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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

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.

Institutional holdersQ3 2025: 555 institutions
Q1 2021: 263 institutionsQ2 2021: 262 institutionsQ3 2021: 263 institutionsQ4 2021: 284 institutionsQ1 2022: 297 institutionsQ2 2022: 292 institutionsQ3 2022: 289 institutionsQ4 2022: 316 institutionsQ1 2023: 338 institutionsQ2 2023: 365 institutionsQ3 2023: 375 institutionsQ4 2023: 412 institutionsQ1 2024: 411 institutionsQ2 2024: 419 institutionsQ3 2024: 425 institutionsQ4 2024: 466 institutionsQ1 2025: 507 institutionsQ2 2025: 513 institutionsQ3 2025: 555 institutionsQ4 2025: 617 institutionsQ1 2026: 646 institutionsQ2 2026: 713 institutions
Value heldQ3 2025: $5.64B
Q1 2021: $1.48BQ2 2021: $1.52BQ3 2021: $1.29BQ4 2021: $1.44BQ1 2022: $1.70BQ2 2022: $1.72BQ3 2022: $1.40BQ4 2022: $1.67BQ1 2023: $1.93BQ2 2023: $2.35BQ3 2023: $2.31BQ4 2023: $2.27BQ1 2024: $2.10BQ2 2024: $2.36BQ3 2024: $2.37BQ4 2024: $2.67BQ1 2025: $4.30BQ2 2025: $4.68BQ3 2025: $5.64BQ4 2025: $6.53BQ1 2026: $6.97BQ2 2026: $8.00B
Institutions holding HSBC and their total value by quarter
QuarterHoldersValue
Q2 2026713$8.00B
Q1 2026646$6.97B
Q4 2025617$6.53B
Q3 2025555$5.64B
Q2 2025513$4.68B
Q1 2025507$4.30B
Q4 2024466$2.67B
Q3 2024425$2.37B
Q2 2024419$2.36B
Q1 2024411$2.10B
Q4 2023412$2.27B
Q3 2023375$2.31B
Q2 2023365$2.35B
Q1 2023338$1.93B
Q4 2022316$1.67B
Q3 2022289$1.40B
Q2 2022292$1.72B
Q1 2022297$1.70B
Q4 2021284$1.44B
Q3 2021263$1.29B
Q2 2021262$1.52B
Q1 2021263$1.48B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q2 2025.

Institutions holding HSBC in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Alerus Financial NA1$710.00%00.0%Unchanged
Rise Advisors, LLC2$1620.00%00.0%Unchanged
Bear Mountain Capital, Inc.6$3960.00%+6New
Dogwood Wealth Management LLC6$4260.00%+6New
GPS Wealth Strategies Group, LLC7$4970.00%00.0%Unchanged
Orion Capital Management LLC8$5680.00%+8New
Turning Point Benefit Group, Inc.11$7840.00%+11New
Palisade Asset Management, LLC12$8520.00%+12New
Rossby Financial, LCC15$1.07K0.00%+15New
Caitlin John, LLC16$1.14K0.00%+16New
Wealth Watch Advisors, INC18$1.28K0.00%+18New
North Star Investment Management Corp.19$1.35K0.00%−71−78.9%Reduced
Kilter Group LLC20$1.42K0.00%+7+53.8%Added
Marshall & Sterling Wealth Advisors Inc.20$1.42K0.00%+20New
Dunhill Financial, LLC21$1.51K0.00%+21New
Nalls Sherbakoff Group, LLC25$1.77K0.00%00.0%Unchanged
First Command Advisory Services, Inc.26$1.84K0.00%00.0%Unchanged
Abound Wealth Management26$1.85K0.00%00.0%Unchanged
Central Trust Co30$2.13K0.00%+30New
Pacifica Partners Inc.30$2.14K0.00%00.0%Unchanged
St Germain D J Co Inc34$2.41K0.00%+34New
Westfuller Advisors, LLC35$2.45K0.00%+35New
Crewe Advisors LLC36$2.56K0.00%+36New
Key Financial Inc39$2.78K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC40$2.85K0.00%+10+33.3%Added
Wiser Advisor Group LLC41$2.91K0.00%+41New
Centerpoint Advisors, LLC40$3.00K0.00%+40New
Brown, Lisle/Cummings, Inc.44$3.10K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC45$3.19K0.00%00.0%Unchanged
American Capital Advisory, LLC45$3.19K0.00%+45New
Clean Yield Group48$3.41K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp50$3.52K0.00%+50New
New England Capital Financial Advisors LLC50$3.55K0.00%00.0%Unchanged
Westend Capital Management, LLC50$3.55K0.00%+50New
LRI Investments, LLC51$3.60K0.00%00.0%Unchanged
Kerr Financial Planning Corp50$3.61K0.01%+50New
WealthCollab, LLC52$3.69K0.00%00.0%Unchanged
Hollencrest Capital Management54$3.83K0.00%00.0%Unchanged
Montag A & Associates Inc67$4.76K0.00%+67New
Wolff Wiese Magana LLC68$4.83K0.00%+68New
Caldwell Sutter Capital, Inc.69$4.90K0.00%00.0%Unchanged
Kozak & Associates, Inc.79$5.63K0.00%+79New
Archer Investment Corp80$5.65K0.00%+1+1.3%Added
Sound Income Strategies, LLC84$5.66K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC83$5.93K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.85$6.03K0.00%+85New
WPG Advisers, LLC93$6.60K0.01%00.0%Unchanged
ORG Partners LLC98$6.96K0.00%00.0%Unchanged
Chesapeake Asset Management LLC100$7.10K0.01%00.0%Unchanged
Hoey Investments, Inc100$7.10K0.00%00.0%Unchanged
CoreFirst Bank & Trust100$7.10K0.00%00.0%Unchanged
Main Street Group, LTD100$7.10K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC111$7.88K0.00%−33−22.9%Reduced
Rakuten Securities, Inc.114$8.09K0.00%+110+2,750.0%Added
Golden State Wealth Management, LLC121$8.59K0.00%+1+0.8%Added
First PREMIER Bank131$9.00K0.00%+131New
CVA Family Office, LLC136$9.65K0.00%00.0%Unchanged
Financial Connections Group, Inc.143$10.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC147$10.4K0.00%+42+40.0%Added
Duncker Streett & Co Inc148$10.5K0.00%00.0%Unchanged
Financial Consulate, Inc151$10.7K0.00%+151New
Logan Capital Management Inc155$11.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC158$11.2K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.160$11.4K0.00%+160New
Bell Investment Advisors, Inc162$11.5K0.00%−27−14.3%Reduced
Center for Financial Planning, Inc.163$11.6K0.00%00.0%Unchanged
Roxbury Financial LLC168$11.9K0.01%00.0%Unchanged
Fortitude Family Office, LLC169$12.0K0.00%00.0%Unchanged
MRP Capital Investments, LLC200$12.2K0.01%00.0%Unchanged
Atlantic Union Bankshares Corp180$12.8K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC181$12.8K0.01%+115+174.2%Added
Valued Wealth Advisors LLC189$13.4K0.01%00.0%Unchanged
Federated Hermes, Inc.190$13.5K0.00%−13−6.4%Reduced
Caitong International Asset Management Co., Ltd191$13.6K0.01%−901−82.5%Reduced
BankPlus Trust Department192$13.6K0.00%00.0%Unchanged
DB Fitzpatrick & Co, Inc195$13.8K0.01%−80−29.1%Reduced
Brown Brothers Harriman & Co197$14.0K0.00%+118+149.4%Added
Valley National Advisers Inc200$14.0K0.00%00.0%Unchanged
Clear Street Markets LLC200$14.2K0.00%00.0%Unchanged
Costello Asset Management, INC200$14.2K0.00%00.0%Unchanged
CX Institutional205$15.0K0.00%00.0%Unchanged
Creative Financial Designs Inc213$15.1K0.00%+22+11.5%Added
Trust Co of Toledo NA214$15.2K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC219$15.5K0.00%00.0%Unchanged
Zions Bancorporation, National Association224$15.9K0.00%+21+10.3%Added
Atwood & Palmer Inc233$16.5K0.00%00.0%Unchanged
AXA Investment Managers S.A.236$16.8K0.00%+236New
Bare Financial Services, Inc239$17.0K0.01%+63+35.8%Added
Bartlett & Co. Wealth Management LLC254$18.0K0.00%00.0%Unchanged
Robinswood Financial LLC266$18.9K0.01%00.0%Unchanged
UMA Financial Services, Inc.283$20.1K0.00%+7+2.5%Added
Fairscale Capital, LLC321$22.8K0.02%00.0%Unchanged
Arlington Trust Co LLC335$23.8K0.00%00.0%Unchanged
Mather Group, LLC.351$24.9K0.00%+351New
Cape Investment Advisory, Inc.364$25.8K0.03%+41+12.7%Added
Measured Wealth Private Client Group, LLC369$26.2K0.01%+369New
Cornerstone Planning Group LLC381$26.8K0.00%00.0%Unchanged
Inlight Wealth Management, LLC400$28.4K0.01%00.0%Unchanged
Boyd Watterson Asset Management LLC416$29.5K0.01%−96−18.8%Reduced
Tortoise Investment Management, LLC418$29.7K0.00%00.0%Unchanged