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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 24,290 | $1.72M | 0.00% | −27,686−53.3% | Reduced |
| Foresight Capital Management Advisors, Inc. | 24,308 | $1.73M | 0.97% | −2,190−8.3% | Reduced |
| WCG Wealth Advisors LLC | 24,472 | $1.74M | 0.11% | −7,001−22.2% | Reduced |
| Orleans Capital Management Corp | 25,313 | $1.80M | 1.16% | −7,775−23.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 25,369 | $1.80M | 0.01% | +1,573+6.6% | Added |
| Aaron Wealth Advisors | 25,447 | $1.81M | 0.11% | −244−0.9% | Reduced |
| Farringdon Capital, Ltd. | 25,492 | $1.81M | 0.46% | +18,455+262.3% | Added |
| Janney Montgomery Scott LLC | 25,561 | $1.81M | 0.00% | −22,255−46.5% | Reduced |
| Captrust Financial Advisors | 25,664 | $1.82M | 0.00% | +2,105+8.9% | Added |
| Checchi Capital Advisers, LLC | 26,410 | $1.87M | 0.13% | +217+0.8% | Added |
| Ativo Capital Management LLC | 26,438 | $1.88M | 1.58% | −632−2.3% | Reduced |
| GWM Advisors LLC | 26,583 | $1.89M | 0.01% | +382+1.5% | Added |
| Sowell Financial Services LLC | 26,710 | $1.90M | 0.07% | −10,521−28.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 26,750 | $1.90M | 0.01% | −4,281−13.8% | Reduced |
| Wedbush Securities Inc | 26,822 | $1.90M | 0.06% | +13,495+101.3% | Added |
| Citigroup Inc | 26,828 | $1.90M | 0.00% | −386−1.4% | Reduced |
| SRS Capital Advisors, Inc. | 26,907 | $1.91M | 0.03% | +26,188+3,642.3% | Added |
| Assetmark, Inc | 27,175 | $1.93M | 0.00% | +12,501+85.2% | Added |
| Exencial Wealth Advisors, LLC | 27,383 | $1.94M | 0.06% | +2,178+8.6% | Added |
| Glenmede Investment Management, LP | 27,762 | $1.97M | 0.01% | +1,457+5.5% | Added |
| Quadrant Capital Group LLC | 27,767 | $1.97M | 0.06% | −68,506−71.2% | Reduced |
| Acadian Asset Management LLC | 27,902 | $1.98M | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 28,097 | $2.00M | 0.01% | +3,601+14.7% | Added |
| Syon Capital LLC | 28,185 | $2.00M | 0.11% | +319+1.1% | Added |
| Pekin Hardy Strauss, Inc. | 28,368 | $2.01M | 0.20% | +1,843+6.9% | Added |
| Regions Financial Corp | 28,835 | $2.05M | 0.01% | −30−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 29,333 | $2.07M | 0.00% | +5,503+23.1% | Added |
| We Are One Seven, LLC | 29,703 | $2.11M | 0.05% | +1,035+3.6% | Added |
| Advisors Asset Management, Inc. | 32,722 | $2.32M | 0.04% | −1,278−3.8% | Reduced |
| Scotia Capital Inc. | 33,117 | $2.35M | 0.01% | +1,247+3.9% | Added |
| Arkadios Wealth Advisors | 33,632 | $2.39M | 0.06% | −1,438−4.1% | Reduced |
| Rhumbline Advisers | 33,952 | $2.41M | 0.00% | −969−2.8% | Reduced |
| Earnest Partners LLC | 34,384 | $2.44M | 0.01% | −404−1.2% | Reduced |
| Thoroughbred Financial Services, LLC | 34,839 | $2.47M | 0.15% | −1,250−3.5% | Reduced |
| Coldstream Capital Management Inc | 35,261 | $2.50M | 0.03% | +11,809+50.4% | Added |
| Prospera Financial Services Inc | 36,305 | $2.58M | 0.04% | +15,968+78.5% | Added |
| CIBC Asset Management Inc | 36,756 | $2.61M | 0.01% | +11,776+47.1% | Added |
| Raelipskie Partnership | 36,784 | $2.61M | 1.12% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 36,891 | $2.62M | 0.04% | +24,886+207.3% | Added |
| XTX Topco Ltd | 37,501 | $2.66M | 0.14% | +24,045+178.7% | Added |
| Yousif Capital Management, LLC | 37,746 | $2.68M | 0.03% | −8,285−18.0% | Reduced |
| Davenport & Co LLC | 38,350 | $2.72M | 0.01% | +1,676+4.6% | Added |
| Qtron Investments LLC | 38,388 | $2.72M | 0.34% | +7,802+25.5% | Added |
| Prime Capital Investment Advisors, LLC | 38,472 | $2.73M | 0.03% | +10,100+35.6% | Added |
| Vise Technologies, Inc. | 38,937 | $2.76M | 0.10% | +13,545+53.3% | Added |
| Brandes Investment Partners, LP | 39,489 | $2.80M | 0.02% | +453+1.2% | Added |
| Park Avenue Securities LLC | 39,911 | $2.83M | 0.02% | +4,394+12.4% | Added |
| LSV Asset Management | 41,900 | $2.97M | 0.01% | −700−1.6% | Reduced |
| Castleark Management LLC | 42,100 | $2.99M | 0.08% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 42,336 | $3.01M | 0.01% | −4,382−9.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 43,708 | $3.10M | 0.09% | −6,643−13.2% | Reduced |
| Citadel Advisors LLC | 43,997 | $3.12M | 0.00% | −173,382−79.8% | Reduced |
| Forum Financial Management, LP | 44,246 | $3.14M | 0.04% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 44,672 | $3.17M | 0.60% | −15,546−25.8% | Reduced |
| CIBC World Markets Inc. | 45,757 | $3.25M | 0.01% | +3,578+8.5% | Added |
| Oppenheimer & Co Inc | 45,870 | $3.26M | 0.04% | −646−1.4% | Reduced |
| Ieq Capital, LLC | 45,978 | $3.26M | 0.01% | +18,871+69.6% | Added |
| TrueMark Investments, LLC | 46,502 | $3.30M | 0.57% | −7,368−13.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 49,410 | $3.51M | 0.08% | +19,176+63.4% | Added |
| Jackson Wealth Management, LLC | 50,188 | $3.56M | 0.36% | +50,188 | New |
| Neuberger Berman Group LLC | 53,251 | $3.78M | 0.00% | −9,970−15.8% | Reduced |
| Advisor Group Holdings, Inc. | 54,818 | $3.78M | 0.01% | +22,651+70.4% | Added |
| CI Private Wealth, LLC | 54,104 | $3.84M | 0.01% | +15,310+39.5% | Added |
| CAPROCK Group, Inc. | 59,569 | $3.87M | 0.10% | +59,569 | New |
| NewEdge Wealth, LLC | 54,855 | $3.89M | 0.06% | +29,288+114.6% | Added |
| Americana Partners, LLC | 54,876 | $3.90M | 0.12% | −76−0.1% | Reduced |
| New York State Common Retirement Fund | 55,429 | $3.93M | 0.01% | +50,241+968.4% | Added |
| Catalyst Capital Advisors LLC | 55,550 | $3.94M | 0.08% | −2,255−3.9% | Reduced |
| Callan Family Office, LLC | 56,337 | $4.00M | 0.13% | −12,775−18.5% | Reduced |
| Signaturefd, LLC | 59,233 | $4.20M | 0.07% | +127+0.2% | Added |
| Old Port Advisors | 59,261 | $4.21M | 1.06% | −1,577−2.6% | Reduced |
| Wetherby Asset Management Inc | 60,083 | $4.26M | 0.17% | +599+1.0% | Added |
| The PNC Financial Services Group, Inc. | 61,104 | $4.34M | 0.00% | +6,050+11.0% | Added |
| Sequoia Financial Advisors, LLC | 61,429 | $4.36M | 0.03% | +4,673+8.2% | Added |
| Russell Investments Group, Ltd. | 62,625 | $4.45M | 0.01% | +15,930+34.1% | Added |
| Cetera Investment Advisers | 63,774 | $4.53M | 0.01% | +26,476+71.0% | Added |
| Northwestern Mutual Wealth Management Co | 66,278 | $4.70M | 0.00% | +7,060+11.9% | Added |
| Atomi Financial Group, Inc. | 68,535 | $4.86M | 0.16% | +8,114+13.4% | Added |
| Limestone Investment Advisors LP | 69,037 | $4.90M | 2.20% | 00.0% | Unchanged |
| SIH Partners, LLLP | 69,098 | $4.90M | 0.43% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 72,000 | $5.11M | 0.39% | −27,500−27.6% | Reduced |
| Shilanski & Associates, Inc. | 72,432 | $5.14M | 1.37% | +72,432 | New |
| Vident Advisory, LLC | 76,420 | $5.42M | 0.05% | −86−0.1% | Reduced |
| Factory Mutual Insurance Co | 77,552 | $5.50M | 0.05% | +77,552 | New |
| Brinker Capital Investments, LLC | 77,938 | $5.53M | 0.04% | +28,701+58.3% | Added |
| TD Waterhouse Canada Inc. | 82,898 | $5.91M | 0.04% | +26,439+46.8% | Added |
| Truist Financial Corp | 84,990 | $6.03M | 0.01% | +4,106+5.1% | Added |
| Naviter Wealth, LLC | 86,705 | $6.15M | 0.72% | +2,631+3.1% | Added |
| BNP Paribas Arbitrage, SA | 100,179 | $7.11M | 0.01% | −117,327−53.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 102,659 | $7.29M | 0.02% | −185,572−64.4% | Reduced |
| Two Sigma Advisers, LP | 104,100 | $7.39M | 0.01% | −800−0.8% | Reduced |
| Hennessy Advisors Inc | 106,400 | $7.55M | 0.26% | −1,700−1.6% | Reduced |
| Manatuck Hill Partners, LLC | 107,448 | $7.63M | 2.59% | 00.0% | Unchanged |
| Cerity Partners LLC | 108,040 | $7.67M | 0.01% | +9,332+9.5% | Added |
| MML Investors Services, LLC | 109,926 | $7.80M | 0.02% | +26,228+31.3% | Added |
| Ameriprise Financial Inc | 110,310 | $7.83M | 0.00% | −9,454−7.9% | Reduced |
| National Bank of Canada | 111,004 | $7.88M | 0.01% | +7,917+7.7% | Added |
| Stifel Financial Corp | 116,368 | $8.26M | 0.01% | −2,106−1.8% | Reduced |
| AMJ Financial Wealth Management | 118,837 | $8.44M | 2.04% | +56,624+91.0% | Added |
| M&T Bank Corp | 120,239 | $8.53M | 0.03% | +482+0.4% | Added |