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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 34,000 | $2.07M | 0.04% | −2,039−5.7% | Reduced |
| Earnest Partners LLC | 34,788 | $2.11M | 0.01% | −1,242−3.4% | Reduced |
| Rhumbline Advisers | 34,921 | $2.12M | 0.00% | +672+2.0% | Added |
| Arkadios Wealth Advisors | 35,070 | $2.13M | 0.06% | −9,833−21.9% | Reduced |
| Park Avenue Securities LLC | 35,517 | $2.16M | 0.02% | −232−0.6% | Reduced |
| Thoroughbred Financial Services, LLC | 36,089 | $2.19M | 0.15% | −1,827−4.8% | Reduced |
| Davenport & Co LLC | 36,674 | $2.23M | 0.01% | +2,553+7.5% | Added |
| Raelipskie Partnership | 36,784 | $2.24M | 1.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 37,231 | $2.26M | 0.09% | +782+2.1% | Added |
| Cetera Investment Advisers | 37,298 | $2.27M | 0.00% | −1,379−3.6% | Reduced |
| CI Private Wealth, LLC | 38,794 | $2.36M | 0.00% | +1,300+3.5% | Added |
| Brandes Investment Partners, LP | 39,036 | $2.37M | 0.02% | +38+0.1% | Added |
| Castleark Management LLC | 42,100 | $2.56M | 0.08% | −42,100−50.0% | Reduced |
| CIBC World Markets Inc. | 42,179 | $2.56M | 0.01% | +4,069+10.7% | Added |
| LSV Asset Management | 42,600 | $2.59M | 0.01% | +42,600 | New |
| Forum Financial Management, LP | 44,246 | $2.69M | 0.04% | +929+2.1% | Added |
| Yousif Capital Management, LLC | 46,031 | $2.80M | 0.03% | +3,140+7.3% | Added |
| Oppenheimer & Co Inc | 46,516 | $2.83M | 0.04% | +3,305+7.6% | Added |
| Russell Investments Group, Ltd. | 46,695 | $2.84M | 0.00% | +11,270+31.8% | Added |
| Rockefeller Capital Management L.P. | 46,718 | $2.84M | 0.01% | +7,802+20.0% | Added |
| Janney Montgomery Scott LLC | 47,816 | $2.91M | 0.01% | −12,585−20.8% | Reduced |
| Brinker Capital Investments, LLC | 49,237 | $2.99M | 0.03% | +4,043+8.9% | Added |
| Parallax Volatility Advisers, L.P. | 50,351 | $3.06M | 0.12% | −69,954−58.1% | Reduced |
| Commonwealth Equity Services, LLC | 51,976 | $3.16M | 0.00% | −4,625−8.2% | Reduced |
| TrueMark Investments, LLC | 53,870 | $3.27M | 0.71% | +8,326+18.3% | Added |
| Americana Partners, LLC | 54,952 | $3.34M | 0.12% | −2,131−3.7% | Reduced |
| The PNC Financial Services Group, Inc. | 55,054 | $3.35M | 0.00% | +1,640+3.1% | Added |
| TD Waterhouse Canada Inc. | 56,459 | $3.40M | 0.02% | +44,003+353.3% | Added |
| Sequoia Financial Advisors, LLC | 56,756 | $3.45M | 0.02% | +971+1.7% | Added |
| Barclays PLC | 57,628 | $3.50M | 0.00% | +44,904+352.9% | Added |
| Catalyst Capital Advisors LLC | 57,805 | $3.51M | 0.07% | −2,675−4.4% | Reduced |
| Signaturefd, LLC | 59,106 | $3.59M | 0.06% | +376+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 59,218 | $3.60M | 0.00% | −4,293−6.8% | Reduced |
| Wetherby Asset Management Inc | 59,484 | $3.62M | 0.16% | +59,484 | New |
| Stamos Capital Partners, L.P. | 60,218 | $3.66M | 0.66% | +8,907+17.4% | Added |
| Atomi Financial Group, Inc. | 60,421 | $3.67M | 0.14% | +3,747+6.6% | Added |
| Old Port Advisors | 60,838 | $3.70M | 1.01% | −2,260−3.6% | Reduced |
| AMJ Financial Wealth Management | 62,213 | $3.78M | 0.96% | +62,213 | New |
| Neuberger Berman Group LLC | 63,221 | $3.84M | 0.00% | +15,842+33.4% | Added |
| Limestone Investment Advisors LP | 69,037 | $4.20M | 1.82% | +69,037 | New |
| SIH Partners, LLLP | 69,098 | $4.20M | 0.40% | 00.0% | Unchanged |
| Callan Family Office, LLC | 69,112 | $4.20M | 0.13% | +50,235+266.1% | Added |
| Vident Advisory, LLC | 76,506 | $4.65M | 0.05% | +7,947+11.6% | Added |
| Truist Financial Corp | 80,884 | $4.92M | 0.01% | −3,043−3.6% | Reduced |
| MML Investors Services, LLC | 83,698 | $5.09M | 0.01% | +23,964+40.1% | Added |
| Naviter Wealth, LLC | 84,074 | $5.11M | 0.63% | +2,560+3.1% | Added |
| Aquatic Capital Management LLC | 90,445 | $5.50M | 0.11% | +77,125+579.0% | Added |
| Envestnet Asset Management Inc | 92,476 | $5.62M | 0.00% | +8,661+10.3% | Added |
| Quadrant Capital Group LLC | 96,273 | $5.85M | 0.21% | −19,761−17.0% | Reduced |
| Cerity Partners LLC | 98,708 | $6.00M | 0.01% | +2,940+3.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 99,500 | $6.05M | 0.50% | +19,884+25.0% | Added |
| National Bank of Canada | 103,087 | $6.26M | 0.01% | +85,026+470.8% | Added |
| Two Sigma Advisers, LP | 104,900 | $6.38M | 0.01% | +12,400+13.4% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $6.53M | 2.46% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 108,100 | $6.57M | 0.22% | 00.0% | Unchanged |
| US Bancorp | 110,001 | $6.69M | 0.01% | −681−0.6% | Reduced |
| JustInvest LLC | 117,639 | $7.15M | 0.08% | +8,932+8.2% | Added |
| Stifel Financial Corp | 118,474 | $7.20M | 0.01% | −14,432−10.9% | Reduced |
| M&T Bank Corp | 119,757 | $7.28M | 0.03% | +2,753+2.4% | Added |
| Ameriprise Financial Inc | 119,764 | $7.28M | 0.00% | −81,772−40.6% | Reduced |
| SEI Investments Co | 125,767 | $7.65M | 0.01% | +10,565+9.2% | Added |
| CWM, LLC | 129,095 | $7.85M | 0.03% | −1,755−1.3% | Reduced |
| Ritholtz Wealth Management | 132,819 | $8.07M | 0.18% | −4,978−3.6% | Reduced |
| Ethic Inc. | 150,385 | $9.15M | 0.16% | −20,367−11.9% | Reduced |
| AQR Capital Management LLC | 154,381 | $9.38M | 0.01% | +54,432+54.5% | Added |
| Pathstone Holdings, LLC | 159,153 | $9.67M | 0.04% | −6,044−3.7% | Reduced |
| American Assets Investment Management, LLC | 166,918 | $10.1M | 0.82% | 00.0% | Unchanged |
| Gunderson Capital Management Inc. | 168,115 | $10.2M | 4.27% | −11,009−6.1% | Reduced |
| Abc Arbitrage SA | 170,779 | $10.4M | 1.19% | +120,110+237.0% | Added |
| Promethos Capital, LLC | 192,564 | $11.7M | 3.95% | +11,600+6.4% | Added |
| Mariner, LLC | 197,258 | $12.0M | 0.02% | +15,150+8.3% | Added |
| Bank of Montreal | 209,666 | $12.7M | 0.01% | +133,591+175.6% | Added |
| Mercer Global Advisors Inc | 216,280 | $13.1M | 0.03% | +7,556+3.6% | Added |
| Citadel Advisors LLC | 217,379 | $13.2M | 0.01% | +99,763+84.8% | Added |
| BNP Paribas Arbitrage, SA | 217,506 | $13.2M | 0.01% | +101,771+87.9% | Added |
| Janney Capital Management LLC | 228,266 | $13.9M | 0.90% | −4,233−1.8% | Reduced |
| HighTower Advisors, LLC | 241,644 | $14.7M | 0.02% | +22,699+10.4% | Added |
| Franklin Resources Inc | 271,011 | $16.5M | 0.00% | −24,879−8.4% | Reduced |
| Wells Fargo & Company | 279,437 | $17.0M | 0.00% | +5,687+2.1% | Added |
| Bank of New York Mellon Corp | 288,062 | $17.5M | 0.00% | +10,633+3.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 288,231 | $17.5M | 0.06% | −99,722−25.7% | Reduced |
| Quantinno Capital Management LP | 289,763 | $17.6M | 0.08% | +15,389+5.6% | Added |
| Meritage Portfolio Management | 295,652 | $18.0M | 1.14% | −14,695−4.7% | Reduced |
| Capital Fund Management S.A. | 298,782 | $18.2M | 0.20% | +243,637+441.8% | Added |
| LPL Financial LLC | 299,844 | $18.2M | 0.01% | +66,194+28.3% | Added |
| 1832 Asset Management L.P. | 303,500 | $18.4M | 0.03% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 306,115 | $18.6M | 0.06% | −19,961−6.1% | Reduced |
| Creative Planning | 313,074 | $19.0M | 0.02% | +14,368+4.8% | Added |
| Raymond James Financial Inc | 338,050 | $20.6M | 0.01% | +4,072+1.2% | Added |
| Charles Schwab Investment Management Inc | 350,629 | $21.3M | 0.00% | +51,166+17.1% | Added |
| Qube Research & Technologies Ltd | 365,570 | $22.2M | 0.03% | +98,048+36.7% | Added |
| Natixis Advisors, L.P. | 386,314 | $23.5M | 0.04% | −6,245−1.6% | Reduced |
| QRG Capital Management, Inc. | 393,564 | $23.9M | 0.21% | +27,319+7.5% | Added |
| O'Shaughnessy Asset Management, LLC | 469,659 | $28.6M | 0.19% | −12,173−2.5% | Reduced |
| JPMorgan Chase & Co | 502,200 | $30.5M | 0.00% | +309,738+160.9% | Added |
| Crossmark Global Holdings, Inc. | 502,973 | $30.6M | 0.49% | +8,349+1.7% | Added |
| Cookson Peirce & Co Inc | 646,724 | $39.3M | 1.73% | −17,031−2.6% | Reduced |
| Renaissance Technologies LLC | 651,222 | $39.6M | 0.05% | +256,600+65.0% | Added |
| First Trust Advisors LP | 689,250 | $41.9M | 0.03% | −116,879−14.5% | Reduced |
| UBS Group AG | 1,020,907 | $62.1M | 0.01% | −149,794−12.8% | Reduced |