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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 802 | $48.8K | 0.01% | +19+2.4% | Added |
| Private Trust Co NA | 763 | $46.4K | 0.00% | +592+346.2% | Added |
| Garde Capital, Inc. | 750 | $45.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 725 | $44.1K | 0.00% | −143−16.5% | Reduced |
| Paradigm Asset Management Co LLC | 700 | $42.6K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 689 | $41.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 644 | $39.2K | 0.00% | +644 | New |
| Whipplewood Advisors, LLC | 604 | $36.7K | 0.02% | +21+3.6% | Added |
| Berbice Capital Management LLC | 600 | $36.5K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 537 | $32.6K | 0.01% | +537 | New |
| Whittier Trust Co | 535 | $32.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 530 | $32.2K | 0.00% | −26−4.7% | Reduced |
| Boyd Watterson Asset Management LLC | 512 | $31.1K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 511 | $31.1K | 0.01% | +511 | New |
| Westside Investment Management, Inc. | 510 | $30.7K | 0.01% | +510 | New |
| Accent Capital Management, LLC | 500 | $30.4K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 501 | $30.0K | 0.00% | −85−14.5% | Reduced |
| GW&K Investment Management, LLC | 499 | $30.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 476 | $29.0K | 0.00% | −24−4.8% | Reduced |
| TD Private Client Wealth LLC | 464 | $28.2K | 0.00% | +234+101.7% | Added |
| NewSquare Capital LLC | 432 | $26.3K | 0.00% | +261+152.6% | Added |
| CoreCap Advisors, LLC | 430 | $26.1K | 0.00% | +300+230.8% | Added |
| Tortoise Investment Management, LLC | 418 | $25.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 415 | $25.2K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 406 | $25.0K | 0.00% | −458−53.0% | Reduced |
| Inlight Wealth Management, LLC | 400 | $24.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 381 | $23.6K | 0.00% | +99+35.1% | Added |
| Highline Wealth Partners LLC | 386 | $23.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 361 | $21.9K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 335 | $20.4K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 321 | $19.7K | 0.01% | +321 | New |
| Cape Investment Advisory, Inc. | 323 | $19.6K | 0.01% | +87+36.9% | Added |
| UMA Financial Services, Inc. | 276 | $16.8K | 0.00% | +13+4.9% | Added |
| DB Fitzpatrick & Co, Inc | 275 | $16.7K | 0.01% | +125+83.3% | Added |
| Robinswood Financial LLC | 266 | $16.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 254 | $15.4K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 246 | $15.0K | 0.01% | +135+121.6% | Added |
| Atwood & Palmer Inc | 233 | $14.2K | 0.00% | +233 | New |
| CIBC Private Wealth Group, LLC | 227 | $13.8K | 0.00% | −1,415−86.2% | Reduced |
| South State Corp. | 223 | $13.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 219 | $13.3K | 0.00% | −385−63.7% | Reduced |
| Trust Co of Toledo NA | 214 | $13.0K | 0.00% | +214 | New |
| Federated Hermes, Inc. | 203 | $12.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 203 | $12.3K | 0.00% | −1−0.5% | Reduced |
| Clear Street Markets LLC | 200 | $12.2K | 0.00% | −700−77.8% | Reduced |
| MRP Capital Investments, LLC | 200 | $12.2K | 0.01% | −200−50.0% | Reduced |
| Costello Asset Management, INC | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 205 | $12.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 192 | $11.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 191 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 189 | $11.5K | 0.00% | −10−5.0% | Reduced |
| Valued Wealth Advisors LLC | 189 | $11.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 180 | $10.9K | 0.00% | +180 | New |
| Bare Financial Services, Inc | 176 | $10.7K | 0.00% | +142+417.6% | Added |
| Fortitude Family Office, LLC | 169 | $10.3K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 168 | $10.2K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 163 | $9.91K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 158 | $9.61K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 155 | $9.42K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 152 | $9.29K | 0.00% | +40+35.7% | Added |
| Duncker Streett & Co Inc | 148 | $9.00K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 144 | $8.75K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 144 | $8.75K | 0.00% | +144 | New |
| CVA Family Office, LLC | 136 | $8.27K | 0.00% | −18−11.7% | Reduced |
| Financial Connections Group, Inc. | 143 | $8.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 135 | $8.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 120 | $7.31K | 0.00% | +5+4.3% | Added |
| AXA S.A. | 118 | $7.17K | 0.00% | +85+257.6% | Added |
| Raffa Wealth Management, LLC | 105 | $6.38K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 108 | $6.20K | 0.00% | +108 | New |
| Chesapeake Asset Management LLC | 100 | $6.08K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $6.08K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $6.08K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $6.08K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $6.08K | 0.00% | +100 | New |
| FNY Investment Advisers, LLC | 100 | $6.00K | 0.00% | +100 | New |
| ORG Partners LLC | 98 | $5.91K | 0.00% | +64+188.2% | Added |
| Stephens Consulting, LLC | 95 | $5.78K | 0.00% | +95 | New |
| WPG Advisers, LLC | 93 | $5.65K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 90 | $5.47K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 84 | $5.11K | 0.00% | −52−38.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 83 | $5.06K | 0.00% | +2+2.5% | Added |
| Archer Investment Corp | 79 | $4.81K | 0.00% | +3+3.9% | Added |
| Brown Brothers Harriman & Co | 79 | $4.80K | 0.00% | +79 | New |
| Caldwell Sutter Capital, Inc. | 69 | $4.20K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 66 | $4.01K | 0.00% | +66 | New |
| Hollencrest Capital Management | 54 | $3.28K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 52 | $3.16K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 51 | $3.09K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $3.04K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 48 | $2.92K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 47 | $2.85K | 0.00% | +47 | New |
| Financial Network Wealth Advisors LLC | 45 | $2.74K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 44 | $2.65K | 0.00% | +1+2.3% | Added |
| SWAN Capital LLC | 42 | $2.55K | 0.00% | +42 | New |
| Key Financial Inc | 39 | $2.37K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33 | $2.01K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 30 | $1.82K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 30 | $1.82K | 0.00% | +30 | New |