Skip to main content

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

Q4 2025 vs. Q3 2025

How the institutions holding HSBC Holdings PLC changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of HSBC: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders5559617+71
Shares79.5M183.7K83.1M+3.70M (+4.7%)
Value$5.64B$13.0M$6.53B+$899.7M (+16.0%)

9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (107)

Institutions that held HSBC Holdings PLC at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 107 by value.

Institutions new to HSBC in Q4 2025
InstitutionSharesValue% of portfolio
HRT Financial LP176,364$13.9M0.04%
Marshall Wace, LLP169,065$13.3M0.01%
Laird Norton Trust Company, LLC97,510$7.67M0.16%
Campbell & CO Investment Adviser LLC94,331$7.42M0.36%
Tredje AP-fonden86,869$6.83M0.05%
Balyasny Asset Management LLC84,943$6.68M0.01%
Vestmark Advisory Solutions, Inc.49,764$3.91M0.05%
Flow Traders U.S. LLC48,752$3.83M0.13%
Old Mission Capital LLC47,325$3.72M0.14%
Credit Agricole S A36,978$2.91M0.01%
Opal Capital LLC36,804$2.90M0.72%
Glenmede Trust Co NA27,777$2.19M0.01%
Evolve Private Wealth, LLC21,186$1.67M0.10%
PCM Encore, LLC18,069$1.42M0.30%
Abacus Wealth Partners, LLC15,214$1.20M0.12%
Entropy Technologies, LP14,925$1.17M0.06%
Bleakley Financial Group, LLC12,561$988.2K0.02%
Themes Management Co LLC12,195$959.4K0.76%
Garton & Associates Financial Advisors LLC12,121$953.5K0.53%
Everest Financial Group LLC12,067$949.3K0.21%
NLB Skladi, upravljanje premozenja, d.o.o.11,186$880.0K0.04%
Havemeyer Place LP10,597$833.7K0.16%
UBS Asset Management Americas Inc9,290$730.8K0.00%
Frec Markets, Inc.9,004$708.4K0.21%
EP Wealth Advisors, LLC7,825$615.6K0.00%
Dynamic Advisor Solutions LLC7,741$609.0K0.02%
Atlas Capital Advisors LLC7,489$589.2K0.07%
SmartHarvest Portfolios, LLC7,296$574.0K0.20%
Basecamp Wealth Advisors LLC6,321$497.3K0.11%
Mount Yale Investment Advisors, LLC6,145$483.4K0.02%
Beacon Pointe Advisors, LLC5,775$454.3K0.00%
Anchyra Partners LLC5,558$437.2K0.13%
OneAscent Family Office, LLC5,244$412.5K0.28%
55 North Private Wealth, LLC5,204$409.4K0.11%
Greenspring Advisors, LLC4,634$364.6K0.02%
Fred Alger Management, LLC4,257$334.9K0.00%
Rehmann Capital Advisory Group4,084$322.5K0.02%
Flatrock Wealth Partners LLC3,921$308.5K0.15%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,913$307.8K0.01%
Jump Financial, LLC3,900$306.8K0.00%
Stephens Inc3,722$292.8K0.00%
Savvy Advisors, Inc.3,407$268.0K0.01%
LVW Advisors, LLC3,400$267.5K0.03%
International Assets Investment Management, LLC3,358$264.2K0.02%
Hoxton Planning & Management, LLC3,344$263.1K0.08%
V-Square Quantitative Management LLC3,258$256.3K0.03%
Papamarkou Wellner Asset Management inc.3,230$254.1K0.15%
Accuvest Global Advisors3,213$253.0K0.19%
HBK Sorce Advisory LLC2,826$252.3K0.01%
Wexford Capital LP3,141$247.1K0.06%
August Group Capital Ltd3,062$240.9K0.27%
Crestwood Advisors Group LLC3,059$240.7K0.00%
Interchange Capital Partners, LLC3,007$236.6K0.04%
Tranquilli Financial Advisor LLC2,990$235.2K0.14%
Klingman & Associates, LLC2,943$231.5K0.01%
Main Street Financial Solutions, LLC2,933$230.7K0.02%
Diversify Wealth Management, LLC2,805$228.7K0.01%
Insigneo Advisory Services, LLC2,903$228.4K0.02%
Intergy Private Wealth, LLC2,902$228.3K0.07%
Xxi Wealth, LLC2,710$213.2K0.13%
Boston Private Wealth LLC2,668$209.9K0.01%
Baker Tilly Wealth Management, LLC2,659$209.2K0.05%
Legacy Wealth Partners, LLC2,565$201.8K0.05%
National Asset Management, Inc.2,547$200.4K0.01%
Brio Consultants, LLC2,547$200.4K0.03%
Diversified Enterprises, LLC2,543$200.1K0.01%
SageView Advisory Group, LLC1,198$94.2K0.00%
Keating Financial Advisory Services, Inc.946$74.4K0.01%
Annis Gardner Whiting Capital Advisors, LLC544$42.8K0.01%
SHP Wealth Management534$42.0K0.00%
SJS Investment Consulting Inc.426$33.5K0.00%
Wealth Enhancement Trust Services, Inc.310$24.4K0.00%
Triumph Capital Management288$22.7K0.00%
Cornerstone Financial Management LLC264$20.8K0.02%
Signature Equity Partners, LLC261$20.5K0.01%
Walleye Capital LLC249$19.6K0.00%
Manning & Napier Advisors LLC243$19.3K0.00%
Osterweis Capital Management Inc–$15.0K0.00%
Strategic Wealth Partners, Ltd.160$12.6K0.00%
Penserra Capital Management LLC162$12.0K0.00%
Wellington-Altus USA Inc.148$11.6K0.01%
YANKCOM Partnership148$11.6K0.00%
Ancora Advisors, LLC145$11.4K0.00%
Independence Bank of Kentucky136$10.7K0.00%
IMA Wealth, Inc.123$9.68K0.00%
Elyxium Wealth, LLC121$9.52K0.00%
Rachor Investment Advisory Services, LLC120$9.44K0.01%
Bangor Savings Bank104$8.18K0.00%
Three Bearings Fiduciary Advisors, Inc.70$6.16K0.01%
Acumen Wealth Advisors, LLC65$5.11K0.00%
Godfrey Financial Associates, Inc.55$4.33K0.00%
Nemes Rush Group LLC50$3.93K0.00%
Tucker Asset Management LLC42$3.30K0.00%
JNBA Financial Advisors39$3.07K0.00%
Stephens Consulting, LLC37$2.91K0.00%
MV Capital Management, Inc.36$2.83K0.00%
Bryn Mawr Trust Co34$2.67K0.00%
Quaker Wealth Management, LLC34$2.67K0.00%
XY Capital Ltd33$2.60K0.00%
Glen Eagle Advisors, LLC31$2.44K0.00%

Sold out (36)

Institutions that held HSBC Holdings PLC at the end of Q3 2025 and filed for Q4 2025 without it.

Not filed for Q4 2025 yet (9)

Institutions that held HSBC Holdings PLC at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HSBC in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Shilanski & Associates, Inc.72,432$5.14M
Wetherby Asset Management Inc60,083$4.26M
Glenmede Investment Management, LP27,762$1.97M
Wolverine Trading, LLC8,934$629.6K
Gitterman Wealth Management, LLC5,358$380.4K
First Affirmative Financial Network4,409$313.0K
Wealthstream Advisors, Inc.4,046$287.2K
Binnacle Investments Inc444$31.5K
AXA Investment Managers S.A.236$16.8K