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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 6,791 | $534.2K | 0.06% | −197−2.8% | Reduced |
| a16z Perennial Management, L.P. | 6,810 | $535.7K | 0.04% | +758+12.5% | Added |
| Cromwell Holdings LLC | 6,967 | $548.1K | 0.30% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,033 | $553.3K | 0.01% | +1,016+16.9% | Added |
| Riversedge Advisors, LLC | 7,072 | $556.4K | 0.09% | −153−2.1% | Reduced |
| Capital Performance Advisors LLP | 7,177 | $564.6K | 0.04% | +419+6.2% | Added |
| SmartHarvest Portfolios, LLC | 7,296 | $574.0K | 0.20% | +7,296 | New |
| Fox Run Management, L.L.C. | 7,302 | $574.4K | 0.09% | +28+0.4% | Added |
| Crumly & Associates Inc. | 7,311 | $575.2K | 0.12% | −45−0.6% | Reduced |
| Natural Investments, LLC | 7,372 | $579.0K | 0.14% | +926+14.4% | Added |
| GWN Securities Inc. | 7,366 | $579.5K | 0.12% | +1,806+32.5% | Added |
| Atlas Capital Advisors LLC | 7,489 | $589.2K | 0.07% | +7,489 | New |
| Monument Capital Management | 7,520 | $591.6K | 0.15% | +4,397+140.8% | Added |
| Lazard Asset Management LLC | 13,130 | $593.2K | 0.00% | −772−5.6% | Reduced |
| Keel Point, LLC | 7,573 | $595.8K | 0.04% | +69+0.9% | Added |
| Thrivent Financial for Lutherans | 7,548 | $596.0K | 0.00% | +4,730+167.8% | Added |
| Main Street Research LLC | 7,696 | $605.4K | 0.03% | +338+4.6% | Added |
| Concurrent Investment Advisors, LLC | 7,718 | $607.2K | 0.01% | +2,524+48.6% | Added |
| Portside Wealth Group, LLC | 7,741 | $609.0K | 0.08% | +3,466+81.1% | Added |
| Dynamic Advisor Solutions LLC | 7,741 | $609.0K | 0.02% | +7,741 | New |
| Lido Advisors, LLC | 8,326 | $609.2K | 0.00% | +36+0.4% | Added |
| EP Wealth Advisors, LLC | 7,825 | $615.6K | 0.00% | +7,825 | New |
| American Trust Investment Advisors, LLC | 8,045 | $632.9K | 0.34% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 8,209 | $645.8K | 0.01% | +5,181+171.1% | Added |
| AE Wealth Management LLC | 8,227 | $647.2K | 0.00% | +696+9.2% | Added |
| Courier Capital LLC | 8,416 | $662.1K | 0.04% | −10.0% | Reduced |
| Wedmont Private Capital | 8,262 | $663.1K | 0.02% | +397+5.0% | Added |
| SRS Capital Advisors, Inc. | 8,445 | $664.4K | 0.02% | −18,462−68.6% | Reduced |
| Allie Family Office LLC | 8,504 | $669.0K | 0.31% | 00.0% | Unchanged |
| Group One Trading, L.P. | 8,631 | $679.0K | 0.02% | +4,253+97.1% | Added |
| Mesirow Financial Investment Management, Inc. | 8,683 | $683.1K | 0.01% | +1,593+22.5% | Added |
| Bridgewater Advisors Inc. | 8,238 | $685.2K | 0.04% | +52+0.6% | Added |
| Frec Markets, Inc. | 9,004 | $708.4K | 0.21% | +9,004 | New |
| HighMark Wealth Management LLC | 9,008 | $708.7K | 0.29% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 9,072 | $713.7K | 0.01% | −379−4.0% | Reduced |
| Westover Capital Advisors, LLC | 9,193 | $723.2K | 0.13% | +246+2.7% | Added |
| Ignite Planners, LLC | 8,278 | $728.5K | 0.11% | −8,136−49.6% | Reduced |
| UBS Asset Management Americas Inc | 9,290 | $730.8K | 0.00% | +9,290 | New |
| Drive Wealth Management, LLC | 9,315 | $732.8K | 0.14% | +1,575+20.3% | Added |
| EverSource Wealth Advisors, LLC | 9,356 | $736.1K | 0.03% | +1,260+15.6% | Added |
| Deutsche Bank AG | 9,412 | $740.4K | 0.00% | 00.0% | Unchanged |
| Optas, LLC | 9,425 | $741.5K | 0.12% | +19+0.2% | Added |
| SeaBridge Investment Advisors LLC | 9,514 | $748.5K | 0.12% | +376+4.1% | Added |
| Wealthstar Advisors, LLC | 9,677 | $761.3K | 0.41% | −130−1.3% | Reduced |
| Rational Advisors LLC | 9,800 | $771.0K | 0.08% | −4,885−33.3% | Reduced |
| Jones Financial Companies LLLP | 9,858 | $775.5K | 0.00% | +1,549+18.6% | Added |
| Brucke Financial, Inc. | 9,957 | $783.3K | 0.43% | +1,776+21.7% | Added |
| Blair William & Co | 9,992 | $786.0K | 0.00% | −440−4.2% | Reduced |
| Tepp RIA, LLC | 10,068 | $792.0K | 0.78% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 10,090 | $793.8K | 0.31% | +40+0.4% | Added |
| Chelsea Counsel Co | 10,100 | $794.6K | 0.34% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 10,110 | $795.4K | 0.32% | +50.0% | Added |
| Perigon Wealth Management, LLC | 10,141 | $797.8K | 0.01% | +5,659+126.3% | Added |
| Gryphon Financial Partners LLC | 10,171 | $800.2K | 0.09% | +2,624+34.8% | Added |
| Brandes Investment Partners, LP | 10,175 | $800.5K | 0.01% | −29,314−74.2% | Reduced |
| Invesco Ltd. | 10,214 | $803.6K | 0.00% | +3,131+44.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,268 | $807.7K | 0.08% | +153+1.5% | Added |
| Five Oceans Advisors | 10,361 | $815.1K | 0.29% | 00.0% | Unchanged |
| Havemeyer Place LP | 10,597 | $833.7K | 0.16% | +10,597 | New |
| Trust Point Inc. | 10,636 | $836.7K | 0.07% | +3,018+39.6% | Added |
| Clarius Group, LLC | 10,800 | $849.6K | 0.05% | 00.0% | Unchanged |
| Fiera Capital Corp | 10,984 | $864.1K | 0.00% | +3,507+46.9% | Added |
| AlphaCore Capital LLC | 10,991 | $864.7K | 0.02% | −535−4.6% | Reduced |
| Valeo Financial Advisors, LLC | 11,106 | $873.7K | 0.02% | +74+0.7% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 11,186 | $880.0K | 0.04% | +11,186 | New |
| Pensionmark Financial Group, LLC | 11,302 | $889.1K | 0.01% | +6,744+148.0% | Added |
| Cordatus Wealth Management LLC | 11,315 | $890.1K | 0.21% | −553−4.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 11,331 | $891.4K | 0.09% | +599+5.6% | Added |
| New Republic Capital, LLC | 11,336 | $891.8K | 0.24% | +6,627+140.7% | Added |
| Delta Financial Advisors LLC | 11,534 | $907.4K | 0.24% | +3,684+46.9% | Added |
| Legacy Wealth Asset Management, LLC | 11,543 | $908.1K | 0.22% | −278−2.4% | Reduced |
| Independent Advisor Alliance | 11,603 | $912.8K | 0.02% | +3,973+52.1% | Added |
| May Hill Capital, LLC | 11,712 | $921.4K | 0.25% | +335+2.9% | Added |
| Arrowstreet Capital, Limited Partnership | 12,030 | $946.4K | 0.00% | +5,793+92.9% | Added |
| Everest Financial Group LLC | 12,067 | $949.3K | 0.21% | +12,067 | New |
| Garton & Associates Financial Advisors LLC | 12,121 | $953.5K | 0.53% | +12,121 | New |
| Themes Management Co LLC | 12,195 | $959.4K | 0.76% | +12,195 | New |
| Ascent Group, LLC | 12,356 | $972.1K | 0.03% | +324+2.7% | Added |
| HB Wealth Management, LLC | 12,357 | $972.2K | 0.01% | +1,168+10.4% | Added |
| Legacy Capital Group California, Inc. | 12,384 | $974.2K | 0.24% | +463+3.9% | Added |
| Catalytic Wealth RIA, LLC | 12,390 | $974.7K | 0.04% | +4,375+54.6% | Added |
| Lester Murray Antman dba SimplyRich | 12,445 | $979.0K | 0.26% | +123+1.0% | Added |
| Sage Rhino Capital LLC | 12,537 | $986.3K | 0.19% | −301−2.3% | Reduced |
| Nations Financial Group Inc, | 12,544 | $986.9K | 0.05% | +83+0.7% | Added |
| Bleakley Financial Group, LLC | 12,561 | $988.2K | 0.02% | +12,561 | New |
| Cornerstone Select Advisors, LLC | 12,608 | $991.9K | 0.69% | +724+6.1% | Added |
| Henshaw Capital LLC | 12,880 | $1.01M | 0.04% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 13,022 | $1.02M | 0.00% | +3,409+35.5% | Added |
| Steward Partners Investment Advisory, LLC | 13,167 | $1.04M | 0.01% | +1,516+13.0% | Added |
| Private Advisor Group, LLC | 13,324 | $1.05M | 0.00% | +54+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,376 | $1.05M | 0.00% | −1,097−7.6% | Reduced |
| Tower Research Capital LLC (TRC) | 13,375 | $1.05M | 0.03% | −4,442−24.9% | Reduced |
| Everstar Asset Management, LLC | 13,426 | $1.06M | 0.57% | +96+0.7% | Added |
| Cherokee Insurance Co | 13,545 | $1.07M | 0.43% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 13,588 | $1.07M | 0.04% | +4,524+49.9% | Added |
| Parallel Advisors, LLC | 13,706 | $1.08M | 0.02% | +179+1.3% | Added |
| Virtu Financial LLC | 13,800 | $1.09M | 0.04% | −9,204−40.0% | Reduced |
| GAMMA Investing LLC | 13,928 | $1.10M | 0.06% | +1,348+10.7% | Added |
| HighPoint Advisor Group LLC | 14,665 | $1.15M | 0.03% | +329+2.3% | Added |
| Henry James International Management, Inc. | 14,714 | $1.16M | 0.36% | +3,231+28.1% | Added |