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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2025: 513 institutions
Q1 2021: 263 institutionsQ2 2021: 262 institutionsQ3 2021: 263 institutionsQ4 2021: 284 institutionsQ1 2022: 297 institutionsQ2 2022: 292 institutionsQ3 2022: 289 institutionsQ4 2022: 316 institutionsQ1 2023: 338 institutionsQ2 2023: 365 institutionsQ3 2023: 375 institutionsQ4 2023: 412 institutionsQ1 2024: 411 institutionsQ2 2024: 419 institutionsQ3 2024: 425 institutionsQ4 2024: 466 institutionsQ1 2025: 507 institutionsQ2 2025: 513 institutionsQ3 2025: 555 institutionsQ4 2025: 617 institutionsQ1 2026: 646 institutionsQ2 2026: 713 institutions
Value heldQ2 2025: $4.68B
Q1 2021: $1.48BQ2 2021: $1.52BQ3 2021: $1.29BQ4 2021: $1.44BQ1 2022: $1.70BQ2 2022: $1.72BQ3 2022: $1.40BQ4 2022: $1.67BQ1 2023: $1.93BQ2 2023: $2.35BQ3 2023: $2.31BQ4 2023: $2.27BQ1 2024: $2.10BQ2 2024: $2.36BQ3 2024: $2.37BQ4 2024: $2.67BQ1 2025: $4.30BQ2 2025: $4.68BQ3 2025: $5.64BQ4 2025: $6.53BQ1 2026: $6.97BQ2 2026: $8.00B
Institutions holding HSBC and their total value by quarter
QuarterHoldersValue
Q2 2026713$8.00B
Q1 2026646$6.97B
Q4 2025617$6.53B
Q3 2025555$5.64B
Q2 2025513$4.68B
Q1 2025507$4.30B
Q4 2024466$2.67B
Q3 2024425$2.37B
Q2 2024419$2.36B
Q1 2024411$2.10B
Q4 2023412$2.27B
Q3 2023375$2.31B
Q2 2023365$2.35B
Q1 2023338$1.93B
Q4 2022316$1.67B
Q3 2022289$1.40B
Q2 2022292$1.72B
Q1 2022297$1.70B
Q4 2021284$1.44B
Q3 2021263$1.29B
Q2 2021262$1.52B
Q1 2021263$1.48B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q1 2025.

Institutions holding HSBC in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Alerus Financial NA1$610.00%+1New
Rise Advisors, LLC2$1380.00%00.0%Unchanged
Rakuten Securities, Inc.4$2430.00%−152−97.4%Reduced
Blume Capital Management, Inc.4$2440.00%+4New
GPS Wealth Strategies Group, LLC7$4250.00%−78−91.8%Reduced
Kilter Group LLC13$7910.00%+13New
High Note Wealth, LLC15$9120.00%00.0%Unchanged
Proathlete Wealth Management LLC16$9720.00%+16New
Nalls Sherbakoff Group, LLC25$1.52K0.00%00.0%Unchanged
Abound Wealth Management26$1.58K0.00%−1−3.7%Reduced
First Command Advisory Services, Inc.26$1.58K0.00%00.0%Unchanged
Mount Yale Investment Advisors, LLC26$1.58K0.00%+26New
Beaird Harris Wealth Management, LLC30$1.82K0.00%+30New
Pacifica Partners Inc.30$1.82K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.33$2.01K0.00%00.0%Unchanged
Key Financial Inc39$2.37K0.00%00.0%Unchanged
SWAN Capital LLC42$2.55K0.00%+42New
Brown, Lisle/Cummings, Inc.44$2.65K0.00%+1+2.3%Added
Financial Network Wealth Advisors LLC45$2.74K0.00%00.0%Unchanged
Salomon & Ludwin, LLC47$2.85K0.00%+47New
Clean Yield Group48$2.92K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC50$3.04K0.00%00.0%Unchanged
LRI Investments, LLC51$3.09K0.00%00.0%Unchanged
WealthCollab, LLC52$3.16K0.00%00.0%Unchanged
Hollencrest Capital Management54$3.28K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC66$4.01K0.00%+66New
Caldwell Sutter Capital, Inc.69$4.20K0.00%00.0%Unchanged
Brown Brothers Harriman & Co79$4.80K0.00%+79New
Archer Investment Corp79$4.81K0.00%+3+3.9%Added
Kayne Anderson Rudnick Investment Management LLC83$5.06K0.00%+2+2.5%Added
Sound Income Strategies, LLC84$5.11K0.00%−52−38.2%Reduced
North Star Investment Management Corp.90$5.47K0.00%00.0%Unchanged
WPG Advisers, LLC93$5.65K0.00%00.0%Unchanged
Stephens Consulting, LLC95$5.78K0.00%+95New
ORG Partners LLC98$5.91K0.00%+64+188.2%Added
FNY Investment Advisers, LLC100$6.00K0.00%+100New
Chesapeake Asset Management LLC100$6.08K0.01%00.0%Unchanged
Hoey Investments, Inc100$6.08K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC100$6.08K0.00%00.0%Unchanged
Main Street Group, LTD100$6.08K0.00%00.0%Unchanged
CoreFirst Bank & Trust100$6.08K0.00%+100New
Oliver Lagore Vanvalin Investment Group108$6.20K0.00%+108New
Raffa Wealth Management, LLC105$6.38K0.00%00.0%Unchanged
AXA S.A.118$7.17K0.00%+85+257.6%Added
Golden State Wealth Management, LLC120$7.31K0.00%+5+4.3%Added
Financial Connections Group, Inc.143$8.00K0.00%00.0%Unchanged
PrairieView Partners, LLC135$8.00K0.00%00.0%Unchanged
CVA Family Office, LLC136$8.27K0.00%−18−11.7%Reduced
Legacy Wealth Managment, LLC144$8.75K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC144$8.75K0.00%+144New
Duncker Streett & Co Inc148$9.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.152$9.29K0.00%+40+35.7%Added
Logan Capital Management Inc155$9.42K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC158$9.61K0.00%00.0%Unchanged
Center for Financial Planning, Inc.163$9.91K0.00%00.0%Unchanged
Roxbury Financial LLC168$10.2K0.01%00.0%Unchanged
Fortitude Family Office, LLC169$10.3K0.00%00.0%Unchanged
Bare Financial Services, Inc176$10.7K0.00%+142+417.6%Added
Atlantic Union Bankshares Corp180$10.9K0.00%+180New
Bell Investment Advisors, Inc189$11.5K0.00%−10−5.0%Reduced
Valued Wealth Advisors LLC189$11.5K0.01%00.0%Unchanged
Creative Financial Designs Inc191$11.6K0.00%00.0%Unchanged
BankPlus Trust Department192$11.7K0.00%00.0%Unchanged
CX Institutional205$12.0K0.00%00.0%Unchanged
Valley National Advisers Inc200$12.0K0.00%00.0%Unchanged
Clear Street Markets LLC200$12.2K0.00%−700−77.8%Reduced
MRP Capital Investments, LLC200$12.2K0.01%−200−50.0%Reduced
Costello Asset Management, INC200$12.2K0.00%00.0%Unchanged
Zions Bancorporation, National Association203$12.3K0.00%−1−0.5%Reduced
Federated Hermes, Inc.203$12.3K0.00%00.0%Unchanged
Trust Co of Toledo NA214$13.0K0.00%+214New
Plante Moran Financial Advisors, LLC219$13.3K0.00%−385−63.7%Reduced
South State Corp.223$13.6K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC227$13.8K0.00%−1,415−86.2%Reduced
Atwood & Palmer Inc233$14.2K0.00%+233New
Binnacle Investments Inc246$15.0K0.01%+135+121.6%Added
Bartlett & Co. Wealth Management LLC254$15.4K0.00%00.0%Unchanged
Robinswood Financial LLC266$16.2K0.01%00.0%Unchanged
DB Fitzpatrick & Co, Inc275$16.7K0.01%+125+83.3%Added
UMA Financial Services, Inc.276$16.8K0.00%+13+4.9%Added
Cape Investment Advisory, Inc.323$19.6K0.01%+87+36.9%Added
Fairscale Capital, LLC321$19.7K0.01%+321New
Arlington Trust Co LLC335$20.4K0.00%00.0%Unchanged
Harbour Investments, Inc.361$21.9K0.00%00.0%Unchanged
Highline Wealth Partners LLC386$23.5K0.01%00.0%Unchanged
Cornerstone Planning Group LLC381$23.6K0.00%+99+35.1%Added
Inlight Wealth Management, LLC400$24.3K0.01%00.0%Unchanged
Bessemer Group Inc406$25.0K0.00%−458−53.0%Reduced
Frazier Financial Advisors, LLC415$25.2K0.02%00.0%Unchanged
Tortoise Investment Management, LLC418$25.4K0.00%00.0%Unchanged
CoreCap Advisors, LLC430$26.1K0.00%+300+230.8%Added
NewSquare Capital LLC432$26.3K0.00%+261+152.6%Added
TD Private Client Wealth LLC464$28.2K0.00%+234+101.7%Added
Smithfield Trust Co476$29.0K0.00%−24−4.8%Reduced
Capital Analysts, LLC501$30.0K0.00%−85−14.5%Reduced
GW&K Investment Management, LLC499$30.0K0.00%00.0%Unchanged
Accent Capital Management, LLC500$30.4K0.01%00.0%Unchanged
Westside Investment Management, Inc.510$30.7K0.01%+510New
Opal Wealth Advisors, LLC511$31.1K0.01%+511New
Boyd Watterson Asset Management LLC512$31.1K0.01%00.0%Unchanged