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Livermore
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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

Q2 2025 vs. Q1 2025

How the institutions holding HSBC Holdings PLC changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of HSBC: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders50711513+17
Shares74.9M250.1K77.0M+2.41M (+3.2%)
Value$4.30B$14.4M$4.68B+$396.6M (+9.3%)

11 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (72)

Institutions that held HSBC Holdings PLC at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to HSBC in Q2 2025
InstitutionSharesValue% of portfolio
Limestone Investment Advisors LP69,037$4.20M1.82%
AMJ Financial Wealth Management62,213$3.78M0.96%
Wetherby Asset Management Inc59,484$3.62M0.16%
LSV Asset Management42,600$2.59M0.01%
WCG Wealth Advisors LLC31,473$1.91M0.12%
Pekin Hardy Strauss, Inc.26,525$1.61M0.18%
NewEdge Wealth, LLC25,567$1.61M0.03%
Glenmede Investment Management, LP26,305$1.60M0.01%
Vise Technologies, Inc.25,392$1.54M0.06%
CIBC Asset Management Inc24,980$1.52M0.00%
Quantbot Technologies LP24,279$1.48M0.04%
Vestmark Advisory Solutions, Inc.22,543$1.37M0.02%
Ted Buchan & Co21,314$1.30M0.52%
Group One Trading, L.P.11,193$680.4K0.02%
Congress Wealth Management LLC9,132$555.1K0.01%
Westerkirk Capital Inc.8,544$519.4K0.06%
Global Retirement Partners, LLC8,179$497.2K0.01%
Bayesian Capital Management, LP7,100$431.6K0.07%
Farringdon Capital, Ltd.7,037$427.8K0.14%
Main Street Research LLC6,997$425.3K0.03%
Summit Trail Advisors, LLC6,905$419.8K0.01%
Haven Private, LLC6,288$382.2K0.17%
EP Wealth Advisors, LLC4,962$301.6K0.00%
Trexquant Investment LP4,934$299.9K0.00%
Purkiss Capital Advisors LLC4,824$293.2K0.16%
Quadrature Capital Ltd4,792$291.2K0.01%
Concurrent Investment Advisors, LLC4,770$290.0K0.01%
Syverson Strege & Co4,367$265.5K0.06%
Boston Private Wealth LLC4,256$258.7K0.01%
First Affirmative Financial Network4,156$252.7K0.13%
AlTi Global, Inc.4,046$246.0K0.01%
Wrapmanager Inc3,803$231.2K0.06%
Greenup Street Wealth Management LLC3,748$227.8K0.04%
Kingsview Wealth Management, LLC3,741$227.4K0.00%
Seeds Investor LLC3,726$226.5K0.05%
RMB Capital Management, LLC3,714$225.8K0.00%
Jump Financial, LLC3,630$220.7K0.00%
Wealthstream Advisors, Inc.3,592$218.4K0.04%
Diametric Capital, LP3,552$215.9K0.12%
Tower Wealth Partners, Inc.3,499$212.7K0.13%
Integrated Advisors Network LLC3,478$211.4K0.01%
Symphony Financial Services, Inc.3,346$203.4K0.12%
Xponance, Inc.3,339$203.0K0.00%
AlphaCore Capital LLC2,756$167.5K0.01%
Rexford Capital Inc2,713$164.9K0.14%
Edgar Lomax Co12,845$155.2K0.01%
State of Wyoming1,624$98.7K0.01%
Twin Peaks Wealth Advisors, LLC1,086$70.6K0.02%
Headlands Technologies LLC1,101$66.9K0.01%
Ameritas Advisory Services, LLC644$39.2K0.00%
Raleigh Capital Management Inc.537$32.6K0.01%
Opal Wealth Advisors, LLC511$31.1K0.01%
Westside Investment Management, Inc.510$30.7K0.01%
Fairscale Capital, LLC321$19.7K0.01%
Atwood & Palmer Inc233$14.2K0.00%
Trust Co of Toledo NA214$13.0K0.00%
Atlantic Union Bankshares Corp180$10.9K0.00%
Legacy Investment Solutions, LLC144$8.75K0.00%
Oliver Lagore Vanvalin Investment Group108$6.20K0.00%
CoreFirst Bank & Trust100$6.08K0.00%
FNY Investment Advisers, LLC100$6.00K0.00%
Stephens Consulting, LLC95$5.78K0.00%
Brown Brothers Harriman & Co79$4.80K0.00%
Principia Wealth Advisory, LLC66$4.01K0.00%
Salomon & Ludwin, LLC47$2.85K0.00%
SWAN Capital LLC42$2.55K0.00%
Beaird Harris Wealth Management, LLC30$1.82K0.00%
Mount Yale Investment Advisors, LLC26$1.58K0.00%
Proathlete Wealth Management LLC16$9720.00%
Kilter Group LLC13$7910.00%
Blume Capital Management, Inc.4$2440.00%
Alerus Financial NA1$610.00%

Sold out (55)

Institutions that held HSBC Holdings PLC at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of HSBC in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Arrowstreet Capital, Limited Partnership1,038,403$59.6M
Jain Global LLC67,261$3.86M
PEAK6 LLC59,778$3.43M
FORA Capital, LLC38,783$2.23M
Simplex Trading, LLC37,320$2.14M
Pacer Advisors, Inc.31,372$1.80M
Entropy Technologies, LP31,196$1.79M
Cubist Systematic Strategies, LLC27,237$1.56M
Price Capital Management, Inc.25,240$1.45M
TownSquare Capital, LLC22,477$1.29M
Two Sigma Securities, LLC18,613$1.07M
Legacy Financial Advisors, Inc.17,084$981.1K
Squarepoint Ops LLC12,514$718.7K
Advisors Preferred, LLC11,040$632.1K
Two Sigma Investments, LP10,100$580.0K
Bridgefront Capital, LLC8,604$494.1K
Cutter & CO Brokerage, Inc.7,122$409.0K
GTS Securities LLC7,065$405.7K
Belpointe Asset Management LLC6,800$390.5K
Fortis Capital Advisors, LLC6,800$390.5K
Atria Wealth Solutions, Inc.6,740$387.1K
Hexagon Capital Partners LLC6,728$386.4K
Walleye Capital LLC6,201$356.1K
Simon Quick Advisors, LLC5,381$309.0K
Centiva Capital, LP4,013$230.5K
Total Clarity Wealth Management, Inc.4,637$229.3K
Kestra Private Wealth Services, LLC3,989$229.1K
Ameriflex Group, Inc.1,641$94.2K
Point72 Hong Kong Ltd1,223$70.2K
Tower Research Capital LLC (TRC)1,077$61.9K
Elequin Capital LP772$44.3K
Wayfinding Financial, LLC522$30.0K
Silicon Valley Capital Partners443$25.6K
Ramirez Asset Management, Inc.412$23.7K
Global Financial Private Client, LLC336$19.3K
City Holding Co222$12.7K
Smallwood Wealth Investment Management, LLC173$9.94K
Truvestments Capital LLC165$9.48K
Dunhill Financial, LLC121$6.95K
Asset Dedication, LLC100$5.74K
Capital A Wealth Management, LLC98$5.63K
REAP Financial Group, LLC87$5.00K
GHP Investment Advisors, Inc.85$4.88K
Mather Group, LLC.79$4.54K
FSC Wealth Advisors, LLC79$4.54K
Wiser Advisor Group LLC76$4.36K
Continuum Advisory, LLC61$3.50K
Hazlett, Burt & Watson, Inc.51$3.00K
Clearstead Advisors, LLC46$2.64K
Cullen/Frost Bankers, Inc.26$1.49K
Mattson Financial Services, LLC23$1.32K
Bayforest Capital Ltd16$919
Halbert Hargrove Global Advisors, LLC6$325
Albion Financial Group4$230
West Branch Capital LLC3$187

Not filed for Q2 2025 yet (11)

Institutions that held HSBC Holdings PLC at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HSBC in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Caas Capital Management LP73,529$4.22M
CAPROCK Group, Inc.55,939$3.31M
Orion Portfolio Solutions, LLC45,194$2.60M
Glenmede Trust Co NA27,241$1.56M
Schechter Investment Advisors, LLC11,432$656.6K
Callan Capital, LLC11,233$645.1K
Cable Hill Partners, LLC10,964$614.9K
Lindbrook Capital, LLC8,543$490.6K
Wolf Group Capital Advisors3,812$218.9K
JCIC Asset Management Inc.2,022$116.1K
Sandy Spring Bank180$10.3K