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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 5,725 | $328.8K | 0.00% | −204−3.4% | Reduced |
| Capital Performance Advisors LLP | 5,673 | $325.8K | 0.07% | +5,673 | New |
| Acorn Creek Capital LLC | 5,607 | $322.0K | 0.16% | +67+1.2% | Added |
| Colony Group, LLC | 5,600 | $321.9K | 0.00% | +110+2.0% | Added |
| 180 Wealth Advisors, LLC | 5,538 | $318.0K | 0.05% | −589−9.6% | Reduced |
| Waters Parkerson & Co., LLC | 5,500 | $315.9K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 5,487 | $315.1K | 0.00% | −43−0.8% | Reduced |
| Seven Mile Advisory | 5,456 | $313.3K | 0.21% | +51+0.9% | Added |
| Simon Quick Advisors, LLC | 5,381 | $309.0K | 0.02% | +5,381 | New |
| Independent Advisor Alliance | 5,248 | $301.4K | 0.01% | +20+0.4% | Added |
| New York State Common Retirement Fund | 5,188 | $297.9K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 5,117 | $293.9K | 0.00% | −772−13.1% | Reduced |
| Jones Financial Companies LLLP | 5,085 | $293.7K | 0.00% | +370+7.8% | Added |
| Manske Wealth Management | 5,108 | $293.4K | 0.11% | −1,270−19.9% | Reduced |
| Gitterman Wealth Management, LLC | 4,971 | $285.4K | 0.08% | −218−4.2% | Reduced |
| Camden Capital, LLC | 4,928 | $283.0K | 0.03% | +175+3.7% | Added |
| Kestra Advisory Services, LLC | 4,911 | $282.0K | 0.00% | +4,911 | New |
| Advisory Services Network, LLC | 4,896 | $281.2K | 0.01% | +4,896 | New |
| Foster Group, Inc. | 4,862 | $279.2K | 0.01% | +4,862 | New |
| Farther Finance Advisors, LLC | 4,780 | $273.7K | 0.01% | −640−11.8% | Reduced |
| Contravisory Investment Management, Inc. | 4,762 | $273.5K | 0.06% | +138+3.0% | Added |
| Canopy Partners, LLC | 4,760 | $273.4K | 0.11% | +40+0.8% | Added |
| Fiera Capital Corp | 4,756 | $273.1K | 0.00% | +4,756 | New |
| Kovitz Investment Group Partners, LLC | 4,738 | $272.1K | 0.00% | +4,738 | New |
| Legacy Capital Group California, Inc. | 4,716 | $270.8K | 0.09% | +138+3.0% | Added |
| Perigon Wealth Management, LLC | 4,689 | $269.3K | 0.01% | −105−2.2% | Reduced |
| Werba Rubin Papier Wealth Management | 4,603 | $264.4K | 0.06% | −1,730−27.3% | Reduced |
| Cornerstone Wealth Management, LLC | 4,602 | $264.3K | 0.02% | −304−6.2% | Reduced |
| Flputnam Investment Management Co | 4,601 | $264.2K | 0.00% | −59−1.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,558 | $261.9K | 0.07% | −167−3.5% | Reduced |
| Trust Point Inc. | 4,462 | $256.3K | 0.02% | −69−1.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,424 | $254.1K | 0.01% | +4,424 | New |
| Sunpointe, LLC | 4,261 | $252.4K | 0.13% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,350 | $249.8K | 0.01% | 00.0% | Unchanged |
| New Republic Capital, LLC | 4,347 | $249.6K | 0.11% | −517−10.6% | Reduced |
| First Manhattan Co | 4,009 | $237.5K | 0.00% | +4,009 | New |
| Sage Mountain Advisors LLC | 4,128 | $237.1K | 0.02% | +10+0.2% | Added |
| WealthTrust Axiom LLC | 4,075 | $234.0K | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,013 | $230.5K | 0.01% | +4,013 | New |
| Gryphon Financial Partners LLC | 4,005 | $230.0K | 0.03% | +4,005 | New |
| Kohmann Bosshard Financial Services, LLC | 4,000 | $229.7K | 0.03% | +100+2.6% | Added |
| Weil Company, Inc. | 4,000 | $229.7K | 0.07% | +4,000 | New |
| Total Clarity Wealth Management, Inc. | 4,637 | $229.3K | 0.07% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,989 | $229.1K | 0.00% | +3,989 | New |
| Tiaa Trust, National Association | 3,949 | $226.8K | 0.00% | −292−6.9% | Reduced |
| First Citizens Bank & Trust Co | 3,907 | $224.4K | 0.01% | +3,907 | New |
| D'Orazio & Associates, Inc. | 3,896 | $223.7K | 0.03% | +3,896 | New |
| Buckingham Strategic Partners | 3,854 | $221.4K | 0.00% | +3,854 | New |
| EverSource Wealth Advisors, LLC | 3,834 | $220.2K | 0.01% | +1,361+55.0% | Added |
| Wolf Group Capital Advisors | 3,812 | $218.9K | 0.07% | +3,812 | New |
| Samalin Investment Counsel, LLC | 3,657 | $210.0K | 0.09% | +3,657 | New |
| Argyle Capital Management Inc. | 3,650 | $209.6K | 0.08% | +3,650 | New |
| Seed Wealth Management, Inc. | 3,630 | $208.5K | 0.17% | +3,630 | New |
| Pensionmark Financial Group, LLC | 3,626 | $208.3K | 0.01% | +3,626 | New |
| Ewa, LLC | 3,524 | $202.4K | 0.08% | +3,524 | New |
| Barometer Capital Management Inc. | 3,080 | $175.3K | 0.07% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,536 | $174.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,706 | $155.4K | 0.00% | +192+7.6% | Added |
| Federation des caisses Desjardins du Quebec | 2,525 | $145.0K | 0.00% | −150−5.6% | Reduced |
| Rosenberg Matthew Hamilton | 2,446 | $140.5K | 0.04% | +101+4.3% | Added |
| Addison Advisors LLC | 2,394 | $137.5K | 0.04% | +60+2.6% | Added |
| JFS Wealth Advisors, LLC | 2,306 | $132.4K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,140 | $122.9K | 0.00% | −1,139−34.7% | Reduced |
| JCIC Asset Management Inc. | 2,022 | $116.1K | 0.05% | −90−4.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,926 | $114.1K | 0.00% | +100+5.5% | Added |
| Caitong International Asset Management Co., Ltd | 1,935 | $111.1K | 0.08% | +1,935 | New |
| Allianz SE | 1,923 | $110.4K | 0.00% | +1,923 | New |
| Raiffeisen Bank International AG | 1,950 | $110.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,832 | $105.2K | 0.01% | −126−6.4% | Reduced |
| Manchester Capital Management LLC | 1,817 | $104.4K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,810 | $104.0K | 0.00% | −5,188−74.1% | Reduced |
| Allworth Financial LP | 1,824 | $101.6K | 0.00% | +364+24.9% | Added |
| NBC Securities, Inc. | 1,723 | $98.0K | 0.01% | +1,722+172,200.0% | Added |
| Ameriflex Group, Inc. | 1,641 | $94.2K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,528 | $87.8K | 0.07% | −99−6.1% | Reduced |
| Sierra Ocean, LLC | 1,471 | $84.5K | 0.07% | −10−0.7% | Reduced |
| Huntington National Bank | 1,465 | $84.1K | 0.00% | −472−24.4% | Reduced |
| Umb Bank N A | 1,419 | $81.5K | 0.00% | −95−6.3% | Reduced |
| Fifth Third Bancorp | 1,380 | $79.3K | 0.00% | +29+2.1% | Added |
| CIBC Private Wealth Group, LLC | 1,642 | $76.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,320 | $75.8K | 0.00% | +492+59.4% | Added |
| Point72 Hong Kong Ltd | 1,223 | $70.2K | 0.01% | +1,223 | New |
| Bogart Wealth, LLC | 1,129 | $64.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,077 | $61.9K | 0.00% | +851+376.5% | Added |
| Ridgewood Investments LLC | 1,073 | $61.6K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,024 | $58.8K | 0.00% | +249+32.1% | Added |
| AdvisorNet Financial, Inc | 936 | $53.8K | 0.00% | +105+12.6% | Added |
| Edmond de Rothschild Holding S.A. | 907 | $52.1K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 900 | $51.7K | 0.04% | −800−47.1% | Reduced |
| Hantz Financial Services, Inc. | 884 | $51.0K | 0.00% | +884 | New |
| Private Wealth Asset Management, LLC | 874 | $50.2K | 0.01% | +874 | New |
| Bessemer Group Inc | 864 | $50.0K | 0.00% | +292+51.0% | Added |
| Financial Management Professionals, Inc. | 868 | $49.8K | 0.01% | +14+1.6% | Added |
| Hanson & Doremus Investment Management | 809 | $46.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 783 | $45.0K | 0.01% | +417+113.9% | Added |
| Elequin Capital LP | 772 | $44.3K | 0.01% | +570+282.2% | Added |
| Garde Capital, Inc. | 750 | $43.1K | 0.00% | +750 | New |
| Rothschild Investment LLC | 741 | $42.6K | 0.00% | +57+8.3% | Added |
| Paradigm Asset Management Co LLC | 700 | $40.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 689 | $39.6K | 0.00% | 00.0% | Unchanged |