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Livermore
Livermore
ZHEN

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 2022

Institutional positions in HSBC Holdings PLC as of Dec 31, 2022. 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
316
+33 vs. Q3 2022
Shares held
53.5M
−135.1K (−0.3%) vs. Q3 2022
Total value
$1.67B
+$267.6M (+19.1%) vs. Q3 2022
New holders
72
90 more added
Sold out
39
93 more reduced

6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 316 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 2022: $1.67B
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 2022

Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q3 2022.

Institutions holding HSBC in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Front Row Advisors LLC13$00.00%+13New
PFG Private Wealth Management, LLC4$00.00%+4New
Macroview Investment Management LLC2$620.00%00.0%Unchanged
EWG Elevate Inc.10$3120.00%+10New
CIBC Private Wealth Group, LLC20,899$6510.00%−9,767−31.8%Reduced
Lansing Street Advisors24$7480.00%+24New
Cullen/Frost Bankers, Inc.28$8570.00%+1+3.7%Added
SRS Capital Advisors, Inc.29$9040.00%00.0%Unchanged
Tyler-Stone Wealth Management31$1.00K0.00%00.0%Unchanged
Sageworth Trust Co42$1.00K0.00%+42New
Key Financial Inc39$1.02K0.00%00.0%Unchanged
Antonetti Capital Management LLC39$1.22K0.00%00.0%Unchanged
Hollencrest Capital Management54$1.68K0.00%+54New
PFS Partners, LLC55$1.73K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.59$1.84K0.00%−9−13.2%Reduced
New England Capital Financial Advisors LLC50$1.84K0.00%+50New
Archer Investment Corp65$2.02K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC55$2.03K0.00%+55New
Sofos Investments, Inc.31$2.10K0.02%−125−80.1%Reduced
RWM Asset Management, LLC70$2.18K0.00%00.0%Unchanged
Farther Finance Advisors, LLC84$2.62K0.00%+84New
AXA S.A.89$2.77K0.00%00.0%Unchanged
Federated Hermes, Inc.89$2.77K0.00%00.0%Unchanged
Valley National Advisers Inc100$3.00K0.00%00.0%Unchanged
Asset Dedication, LLC100$3.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.86$3.00K0.00%+86New
Iron Horse Wealth Management, LLC100$3.00K0.00%+100New
Ten Capital Wealth Advisors, LLC100$3.12K0.00%+100New
M&R Capital Management Inc105$3.27K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC105$3.27K0.00%+105New
Whittier Trust Co of Nevada Inc110$3.43K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC114$3.55K0.00%00.0%Unchanged
Laurel Wealth Planning LLC125$3.90K0.00%00.0%Unchanged
JJJ Advisors Inc.112$3.97K0.00%−40−26.3%Reduced
PrairieView Partners, LLC146$4.00K0.00%00.0%Unchanged
Financial Connections Group, Inc.143$4.00K0.00%00.0%Unchanged
Accel Wealth Management131$4.08K0.00%00.0%Unchanged
Coastal Capital Group, Inc.163$4.25K0.00%00.0%Unchanged
Beacon Capital Management, LLC141$4.39K0.00%00.0%Unchanged
Eagle Bay Advisors LLC142$4.42K0.00%+142New
Prestige Wealth Management Group LLC143$4.46K0.00%00.0%Unchanged
Duncker Streett & Co Inc148$4.61K0.00%00.0%Unchanged
Baldwin Brothers Inc150$4.67K0.00%+150New
Addison Advisors LLC154$4.80K0.00%−300−66.1%Reduced
RFP Financial Group LLC157$4.89K0.00%+157New
FinTrust Capital Advisors, LLC168$5.24K0.00%00.0%Unchanged
Washington Trust Co173$5.39K0.00%+173New
Bell Investment Advisors, Inc183$5.70K0.00%+17+10.2%Added
CoreCap Advisors, LLC190$5.92K0.00%+190New
Brown Brothers Harriman & Co208$6.48K0.00%−259−55.5%Reduced
Harbour Investments, Inc.210$6.53K0.00%−193−47.9%Reduced
CoreFirst Bank & Trust212$6.61K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC219$6.82K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA234$7.00K0.00%+234New
Bartlett & Co. Wealth Management LLC254$7.92K0.00%00.0%Unchanged
Bartlett & Co. LLC254$8.00K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.270$8.41K0.01%00.0%Unchanged
Cary Street Partner Investment Advisory LLC282$8.79K0.00%+282New
Fifth Third Bancorp285$8.88K0.00%−6−2.1%Reduced
First Horizon Advisors, Inc.305$9.52K0.00%+113+58.9%Added
Schubert & Co333$10.4K0.01%+333New
Arlington Partners LLC335$10.4K0.00%00.0%Unchanged
Money Concepts Capital Corp367$11.4K0.00%+367New
Macquarie Group Ltd405$13.0K0.00%+17+4.4%Added
Raffa Wealth Management, LLC427$13.3K0.01%00.0%Unchanged
Tortoise Investment Management, LLC433$13.5K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC443$13.8K0.00%−985−69.0%Reduced
Boyd Watterson Asset Management LLC523$16.3K0.01%+523New
Hantz Financial Services, Inc.533$17.0K0.00%+144+37.0%Added
Comerica Securities,inc.546$17.0K0.00%+546New
Allworth Financial LP563$17.5K0.00%−120−17.6%Reduced
Newbridge Financial Services Group, Inc.600$18.7K0.01%+600New
Adirondack Trust Co607$18.9K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC642$20.0K0.00%−36−5.3%Reduced
JFS Wealth Advisors, LLC665$20.7K0.00%+150+29.1%Added
Column Capital Advisors, LLC718$22.4K0.00%+477+197.9%Added
Advisors Asset Management, Inc.749$23.3K0.00%+599+399.3%Added
Sargent Bickham Lagudis LLC757$23.6K0.00%00.0%Unchanged
Cyrus J. Lawrence, LLC765$24.0K0.01%+765New
Belvedere Trading LLC784$24.4K0.01%−11,555−93.6%Reduced
Hanson & Doremus Investment Management809$25.0K0.01%00.0%Unchanged
Baker Avenue Asset Management, LP813$25.3K0.00%+813New
Tower Research Capital LLC (TRC)860$27.0K0.00%−1,397−61.9%Reduced
Edmond de Rothschild Holding S.A.907$28.3K0.00%00.0%Unchanged
GWM Advisors LLC1,919$30.7K0.00%+1,919New
Banque Cantonale Vaudoise1,000$31.0K0.00%00.0%Unchanged
Atlas Capital Advisors LLC1,107$34.5K0.01%00.0%Unchanged
Bessemer Group Inc1,200$37.0K0.00%−425−26.2%Reduced
Bogart Wealth, LLC1,224$38.1K0.00%00.0%Unchanged
Global Retirement Partners, LLC1,232$38.4K0.00%+144+13.2%Added
Financial Management Professionals, Inc.1,311$41.0K0.01%+1,096+509.8%Added
Park Place Capital Corp1,348$42.0K0.01%+1,348New
Umb Bank N A1,394$43.0K0.00%−20−1.4%Reduced
BNP Paribas Arbitrage, SA1,454$45.3K0.00%+1,401+2,643.4%Added
Godsey & Gibb Associates1,474$45.9K0.01%−290−16.4%Reduced
Whittier Trust Co1,477$46.0K0.00%00.0%Unchanged
JCIC Asset Management Inc.1,530$48.0K0.02%−45−2.9%Reduced
TD Private Client Wealth LLC1,571$49.0K0.00%+1,455+1,254.3%Added
Belpointe Asset Management LLC1,589$49.5K0.00%+1,589New
Hexagon Capital Partners LLC1,926$60.0K0.02%+58+3.1%Added