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 |
|---|---|---|---|---|---|
| Sunpointe, LLC | 3,965 | $281.4K | 0.10% | −81−2.0% | Reduced |
| Weil Company, Inc. | 4,000 | $283.9K | 0.07% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 4,046 | $287.2K | 0.04% | +454+12.6% | Added |
| AlTi Global, Inc. | 4,069 | $288.8K | 0.01% | +23+0.6% | Added |
| WealthTrust Axiom LLC | 4,075 | $289.2K | 0.08% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,078 | $289.5K | 0.02% | −24−0.6% | Reduced |
| Resonant Capital Advisors, LLC | 4,081 | $289.7K | 0.02% | +4,081 | New |
| Carter Financial Group, INC. | 4,097 | $290.8K | 0.18% | +4,097 | New |
| Nilsine Partners, LLC | 4,119 | $292.4K | 0.03% | +4,119 | New |
| Geneos Wealth Management Inc. | 4,222 | $299.7K | 0.01% | −2,529−37.5% | Reduced |
| Portside Wealth Group, LLC | 4,275 | $303.4K | 0.04% | +4,275 | New |
| Hilltop Holdings Inc. | 4,293 | $304.7K | 0.02% | +4,293 | New |
| Group One Trading, L.P. | 4,378 | $310.8K | 0.01% | −6,815−60.9% | Reduced |
| First Affirmative Financial Network | 4,409 | $313.0K | 0.15% | +253+6.1% | Added |
| Freestone Capital Holdings, LLC | 4,429 | $314.4K | 0.01% | +4,429 | New |
| Camden Capital, LLC | 4,457 | $316.4K | 0.02% | −423−8.7% | Reduced |
| Brighton Jones LLC | 4,462 | $316.7K | 0.01% | +4,462 | New |
| Perigon Wealth Management, LLC | 4,482 | $318.2K | 0.01% | +260+6.2% | Added |
| Pensionmark Financial Group, LLC | 4,558 | $323.6K | 0.01% | +422+10.2% | Added |
| Safeguard Investment Advisory Group, LLC | 4,667 | $331.3K | 0.08% | +6+0.1% | Added |
| Foster Group, Inc. | 4,668 | $331.3K | 0.01% | 00.0% | Unchanged |
| Manske Wealth Management | 4,698 | $333.5K | 0.10% | −160−3.3% | Reduced |
| Sage Mountain Advisors LLC | 4,701 | $333.7K | 0.02% | +558+13.5% | Added |
| New Republic Capital, LLC | 4,709 | $334.2K | 0.10% | +715+17.9% | Added |
| Tiaa Trust, National Association | 4,718 | $334.9K | 0.00% | +169+3.7% | Added |
| Canopy Partners, LLC | 4,760 | $337.9K | 0.11% | 00.0% | Unchanged |
| Golden State Equity Partners | 4,799 | $340.6K | 0.06% | +4,799 | New |
| Buckingham Strategic Partners | 4,862 | $347.9K | 0.00% | +840+20.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,930 | $349.9K | 0.01% | −54−1.1% | Reduced |
| Flputnam Investment Management Co | 4,988 | $354.0K | 0.01% | −800−13.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 5,024 | $356.6K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 5,056 | $358.9K | 0.04% | −221−4.2% | Reduced |
| Werba Rubin Papier Wealth Management | 5,063 | $359.4K | 0.06% | +81+1.6% | Added |
| Benjamin Edwards Inc | 5,078 | $360.4K | 0.00% | −684−11.9% | Reduced |
| Principal Securities, Inc. | 5,108 | $362.6K | 0.01% | +1,204+30.8% | Added |
| Seven Mile Advisory | 5,158 | $366.1K | 0.06% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 5,184 | $368.0K | 0.07% | +212+4.3% | Added |
| Concurrent Investment Advisors, LLC | 5,194 | $368.7K | 0.01% | +424+8.9% | Added |
| Gitterman Wealth Management, LLC | 5,358 | $380.4K | 0.09% | +468+9.6% | Added |
| Change Path, LLC | 5,380 | $381.9K | 0.01% | −1,757−24.6% | Reduced |
| Waters Parkerson & Co., LLC | 5,500 | $390.4K | 0.02% | 00.0% | Unchanged |
| Sym Financial Corp | 5,519 | $391.7K | 0.04% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 5,541 | $393.3K | 0.47% | −309−5.3% | Reduced |
| GWN Securities Inc. | 5,560 | $397.0K | 0.09% | +5,560 | New |
| Cresset Asset Management, LLC | 5,597 | $397.2K | 0.00% | +267+5.0% | Added |
| Resources Investment Advisors, LLC. | 5,640 | $400.3K | 0.00% | +5,640 | New |
| Acorn Creek Capital LLC | 5,700 | $404.6K | 0.15% | +37+0.7% | Added |
| Purkiss Capital Advisors LLC | 5,703 | $404.8K | 0.19% | +879+18.2% | Added |
| Baldwin Investment Management, LLC | 5,707 | $405.1K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,891 | $418.1K | 0.00% | +833+16.5% | Added |
| Advisory Services Network, LLC | 6,017 | $427.1K | 0.01% | +105+1.8% | Added |
| a16z Perennial Management, L.P. | 6,052 | $429.6K | 0.03% | +6,052 | New |
| Choate Investment Advisors | 6,134 | $435.4K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 6,200 | $440.1K | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 6,237 | $442.7K | 0.00% | +6,237 | New |
| Principal Street Partners, LLC | 6,248 | $443.5K | 0.07% | −6,248−50.0% | Reduced |
| Net Worth Advisory Group | 6,320 | $448.6K | 0.13% | −322−4.8% | Reduced |
| Allworth Financial LP | 6,358 | $451.3K | 0.00% | +967+17.9% | Added |
| Natural Investments, LLC | 6,446 | $457.0K | 0.11% | −11−0.2% | Reduced |
| Medallion Wealth Advisors, LLC | 6,487 | $460.4K | 0.16% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 6,758 | $479.7K | 0.08% | +1,064+18.7% | Added |
| Moors & Cabot, Inc. | 6,814 | $483.6K | 0.02% | −338−4.7% | Reduced |
| Cromwell Holdings LLC | 6,967 | $494.5K | 0.26% | 00.0% | Unchanged |
| BSW Wealth Partners | 6,988 | $496.0K | 0.06% | −4,896−41.2% | Reduced |
| StoneX Group Inc. | 7,036 | $499.4K | 0.02% | +7,036 | New |
| Invesco Ltd. | 7,083 | $502.8K | 0.00% | +31+0.4% | Added |
| Mesirow Financial Investment Management, Inc. | 7,090 | $503.3K | 0.01% | −1,664−19.0% | Reduced |
| Foundations Investment Advisors, LLC | 7,208 | $511.6K | 0.01% | +7,208 | New |
| GQG Partners LLC | 7,225 | $512.8K | 0.00% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 7,225 | $512.8K | 0.09% | +842+13.2% | Added |
| Fox Run Management, L.L.C. | 7,274 | $516.3K | 0.08% | +7,274 | New |
| Crumly & Associates Inc. | 7,356 | $522.1K | 0.11% | −291−3.8% | Reduced |
| Main Street Research LLC | 7,358 | $522.3K | 0.03% | +361+5.2% | Added |
| Fiera Capital Corp | 7,477 | $530.7K | 0.00% | +1,871+33.4% | Added |
| Keel Point, LLC | 7,504 | $532.7K | 0.03% | +8+0.1% | Added |
| AE Wealth Management LLC | 7,531 | $534.6K | 0.00% | +162+2.2% | Added |
| Gryphon Financial Partners LLC | 7,547 | $535.7K | 0.06% | +2,205+41.3% | Added |
| Trust Point Inc. | 7,618 | $540.7K | 0.04% | +1,250+19.6% | Added |
| Independent Advisor Alliance | 7,630 | $541.6K | 0.01% | +574+8.1% | Added |
| Summit Trail Advisors, LLC | 7,637 | $542.1K | 0.01% | +732+10.6% | Added |
| Drive Wealth Management, LLC | 7,740 | $549.4K | 0.12% | +95+1.2% | Added |
| Wedmont Private Capital | 7,865 | $556.1K | 0.02% | −114−1.4% | Reduced |
| Delta Financial Advisors LLC | 7,850 | $557.2K | 0.16% | +7,850 | New |
| Catalytic Wealth RIA, LLC | 8,015 | $568.9K | 0.02% | +8,015 | New |
| American Trust Investment Advisors, LLC | 8,045 | $571.0K | 0.29% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 8,181 | $573.2K | 0.34% | +8,181 | New |
| EverSource Wealth Advisors, LLC | 8,096 | $574.6K | 0.02% | −70−0.9% | Reduced |
| Jones Financial Companies LLLP | 8,309 | $580.2K | 0.00% | +648+8.5% | Added |
| Lido Advisors, LLC | 8,290 | $588.5K | 0.00% | +2,023+32.3% | Added |
| Bridgewater Advisors Inc. | 8,186 | $589.4K | 0.04% | +153+1.9% | Added |
| Courier Capital LLC | 8,417 | $597.4K | 0.03% | −75−0.9% | Reduced |
| Allie Family Office LLC | 8,504 | $603.6K | 0.29% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 8,544 | $606.5K | 0.07% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 8,738 | $620.2K | 0.06% | +8,738 | New |
| Lazard Asset Management LLC | 13,902 | $628.1K | 0.00% | +10.0% | Added |
| Wolverine Trading, LLC | 8,934 | $629.6K | 0.01% | +8,934 | New |
| Westover Capital Advisors, LLC | 8,947 | $635.1K | 0.12% | +350+4.1% | Added |
| HighMark Wealth Management LLC | 9,008 | $639.4K | 0.28% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 9,064 | $643.4K | 0.02% | +6,047+200.4% | Added |
| SeaBridge Investment Advisors LLC | 9,138 | $648.6K | 0.11% | −650−6.6% | Reduced |