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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 6,237 | $442.7K | 0.00% | +6,237 | New |
| FineMark National Bank & Trust | 6,200 | $440.1K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 6,134 | $435.4K | 0.01% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 6,052 | $429.6K | 0.03% | +6,052 | New |
| Advisory Services Network, LLC | 6,017 | $427.1K | 0.01% | +105+1.8% | Added |
| Kestra Advisory Services, LLC | 5,891 | $418.1K | 0.00% | +833+16.5% | Added |
| Baldwin Investment Management, LLC | 5,707 | $405.1K | 0.05% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 5,703 | $404.8K | 0.19% | +879+18.2% | Added |
| Acorn Creek Capital LLC | 5,700 | $404.6K | 0.15% | +37+0.7% | Added |
| Resources Investment Advisors, LLC. | 5,640 | $400.3K | 0.00% | +5,640 | New |
| Cresset Asset Management, LLC | 5,597 | $397.2K | 0.00% | +267+5.0% | Added |
| GWN Securities Inc. | 5,560 | $397.0K | 0.09% | +5,560 | New |
| Sonoma Private Wealth LLC | 5,541 | $393.3K | 0.47% | −309−5.3% | Reduced |
| Sym Financial Corp | 5,519 | $391.7K | 0.04% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 5,500 | $390.4K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 5,380 | $381.9K | 0.01% | −1,757−24.6% | Reduced |
| Gitterman Wealth Management, LLC | 5,358 | $380.4K | 0.09% | +468+9.6% | Added |
| Concurrent Investment Advisors, LLC | 5,194 | $368.7K | 0.01% | +424+8.9% | Added |
| Contravisory Investment Management, Inc. | 5,184 | $368.0K | 0.07% | +212+4.3% | Added |
| Seven Mile Advisory | 5,158 | $366.1K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5,108 | $362.6K | 0.01% | +1,204+30.8% | Added |
| Benjamin Edwards Inc | 5,078 | $360.4K | 0.00% | −684−11.9% | Reduced |
| Werba Rubin Papier Wealth Management | 5,063 | $359.4K | 0.06% | +81+1.6% | Added |
| 180 Wealth Advisors, LLC | 5,056 | $358.9K | 0.04% | −221−4.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 5,024 | $356.6K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,988 | $354.0K | 0.01% | −800−13.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,930 | $349.9K | 0.01% | −54−1.1% | Reduced |
| Buckingham Strategic Partners | 4,862 | $347.9K | 0.00% | +840+20.9% | Added |
| Golden State Equity Partners | 4,799 | $340.6K | 0.06% | +4,799 | New |
| Canopy Partners, LLC | 4,760 | $337.9K | 0.11% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 4,718 | $334.9K | 0.00% | +169+3.7% | Added |
| New Republic Capital, LLC | 4,709 | $334.2K | 0.10% | +715+17.9% | Added |
| Sage Mountain Advisors LLC | 4,701 | $333.7K | 0.02% | +558+13.5% | Added |
| Manske Wealth Management | 4,698 | $333.5K | 0.10% | −160−3.3% | Reduced |
| Foster Group, Inc. | 4,668 | $331.3K | 0.01% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 4,667 | $331.3K | 0.08% | +6+0.1% | Added |
| Pensionmark Financial Group, LLC | 4,558 | $323.6K | 0.01% | +422+10.2% | Added |
| Perigon Wealth Management, LLC | 4,482 | $318.2K | 0.01% | +260+6.2% | Added |
| Brighton Jones LLC | 4,462 | $316.7K | 0.01% | +4,462 | New |
| Camden Capital, LLC | 4,457 | $316.4K | 0.02% | −423−8.7% | Reduced |
| Freestone Capital Holdings, LLC | 4,429 | $314.4K | 0.01% | +4,429 | New |
| First Affirmative Financial Network | 4,409 | $313.0K | 0.15% | +253+6.1% | Added |
| Group One Trading, L.P. | 4,378 | $310.8K | 0.01% | −6,815−60.9% | Reduced |
| Hilltop Holdings Inc. | 4,293 | $304.7K | 0.02% | +4,293 | New |
| Portside Wealth Group, LLC | 4,275 | $303.4K | 0.04% | +4,275 | New |
| Geneos Wealth Management Inc. | 4,222 | $299.7K | 0.01% | −2,529−37.5% | Reduced |
| Nilsine Partners, LLC | 4,119 | $292.4K | 0.03% | +4,119 | New |
| Carter Financial Group, INC. | 4,097 | $290.8K | 0.18% | +4,097 | New |
| Resonant Capital Advisors, LLC | 4,081 | $289.7K | 0.02% | +4,081 | New |
| Cornerstone Wealth Management, LLC | 4,078 | $289.5K | 0.02% | −24−0.6% | Reduced |
| WealthTrust Axiom LLC | 4,075 | $289.2K | 0.08% | 00.0% | Unchanged |
| AlTi Global, Inc. | 4,069 | $288.8K | 0.01% | +23+0.6% | Added |
| Wealthstream Advisors, Inc. | 4,046 | $287.2K | 0.04% | +454+12.6% | Added |
| Weil Company, Inc. | 4,000 | $283.9K | 0.07% | 00.0% | Unchanged |
| Sunpointe, LLC | 3,965 | $281.4K | 0.10% | −81−2.0% | Reduced |
| Brown Advisory Inc | 3,955 | $280.7K | 0.00% | −3,277−45.3% | Reduced |
| D'Orazio & Associates, Inc. | 3,954 | $280.7K | 0.04% | +7+0.2% | Added |
| Ewa, LLC | 3,908 | $277.4K | 0.08% | +88+2.3% | Added |
| Syverson Strege & Co | 3,904 | $277.1K | 0.07% | −463−10.6% | Reduced |
| Allianz Asset Management GmbH | 3,900 | $276.8K | 0.00% | +3,900 | New |
| Samalin Investment Counsel, LLC | 3,875 | $275.0K | 0.09% | +69+1.8% | Added |
| Wealth Alliance | 3,835 | $272.2K | 0.03% | +3,835 | New |
| Xponance, Inc. | 3,786 | $268.7K | 0.00% | +447+13.4% | Added |
| First Citizens Bank & Trust Co | 3,731 | $264.8K | 0.01% | −199−5.1% | Reduced |
| RMB Capital Management, LLC | 3,725 | $264.4K | 0.00% | +11+0.3% | Added |
| Greenup Street Wealth Management LLC | 3,720 | $264.0K | 0.04% | −28−0.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,713 | $263.5K | 0.03% | −287−7.2% | Reduced |
| Argyle Capital Management Inc. | 3,650 | $259.1K | 0.09% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 3,633 | $257.9K | 0.14% | +134+3.8% | Added |
| Partners Wealth Management, LLC | 3,595 | $255.2K | 0.25% | +3,595 | New |
| Ashton Thomas Private Wealth, LLC | 3,530 | $250.6K | 0.01% | +3,530 | New |
| Venturi Wealth Management, LLC | 3,476 | $246.7K | 0.01% | +3,476 | New |
| CIBC Private Wealth Group, LLC | 3,460 | $245.6K | 0.00% | +3,233+1,424.2% | Added |
| Integrated Advisors Network LLC | 3,455 | $245.2K | 0.01% | −23−0.7% | Reduced |
| Seed Wealth Management, Inc. | 3,430 | $243.5K | 0.17% | 00.0% | Unchanged |
| Symphony Financial Services, Inc. | 3,346 | $237.5K | 0.13% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,278 | $232.7K | 0.00% | +3,278 | New |
| Vontobel Holding Ltd. | 3,270 | $232.2K | 0.00% | +3,270 | New |
| Prospect Financial Group LLC | 3,255 | $231.0K | 0.23% | +3,255 | New |
| Fulcrum Equity Management | 3,253 | $230.9K | 0.23% | +3,253 | New |
| Sovran Advisors, LLC | 3,248 | $228.6K | 0.02% | +3,248 | New |
| Kestra Private Wealth Services, LLC | 3,209 | $227.8K | 0.00% | +3,209 | New |
| Texas Yale Capital Corp. | 3,200 | $227.1K | 0.01% | −1,150−26.4% | Reduced |
| Modern Wealth Management, LLC | 3,181 | $225.8K | 0.00% | +3,181 | New |
| Seeds Investor LLC | 3,164 | $224.6K | 0.05% | −562−15.1% | Reduced |
| IFP Advisors, Inc | 3,157 | $224.1K | 0.01% | −324−9.3% | Reduced |
| TCG Advisory Services, LLC | 3,147 | $223.4K | 0.01% | +3,147 | New |
| Echo45 Advisors LLC | 3,137 | $222.7K | 0.13% | +3,137 | New |
| Braun-Bostich & Associates Inc. | 3,129 | $222.1K | 0.14% | +3,129 | New |
| Monument Capital Management | 3,123 | $221.7K | 0.06% | +3,123 | New |
| SG Americas Securities, LLC | 3,113 | $221.0K | 0.00% | −562−15.3% | Reduced |
| DRW Securities, LLC | 3,097 | $219.8K | 0.01% | +3,097 | New |
| Warren Averett Asset Management, LLC | 3,028 | $214.9K | 0.00% | +3,028 | New |
| FMB Wealth Management | 3,010 | $213.7K | 0.09% | +3,010 | New |
| Commerce Bank | 3,010 | $213.6K | 0.00% | +3,010 | New |
| Toroso Investments, LLC | 2,999 | $212.9K | 0.00% | +2,999 | New |
| Diversified Trust Co | 2,998 | $212.8K | 0.00% | +2,998 | New |
| Pure Financial Advisors, Inc. | 2,972 | $211.0K | 0.00% | +2,972 | New |
| Ariadne Wealth Management, LP | 2,850 | $209.9K | 0.09% | +2,850 | New |
| Aptus Capital Advisors, LLC | 2,936 | $208.4K | 0.00% | +2,936 | New |