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 |
|---|---|---|---|---|---|
| Whipplewood Advisors, LLC | 583 | $34.7K | 0.02% | −23−3.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 604 | $34.7K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 600 | $34.5K | 0.03% | +100+20.0% | Added |
| Capital Analysts, LLC | 586 | $34.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 556 | $31.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 535 | $30.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 522 | $30.0K | 0.01% | +522 | New |
| Accent Capital Management, LLC | 500 | $29.6K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 512 | $29.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 499 | $29.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 443 | $25.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 418 | $24.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 415 | $23.8K | 0.02% | −33−7.4% | Reduced |
| Ramirez Asset Management, Inc. | 412 | $23.7K | 0.00% | −120,486−99.7% | Reduced |
| MRP Capital Investments, LLC | 400 | $23.0K | 0.02% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 400 | $23.0K | 0.01% | +400 | New |
| Highline Wealth Partners LLC | 386 | $22.2K | 0.01% | +153+65.7% | Added |
| Harbour Investments, Inc. | 361 | $20.7K | 0.00% | +85+30.8% | Added |
| Global Financial Private Client, LLC | 336 | $19.3K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 335 | $19.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 282 | $15.8K | 0.00% | +22+8.5% | Added |
| Robinswood Financial LLC | 266 | $15.3K | 0.01% | +266 | New |
| UMA Financial Services, Inc. | 263 | $15.1K | 0.00% | +19+7.8% | Added |
| Bartlett & Co. Wealth Management LLC | 254 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 236 | $13.6K | 0.01% | −67−22.1% | Reduced |
| TD Private Client Wealth LLC | 230 | $13.2K | 0.00% | +44+23.7% | Added |
| South State Corp. | 223 | $12.8K | 0.00% | +223 | New |
| City Holding Co | 222 | $12.7K | 0.00% | +222 | New |
| CX Institutional | 205 | $12.0K | 0.00% | +205 | New |
| Zions Bancorporation, National Association | 204 | $11.7K | 0.00% | +204 | New |
| Federated Hermes, Inc. | 203 | $11.7K | 0.00% | −28−12.1% | Reduced |
| Costello Asset Management, INC | 200 | $11.5K | 0.00% | +200 | New |
| Bell Investment Advisors, Inc | 199 | $11.4K | 0.00% | +29+17.1% | Added |
| Valued Wealth Advisors LLC | 189 | $11.2K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 192 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $11.0K | 0.00% | −100−33.3% | Reduced |
| Creative Financial Designs Inc | 191 | $11.0K | 0.00% | +191 | New |
| Sandy Spring Bank | 180 | $10.3K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 168 | $10.1K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 173 | $9.94K | 0.01% | +173 | New |
| NewSquare Capital LLC | 171 | $9.82K | 0.00% | +99+137.5% | Added |
| Private Trust Co NA | 171 | $9.82K | 0.00% | +171 | New |
| Fortitude Family Office, LLC | 169 | $9.71K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 165 | $9.48K | 0.00% | +165 | New |
| Center for Financial Planning, Inc. | 163 | $9.36K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 158 | $9.07K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 156 | $8.96K | 0.00% | +154+7,700.0% | Added |
| Logan Capital Management Inc | 155 | $8.90K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 154 | $8.84K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 150 | $8.62K | 0.01% | +150 | New |
| Duncker Streett & Co Inc | 148 | $8.50K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 144 | $8.27K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 136 | $7.80K | 0.00% | +53+63.9% | Added |
| CoreCap Advisors, LLC | 130 | $7.47K | 0.00% | −459−77.9% | Reduced |
| PrairieView Partners, LLC | 135 | $7.00K | 0.00% | −11−7.5% | Reduced |
| Dunhill Financial, LLC | 121 | $6.95K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 115 | $6.63K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 112 | $6.48K | 0.00% | +47+72.3% | Added |
| Binnacle Investments Inc | 111 | $6.38K | 0.00% | +111 | New |
| Raffa Wealth Management, LLC | 105 | $6.03K | 0.00% | −159−60.2% | Reduced |
| Chesapeake Asset Management LLC | 100 | $5.74K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $5.74K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $5.74K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $5.74K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $5.74K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 98 | $5.63K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 93 | $5.34K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 91 | $5.23K | 0.00% | −38−29.5% | Reduced |
| North Star Investment Management Corp. | 90 | $5.17K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 87 | $5.00K | 0.00% | +86+8,600.0% | Added |
| GHP Investment Advisors, Inc. | 85 | $4.88K | 0.00% | +85 | New |
| GPS Wealth Strategies Group, LLC | 85 | $4.88K | 0.00% | +85 | New |
| Kayne Anderson Rudnick Investment Management LLC | 81 | $4.68K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 79 | $4.54K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 79 | $4.54K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 76 | $4.36K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 76 | $4.36K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 69 | $3.96K | 0.00% | −18−20.7% | Reduced |
| Continuum Advisory, LLC | 61 | $3.50K | 0.00% | −55−47.4% | Reduced |
| Hollencrest Capital Management | 54 | $3.10K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 52 | $2.99K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 51 | $2.92K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $2.87K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 48 | $2.76K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 46 | $2.64K | 0.00% | +28+155.6% | Added |
| Financial Network Wealth Advisors LLC | 45 | $2.58K | 0.00% | +45 | New |
| Brown, Lisle/Cummings, Inc. | 43 | $2.47K | 0.00% | +43 | New |
| Key Financial Inc | 39 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 34 | $1.95K | 0.00% | +34 | New |
| ORG Partners LLC | 34 | $1.95K | 0.00% | +34 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33 | $1.90K | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 33 | $1.90K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 30 | $1.60K | 0.00% | +30 | New |
| Abound Wealth Management | 27 | $1.55K | 0.00% | −13−32.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 26 | $1.49K | 0.00% | −50−65.8% | Reduced |
| First Command Advisory Services, Inc. | 26 | $1.49K | 0.00% | +26 | New |
| Nalls Sherbakoff Group, LLC | 25 | $1.44K | 0.00% | +25 | New |