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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.

Institutional holdersQ4 2025: 617 institutions
Q1 2021: 263 institutionsQ2 2021: 262 institutionsQ3 2021: 263 institutionsQ4 2021: 284 institutionsQ1 2022: 297 institutionsQ2 2022: 292 institutionsQ3 2022: 289 institutionsQ4 2022: 316 institutionsQ1 2023: 338 institutionsQ2 2023: 365 institutionsQ3 2023: 375 institutionsQ4 2023: 412 institutionsQ1 2024: 411 institutionsQ2 2024: 419 institutionsQ3 2024: 425 institutionsQ4 2024: 466 institutionsQ1 2025: 507 institutionsQ2 2025: 513 institutionsQ3 2025: 555 institutionsQ4 2025: 617 institutionsQ1 2026: 646 institutionsQ2 2026: 713 institutions
Value heldQ4 2025: $6.53B
Q1 2021: $1.48BQ2 2021: $1.52BQ3 2021: $1.29BQ4 2021: $1.44BQ1 2022: $1.70BQ2 2022: $1.72BQ3 2022: $1.40BQ4 2022: $1.67BQ1 2023: $1.93BQ2 2023: $2.35BQ3 2023: $2.31BQ4 2023: $2.27BQ1 2024: $2.10BQ2 2024: $2.36BQ3 2024: $2.37BQ4 2024: $2.67BQ1 2025: $4.30BQ2 2025: $4.68BQ3 2025: $5.64BQ4 2025: $6.53BQ1 2026: $6.97BQ2 2026: $8.00B
Institutions holding HSBC and their total value by quarter
QuarterHoldersValue
Q2 2026713$8.00B
Q1 2026646$6.97B
Q4 2025617$6.53B
Q3 2025555$5.64B
Q2 2025513$4.68B
Q1 2025507$4.30B
Q4 2024466$2.67B
Q3 2024425$2.37B
Q2 2024419$2.36B
Q1 2024411$2.10B
Q4 2023412$2.27B
Q3 2023375$2.31B
Q2 2023365$2.35B
Q1 2023338$1.93B
Q4 2022316$1.67B
Q3 2022289$1.40B
Q2 2022292$1.72B
Q1 2022297$1.70B
Q4 2021284$1.44B
Q3 2021263$1.29B
Q2 2021262$1.52B
Q1 2021263$1.48B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q3 2025.

Institutions holding HSBC in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Highline Wealth Partners LLC477$37.5K0.01%+10+2.1%Added
Cape Investment Advisory, Inc.469$36.9K0.01%+105+28.8%Added
NBC Securities, Inc.435$34.3K0.00%−909−67.6%Reduced
SJS Investment Consulting Inc.426$33.5K0.00%+426New
Retirement Wealth Solutions LLC419$33.0K0.02%−28−6.3%Reduced
Boyd Watterson Asset Management LLC416$32.7K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC415$32.6K0.02%−30−6.7%Reduced
Inlight Wealth Management, LLC400$31.5K0.01%00.0%Unchanged
Essential Partners LLC397$31.2K0.01%−117−22.8%Reduced
Bell Investment Advisors, Inc383$30.1K0.00%+221+136.4%Added
Measured Wealth Private Client Group, LLC369$29.0K0.01%00.0%Unchanged
Transamerica Financial Advisors, Inc.329$25.9K0.00%+244+287.1%Added
Fairscale Capital, LLC321$25.3K0.02%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.310$24.4K0.00%+310New
Raffa Wealth Management, LLC300$23.6K0.00%+153+104.1%Added
Triumph Capital Management288$22.7K0.00%+288New
UMA Financial Services, Inc.283$22.3K0.00%00.0%Unchanged
Robinswood Financial LLC266$20.9K0.01%00.0%Unchanged
Cornerstone Financial Management LLC264$20.8K0.02%+264New
Signature Equity Partners, LLC261$20.5K0.01%+261New
CX Institutional250$20.0K0.00%+45+22.0%Added
Walleye Capital LLC249$19.6K0.00%+249New
Manning & Napier Advisors LLC243$19.3K0.00%+243New
Zions Bancorporation, National Association236$18.6K0.00%+12+5.4%Added
Atwood & Palmer Inc233$18.3K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC219$17.2K0.00%00.0%Unchanged
Trust Co of Toledo NA214$16.8K0.00%00.0%Unchanged
Creative Financial Designs Inc213$16.8K0.00%00.0%Unchanged
Clear Street Markets LLC200$15.7K0.00%00.0%Unchanged
Costello Asset Management, INC200$15.7K0.01%00.0%Unchanged
MRP Capital Investments, LLC200$15.7K0.01%00.0%Unchanged
Osterweis Capital Management Inc–$15.0K0.00%–New
Valley National Advisers Inc200$15.0K0.00%00.0%Unchanged
Valued Wealth Advisors LLC189$14.9K0.01%00.0%Unchanged
Principia Wealth Advisory, LLC181$14.2K0.01%00.0%Unchanged
Atlantic Union Bankshares Corp180$14.2K0.00%00.0%Unchanged
Bare Financial Services, Inc176$13.8K0.00%−63−26.4%Reduced
Financial Consulate, Inc174$13.7K0.00%+23+15.2%Added
Federated Hermes, Inc.171$13.5K0.00%−19−10.0%Reduced
Fortitude Family Office, LLC169$13.3K0.00%00.0%Unchanged
Roxbury Financial LLC168$13.2K0.01%00.0%Unchanged
Center for Financial Planning, Inc.163$12.8K0.00%00.0%Unchanged
DB Fitzpatrick & Co, Inc160$12.6K0.01%−35−17.9%Reduced
Vermillion Wealth Management, Inc.160$12.6K0.01%00.0%Unchanged
Strategic Wealth Partners, Ltd.160$12.6K0.00%+160New
HHM Wealth Advisors, LLC158$12.4K0.00%00.0%Unchanged
Penserra Capital Management LLC162$12.0K0.00%+162New
Duncker Streett & Co Inc148$11.6K0.00%00.0%Unchanged
Wellington-Altus USA Inc.148$11.6K0.01%+148New
YANKCOM Partnership148$11.6K0.00%+148New
Ancora Advisors, LLC145$11.4K0.00%+145New
Financial Connections Group, Inc.143$11.0K0.00%00.0%Unchanged
CVA Family Office, LLC136$10.7K0.00%00.0%Unchanged
Independence Bank of Kentucky136$10.7K0.00%+136New
IMA Wealth, Inc.123$9.68K0.00%+123New
Golden State Wealth Management, LLC121$9.58K0.00%00.0%Unchanged
Elyxium Wealth, LLC121$9.52K0.00%+121New
North Star Investment Management Corp.121$9.52K0.00%+102+536.8%Added
Rachor Investment Advisory Services, LLC120$9.44K0.01%+120New
Legacy Wealth Managment, LLC111$8.73K0.00%00.0%Unchanged
Bangor Savings Bank104$8.18K0.00%+104New
Chesapeake Asset Management LLC100$7.87K0.01%00.0%Unchanged
Hoey Investments, Inc100$7.87K0.00%00.0%Unchanged
ORG Partners LLC98$7.71K0.00%00.0%Unchanged
WPG Advisers, LLC93$7.32K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC83$6.60K0.00%00.0%Unchanged
Kozak & Associates, Inc.79$6.33K0.00%00.0%Unchanged
Archer Investment Corp80$6.31K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.70$6.16K0.01%+70New
Abound Wealth Management70$5.51K0.00%+44+169.2%Added
Caldwell Sutter Capital, Inc.69$5.43K0.00%00.0%Unchanged
Acumen Wealth Advisors, LLC65$5.11K0.00%+65New
Kilter Group LLC55$4.33K0.00%+35+175.0%Added
Godfrey Financial Associates, Inc.55$4.33K0.00%+55New
Rakuten Securities, Inc.54$4.25K0.00%−60−52.6%Reduced
Hollencrest Capital Management54$4.25K0.00%00.0%Unchanged
WealthCollab, LLC52$4.09K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp52$4.09K0.00%+2+4.0%Added
Dunhill Financial, LLC51$4.04K0.00%+30+142.9%Added
LRI Investments, LLC51$4.00K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC50$3.93K0.00%00.0%Unchanged
Wealth Watch Advisors, INC50$3.93K0.00%+32+177.8%Added
Nemes Rush Group LLC50$3.93K0.00%+50New
Crewe Advisors LLC48$3.78K0.00%+12+33.3%Added
Clean Yield Group48$3.78K0.00%00.0%Unchanged
American Capital Advisory, LLC45$3.54K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC45$3.54K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.44$3.43K0.00%00.0%Unchanged
Tucker Asset Management LLC42$3.30K0.00%+42New
Wiser Advisor Group LLC41$3.23K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC40$3.17K0.00%00.0%Unchanged
JNBA Financial Advisors39$3.07K0.00%+39New
Key Financial Inc39$3.07K0.00%00.0%Unchanged
Stephens Consulting, LLC37$2.91K0.00%+37New
MV Capital Management, Inc.36$2.83K0.00%+36New
Rossby Financial, LCC36$2.83K0.00%+21+140.0%Added
Central Trust Co35$2.76K0.00%+5+16.7%Added
Westfuller Advisors, LLC35$2.74K0.00%00.0%Unchanged
St Germain D J Co Inc34$2.67K0.00%00.0%Unchanged
Bryn Mawr Trust Co34$2.67K0.00%+34New