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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 17,241 | $1.36M | 0.02% | +10,033+139.2% | Added |
| Profund Advisors LLC | 16,860 | $1.33M | 0.04% | +521+3.2% | Added |
| Keybank National Association | 16,662 | $1.31M | 0.00% | +7,282+77.6% | Added |
| Integrated Wealth Concepts LLC | 16,647 | $1.31M | 0.02% | −1,224−6.8% | Reduced |
| PDS Planning, Inc | 16,623 | $1.31M | 0.09% | +396+2.4% | Added |
| Frank, Rimerman Advisors LLC | 16,405 | $1.29M | 0.08% | +245+1.5% | Added |
| Guggenheim Capital LLC | 16,207 | $1.28M | 0.01% | +738+4.8% | Added |
| Merit Financial Group, LLC | 15,783 | $1.24M | 0.01% | +1,093+7.4% | Added |
| Sivia Capital Partners, LLC | 15,744 | $1.24M | 0.25% | +3,809+31.9% | Added |
| AssuredPartners Investment Advisors, LLC | 15,465 | $1.22M | 0.18% | −271−1.7% | Reduced |
| Miracle Mile Advisors, LLC | 15,338 | $1.21M | 0.02% | −609−3.8% | Reduced |
| Abacus Wealth Partners, LLC | 15,214 | $1.20M | 0.12% | +15,214 | New |
| Versant Capital Management, Inc | 15,188 | $1.19M | 0.15% | +1,382+10.0% | Added |
| Entropy Technologies, LP | 14,925 | $1.17M | 0.06% | +14,925 | New |
| Soltis Investment Advisors LLC | 14,868 | $1.17M | 0.08% | −828−5.3% | Reduced |
| State Street Corp | 14,767 | $1.16M | 0.00% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 14,714 | $1.16M | 0.36% | +3,231+28.1% | Added |
| HighPoint Advisor Group LLC | 14,665 | $1.15M | 0.03% | +329+2.3% | Added |
| GAMMA Investing LLC | 13,928 | $1.10M | 0.06% | +1,348+10.7% | Added |
| Virtu Financial LLC | 13,800 | $1.09M | 0.04% | −9,204−40.0% | Reduced |
| Parallel Advisors, LLC | 13,706 | $1.08M | 0.02% | +179+1.3% | Added |
| GeoWealth Management, LLC | 13,588 | $1.07M | 0.04% | +4,524+49.9% | Added |
| Cherokee Insurance Co | 13,545 | $1.07M | 0.43% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 13,426 | $1.06M | 0.57% | +96+0.7% | Added |
| Tower Research Capital LLC (TRC) | 13,375 | $1.05M | 0.03% | −4,442−24.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,376 | $1.05M | 0.00% | −1,097−7.6% | Reduced |
| Private Advisor Group, LLC | 13,324 | $1.05M | 0.00% | +54+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 13,167 | $1.04M | 0.01% | +1,516+13.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,022 | $1.02M | 0.00% | +3,409+35.5% | Added |
| Henshaw Capital LLC | 12,880 | $1.01M | 0.04% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 12,608 | $991.9K | 0.69% | +724+6.1% | Added |
| Bleakley Financial Group, LLC | 12,561 | $988.2K | 0.02% | +12,561 | New |
| Nations Financial Group Inc, | 12,544 | $986.9K | 0.05% | +83+0.7% | Added |
| Sage Rhino Capital LLC | 12,537 | $986.3K | 0.19% | −301−2.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,445 | $979.0K | 0.26% | +123+1.0% | Added |
| Catalytic Wealth RIA, LLC | 12,390 | $974.7K | 0.04% | +4,375+54.6% | Added |
| Legacy Capital Group California, Inc. | 12,384 | $974.2K | 0.24% | +463+3.9% | Added |
| HB Wealth Management, LLC | 12,357 | $972.2K | 0.01% | +1,168+10.4% | Added |
| Ascent Group, LLC | 12,356 | $972.1K | 0.03% | +324+2.7% | Added |
| Themes Management Co LLC | 12,195 | $959.4K | 0.76% | +12,195 | New |
| Garton & Associates Financial Advisors LLC | 12,121 | $953.5K | 0.53% | +12,121 | New |
| Everest Financial Group LLC | 12,067 | $949.3K | 0.21% | +12,067 | New |
| Arrowstreet Capital, Limited Partnership | 12,030 | $946.4K | 0.00% | +5,793+92.9% | Added |
| May Hill Capital, LLC | 11,712 | $921.4K | 0.25% | +335+2.9% | Added |
| Independent Advisor Alliance | 11,603 | $912.8K | 0.02% | +3,973+52.1% | Added |
| Legacy Wealth Asset Management, LLC | 11,543 | $908.1K | 0.22% | −278−2.4% | Reduced |
| Delta Financial Advisors LLC | 11,534 | $907.4K | 0.24% | +3,684+46.9% | Added |
| New Republic Capital, LLC | 11,336 | $891.8K | 0.24% | +6,627+140.7% | Added |
| Linden Thomas Advisory Services, LLC | 11,331 | $891.4K | 0.09% | +599+5.6% | Added |
| Cordatus Wealth Management LLC | 11,315 | $890.1K | 0.21% | −553−4.7% | Reduced |
| Pensionmark Financial Group, LLC | 11,302 | $889.1K | 0.01% | +6,744+148.0% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 11,186 | $880.0K | 0.04% | +11,186 | New |
| Valeo Financial Advisors, LLC | 11,106 | $873.7K | 0.02% | +74+0.7% | Added |
| AlphaCore Capital LLC | 10,991 | $864.7K | 0.02% | −535−4.6% | Reduced |
| Fiera Capital Corp | 10,984 | $864.1K | 0.00% | +3,507+46.9% | Added |
| Clarius Group, LLC | 10,800 | $849.6K | 0.05% | 00.0% | Unchanged |
| Trust Point Inc. | 10,636 | $836.7K | 0.07% | +3,018+39.6% | Added |
| Havemeyer Place LP | 10,597 | $833.7K | 0.16% | +10,597 | New |
| Five Oceans Advisors | 10,361 | $815.1K | 0.29% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,268 | $807.7K | 0.08% | +153+1.5% | Added |
| Invesco Ltd. | 10,214 | $803.6K | 0.00% | +3,131+44.2% | Added |
| Brandes Investment Partners, LP | 10,175 | $800.5K | 0.01% | −29,314−74.2% | Reduced |
| Gryphon Financial Partners LLC | 10,171 | $800.2K | 0.09% | +2,624+34.8% | Added |
| Perigon Wealth Management, LLC | 10,141 | $797.8K | 0.01% | +5,659+126.3% | Added |
| Traveka Wealth, LLC | 10,110 | $795.4K | 0.32% | +50.0% | Added |
| Chelsea Counsel Co | 10,100 | $794.6K | 0.34% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 10,090 | $793.8K | 0.31% | +40+0.4% | Added |
| Tepp RIA, LLC | 10,068 | $792.0K | 0.78% | 00.0% | Unchanged |
| Blair William & Co | 9,992 | $786.0K | 0.00% | −440−4.2% | Reduced |
| Brucke Financial, Inc. | 9,957 | $783.3K | 0.43% | +1,776+21.7% | Added |
| Jones Financial Companies LLLP | 9,858 | $775.5K | 0.00% | +1,549+18.6% | Added |
| Rational Advisors LLC | 9,800 | $771.0K | 0.08% | −4,885−33.3% | Reduced |
| Wealthstar Advisors, LLC | 9,677 | $761.3K | 0.41% | −130−1.3% | Reduced |
| SeaBridge Investment Advisors LLC | 9,514 | $748.5K | 0.12% | +376+4.1% | Added |
| Optas, LLC | 9,425 | $741.5K | 0.12% | +19+0.2% | Added |
| Deutsche Bank AG | 9,412 | $740.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9,356 | $736.1K | 0.03% | +1,260+15.6% | Added |
| Drive Wealth Management, LLC | 9,315 | $732.8K | 0.14% | +1,575+20.3% | Added |
| UBS Asset Management Americas Inc | 9,290 | $730.8K | 0.00% | +9,290 | New |
| Ignite Planners, LLC | 8,278 | $728.5K | 0.11% | −8,136−49.6% | Reduced |
| Westover Capital Advisors, LLC | 9,193 | $723.2K | 0.13% | +246+2.7% | Added |
| Mission Wealth Management, LP | 9,072 | $713.7K | 0.01% | −379−4.0% | Reduced |
| HighMark Wealth Management LLC | 9,008 | $708.7K | 0.29% | 00.0% | Unchanged |
| Frec Markets, Inc. | 9,004 | $708.4K | 0.21% | +9,004 | New |
| Bridgewater Advisors Inc. | 8,238 | $685.2K | 0.04% | +52+0.6% | Added |
| Mesirow Financial Investment Management, Inc. | 8,683 | $683.1K | 0.01% | +1,593+22.5% | Added |
| Group One Trading, L.P. | 8,631 | $679.0K | 0.02% | +4,253+97.1% | Added |
| Allie Family Office LLC | 8,504 | $669.0K | 0.31% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8,445 | $664.4K | 0.02% | −18,462−68.6% | Reduced |
| Wedmont Private Capital | 8,262 | $663.1K | 0.02% | +397+5.0% | Added |
| Courier Capital LLC | 8,416 | $662.1K | 0.04% | −10.0% | Reduced |
| AE Wealth Management LLC | 8,227 | $647.2K | 0.00% | +696+9.2% | Added |
| Warren Averett Asset Management, LLC | 8,209 | $645.8K | 0.01% | +5,181+171.1% | Added |
| American Trust Investment Advisors, LLC | 8,045 | $632.9K | 0.34% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 7,825 | $615.6K | 0.00% | +7,825 | New |
| Lido Advisors, LLC | 8,326 | $609.2K | 0.00% | +36+0.4% | 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 |
| Concurrent Investment Advisors, LLC | 7,718 | $607.2K | 0.01% | +2,524+48.6% | Added |
| Main Street Research LLC | 7,696 | $605.4K | 0.03% | +338+4.6% | Added |