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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 13,320 | $765.0K | 0.02% | −107,067−88.9% | Reduced |
| Prospera Financial Services Inc | 13,265 | $761.8K | 0.02% | −240−1.8% | Reduced |
| Cooper Financial Group | 12,953 | $743.9K | 0.10% | +307+2.4% | Added |
| Barclays PLC | 12,724 | $730.7K | 0.00% | −30,486−70.6% | Reduced |
| AssuredPartners Investment Advisors, LLC | 12,671 | $727.7K | 0.14% | +2,126+20.2% | Added |
| Sage Rhino Capital LLC | 12,650 | $726.5K | 0.17% | +101+0.8% | Added |
| Legacy Wealth Asset Management, LLC | 12,594 | $723.3K | 0.20% | −410−3.2% | Reduced |
| Squarepoint Ops LLC | 12,514 | $718.7K | 0.00% | +12,514 | New |
| Wedbush Securities Inc | 12,492 | $717.0K | 0.03% | +20+0.2% | Added |
| TD Waterhouse Canada Inc. | 12,456 | $713.1K | 0.01% | −2,492−16.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,336 | $708.0K | 0.20% | +40.0% | Added |
| BSW Wealth Partners | 12,141 | $697.3K | 0.11% | −130−1.1% | Reduced |
| Cordatus Wealth Management LLC | 12,135 | $697.0K | 0.19% | +486+4.2% | Added |
| Linden Thomas Advisory Services, LLC | 12,046 | $691.8K | 0.09% | +1,256+11.6% | Added |
| Atlas Capital Advisors LLC | 12,032 | $691.0K | 0.09% | +10,031+501.3% | Added |
| BKM Wealth Management, LLC | 12,022 | $690.4K | 0.28% | −1,615−11.8% | Reduced |
| Integrated Wealth Concepts LLC | 11,931 | $685.2K | 0.01% | −2,642−18.1% | Reduced |
| West Family Investments, Inc. | 11,740 | $674.2K | 0.25% | −497−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,735 | $674.0K | 0.00% | +959+8.9% | Added |
| Coldstream Capital Management Inc | 11,694 | $671.6K | 0.01% | +190+1.7% | Added |
| Abel Hall, LLC | 11,533 | $662.3K | 0.40% | +2,033+21.4% | Added |
| Schechter Investment Advisors, LLC | 11,432 | $656.6K | 0.05% | −2,695−19.1% | Reduced |
| Blair William & Co | 11,311 | $649.6K | 0.00% | +43+0.4% | Added |
| May Hill Capital, LLC | 11,270 | $647.2K | 0.24% | +124+1.1% | Added |
| Callan Capital, LLC | 11,233 | $645.1K | 0.05% | +2,220+24.6% | Added |
| HRT Financial LP | 11,126 | $638.0K | 0.00% | +11,126 | New |
| Nations Financial Group Inc, | 11,035 | $633.8K | 0.05% | +663+6.4% | Added |
| Advisors Preferred, LLC | 11,040 | $632.1K | 0.08% | +11,040 | New |
| Wealthstar Advisors, LLC | 10,897 | $625.8K | 0.29% | −2,533−18.9% | Reduced |
| Traveka Wealth, LLC | 10,811 | $620.9K | 0.35% | +978+9.9% | Added |
| Cornerstone Select Advisors, LLC | 10,725 | $615.9K | 0.58% | +10,725 | New |
| Cable Hill Partners, LLC | 10,964 | $614.9K | 0.06% | −478−4.2% | Reduced |
| Chelsea Counsel Co | 10,100 | $598.2K | 0.33% | +10,100 | New |
| Five Oceans Advisors | 10,361 | $595.0K | 0.28% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 10,332 | $593.4K | 0.39% | +3,451+50.2% | Added |
| Gradient Investments LLC | 10,326 | $593.0K | 0.01% | +137+1.3% | Added |
| CSS LLC | 10,120 | $581.2K | 0.04% | −5,960−37.1% | Reduced |
| Two Sigma Investments, LP | 10,100 | $580.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,065 | $578.0K | 0.01% | +4,133+69.7% | Added |
| Corient IA LLC | 10,000 | $574.3K | 0.41% | +10,000 | New |
| Sivia Capital Partners, LLC | 9,997 | $574.1K | 0.27% | +2,349+30.7% | Added |
| Valeo Financial Advisors, LLC | 9,818 | $563.8K | 0.02% | +1,105+12.7% | Added |
| SeaBridge Investment Advisors LLC | 9,788 | $562.1K | 0.12% | −885−8.3% | Reduced |
| GAMMA Investing LLC | 9,739 | $559.3K | 0.04% | +1,929+24.7% | Added |
| Optas, LLC | 9,668 | $555.2K | 0.10% | +54+0.6% | Added |
| Investors Research Corp | 9,666 | $555.1K | 0.12% | −300−3.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,612 | $552.0K | 0.00% | +4,075+73.6% | Added |
| Deutsche Bank AG | 9,412 | $540.5K | 0.00% | +1,441+18.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,155 | $525.8K | 0.00% | −5,086−35.7% | Reduced |
| HighMark Wealth Management LLC | 9,008 | $517.3K | 0.31% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 8,864 | $509.1K | 0.01% | −298−3.3% | Reduced |
| Allie Family Office LLC | 8,504 | $502.1K | 0.27% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 8,604 | $494.1K | 0.14% | +2,880+50.3% | Added |
| Lindbrook Capital, LLC | 8,543 | $490.6K | 0.05% | +387+4.7% | Added |
| Courier Capital LLC | 8,492 | $487.7K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 8,392 | $482.0K | 0.01% | +119+1.4% | Added |
| Gallacher Capital Management LLC | 8,299 | $476.6K | 0.23% | −661−7.4% | Reduced |
| Engineers Gate Manager LP | 8,260 | $474.4K | 0.01% | +8,260 | New |
| Westover Capital Advisors, LLC | 8,150 | $468.1K | 0.10% | +200+2.5% | Added |
| American Trust Investment Advisors, LLC | 8,045 | $462.0K | 0.19% | −105−1.3% | Reduced |
| Crumly & Associates Inc. | 7,953 | $456.7K | 0.13% | −75−0.9% | Reduced |
| Tepp RIA, LLC | 7,918 | $454.7K | 0.62% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 7,882 | $452.7K | 0.01% | −241−3.0% | Reduced |
| Bridgewater Advisors Inc. | 7,703 | $442.7K | 0.04% | +7,703 | New |
| Thrivent Financial for Lutherans | 7,620 | $438.0K | 0.00% | +20.0% | Added |
| Drive Wealth Management, LLC | 7,207 | $426.4K | 0.10% | +171+2.4% | Added |
| Cromwell Holdings LLC | 6,967 | $412.7K | 0.27% | 00.0% | Unchanged |
| Change Path, LLC | 7,130 | $409.5K | 0.01% | +2,348+49.1% | Added |
| Cutter & CO Brokerage, Inc. | 7,122 | $409.0K | 0.10% | +7,122 | New |
| GTS Securities LLC | 7,065 | $405.7K | 0.02% | +7,065 | New |
| Moors & Cabot, Inc. | 6,963 | $399.9K | 0.02% | +56+0.8% | Added |
| Wedmont Private Capital | 7,883 | $393.3K | 0.02% | +189+2.5% | Added |
| Keybank National Association | 6,830 | $392.2K | 0.00% | +90+1.3% | Added |
| 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 |
| Strategic Global Advisors, LLC | 6,792 | $390.1K | 0.08% | +6,792 | New |
| AE Wealth Management LLC | 6,753 | $387.8K | 0.00% | −145−2.1% | Reduced |
| Atria Wealth Solutions, Inc. | 6,740 | $387.1K | 0.00% | −650−8.8% | Reduced |
| Hexagon Capital Partners LLC | 6,728 | $386.4K | 0.07% | +65+1.0% | Added |
| Geneos Wealth Management Inc. | 6,679 | $383.6K | 0.01% | +1,471+28.2% | Added |
| Net Worth Advisory Group | 6,551 | $376.2K | 0.12% | −359−5.2% | Reduced |
| Medallion Wealth Advisors, LLC | 6,487 | $372.2K | 0.17% | 00.0% | Unchanged |
| Natural Investments, LLC | 6,461 | $371.0K | 0.11% | −299−4.4% | Reduced |
| Keel Point, LLC | 6,430 | $369.3K | 0.03% | −203−3.1% | Reduced |
| FineMark National Bank & Trust | 6,267 | $359.9K | 0.01% | +6,267 | New |
| Lido Advisors, LLC | 6,078 | $359.3K | 0.00% | −1,453−19.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,254 | $359.2K | 0.05% | +459+7.9% | Added |
| Walleye Capital LLC | 6,201 | $356.1K | 0.00% | −19,581−75.9% | Reduced |
| Choate Investment Advisors | 6,174 | $354.6K | 0.01% | +243+4.1% | Added |
| Riversedge Advisors, LLC | 6,124 | $351.7K | 0.08% | +1,382+29.1% | Added |
| HB Wealth Management, LLC | 6,072 | $348.8K | 0.00% | +6,072 | New |
| Sonoma Private Wealth LLC | 6,062 | $348.1K | 0.48% | −573−8.6% | Reduced |
| Sym Financial Corp | 6,016 | $345.5K | 0.04% | +1,165+24.0% | Added |
| Richard P Slaughter Associates Inc | 6,006 | $344.9K | 0.08% | −33,110−84.6% | Reduced |
| Baldwin Investment Management, LLC | 5,857 | $336.4K | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 5,855 | $336.2K | 0.00% | +2,028+53.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,853 | $336.1K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,848 | $335.9K | 0.01% | +523+9.8% | Added |
| Principal Street Partners, LLC | 5,798 | $333.0K | 0.06% | 00.0% | Unchanged |
| Invesco Ltd. | 5,757 | $330.6K | 0.00% | −2,774−32.5% | Reduced |