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 |
|---|---|---|---|---|---|
| CSS LLC | 12,200 | $741.6K | 0.05% | +2,080+20.6% | Added |
| Lester Murray Antman dba SimplyRich | 12,336 | $749.0K | 0.21% | 00.0% | Unchanged |
| Gradient Investments LLC | 12,324 | $749.2K | 0.01% | +1,998+19.3% | Added |
| Principal Street Partners, LLC | 12,496 | $759.6K | 0.07% | +6,698+115.5% | Added |
| Sage Rhino Capital LLC | 12,808 | $778.6K | 0.16% | +158+1.2% | Added |
| Millennium Management LLC | 12,837 | $780.4K | 0.00% | −374,571−96.7% | Reduced |
| Wedbush Securities Inc | 13,327 | $810.0K | 0.03% | +835+6.7% | Added |
| XTX Topco Ltd | 13,456 | $818.0K | 0.03% | −76,829−85.1% | Reduced |
| Merit Financial Group, LLC | 13,495 | $820.4K | 0.01% | +3,430+34.1% | Added |
| Cherokee Insurance Co | 13,545 | $823.4K | 0.36% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13,704 | $833.1K | 0.02% | −33−0.2% | Reduced |
| Ascent Group, LLC | 13,872 | $843.3K | 0.03% | +448+3.3% | Added |
| Lazard Asset Management LLC | 13,901 | $845.0K | 0.00% | −876−5.9% | Reduced |
| HighPoint Advisor Group LLC | 13,927 | $846.6K | 0.04% | +105+0.8% | Added |
| Versant Capital Management, Inc | 14,005 | $851.4K | 0.13% | −372−2.6% | Reduced |
| Clarius Group, LLC | 14,032 | $853.0K | 0.05% | +85+0.6% | Added |
| Henry James International Management, Inc. | 14,189 | $862.5K | 0.28% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,520 | $883.0K | 0.00% | +2,785+23.7% | Added |
| Assetmark, Inc | 14,674 | $892.0K | 0.00% | +8,819+150.6% | Added |
| Pitcairn Co | 14,704 | $893.9K | 0.06% | −2,013−12.0% | Reduced |
| State Street Corp | 14,767 | $897.7K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 15,064 | $915.7K | 0.01% | −1,065−6.6% | Reduced |
| Private Advisor Group, LLC | 15,261 | $927.7K | 0.00% | −432−2.8% | Reduced |
| Soltis Investment Advisors LLC | 15,464 | $940.1K | 0.07% | +322+2.1% | Added |
| Rational Advisors LLC | 15,723 | $955.8K | 0.09% | −2,314−12.8% | Reduced |
| AssuredPartners Investment Advisors, LLC | 15,736 | $956.6K | 0.23% | +3,065+24.2% | Added |
| Miracle Mile Advisors, LLC | 15,898 | $966.4K | 0.02% | −1,838−10.4% | Reduced |
| Frank, Rimerman Advisors LLC | 16,160 | $982.4K | 0.07% | +826+5.4% | Added |
| Sanctuary Advisors, LLC | 16,251 | $987.9K | 0.01% | +1,715+11.8% | Added |
| Horizon Investments, LLC | 16,531 | $1.00M | 0.02% | −257−1.5% | Reduced |
| PDS Planning, Inc | 16,540 | $1.01M | 0.07% | +1,239+8.1% | Added |
| Founders Financial Securities LLC | 16,604 | $1.01M | 0.08% | +287+1.8% | Added |
| Ellevest, Inc. | 17,150 | $1.04M | 0.17% | −342−2.0% | Reduced |
| Engineers Gate Manager LP | 17,151 | $1.04M | 0.01% | +8,891+107.6% | Added |
| Integrated Wealth Concepts LLC | 17,389 | $1.06M | 0.01% | +5,458+45.7% | Added |
| Aprio Wealth Management, LLC | 17,591 | $1.07M | 0.12% | −3,863−18.0% | Reduced |
| Kathmere Capital Management, LLC | 17,627 | $1.07M | 0.08% | +1,160+7.0% | Added |
| Ignite Planners, LLC | 17,122 | $1.08M | 0.19% | +253+1.5% | Added |
| Greenleaf Trust | 17,915 | $1.09M | 0.01% | −52−0.3% | Reduced |
| Smartleaf Asset Management LLC | 17,973 | $1.09M | 0.10% | +879+5.1% | Added |
| McDonald Partners LLC | 18,334 | $1.12M | 0.27% | +625+3.5% | Added |
| SBI Securities Co., Ltd. | 18,583 | $1.13M | 0.03% | −1,460−7.3% | Reduced |
| Pzena Investment Management LLC | 18,851 | $1.15M | 0.00% | +1,074+6.0% | Added |
| Henshaw Capital LLC | 19,166 | $1.17M | 0.05% | −14,997−43.9% | Reduced |
| D.A. Davidson & Co. | 19,354 | $1.18M | 0.01% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 19,950 | $1.21M | 0.03% | +3,468+21.0% | Added |
| RBF Capital, LLC | 20,000 | $1.22M | 0.06% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 20,300 | $1.23M | 0.90% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 20,337 | $1.24M | 0.02% | +7,072+53.3% | Added |
| Profund Advisors LLC | 20,349 | $1.24M | 0.04% | +703+3.6% | Added |
| Ted Buchan & Co | 21,314 | $1.30M | 0.52% | +21,314 | New |
| Virtu Financial LLC | 21,829 | $1.33M | 0.07% | +5,723+35.5% | Added |
| Allspring Global Investments Holdings, LLC | 22,338 | $1.35M | 0.00% | +320+1.5% | Added |
| Vestmark Advisory Solutions, Inc. | 22,543 | $1.37M | 0.02% | +22,543 | New |
| Gabelli Funds LLC | 22,700 | $1.38M | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 22,776 | $1.38M | 0.07% | −1,225−5.1% | Reduced |
| Avantax Advisory Services, Inc. | 22,818 | $1.39M | 0.01% | +7,067+44.9% | Added |
| West Family Investments, Inc. | 22,850 | $1.39M | 0.36% | +11,110+94.6% | Added |
| United Capital Financial Advisers, LLC | 22,950 | $1.40M | 0.01% | −482−2.1% | Reduced |
| Systematic Alpha Investments, LLC | 23,000 | $1.40M | 0.05% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 23,418 | $1.42M | 0.63% | +462+2.0% | Added |
| Coldstream Capital Management Inc | 23,452 | $1.43M | 0.02% | +11,758+100.5% | Added |
| RSM US Wealth Management LLC | 23,499 | $1.43M | 0.02% | +1,060+4.7% | Added |
| Captrust Financial Advisors | 23,559 | $1.43M | 0.00% | +232+1.0% | Added |
| Savant Capital, LLC | 23,683 | $1.44M | 0.01% | +7,077+42.6% | Added |
| ICONIQ Capital, LLC | 23,745 | $1.44M | 0.02% | +1,349+6.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 23,830 | $1.45M | 0.00% | −5,561−18.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 23,796 | $1.45M | 0.01% | +19,058+402.2% | Added |
| Evergreen Capital Management LLC | 23,851 | $1.45M | 0.04% | +1,009+4.4% | Added |
| Quantbot Technologies LP | 24,279 | $1.48M | 0.04% | +24,279 | New |
| Wiley Bros.-Aintree Capital, LLC | 24,496 | $1.49M | 0.01% | −47−0.2% | Reduced |
| MAI Capital Management | 24,836 | $1.51M | 0.01% | +3,113+14.3% | Added |
| CIBC Asset Management Inc | 24,980 | $1.52M | 0.00% | +24,980 | New |
| Exencial Wealth Advisors, LLC | 25,205 | $1.53M | 0.05% | +8,506+50.9% | Added |
| Vise Technologies, Inc. | 25,392 | $1.54M | 0.06% | +25,392 | New |
| Aaron Wealth Advisors | 25,691 | $1.56M | 0.16% | +869+3.5% | Added |
| Checchi Capital Advisers, LLC | 26,193 | $1.59M | 0.11% | −513−1.9% | Reduced |
| GWM Advisors LLC | 26,201 | $1.59M | 0.01% | +6,638+33.9% | Added |
| Skopos Labs, Inc. | 26,219 | $1.59M | 0.21% | +11,612+79.5% | Added |
| Glenmede Investment Management, LP | 26,305 | $1.60M | 0.01% | +26,305 | New |
| NewEdge Wealth, LLC | 25,567 | $1.61M | 0.03% | +25,567 | New |
| Ballentine Partners, LLC | 26,488 | $1.61M | 0.02% | +80+0.3% | Added |
| Foresight Capital Management Advisors, Inc. | 26,498 | $1.61M | 0.94% | −1,083−3.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 26,525 | $1.61M | 0.18% | +26,525 | New |
| Ativo Capital Management LLC | 27,070 | $1.65M | 1.47% | −795−2.9% | Reduced |
| Ieq Capital, LLC | 27,107 | $1.65M | 0.01% | +4,896+22.0% | Added |
| Citigroup Inc | 27,214 | $1.65M | 0.00% | −3,937−12.6% | Reduced |
| Syon Capital LLC | 27,866 | $1.69M | 0.11% | +3,023+12.2% | Added |
| Acadian Asset Management LLC | 27,902 | $1.70M | 0.00% | +4,184+17.6% | Added |
| Prime Capital Investment Advisors, LLC | 28,372 | $1.72M | 0.02% | +19,980+238.1% | Added |
| We Are One Seven, LLC | 28,668 | $1.74M | 0.06% | +1,604+5.9% | Added |
| Regions Financial Corp | 28,865 | $1.75M | 0.01% | +246+0.9% | Added |
| Keybank National Association | 29,763 | $1.81M | 0.01% | +22,933+335.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 30,234 | $1.84M | 0.04% | +13,870+84.8% | Added |
| Qtron Investments LLC | 30,586 | $1.86M | 0.24% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 31,031 | $1.89M | 0.01% | +3,123+11.2% | Added |
| WCG Wealth Advisors LLC | 31,473 | $1.91M | 0.12% | +31,473 | New |
| Scotia Capital Inc. | 31,870 | $1.94M | 0.01% | +309+1.0% | Added |
| Advisor Group Holdings, Inc. | 32,167 | $1.95M | 0.00% | +8,210+34.3% | Added |
| Orleans Capital Management Corp | 33,088 | $2.01M | 1.07% | +1,605+5.1% | Added |