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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 13,872 | $843.3K | 0.03% | +448+3.3% | Added |
| Parallel Advisors, LLC | 13,704 | $833.1K | 0.02% | −33−0.2% | Reduced |
| Cherokee Insurance Co | 13,545 | $823.4K | 0.36% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 13,495 | $820.4K | 0.01% | +3,430+34.1% | Added |
| XTX Topco Ltd | 13,456 | $818.0K | 0.03% | −76,829−85.1% | Reduced |
| Wedbush Securities Inc | 13,327 | $810.0K | 0.03% | +835+6.7% | Added |
| Millennium Management LLC | 12,837 | $780.4K | 0.00% | −374,571−96.7% | Reduced |
| Sage Rhino Capital LLC | 12,808 | $778.6K | 0.16% | +158+1.2% | Added |
| Principal Street Partners, LLC | 12,496 | $759.6K | 0.07% | +6,698+115.5% | Added |
| Gradient Investments LLC | 12,324 | $749.2K | 0.01% | +1,998+19.3% | Added |
| Lester Murray Antman dba SimplyRich | 12,336 | $749.0K | 0.21% | 00.0% | Unchanged |
| CSS LLC | 12,200 | $741.6K | 0.05% | +2,080+20.6% | Added |
| Hantz Financial Services, Inc. | 12,005 | $730.0K | 0.01% | +11,121+1,258.0% | Added |
| Legacy Wealth Asset Management, LLC | 11,992 | $729.0K | 0.19% | −602−4.8% | Reduced |
| Colony Group, LLC | 11,955 | $726.8K | 0.00% | +6,355+113.5% | Added |
| Abel Hall, LLC | 11,899 | $723.3K | 0.33% | +366+3.2% | Added |
| Sivia Capital Partners, LLC | 11,896 | $723.2K | 0.25% | +1,899+19.0% | Added |
| BSW Wealth Partners | 11,884 | $722.4K | 0.10% | −257−2.1% | Reduced |
| Cordatus Wealth Management LLC | 11,843 | $720.0K | 0.18% | −292−2.4% | Reduced |
| GAMMA Investing LLC | 11,534 | $701.2K | 0.04% | +1,795+18.4% | Added |
| Nations Financial Group Inc, | 11,324 | $688.4K | 0.05% | +289+2.6% | Added |
| Legacy Capital Group California, Inc. | 11,242 | $683.4K | 0.19% | +6,526+138.4% | Added |
| Wealthstar Advisors, LLC | 11,214 | $681.7K | 0.26% | +317+2.9% | Added |
| Group One Trading, L.P. | 11,193 | $680.4K | 0.02% | +11,193 | New |
| Pinnacle Wealth Planning Services, Inc. | 11,184 | $679.9K | 0.09% | +4,930+78.8% | Added |
| May Hill Capital, LLC | 11,040 | $671.1K | 0.22% | −230−2.0% | Reduced |
| Everstar Asset Management, LLC | 10,987 | $667.9K | 0.41% | +655+6.3% | Added |
| BKM Wealth Management, LLC | 10,941 | $665.1K | 0.26% | −1,081−9.0% | Reduced |
| Blair William & Co | 10,865 | $660.5K | 0.00% | −446−3.9% | Reduced |
| Susquehanna International Group, LLP | 10,804 | $656.8K | 0.00% | −82,677−88.4% | Reduced |
| Cornerstone Select Advisors, LLC | 10,734 | $652.5K | 0.57% | +9+0.1% | Added |
| Five Oceans Advisors | 10,361 | $629.8K | 0.27% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 10,345 | $628.9K | 0.02% | +527+5.4% | Added |
| Steward Partners Investment Advisory, LLC | 10,265 | $624.0K | 0.00% | +653+6.8% | Added |
| Traveka Wealth, LLC | 10,105 | $614.3K | 0.33% | −706−6.5% | Reduced |
| Chelsea Counsel Co | 10,100 | $614.0K | 0.30% | 00.0% | Unchanged |
| HRT Financial LP | 10,084 | $613.0K | 0.00% | −1,042−9.4% | Reduced |
| Tepp RIA, LLC | 10,068 | $612.0K | 0.79% | +2,150+27.2% | Added |
| Corient IA LLC | 10,000 | $607.9K | 0.36% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 9,924 | $603.3K | 0.07% | −2,122−17.6% | Reduced |
| SeaBridge Investment Advisors LLC | 9,788 | $595.0K | 0.11% | 00.0% | Unchanged |
| Investors Research Corp | 9,666 | $587.6K | 0.12% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 9,480 | $576.3K | 0.16% | +6,400+207.8% | Added |
| Deutsche Bank AG | 9,412 | $572.2K | 0.00% | 00.0% | Unchanged |
| Optas, LLC | 9,340 | $567.8K | 0.11% | −328−3.4% | Reduced |
| Mission Wealth Management, LP | 9,162 | $556.9K | 0.01% | +298+3.4% | Added |
| Congress Wealth Management LLC | 9,132 | $555.1K | 0.01% | +9,132 | New |
| Atria Investments LLC | 9,119 | $554.4K | 0.01% | +4,002+78.2% | Added |
| HighMark Wealth Management LLC | 9,008 | $547.6K | 0.27% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 8,754 | $532.2K | 0.01% | +872+11.1% | Added |
| Bridgewater Advisors Inc. | 8,033 | $522.6K | 0.04% | +330+4.3% | Added |
| Westover Capital Advisors, LLC | 8,597 | $522.6K | 0.10% | +447+5.5% | Added |
| Westerkirk Capital Inc. | 8,544 | $519.4K | 0.06% | +8,544 | New |
| Allie Family Office LLC | 8,504 | $517.0K | 0.26% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 8,494 | $516.4K | 0.01% | +3,007+54.8% | Added |
| Courier Capital LLC | 8,492 | $516.2K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 8,226 | $500.1K | 0.00% | +2,154+35.5% | Added |
| Global Retirement Partners, LLC | 8,179 | $497.2K | 0.01% | +8,179 | New |
| EverSource Wealth Advisors, LLC | 8,166 | $496.4K | 0.02% | +4,332+113.0% | Added |
| Wedmont Private Capital | 7,979 | $495.3K | 0.02% | +96+1.2% | Added |
| Atlas Capital Advisors LLC | 8,083 | $491.4K | 0.06% | −3,949−32.8% | Reduced |
| Cooper Financial Group | 8,075 | $490.9K | 0.06% | −4,878−37.7% | Reduced |
| American Trust Investment Advisors, LLC | 8,045 | $489.1K | 0.25% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 8,014 | $487.2K | 0.23% | −285−3.4% | Reduced |
| Strategic Global Advisors, LLC | 7,715 | $469.0K | 0.08% | +923+13.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,694 | $467.7K | 0.00% | −1,461−16.0% | Reduced |
| Jones Financial Companies LLLP | 7,661 | $466.0K | 0.00% | +2,576+50.7% | Added |
| Crumly & Associates Inc. | 7,647 | $464.9K | 0.11% | −306−3.8% | Reduced |
| Drive Wealth Management, LLC | 7,645 | $464.7K | 0.10% | +438+6.1% | Added |
| Thrivent Financial for Lutherans | 7,513 | $457.0K | 0.00% | −107−1.4% | Reduced |
| Keel Point, LLC | 7,496 | $455.7K | 0.03% | +1,066+16.6% | Added |
| AE Wealth Management LLC | 7,369 | $448.0K | 0.00% | +616+9.1% | Added |
| Brown Advisory Inc | 7,232 | $439.6K | 0.00% | −11,316−61.0% | Reduced |
| GQG Partners LLC | 7,225 | $439.2K | 0.00% | −174,493−96.0% | Reduced |
| Moors & Cabot, Inc. | 7,152 | $434.8K | 0.02% | +189+2.7% | Added |
| Change Path, LLC | 7,137 | $433.9K | 0.01% | +7+0.1% | Added |
| Bayesian Capital Management, LP | 7,100 | $431.6K | 0.07% | +7,100 | New |
| Independent Advisor Alliance | 7,056 | $428.9K | 0.01% | +1,808+34.5% | Added |
| Invesco Ltd. | 7,052 | $428.7K | 0.00% | +1,295+22.5% | Added |
| Farringdon Capital, Ltd. | 7,037 | $427.8K | 0.14% | +7,037 | New |
| Main Street Research LLC | 6,997 | $425.3K | 0.03% | +6,997 | New |
| Cromwell Holdings LLC | 6,967 | $423.5K | 0.26% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,905 | $419.8K | 0.01% | +6,905 | New |
| Geneos Wealth Management Inc. | 6,751 | $410.4K | 0.01% | +72+1.1% | Added |
| Net Worth Advisory Group | 6,642 | $403.8K | 0.09% | +91+1.4% | Added |
| Medallion Wealth Advisors, LLC | 6,487 | $393.4K | 0.15% | 00.0% | Unchanged |
| Natural Investments, LLC | 6,457 | $392.0K | 0.10% | −4−0.1% | Reduced |
| Riversedge Advisors, LLC | 6,383 | $388.0K | 0.08% | +259+4.2% | Added |
| Trust Point Inc. | 6,368 | $387.1K | 0.04% | +1,906+42.7% | Added |
| Haven Private, LLC | 6,288 | $382.2K | 0.17% | +6,288 | New |
| Lido Advisors, LLC | 6,267 | $381.0K | 0.00% | +189+3.1% | Added |
| FineMark National Bank & Trust | 6,200 | $376.9K | 0.01% | −67−1.1% | Reduced |
| Choate Investment Advisors | 6,134 | $372.9K | 0.01% | −40−0.6% | Reduced |
| Advisory Services Network, LLC | 5,912 | $362.4K | 0.01% | +1,016+20.8% | Added |
| Jane Street Group, LLC | 5,905 | $359.0K | 0.00% | −9,213−60.9% | Reduced |
| Sonoma Private Wealth LLC | 5,850 | $355.6K | 0.44% | −212−3.5% | Reduced |
| Flputnam Investment Management Co | 5,788 | $351.9K | 0.01% | +1,187+25.8% | Added |
| Benjamin Edwards Inc | 5,762 | $350.3K | 0.00% | +37+0.6% | Added |
| Bryn Mawr Trust Co | 5,749 | $349.5K | 0.01% | −99−1.7% | Reduced |
| Baldwin Investment Management, LLC | 5,707 | $346.9K | 0.04% | −150−2.6% | Reduced |