HSBC Holdings PLC

HSBC

交易所: NYSE
產業: Savings Institution, Federally Chartered
SEC CIK: 0001089113

SEC 申報列表（在新分頁開啟）

近 90 天，HSBC Holdings PLC 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 713 家機構在 13F 申報持有，市值合計 $80.0 億；沒有大師持有。

其他股別HBCYF

2025 年第 3 季與 2025 年第 2 季比較

持有 HSBC Holdings PLC 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人 2025 年第 2 季全部持有人

HSBC 的 13F 持有人：2025 年第 2 季與 2025 年第 3 季比較
項目	2025 年第 2 季	其中尚未申報 2025 年第 3 季	2025 年第 3 季	變化
持有家數	513	9	555	+51
股數	7,704 萬	4.56 萬	7,954 萬	+254.2 萬 (+3.3%)
市值	$46.8 億	$277.4 萬	$56.4 億	+$9.64 億 (+20.6%)

9 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（98 家）

2025 年第 3 季季末持有 HSBC Holdings PLC、2025 年第 2 季季末沒有持有的機構。

2025 年第 3 季新進 HSBC 的機構
機構	股數	市值	佔組合 %
Clearbridge Investments, LLC	815,859	$5,791 萬	0.04%
Foresight Global Investors, Inc.	180,475	$1,281 萬	7.60%
Factory Mutual Insurance Co	77,552	$550.5 萬	0.05%
Shilanski & Associates, Inc.	72,432	$514.1 萬	1.37%
CAPROCK Group, Inc.	59,569	$387.0 萬	0.10%
Jackson Wealth Management, LLC	50,188	$356.2 萬	0.36%
Dynasty Wealth Management, LLC	22,025	$156.3 萬	0.02%
Advisors Preferred, LLC	19,231	$137.2 萬	0.20%
Jain Global LLC	19,321	$137.1 萬	0.02%
Legacy Financial Advisors, Inc.	18,757	$133.1 萬	0.18%
Tower Research Capital LLC (TRC)	17,817	$126.5 萬	0.03%
Centiva Capital, LP	14,412	$102.3 萬	0.10%
Oppenheimer Asset Management Inc.	11,933	$84.7 萬	0.01%
Wolverine Trading, LLC	8,934	$63.0 萬	0.01%
Marks Group Wealth Management, Inc	8,738	$62.0 萬	0.06%
Brucke Financial, Inc.	8,181	$57.3 萬	0.34%
Catalytic Wealth RIA, LLC	8,015	$56.9 萬	0.02%
Delta Financial Advisors LLC	7,850	$55.7 萬	0.16%
Fox Run Management, L.L.C.	7,274	$51.6 萬	0.08%
Foundations Investment Advisors, LLC	7,208	$51.2 萬	0.01%
StoneX Group Inc.	7,036	$49.9 萬	0.02%
Arrowstreet Capital, Limited Partnership	6,237	$44.3 萬	0.00%
a16z Perennial Management, L.P.	6,052	$43.0 萬	0.03%
Resources Investment Advisors, LLC.	5,640	$40.0 萬	0.00%
GWN Securities Inc.	5,560	$39.7 萬	0.09%
Golden State Equity Partners	4,799	$34.1 萬	0.06%
Brighton Jones LLC	4,462	$31.7 萬	0.01%
Freestone Capital Holdings, LLC	4,429	$31.4 萬	0.01%
Hilltop Holdings Inc.	4,293	$30.5 萬	0.02%
Portside Wealth Group, LLC	4,275	$30.3 萬	0.04%
Nilsine Partners, LLC	4,119	$29.2 萬	0.03%
Carter Financial Group, INC.	4,097	$29.1 萬	0.18%
Resonant Capital Advisors, LLC	4,081	$29.0 萬	0.02%
Allianz Asset Management GmbH	3,900	$27.7 萬	0.00%
Wealth Alliance	3,835	$27.2 萬	0.03%
Partners Wealth Management, LLC	3,595	$25.5 萬	0.25%
Ashton Thomas Private Wealth, LLC	3,530	$25.1 萬	0.01%
Venturi Wealth Management, LLC	3,476	$24.7 萬	0.01%
Verition Fund Management LLC	3,278	$23.3 萬	0.00%
Vontobel Holding Ltd.	3,270	$23.2 萬	0.00%
Prospect Financial Group LLC	3,255	$23.1 萬	0.23%
Fulcrum Equity Management	3,253	$23.1 萬	0.23%
Sovran Advisors, LLC	3,248	$22.9 萬	0.02%
Kestra Private Wealth Services, LLC	3,209	$22.8 萬	0.00%
Modern Wealth Management, LLC	3,181	$22.6 萬	0.00%
TCG Advisory Services, LLC	3,147	$22.3 萬	0.01%
Echo45 Advisors LLC	3,137	$22.3 萬	0.13%
Braun-Bostich & Associates Inc.	3,129	$22.2 萬	0.14%
Monument Capital Management	3,123	$22.2 萬	0.06%
DRW Securities, LLC	3,097	$22.0 萬	0.01%
Warren Averett Asset Management, LLC	3,028	$21.5 萬	0.00%
FMB Wealth Management	3,010	$21.4 萬	0.09%
Commerce Bank	3,010	$21.4 萬	0.00%
Toroso Investments, LLC	2,999	$21.3 萬	0.00%
Diversified Trust Co	2,998	$21.3 萬	0.00%
Pure Financial Advisors, Inc.	2,972	$21.1 萬	0.00%
Ariadne Wealth Management, LP	2,850	$21.0 萬	0.09%
Aptus Capital Advisors, LLC	2,936	$20.8 萬	0.00%
Evoke Wealth, LLC	2,934	$20.8 萬	0.00%
Norden Group LLC	2,874	$20.4 萬	0.02%
JCIC Asset Management Inc.	2,342	$16.6 萬	0.05%
Icon Wealth Advisors, LLC	1,916	$13.6 萬	0.01%
True Wealth Design, LLC	780	$5.54 萬	0.02%
Wealthspire Advisors, LLC	656	$4.66 萬	0.00%
Root Financial Partners, LLC	610	$4.33 萬	0.00%
JPL Wealth Management, LLC	580	$4.12 萬	0.01%
Essential Partners LLC	514	$3.65 萬	0.01%
Retirement Wealth Solutions LLC	447	$3.17 萬	0.02%
Measured Wealth Private Client Group, LLC	369	$2.62 萬	0.01%
Mather Group, LLC.	351	$2.49 萬	0.00%
AXA Investment Managers S.A.	236	$1.68 萬	0.00%
Vermillion Wealth Management, Inc.	160	$1.14 萬	0.00%
Financial Consulate, Inc	151	$1.07 萬	0.00%
First PREMIER Bank	131	$9,000	0.00%
Transamerica Financial Advisors, Inc.	85	$6,033	0.00%
Kozak & Associates, Inc.	79	$5,626	0.00%
Wolff Wiese Magana LLC	68	$4,827	0.00%
Montag A & Associates Inc	67	$4,756	0.00%
Kerr Financial Planning Corp	50	$3,609	0.01%
Westend Capital Management, LLC	50	$3,549	0.00%
Murphy & Mullick Capital Management Corp	50	$3,519	0.00%
American Capital Advisory, LLC	45	$3,195	0.00%
Centerpoint Advisors, LLC	40	$3,000	0.00%
Wiser Advisor Group LLC	41	$2,910	0.00%
Crewe Advisors LLC	36	$2,556	0.00%
Westfuller Advisors, LLC	35	$2,453	0.00%
St Germain D J Co Inc	34	$2,413	0.00%
Central Trust Co	30	$2,130	0.00%
Dunhill Financial, LLC	21	$1,513	0.00%
Marshall & Sterling Wealth Advisors Inc.	20	$1,420	0.00%
Wealth Watch Advisors, INC	18	$1,278	0.00%
Caitlin John, LLC	16	$1,136	0.00%
Rossby Financial, LCC	15	$1,070	0.00%
Palisade Asset Management, LLC	12	$852	0.00%
Turning Point Benefit Group, Inc.	11	$784	0.00%
Orion Capital Management LLC	8	$568	0.00%
Dogwood Wealth Management LLC	6	$426	0.00%
Bear Mountain Capital, Inc.	6	$396	0.00%

清倉機構（47 家）

2025 年第 2 季季末持有 HSBC Holdings PLC、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 HSBC 的機構
機構	2025 年第 2 季股數	2025 年第 2 季市值
Aquatic Capital Management LLC	90,445	$549.8 萬
Quantbot Technologies LP	24,279	$147.6 萬
ICONIQ Capital, LLC	23,745	$144.3 萬
Vestmark Advisory Solutions, Inc.	22,543	$137.0 萬
McDonald Partners LLC	18,334	$111.5 萬
CSS LLC	12,200	$74.2 萬
BKM Wealth Management, LLC	10,941	$66.5 萬
HRT Financial LP	10,084	$61.3 萬
Investors Research Corp	9,666	$58.8 萬
Beacon Pointe Advisors, LLC	8,494	$51.6 萬
Cooper Financial Group	8,075	$49.1 萬
Strategic Global Advisors, LLC	7,715	$46.9 萬
Bayesian Capital Management, LP	7,100	$43.2 萬
Haven Private, LLC	6,288	$38.2 萬
Bryn Mawr Trust Co	5,749	$34.9 萬
Trexquant Investment LP	4,934	$30.0 萬
Quadrature Capital Ltd	4,792	$29.1 萬
Boston Private Wealth LLC	4,256	$25.9 萬
Richard P Slaughter Associates Inc	4,112	$25.0 萬
First Manhattan Co	4,009	$24.4 萬
Wrapmanager Inc	3,803	$23.1 萬
Kingsview Wealth Management, LLC	3,741	$22.7 萬
Jump Financial, LLC	3,630	$22.1 萬
Diametric Capital, LP	3,552	$21.6 萬
Allianz SE	3,125	$19.0 萬
Raiffeisen Bank International AG	1,950	$11.8 萬
Sierra Ocean, LLC	1,531	$9.31 萬
Twin Peaks Wealth Advisors, LLC	1,086	$7.06 萬
Headlands Technologies LLC	1,101	$6.69 萬
Ridgewood Investments LLC	1,073	$6.52 萬
Garde Capital, Inc.	750	$4.56 萬
Whipplewood Advisors, LLC	604	$3.67 萬
Raleigh Capital Management Inc.	537	$3.26 萬
Whittier Trust Co	535	$3.25 萬
Opal Wealth Advisors, LLC	511	$3.11 萬
Accent Capital Management, LLC	500	$3.04 萬
NewSquare Capital LLC	432	$2.63 萬
South State Corp.	223	$1.36 萬
AXA S.A.	118	$7,173
FNY Investment Advisers, LLC	100	$6,000
Stephens Consulting, LLC	95	$5,776
SWAN Capital LLC	42	$2,553
Thurston, Springer, Miller, Herd & Titak, Inc.	33	$2,006
Mount Yale Investment Advisors, LLC	26	$1,581
Proathlete Wealth Management LLC	16	$972
High Note Wealth, LLC	15	$912
Blume Capital Management, Inc.	4	$244

尚未申報 2025 年第 3 季的機構（9 家）

2025 年第 2 季季末持有 HSBC Holdings PLC、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 2 季持有 HSBC、尚未申報 2025 年第 3 季的機構
機構	2025 年第 2 季股數	2025 年第 2 季市值
Avantax Advisory Services, Inc.	22,818	$138.7 萬
Congress Wealth Management LLC	9,132	$55.5 萬
Atlas Capital Advisors LLC	8,083	$49.1 萬
EP Wealth Advisors, LLC	4,962	$30.2 萬
First Horizon Advisors, Inc.	152	$9,290
Legacy Investment Solutions, LLC	144	$8,754
PrairieView Partners, LLC	135	$8,000
Oliver Lagore Vanvalin Investment Group	108	$6,202
Iron Horse Wealth Management, LLC	100	$6,079