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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 47,083 | $3.70M | 0.05% | +10,192+27.6% | Added |
| Old Mission Capital LLC | 47,325 | $3.72M | 0.14% | +47,325 | New |
| Assetmark, Inc | 47,456 | $3.73M | 0.01% | +20,281+74.6% | Added |
| CI Private Wealth, LLC | 47,641 | $3.75M | 0.01% | −6,463−11.9% | Reduced |
| Jain Global LLC | 47,796 | $3.76M | 0.04% | +28,475+147.4% | Added |
| Flow Traders U.S. LLC | 48,752 | $3.83M | 0.13% | +48,752 | New |
| Schonfeld Strategic Advisors LLC | 49,430 | $3.89M | 0.02% | +22,680+84.8% | Added |
| Ieq Capital, LLC | 49,676 | $3.91M | 0.01% | +3,698+8.0% | Added |
| Vestmark Advisory Solutions, Inc. | 49,764 | $3.91M | 0.05% | +49,764 | New |
| Advisor Group Holdings, Inc. | 49,897 | $3.93M | 0.01% | −4,921−9.0% | Reduced |
| CIBC World Markets Inc. | 50,587 | $3.98M | 0.01% | +4,830+10.6% | Added |
| Rhumbline Advisers | 51,042 | $4.02M | 0.00% | +17,090+50.3% | Added |
| Prospera Financial Services Inc | 51,238 | $4.03M | 0.07% | +14,933+41.1% | Added |
| Jane Street Group, LLC | 52,708 | $4.15M | 0.00% | +34,747+193.5% | Added |
| Acadian Asset Management LLC | 52,738 | $4.15M | 0.01% | +24,836+89.0% | Added |
| Jackson Wealth Management, LLC | 52,890 | $4.16M | 0.41% | +2,702+5.4% | Added |
| Catalyst Capital Advisors LLC | 53,125 | $4.18M | 0.09% | −2,425−4.4% | Reduced |
| WCG Wealth Advisors LLC | 53,701 | $4.22M | 0.12% | +29,229+119.4% | Added |
| Americana Partners, LLC | 54,482 | $4.29M | 0.12% | −394−0.7% | Reduced |
| Limestone Investment Advisors LP | 56,037 | $4.41M | 2.98% | −13,000−18.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 58,770 | $4.62M | 0.14% | +15,062+34.5% | Added |
| Vise Technologies, Inc. | 58,865 | $4.63M | 0.09% | +19,928+51.2% | Added |
| Signaturefd, LLC | 58,873 | $4.63M | 0.07% | −360−0.6% | Reduced |
| Old Port Advisors | 59,553 | $4.69M | 1.15% | +292+0.5% | Added |
| The PNC Financial Services Group, Inc. | 61,589 | $4.85M | 0.00% | +485+0.8% | Added |
| Sequoia Financial Advisors, LLC | 61,723 | $4.86M | 0.03% | +294+0.5% | Added |
| Neuberger Berman Group LLC | 62,846 | $4.94M | 0.00% | +9,595+18.0% | Added |
| NewEdge Wealth, LLC | 63,864 | $5.02M | 0.06% | +9,009+16.4% | Added |
| CAPROCK Group, Inc. | 65,429 | $5.15M | 0.11% | +5,860+9.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 67,322 | $5.30M | 0.37% | −4,678−6.5% | Reduced |
| Citadel Advisors LLC | 69,059 | $5.43M | 0.00% | +25,062+57.0% | Added |
| Cetera Investment Advisers | 69,501 | $5.47M | 0.01% | +5,727+9.0% | Added |
| Naviter Wealth, LLC | 72,202 | $5.68M | 0.74% | −14,503−16.7% | Reduced |
| Vident Advisory, LLC | 73,452 | $5.78M | 0.05% | −2,968−3.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 74,378 | $5.85M | 0.00% | +8,100+12.2% | Added |
| Atomi Financial Group, Inc. | 74,634 | $5.87M | 0.17% | +6,099+8.9% | Added |
| Skopos Labs, Inc. | 76,186 | $6.01M | 0.28% | +50,407+195.5% | Added |
| Russell Investments Group, Ltd. | 76,925 | $6.05M | 0.01% | +14,300+22.8% | Added |
| Factory Mutual Insurance Co | 77,552 | $6.10M | 0.06% | 00.0% | Unchanged |
| Callan Family Office, LLC | 78,458 | $6.17M | 0.13% | +22,121+39.3% | Added |
| TD Waterhouse Canada Inc. | 83,647 | $6.58M | 0.04% | +749+0.9% | Added |
| Balyasny Asset Management LLC | 84,943 | $6.68M | 0.01% | +84,943 | New |
| New York State Common Retirement Fund | 85,771 | $6.75M | 0.01% | +30,342+54.7% | Added |
| Tredje AP-fonden | 86,869 | $6.83M | 0.05% | +86,869 | New |
| Truist Financial Corp | 87,472 | $6.88M | 0.01% | +2,482+2.9% | Added |
| Campbell & CO Investment Adviser LLC | 94,331 | $7.42M | 0.36% | +94,331 | New |
| Laird Norton Trust Company, LLC | 97,510 | $7.67M | 0.16% | +97,510 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 98,649 | $7.76M | 0.02% | −237,097−70.6% | Reduced |
| Brinker Capital Investments, LLC | 98,928 | $7.78M | 0.06% | +20,990+26.9% | Added |
| Hennessy Advisors Inc | 100,800 | $7.93M | 0.28% | −5,600−5.3% | Reduced |
| Renaissance Technologies LLC | 106,622 | $8.39M | 0.01% | −384,300−78.3% | Reduced |
| Manatuck Hill Partners, LLC | 107,448 | $8.45M | 2.96% | 00.0% | Unchanged |
| National Bank of Canada | 115,628 | $9.10M | 0.01% | +4,624+4.2% | Added |
| Cerity Partners LLC | 120,252 | $9.46M | 0.01% | +12,212+11.3% | Added |
| M&T Bank Corp | 120,296 | $9.46M | 0.03% | +570.0% | Added |
| Stifel Financial Corp | 122,012 | $9.60M | 0.01% | +5,644+4.9% | Added |
| MML Investors Services, LLC | 123,369 | $9.71M | 0.02% | +13,443+12.2% | Added |
| Ameriprise Financial Inc | 124,815 | $9.83M | 0.00% | +14,505+13.1% | Added |
| JustInvest LLC | 130,851 | $10.3M | 0.10% | +6,016+4.8% | Added |
| BNP Paribas Arbitrage, SA | 133,746 | $10.5M | 0.01% | +33,567+33.5% | Added |
| SEI Investments Co | 137,776 | $10.8M | 0.01% | +4,525+3.4% | Added |
| Two Sigma Advisers, LP | 143,600 | $11.3M | 0.02% | +39,500+37.9% | Added |
| SG Americas Securities, LLC | 145,262 | $11.4M | 0.02% | +142,149+4,566.3% | Added |
| Bank of Montreal | 146,375 | $11.5M | 0.00% | −91,708−38.5% | Reduced |
| Ethic Inc. | 154,598 | $12.2M | 0.19% | +3,528+2.3% | Added |
| Ritholtz Wealth Management | 160,760 | $12.6M | 0.23% | +20,406+14.5% | Added |
| US Bancorp | 165,949 | $13.1M | 0.02% | +14,953+9.9% | Added |
| American Assets Investment Management, LLC | 166,918 | $13.1M | 0.91% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 166,928 | $13.1M | 0.05% | +3,942+2.4% | Added |
| Marshall Wace, LLP | 169,065 | $13.3M | 0.01% | +169,065 | New |
| HRT Financial LP | 176,364 | $13.9M | 0.04% | +176,364 | New |
| CWM, LLC | 182,875 | $14.4M | 0.04% | +60,167+49.0% | Added |
| Promethos Capital, LLC | 199,432 | $15.7M | 4.28% | −9,379−4.5% | Reduced |
| Mercer Global Advisors Inc | 203,756 | $16.0M | 0.02% | +5,830+2.9% | Added |
| Mariner, LLC | 205,187 | $16.1M | 0.02% | +5,808+2.9% | Added |
| Janney Capital Management LLC | 219,596 | $17.3M | 1.09% | −5,295−2.4% | Reduced |
| QRG Capital Management, Inc. | 224,222 | $17.6M | 0.20% | −1,102−0.5% | Reduced |
| Franklin Resources Inc | 260,902 | $20.5M | 0.01% | +218+0.1% | Added |
| Capital Fund Management S.A. | 265,463 | $20.9M | 0.20% | −64,072−19.4% | Reduced |
| HighTower Advisors, LLC | 266,449 | $21.0M | 0.02% | +805+0.3% | Added |
| Foresight Global Investors, Inc. | 293,355 | $23.1M | 10.86% | +112,880+62.5% | Added |
| AQR Capital Management LLC | 295,056 | $23.2M | 0.01% | +45,816+18.4% | Added |
| Meritage Portfolio Management | 295,700 | $23.3M | 1.54% | −3,809−1.3% | Reduced |
| 1832 Asset Management L.P. | 298,350 | $23.5M | 0.03% | +350+0.1% | Added |
| Creative Planning | 318,178 | $25.0M | 0.02% | +3,794+1.2% | Added |
| Bank of New York Mellon Corp | 319,905 | $25.2M | 0.00% | −29,337−8.4% | Reduced |
| Envestnet Asset Management Inc | 348,992 | $27.5M | 0.01% | +126,076+56.6% | Added |
| JPMorgan Chase & Co | 354,049 | $27.9M | 0.00% | +36,537+11.5% | Added |
| UBS Group AG | 356,832 | $28.1M | 0.01% | +55,718+18.5% | Added |
| Abc Arbitrage SA | 360,332 | $28.3M | 2.65% | +116,163+47.6% | Added |
| Qube Research & Technologies Ltd | 361,303 | $28.4M | 0.04% | +133,379+58.5% | Added |
| LPL Financial LLC | 384,037 | $30.2M | 0.01% | +43,986+12.9% | Added |
| Natixis Advisors, L.P. | 407,128 | $32.0M | 0.05% | −24,589−5.7% | Reduced |
| Quantinno Capital Management LP | 435,064 | $34.2M | 0.07% | +72,706+20.1% | Added |
| Crossmark Global Holdings, Inc. | 466,801 | $36.7M | 0.53% | −13,337−2.8% | Reduced |
| Wells Fargo & Company | 470,511 | $37.0M | 0.01% | +79,382+20.3% | Added |
| Charles Schwab Investment Management Inc | 485,468 | $38.2M | 0.01% | +65,241+15.5% | Added |
| First Trust Advisors LP | 493,614 | $38.8M | 0.03% | −78,097−13.7% | Reduced |
| Millennium Management LLC | 529,394 | $41.6M | 0.03% | +343,753+185.2% | Added |
| Raymond James Financial Inc | 555,713 | $43.7M | 0.01% | +100,625+22.1% | Added |