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 |
|---|---|---|---|---|---|
| Greenup Street Wealth Management LLC | 3,243 | $255.1K | 0.04% | −477−12.8% | Reduced |
| Prospect Financial Group LLC | 3,253 | $255.9K | 0.24% | −2−0.1% | Reduced |
| V-Square Quantitative Management LLC | 3,258 | $256.3K | 0.03% | +3,258 | New |
| Vontobel Holding Ltd. | 3,270 | $257.2K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,286 | $258.5K | 0.00% | +350+11.9% | Added |
| Sovran Advisors, LLC | 3,161 | $261.8K | 0.02% | −87−2.7% | Reduced |
| Hoxton Planning & Management, LLC | 3,344 | $263.1K | 0.08% | +3,344 | New |
| Symphony Financial Services, Inc. | 3,346 | $263.3K | 0.13% | 00.0% | Unchanged |
| Fulcrum Equity Management | 3,352 | $263.7K | 0.25% | +99+3.0% | Added |
| International Assets Investment Management, LLC | 3,358 | $264.2K | 0.02% | +3,358 | New |
| Diversified Trust Co | 3,379 | $265.8K | 0.00% | +381+12.7% | Added |
| LVW Advisors, LLC | 3,400 | $267.5K | 0.03% | +3,400 | New |
| Savvy Advisors, Inc. | 3,407 | $268.0K | 0.01% | +3,407 | New |
| Integrated Advisors Network LLC | 3,437 | $270.4K | 0.01% | −18−0.5% | Reduced |
| Icon Wealth Advisors, LLC | 3,455 | $271.8K | 0.02% | +1,539+80.3% | Added |
| Argyle Capital Management Inc. | 3,650 | $287.1K | 0.10% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 3,689 | $290.2K | 0.16% | +56+1.5% | Added |
| RMB Capital Management, LLC | 3,696 | $290.8K | 0.01% | −29−0.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,713 | $292.1K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 3,722 | $292.8K | 0.00% | +3,722 | New |
| Evoke Wealth, LLC | 3,777 | $297.1K | 0.01% | +843+28.7% | Added |
| Pure Financial Advisors, Inc. | 3,815 | $300.1K | 0.00% | +843+28.4% | Added |
| Syverson Strege & Co | 3,852 | $303.0K | 0.07% | −52−1.3% | Reduced |
| Samalin Investment Counsel, LLC | 3,899 | $306.7K | 0.11% | +24+0.6% | Added |
| Texas Yale Capital Corp. | 3,900 | $306.8K | 0.01% | +700+21.9% | Added |
| Jump Financial, LLC | 3,900 | $306.8K | 0.00% | +3,900 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,913 | $307.8K | 0.01% | +3,913 | New |
| Flatrock Wealth Partners LLC | 3,921 | $308.5K | 0.15% | +3,921 | New |
| Cornerstone Wealth Management, LLC | 3,936 | $309.6K | 0.02% | −142−3.5% | Reduced |
| Westerkirk Capital Inc. | 3,954 | $311.1K | 0.03% | −4,590−53.7% | Reduced |
| First Citizens Bank & Trust Co | 3,960 | $311.5K | 0.01% | +229+6.1% | Added |
| D'Orazio & Associates, Inc. | 3,964 | $311.8K | 0.04% | +10+0.3% | Added |
| Sunpointe, LLC | 3,965 | $311.9K | 0.10% | 00.0% | Unchanged |
| Weil Company, Inc. | 4,000 | $314.7K | 0.07% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,004 | $315.0K | 0.01% | −425−9.6% | Reduced |
| StoneX Group Inc. | 4,037 | $317.6K | 0.01% | −2,999−42.6% | Reduced |
| Change Path, LLC | 4,045 | $318.2K | 0.01% | −1,335−24.8% | Reduced |
| WealthTrust Axiom LLC | 4,075 | $320.6K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,092 | $321.9K | 0.04% | +2,254+122.6% | Added |
| Rehmann Capital Advisory Group | 4,084 | $322.5K | 0.02% | +4,084 | New |
| Safeguard Investment Advisory Group, LLC | 4,152 | $326.7K | 0.08% | −515−11.0% | Reduced |
| Resonant Capital Advisors, LLC | 4,195 | $330.0K | 0.02% | +114+2.8% | Added |
| Manske Wealth Management | 4,198 | $330.3K | 0.10% | −500−10.6% | Reduced |
| TCG Advisory Services, LLC | 4,213 | $331.4K | 0.01% | +1,066+33.9% | Added |
| Xponance, Inc. | 4,215 | $331.6K | 0.00% | +429+11.3% | Added |
| Geneos Wealth Management Inc. | 4,222 | $332.1K | 0.01% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 4,253 | $334.6K | 0.01% | +1,072+33.7% | Added |
| Fred Alger Management, LLC | 4,257 | $334.9K | 0.00% | +4,257 | New |
| Ashton Thomas Private Wealth, LLC | 4,270 | $335.9K | 0.01% | +740+21.0% | Added |
| Nilsine Partners, LLC | 4,338 | $341.3K | 0.03% | +219+5.3% | Added |
| Camden Capital, LLC | 4,496 | $353.7K | 0.02% | +39+0.9% | Added |
| Seven Mile Advisory | 4,509 | $354.7K | 0.06% | −649−12.6% | Reduced |
| Ewa, LLC | 4,551 | $358.0K | 0.09% | +643+16.5% | Added |
| Buckingham Strategic Partners | 4,583 | $360.6K | 0.00% | −279−5.7% | Reduced |
| Greenspring Advisors, LLC | 4,634 | $364.6K | 0.02% | +4,634 | New |
| 180 Wealth Advisors, LLC | 4,685 | $368.5K | 0.04% | −371−7.3% | Reduced |
| Sage Mountain Advisors LLC | 4,711 | $370.6K | 0.02% | +10+0.2% | Added |
| Norden Group LLC | 4,744 | $373.2K | 0.04% | +1,870+65.1% | Added |
| Foster Group, Inc. | 4,776 | $375.7K | 0.01% | +108+2.3% | Added |
| Advisors Preferred, LLC | 4,686 | $377.0K | 0.06% | −14,545−75.6% | Reduced |
| AlTi Global, Inc. | 4,798 | $377.5K | 0.01% | +729+17.9% | Added |
| Canopy Partners, LLC | 4,809 | $378.3K | 0.12% | +49+1.0% | Added |
| Hilltop Holdings Inc. | 4,848 | $381.4K | 0.02% | +555+12.9% | Added |
| Golden State Equity Partners | 4,858 | $382.2K | 0.06% | +59+1.2% | Added |
| Werba Rubin Papier Wealth Management | 4,912 | $386.5K | 0.10% | −151−3.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,930 | $387.8K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 4,961 | $390.3K | 0.00% | +243+5.2% | Added |
| Contravisory Investment Management, Inc. | 5,044 | $396.8K | 0.08% | −140−2.7% | Reduced |
| Summit Trail Advisors, LLC | 5,176 | $407.2K | 0.01% | −2,461−32.2% | Reduced |
| 55 North Private Wealth, LLC | 5,204 | $409.4K | 0.11% | +5,204 | New |
| Sanibel Captiva Trust Company, Inc. | 5,232 | $411.6K | 0.01% | +208+4.1% | Added |
| OneAscent Family Office, LLC | 5,244 | $412.5K | 0.28% | +5,244 | New |
| Venturi Wealth Management, LLC | 5,366 | $422.1K | 0.02% | +1,890+54.4% | Added |
| Benjamin Edwards Inc | 5,463 | $429.7K | 0.00% | +385+7.6% | Added |
| Choate Investment Advisors | 5,488 | $431.7K | 0.01% | −646−10.5% | Reduced |
| Waters Parkerson & Co., LLC | 5,500 | $432.7K | 0.02% | 00.0% | Unchanged |
| Sym Financial Corp | 5,542 | $436.0K | 0.04% | +23+0.4% | Added |
| Anchyra Partners LLC | 5,558 | $437.2K | 0.13% | +5,558 | New |
| Cresset Asset Management, LLC | 5,577 | $438.7K | 0.00% | −20−0.4% | Reduced |
| Flputnam Investment Management Co | 5,621 | $442.2K | 0.01% | +633+12.7% | Added |
| Baldwin Investment Management, LLC | 5,707 | $449.0K | 0.05% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 5,762 | $453.3K | 0.16% | +62+1.1% | Added |
| Beacon Pointe Advisors, LLC | 5,775 | $454.3K | 0.00% | +5,775 | New |
| Corient IA LLC | 5,960 | $468.9K | 0.44% | −4,040−40.4% | Reduced |
| Sonoma Private Wealth LLC | 5,986 | $470.9K | 0.57% | +445+8.0% | Added |
| Principal Street Partners, LLC | 6,042 | $475.3K | 0.08% | −206−3.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,145 | $483.4K | 0.02% | +6,145 | New |
| FineMark National Bank & Trust | 6,200 | $487.8K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,278 | $493.9K | 0.02% | −536−7.9% | Reduced |
| Medallion Wealth Advisors, LLC | 6,280 | $494.0K | 0.17% | −207−3.2% | Reduced |
| Carter Financial Group, INC. | 6,283 | $494.3K | 0.29% | +2,186+53.4% | Added |
| Wealthspire Advisors, LLC | 6,302 | $495.8K | 0.00% | +5,646+860.7% | Added |
| Purkiss Capital Advisors LLC | 6,317 | $497.0K | 0.23% | +614+10.8% | Added |
| Basecamp Wealth Advisors LLC | 6,321 | $497.3K | 0.11% | +6,321 | New |
| Principal Securities, Inc. | 6,443 | $506.9K | 0.01% | +1,335+26.1% | Added |
| Net Worth Advisory Group | 6,466 | $508.7K | 0.10% | +146+2.3% | Added |
| Wealth Alliance | 6,572 | $517.0K | 0.05% | +2,737+71.4% | Added |
| Allworth Financial LP | 6,612 | $520.2K | 0.00% | +254+4.0% | Added |
| Kestra Advisory Services, LLC | 6,633 | $521.8K | 0.00% | +742+12.6% | Added |
| Resources Investment Advisors, LLC. | 6,702 | $527.2K | 0.01% | +1,062+18.8% | Added |