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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 5,058 | $307.5K | 0.00% | +147+3.0% | Added |
| Seven Mile Advisory | 5,158 | $313.6K | 0.19% | −298−5.5% | Reduced |
| New York State Common Retirement Fund | 5,188 | $315.4K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 5,277 | $320.8K | 0.04% | −261−4.7% | Reduced |
| Cresset Asset Management, LLC | 5,330 | $324.0K | 0.00% | −7,782−59.4% | Reduced |
| Gryphon Financial Partners LLC | 5,342 | $324.8K | 0.04% | +1,337+33.4% | Added |
| Allworth Financial LP | 5,391 | $327.7K | 0.00% | +3,567+195.6% | Added |
| Waters Parkerson & Co., LLC | 5,500 | $334.3K | 0.02% | 00.0% | Unchanged |
| Sym Financial Corp | 5,519 | $335.5K | 0.04% | −497−8.3% | Reduced |
| Fiera Capital Corp | 5,606 | $340.8K | 0.00% | +850+17.9% | Added |
| Acorn Creek Capital LLC | 5,663 | $344.2K | 0.14% | +56+1.0% | Added |
| Capital Performance Advisors LLP | 5,694 | $346.1K | 0.07% | +21+0.4% | Added |
| Baldwin Investment Management, LLC | 5,707 | $346.9K | 0.04% | −150−2.6% | Reduced |
| Bryn Mawr Trust Co | 5,749 | $349.5K | 0.01% | −99−1.7% | Reduced |
| Benjamin Edwards Inc | 5,762 | $350.3K | 0.00% | +37+0.6% | Added |
| Flputnam Investment Management Co | 5,788 | $351.9K | 0.01% | +1,187+25.8% | Added |
| Sonoma Private Wealth LLC | 5,850 | $355.6K | 0.44% | −212−3.5% | Reduced |
| Jane Street Group, LLC | 5,905 | $359.0K | 0.00% | −9,213−60.9% | Reduced |
| Advisory Services Network, LLC | 5,912 | $362.4K | 0.01% | +1,016+20.8% | Added |
| Choate Investment Advisors | 6,134 | $372.9K | 0.01% | −40−0.6% | Reduced |
| FineMark National Bank & Trust | 6,200 | $376.9K | 0.01% | −67−1.1% | Reduced |
| Lido Advisors, LLC | 6,267 | $381.0K | 0.00% | +189+3.1% | Added |
| Haven Private, LLC | 6,288 | $382.2K | 0.17% | +6,288 | New |
| Trust Point Inc. | 6,368 | $387.1K | 0.04% | +1,906+42.7% | Added |
| Riversedge Advisors, LLC | 6,383 | $388.0K | 0.08% | +259+4.2% | Added |
| Natural Investments, LLC | 6,457 | $392.0K | 0.10% | −4−0.1% | Reduced |
| Medallion Wealth Advisors, LLC | 6,487 | $393.4K | 0.15% | 00.0% | Unchanged |
| Net Worth Advisory Group | 6,642 | $403.8K | 0.09% | +91+1.4% | Added |
| Geneos Wealth Management Inc. | 6,751 | $410.4K | 0.01% | +72+1.1% | Added |
| Summit Trail Advisors, LLC | 6,905 | $419.8K | 0.01% | +6,905 | New |
| Cromwell Holdings LLC | 6,967 | $423.5K | 0.26% | 00.0% | Unchanged |
| Main Street Research LLC | 6,997 | $425.3K | 0.03% | +6,997 | New |
| Farringdon Capital, Ltd. | 7,037 | $427.8K | 0.14% | +7,037 | New |
| Invesco Ltd. | 7,052 | $428.7K | 0.00% | +1,295+22.5% | Added |
| Independent Advisor Alliance | 7,056 | $428.9K | 0.01% | +1,808+34.5% | Added |
| Bayesian Capital Management, LP | 7,100 | $431.6K | 0.07% | +7,100 | New |
| Change Path, LLC | 7,137 | $433.9K | 0.01% | +7+0.1% | Added |
| Moors & Cabot, Inc. | 7,152 | $434.8K | 0.02% | +189+2.7% | Added |
| GQG Partners LLC | 7,225 | $439.2K | 0.00% | −174,493−96.0% | Reduced |
| Brown Advisory Inc | 7,232 | $439.6K | 0.00% | −11,316−61.0% | Reduced |
| AE Wealth Management LLC | 7,369 | $448.0K | 0.00% | +616+9.1% | Added |
| Keel Point, LLC | 7,496 | $455.7K | 0.03% | +1,066+16.6% | Added |
| Thrivent Financial for Lutherans | 7,513 | $457.0K | 0.00% | −107−1.4% | Reduced |
| Drive Wealth Management, LLC | 7,645 | $464.7K | 0.10% | +438+6.1% | Added |
| Crumly & Associates Inc. | 7,647 | $464.9K | 0.11% | −306−3.8% | Reduced |
| Jones Financial Companies LLLP | 7,661 | $466.0K | 0.00% | +2,576+50.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,694 | $467.7K | 0.00% | −1,461−16.0% | Reduced |
| Strategic Global Advisors, LLC | 7,715 | $469.0K | 0.08% | +923+13.6% | Added |
| Gallacher Capital Management LLC | 8,014 | $487.2K | 0.23% | −285−3.4% | Reduced |
| American Trust Investment Advisors, LLC | 8,045 | $489.1K | 0.25% | 00.0% | Unchanged |
| Cooper Financial Group | 8,075 | $490.9K | 0.06% | −4,878−37.7% | Reduced |
| Atlas Capital Advisors LLC | 8,083 | $491.4K | 0.06% | −3,949−32.8% | Reduced |
| Wedmont Private Capital | 7,979 | $495.3K | 0.02% | +96+1.2% | Added |
| EverSource Wealth Advisors, LLC | 8,166 | $496.4K | 0.02% | +4,332+113.0% | Added |
| Global Retirement Partners, LLC | 8,179 | $497.2K | 0.01% | +8,179 | New |
| HB Wealth Management, LLC | 8,226 | $500.1K | 0.00% | +2,154+35.5% | Added |
| Courier Capital LLC | 8,492 | $516.2K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 8,494 | $516.4K | 0.01% | +3,007+54.8% | Added |
| Allie Family Office LLC | 8,504 | $517.0K | 0.26% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 8,544 | $519.4K | 0.06% | +8,544 | New |
| Westover Capital Advisors, LLC | 8,597 | $522.6K | 0.10% | +447+5.5% | Added |
| Bridgewater Advisors Inc. | 8,033 | $522.6K | 0.04% | +330+4.3% | Added |
| Mesirow Financial Investment Management, Inc. | 8,754 | $532.2K | 0.01% | +872+11.1% | Added |
| HighMark Wealth Management LLC | 9,008 | $547.6K | 0.27% | 00.0% | Unchanged |
| Atria Investments LLC | 9,119 | $554.4K | 0.01% | +4,002+78.2% | Added |
| Congress Wealth Management LLC | 9,132 | $555.1K | 0.01% | +9,132 | New |
| Mission Wealth Management, LP | 9,162 | $556.9K | 0.01% | +298+3.4% | Added |
| Optas, LLC | 9,340 | $567.8K | 0.11% | −328−3.4% | Reduced |
| Deutsche Bank AG | 9,412 | $572.2K | 0.00% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 9,480 | $576.3K | 0.16% | +6,400+207.8% | Added |
| Investors Research Corp | 9,666 | $587.6K | 0.12% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 9,788 | $595.0K | 0.11% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 9,924 | $603.3K | 0.07% | −2,122−17.6% | Reduced |
| Corient IA LLC | 10,000 | $607.9K | 0.36% | 00.0% | Unchanged |
| Tepp RIA, LLC | 10,068 | $612.0K | 0.79% | +2,150+27.2% | Added |
| HRT Financial LP | 10,084 | $613.0K | 0.00% | −1,042−9.4% | Reduced |
| Chelsea Counsel Co | 10,100 | $614.0K | 0.30% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 10,105 | $614.3K | 0.33% | −706−6.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,265 | $624.0K | 0.00% | +653+6.8% | Added |
| Valeo Financial Advisors, LLC | 10,345 | $628.9K | 0.02% | +527+5.4% | Added |
| Five Oceans Advisors | 10,361 | $629.8K | 0.27% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 10,734 | $652.5K | 0.57% | +9+0.1% | Added |
| Susquehanna International Group, LLP | 10,804 | $656.8K | 0.00% | −82,677−88.4% | Reduced |
| Blair William & Co | 10,865 | $660.5K | 0.00% | −446−3.9% | Reduced |
| BKM Wealth Management, LLC | 10,941 | $665.1K | 0.26% | −1,081−9.0% | Reduced |
| Everstar Asset Management, LLC | 10,987 | $667.9K | 0.41% | +655+6.3% | Added |
| May Hill Capital, LLC | 11,040 | $671.1K | 0.22% | −230−2.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 11,184 | $679.9K | 0.09% | +4,930+78.8% | Added |
| Group One Trading, L.P. | 11,193 | $680.4K | 0.02% | +11,193 | New |
| Wealthstar Advisors, LLC | 11,214 | $681.7K | 0.26% | +317+2.9% | Added |
| Legacy Capital Group California, Inc. | 11,242 | $683.4K | 0.19% | +6,526+138.4% | Added |
| Nations Financial Group Inc, | 11,324 | $688.4K | 0.05% | +289+2.6% | Added |
| GAMMA Investing LLC | 11,534 | $701.2K | 0.04% | +1,795+18.4% | Added |
| Cordatus Wealth Management LLC | 11,843 | $720.0K | 0.18% | −292−2.4% | Reduced |
| BSW Wealth Partners | 11,884 | $722.4K | 0.10% | −257−2.1% | Reduced |
| Sivia Capital Partners, LLC | 11,896 | $723.2K | 0.25% | +1,899+19.0% | Added |
| Abel Hall, LLC | 11,899 | $723.3K | 0.33% | +366+3.2% | Added |
| Colony Group, LLC | 11,955 | $726.8K | 0.00% | +6,355+113.5% | Added |
| Legacy Wealth Asset Management, LLC | 11,992 | $729.0K | 0.19% | −602−4.8% | Reduced |
| Hantz Financial Services, Inc. | 12,005 | $730.0K | 0.01% | +11,121+1,258.0% | Added |