HSBC Holdings PLC
HSBCFigures shown here come from public SEC filings. Dates beside each section show the available history.
How HSBC Holdings PLC Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 11 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 26, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Atria Investments, Inc | 2026-03-31 | 26,876 | Not shown | SEC filing |
| FMR LLC | 2026-03-31 | 3,776,696 | Not shown | SEC filing |
| HM PAYSON & CO | 2026-03-31 | 1,058 | Not shown | SEC filing |
| STATE STREET CORP | 2026-03-31 | 14,767 | Not shown | SEC filing |
| MAI Capital Management | 2026-03-31 | 21,038 | Not shown | SEC filing |
| DELTA FINANCIAL ADVISORS LLC | 2026-03-31 | 11,534 | Not shown | SEC filing |
| Braun-Bostich & Associates Inc. | 2026-03-31 | 2,565 | Not shown | SEC filing |
| DAVENPORT & Co LLC | 2026-03-31 | 43,702 | Not shown | SEC filing |
| True Link Financial Advisors, LLC | 2026-03-31 | 55 | Not shown | SEC filing |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2026-03-31 | 5,631 | Not shown | SEC filing |
| OneDigital Investment Advisors LLC | 2026-03-31 | 7,133 | Not shown | SEC filing |
| Financial Connections Group, Inc. | 2026-03-31 | 143 | Not shown | SEC filing |
| Focus Partners Wealth | 2026-03-31 | 33,961 | Not shown | SEC filing |
| Westfuller Advisors, LLC | 2026-03-31 | 35 | Not shown | SEC filing |
| INSIGNEO ADVISORY SERVICES, LLC | 2026-03-31 | 2,992 | Not shown | SEC filing |
| WPG Advisers, LLC | 2026-03-31 | 93 | Not shown | SEC filing |
| LAZARD ASSET MANAGEMENT LLC | 2026-03-31 | 12,953 | Not shown | SEC filing |
| Gallacher Capital Management LLC | 2026-03-31 | 6,820 | Not shown | SEC filing |
| Retirement Wealth Solutions LLC | 2026-03-31 | 367 | Not shown | SEC filing |
| Glen Eagle Advisors, LLC | 2026-03-31 | 39 | Not shown | SEC filing |
- Each value is checked against HSBC Holdings PLC's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-07 | Palomaki Daniel Scott · Global Financial Controller | Ordinary shares of US$0.50 | S — Open market or private sale | −23,123 | 18.11 | SEC filing |
| 2026-03-27 | Bingham Jonathan · Global Financial Controller | Ordinary shares of US$0.50 | P — Open market or private purchase | +13 | 15.81 | SEC filing |
Showing 2 of 2 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-22 | Palomaki Daniel Scott · Global Financial Controller | Dividend Equivalent Rights | A — Grant, award, or other acquisition | +88 | SEC filing |
| 2026-03-20 | Bingham Jonathan · Global Financial Controller | Dividend Equivalent Rights | A — Grant, award, or other acquisition | +792 | SEC filing |
Showing 2 of 2 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.