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 |
|---|---|---|---|---|---|
| HM Payson & Co | 530 | $32.2K | 0.00% | −26−4.7% | Reduced |
| Whittier Trust Co | 535 | $32.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 537 | $32.6K | 0.01% | +537 | New |
| Berbice Capital Management LLC | 600 | $36.5K | 0.03% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 604 | $36.7K | 0.02% | +21+3.6% | Added |
| Ameritas Advisory Services, LLC | 644 | $39.2K | 0.00% | +644 | New |
| MCF Advisors LLC | 689 | $41.9K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 700 | $42.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 725 | $44.1K | 0.00% | −143−16.5% | Reduced |
| Garde Capital, Inc. | 750 | $45.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 763 | $46.4K | 0.00% | +592+346.2% | Added |
| Parkside Financial Bank & Trust | 802 | $48.8K | 0.01% | +19+2.4% | Added |
| Hanson & Doremus Investment Management | 809 | $49.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 814 | $49.5K | 0.00% | +73+9.9% | Added |
| Spire Wealth Management | 820 | $49.8K | 0.00% | −500−37.9% | Reduced |
| Private Wealth Asset Management, LLC | 874 | $53.1K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 907 | $55.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 910 | $55.3K | 0.00% | −114−11.1% | Reduced |
| AdvisorNet Financial, Inc | 1,036 | $63.0K | 0.00% | +100+10.7% | Added |
| Ridgewood Investments LLC | 1,073 | $65.2K | 0.03% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,092 | $66.4K | 0.05% | −843−43.6% | Reduced |
| Headlands Technologies LLC | 1,101 | $66.9K | 0.01% | +1,101 | New |
| Twin Peaks Wealth Advisors, LLC | 1,086 | $70.6K | 0.02% | +1,086 | New |
| Bogart Wealth, LLC | 1,227 | $74.6K | 0.00% | +98+8.7% | Added |
| Fifth Third Bancorp | 1,242 | $75.5K | 0.00% | −138−10.0% | Reduced |
| Huntington National Bank | 1,364 | $82.9K | 0.00% | −101−6.9% | Reduced |
| Umb Bank N A | 1,419 | $86.3K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 1,531 | $93.1K | 0.07% | +60+4.1% | Added |
| State of Wyoming | 1,624 | $98.7K | 0.01% | +1,624 | New |
| NBC Securities, Inc. | 1,723 | $104.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,838 | $111.7K | 0.01% | +21+1.2% | Added |
| Bruce G. Allen Investments, LLC | 1,845 | $112.2K | 0.09% | +317+20.7% | Added |
| JFS Wealth Advisors, LLC | 1,885 | $114.6K | 0.01% | −421−18.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,895 | $115.2K | 0.00% | −31−1.6% | Reduced |
| Raiffeisen Bank International AG | 1,950 | $118.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,972 | $119.9K | 0.01% | +140+7.6% | Added |
| Ronald Blue Trust, Inc. | 2,261 | $137.4K | 0.00% | −445−16.4% | Reduced |
| Addison Advisors LLC | 2,466 | $149.9K | 0.04% | +72+3.0% | Added |
| Federation des caisses Desjardins du Quebec | 2,525 | $153.5K | 0.00% | 00.0% | Unchanged |
| Edgar Lomax Co | 12,845 | $155.2K | 0.01% | +12,845 | New |
| Rosenberg Matthew Hamilton | 2,578 | $156.7K | 0.04% | +132+5.4% | Added |
| Rexford Capital Inc | 2,713 | $164.9K | 0.14% | +2,713 | New |
| AlphaCore Capital LLC | 2,756 | $167.5K | 0.01% | +2,756 | New |
| GeoWealth Management, LLC | 3,017 | $183.4K | 0.01% | +877+41.0% | Added |
| Allianz SE | 3,125 | $190.0K | 0.00% | +1,202+62.5% | Added |
| Xponance, Inc. | 3,339 | $203.0K | 0.00% | +3,339 | New |
| Symphony Financial Services, Inc. | 3,346 | $203.4K | 0.12% | +3,346 | New |
| Seed Wealth Management, Inc. | 3,430 | $208.5K | 0.16% | −200−5.5% | Reduced |
| Integrated Advisors Network LLC | 3,478 | $211.4K | 0.01% | +3,478 | New |
| IFP Advisors, Inc | 3,481 | $211.6K | 0.01% | −22,323−86.5% | Reduced |
| Tower Wealth Partners, Inc. | 3,499 | $212.7K | 0.13% | +3,499 | New |
| Diametric Capital, LP | 3,552 | $215.9K | 0.12% | +3,552 | New |
| Wealthstream Advisors, Inc. | 3,592 | $218.4K | 0.04% | +3,592 | New |
| Jump Financial, LLC | 3,630 | $220.7K | 0.00% | +3,630 | New |
| Argyle Capital Management Inc. | 3,650 | $221.9K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,675 | $223.0K | 0.00% | +1,865+103.0% | Added |
| RMB Capital Management, LLC | 3,714 | $225.8K | 0.00% | +3,714 | New |
| Seeds Investor LLC | 3,726 | $226.5K | 0.05% | +3,726 | New |
| Kingsview Wealth Management, LLC | 3,741 | $227.4K | 0.00% | +3,741 | New |
| Greenup Street Wealth Management LLC | 3,748 | $227.8K | 0.04% | +3,748 | New |
| Wrapmanager Inc | 3,803 | $231.2K | 0.06% | +3,803 | New |
| Samalin Investment Counsel, LLC | 3,806 | $231.4K | 0.09% | +149+4.1% | Added |
| Ewa, LLC | 3,820 | $232.2K | 0.07% | +296+8.4% | Added |
| Principal Securities, Inc. | 3,904 | $237.3K | 0.00% | +368+10.4% | Added |
| First Citizens Bank & Trust Co | 3,930 | $238.9K | 0.00% | +23+0.6% | Added |
| D'Orazio & Associates, Inc. | 3,947 | $239.9K | 0.03% | +51+1.3% | Added |
| New Republic Capital, LLC | 3,994 | $242.8K | 0.09% | −353−8.1% | Reduced |
| Weil Company, Inc. | 4,000 | $243.2K | 0.06% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 4,000 | $243.2K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 4,009 | $243.7K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,022 | $244.3K | 0.00% | +168+4.4% | Added |
| Sunpointe, LLC | 4,046 | $246.0K | 0.10% | −215−5.0% | Reduced |
| AlTi Global, Inc. | 4,046 | $246.0K | 0.01% | +4,046 | New |
| WealthTrust Axiom LLC | 4,075 | $247.7K | 0.07% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,102 | $249.4K | 0.02% | −500−10.9% | Reduced |
| Richard P Slaughter Associates Inc | 4,112 | $250.0K | 0.05% | −1,894−31.5% | Reduced |
| Pensionmark Financial Group, LLC | 4,136 | $251.5K | 0.01% | +510+14.1% | Added |
| Sage Mountain Advisors LLC | 4,143 | $251.9K | 0.02% | +15+0.4% | Added |
| First Affirmative Financial Network | 4,156 | $252.7K | 0.13% | +4,156 | New |
| Perigon Wealth Management, LLC | 4,222 | $256.6K | 0.01% | −467−10.0% | Reduced |
| Boston Private Wealth LLC | 4,256 | $258.7K | 0.01% | +4,256 | New |
| Texas Yale Capital Corp. | 4,350 | $264.4K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 4,367 | $265.5K | 0.06% | +4,367 | New |
| Farther Finance Advisors, LLC | 4,417 | $268.5K | 0.01% | −363−7.6% | Reduced |
| Tiaa Trust, National Association | 4,549 | $276.5K | 0.00% | +600+15.2% | Added |
| Safeguard Investment Advisory Group, LLC | 4,661 | $283.4K | 0.07% | +103+2.3% | Added |
| Foster Group, Inc. | 4,668 | $283.8K | 0.01% | −194−4.0% | Reduced |
| Canopy Partners, LLC | 4,760 | $289.4K | 0.11% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 4,770 | $290.0K | 0.01% | +4,770 | New |
| Quadrature Capital Ltd | 4,792 | $291.2K | 0.01% | +4,792 | New |
| Purkiss Capital Advisors LLC | 4,824 | $293.2K | 0.16% | +4,824 | New |
| Manske Wealth Management | 4,858 | $295.3K | 0.10% | −250−4.9% | Reduced |
| Camden Capital, LLC | 4,880 | $296.7K | 0.03% | −48−1.0% | Reduced |
| Gitterman Wealth Management, LLC | 4,890 | $297.2K | 0.07% | −81−1.6% | Reduced |
| Trexquant Investment LP | 4,934 | $299.9K | 0.00% | +4,934 | New |
| EP Wealth Advisors, LLC | 4,962 | $301.6K | 0.00% | +4,962 | New |
| Contravisory Investment Management, Inc. | 4,972 | $302.2K | 0.06% | +210+4.4% | Added |
| Werba Rubin Papier Wealth Management | 4,982 | $302.9K | 0.06% | +379+8.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,984 | $303.0K | 0.01% | −869−14.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 5,024 | $305.4K | 0.01% | +600+13.6% | Added |