0M | 0.22% | +19,584+5.6% | Added |
| Millennium Management LLC | 387,408 | $22.2M | 0.02% | +375,527+3,160.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 387,953 | $22.3M | 0.10% | +341,187+729.6% | Added |
| Natixis Advisors, L.P. | 392,559 | $22.5M | 0.04% | −2,791−0.7% | Reduced |
| Renaissance Technologies LLC | 394,622 | $22.7M | 0.03% | +278,607+240.1% | Added |
| O'Shaughnessy Asset Management, LLC | 481,832 | $27.7M | 0.22% | +79,872+19.9% | Added |
| Crossmark Global Holdings, Inc. | 494,624 | $28.4M | 0.50% | −20,018−3.9% | Reduced |
| Cookson Peirce & Co Inc | 663,755 | $38.1M | 1.92% | −14,671−2.2% | Reduced |
| First Trust Advisors LP | 806,129 | $46.3M | 0.04% | +753,849+1,441.9% | Added |
| American Century Companies Inc | 1,022,231 | $58.7M | 0.04% | +85,166+9.1% | Added |
| Arrowstreet Capital, Limited Partnership | 1,038,403 | $59.6M | 0.05% | +957,571+1,184.6% | Added |
| Royal Bank of Canada | 1,047,447 | $60.2M | 0.01% | +136,715+15.0% | Added |
| UBS Group AG | 1,170,701 | $67.2M | 0.01% | +384,371+48.9% | Added |
| Contrarian Capital Management, L.L.C. | 1,265,656 | $72.7M | 18.67% | +1,024,780+425.4% | Added |
| Bank of America Corp | 2,486,439 | $142.8M | 0.01% | −551,408−18.2% | Reduced |
| Northern Trust Corp | 2,873,096 | $165.0M | 0.02% | +91,789+3.3% | Added |