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 |
|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 52,890 | $4.16M | 0.41% | +2,702+5.4% | Added |
| Acadian Asset Management LLC | 52,738 | $4.15M | 0.01% | +24,836+89.0% | Added |
| Jane Street Group, LLC | 52,708 | $4.15M | 0.00% | +34,747+193.5% | Added |
| Prospera Financial Services Inc | 51,238 | $4.03M | 0.07% | +14,933+41.1% | Added |
| Rhumbline Advisers | 51,042 | $4.02M | 0.00% | +17,090+50.3% | Added |
| CIBC World Markets Inc. | 50,587 | $3.98M | 0.01% | +4,830+10.6% | Added |
| Advisor Group Holdings, Inc. | 49,897 | $3.93M | 0.01% | −4,921−9.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 49,764 | $3.91M | 0.05% | +49,764 | New |
| Ieq Capital, LLC | 49,676 | $3.91M | 0.01% | +3,698+8.0% | Added |
| Schonfeld Strategic Advisors LLC | 49,430 | $3.89M | 0.02% | +22,680+84.8% | Added |
| Flow Traders U.S. LLC | 48,752 | $3.83M | 0.13% | +48,752 | New |
| Jain Global LLC | 47,796 | $3.76M | 0.04% | +28,475+147.4% | Added |
| CI Private Wealth, LLC | 47,641 | $3.75M | 0.01% | −6,463−11.9% | Reduced |
| Assetmark, Inc | 47,456 | $3.73M | 0.01% | +20,281+74.6% | Added |
| Old Mission Capital LLC | 47,325 | $3.72M | 0.14% | +47,325 | New |
| Hantz Financial Services, Inc. | 47,083 | $3.70M | 0.05% | +10,192+27.6% | Added |
| Forum Financial Management, LP | 44,246 | $3.48M | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 41,456 | $3.26M | 0.01% | −880−2.1% | Reduced |
| Farringdon Capital, Ltd. | 41,273 | $3.25M | 0.80% | +15,781+61.9% | Added |
| Davenport & Co LLC | 40,407 | $3.18M | 0.02% | +2,057+5.4% | Added |
| Prime Capital Investment Advisors, LLC | 39,884 | $3.14M | 0.04% | +1,412+3.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 37,777 | $3.10M | 0.00% | +8,444+28.8% | Added |
| Stamos Capital Partners, L.P. | 37,415 | $2.94M | 0.47% | −7,257−16.2% | Reduced |
| Yousif Capital Management, LLC | 35,401 | $2.92M | 0.03% | −2,345−6.2% | Reduced |
| CIBC Asset Management Inc | 37,529 | $2.92M | 0.01% | +773+2.1% | Added |
| Credit Agricole S A | 36,978 | $2.91M | 0.01% | +36,978 | New |
| Qtron Investments LLC | 36,951 | $2.91M | 0.38% | −1,437−3.7% | Reduced |
| DRW Securities, LLC | 36,897 | $2.90M | 0.22% | +33,800+1,091.4% | Added |
| Opal Capital LLC | 36,804 | $2.90M | 0.72% | +36,804 | New |
| TrueMark Investments, LLC | 36,785 | $2.89M | 0.55% | −9,717−20.9% | Reduced |
| LSV Asset Management | 35,828 | $2.82M | 0.01% | −6,072−14.5% | Reduced |
| Scotia Capital Inc. | 33,913 | $2.67M | 0.01% | +796+2.4% | Added |
| Raelipskie Partnership | 33,821 | $2.66M | 1.12% | −2,963−8.1% | Reduced |
| Aaron Wealth Advisors | 32,564 | $2.56M | 0.14% | +7,117+28.0% | Added |
| Arkadios Wealth Advisors | 32,489 | $2.56M | 0.05% | −1,143−3.4% | Reduced |
| We Are One Seven, LLC | 32,437 | $2.55M | 0.05% | +2,734+9.2% | Added |
| XTX Topco Ltd | 32,309 | $2.54M | 0.07% | −5,192−13.8% | Reduced |
| AMJ Financial Wealth Management | 32,248 | $2.54M | 0.61% | −86,589−72.9% | Reduced |
| Thoroughbred Financial Services, LLC | 31,928 | $2.51M | 0.15% | −2,911−8.4% | Reduced |
| Sowell Financial Services LLC | 31,609 | $2.49M | 0.09% | +4,899+18.3% | Added |
| Advisors Asset Management, Inc. | 31,232 | $2.46M | 0.04% | −1,490−4.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 31,217 | $2.46M | 0.01% | +3,120+11.1% | Added |
| GWM Advisors LLC | 30,907 | $2.43M | 0.01% | +4,324+16.3% | Added |
| Allspring Global Investments Holdings, LLC | 29,525 | $2.41M | 0.00% | +7,410+33.5% | Added |
| Susquehanna International Group, LLP | 30,438 | $2.39M | 0.00% | +15,337+101.6% | Added |
| Earnest Partners LLC | 30,356 | $2.39M | 0.01% | −4,028−11.7% | Reduced |
| Syon Capital LLC | 29,144 | $2.29M | 0.11% | +959+3.4% | Added |
| Exencial Wealth Advisors, LLC | 28,906 | $2.27M | 0.07% | +1,523+5.6% | Added |
| Wedbush Securities Inc | 28,437 | $2.24M | 0.07% | +1,615+6.0% | Added |
| Coldstream Capital Management Inc | 28,087 | $2.21M | 0.03% | −7,174−20.3% | Reduced |
| Glenmede Trust Co NA | 27,777 | $2.19M | 0.01% | +27,777 | New |
| Gradient Investments LLC | 27,558 | $2.17M | 0.03% | +8,245+42.7% | Added |
| Pekin Hardy Strauss, Inc. | 27,523 | $2.17M | 0.20% | −845−3.0% | Reduced |
| Quadrant Capital Group LLC | 27,409 | $2.16M | 0.07% | −358−1.3% | Reduced |
| Engineers Gate Manager LP | 26,834 | $2.11M | 0.03% | +13,369+99.3% | Added |
| Checchi Capital Advisers, LLC | 26,554 | $2.09M | 0.14% | +144+0.5% | Added |
| RSM US Wealth Management LLC | 26,312 | $2.09M | 0.03% | +3,012+12.9% | Added |
| Smartleaf Asset Management LLC | 26,110 | $2.07M | 0.08% | +5,370+25.9% | Added |
| Colony Group, LLC | 26,312 | $2.07M | 0.00% | +9,015+52.1% | Added |
| Janney Montgomery Scott LLC | 25,725 | $2.02M | 0.00% | +164+0.6% | Added |
| Ballentine Partners, LLC | 25,135 | $1.98M | 0.03% | +1,187+5.0% | Added |
| Savant Capital, LLC | 24,867 | $1.96M | 0.01% | +1,423+6.1% | Added |
| Commonwealth Equity Services, LLC | 24,577 | $1.93M | 0.00% | +287+1.2% | Added |
| Oppenheimer & Co Inc | 24,355 | $1.92M | 0.03% | −21,515−46.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 24,335 | $1.91M | 0.10% | +2,072+9.3% | Added |
| Global Retirement Partners, LLC | 23,814 | $1.87M | 0.03% | +14,161+146.7% | Added |
| Captrust Financial Advisors | 23,570 | $1.85M | 0.00% | −2,094−8.2% | Reduced |
| Evergreen Capital Management LLC | 23,409 | $1.84M | 0.04% | +191+0.8% | Added |
| Dynasty Wealth Management, LLC | 23,254 | $1.83M | 0.02% | +1,229+5.6% | Added |
| Sanctuary Advisors, LLC | 23,251 | $1.83M | 0.01% | +1,814+8.5% | Added |
| Sagespring Wealth Partners, LLC | 23,100 | $1.82M | 0.03% | +1,170+5.3% | Added |
| West Family Investments, Inc. | 23,057 | $1.81M | 0.43% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 23,000 | $1.81M | 0.06% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 22,935 | $1.80M | 0.98% | −1,373−5.6% | Reduced |
| Atria Investments LLC | 22,923 | $1.80M | 0.02% | +5,702+33.1% | Added |
| Pzena Investment Management LLC | 22,906 | $1.80M | 0.01% | +3,558+18.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 22,893 | $1.80M | 0.75% | −443−1.9% | Reduced |
| United Capital Financial Advisers, LLC | 22,840 | $1.80M | 0.01% | −650−2.8% | Reduced |
| Citigroup Inc | 22,704 | $1.79M | 0.00% | −4,124−15.4% | Reduced |
| Gabelli Funds LLC | 22,700 | $1.79M | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 22,336 | $1.76M | 0.41% | +10,470+88.2% | Added |
| Ted Buchan & Co | 22,239 | $1.75M | 0.64% | +78+0.4% | Added |
| MAI Capital Management | 21,925 | $1.72M | 0.01% | −165−0.7% | Reduced |
| Kathmere Capital Management, LLC | 21,695 | $1.71M | 0.12% | +817+3.9% | Added |
| Orleans Capital Management Corp | 21,563 | $1.70M | 1.05% | −3,750−14.8% | Reduced |
| Oppenheimer Asset Management Inc. | 21,187 | $1.67M | 0.02% | +9,254+77.5% | Added |
| Evolve Private Wealth, LLC | 21,186 | $1.67M | 0.10% | +21,186 | New |
| Kovitz Investment Group Partners, LLC | 21,180 | $1.67M | 0.04% | −4,189−16.5% | Reduced |
| Mork Capital Management, LLC | 20,300 | $1.60M | 0.97% | 00.0% | Unchanged |
| RBF Capital, LLC | 20,000 | $1.57M | 0.07% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 19,795 | $1.56M | 0.09% | +1,199+6.4% | Added |
| Farther Finance Advisors, LLC | 19,656 | $1.55M | 0.02% | +7,892+67.1% | Added |
| D.A. Davidson & Co. | 19,439 | $1.53M | 0.01% | +85+0.4% | Added |
| Founders Financial Securities LLC | 18,994 | $1.49M | 0.09% | +992+5.5% | Added |
| Horizon Investments, LLC | 18,948 | $1.49M | 0.02% | +1,019+5.7% | Added |
| Marks Group Wealth Management, Inc | 18,739 | $1.47M | 0.14% | +10,001+114.5% | Added |
| Ellevest, Inc. | 18,219 | $1.43M | 0.20% | +131+0.7% | Added |
| PCM Encore, LLC | 18,069 | $1.42M | 0.30% | +18,069 | New |
| SBI Securities Co., Ltd. | 17,919 | $1.41M | 0.04% | −1,143−6.0% | Reduced |
| Greenleaf Trust | 17,915 | $1.41M | 0.01% | 00.0% | Unchanged |