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, Q3 2025
Institutional positions in HSBC Holdings PLC as of Sep 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
- 555
- +51 vs. Q2 2025
- Shares held
- 79.5M
- +2.54M (+3.3%) vs. Q2 2025
- Total value
- $5.64B
- +$963.5M (+20.6%) vs. Q2 2025
- New holders
- 98
- 206 more added
- Sold out
- 47
- 138 more reduced
9 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 17,398,460 | $1.23B | 0.45% | +355,089+2.1% | Added |
| Dimensional Fund Advisors LP | 10,575,644 | $750.7M | 0.16% | +185,073+1.8% | Added |
| Morgan Stanley | 6,490,410 | $460.7M | 0.03% | +200,839+3.2% | Added |
| Goldman Sachs Group Inc | 6,230,549 | $442.2M | 0.06% | +624,776+11.1% | Added |
| FMR LLC | 3,590,655 | $254.9M | 0.01% | +230,981+6.9% | Added |
| Northern Trust Corp | 3,045,134 | $216.1M | 0.03% | +136,342+4.7% | Added |
| Sanders Capital, LLC | 2,970,010 | $210.8M | 0.26% | −1,620−0.1% | Reduced |
| BlackRock, Inc. | 2,892,942 | $205.3M | 0.00% | −50,924−1.7% | Reduced |
| Bank of America Corp | 2,067,792 | $146.8M | 0.01% | −42,775−2.0% | Reduced |
| American Century Companies Inc | 1,311,820 | $93.1M | 0.05% | +168,438+14.7% | Added |
| Contrarian Capital Management, L.L.C. | 1,265,656 | $89.8M | 22.67% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,172,224 | $83.2M | 0.01% | −80,485−6.4% | Reduced |
| Clearbridge Investments, LLC | 815,859 | $57.9M | 0.04% | +815,859 | New |
| Cookson Peirce & Co Inc | 623,969 | $44.3M | 1.82% | −22,755−3.5% | Reduced |
| First Trust Advisors LP | 571,711 | $40.6M | 0.03% | −117,539−17.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 538,238 | $38.2M | 0.22% | +68,579+14.6% | Added |
| Renaissance Technologies LLC | 490,922 | $34.8M | 0.05% | −160,300−24.6% | Reduced |
| Crossmark Global Holdings, Inc. | 480,138 | $34.1M | 0.51% | −22,835−4.5% | Reduced |
| Raymond James Financial Inc | 455,088 | $32.3M | 0.01% | +117,038+34.6% | Added |
| Natixis Advisors, L.P. | 431,717 | $30.6M | 0.04% | +45,403+11.8% | Added |
| Charles Schwab Investment Management Inc | 420,227 | $29.8M | 0.00% | +69,598+19.8% | Added |
| Wells Fargo & Company | 391,129 | $27.8M | 0.01% | +111,692+40.0% | Added |
| Quantinno Capital Management LP | 362,358 | $25.7M | 0.07% | +72,595+25.1% | Added |
| Bank of New York Mellon Corp | 349,242 | $24.8M | 0.00% | +61,180+21.2% | Added |
| LPL Financial LLC | 340,051 | $24.1M | 0.01% | +40,207+13.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 335,746 | $23.8M | 0.07% | +29,631+9.7% | Added |
| Capital Fund Management S.A. | 329,535 | $23.4M | 0.23% | +30,753+10.3% | Added |
| JPMorgan Chase & Co | 317,512 | $22.5M | 0.00% | −184,688−36.8% | Reduced |
| Creative Planning | 314,384 | $22.3M | 0.02% | +1,310+0.4% | Added |
| UBS Group AG | 301,114 | $21.4M | 0.00% | −719,793−70.5% | Reduced |
| Meritage Portfolio Management | 299,509 | $21.3M | 1.42% | +3,857+1.3% | Added |
| 1832 Asset Management L.P. | 298,000 | $21.2M | 0.04% | −5,500−1.8% | Reduced |
| HighTower Advisors, LLC | 265,644 | $18.9M | 0.02% | +24,000+9.9% | Added |
| Franklin Resources Inc | 260,684 | $18.5M | 0.00% | −10,327−3.8% | Reduced |
| AQR Capital Management LLC | 249,240 | $17.7M | 0.01% | +94,859+61.4% | Added |
| Abc Arbitrage SA | 244,169 | $17.3M | 1.71% | +73,390+43.0% | Added |
| Bank of Montreal | 238,083 | $16.9M | 0.01% | +28,417+13.6% | Added |
| Qube Research & Technologies Ltd | 227,924 | $16.2M | 0.02% | −137,646−37.7% | Reduced |
| QRG Capital Management, Inc. | 225,324 | $16.0M | 0.19% | −168,240−42.7% | Reduced |
| Janney Capital Management LLC | 224,891 | $16.0M | 0.99% | −3,375−1.5% | Reduced |
| Envestnet Asset Management Inc | 222,916 | $15.8M | 0.00% | +130,440+141.1% | Added |
| Promethos Capital, LLC | 208,811 | $14.6M | 3.92% | +16,247+8.4% | Added |
| Mariner, LLC | 199,379 | $14.2M | 0.02% | +2,121+1.1% | Added |
| Mercer Global Advisors Inc | 197,926 | $14.0M | 0.02% | −18,354−8.5% | Reduced |
| Millennium Management LLC | 185,641 | $13.2M | 0.01% | +172,804+1,346.1% | Added |
| Foresight Global Investors, Inc. | 180,475 | $12.8M | 7.60% | +180,475 | New |
| American Assets Investment Management, LLC | 166,918 | $11.8M | 0.87% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 162,986 | $11.6M | 0.04% | +3,833+2.4% | Added |
| Gunderson Capital Management Inc. | 161,909 | $11.5M | 4.23% | −6,206−3.7% | Reduced |
| Ethic Inc. | 151,070 | $10.7M | 0.18% | +685+0.5% | Added |
| US Bancorp | 150,996 | $10.7M | 0.01% | +40,995+37.3% | Added |
| Ritholtz Wealth Management | 140,354 | $9.96M | 0.19% | +7,535+5.7% | Added |
| SEI Investments Co | 133,251 | $9.46M | 0.01% | +7,484+6.0% | Added |
| JustInvest LLC | 124,835 | $8.86M | 0.09% | +7,196+6.1% | Added |
| CWM, LLC | 122,708 | $8.71M | 0.03% | −6,387−4.9% | Reduced |
| M&T Bank Corp | 120,239 | $8.53M | 0.03% | +482+0.4% | Added |
| AMJ Financial Wealth Management | 118,837 | $8.44M | 2.04% | +56,624+91.0% | Added |
| Stifel Financial Corp | 116,368 | $8.26M | 0.01% | −2,106−1.8% | Reduced |
| National Bank of Canada | 111,004 | $7.88M | 0.01% | +7,917+7.7% | Added |
| Ameriprise Financial Inc | 110,310 | $7.83M | 0.00% | −9,454−7.9% | Reduced |
| MML Investors Services, LLC | 109,926 | $7.80M | 0.02% | +26,228+31.3% | Added |
| Cerity Partners LLC | 108,040 | $7.67M | 0.01% | +9,332+9.5% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $7.63M | 2.59% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 106,400 | $7.55M | 0.26% | −1,700−1.6% | Reduced |
| Two Sigma Advisers, LP | 104,100 | $7.39M | 0.01% | −800−0.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 102,659 | $7.29M | 0.02% | −185,572−64.4% | Reduced |
| BNP Paribas Arbitrage, SA | 100,179 | $7.11M | 0.01% | −117,327−53.9% | Reduced |
| Naviter Wealth, LLC | 86,705 | $6.15M | 0.72% | +2,631+3.1% | Added |
| Truist Financial Corp | 84,990 | $6.03M | 0.01% | +4,106+5.1% | Added |
| TD Waterhouse Canada Inc. | 82,898 | $5.91M | 0.04% | +26,439+46.8% | Added |
| Brinker Capital Investments, LLC | 77,938 | $5.53M | 0.04% | +28,701+58.3% | Added |
| Factory Mutual Insurance Co | 77,552 | $5.50M | 0.05% | +77,552 | New |
| Vident Advisory, LLC | 76,420 | $5.42M | 0.05% | −86−0.1% | Reduced |
| Shilanski & Associates, Inc. | 72,432 | $5.14M | 1.37% | +72,432 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 72,000 | $5.11M | 0.39% | −27,500−27.6% | Reduced |
| SIH Partners, LLLP | 69,098 | $4.90M | 0.43% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 69,037 | $4.90M | 2.20% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 68,535 | $4.86M | 0.16% | +8,114+13.4% | Added |
| Northwestern Mutual Wealth Management Co | 66,278 | $4.70M | 0.00% | +7,060+11.9% | Added |
| Cetera Investment Advisers | 63,774 | $4.53M | 0.01% | +26,476+71.0% | Added |
| Russell Investments Group, Ltd. | 62,625 | $4.45M | 0.01% | +15,930+34.1% | Added |
| Sequoia Financial Advisors, LLC | 61,429 | $4.36M | 0.03% | +4,673+8.2% | Added |
| The PNC Financial Services Group, Inc. | 61,104 | $4.34M | 0.00% | +6,050+11.0% | Added |
| Wetherby Asset Management Inc | 60,083 | $4.26M | 0.17% | +599+1.0% | Added |
| Old Port Advisors | 59,261 | $4.21M | 1.06% | −1,577−2.6% | Reduced |
| Signaturefd, LLC | 59,233 | $4.20M | 0.07% | +127+0.2% | Added |
| Callan Family Office, LLC | 56,337 | $4.00M | 0.13% | −12,775−18.5% | Reduced |
| Catalyst Capital Advisors LLC | 55,550 | $3.94M | 0.08% | −2,255−3.9% | Reduced |
| New York State Common Retirement Fund | 55,429 | $3.93M | 0.01% | +50,241+968.4% | Added |
| Americana Partners, LLC | 54,876 | $3.90M | 0.12% | −76−0.1% | Reduced |
| NewEdge Wealth, LLC | 54,855 | $3.89M | 0.06% | +29,288+114.6% | Added |
| CAPROCK Group, Inc. | 59,569 | $3.87M | 0.10% | +59,569 | New |
| CI Private Wealth, LLC | 54,104 | $3.84M | 0.01% | +15,310+39.5% | Added |
| Advisor Group Holdings, Inc. | 54,818 | $3.78M | 0.01% | +22,651+70.4% | Added |
| Neuberger Berman Group LLC | 53,251 | $3.78M | 0.00% | −9,970−15.8% | Reduced |
| Jackson Wealth Management, LLC | 50,188 | $3.56M | 0.36% | +50,188 | New |
| Y-Intercept (Hong Kong) Ltd | 49,410 | $3.51M | 0.08% | +19,176+63.4% | Added |
| TrueMark Investments, LLC | 46,502 | $3.30M | 0.57% | −7,368−13.7% | Reduced |
| Ieq Capital, LLC | 45,978 | $3.26M | 0.01% | +18,871+69.6% | Added |
| Oppenheimer & Co Inc | 45,870 | $3.26M | 0.04% | −646−1.4% | Reduced |