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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 590,663 | $46.5M | 0.26% | +52,425+9.7% | Added |
| Cookson Peirce & Co Inc | 613,956 | $48.3M | 2.00% | −10,013−1.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 715,725 | $56.3M | 0.15% | +613,066+597.2% | Added |
| Royal Bank of Canada | 1,112,059 | $87.5M | 0.02% | −60,165−5.1% | Reduced |
| Contrarian Capital Management, L.L.C. | 1,265,656 | $99.6M | 26.23% | 00.0% | Unchanged |
| American Century Companies Inc | 1,440,244 | $113.3M | 0.06% | +128,424+9.8% | Added |
| Clearbridge Investments, LLC | 1,443,716 | $113.6M | 0.09% | +627,857+77.0% | Added |
| Bank of America Corp | 2,261,682 | $177.9M | 0.01% | +193,890+9.4% | Added |
| BlackRock, Inc. | 2,647,669 | $208.3M | 0.00% | −245,273−8.5% | Reduced |
| Sanders Capital, LLC | 2,887,470 | $227.2M | 0.26% | −82,540−2.8% | Reduced |
| Northern Trust Corp | 3,008,324 | $236.7M | 0.03% | −36,810−1.2% | Reduced |
| FMR LLC | 3,142,028 | $247.2M | 0.01% | −448,627−12.5% | Reduced |
| Goldman Sachs Group Inc | 5,916,753 | $465.5M | 0.07% | −313,796−5.0% | Reduced |
| Morgan Stanley | 7,483,883 | $588.8M | 0.04% | +993,473+15.3% | Added |
| Dimensional Fund Advisors LP | 10,362,347 | $815.2M | 0.17% | −213,297−2.0% | Reduced |
| Fisher Asset Management, LLC | 17,800,748 | $1.40B | 0.48% | +402,288+2.3% | Added |
| Barometer Capital Management Inc. | 41,574 | – | – | +27,094+187.1% | Added |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −161,909−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −69,098−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −49,410−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −42,100−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −39,911−100.0% | Sold out |
| Ativo Capital Management LLC | 0 | $0 | 0.00% | −26,438−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −18,757−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,412−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −12,579−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −7,225−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −4,462−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −3,955−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,278−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| BankPlus Trust Department | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Kerr Financial Planning Corp | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Westend Capital Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Marshall & Sterling Wealth Advisors Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Bear Mountain Capital, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Shilanski & Associates, Inc. | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Gitterman Wealth Management, LLC | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| Wealthstream Advisors, Inc. | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |