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, Q2 2025
Institutional positions in HSBC Holdings PLC as of Jun 30, 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
- 513
- +17 vs. Q1 2025
- Shares held
- 77.0M
- +2.41M (+3.2%) vs. Q1 2025
- Total value
- $4.68B
- +$396.6M (+9.3%) vs. Q1 2025
- New holders
- 72
- 214 more added
- Sold out
- 55
- 127 more reduced
11 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 17,043,371 | $1.04B | 0.41% | +1,430,797+9.2% | Added |
| Dimensional Fund Advisors LP | 10,390,571 | $631.6M | 0.15% | +4,3430.0% | Added |
| Morgan Stanley | 6,289,571 | $382.3M | 0.02% | −202,176−3.1% | Reduced |
| Goldman Sachs Group Inc | 5,605,773 | $340.8M | 0.06% | +879,353+18.6% | Added |
| FMR LLC | 3,359,674 | $204.2M | 0.01% | +269,952+8.7% | Added |
| Sanders Capital, LLC | 2,971,630 | $180.6M | 0.24% | +2,910+0.1% | Added |
| BlackRock, Inc. | 2,943,866 | $179.0M | 0.00% | +54,115+1.9% | Added |
| Northern Trust Corp | 2,908,792 | $176.8M | 0.02% | +35,696+1.2% | Added |
| Bank of America Corp | 2,110,567 | $128.3M | 0.01% | −375,872−15.1% | Reduced |
| Contrarian Capital Management, L.L.C. | 1,265,656 | $76.9M | 22.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,252,709 | $76.2M | 0.01% | +205,262+19.6% | Added |
| American Century Companies Inc | 1,143,382 | $69.5M | 0.04% | +121,151+11.9% | Added |
| UBS Group AG | 1,020,907 | $62.1M | 0.01% | −149,794−12.8% | Reduced |
| First Trust Advisors LP | 689,250 | $41.9M | 0.03% | −116,879−14.5% | Reduced |
| Renaissance Technologies LLC | 651,222 | $39.6M | 0.05% | +256,600+65.0% | Added |
| Cookson Peirce & Co Inc | 646,724 | $39.3M | 1.73% | −17,031−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 502,973 | $30.6M | 0.49% | +8,349+1.7% | Added |
| JPMorgan Chase & Co | 502,200 | $30.5M | 0.00% | +309,738+160.9% | Added |
| O'Shaughnessy Asset Management, LLC | 469,659 | $28.6M | 0.19% | −12,173−2.5% | Reduced |
| QRG Capital Management, Inc. | 393,564 | $23.9M | 0.21% | +27,319+7.5% | Added |
| Natixis Advisors, L.P. | 386,314 | $23.5M | 0.04% | −6,245−1.6% | Reduced |
| Qube Research & Technologies Ltd | 365,570 | $22.2M | 0.03% | +98,048+36.7% | Added |
| Charles Schwab Investment Management Inc | 350,629 | $21.3M | 0.00% | +51,166+17.1% | Added |
| Raymond James Financial Inc | 338,050 | $20.6M | 0.01% | +4,072+1.2% | Added |
| Creative Planning | 313,074 | $19.0M | 0.02% | +14,368+4.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 306,115 | $18.6M | 0.06% | −19,961−6.1% | Reduced |
| 1832 Asset Management L.P. | 303,500 | $18.4M | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 299,844 | $18.2M | 0.01% | +66,194+28.3% | Added |
| Capital Fund Management S.A. | 298,782 | $18.2M | 0.20% | +243,637+441.8% | Added |
| Meritage Portfolio Management | 295,652 | $18.0M | 1.14% | −14,695−4.7% | Reduced |
| Quantinno Capital Management LP | 289,763 | $17.6M | 0.08% | +15,389+5.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 288,231 | $17.5M | 0.06% | −99,722−25.7% | Reduced |
| Bank of New York Mellon Corp | 288,062 | $17.5M | 0.00% | +10,633+3.8% | Added |
| Wells Fargo & Company | 279,437 | $17.0M | 0.00% | +5,687+2.1% | Added |
| Franklin Resources Inc | 271,011 | $16.5M | 0.00% | −24,879−8.4% | Reduced |
| HighTower Advisors, LLC | 241,644 | $14.7M | 0.02% | +22,699+10.4% | Added |
| Janney Capital Management LLC | 228,266 | $13.9M | 0.90% | −4,233−1.8% | Reduced |
| BNP Paribas Arbitrage, SA | 217,506 | $13.2M | 0.01% | +101,771+87.9% | Added |
| Citadel Advisors LLC | 217,379 | $13.2M | 0.01% | +99,763+84.8% | Added |
| Mercer Global Advisors Inc | 216,280 | $13.1M | 0.03% | +7,556+3.6% | Added |
| Bank of Montreal | 209,666 | $12.7M | 0.01% | +133,591+175.6% | Added |
| Mariner, LLC | 197,258 | $12.0M | 0.02% | +15,150+8.3% | Added |
| Promethos Capital, LLC | 192,564 | $11.7M | 3.95% | +11,600+6.4% | Added |
| Abc Arbitrage SA | 170,779 | $10.4M | 1.19% | +120,110+237.0% | Added |
| Gunderson Capital Management Inc. | 168,115 | $10.2M | 4.27% | −11,009−6.1% | Reduced |
| American Assets Investment Management, LLC | 166,918 | $10.1M | 0.82% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 159,153 | $9.67M | 0.04% | −6,044−3.7% | Reduced |
| AQR Capital Management LLC | 154,381 | $9.38M | 0.01% | +54,432+54.5% | Added |
| Ethic Inc. | 150,385 | $9.15M | 0.16% | −20,367−11.9% | Reduced |
| Ritholtz Wealth Management | 132,819 | $8.07M | 0.18% | −4,978−3.6% | Reduced |
| CWM, LLC | 129,095 | $7.85M | 0.03% | −1,755−1.3% | Reduced |
| SEI Investments Co | 125,767 | $7.65M | 0.01% | +10,565+9.2% | Added |
| Ameriprise Financial Inc | 119,764 | $7.28M | 0.00% | −81,772−40.6% | Reduced |
| M&T Bank Corp | 119,757 | $7.28M | 0.03% | +2,753+2.4% | Added |
| Stifel Financial Corp | 118,474 | $7.20M | 0.01% | −14,432−10.9% | Reduced |
| JustInvest LLC | 117,639 | $7.15M | 0.08% | +8,932+8.2% | Added |
| US Bancorp | 110,001 | $6.69M | 0.01% | −681−0.6% | Reduced |
| Hennessy Advisors Inc | 108,100 | $6.57M | 0.22% | 00.0% | Unchanged |
| Manatuck Hill Partners, LLC | 107,448 | $6.53M | 2.46% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 104,900 | $6.38M | 0.01% | +12,400+13.4% | Added |
| National Bank of Canada | 103,087 | $6.26M | 0.01% | +85,026+470.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 99,500 | $6.05M | 0.50% | +19,884+25.0% | Added |
| Cerity Partners LLC | 98,708 | $6.00M | 0.01% | +2,940+3.1% | Added |
| Quadrant Capital Group LLC | 96,273 | $5.85M | 0.21% | −19,761−17.0% | Reduced |
| Envestnet Asset Management Inc | 92,476 | $5.62M | 0.00% | +8,661+10.3% | Added |
| Aquatic Capital Management LLC | 90,445 | $5.50M | 0.11% | +77,125+579.0% | Added |
| Naviter Wealth, LLC | 84,074 | $5.11M | 0.63% | +2,560+3.1% | Added |
| MML Investors Services, LLC | 83,698 | $5.09M | 0.01% | +23,964+40.1% | Added |
| Truist Financial Corp | 80,884 | $4.92M | 0.01% | −3,043−3.6% | Reduced |
| Vident Advisory, LLC | 76,506 | $4.65M | 0.05% | +7,947+11.6% | Added |
| Callan Family Office, LLC | 69,112 | $4.20M | 0.13% | +50,235+266.1% | Added |
| SIH Partners, LLLP | 69,098 | $4.20M | 0.40% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 69,037 | $4.20M | 1.82% | +69,037 | New |
| Neuberger Berman Group LLC | 63,221 | $3.84M | 0.00% | +15,842+33.4% | Added |
| AMJ Financial Wealth Management | 62,213 | $3.78M | 0.96% | +62,213 | New |
| Old Port Advisors | 60,838 | $3.70M | 1.01% | −2,260−3.6% | Reduced |
| Atomi Financial Group, Inc. | 60,421 | $3.67M | 0.14% | +3,747+6.6% | Added |
| Stamos Capital Partners, L.P. | 60,218 | $3.66M | 0.66% | +8,907+17.4% | Added |
| Wetherby Asset Management Inc | 59,484 | $3.62M | 0.16% | +59,484 | New |
| Northwestern Mutual Wealth Management Co | 59,218 | $3.60M | 0.00% | −4,293−6.8% | Reduced |
| Signaturefd, LLC | 59,106 | $3.59M | 0.06% | +376+0.6% | Added |
| Catalyst Capital Advisors LLC | 57,805 | $3.51M | 0.07% | −2,675−4.4% | Reduced |
| Barclays PLC | 57,628 | $3.50M | 0.00% | +44,904+352.9% | Added |
| Sequoia Financial Advisors, LLC | 56,756 | $3.45M | 0.02% | +971+1.7% | Added |
| TD Waterhouse Canada Inc. | 56,459 | $3.40M | 0.02% | +44,003+353.3% | Added |
| The PNC Financial Services Group, Inc. | 55,054 | $3.35M | 0.00% | +1,640+3.1% | Added |
| Americana Partners, LLC | 54,952 | $3.34M | 0.12% | −2,131−3.7% | Reduced |
| TrueMark Investments, LLC | 53,870 | $3.27M | 0.71% | +8,326+18.3% | Added |
| Commonwealth Equity Services, LLC | 51,976 | $3.16M | 0.00% | −4,625−8.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 50,351 | $3.06M | 0.12% | −69,954−58.1% | Reduced |
| Brinker Capital Investments, LLC | 49,237 | $2.99M | 0.03% | +4,043+8.9% | Added |
| Janney Montgomery Scott LLC | 47,816 | $2.91M | 0.01% | −12,585−20.8% | Reduced |
| Rockefeller Capital Management L.P. | 46,718 | $2.84M | 0.01% | +7,802+20.0% | Added |
| Russell Investments Group, Ltd. | 46,695 | $2.84M | 0.00% | +11,270+31.8% | Added |
| Oppenheimer & Co Inc | 46,516 | $2.83M | 0.04% | +3,305+7.6% | Added |
| Yousif Capital Management, LLC | 46,031 | $2.80M | 0.03% | +3,140+7.3% | Added |
| Forum Financial Management, LP | 44,246 | $2.69M | 0.04% | +929+2.1% | Added |
| LSV Asset Management | 42,600 | $2.59M | 0.01% | +42,600 | New |
| CIBC World Markets Inc. | 42,179 | $2.56M | 0.01% | +4,069+10.7% | Added |
| Castleark Management LLC | 42,100 | $2.56M | 0.08% | −42,100−50.0% | Reduced |