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 |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 15,696 | $1.11M | 0.08% | +232+1.5% | Added |
| Guggenheim Capital LLC | 15,469 | $1.10M | 0.01% | +405+2.7% | Added |
| Susquehanna International Group, LLP | 15,101 | $1.07M | 0.00% | +4,297+39.8% | Added |
| Barclays PLC | 15,085 | $1.07M | 0.00% | −42,543−73.8% | Reduced |
| State Street Corp | 14,767 | $1.05M | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 14,690 | $1.04M | 0.01% | +1,195+8.9% | Added |
| Rational Advisors LLC | 14,685 | $1.04M | 0.10% | −1,038−6.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,473 | $1.03M | 0.00% | −47−0.3% | Reduced |
| Centiva Capital, LP | 14,412 | $1.02M | 0.10% | +14,412 | New |
| Barometer Capital Management Inc. | 14,480 | $1.02M | 0.23% | +5,000+52.7% | Added |
| HighPoint Advisor Group LLC | 14,336 | $1.02M | 0.05% | +409+2.9% | Added |
| Versant Capital Management, Inc | 13,806 | $980.0K | 0.13% | −199−1.4% | Reduced |
| Cherokee Insurance Co | 13,545 | $961.4K | 0.41% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13,527 | $960.2K | 0.02% | −177−1.3% | Reduced |
| Engineers Gate Manager LP | 13,465 | $955.7K | 0.01% | −3,686−21.5% | Reduced |
| Everstar Asset Management, LLC | 13,330 | $946.2K | 0.54% | +2,343+21.3% | Added |
| Private Advisor Group, LLC | 13,270 | $941.9K | 0.00% | −1,991−13.0% | Reduced |
| Henshaw Capital LLC | 12,880 | $914.2K | 0.03% | −6,286−32.8% | Reduced |
| Sage Rhino Capital LLC | 12,838 | $911.2K | 0.18% | +30+0.2% | Added |
| GAMMA Investing LLC | 12,580 | $892.9K | 0.05% | +1,046+9.1% | Added |
| Pitcairn Co | 12,579 | $892.9K | 0.07% | −2,125−14.5% | Reduced |
| Nations Financial Group Inc, | 12,461 | $884.6K | 0.06% | +1,137+10.0% | Added |
| Lester Murray Antman dba SimplyRich | 12,322 | $874.0K | 0.24% | −14−0.1% | Reduced |
| Ascent Group, LLC | 12,032 | $854.1K | 0.03% | −1,840−13.3% | Reduced |
| Sivia Capital Partners, LLC | 11,935 | $847.1K | 0.24% | +39+0.3% | Added |
| Oppenheimer Asset Management Inc. | 11,933 | $847.0K | 0.01% | +11,933 | New |
| Legacy Capital Group California, Inc. | 11,921 | $846.2K | 0.22% | +679+6.0% | Added |
| Cornerstone Select Advisors, LLC | 11,884 | $843.5K | 0.62% | +1,150+10.7% | Added |
| Cordatus Wealth Management LLC | 11,868 | $842.4K | 0.20% | +25+0.2% | Added |
| Abel Hall, LLC | 11,866 | $842.2K | 0.34% | −33−0.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,821 | $839.1K | 0.20% | −171−1.4% | Reduced |
| Farther Finance Advisors, LLC | 11,764 | $835.0K | 0.01% | +7,347+166.3% | Added |
| Steward Partners Investment Advisory, LLC | 11,651 | $827.0K | 0.00% | +1,386+13.5% | Added |
| AlphaCore Capital LLC | 11,526 | $818.1K | 0.03% | +8,770+318.2% | Added |
| Henry James International Management, Inc. | 11,483 | $815.1K | 0.25% | −2,706−19.1% | Reduced |
| May Hill Capital, LLC | 11,377 | $807.5K | 0.24% | +337+3.1% | Added |
| HB Wealth Management, LLC | 11,189 | $794.2K | 0.01% | +2,963+36.0% | Added |
| Valeo Financial Advisors, LLC | 11,032 | $783.0K | 0.02% | +687+6.6% | Added |
| Clarius Group, LLC | 10,800 | $766.6K | 0.05% | −3,232−23.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 10,732 | $761.8K | 0.08% | +808+8.1% | Added |
| Blair William & Co | 10,432 | $740.5K | 0.00% | −433−4.0% | Reduced |
| Five Oceans Advisors | 10,361 | $735.4K | 0.27% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,115 | $717.9K | 0.08% | −1,069−9.6% | Reduced |
| Traveka Wealth, LLC | 10,105 | $717.3K | 0.32% | 00.0% | Unchanged |
| Chelsea Counsel Co | 10,100 | $716.9K | 0.32% | 00.0% | Unchanged |
| Tepp RIA, LLC | 10,068 | $714.6K | 0.81% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 10,050 | $713.4K | 0.28% | +2,036+25.4% | Added |
| Corient IA LLC | 10,000 | $709.8K | 0.53% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 9,807 | $696.1K | 0.27% | −1,407−12.5% | Reduced |
| Global Retirement Partners, LLC | 9,653 | $685.1K | 0.02% | +1,474+18.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,613 | $682.3K | 0.00% | +1,919+24.9% | Added |
| Mission Wealth Management, LP | 9,451 | $670.8K | 0.01% | +289+3.2% | Added |
| Deutsche Bank AG | 9,412 | $668.1K | 0.00% | 00.0% | Unchanged |
| Optas, LLC | 9,406 | $667.6K | 0.11% | +66+0.7% | Added |
| Keybank National Association | 9,380 | $665.8K | 0.00% | −20,383−68.5% | Reduced |
| SeaBridge Investment Advisors LLC | 9,138 | $648.6K | 0.11% | −650−6.6% | Reduced |
| GeoWealth Management, LLC | 9,064 | $643.4K | 0.02% | +6,047+200.4% | Added |
| HighMark Wealth Management LLC | 9,008 | $639.4K | 0.28% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 8,947 | $635.1K | 0.12% | +350+4.1% | Added |
| Wolverine Trading, LLC | 8,934 | $629.6K | 0.01% | +8,934 | New |
| Lazard Asset Management LLC | 13,902 | $628.1K | 0.00% | +10.0% | Added |
| Marks Group Wealth Management, Inc | 8,738 | $620.2K | 0.06% | +8,738 | New |
| Westerkirk Capital Inc. | 8,544 | $606.5K | 0.07% | 00.0% | Unchanged |
| Allie Family Office LLC | 8,504 | $603.6K | 0.29% | 00.0% | Unchanged |
| Courier Capital LLC | 8,417 | $597.4K | 0.03% | −75−0.9% | Reduced |
| Bridgewater Advisors Inc. | 8,186 | $589.4K | 0.04% | +153+1.9% | Added |
| Lido Advisors, LLC | 8,290 | $588.5K | 0.00% | +2,023+32.3% | Added |
| Jones Financial Companies LLLP | 8,309 | $580.2K | 0.00% | +648+8.5% | Added |
| EverSource Wealth Advisors, LLC | 8,096 | $574.6K | 0.02% | −70−0.9% | Reduced |
| Brucke Financial, Inc. | 8,181 | $573.2K | 0.34% | +8,181 | New |
| American Trust Investment Advisors, LLC | 8,045 | $571.0K | 0.29% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 8,015 | $568.9K | 0.02% | +8,015 | New |
| Delta Financial Advisors LLC | 7,850 | $557.2K | 0.16% | +7,850 | New |
| Wedmont Private Capital | 7,865 | $556.1K | 0.02% | −114−1.4% | Reduced |
| Drive Wealth Management, LLC | 7,740 | $549.4K | 0.12% | +95+1.2% | Added |
| Summit Trail Advisors, LLC | 7,637 | $542.1K | 0.01% | +732+10.6% | Added |
| Independent Advisor Alliance | 7,630 | $541.6K | 0.01% | +574+8.1% | Added |
| Trust Point Inc. | 7,618 | $540.7K | 0.04% | +1,250+19.6% | Added |
| Gryphon Financial Partners LLC | 7,547 | $535.7K | 0.06% | +2,205+41.3% | Added |
| AE Wealth Management LLC | 7,531 | $534.6K | 0.00% | +162+2.2% | Added |
| Keel Point, LLC | 7,504 | $532.7K | 0.03% | +8+0.1% | Added |
| Fiera Capital Corp | 7,477 | $530.7K | 0.00% | +1,871+33.4% | Added |
| Main Street Research LLC | 7,358 | $522.3K | 0.03% | +361+5.2% | Added |
| Crumly & Associates Inc. | 7,356 | $522.1K | 0.11% | −291−3.8% | Reduced |
| Fox Run Management, L.L.C. | 7,274 | $516.3K | 0.08% | +7,274 | New |
| Riversedge Advisors, LLC | 7,225 | $512.8K | 0.09% | +842+13.2% | Added |
| GQG Partners LLC | 7,225 | $512.8K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 7,208 | $511.6K | 0.01% | +7,208 | New |
| Mesirow Financial Investment Management, Inc. | 7,090 | $503.3K | 0.01% | −1,664−19.0% | Reduced |
| Invesco Ltd. | 7,083 | $502.8K | 0.00% | +31+0.4% | Added |
| StoneX Group Inc. | 7,036 | $499.4K | 0.02% | +7,036 | New |
| BSW Wealth Partners | 6,988 | $496.0K | 0.06% | −4,896−41.2% | Reduced |
| Cromwell Holdings LLC | 6,967 | $494.5K | 0.26% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,814 | $483.6K | 0.02% | −338−4.7% | Reduced |
| Capital Performance Advisors LLP | 6,758 | $479.7K | 0.08% | +1,064+18.7% | Added |
| Medallion Wealth Advisors, LLC | 6,487 | $460.4K | 0.16% | 00.0% | Unchanged |
| Natural Investments, LLC | 6,446 | $457.0K | 0.11% | −11−0.2% | Reduced |
| Allworth Financial LP | 6,358 | $451.3K | 0.00% | +967+17.9% | Added |
| Net Worth Advisory Group | 6,320 | $448.6K | 0.13% | −322−4.8% | Reduced |
| Principal Street Partners, LLC | 6,248 | $443.5K | 0.07% | −6,248−50.0% | Reduced |