Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2025: 555 institutions
Q1 2021: 263 institutionsQ2 2021: 262 institutionsQ3 2021: 263 institutionsQ4 2021: 284 institutionsQ1 2022: 297 institutionsQ2 2022: 292 institutionsQ3 2022: 289 institutionsQ4 2022: 316 institutionsQ1 2023: 338 institutionsQ2 2023: 365 institutionsQ3 2023: 375 institutionsQ4 2023: 412 institutionsQ1 2024: 411 institutionsQ2 2024: 419 institutionsQ3 2024: 425 institutionsQ4 2024: 466 institutionsQ1 2025: 507 institutionsQ2 2025: 513 institutionsQ3 2025: 555 institutionsQ4 2025: 617 institutionsQ1 2026: 646 institutionsQ2 2026: 713 institutions
Value heldQ3 2025: $5.64B
Q1 2021: $1.48BQ2 2021: $1.52BQ3 2021: $1.29BQ4 2021: $1.44BQ1 2022: $1.70BQ2 2022: $1.72BQ3 2022: $1.40BQ4 2022: $1.67BQ1 2023: $1.93BQ2 2023: $2.35BQ3 2023: $2.31BQ4 2023: $2.27BQ1 2024: $2.10BQ2 2024: $2.36BQ3 2024: $2.37BQ4 2024: $2.67BQ1 2025: $4.30BQ2 2025: $4.68BQ3 2025: $5.64BQ4 2025: $6.53BQ1 2026: $6.97BQ2 2026: $8.00B
Institutions holding HSBC and their total value by quarter
QuarterHoldersValue
Q2 2026713$8.00B
Q1 2026646$6.97B
Q4 2025617$6.53B
Q3 2025555$5.64B
Q2 2025513$4.68B
Q1 2025507$4.30B
Q4 2024466$2.67B
Q3 2024425$2.37B
Q2 2024419$2.36B
Q1 2024411$2.10B
Q4 2023412$2.27B
Q3 2023375$2.31B
Q2 2023365$2.35B
Q1 2023338$1.93B
Q4 2022316$1.67B
Q3 2022289$1.40B
Q2 2022292$1.72B
Q1 2022297$1.70B
Q4 2021284$1.44B
Q3 2021263$1.29B
Q2 2021262$1.52B
Q1 2021263$1.48B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q2 2025.

Institutions holding HSBC in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Golden State Wealth Management, LLC121$8.59K0.00%+1+0.8%Added
Rakuten Securities, Inc.114$8.09K0.00%+110+2,750.0%Added
Legacy Wealth Managment, LLC111$7.88K0.00%−33−22.9%Reduced
Chesapeake Asset Management LLC100$7.10K0.01%00.0%Unchanged
Hoey Investments, Inc100$7.10K0.00%00.0%Unchanged
CoreFirst Bank & Trust100$7.10K0.00%00.0%Unchanged
Main Street Group, LTD100$7.10K0.00%00.0%Unchanged
ORG Partners LLC98$6.96K0.00%00.0%Unchanged
WPG Advisers, LLC93$6.60K0.01%00.0%Unchanged
Transamerica Financial Advisors, Inc.85$6.03K0.00%+85New
Kayne Anderson Rudnick Investment Management LLC83$5.93K0.00%00.0%Unchanged
Sound Income Strategies, LLC84$5.66K0.00%00.0%Unchanged
Archer Investment Corp80$5.65K0.00%+1+1.3%Added
Kozak & Associates, Inc.79$5.63K0.00%+79New
Caldwell Sutter Capital, Inc.69$4.90K0.00%00.0%Unchanged
Wolff Wiese Magana LLC68$4.83K0.00%+68New
Montag A & Associates Inc67$4.76K0.00%+67New
Hollencrest Capital Management54$3.83K0.00%00.0%Unchanged
WealthCollab, LLC52$3.69K0.00%00.0%Unchanged
Kerr Financial Planning Corp50$3.61K0.01%+50New
LRI Investments, LLC51$3.60K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC50$3.55K0.00%00.0%Unchanged
Westend Capital Management, LLC50$3.55K0.00%+50New
Murphy & Mullick Capital Management Corp50$3.52K0.00%+50New
Clean Yield Group48$3.41K0.00%00.0%Unchanged
American Capital Advisory, LLC45$3.19K0.00%+45New
Financial Network Wealth Advisors LLC45$3.19K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.44$3.10K0.00%00.0%Unchanged
Centerpoint Advisors, LLC40$3.00K0.00%+40New
Wiser Advisor Group LLC41$2.91K0.00%+41New
Beaird Harris Wealth Management, LLC40$2.85K0.00%+10+33.3%Added
Key Financial Inc39$2.78K0.00%00.0%Unchanged
Crewe Advisors LLC36$2.56K0.00%+36New
Westfuller Advisors, LLC35$2.45K0.00%+35New
St Germain D J Co Inc34$2.41K0.00%+34New
Pacifica Partners Inc.30$2.14K0.00%00.0%Unchanged
Central Trust Co30$2.13K0.00%+30New
Abound Wealth Management26$1.85K0.00%00.0%Unchanged
First Command Advisory Services, Inc.26$1.84K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC25$1.77K0.00%00.0%Unchanged
Dunhill Financial, LLC21$1.51K0.00%+21New
Kilter Group LLC20$1.42K0.00%+7+53.8%Added
Marshall & Sterling Wealth Advisors Inc.20$1.42K0.00%+20New
North Star Investment Management Corp.19$1.35K0.00%−71−78.9%Reduced
Wealth Watch Advisors, INC18$1.28K0.00%+18New
Caitlin John, LLC16$1.14K0.00%+16New
Rossby Financial, LCC15$1.07K0.00%+15New
Palisade Asset Management, LLC12$8520.00%+12New
Turning Point Benefit Group, Inc.11$7840.00%+11New
Orion Capital Management LLC8$5680.00%+8New
GPS Wealth Strategies Group, LLC7$4970.00%00.0%Unchanged
Dogwood Wealth Management LLC6$4260.00%+6New
Bear Mountain Capital, Inc.6$3960.00%+6New
Rise Advisors, LLC2$1620.00%00.0%Unchanged
Alerus Financial NA1$710.00%00.0%Unchanged
Aquatic Capital Management LLC0$00.00%−90,445−100.0%Sold out
Quantbot Technologies LP0$00.00%−24,279−100.0%Sold out
ICONIQ Capital, LLC0$00.00%−23,745−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−22,543−100.0%Sold out
McDonald Partners LLC0$00.00%−18,334−100.0%Sold out
CSS LLC0$00.00%−12,200−100.0%Sold out
BKM Wealth Management, LLC0$00.00%−10,941−100.0%Sold out
HRT Financial LP0$00.00%−10,084−100.0%Sold out
Investors Research Corp0$00.00%−9,666−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−8,494−100.0%Sold out
Cooper Financial Group0$00.00%−8,075−100.0%Sold out
Strategic Global Advisors, LLC0$00.00%−7,715−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−7,100−100.0%Sold out
Haven Private, LLC0$00.00%−6,288−100.0%Sold out
Bryn Mawr Trust Co0$00.00%−5,749−100.0%Sold out
Trexquant Investment LP0$00.00%−4,934−100.0%Sold out
Quadrature Capital Ltd0$00.00%−4,792−100.0%Sold out
Boston Private Wealth LLC0$00.00%−4,256−100.0%Sold out
Richard P Slaughter Associates Inc0$00.00%−4,112−100.0%Sold out
First Manhattan Co0$00.00%−4,009−100.0%Sold out
Wrapmanager Inc0$00.00%−3,803−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−3,741−100.0%Sold out
Jump Financial, LLC0$00.00%−3,630−100.0%Sold out
Diametric Capital, LP0$00.00%−3,552−100.0%Sold out
Allianz SE0$00.00%−3,125−100.0%Sold out
Raiffeisen Bank International AG0$00.00%−1,950−100.0%Sold out
Sierra Ocean, LLC0$00.00%−1,531−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−1,086−100.0%Sold out
Headlands Technologies LLC0$00.00%−1,101−100.0%Sold out
Ridgewood Investments LLC0$00.00%−1,073−100.0%Sold out
Garde Capital, Inc.0$00.00%−750−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−604−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−537−100.0%Sold out
Whittier Trust Co0$00.00%−535−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−511−100.0%Sold out
Accent Capital Management, LLC0$00.00%−500−100.0%Sold out
NewSquare Capital LLC0$00.00%−432−100.0%Sold out
South State Corp.0$00.00%−223−100.0%Sold out
AXA S.A.0$00.00%−118−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−100−100.0%Sold out
Stephens Consulting, LLC0$00.00%−95−100.0%Sold out
SWAN Capital LLC0$00.00%−42−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−33−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−26−100.0%Sold out
Proathlete Wealth Management LLC0$00.00%−16−100.0%Sold out