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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 45,757 | $3.25M | 0.01% | +3,578+8.5% | Added |
| Stamos Capital Partners, L.P. | 44,672 | $3.17M | 0.60% | −15,546−25.8% | Reduced |
| Forum Financial Management, LP | 44,246 | $3.14M | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 43,997 | $3.12M | 0.00% | −173,382−79.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 43,708 | $3.10M | 0.09% | −6,643−13.2% | Reduced |
| Rockefeller Capital Management L.P. | 42,336 | $3.01M | 0.01% | −4,382−9.4% | Reduced |
| Castleark Management LLC | 42,100 | $2.99M | 0.08% | 00.0% | Unchanged |
| LSV Asset Management | 41,900 | $2.97M | 0.01% | −700−1.6% | Reduced |
| Park Avenue Securities LLC | 39,911 | $2.83M | 0.02% | +4,394+12.4% | Added |
| Brandes Investment Partners, LP | 39,489 | $2.80M | 0.02% | +453+1.2% | Added |
| Vise Technologies, Inc. | 38,937 | $2.76M | 0.10% | +13,545+53.3% | Added |
| Prime Capital Investment Advisors, LLC | 38,472 | $2.73M | 0.03% | +10,100+35.6% | Added |
| Qtron Investments LLC | 38,388 | $2.72M | 0.34% | +7,802+25.5% | Added |
| Davenport & Co LLC | 38,350 | $2.72M | 0.01% | +1,676+4.6% | Added |
| Yousif Capital Management, LLC | 37,746 | $2.68M | 0.03% | −8,285−18.0% | Reduced |
| XTX Topco Ltd | 37,501 | $2.66M | 0.14% | +24,045+178.7% | Added |
| Hantz Financial Services, Inc. | 36,891 | $2.62M | 0.04% | +24,886+207.3% | Added |
| Raelipskie Partnership | 36,784 | $2.61M | 1.12% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 36,756 | $2.61M | 0.01% | +11,776+47.1% | Added |
| Prospera Financial Services Inc | 36,305 | $2.58M | 0.04% | +15,968+78.5% | Added |
| Coldstream Capital Management Inc | 35,261 | $2.50M | 0.03% | +11,809+50.4% | Added |
| Thoroughbred Financial Services, LLC | 34,839 | $2.47M | 0.15% | −1,250−3.5% | Reduced |
| Earnest Partners LLC | 34,384 | $2.44M | 0.01% | −404−1.2% | Reduced |
| Rhumbline Advisers | 33,952 | $2.41M | 0.00% | −969−2.8% | Reduced |
| Arkadios Wealth Advisors | 33,632 | $2.39M | 0.06% | −1,438−4.1% | Reduced |
| Scotia Capital Inc. | 33,117 | $2.35M | 0.01% | +1,247+3.9% | Added |
| Advisors Asset Management, Inc. | 32,722 | $2.32M | 0.04% | −1,278−3.8% | Reduced |
| We Are One Seven, LLC | 29,703 | $2.11M | 0.05% | +1,035+3.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,333 | $2.07M | 0.00% | +5,503+23.1% | Added |
| Regions Financial Corp | 28,835 | $2.05M | 0.01% | −30−0.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 28,368 | $2.01M | 0.20% | +1,843+6.9% | Added |
| Syon Capital LLC | 28,185 | $2.00M | 0.11% | +319+1.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 28,097 | $2.00M | 0.01% | +3,601+14.7% | Added |
| Acadian Asset Management LLC | 27,902 | $1.98M | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 27,767 | $1.97M | 0.06% | −68,506−71.2% | Reduced |
| Glenmede Investment Management, LP | 27,762 | $1.97M | 0.01% | +1,457+5.5% | Added |
| Exencial Wealth Advisors, LLC | 27,383 | $1.94M | 0.06% | +2,178+8.6% | Added |
| Assetmark, Inc | 27,175 | $1.93M | 0.00% | +12,501+85.2% | Added |
| SRS Capital Advisors, Inc. | 26,907 | $1.91M | 0.03% | +26,188+3,642.3% | Added |
| Citigroup Inc | 26,828 | $1.90M | 0.00% | −386−1.4% | Reduced |
| Wedbush Securities Inc | 26,822 | $1.90M | 0.06% | +13,495+101.3% | Added |
| Schonfeld Strategic Advisors LLC | 26,750 | $1.90M | 0.01% | −4,281−13.8% | Reduced |
| Sowell Financial Services LLC | 26,710 | $1.90M | 0.07% | −10,521−28.3% | Reduced |
| GWM Advisors LLC | 26,583 | $1.89M | 0.01% | +382+1.5% | Added |
| Ativo Capital Management LLC | 26,438 | $1.88M | 1.58% | −632−2.3% | Reduced |
| Checchi Capital Advisers, LLC | 26,410 | $1.87M | 0.13% | +217+0.8% | Added |
| Captrust Financial Advisors | 25,664 | $1.82M | 0.00% | +2,105+8.9% | Added |
| Janney Montgomery Scott LLC | 25,561 | $1.81M | 0.00% | −22,255−46.5% | Reduced |
| Farringdon Capital, Ltd. | 25,492 | $1.81M | 0.46% | +18,455+262.3% | Added |
| Aaron Wealth Advisors | 25,447 | $1.81M | 0.11% | −244−0.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 25,369 | $1.80M | 0.01% | +1,573+6.6% | Added |
| Orleans Capital Management Corp | 25,313 | $1.80M | 1.16% | −7,775−23.5% | Reduced |
| WCG Wealth Advisors LLC | 24,472 | $1.74M | 0.11% | −7,001−22.2% | Reduced |
| Foresight Capital Management Advisors, Inc. | 24,308 | $1.73M | 0.97% | −2,190−8.3% | Reduced |
| Commonwealth Equity Services, LLC | 24,290 | $1.72M | 0.00% | −27,686−53.3% | Reduced |
| Ballentine Partners, LLC | 23,948 | $1.70M | 0.02% | −2,540−9.6% | Reduced |
| United Capital Financial Advisers, LLC | 23,490 | $1.67M | 0.01% | +540+2.4% | Added |
| Savant Capital, LLC | 23,444 | $1.66M | 0.01% | −239−1.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 23,336 | $1.66M | 0.69% | −82−0.4% | Reduced |
| RSM US Wealth Management LLC | 23,300 | $1.65M | 0.02% | −199−0.8% | Reduced |
| Evergreen Capital Management LLC | 23,218 | $1.65M | 0.04% | −633−2.7% | Reduced |
| West Family Investments, Inc. | 23,057 | $1.64M | 0.37% | +207+0.9% | Added |
| Virtu Financial LLC | 23,004 | $1.63M | 0.09% | +1,175+5.4% | Added |
| Systematic Alpha Investments, LLC | 23,000 | $1.63M | 0.05% | 00.0% | Unchanged |
| Gabelli Funds LLC | 22,700 | $1.61M | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 22,263 | $1.58M | 0.08% | −513−2.3% | Reduced |
| Ted Buchan & Co | 22,161 | $1.57M | 0.62% | +847+4.0% | Added |
| MAI Capital Management | 22,090 | $1.57M | 0.01% | −2,746−11.1% | Reduced |
| Skopos Labs, Inc. | 25,779 | $1.57M | 0.21% | −440−1.7% | Reduced |
| Dynasty Wealth Management, LLC | 22,025 | $1.56M | 0.02% | +22,025 | New |
| Allspring Global Investments Holdings, LLC | 22,115 | $1.56M | 0.00% | −223−1.0% | Reduced |
| Sagespring Wealth Partners, LLC | 21,930 | $1.56M | 0.03% | +1,980+9.9% | Added |
| Sanctuary Advisors, LLC | 21,437 | $1.52M | 0.01% | +5,186+31.9% | Added |
| Kathmere Capital Management, LLC | 20,878 | $1.48M | 0.11% | +3,251+18.4% | Added |
| Smartleaf Asset Management LLC | 20,740 | $1.46M | 0.09% | +2,767+15.4% | Added |
| Mork Capital Management, LLC | 20,300 | $1.44M | 0.99% | 00.0% | Unchanged |
| RBF Capital, LLC | 20,000 | $1.42M | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 19,354 | $1.37M | 0.01% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 19,348 | $1.37M | 0.00% | +497+2.6% | Added |
| Advisors Preferred, LLC | 19,231 | $1.37M | 0.20% | +19,231 | New |
| Jain Global LLC | 19,321 | $1.37M | 0.02% | +19,321 | New |
| Gradient Investments LLC | 19,313 | $1.37M | 0.02% | +6,989+56.7% | Added |
| SBI Securities Co., Ltd. | 19,062 | $1.35M | 0.03% | +479+2.6% | Added |
| Legacy Financial Advisors, Inc. | 18,757 | $1.33M | 0.18% | +18,757 | New |
| Aprio Wealth Management, LLC | 18,596 | $1.32M | 0.13% | +1,005+5.7% | Added |
| Ellevest, Inc. | 18,088 | $1.28M | 0.18% | +938+5.5% | Added |
| Founders Financial Securities LLC | 18,002 | $1.28M | 0.09% | +1,398+8.4% | Added |
| Jane Street Group, LLC | 17,961 | $1.27M | 0.00% | +12,056+204.2% | Added |
| Greenleaf Trust | 17,915 | $1.27M | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 17,871 | $1.27M | 0.01% | +482+2.8% | Added |
| Tower Research Capital LLC (TRC) | 17,817 | $1.26M | 0.03% | +17,817 | New |
| Horizon Investments, LLC | 17,929 | $1.26M | 0.02% | +1,398+8.5% | Added |
| Colony Group, LLC | 17,297 | $1.23M | 0.00% | +5,342+44.7% | Added |
| Atria Investments LLC | 17,221 | $1.22M | 0.01% | +8,102+88.8% | Added |
| Ignite Planners, LLC | 16,414 | $1.17M | 0.19% | −708−4.1% | Reduced |
| Profund Advisors LLC | 16,339 | $1.16M | 0.04% | −4,010−19.7% | Reduced |
| PDS Planning, Inc | 16,227 | $1.15M | 0.08% | −313−1.9% | Reduced |
| Frank, Rimerman Advisors LLC | 16,160 | $1.15M | 0.07% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 15,947 | $1.13M | 0.02% | +49+0.3% | Added |
| AssuredPartners Investment Advisors, LLC | 15,736 | $1.12M | 0.25% | 00.0% | Unchanged |