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 |
|---|---|---|---|---|---|
| Keybank National Association | 9,380 | $665.8K | 0.00% | −20,383−68.5% | Reduced |
| Optas, LLC | 9,406 | $667.6K | 0.11% | +66+0.7% | Added |
| Deutsche Bank AG | 9,412 | $668.1K | 0.00% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 9,451 | $670.8K | 0.01% | +289+3.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,613 | $682.3K | 0.00% | +1,919+24.9% | Added |
| Global Retirement Partners, LLC | 9,653 | $685.1K | 0.02% | +1,474+18.0% | Added |
| Wealthstar Advisors, LLC | 9,807 | $696.1K | 0.27% | −1,407−12.5% | Reduced |
| Corient IA LLC | 10,000 | $709.8K | 0.53% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 10,050 | $713.4K | 0.28% | +2,036+25.4% | Added |
| Tepp RIA, LLC | 10,068 | $714.6K | 0.81% | 00.0% | Unchanged |
| Chelsea Counsel Co | 10,100 | $716.9K | 0.32% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 10,105 | $717.3K | 0.32% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,115 | $717.9K | 0.08% | −1,069−9.6% | Reduced |
| Five Oceans Advisors | 10,361 | $735.4K | 0.27% | 00.0% | Unchanged |
| Blair William & Co | 10,432 | $740.5K | 0.00% | −433−4.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 10,732 | $761.8K | 0.08% | +808+8.1% | Added |
| Clarius Group, LLC | 10,800 | $766.6K | 0.05% | −3,232−23.0% | Reduced |
| Valeo Financial Advisors, LLC | 11,032 | $783.0K | 0.02% | +687+6.6% | Added |
| HB Wealth Management, LLC | 11,189 | $794.2K | 0.01% | +2,963+36.0% | Added |
| May Hill Capital, LLC | 11,377 | $807.5K | 0.24% | +337+3.1% | Added |
| Henry James International Management, Inc. | 11,483 | $815.1K | 0.25% | −2,706−19.1% | Reduced |
| AlphaCore Capital LLC | 11,526 | $818.1K | 0.03% | +8,770+318.2% | Added |
| Steward Partners Investment Advisory, LLC | 11,651 | $827.0K | 0.00% | +1,386+13.5% | Added |
| Farther Finance Advisors, LLC | 11,764 | $835.0K | 0.01% | +7,347+166.3% | Added |
| Legacy Wealth Asset Management, LLC | 11,821 | $839.1K | 0.20% | −171−1.4% | Reduced |
| Abel Hall, LLC | 11,866 | $842.2K | 0.34% | −33−0.3% | Reduced |
| Cordatus Wealth Management LLC | 11,868 | $842.4K | 0.20% | +25+0.2% | Added |
| Cornerstone Select Advisors, LLC | 11,884 | $843.5K | 0.62% | +1,150+10.7% | Added |
| Legacy Capital Group California, Inc. | 11,921 | $846.2K | 0.22% | +679+6.0% | Added |
| Oppenheimer Asset Management Inc. | 11,933 | $847.0K | 0.01% | +11,933 | New |
| Sivia Capital Partners, LLC | 11,935 | $847.1K | 0.24% | +39+0.3% | Added |
| Ascent Group, LLC | 12,032 | $854.1K | 0.03% | −1,840−13.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,322 | $874.0K | 0.24% | −14−0.1% | Reduced |
| Nations Financial Group Inc, | 12,461 | $884.6K | 0.06% | +1,137+10.0% | Added |
| Pitcairn Co | 12,579 | $892.9K | 0.07% | −2,125−14.5% | Reduced |
| GAMMA Investing LLC | 12,580 | $892.9K | 0.05% | +1,046+9.1% | Added |
| Sage Rhino Capital LLC | 12,838 | $911.2K | 0.18% | +30+0.2% | Added |
| Henshaw Capital LLC | 12,880 | $914.2K | 0.03% | −6,286−32.8% | Reduced |
| Private Advisor Group, LLC | 13,270 | $941.9K | 0.00% | −1,991−13.0% | Reduced |
| Everstar Asset Management, LLC | 13,330 | $946.2K | 0.54% | +2,343+21.3% | Added |
| Engineers Gate Manager LP | 13,465 | $955.7K | 0.01% | −3,686−21.5% | Reduced |
| Parallel Advisors, LLC | 13,527 | $960.2K | 0.02% | −177−1.3% | Reduced |
| Cherokee Insurance Co | 13,545 | $961.4K | 0.41% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13,806 | $980.0K | 0.13% | −199−1.4% | Reduced |
| HighPoint Advisor Group LLC | 14,336 | $1.02M | 0.05% | +409+2.9% | Added |
| Barometer Capital Management Inc. | 14,480 | $1.02M | 0.23% | +5,000+52.7% | Added |
| Centiva Capital, LP | 14,412 | $1.02M | 0.10% | +14,412 | New |
| Cambridge Investment Research Advisors, Inc. | 14,473 | $1.03M | 0.00% | −47−0.3% | Reduced |
| Rational Advisors LLC | 14,685 | $1.04M | 0.10% | −1,038−6.6% | Reduced |
| Merit Financial Group, LLC | 14,690 | $1.04M | 0.01% | +1,195+8.9% | Added |
| State Street Corp | 14,767 | $1.05M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 15,085 | $1.07M | 0.00% | −42,543−73.8% | Reduced |
| Susquehanna International Group, LLP | 15,101 | $1.07M | 0.00% | +4,297+39.8% | Added |
| Guggenheim Capital LLC | 15,469 | $1.10M | 0.01% | +405+2.7% | Added |
| Soltis Investment Advisors LLC | 15,696 | $1.11M | 0.08% | +232+1.5% | Added |
| AssuredPartners Investment Advisors, LLC | 15,736 | $1.12M | 0.25% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 15,947 | $1.13M | 0.02% | +49+0.3% | Added |
| Frank, Rimerman Advisors LLC | 16,160 | $1.15M | 0.07% | 00.0% | Unchanged |
| PDS Planning, Inc | 16,227 | $1.15M | 0.08% | −313−1.9% | Reduced |
| Profund Advisors LLC | 16,339 | $1.16M | 0.04% | −4,010−19.7% | Reduced |
| Ignite Planners, LLC | 16,414 | $1.17M | 0.19% | −708−4.1% | Reduced |
| Atria Investments LLC | 17,221 | $1.22M | 0.01% | +8,102+88.8% | Added |
| Colony Group, LLC | 17,297 | $1.23M | 0.00% | +5,342+44.7% | Added |
| Horizon Investments, LLC | 17,929 | $1.26M | 0.02% | +1,398+8.5% | Added |
| Tower Research Capital LLC (TRC) | 17,817 | $1.26M | 0.03% | +17,817 | New |
| Integrated Wealth Concepts LLC | 17,871 | $1.27M | 0.01% | +482+2.8% | Added |
| Greenleaf Trust | 17,915 | $1.27M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,961 | $1.27M | 0.00% | +12,056+204.2% | Added |
| Founders Financial Securities LLC | 18,002 | $1.28M | 0.09% | +1,398+8.4% | Added |
| Ellevest, Inc. | 18,088 | $1.28M | 0.18% | +938+5.5% | Added |
| Aprio Wealth Management, LLC | 18,596 | $1.32M | 0.13% | +1,005+5.7% | Added |
| Legacy Financial Advisors, Inc. | 18,757 | $1.33M | 0.18% | +18,757 | New |
| SBI Securities Co., Ltd. | 19,062 | $1.35M | 0.03% | +479+2.6% | Added |
| Gradient Investments LLC | 19,313 | $1.37M | 0.02% | +6,989+56.7% | Added |
| Jain Global LLC | 19,321 | $1.37M | 0.02% | +19,321 | New |
| Advisors Preferred, LLC | 19,231 | $1.37M | 0.20% | +19,231 | New |
| Pzena Investment Management LLC | 19,348 | $1.37M | 0.00% | +497+2.6% | Added |
| D.A. Davidson & Co. | 19,354 | $1.37M | 0.01% | 00.0% | Unchanged |
| RBF Capital, LLC | 20,000 | $1.42M | 0.07% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 20,300 | $1.44M | 0.99% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 20,740 | $1.46M | 0.09% | +2,767+15.4% | Added |
| Kathmere Capital Management, LLC | 20,878 | $1.48M | 0.11% | +3,251+18.4% | Added |
| Sanctuary Advisors, LLC | 21,437 | $1.52M | 0.01% | +5,186+31.9% | Added |
| Sagespring Wealth Partners, LLC | 21,930 | $1.56M | 0.03% | +1,980+9.9% | Added |
| Allspring Global Investments Holdings, LLC | 22,115 | $1.56M | 0.00% | −223−1.0% | Reduced |
| Dynasty Wealth Management, LLC | 22,025 | $1.56M | 0.02% | +22,025 | New |
| Skopos Labs, Inc. | 25,779 | $1.57M | 0.21% | −440−1.7% | Reduced |
| MAI Capital Management | 22,090 | $1.57M | 0.01% | −2,746−11.1% | Reduced |
| Ted Buchan & Co | 22,161 | $1.57M | 0.62% | +847+4.0% | Added |
| Dorsey & Whitney Trust CO LLC | 22,263 | $1.58M | 0.08% | −513−2.3% | Reduced |
| Gabelli Funds LLC | 22,700 | $1.61M | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 23,000 | $1.63M | 0.05% | 00.0% | Unchanged |
| Virtu Financial LLC | 23,004 | $1.63M | 0.09% | +1,175+5.4% | Added |
| West Family Investments, Inc. | 23,057 | $1.64M | 0.37% | +207+0.9% | Added |
| Evergreen Capital Management LLC | 23,218 | $1.65M | 0.04% | −633−2.7% | Reduced |
| RSM US Wealth Management LLC | 23,300 | $1.65M | 0.02% | −199−0.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 23,336 | $1.66M | 0.69% | −82−0.4% | Reduced |
| Savant Capital, LLC | 23,444 | $1.66M | 0.01% | −239−1.0% | Reduced |
| United Capital Financial Advisers, LLC | 23,490 | $1.67M | 0.01% | +540+2.4% | Added |
| Ballentine Partners, LLC | 23,948 | $1.70M | 0.02% | −2,540−9.6% | Reduced |