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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 7,548 | $596.0K | 0.00% | +4,730+167.8% | Added |
| Keel Point, LLC | 7,573 | $595.8K | 0.04% | +69+0.9% | Added |
| Lazard Asset Management LLC | 13,130 | $593.2K | 0.00% | −772−5.6% | Reduced |
| Monument Capital Management | 7,520 | $591.6K | 0.15% | +4,397+140.8% | Added |
| Atlas Capital Advisors LLC | 7,489 | $589.2K | 0.07% | +7,489 | New |
| GWN Securities Inc. | 7,366 | $579.5K | 0.12% | +1,806+32.5% | Added |
| Natural Investments, LLC | 7,372 | $579.0K | 0.14% | +926+14.4% | Added |
| Crumly & Associates Inc. | 7,311 | $575.2K | 0.12% | −45−0.6% | Reduced |
| Fox Run Management, L.L.C. | 7,302 | $574.4K | 0.09% | +28+0.4% | Added |
| SmartHarvest Portfolios, LLC | 7,296 | $574.0K | 0.20% | +7,296 | New |
| Capital Performance Advisors LLP | 7,177 | $564.6K | 0.04% | +419+6.2% | Added |
| Riversedge Advisors, LLC | 7,072 | $556.4K | 0.09% | −153−2.1% | Reduced |
| Advisory Services Network, LLC | 7,033 | $553.3K | 0.01% | +1,016+16.9% | Added |
| Cromwell Holdings LLC | 6,967 | $548.1K | 0.30% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 6,810 | $535.7K | 0.04% | +758+12.5% | Added |
| BSW Wealth Partners | 6,791 | $534.2K | 0.06% | −197−2.8% | Reduced |
| Resources Investment Advisors, LLC. | 6,702 | $527.2K | 0.01% | +1,062+18.8% | Added |
| Kestra Advisory Services, LLC | 6,633 | $521.8K | 0.00% | +742+12.6% | Added |
| Allworth Financial LP | 6,612 | $520.2K | 0.00% | +254+4.0% | Added |
| Wealth Alliance | 6,572 | $517.0K | 0.05% | +2,737+71.4% | Added |
| Net Worth Advisory Group | 6,466 | $508.7K | 0.10% | +146+2.3% | Added |
| Principal Securities, Inc. | 6,443 | $506.9K | 0.01% | +1,335+26.1% | Added |
| Basecamp Wealth Advisors LLC | 6,321 | $497.3K | 0.11% | +6,321 | New |
| Purkiss Capital Advisors LLC | 6,317 | $497.0K | 0.23% | +614+10.8% | Added |
| Wealthspire Advisors, LLC | 6,302 | $495.8K | 0.00% | +5,646+860.7% | Added |
| Carter Financial Group, INC. | 6,283 | $494.3K | 0.29% | +2,186+53.4% | Added |
| Medallion Wealth Advisors, LLC | 6,280 | $494.0K | 0.17% | −207−3.2% | Reduced |
| Moors & Cabot, Inc. | 6,278 | $493.9K | 0.02% | −536−7.9% | Reduced |
| FineMark National Bank & Trust | 6,200 | $487.8K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 6,145 | $483.4K | 0.02% | +6,145 | New |
| Principal Street Partners, LLC | 6,042 | $475.3K | 0.08% | −206−3.3% | Reduced |
| Sonoma Private Wealth LLC | 5,986 | $470.9K | 0.57% | +445+8.0% | Added |
| Corient IA LLC | 5,960 | $468.9K | 0.44% | −4,040−40.4% | Reduced |
| Beacon Pointe Advisors, LLC | 5,775 | $454.3K | 0.00% | +5,775 | New |
| Acorn Creek Capital LLC | 5,762 | $453.3K | 0.16% | +62+1.1% | Added |
| Baldwin Investment Management, LLC | 5,707 | $449.0K | 0.05% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 5,621 | $442.2K | 0.01% | +633+12.7% | Added |
| Cresset Asset Management, LLC | 5,577 | $438.7K | 0.00% | −20−0.4% | Reduced |
| Anchyra Partners LLC | 5,558 | $437.2K | 0.13% | +5,558 | New |
| Sym Financial Corp | 5,542 | $436.0K | 0.04% | +23+0.4% | Added |
| Waters Parkerson & Co., LLC | 5,500 | $432.7K | 0.02% | 00.0% | Unchanged |
| Choate Investment Advisors | 5,488 | $431.7K | 0.01% | −646−10.5% | Reduced |
| Benjamin Edwards Inc | 5,463 | $429.7K | 0.00% | +385+7.6% | Added |
| Venturi Wealth Management, LLC | 5,366 | $422.1K | 0.02% | +1,890+54.4% | Added |
| OneAscent Family Office, LLC | 5,244 | $412.5K | 0.28% | +5,244 | New |
| Sanibel Captiva Trust Company, Inc. | 5,232 | $411.6K | 0.01% | +208+4.1% | Added |
| 55 North Private Wealth, LLC | 5,204 | $409.4K | 0.11% | +5,204 | New |
| Summit Trail Advisors, LLC | 5,176 | $407.2K | 0.01% | −2,461−32.2% | Reduced |
| Contravisory Investment Management, Inc. | 5,044 | $396.8K | 0.08% | −140−2.7% | Reduced |
| Tiaa Trust, National Association | 4,961 | $390.3K | 0.00% | +243+5.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,930 | $387.8K | 0.01% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 4,912 | $386.5K | 0.10% | −151−3.0% | Reduced |
| Golden State Equity Partners | 4,858 | $382.2K | 0.06% | +59+1.2% | Added |
| Hilltop Holdings Inc. | 4,848 | $381.4K | 0.02% | +555+12.9% | Added |
| Canopy Partners, LLC | 4,809 | $378.3K | 0.12% | +49+1.0% | Added |
| AlTi Global, Inc. | 4,798 | $377.5K | 0.01% | +729+17.9% | Added |
| Advisors Preferred, LLC | 4,686 | $377.0K | 0.06% | −14,545−75.6% | Reduced |
| Foster Group, Inc. | 4,776 | $375.7K | 0.01% | +108+2.3% | Added |
| Norden Group LLC | 4,744 | $373.2K | 0.04% | +1,870+65.1% | Added |
| Sage Mountain Advisors LLC | 4,711 | $370.6K | 0.02% | +10+0.2% | Added |
| 180 Wealth Advisors, LLC | 4,685 | $368.5K | 0.04% | −371−7.3% | Reduced |
| Greenspring Advisors, LLC | 4,634 | $364.6K | 0.02% | +4,634 | New |
| Buckingham Strategic Partners | 4,583 | $360.6K | 0.00% | −279−5.7% | Reduced |
| Ewa, LLC | 4,551 | $358.0K | 0.09% | +643+16.5% | Added |
| Seven Mile Advisory | 4,509 | $354.7K | 0.06% | −649−12.6% | Reduced |
| Camden Capital, LLC | 4,496 | $353.7K | 0.02% | +39+0.9% | Added |
| Nilsine Partners, LLC | 4,338 | $341.3K | 0.03% | +219+5.3% | Added |
| Ashton Thomas Private Wealth, LLC | 4,270 | $335.9K | 0.01% | +740+21.0% | Added |
| Fred Alger Management, LLC | 4,257 | $334.9K | 0.00% | +4,257 | New |
| Modern Wealth Management, LLC | 4,253 | $334.6K | 0.01% | +1,072+33.7% | Added |
| Geneos Wealth Management Inc. | 4,222 | $332.1K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 4,215 | $331.6K | 0.00% | +429+11.3% | Added |
| TCG Advisory Services, LLC | 4,213 | $331.4K | 0.01% | +1,066+33.9% | Added |
| Manske Wealth Management | 4,198 | $330.3K | 0.10% | −500−10.6% | Reduced |
| Resonant Capital Advisors, LLC | 4,195 | $330.0K | 0.02% | +114+2.8% | Added |
| Safeguard Investment Advisory Group, LLC | 4,152 | $326.7K | 0.08% | −515−11.0% | Reduced |
| Rehmann Capital Advisory Group | 4,084 | $322.5K | 0.02% | +4,084 | New |
| Manchester Capital Management LLC | 4,092 | $321.9K | 0.04% | +2,254+122.6% | Added |
| WealthTrust Axiom LLC | 4,075 | $320.6K | 0.08% | 00.0% | Unchanged |
| Change Path, LLC | 4,045 | $318.2K | 0.01% | −1,335−24.8% | Reduced |
| StoneX Group Inc. | 4,037 | $317.6K | 0.01% | −2,999−42.6% | Reduced |
| Freestone Capital Holdings, LLC | 4,004 | $315.0K | 0.01% | −425−9.6% | Reduced |
| Weil Company, Inc. | 4,000 | $314.7K | 0.07% | 00.0% | Unchanged |
| Sunpointe, LLC | 3,965 | $311.9K | 0.10% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3,964 | $311.8K | 0.04% | +10+0.3% | Added |
| First Citizens Bank & Trust Co | 3,960 | $311.5K | 0.01% | +229+6.1% | Added |
| Westerkirk Capital Inc. | 3,954 | $311.1K | 0.03% | −4,590−53.7% | Reduced |
| Cornerstone Wealth Management, LLC | 3,936 | $309.6K | 0.02% | −142−3.5% | Reduced |
| Flatrock Wealth Partners LLC | 3,921 | $308.5K | 0.15% | +3,921 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,913 | $307.8K | 0.01% | +3,913 | New |
| Texas Yale Capital Corp. | 3,900 | $306.8K | 0.01% | +700+21.9% | Added |
| Jump Financial, LLC | 3,900 | $306.8K | 0.00% | +3,900 | New |
| Samalin Investment Counsel, LLC | 3,899 | $306.7K | 0.11% | +24+0.6% | Added |
| Syverson Strege & Co | 3,852 | $303.0K | 0.07% | −52−1.3% | Reduced |
| Pure Financial Advisors, Inc. | 3,815 | $300.1K | 0.00% | +843+28.4% | Added |
| Evoke Wealth, LLC | 3,777 | $297.1K | 0.01% | +843+28.7% | Added |
| Stephens Inc | 3,722 | $292.8K | 0.00% | +3,722 | New |
| Kohmann Bosshard Financial Services, LLC | 3,713 | $292.1K | 0.03% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,696 | $290.8K | 0.01% | −29−0.8% | Reduced |
| Tower Wealth Partners, Inc. | 3,689 | $290.2K | 0.16% | +56+1.5% | Added |