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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 430 | $30.5K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 444 | $31.5K | 0.02% | +198+80.5% | Added |
| Frazier Financial Advisors, LLC | 445 | $31.6K | 0.02% | +30+7.2% | Added |
| Retirement Wealth Solutions LLC | 447 | $31.7K | 0.02% | +447 | New |
| Highline Wealth Partners LLC | 467 | $33.1K | 0.01% | +81+21.0% | Added |
| Smithfield Trust Co | 476 | $34.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 499 | $35.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 501 | $36.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 514 | $36.5K | 0.01% | +514 | New |
| JPL Wealth Management, LLC | 580 | $41.2K | 0.01% | +580 | New |
| Larson Financial Group LLC | 591 | $41.9K | 0.00% | −319−35.1% | Reduced |
| Root Financial Partners, LLC | 610 | $43.3K | 0.00% | +610 | New |
| Ameritas Advisory Services, LLC | 626 | $44.5K | 0.00% | −18−2.8% | Reduced |
| Wealthspire Advisors, LLC | 656 | $46.6K | 0.00% | +656 | New |
| MCF Advisors LLC | 689 | $48.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 690 | $49.0K | 0.01% | −35−4.8% | Reduced |
| Paradigm Asset Management Co LLC | 700 | $49.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 712 | $50.5K | 0.00% | +351+97.2% | Added |
| Parkside Financial Bank & Trust | 765 | $54.3K | 0.00% | −37−4.6% | Reduced |
| True Wealth Design, LLC | 780 | $55.4K | 0.02% | +780 | New |
| Berbice Capital Management LLC | 800 | $56.8K | 0.03% | +200+33.3% | Added |
| Hanson & Doremus Investment Management | 809 | $57.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 804 | $57.1K | 0.01% | −820−50.5% | Reduced |
| Spire Wealth Management | 830 | $58.9K | 0.00% | +10+1.2% | Added |
| Private Wealth Asset Management, LLC | 874 | $62.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 907 | $64.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 988 | $70.1K | 0.01% | +225+29.5% | Added |
| Westside Investment Management, Inc. | 1,020 | $72.8K | 0.01% | +510+100.0% | Added |
| AdvisorNet Financial, Inc | 1,036 | $73.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,058 | $75.1K | 0.00% | +528+99.6% | Added |
| Bessemer Group Inc | 1,204 | $85.0K | 0.00% | +798+196.6% | Added |
| Salomon & Ludwin, LLC | 1,260 | $91.0K | 0.01% | +1,213+2,580.9% | Added |
| Huntington National Bank | 1,290 | $91.6K | 0.00% | −74−5.4% | Reduced |
| Bogart Wealth, LLC | 1,306 | $92.7K | 0.00% | +79+6.4% | Added |
| NBC Securities, Inc. | 1,344 | $95.4K | 0.01% | −379−22.0% | Reduced |
| Umb Bank N A | 1,419 | $100.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,441 | $102.3K | 0.00% | +977+210.6% | Added |
| Rothschild Investment LLC | 1,594 | $113.1K | 0.01% | +780+95.8% | Added |
| Grove Bank & Trust | 1,638 | $116.3K | 0.01% | −334−16.9% | Reduced |
| JFS Wealth Advisors, LLC | 1,690 | $120.0K | 0.01% | −195−10.3% | Reduced |
| Manchester Capital Management LLC | 1,838 | $130.5K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,866 | $132.4K | 0.09% | +21+1.1% | Added |
| Nisa Investment Advisors, LLC | 1,895 | $134.5K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,916 | $136.0K | 0.01% | +1,916 | New |
| Fifth Third Bancorp | 2,054 | $145.8K | 0.00% | +812+65.4% | Added |
| Ronald Blue Trust, Inc. | 2,140 | $151.9K | 0.00% | −121−5.4% | Reduced |
| JCIC Asset Management Inc. | 2,342 | $166.2K | 0.05% | +2,342 | New |
| Federation des caisses Desjardins du Quebec | 2,525 | $179.2K | 0.00% | 00.0% | Unchanged |
| Edgar Lomax Co | 12,845 | $180.7K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,578 | $183.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,629 | $186.6K | 0.04% | +163+6.6% | Added |
| Rexford Capital Inc | 2,713 | $192.6K | 0.15% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 2,818 | $200.0K | 0.00% | −4,695−62.5% | Reduced |
| Norden Group LLC | 2,874 | $204.0K | 0.02% | +2,874 | New |
| Evoke Wealth, LLC | 2,934 | $208.3K | 0.00% | +2,934 | New |
| Aptus Capital Advisors, LLC | 2,936 | $208.4K | 0.00% | +2,936 | New |
| Ariadne Wealth Management, LP | 2,850 | $209.9K | 0.09% | +2,850 | New |
| Pure Financial Advisors, Inc. | 2,972 | $211.0K | 0.00% | +2,972 | New |
| Diversified Trust Co | 2,998 | $212.8K | 0.00% | +2,998 | New |
| Toroso Investments, LLC | 2,999 | $212.9K | 0.00% | +2,999 | New |
| Commerce Bank | 3,010 | $213.6K | 0.00% | +3,010 | New |
| FMB Wealth Management | 3,010 | $213.7K | 0.09% | +3,010 | New |
| Warren Averett Asset Management, LLC | 3,028 | $214.9K | 0.00% | +3,028 | New |
| DRW Securities, LLC | 3,097 | $219.8K | 0.01% | +3,097 | New |
| SG Americas Securities, LLC | 3,113 | $221.0K | 0.00% | −562−15.3% | Reduced |
| Monument Capital Management | 3,123 | $221.7K | 0.06% | +3,123 | New |
| Braun-Bostich & Associates Inc. | 3,129 | $222.1K | 0.14% | +3,129 | New |
| Echo45 Advisors LLC | 3,137 | $222.7K | 0.13% | +3,137 | New |
| TCG Advisory Services, LLC | 3,147 | $223.4K | 0.01% | +3,147 | New |
| IFP Advisors, Inc | 3,157 | $224.1K | 0.01% | −324−9.3% | Reduced |
| Seeds Investor LLC | 3,164 | $224.6K | 0.05% | −562−15.1% | Reduced |
| Modern Wealth Management, LLC | 3,181 | $225.8K | 0.00% | +3,181 | New |
| Texas Yale Capital Corp. | 3,200 | $227.1K | 0.01% | −1,150−26.4% | Reduced |
| Kestra Private Wealth Services, LLC | 3,209 | $227.8K | 0.00% | +3,209 | New |
| Sovran Advisors, LLC | 3,248 | $228.6K | 0.02% | +3,248 | New |
| Fulcrum Equity Management | 3,253 | $230.9K | 0.23% | +3,253 | New |
| Prospect Financial Group LLC | 3,255 | $231.0K | 0.23% | +3,255 | New |
| Vontobel Holding Ltd. | 3,270 | $232.2K | 0.00% | +3,270 | New |
| Verition Fund Management LLC | 3,278 | $232.7K | 0.00% | +3,278 | New |
| Symphony Financial Services, Inc. | 3,346 | $237.5K | 0.13% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 3,430 | $243.5K | 0.17% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,455 | $245.2K | 0.01% | −23−0.7% | Reduced |
| CIBC Private Wealth Group, LLC | 3,460 | $245.6K | 0.00% | +3,233+1,424.2% | Added |
| Venturi Wealth Management, LLC | 3,476 | $246.7K | 0.01% | +3,476 | New |
| Ashton Thomas Private Wealth, LLC | 3,530 | $250.6K | 0.01% | +3,530 | New |
| Partners Wealth Management, LLC | 3,595 | $255.2K | 0.25% | +3,595 | New |
| Tower Wealth Partners, Inc. | 3,633 | $257.9K | 0.14% | +134+3.8% | Added |
| Argyle Capital Management Inc. | 3,650 | $259.1K | 0.09% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,713 | $263.5K | 0.03% | −287−7.2% | Reduced |
| Greenup Street Wealth Management LLC | 3,720 | $264.0K | 0.04% | −28−0.7% | Reduced |
| RMB Capital Management, LLC | 3,725 | $264.4K | 0.00% | +11+0.3% | Added |
| First Citizens Bank & Trust Co | 3,731 | $264.8K | 0.01% | −199−5.1% | Reduced |
| Xponance, Inc. | 3,786 | $268.7K | 0.00% | +447+13.4% | Added |
| Wealth Alliance | 3,835 | $272.2K | 0.03% | +3,835 | New |
| Samalin Investment Counsel, LLC | 3,875 | $275.0K | 0.09% | +69+1.8% | Added |
| Allianz Asset Management GmbH | 3,900 | $276.8K | 0.00% | +3,900 | New |
| Syverson Strege & Co | 3,904 | $277.1K | 0.07% | −463−10.6% | Reduced |
| Ewa, LLC | 3,908 | $277.4K | 0.08% | +88+2.3% | Added |
| D'Orazio & Associates, Inc. | 3,954 | $280.7K | 0.04% | +7+0.2% | Added |
| Brown Advisory Inc | 3,955 | $280.7K | 0.00% | −3,277−45.3% | Reduced |