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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,889,751 | $166.0M | 0.00% | +268,303+10.2% | Added |
| Sanders Capital, LLC | 2,968,720 | $170.5M | 0.25% | −12,400−0.4% | Reduced |
| FMR LLC | 3,089,722 | $177.4M | 0.01% | +206,484+7.2% | Added |
| Goldman Sachs Group Inc | 4,726,420 | $271.4M | 0.05% | +53,072+1.1% | Added |
| Morgan Stanley | 6,491,747 | $372.8M | 0.03% | −19,360−0.3% | Reduced |
| Dimensional Fund Advisors LP | 10,386,228 | $596.5M | 0.15% | −246,104−2.3% | Reduced |
| Fisher Asset Management, LLC | 15,612,574 | $896.6M | 0.39% | +15,612,574 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −3,901−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −31,540−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −23,995−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −23,424−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −22,101−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −13,391−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −8,913−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,553−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −7,219−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,204−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −6,909−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Portfolio Design Labs, LLC | 0 | $0 | 0.00% | −4,627−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −4,286−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| South Plains Financial, Inc. | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Wintrust Investments LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |