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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 38,916 | $2.23M | 0.01% | +10,295+36.0% | Added |
| FORA Capital, LLC | 38,783 | $2.23M | 0.23% | +25,208+185.7% | Added |
| Cetera Investment Advisers | 38,677 | $2.22M | 0.00% | −273−0.7% | Reduced |
| CIBC World Markets Inc. | 38,110 | $2.19M | 0.00% | −2,051−5.1% | Reduced |
| Thoroughbred Financial Services, LLC | 37,916 | $2.18M | 0.14% | +2,275+6.4% | Added |
| CI Private Wealth, LLC | 37,494 | $2.15M | 0.00% | −10,706−22.2% | Reduced |
| Simplex Trading, LLC | 37,320 | $2.14M | 0.08% | +37,320 | New |
| Raelipskie Partnership | 36,784 | $2.11M | 1.09% | −2,559−6.5% | Reduced |
| Sowell Financial Services LLC | 36,449 | $2.09M | 0.10% | +36,449 | New |
| Advisors Asset Management, Inc. | 36,039 | $2.07M | 0.04% | −203−0.6% | Reduced |
| Earnest Partners LLC | 36,030 | $2.07M | 0.01% | −4,985−12.2% | Reduced |
| Park Avenue Securities LLC | 35,749 | $2.05M | 0.03% | +3,060+9.4% | Added |
| Russell Investments Group, Ltd. | 35,425 | $2.03M | 0.00% | +10,175+40.3% | Added |
| Rhumbline Advisers | 34,249 | $1.97M | 0.00% | −1,440−4.0% | Reduced |
| Henshaw Capital LLC | 34,163 | $1.96M | 0.09% | +11,570+51.2% | Added |
| Davenport & Co LLC | 34,121 | $1.96M | 0.01% | +5,977+21.2% | Added |
| Scotia Capital Inc. | 31,561 | $1.81M | 0.01% | +31,561 | New |
| Orleans Capital Management Corp | 31,483 | $1.81M | 1.06% | +1,758+5.9% | Added |
| Pacer Advisors, Inc. | 31,372 | $1.80M | 0.00% | +744+2.4% | Added |
| Entropy Technologies, LP | 31,196 | $1.79M | 0.17% | +17,033+120.3% | Added |
| Citigroup Inc | 31,151 | $1.79M | 0.00% | +6,420+26.0% | Added |
| Qtron Investments LLC | 30,586 | $1.76M | 0.26% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 29,391 | $1.69M | 0.00% | +1,897+6.9% | Added |
| Regions Financial Corp | 28,619 | $1.64M | 0.01% | −655−2.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 27,908 | $1.60M | 0.01% | −33,715−54.7% | Reduced |
| Ativo Capital Management LLC | 27,865 | $1.60M | 1.37% | −205−0.7% | Reduced |
| Foresight Capital Management Advisors, Inc. | 27,581 | $1.58M | 0.98% | −915−3.2% | Reduced |
| Glenmede Trust Co NA | 27,241 | $1.56M | 0.01% | −1,173−4.1% | Reduced |
| Cubist Systematic Strategies, LLC | 27,237 | $1.56M | 0.02% | +27,237 | New |
| We Are One Seven, LLC | 27,064 | $1.55M | 0.06% | +3,857+16.6% | Added |
| Checchi Capital Advisers, LLC | 26,706 | $1.53M | 0.11% | +1,665+6.6% | Added |
| Ballentine Partners, LLC | 26,408 | $1.52M | 0.03% | +2,851+12.1% | Added |
| IFP Advisors, Inc | 25,804 | $1.48M | 0.05% | −935−3.5% | Reduced |
| Price Capital Management, Inc. | 25,240 | $1.45M | 3.66% | +25,240 | New |
| Syon Capital LLC | 24,843 | $1.43M | 0.12% | +2,726+12.3% | Added |
| Aaron Wealth Advisors | 24,822 | $1.43M | 0.16% | +1,059+4.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 24,543 | $1.42M | 0.02% | −1,996−7.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 24,001 | $1.38M | 0.08% | +404+1.7% | Added |
| Advisor Group Holdings, Inc. | 23,957 | $1.38M | 0.00% | −7,849−24.7% | Reduced |
| Acadian Asset Management LLC | 23,718 | $1.36M | 0.00% | +17,021+254.2% | Added |
| Evergreen Capital Management LLC | 22,842 | $1.35M | 0.05% | +3,806+20.0% | Added |
| United Capital Financial Advisers, LLC | 23,432 | $1.35M | 0.01% | +450+2.0% | Added |
| Captrust Financial Advisors | 23,327 | $1.34M | 0.00% | +14,828+174.5% | Added |
| RSM US Wealth Management LLC | 22,439 | $1.33M | 0.02% | +1,025+4.8% | Added |
| Systematic Alpha Investments, LLC | 23,000 | $1.32M | 0.05% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 22,956 | $1.32M | 0.61% | −821−3.5% | Reduced |
| Gabelli Funds LLC | 22,700 | $1.30M | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 22,477 | $1.29M | 0.01% | +988+4.6% | Added |
| ICONIQ Capital, LLC | 22,396 | $1.29M | 0.02% | +2,568+13.0% | Added |
| Ieq Capital, LLC | 22,211 | $1.28M | 0.01% | +6,085+37.7% | Added |
| Allspring Global Investments Holdings, LLC | 22,018 | $1.27M | 0.00% | +963+4.6% | Added |
| MAI Capital Management | 21,723 | $1.25M | 0.01% | +355+1.7% | Added |
| Aprio Wealth Management, LLC | 21,454 | $1.23M | 0.15% | +4,194+24.3% | Added |
| Mork Capital Management, LLC | 20,300 | $1.17M | 0.91% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 20,043 | $1.15M | 0.04% | +978+5.1% | Added |
| RBF Capital, LLC | 20,000 | $1.15M | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 19,646 | $1.13M | 0.05% | +6,855+53.6% | Added |
| GWM Advisors LLC | 19,563 | $1.12M | 0.01% | −1,038−5.0% | Reduced |
| D.A. Davidson & Co. | 19,354 | $1.11M | 0.01% | +323+1.7% | Added |
| Callan Family Office, LLC | 18,877 | $1.08M | 0.08% | −6,228−24.8% | Reduced |
| Two Sigma Securities, LLC | 18,613 | $1.07M | 0.16% | +18,613 | New |
| Brown Advisory Inc | 18,548 | $1.07M | 0.00% | +687+3.8% | Added |
| National Bank of Canada | 18,061 | $1.04M | 0.00% | +2,484+15.9% | Added |
| Rational Advisors LLC | 18,037 | $1.04M | 0.10% | +18,037 | New |
| Greenleaf Trust | 17,967 | $1.03M | 0.01% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 17,777 | $1.02M | 0.00% | −473−2.6% | Reduced |
| Miracle Mile Advisors, LLC | 17,736 | $1.02M | 0.02% | −4,368−19.8% | Reduced |
| McDonald Partners LLC | 17,709 | $1.02M | 0.27% | −1,010−5.4% | Reduced |
| Ellevest, Inc. | 17,492 | $1.00M | 0.07% | +150+0.9% | Added |
| Smartleaf Asset Management LLC | 17,094 | $987.5K | 0.10% | +223+1.3% | Added |
| Legacy Financial Advisors, Inc. | 17,084 | $981.1K | 0.16% | −192−1.1% | Reduced |
| Pitcairn Co | 16,717 | $960.1K | 0.06% | +752+4.7% | Added |
| Exencial Wealth Advisors, LLC | 16,699 | $959.0K | 0.04% | +16,699 | New |
| Horizon Investments, LLC | 16,788 | $955.6K | 0.03% | −514−3.0% | Reduced |
| Savant Capital, LLC | 16,606 | $953.7K | 0.01% | −102−0.6% | Reduced |
| Sagespring Wealth Partners, LLC | 16,482 | $946.5K | 0.02% | +3,531+27.3% | Added |
| Kathmere Capital Management, LLC | 16,467 | $945.7K | 0.08% | +3,089+23.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,364 | $939.8K | 0.06% | −19,226−54.0% | Reduced |
| Ignite Planners, LLC | 16,869 | $930.0K | 0.18% | −1,020−5.7% | Reduced |
| Guggenheim Capital LLC | 16,129 | $926.3K | 0.01% | +8,178+102.9% | Added |
| Virtu Financial LLC | 16,106 | $925.0K | 0.05% | +3,543+28.2% | Added |
| Founders Financial Securities LLC | 16,317 | $919.3K | 0.08% | −995−5.7% | Reduced |
| Avantax Advisory Services, Inc. | 15,751 | $904.6K | 0.01% | +1,778+12.7% | Added |
| Private Advisor Group, LLC | 15,693 | $901.2K | 0.01% | −12,227−43.8% | Reduced |
| Frank, Rimerman Advisors LLC | 15,334 | $880.6K | 0.07% | 00.0% | Unchanged |
| PDS Planning, Inc | 15,301 | $878.7K | 0.07% | +1,079+7.6% | Added |
| State Street Corp | 14,767 | $874.6K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 15,142 | $869.6K | 0.08% | +442+3.0% | Added |
| Jane Street Group, LLC | 15,118 | $868.2K | 0.00% | −10,412−40.8% | Reduced |
| Lazard Asset Management LLC | 14,777 | $848.0K | 0.00% | −11,042−42.8% | Reduced |
| Skopos Labs, Inc. | 14,607 | $838.8K | 0.18% | +13,607+1,360.7% | Added |
| Sanctuary Advisors, LLC | 14,536 | $834.8K | 0.01% | −2,659−15.5% | Reduced |
| Versant Capital Management, Inc | 14,377 | $825.7K | 0.14% | +12,879+859.7% | Added |
| Henry James International Management, Inc. | 14,189 | $814.9K | 0.28% | 00.0% | Unchanged |
| Clarius Group, LLC | 13,947 | $801.0K | 0.05% | +3,286+30.8% | Added |
| HighPoint Advisor Group LLC | 13,822 | $794.3K | 0.05% | −206−1.5% | Reduced |
| Parallel Advisors, LLC | 13,737 | $788.9K | 0.02% | +638+4.9% | Added |
| Cherokee Insurance Co | 13,545 | $777.9K | 0.34% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,112 | $776.6K | 0.00% | −5,484−29.5% | Reduced |
| Ascent Group, LLC | 13,424 | $770.9K | 0.03% | +13,424 | New |