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 |
|---|---|---|---|---|---|
| State Street Corp | 14,767 | $1.16M | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 14,868 | $1.17M | 0.08% | −828−5.3% | Reduced |
| Entropy Technologies, LP | 14,925 | $1.17M | 0.06% | +14,925 | New |
| Versant Capital Management, Inc | 15,188 | $1.19M | 0.15% | +1,382+10.0% | Added |
| Abacus Wealth Partners, LLC | 15,214 | $1.20M | 0.12% | +15,214 | New |
| Miracle Mile Advisors, LLC | 15,338 | $1.21M | 0.02% | −609−3.8% | Reduced |
| AssuredPartners Investment Advisors, LLC | 15,465 | $1.22M | 0.18% | −271−1.7% | Reduced |
| Sivia Capital Partners, LLC | 15,744 | $1.24M | 0.25% | +3,809+31.9% | Added |
| Merit Financial Group, LLC | 15,783 | $1.24M | 0.01% | +1,093+7.4% | Added |
| Guggenheim Capital LLC | 16,207 | $1.28M | 0.01% | +738+4.8% | Added |
| Frank, Rimerman Advisors LLC | 16,405 | $1.29M | 0.08% | +245+1.5% | Added |
| PDS Planning, Inc | 16,623 | $1.31M | 0.09% | +396+2.4% | Added |
| Integrated Wealth Concepts LLC | 16,647 | $1.31M | 0.02% | −1,224−6.8% | Reduced |
| Keybank National Association | 16,662 | $1.31M | 0.00% | +7,282+77.6% | Added |
| Profund Advisors LLC | 16,860 | $1.33M | 0.04% | +521+3.2% | Added |
| Foundations Investment Advisors, LLC | 17,241 | $1.36M | 0.02% | +10,033+139.2% | Added |
| Greenleaf Trust | 17,915 | $1.41M | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 17,919 | $1.41M | 0.04% | −1,143−6.0% | Reduced |
| PCM Encore, LLC | 18,069 | $1.42M | 0.30% | +18,069 | New |
| Ellevest, Inc. | 18,219 | $1.43M | 0.20% | +131+0.7% | Added |
| Marks Group Wealth Management, Inc | 18,739 | $1.47M | 0.14% | +10,001+114.5% | Added |
| Horizon Investments, LLC | 18,948 | $1.49M | 0.02% | +1,019+5.7% | Added |
| Founders Financial Securities LLC | 18,994 | $1.49M | 0.09% | +992+5.5% | Added |
| D.A. Davidson & Co. | 19,439 | $1.53M | 0.01% | +85+0.4% | Added |
| Farther Finance Advisors, LLC | 19,656 | $1.55M | 0.02% | +7,892+67.1% | Added |
| Aprio Wealth Management, LLC | 19,795 | $1.56M | 0.09% | +1,199+6.4% | Added |
| RBF Capital, LLC | 20,000 | $1.57M | 0.07% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 20,300 | $1.60M | 0.97% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 21,180 | $1.67M | 0.04% | −4,189−16.5% | Reduced |
| Evolve Private Wealth, LLC | 21,186 | $1.67M | 0.10% | +21,186 | New |
| Oppenheimer Asset Management Inc. | 21,187 | $1.67M | 0.02% | +9,254+77.5% | Added |
| Orleans Capital Management Corp | 21,563 | $1.70M | 1.05% | −3,750−14.8% | Reduced |
| Kathmere Capital Management, LLC | 21,695 | $1.71M | 0.12% | +817+3.9% | Added |
| MAI Capital Management | 21,925 | $1.72M | 0.01% | −165−0.7% | Reduced |
| Ted Buchan & Co | 22,239 | $1.75M | 0.64% | +78+0.4% | Added |
| Abel Hall, LLC | 22,336 | $1.76M | 0.41% | +10,470+88.2% | Added |
| Gabelli Funds LLC | 22,700 | $1.79M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 22,704 | $1.79M | 0.00% | −4,124−15.4% | Reduced |
| United Capital Financial Advisers, LLC | 22,840 | $1.80M | 0.01% | −650−2.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 22,893 | $1.80M | 0.75% | −443−1.9% | Reduced |
| Pzena Investment Management LLC | 22,906 | $1.80M | 0.01% | +3,558+18.4% | Added |
| Atria Investments LLC | 22,923 | $1.80M | 0.02% | +5,702+33.1% | Added |
| Foresight Capital Management Advisors, Inc. | 22,935 | $1.80M | 0.98% | −1,373−5.6% | Reduced |
| Systematic Alpha Investments, LLC | 23,000 | $1.81M | 0.06% | 00.0% | Unchanged |
| West Family Investments, Inc. | 23,057 | $1.81M | 0.43% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 23,100 | $1.82M | 0.03% | +1,170+5.3% | Added |
| Sanctuary Advisors, LLC | 23,251 | $1.83M | 0.01% | +1,814+8.5% | Added |
| Dynasty Wealth Management, LLC | 23,254 | $1.83M | 0.02% | +1,229+5.6% | Added |
| Evergreen Capital Management LLC | 23,409 | $1.84M | 0.04% | +191+0.8% | Added |
| Captrust Financial Advisors | 23,570 | $1.85M | 0.00% | −2,094−8.2% | Reduced |
| Global Retirement Partners, LLC | 23,814 | $1.87M | 0.03% | +14,161+146.7% | Added |
| Dorsey & Whitney Trust CO LLC | 24,335 | $1.91M | 0.10% | +2,072+9.3% | Added |
| Oppenheimer & Co Inc | 24,355 | $1.92M | 0.03% | −21,515−46.9% | Reduced |
| Commonwealth Equity Services, LLC | 24,577 | $1.93M | 0.00% | +287+1.2% | Added |
| Savant Capital, LLC | 24,867 | $1.96M | 0.01% | +1,423+6.1% | Added |
| Ballentine Partners, LLC | 25,135 | $1.98M | 0.03% | +1,187+5.0% | Added |
| Janney Montgomery Scott LLC | 25,725 | $2.02M | 0.00% | +164+0.6% | Added |
| Colony Group, LLC | 26,312 | $2.07M | 0.00% | +9,015+52.1% | Added |
| Smartleaf Asset Management LLC | 26,110 | $2.07M | 0.08% | +5,370+25.9% | Added |
| RSM US Wealth Management LLC | 26,312 | $2.09M | 0.03% | +3,012+12.9% | Added |
| Checchi Capital Advisers, LLC | 26,554 | $2.09M | 0.14% | +144+0.5% | Added |
| Engineers Gate Manager LP | 26,834 | $2.11M | 0.03% | +13,369+99.3% | Added |
| Quadrant Capital Group LLC | 27,409 | $2.16M | 0.07% | −358−1.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 27,523 | $2.17M | 0.20% | −845−3.0% | Reduced |
| Gradient Investments LLC | 27,558 | $2.17M | 0.03% | +8,245+42.7% | Added |
| Glenmede Trust Co NA | 27,777 | $2.19M | 0.01% | +27,777 | New |
| Coldstream Capital Management Inc | 28,087 | $2.21M | 0.03% | −7,174−20.3% | Reduced |
| Wedbush Securities Inc | 28,437 | $2.24M | 0.07% | +1,615+6.0% | Added |
| Exencial Wealth Advisors, LLC | 28,906 | $2.27M | 0.07% | +1,523+5.6% | Added |
| Syon Capital LLC | 29,144 | $2.29M | 0.11% | +959+3.4% | Added |
| Earnest Partners LLC | 30,356 | $2.39M | 0.01% | −4,028−11.7% | Reduced |
| Susquehanna International Group, LLP | 30,438 | $2.39M | 0.00% | +15,337+101.6% | Added |
| Allspring Global Investments Holdings, LLC | 29,525 | $2.41M | 0.00% | +7,410+33.5% | Added |
| GWM Advisors LLC | 30,907 | $2.43M | 0.01% | +4,324+16.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 31,217 | $2.46M | 0.01% | +3,120+11.1% | Added |
| Advisors Asset Management, Inc. | 31,232 | $2.46M | 0.04% | −1,490−4.6% | Reduced |
| Sowell Financial Services LLC | 31,609 | $2.49M | 0.09% | +4,899+18.3% | Added |
| Thoroughbred Financial Services, LLC | 31,928 | $2.51M | 0.15% | −2,911−8.4% | Reduced |
| AMJ Financial Wealth Management | 32,248 | $2.54M | 0.61% | −86,589−72.9% | Reduced |
| XTX Topco Ltd | 32,309 | $2.54M | 0.07% | −5,192−13.8% | Reduced |
| We Are One Seven, LLC | 32,437 | $2.55M | 0.05% | +2,734+9.2% | Added |
| Arkadios Wealth Advisors | 32,489 | $2.56M | 0.05% | −1,143−3.4% | Reduced |
| Aaron Wealth Advisors | 32,564 | $2.56M | 0.14% | +7,117+28.0% | Added |
| Raelipskie Partnership | 33,821 | $2.66M | 1.12% | −2,963−8.1% | Reduced |
| Scotia Capital Inc. | 33,913 | $2.67M | 0.01% | +796+2.4% | Added |
| LSV Asset Management | 35,828 | $2.82M | 0.01% | −6,072−14.5% | Reduced |
| TrueMark Investments, LLC | 36,785 | $2.89M | 0.55% | −9,717−20.9% | Reduced |
| Opal Capital LLC | 36,804 | $2.90M | 0.72% | +36,804 | New |
| DRW Securities, LLC | 36,897 | $2.90M | 0.22% | +33,800+1,091.4% | Added |
| Qtron Investments LLC | 36,951 | $2.91M | 0.38% | −1,437−3.7% | Reduced |
| Credit Agricole S A | 36,978 | $2.91M | 0.01% | +36,978 | New |
| CIBC Asset Management Inc | 37,529 | $2.92M | 0.01% | +773+2.1% | Added |
| Yousif Capital Management, LLC | 35,401 | $2.92M | 0.03% | −2,345−6.2% | Reduced |
| Stamos Capital Partners, L.P. | 37,415 | $2.94M | 0.47% | −7,257−16.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 37,777 | $3.10M | 0.00% | +8,444+28.8% | Added |
| Prime Capital Investment Advisors, LLC | 39,884 | $3.14M | 0.04% | +1,412+3.7% | Added |
| Davenport & Co LLC | 40,407 | $3.18M | 0.02% | +2,057+5.4% | Added |
| Farringdon Capital, Ltd. | 41,273 | $3.25M | 0.80% | +15,781+61.9% | Added |
| Rockefeller Capital Management L.P. | 41,456 | $3.26M | 0.01% | −880−2.1% | Reduced |
| Forum Financial Management, LP | 44,246 | $3.48M | 0.05% | 00.0% | Unchanged |