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 |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 2,934 | $208.3K | 0.00% | +2,934 | New |
| Norden Group LLC | 2,874 | $204.0K | 0.02% | +2,874 | New |
| Thrivent Financial for Lutherans | 2,818 | $200.0K | 0.00% | −4,695−62.5% | Reduced |
| Rexford Capital Inc | 2,713 | $192.6K | 0.15% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,629 | $186.6K | 0.04% | +163+6.6% | Added |
| Rosenberg Matthew Hamilton | 2,578 | $183.0K | 0.04% | 00.0% | Unchanged |
| Edgar Lomax Co | 12,845 | $180.7K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,525 | $179.2K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 2,342 | $166.2K | 0.05% | +2,342 | New |
| Ronald Blue Trust, Inc. | 2,140 | $151.9K | 0.00% | −121−5.4% | Reduced |
| Fifth Third Bancorp | 2,054 | $145.8K | 0.00% | +812+65.4% | Added |
| Icon Wealth Advisors, LLC | 1,916 | $136.0K | 0.01% | +1,916 | New |
| Nisa Investment Advisors, LLC | 1,895 | $134.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,866 | $132.4K | 0.09% | +21+1.1% | Added |
| Manchester Capital Management LLC | 1,838 | $130.5K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,690 | $120.0K | 0.01% | −195−10.3% | Reduced |
| Grove Bank & Trust | 1,638 | $116.3K | 0.01% | −334−16.9% | Reduced |
| Rothschild Investment LLC | 1,594 | $113.1K | 0.01% | +780+95.8% | Added |
| TD Private Client Wealth LLC | 1,441 | $102.3K | 0.00% | +977+210.6% | Added |
| Umb Bank N A | 1,419 | $100.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,344 | $95.4K | 0.01% | −379−22.0% | Reduced |
| Bogart Wealth, LLC | 1,306 | $92.7K | 0.00% | +79+6.4% | Added |
| Huntington National Bank | 1,290 | $91.6K | 0.00% | −74−5.4% | Reduced |
| Salomon & Ludwin, LLC | 1,260 | $91.0K | 0.01% | +1,213+2,580.9% | Added |
| Bessemer Group Inc | 1,204 | $85.0K | 0.00% | +798+196.6% | Added |
| HM Payson & Co | 1,058 | $75.1K | 0.00% | +528+99.6% | Added |
| AdvisorNet Financial, Inc | 1,036 | $73.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,020 | $72.8K | 0.01% | +510+100.0% | Added |
| Private Trust Co NA | 988 | $70.1K | 0.01% | +225+29.5% | Added |
| Edmond de Rothschild Holding S.A. | 907 | $64.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 874 | $62.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 830 | $58.9K | 0.00% | +10+1.2% | Added |
| State of Wyoming | 804 | $57.1K | 0.01% | −820−50.5% | Reduced |
| Hanson & Doremus Investment Management | 809 | $57.0K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 800 | $56.8K | 0.03% | +200+33.3% | Added |
| True Wealth Design, LLC | 780 | $55.4K | 0.02% | +780 | New |
| Parkside Financial Bank & Trust | 765 | $54.3K | 0.00% | −37−4.6% | Reduced |
| Harbour Investments, Inc. | 712 | $50.5K | 0.00% | +351+97.2% | Added |
| Paradigm Asset Management Co LLC | 700 | $49.7K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 690 | $49.0K | 0.01% | −35−4.8% | Reduced |
| MCF Advisors LLC | 689 | $48.9K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 656 | $46.6K | 0.00% | +656 | New |
| Ameritas Advisory Services, LLC | 626 | $44.5K | 0.00% | −18−2.8% | Reduced |
| Root Financial Partners, LLC | 610 | $43.3K | 0.00% | +610 | New |
| Larson Financial Group LLC | 591 | $41.9K | 0.00% | −319−35.1% | Reduced |
| JPL Wealth Management, LLC | 580 | $41.2K | 0.01% | +580 | New |
| Essential Partners LLC | 514 | $36.5K | 0.01% | +514 | New |
| Capital Analysts, LLC | 501 | $36.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 499 | $35.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 476 | $34.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 467 | $33.1K | 0.01% | +81+21.0% | Added |
| Retirement Wealth Solutions LLC | 447 | $31.7K | 0.02% | +447 | New |
| Frazier Financial Advisors, LLC | 445 | $31.6K | 0.02% | +30+7.2% | Added |
| Binnacle Investments Inc | 444 | $31.5K | 0.02% | +198+80.5% | Added |
| CoreCap Advisors, LLC | 430 | $30.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 418 | $29.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 416 | $29.5K | 0.01% | −96−18.8% | Reduced |
| Inlight Wealth Management, LLC | 400 | $28.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 381 | $26.8K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 369 | $26.2K | 0.01% | +369 | New |
| Cape Investment Advisory, Inc. | 364 | $25.8K | 0.03% | +41+12.7% | Added |
| Mather Group, LLC. | 351 | $24.9K | 0.00% | +351 | New |
| Arlington Trust Co LLC | 335 | $23.8K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 321 | $22.8K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 283 | $20.1K | 0.00% | +7+2.5% | Added |
| Robinswood Financial LLC | 266 | $18.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 254 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 239 | $17.0K | 0.01% | +63+35.8% | Added |
| AXA Investment Managers S.A. | 236 | $16.8K | 0.00% | +236 | New |
| Atwood & Palmer Inc | 233 | $16.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 224 | $15.9K | 0.00% | +21+10.3% | Added |
| Plante Moran Financial Advisors, LLC | 219 | $15.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 214 | $15.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 213 | $15.1K | 0.00% | +22+11.5% | Added |
| CX Institutional | 205 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 197 | $14.0K | 0.00% | +118+149.4% | Added |
| DB Fitzpatrick & Co, Inc | 195 | $13.8K | 0.01% | −80−29.1% | Reduced |
| BankPlus Trust Department | 192 | $13.6K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 191 | $13.6K | 0.01% | −901−82.5% | Reduced |
| Federated Hermes, Inc. | 190 | $13.5K | 0.00% | −13−6.4% | Reduced |
| Valued Wealth Advisors LLC | 189 | $13.4K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 181 | $12.8K | 0.01% | +115+174.2% | Added |
| Atlantic Union Bankshares Corp | 180 | $12.8K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 200 | $12.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 169 | $12.0K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 168 | $11.9K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 163 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 162 | $11.5K | 0.00% | −27−14.3% | Reduced |
| Vermillion Wealth Management, Inc. | 160 | $11.4K | 0.00% | +160 | New |
| HHM Wealth Advisors, LLC | 158 | $11.2K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 151 | $10.7K | 0.00% | +151 | New |
| Duncker Streett & Co Inc | 148 | $10.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 147 | $10.4K | 0.00% | +42+40.0% | Added |
| Financial Connections Group, Inc. | 143 | $10.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 136 | $9.65K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 131 | $9.00K | 0.00% | +131 | New |