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 |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 5,694 | $346.1K | 0.07% | +21+0.4% | Added |
| Acorn Creek Capital LLC | 5,663 | $344.2K | 0.14% | +56+1.0% | Added |
| Fiera Capital Corp | 5,606 | $340.8K | 0.00% | +850+17.9% | Added |
| Sym Financial Corp | 5,519 | $335.5K | 0.04% | −497−8.3% | Reduced |
| Waters Parkerson & Co., LLC | 5,500 | $334.3K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 5,391 | $327.7K | 0.00% | +3,567+195.6% | Added |
| Gryphon Financial Partners LLC | 5,342 | $324.8K | 0.04% | +1,337+33.4% | Added |
| Cresset Asset Management, LLC | 5,330 | $324.0K | 0.00% | −7,782−59.4% | Reduced |
| 180 Wealth Advisors, LLC | 5,277 | $320.8K | 0.04% | −261−4.7% | Reduced |
| New York State Common Retirement Fund | 5,188 | $315.4K | 0.00% | 00.0% | Unchanged |
| Seven Mile Advisory | 5,158 | $313.6K | 0.19% | −298−5.5% | Reduced |
| Kestra Advisory Services, LLC | 5,058 | $307.5K | 0.00% | +147+3.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 5,024 | $305.4K | 0.01% | +600+13.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,984 | $303.0K | 0.01% | −869−14.8% | Reduced |
| Werba Rubin Papier Wealth Management | 4,982 | $302.9K | 0.06% | +379+8.2% | Added |
| Contravisory Investment Management, Inc. | 4,972 | $302.2K | 0.06% | +210+4.4% | Added |
| EP Wealth Advisors, LLC | 4,962 | $301.6K | 0.00% | +4,962 | New |
| Trexquant Investment LP | 4,934 | $299.9K | 0.00% | +4,934 | New |
| Gitterman Wealth Management, LLC | 4,890 | $297.2K | 0.07% | −81−1.6% | Reduced |
| Camden Capital, LLC | 4,880 | $296.7K | 0.03% | −48−1.0% | Reduced |
| Manske Wealth Management | 4,858 | $295.3K | 0.10% | −250−4.9% | Reduced |
| Purkiss Capital Advisors LLC | 4,824 | $293.2K | 0.16% | +4,824 | New |
| Quadrature Capital Ltd | 4,792 | $291.2K | 0.01% | +4,792 | New |
| Concurrent Investment Advisors, LLC | 4,770 | $290.0K | 0.01% | +4,770 | New |
| Canopy Partners, LLC | 4,760 | $289.4K | 0.11% | 00.0% | Unchanged |
| Foster Group, Inc. | 4,668 | $283.8K | 0.01% | −194−4.0% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,661 | $283.4K | 0.07% | +103+2.3% | Added |
| Tiaa Trust, National Association | 4,549 | $276.5K | 0.00% | +600+15.2% | Added |
| Farther Finance Advisors, LLC | 4,417 | $268.5K | 0.01% | −363−7.6% | Reduced |
| Syverson Strege & Co | 4,367 | $265.5K | 0.06% | +4,367 | New |
| Texas Yale Capital Corp. | 4,350 | $264.4K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,256 | $258.7K | 0.01% | +4,256 | New |
| Perigon Wealth Management, LLC | 4,222 | $256.6K | 0.01% | −467−10.0% | Reduced |
| First Affirmative Financial Network | 4,156 | $252.7K | 0.13% | +4,156 | New |
| Sage Mountain Advisors LLC | 4,143 | $251.9K | 0.02% | +15+0.4% | Added |
| Pensionmark Financial Group, LLC | 4,136 | $251.5K | 0.01% | +510+14.1% | Added |
| Richard P Slaughter Associates Inc | 4,112 | $250.0K | 0.05% | −1,894−31.5% | Reduced |
| Cornerstone Wealth Management, LLC | 4,102 | $249.4K | 0.02% | −500−10.9% | Reduced |
| WealthTrust Axiom LLC | 4,075 | $247.7K | 0.07% | 00.0% | Unchanged |
| Sunpointe, LLC | 4,046 | $246.0K | 0.10% | −215−5.0% | Reduced |
| AlTi Global, Inc. | 4,046 | $246.0K | 0.01% | +4,046 | New |
| Buckingham Strategic Partners | 4,022 | $244.3K | 0.00% | +168+4.4% | Added |
| First Manhattan Co | 4,009 | $243.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| New Republic Capital, LLC | 3,994 | $242.8K | 0.09% | −353−8.1% | Reduced |
| D'Orazio & Associates, Inc. | 3,947 | $239.9K | 0.03% | +51+1.3% | Added |
| First Citizens Bank & Trust Co | 3,930 | $238.9K | 0.00% | +23+0.6% | Added |
| Principal Securities, Inc. | 3,904 | $237.3K | 0.00% | +368+10.4% | Added |
| Ewa, LLC | 3,820 | $232.2K | 0.07% | +296+8.4% | Added |
| Samalin Investment Counsel, LLC | 3,806 | $231.4K | 0.09% | +149+4.1% | Added |
| Wrapmanager Inc | 3,803 | $231.2K | 0.06% | +3,803 | New |
| Greenup Street Wealth Management LLC | 3,748 | $227.8K | 0.04% | +3,748 | New |
| Kingsview Wealth Management, LLC | 3,741 | $227.4K | 0.00% | +3,741 | New |
| Seeds Investor LLC | 3,726 | $226.5K | 0.05% | +3,726 | New |
| RMB Capital Management, LLC | 3,714 | $225.8K | 0.00% | +3,714 | New |
| SG Americas Securities, LLC | 3,675 | $223.0K | 0.00% | +1,865+103.0% | Added |
| Argyle Capital Management Inc. | 3,650 | $221.9K | 0.08% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,630 | $220.7K | 0.00% | +3,630 | New |
| Wealthstream Advisors, Inc. | 3,592 | $218.4K | 0.04% | +3,592 | New |
| Diametric Capital, LP | 3,552 | $215.9K | 0.12% | +3,552 | New |
| Tower Wealth Partners, Inc. | 3,499 | $212.7K | 0.13% | +3,499 | New |
| IFP Advisors, Inc | 3,481 | $211.6K | 0.01% | −22,323−86.5% | Reduced |
| Integrated Advisors Network LLC | 3,478 | $211.4K | 0.01% | +3,478 | New |
| Seed Wealth Management, Inc. | 3,430 | $208.5K | 0.16% | −200−5.5% | Reduced |
| Symphony Financial Services, Inc. | 3,346 | $203.4K | 0.12% | +3,346 | New |
| Xponance, Inc. | 3,339 | $203.0K | 0.00% | +3,339 | New |
| Allianz SE | 3,125 | $190.0K | 0.00% | +1,202+62.5% | Added |
| GeoWealth Management, LLC | 3,017 | $183.4K | 0.01% | +877+41.0% | Added |
| AlphaCore Capital LLC | 2,756 | $167.5K | 0.01% | +2,756 | New |
| Rexford Capital Inc | 2,713 | $164.9K | 0.14% | +2,713 | New |
| Rosenberg Matthew Hamilton | 2,578 | $156.7K | 0.04% | +132+5.4% | Added |
| Edgar Lomax Co | 12,845 | $155.2K | 0.01% | +12,845 | New |
| Federation des caisses Desjardins du Quebec | 2,525 | $153.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,466 | $149.9K | 0.04% | +72+3.0% | Added |
| Ronald Blue Trust, Inc. | 2,261 | $137.4K | 0.00% | −445−16.4% | Reduced |
| Grove Bank & Trust | 1,972 | $119.9K | 0.01% | +140+7.6% | Added |
| Raiffeisen Bank International AG | 1,950 | $118.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,895 | $115.2K | 0.00% | −31−1.6% | Reduced |
| JFS Wealth Advisors, LLC | 1,885 | $114.6K | 0.01% | −421−18.3% | Reduced |
| Bruce G. Allen Investments, LLC | 1,845 | $112.2K | 0.09% | +317+20.7% | Added |
| Manchester Capital Management LLC | 1,838 | $111.7K | 0.01% | +21+1.2% | Added |
| NBC Securities, Inc. | 1,723 | $104.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,624 | $98.7K | 0.01% | +1,624 | New |
| Sierra Ocean, LLC | 1,531 | $93.1K | 0.07% | +60+4.1% | Added |
| Umb Bank N A | 1,419 | $86.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,364 | $82.9K | 0.00% | −101−6.9% | Reduced |
| Fifth Third Bancorp | 1,242 | $75.5K | 0.00% | −138−10.0% | Reduced |
| Bogart Wealth, LLC | 1,227 | $74.6K | 0.00% | +98+8.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,086 | $70.6K | 0.02% | +1,086 | New |
| Headlands Technologies LLC | 1,101 | $66.9K | 0.01% | +1,101 | New |
| Caitong International Asset Management Co., Ltd | 1,092 | $66.4K | 0.05% | −843−43.6% | Reduced |
| Ridgewood Investments LLC | 1,073 | $65.2K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,036 | $63.0K | 0.00% | +100+10.7% | Added |
| Larson Financial Group LLC | 910 | $55.3K | 0.00% | −114−11.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 907 | $55.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 874 | $53.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 820 | $49.8K | 0.00% | −500−37.9% | Reduced |
| Rothschild Investment LLC | 814 | $49.5K | 0.00% | +73+9.9% | Added |
| Hanson & Doremus Investment Management | 809 | $49.0K | 0.01% | 00.0% | Unchanged |