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 |
|---|---|---|---|---|---|
| Argyle Capital Management Inc. | 3,650 | $287.1K | 0.10% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3,455 | $271.8K | 0.02% | +1,539+80.3% | Added |
| Integrated Advisors Network LLC | 3,437 | $270.4K | 0.01% | −18−0.5% | Reduced |
| Savvy Advisors, Inc. | 3,407 | $268.0K | 0.01% | +3,407 | New |
| LVW Advisors, LLC | 3,400 | $267.5K | 0.03% | +3,400 | New |
| Diversified Trust Co | 3,379 | $265.8K | 0.00% | +381+12.7% | Added |
| International Assets Investment Management, LLC | 3,358 | $264.2K | 0.02% | +3,358 | New |
| Fulcrum Equity Management | 3,352 | $263.7K | 0.25% | +99+3.0% | Added |
| Symphony Financial Services, Inc. | 3,346 | $263.3K | 0.13% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 3,344 | $263.1K | 0.08% | +3,344 | New |
| Sovran Advisors, LLC | 3,161 | $261.8K | 0.02% | −87−2.7% | Reduced |
| Aptus Capital Advisors, LLC | 3,286 | $258.5K | 0.00% | +350+11.9% | Added |
| Vontobel Holding Ltd. | 3,270 | $257.2K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,258 | $256.3K | 0.03% | +3,258 | New |
| Prospect Financial Group LLC | 3,253 | $255.9K | 0.24% | −2−0.1% | Reduced |
| Greenup Street Wealth Management LLC | 3,243 | $255.1K | 0.04% | −477−12.8% | Reduced |
| Papamarkou Wellner Asset Management inc. | 3,230 | $254.1K | 0.15% | +3,230 | New |
| Accuvest Global Advisors | 3,213 | $253.0K | 0.19% | +3,213 | New |
| HBK Sorce Advisory LLC | 2,826 | $252.3K | 0.01% | +2,826 | New |
| Seeds Investor LLC | 3,159 | $248.5K | 0.05% | −5−0.2% | Reduced |
| Partners Wealth Management, LLC | 3,150 | $247.8K | 0.26% | −445−12.4% | Reduced |
| Wexford Capital LP | 3,141 | $247.1K | 0.06% | +3,141 | New |
| Seed Wealth Management, Inc. | 3,130 | $246.2K | 0.17% | −300−8.7% | Reduced |
| TD Private Client Wealth LLC | 3,082 | $242.5K | 0.01% | +1,641+113.9% | Added |
| August Group Capital Ltd | 3,062 | $240.9K | 0.27% | +3,062 | New |
| Crestwood Advisors Group LLC | 3,059 | $240.7K | 0.00% | +3,059 | New |
| FMB Wealth Management | 3,010 | $236.8K | 0.09% | 00.0% | Unchanged |
| Commerce Bank | 3,010 | $236.8K | 0.00% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 3,007 | $236.6K | 0.04% | +3,007 | New |
| Tranquilli Financial Advisor LLC | 2,990 | $235.2K | 0.14% | +2,990 | New |
| Echo45 Advisors LLC | 2,962 | $233.0K | 0.13% | −175−5.6% | Reduced |
| Klingman & Associates, LLC | 2,943 | $231.5K | 0.01% | +2,943 | New |
| Main Street Financial Solutions, LLC | 2,933 | $230.7K | 0.02% | +2,933 | New |
| Ariadne Wealth Management, LP | 2,655 | $230.4K | 0.10% | −195−6.8% | Reduced |
| Diversify Wealth Management, LLC | 2,805 | $228.7K | 0.01% | +2,805 | New |
| Insigneo Advisory Services, LLC | 2,903 | $228.4K | 0.02% | +2,903 | New |
| Intergy Private Wealth, LLC | 2,902 | $228.3K | 0.07% | +2,902 | New |
| Toroso Investments, LLC | 2,891 | $227.4K | 0.00% | −108−3.6% | Reduced |
| Kestra Private Wealth Services, LLC | 2,861 | $225.0K | 0.00% | −348−10.8% | Reduced |
| Braun-Bostich & Associates Inc. | 2,749 | $216.3K | 0.13% | −380−12.1% | Reduced |
| Rexford Capital Inc | 2,713 | $213.4K | 0.16% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 2,710 | $213.2K | 0.13% | +2,710 | New |
| Boston Private Wealth LLC | 2,668 | $209.9K | 0.01% | +2,668 | New |
| Baker Tilly Wealth Management, LLC | 2,659 | $209.2K | 0.05% | +2,659 | New |
| Federation des caisses Desjardins du Quebec | 2,658 | $209.1K | 0.00% | +133+5.3% | Added |
| Addison Advisors LLC | 2,642 | $207.8K | 0.05% | +13+0.5% | Added |
| Rosenberg Matthew Hamilton | 2,578 | $202.8K | 0.04% | 00.0% | Unchanged |
| Edgar Lomax Co | 12,845 | $202.8K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Partners, LLC | 2,565 | $201.8K | 0.05% | +2,565 | New |
| National Asset Management, Inc. | 2,547 | $200.4K | 0.01% | +2,547 | New |
| Regions Financial Corp | 2,547 | $200.4K | 0.00% | −26,288−91.2% | Reduced |
| Brio Consultants, LLC | 2,547 | $200.4K | 0.03% | +2,547 | New |
| Diversified Enterprises, LLC | 2,543 | $200.1K | 0.01% | +2,543 | New |
| JCIC Asset Management Inc. | 2,527 | $198.8K | 0.06% | +185+7.9% | Added |
| Nisa Investment Advisors, LLC | 2,166 | $170.4K | 0.00% | +271+14.3% | Added |
| Bessemer Group Inc | 1,883 | $148.0K | 0.00% | +679+56.4% | Added |
| Bruce G. Allen Investments, LLC | 1,866 | $146.8K | 0.10% | 00.0% | Unchanged |
| Huntington National Bank | 1,846 | $145.2K | 0.00% | +556+43.1% | Added |
| Ronald Blue Trust, Inc. | 1,691 | $133.0K | 0.00% | −449−21.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,690 | $133.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,625 | $127.8K | 0.00% | +1,428+724.9% | Added |
| Rothschild Investment LLC | 1,615 | $127.0K | 0.01% | +21+1.3% | Added |
| Fifth Third Bancorp | 1,591 | $125.2K | 0.00% | −463−22.5% | Reduced |
| Grove Bank & Trust | 1,590 | $125.1K | 0.01% | −48−2.9% | Reduced |
| Umb Bank N A | 1,588 | $124.9K | 0.00% | +169+11.9% | Added |
| CoreCap Advisors, LLC | 1,534 | $120.7K | 0.00% | +1,104+256.7% | Added |
| Salomon & Ludwin, LLC | 1,418 | $115.1K | 0.01% | +158+12.5% | Added |
| Bogart Wealth, LLC | 1,227 | $96.5K | 0.00% | −79−6.0% | Reduced |
| IFP Advisors, Inc | 1,225 | $96.4K | 0.00% | −1,932−61.2% | Reduced |
| SageView Advisory Group, LLC | 1,198 | $94.2K | 0.00% | +1,198 | New |
| Private Trust Co NA | 1,171 | $92.1K | 0.01% | +183+18.5% | Added |
| Parkside Financial Bank & Trust | 1,156 | $90.9K | 0.01% | +391+51.1% | Added |
| AdvisorNet Financial, Inc | 1,139 | $89.6K | 0.00% | +103+9.9% | Added |
| HM Payson & Co | 1,058 | $83.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,020 | $82.1K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 946 | $74.4K | 0.01% | +946 | New |
| Edmond de Rothschild Holding S.A. | 907 | $71.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 896 | $70.5K | 0.00% | +286+46.9% | Added |
| Private Wealth Asset Management, LLC | 874 | $68.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 867 | $68.2K | 0.00% | +37+4.5% | Added |
| CIBC Private Wealth Group, LLC | 854 | $67.2K | 0.00% | −2,606−75.3% | Reduced |
| State of Wyoming | 814 | $64.0K | 0.01% | +10+1.2% | Added |
| Hanson & Doremus Investment Management | 809 | $64.0K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 800 | $62.9K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 780 | $61.4K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 752 | $59.2K | 0.00% | +161+27.2% | Added |
| Sound Income Strategies, LLC | 696 | $57.5K | 0.00% | +612+728.6% | Added |
| Caitong International Asset Management Co., Ltd | 723 | $56.9K | 0.01% | +532+278.5% | Added |
| Paradigm Asset Management Co LLC | 700 | $55.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 689 | $54.2K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 671 | $52.8K | 0.01% | −19−2.8% | Reduced |
| Harbour Investments, Inc. | 669 | $52.6K | 0.00% | −43−6.0% | Reduced |
| Barclays PLC | 661 | $52.0K | 0.00% | −14,424−95.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 575 | $45.2K | 0.00% | +321+126.4% | Added |
| Smithfield Trust Co | 564 | $44.0K | 0.00% | +88+18.5% | Added |
| Cornerstone Planning Group LLC | 498 | $43.3K | 0.01% | +117+30.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 544 | $42.8K | 0.01% | +544 | New |
| SHP Wealth Management | 534 | $42.0K | 0.00% | +534 | New |
| Capital Analysts, LLC | 501 | $40.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 499 | $39.0K | 0.00% | 00.0% | Unchanged |