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Livermore
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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

Q3 2025 vs. Q2 2025

How the institutions holding HSBC Holdings PLC changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of HSBC: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders5139555+51
Shares77.0M45.6K79.5M+2.54M (+3.3%)
Value$4.68B$2.77M$5.64B+$963.5M (+20.6%)

9 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (98)

Institutions that held HSBC Holdings PLC at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to HSBC in Q3 2025
InstitutionSharesValue% of portfolio
Clearbridge Investments, LLC815,859$57.9M0.04%
Foresight Global Investors, Inc.180,475$12.8M7.60%
Factory Mutual Insurance Co77,552$5.50M0.05%
Shilanski & Associates, Inc.72,432$5.14M1.37%
CAPROCK Group, Inc.59,569$3.87M0.10%
Jackson Wealth Management, LLC50,188$3.56M0.36%
Dynasty Wealth Management, LLC22,025$1.56M0.02%
Advisors Preferred, LLC19,231$1.37M0.20%
Jain Global LLC19,321$1.37M0.02%
Legacy Financial Advisors, Inc.18,757$1.33M0.18%
Tower Research Capital LLC (TRC)17,817$1.26M0.03%
Centiva Capital, LP14,412$1.02M0.10%
Oppenheimer Asset Management Inc.11,933$847.0K0.01%
Wolverine Trading, LLC8,934$629.6K0.01%
Marks Group Wealth Management, Inc8,738$620.2K0.06%
Brucke Financial, Inc.8,181$573.2K0.34%
Catalytic Wealth RIA, LLC8,015$568.9K0.02%
Delta Financial Advisors LLC7,850$557.2K0.16%
Fox Run Management, L.L.C.7,274$516.3K0.08%
Foundations Investment Advisors, LLC7,208$511.6K0.01%
StoneX Group Inc.7,036$499.4K0.02%
Arrowstreet Capital, Limited Partnership6,237$442.7K0.00%
a16z Perennial Management, L.P.6,052$429.6K0.03%
Resources Investment Advisors, LLC.5,640$400.3K0.00%
GWN Securities Inc.5,560$397.0K0.09%
Golden State Equity Partners4,799$340.6K0.06%
Brighton Jones LLC4,462$316.7K0.01%
Freestone Capital Holdings, LLC4,429$314.4K0.01%
Hilltop Holdings Inc.4,293$304.7K0.02%
Portside Wealth Group, LLC4,275$303.4K0.04%
Nilsine Partners, LLC4,119$292.4K0.03%
Carter Financial Group, INC.4,097$290.8K0.18%
Resonant Capital Advisors, LLC4,081$289.7K0.02%
Allianz Asset Management GmbH3,900$276.8K0.00%
Wealth Alliance3,835$272.2K0.03%
Partners Wealth Management, LLC3,595$255.2K0.25%
Ashton Thomas Private Wealth, LLC3,530$250.6K0.01%
Venturi Wealth Management, LLC3,476$246.7K0.01%
Verition Fund Management LLC3,278$232.7K0.00%
Vontobel Holding Ltd.3,270$232.2K0.00%
Prospect Financial Group LLC3,255$231.0K0.23%
Fulcrum Equity Management3,253$230.9K0.23%
Sovran Advisors, LLC3,248$228.6K0.02%
Kestra Private Wealth Services, LLC3,209$227.8K0.00%
Modern Wealth Management, LLC3,181$225.8K0.00%
TCG Advisory Services, LLC3,147$223.4K0.01%
Echo45 Advisors LLC3,137$222.7K0.13%
Braun-Bostich & Associates Inc.3,129$222.1K0.14%
Monument Capital Management3,123$221.7K0.06%
DRW Securities, LLC3,097$219.8K0.01%
Warren Averett Asset Management, LLC3,028$214.9K0.00%
FMB Wealth Management3,010$213.7K0.09%
Commerce Bank3,010$213.6K0.00%
Toroso Investments, LLC2,999$212.9K0.00%
Diversified Trust Co2,998$212.8K0.00%
Pure Financial Advisors, Inc.2,972$211.0K0.00%
Ariadne Wealth Management, LP2,850$209.9K0.09%
Aptus Capital Advisors, LLC2,936$208.4K0.00%
Evoke Wealth, LLC2,934$208.3K0.00%
Norden Group LLC2,874$204.0K0.02%
JCIC Asset Management Inc.2,342$166.2K0.05%
Icon Wealth Advisors, LLC1,916$136.0K0.01%
True Wealth Design, LLC780$55.4K0.02%
Wealthspire Advisors, LLC656$46.6K0.00%
Root Financial Partners, LLC610$43.3K0.00%
JPL Wealth Management, LLC580$41.2K0.01%
Essential Partners LLC514$36.5K0.01%
Retirement Wealth Solutions LLC447$31.7K0.02%
Measured Wealth Private Client Group, LLC369$26.2K0.01%
Mather Group, LLC.351$24.9K0.00%
AXA Investment Managers S.A.236$16.8K0.00%
Vermillion Wealth Management, Inc.160$11.4K0.00%
Financial Consulate, Inc151$10.7K0.00%
First PREMIER Bank131$9.00K0.00%
Transamerica Financial Advisors, Inc.85$6.03K0.00%
Kozak & Associates, Inc.79$5.63K0.00%
Wolff Wiese Magana LLC68$4.83K0.00%
Montag A & Associates Inc67$4.76K0.00%
Kerr Financial Planning Corp50$3.61K0.01%
Westend Capital Management, LLC50$3.55K0.00%
Murphy & Mullick Capital Management Corp50$3.52K0.00%
American Capital Advisory, LLC45$3.19K0.00%
Centerpoint Advisors, LLC40$3.00K0.00%
Wiser Advisor Group LLC41$2.91K0.00%
Crewe Advisors LLC36$2.56K0.00%
Westfuller Advisors, LLC35$2.45K0.00%
St Germain D J Co Inc34$2.41K0.00%
Central Trust Co30$2.13K0.00%
Dunhill Financial, LLC21$1.51K0.00%
Marshall & Sterling Wealth Advisors Inc.20$1.42K0.00%
Wealth Watch Advisors, INC18$1.28K0.00%
Caitlin John, LLC16$1.14K0.00%
Rossby Financial, LCC15$1.07K0.00%
Palisade Asset Management, LLC12$8520.00%
Turning Point Benefit Group, Inc.11$7840.00%
Orion Capital Management LLC8$5680.00%
Dogwood Wealth Management LLC6$4260.00%
Bear Mountain Capital, Inc.6$3960.00%

Sold out (47)

Institutions that held HSBC Holdings PLC at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of HSBC in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Aquatic Capital Management LLC90,445$5.50M
Quantbot Technologies LP24,279$1.48M
ICONIQ Capital, LLC23,745$1.44M
Vestmark Advisory Solutions, Inc.22,543$1.37M
McDonald Partners LLC18,334$1.12M
CSS LLC12,200$741.6K
BKM Wealth Management, LLC10,941$665.1K
HRT Financial LP10,084$613.0K
Investors Research Corp9,666$587.6K
Beacon Pointe Advisors, LLC8,494$516.4K
Cooper Financial Group8,075$490.9K
Strategic Global Advisors, LLC7,715$469.0K
Bayesian Capital Management, LP7,100$431.6K
Haven Private, LLC6,288$382.2K
Bryn Mawr Trust Co5,749$349.5K
Trexquant Investment LP4,934$299.9K
Quadrature Capital Ltd4,792$291.2K
Boston Private Wealth LLC4,256$258.7K
Richard P Slaughter Associates Inc4,112$250.0K
First Manhattan Co4,009$243.7K
Wrapmanager Inc3,803$231.2K
Kingsview Wealth Management, LLC3,741$227.4K
Jump Financial, LLC3,630$220.7K
Diametric Capital, LP3,552$215.9K
Allianz SE3,125$190.0K
Raiffeisen Bank International AG1,950$118.0K
Sierra Ocean, LLC1,531$93.1K
Twin Peaks Wealth Advisors, LLC1,086$70.6K
Headlands Technologies LLC1,101$66.9K
Ridgewood Investments LLC1,073$65.2K
Garde Capital, Inc.750$45.6K
Whipplewood Advisors, LLC604$36.7K
Raleigh Capital Management Inc.537$32.6K
Whittier Trust Co535$32.5K
Opal Wealth Advisors, LLC511$31.1K
Accent Capital Management, LLC500$30.4K
NewSquare Capital LLC432$26.3K
South State Corp.223$13.6K
AXA S.A.118$7.17K
FNY Investment Advisers, LLC100$6.00K
Stephens Consulting, LLC95$5.78K
SWAN Capital LLC42$2.55K
Thurston, Springer, Miller, Herd & Titak, Inc.33$2.01K
Mount Yale Investment Advisors, LLC26$1.58K
Proathlete Wealth Management LLC16$972
High Note Wealth, LLC15$912
Blume Capital Management, Inc.4$244

Not filed for Q3 2025 yet (9)

Institutions that held HSBC Holdings PLC at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HSBC in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Avantax Advisory Services, Inc.22,818$1.39M
Congress Wealth Management LLC9,132$555.1K
Atlas Capital Advisors LLC8,083$491.4K
EP Wealth Advisors, LLC4,962$301.6K
First Horizon Advisors, Inc.152$9.29K
Legacy Investment Solutions, LLC144$8.75K
PrairieView Partners, LLC135$8.00K
Oliver Lagore Vanvalin Investment Group108$6.20K
Iron Horse Wealth Management, LLC100$6.08K