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 |
|---|---|---|---|---|---|
| CWM, LLC | 122,708 | $8.71M | 0.03% | −6,387−4.9% | Reduced |
| JustInvest LLC | 124,835 | $8.86M | 0.09% | +7,196+6.1% | Added |
| SEI Investments Co | 133,251 | $9.46M | 0.01% | +7,484+6.0% | Added |
| Ritholtz Wealth Management | 140,354 | $9.96M | 0.19% | +7,535+5.7% | Added |
| US Bancorp | 150,996 | $10.7M | 0.01% | +40,995+37.3% | Added |
| Ethic Inc. | 151,070 | $10.7M | 0.18% | +685+0.5% | Added |
| Gunderson Capital Management Inc. | 161,909 | $11.5M | 4.23% | −6,206−3.7% | Reduced |
| Pathstone Holdings, LLC | 162,986 | $11.6M | 0.04% | +3,833+2.4% | Added |
| American Assets Investment Management, LLC | 166,918 | $11.8M | 0.87% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 180,475 | $12.8M | 7.60% | +180,475 | New |
| Millennium Management LLC | 185,641 | $13.2M | 0.01% | +172,804+1,346.1% | Added |
| Mercer Global Advisors Inc | 197,926 | $14.0M | 0.02% | −18,354−8.5% | Reduced |
| Mariner, LLC | 199,379 | $14.2M | 0.02% | +2,121+1.1% | Added |
| Promethos Capital, LLC | 208,811 | $14.6M | 3.92% | +16,247+8.4% | Added |
| Envestnet Asset Management Inc | 222,916 | $15.8M | 0.00% | +130,440+141.1% | Added |
| Janney Capital Management LLC | 224,891 | $16.0M | 0.99% | −3,375−1.5% | Reduced |
| QRG Capital Management, Inc. | 225,324 | $16.0M | 0.19% | −168,240−42.7% | Reduced |
| Qube Research & Technologies Ltd | 227,924 | $16.2M | 0.02% | −137,646−37.7% | Reduced |
| Bank of Montreal | 238,083 | $16.9M | 0.01% | +28,417+13.6% | Added |
| Abc Arbitrage SA | 244,169 | $17.3M | 1.71% | +73,390+43.0% | Added |
| AQR Capital Management LLC | 249,240 | $17.7M | 0.01% | +94,859+61.4% | Added |
| Franklin Resources Inc | 260,684 | $18.5M | 0.00% | −10,327−3.8% | Reduced |
| HighTower Advisors, LLC | 265,644 | $18.9M | 0.02% | +24,000+9.9% | Added |
| 1832 Asset Management L.P. | 298,000 | $21.2M | 0.04% | −5,500−1.8% | Reduced |
| Meritage Portfolio Management | 299,509 | $21.3M | 1.42% | +3,857+1.3% | Added |
| UBS Group AG | 301,114 | $21.4M | 0.00% | −719,793−70.5% | Reduced |
| Creative Planning | 314,384 | $22.3M | 0.02% | +1,310+0.4% | Added |
| JPMorgan Chase & Co | 317,512 | $22.5M | 0.00% | −184,688−36.8% | Reduced |
| Capital Fund Management S.A. | 329,535 | $23.4M | 0.23% | +30,753+10.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 335,746 | $23.8M | 0.07% | +29,631+9.7% | Added |
| LPL Financial LLC | 340,051 | $24.1M | 0.01% | +40,207+13.4% | Added |
| Bank of New York Mellon Corp | 349,242 | $24.8M | 0.00% | +61,180+21.2% | Added |
| Quantinno Capital Management LP | 362,358 | $25.7M | 0.07% | +72,595+25.1% | Added |
| Wells Fargo & Company | 391,129 | $27.8M | 0.01% | +111,692+40.0% | Added |
| Charles Schwab Investment Management Inc | 420,227 | $29.8M | 0.00% | +69,598+19.8% | Added |
| Natixis Advisors, L.P. | 431,717 | $30.6M | 0.04% | +45,403+11.8% | Added |
| Raymond James Financial Inc | 455,088 | $32.3M | 0.01% | +117,038+34.6% | Added |
| Crossmark Global Holdings, Inc. | 480,138 | $34.1M | 0.51% | −22,835−4.5% | Reduced |
| Renaissance Technologies LLC | 490,922 | $34.8M | 0.05% | −160,300−24.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 538,238 | $38.2M | 0.22% | +68,579+14.6% | Added |
| First Trust Advisors LP | 571,711 | $40.6M | 0.03% | −117,539−17.1% | Reduced |
| Cookson Peirce & Co Inc | 623,969 | $44.3M | 1.82% | −22,755−3.5% | Reduced |
| Clearbridge Investments, LLC | 815,859 | $57.9M | 0.04% | +815,859 | New |
| Royal Bank of Canada | 1,172,224 | $83.2M | 0.01% | −80,485−6.4% | Reduced |
| Contrarian Capital Management, L.L.C. | 1,265,656 | $89.8M | 22.67% | 00.0% | Unchanged |
| American Century Companies Inc | 1,311,820 | $93.1M | 0.05% | +168,438+14.7% | Added |
| Bank of America Corp | 2,067,792 | $146.8M | 0.01% | −42,775−2.0% | Reduced |
| BlackRock, Inc. | 2,892,942 | $205.3M | 0.00% | −50,924−1.7% | Reduced |
| Sanders Capital, LLC | 2,970,010 | $210.8M | 0.26% | −1,620−0.1% | Reduced |
| Northern Trust Corp | 3,045,134 | $216.1M | 0.03% | +136,342+4.7% | Added |
| FMR LLC | 3,590,655 | $254.9M | 0.01% | +230,981+6.9% | Added |
| Goldman Sachs Group Inc | 6,230,549 | $442.2M | 0.06% | +624,776+11.1% | Added |
| Morgan Stanley | 6,490,410 | $460.7M | 0.03% | +200,839+3.2% | Added |
| Dimensional Fund Advisors LP | 10,575,644 | $750.7M | 0.16% | +185,073+1.8% | Added |
| Fisher Asset Management, LLC | 17,398,460 | $1.23B | 0.45% | +355,089+2.1% | Added |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −90,445−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −24,279−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −23,745−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −22,543−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −18,334−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −10,941−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,084−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −9,666−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −8,494−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −8,075−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −7,715−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Haven Private, LLC | 0 | $0 | 0.00% | −6,288−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −5,749−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,934−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,792−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,256−100.0% | Sold out |
| Richard P Slaughter Associates Inc | 0 | $0 | 0.00% | −4,112−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −4,009−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −3,803−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −3,741−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,630−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −3,552−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −3,125−100.0% | Sold out |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −1,531−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,086−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −1,073−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −537−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Proathlete Wealth Management LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |