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, Q4 2025
Institutional positions in HSBC Holdings PLC as of Dec 31, 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
- 617
- +71 vs. Q3 2025
- Shares held
- 83.1M
- +3.70M (+4.7%) vs. Q3 2025
- Total value
- $6.53B
- +$899.7M (+16.0%) vs. Q3 2025
- New holders
- 107
- 273 more added
- Sold out
- 36
- 131 more reduced
9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Triumph Capital Management | 288 | $22.7K | 0.00% | +288 | New |
| Raffa Wealth Management, LLC | 300 | $23.6K | 0.00% | +153+104.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 310 | $24.4K | 0.00% | +310 | New |
| Fairscale Capital, LLC | 321 | $25.3K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 329 | $25.9K | 0.00% | +244+287.1% | Added |
| Measured Wealth Private Client Group, LLC | 369 | $29.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 383 | $30.1K | 0.00% | +221+136.4% | Added |
| Essential Partners LLC | 397 | $31.2K | 0.01% | −117−22.8% | Reduced |
| Inlight Wealth Management, LLC | 400 | $31.5K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 415 | $32.6K | 0.02% | −30−6.7% | Reduced |
| Boyd Watterson Asset Management LLC | 416 | $32.7K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 419 | $33.0K | 0.02% | −28−6.3% | Reduced |
| SJS Investment Consulting Inc. | 426 | $33.5K | 0.00% | +426 | New |
| NBC Securities, Inc. | 435 | $34.3K | 0.00% | −909−67.6% | Reduced |
| Cape Investment Advisory, Inc. | 469 | $36.9K | 0.01% | +105+28.8% | Added |
| Highline Wealth Partners LLC | 477 | $37.5K | 0.01% | +10+2.1% | Added |
| GW&K Investment Management, LLC | 499 | $39.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 501 | $40.0K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 534 | $42.0K | 0.00% | +534 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 544 | $42.8K | 0.01% | +544 | New |
| Cornerstone Planning Group LLC | 498 | $43.3K | 0.01% | +117+30.7% | Added |
| Smithfield Trust Co | 564 | $44.0K | 0.00% | +88+18.5% | Added |
| Bartlett & Co. Wealth Management LLC | 575 | $45.2K | 0.00% | +321+126.4% | Added |
| Barclays PLC | 661 | $52.0K | 0.00% | −14,424−95.6% | Reduced |
| Harbour Investments, Inc. | 669 | $52.6K | 0.00% | −43−6.0% | Reduced |
| Financial Management Professionals, Inc. | 671 | $52.8K | 0.01% | −19−2.8% | Reduced |
| MCF Advisors LLC | 689 | $54.2K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 700 | $55.1K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 723 | $56.9K | 0.01% | +532+278.5% | Added |
| Sound Income Strategies, LLC | 696 | $57.5K | 0.00% | +612+728.6% | Added |
| Larson Financial Group LLC | 752 | $59.2K | 0.00% | +161+27.2% | Added |
| True Wealth Design, LLC | 780 | $61.4K | 0.02% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 800 | $62.9K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 809 | $64.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 814 | $64.0K | 0.01% | +10+1.2% | Added |
| CIBC Private Wealth Group, LLC | 854 | $67.2K | 0.00% | −2,606−75.3% | Reduced |
| Spire Wealth Management | 867 | $68.2K | 0.00% | +37+4.5% | Added |
| Private Wealth Asset Management, LLC | 874 | $68.8K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 896 | $70.5K | 0.00% | +286+46.9% | Added |
| Edmond de Rothschild Holding S.A. | 907 | $71.4K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 946 | $74.4K | 0.01% | +946 | New |
| Westside Investment Management, Inc. | 1,020 | $82.1K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,058 | $83.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,139 | $89.6K | 0.00% | +103+9.9% | Added |
| Parkside Financial Bank & Trust | 1,156 | $90.9K | 0.01% | +391+51.1% | Added |
| Private Trust Co NA | 1,171 | $92.1K | 0.01% | +183+18.5% | Added |
| SageView Advisory Group, LLC | 1,198 | $94.2K | 0.00% | +1,198 | New |
| IFP Advisors, Inc | 1,225 | $96.4K | 0.00% | −1,932−61.2% | Reduced |
| Bogart Wealth, LLC | 1,227 | $96.5K | 0.00% | −79−6.0% | Reduced |
| Salomon & Ludwin, LLC | 1,418 | $115.1K | 0.01% | +158+12.5% | Added |
| CoreCap Advisors, LLC | 1,534 | $120.7K | 0.00% | +1,104+256.7% | Added |
| Umb Bank N A | 1,588 | $124.9K | 0.00% | +169+11.9% | Added |
| Grove Bank & Trust | 1,590 | $125.1K | 0.01% | −48−2.9% | Reduced |
| Fifth Third Bancorp | 1,591 | $125.2K | 0.00% | −463−22.5% | Reduced |
| Rothschild Investment LLC | 1,615 | $127.0K | 0.01% | +21+1.3% | Added |
| Brown Brothers Harriman & Co | 1,625 | $127.8K | 0.00% | +1,428+724.9% | Added |
| JFS Wealth Advisors, LLC | 1,690 | $133.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,691 | $133.0K | 0.00% | −449−21.0% | Reduced |
| Huntington National Bank | 1,846 | $145.2K | 0.00% | +556+43.1% | Added |
| Bruce G. Allen Investments, LLC | 1,866 | $146.8K | 0.10% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,883 | $148.0K | 0.00% | +679+56.4% | Added |
| Nisa Investment Advisors, LLC | 2,166 | $170.4K | 0.00% | +271+14.3% | Added |
| JCIC Asset Management Inc. | 2,527 | $198.8K | 0.06% | +185+7.9% | Added |
| Diversified Enterprises, LLC | 2,543 | $200.1K | 0.01% | +2,543 | New |
| Brio Consultants, LLC | 2,547 | $200.4K | 0.03% | +2,547 | New |
| Regions Financial Corp | 2,547 | $200.4K | 0.00% | −26,288−91.2% | Reduced |
| National Asset Management, Inc. | 2,547 | $200.4K | 0.01% | +2,547 | New |
| Legacy Wealth Partners, LLC | 2,565 | $201.8K | 0.05% | +2,565 | New |
| Edgar Lomax Co | 12,845 | $202.8K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,578 | $202.8K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,642 | $207.8K | 0.05% | +13+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 2,658 | $209.1K | 0.00% | +133+5.3% | Added |
| Baker Tilly Wealth Management, LLC | 2,659 | $209.2K | 0.05% | +2,659 | New |
| Boston Private Wealth LLC | 2,668 | $209.9K | 0.01% | +2,668 | New |
| Xxi Wealth, LLC | 2,710 | $213.2K | 0.13% | +2,710 | New |
| Rexford Capital Inc | 2,713 | $213.4K | 0.16% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,749 | $216.3K | 0.13% | −380−12.1% | Reduced |
| Kestra Private Wealth Services, LLC | 2,861 | $225.0K | 0.00% | −348−10.8% | Reduced |
| Toroso Investments, LLC | 2,891 | $227.4K | 0.00% | −108−3.6% | Reduced |
| Intergy Private Wealth, LLC | 2,902 | $228.3K | 0.07% | +2,902 | New |
| Insigneo Advisory Services, LLC | 2,903 | $228.4K | 0.02% | +2,903 | New |
| Diversify Wealth Management, LLC | 2,805 | $228.7K | 0.01% | +2,805 | New |
| Ariadne Wealth Management, LP | 2,655 | $230.4K | 0.10% | −195−6.8% | Reduced |
| Main Street Financial Solutions, LLC | 2,933 | $230.7K | 0.02% | +2,933 | New |
| Klingman & Associates, LLC | 2,943 | $231.5K | 0.01% | +2,943 | New |
| Echo45 Advisors LLC | 2,962 | $233.0K | 0.13% | −175−5.6% | Reduced |
| Tranquilli Financial Advisor LLC | 2,990 | $235.2K | 0.14% | +2,990 | New |
| Interchange Capital Partners, LLC | 3,007 | $236.6K | 0.04% | +3,007 | New |
| Commerce Bank | 3,010 | $236.8K | 0.00% | 00.0% | Unchanged |
| FMB Wealth Management | 3,010 | $236.8K | 0.09% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,059 | $240.7K | 0.00% | +3,059 | New |
| August Group Capital Ltd | 3,062 | $240.9K | 0.27% | +3,062 | New |
| TD Private Client Wealth LLC | 3,082 | $242.5K | 0.01% | +1,641+113.9% | Added |
| Seed Wealth Management, Inc. | 3,130 | $246.2K | 0.17% | −300−8.7% | Reduced |
| Wexford Capital LP | 3,141 | $247.1K | 0.06% | +3,141 | New |
| Partners Wealth Management, LLC | 3,150 | $247.8K | 0.26% | −445−12.4% | Reduced |
| Seeds Investor LLC | 3,159 | $248.5K | 0.05% | −5−0.2% | Reduced |
| HBK Sorce Advisory LLC | 2,826 | $252.3K | 0.01% | +2,826 | New |
| Accuvest Global Advisors | 3,213 | $253.0K | 0.19% | +3,213 | New |
| Papamarkou Wellner Asset Management inc. | 3,230 | $254.1K | 0.15% | +3,230 | New |