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.
| 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 2022
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 1,958 | $61.0K | 0.01% | −652−25.0% | Reduced |
| Ellevest, Inc. | 2,201 | $68.6K | 0.01% | −1,392−38.7% | Reduced |
| Romano Brothers and Company | 2,386 | $74.4K | 0.01% | +2,386 | New |
| Credit Agricole S A | 2,500 | $77.9K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,600 | $81.0K | 0.04% | +1,500+136.4% | Added |
| CWM, LLC | 2,670 | $83.0K | 0.00% | −1,553−36.8% | Reduced |
| Spire Wealth Management | 2,685 | $84.0K | 0.00% | +1,515+129.5% | Added |
| Grove Bank & Trust | 2,945 | $92.0K | 0.02% | +2,945 | New |
| Ronald Blue Trust, Inc. | 3,803 | $99.0K | 0.00% | +2,560+206.0% | Added |
| National Bank of Canada | 3,345 | $104.2K | 0.00% | +35+1.1% | Added |
| Federation des caisses Desjardins du Quebec | 3,566 | $111.1K | 0.00% | +360+11.2% | Added |
| Rosenberg Matthew Hamilton | 3,835 | $119.5K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,843 | $119.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,177 | $130.2K | 0.02% | +4,177 | New |
| Clear Street Markets LLC | 4,500 | $140.0K | 0.03% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $141.0K | 0.26% | – | – |
| Cutler Group LP | 4,608 | $143.0K | 0.02% | −45,645−90.8% | Reduced |
| Advisory Services Network, LLC | 4,619 | $143.9K | 0.00% | +4,619 | New |
| BerganKDV Wealth Management, LLC | 4,721 | $147.1K | 0.02% | −3,000−38.9% | Reduced |
| Lindbrook Capital, LLC | 5,222 | $162.7K | 0.02% | −1,639−23.9% | Reduced |
| Parallel Advisors, LLC | 5,575 | $173.7K | 0.01% | −1,662−23.0% | Reduced |
| Geneos Wealth Management Inc. | 5,879 | $183.2K | 0.01% | −100−1.7% | Reduced |
| Credential Qtrade Securities Inc. | 6,421 | $200.1K | 0.01% | +6,421 | New |
| Huntington National Bank | 6,442 | $200.7K | 0.00% | +4,014+165.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 6,537 | $203.7K | 0.00% | −15,232−70.0% | Reduced |
| Rathbone Brothers plc | 5,600 | $207.6K | 0.00% | +5,600 | New |
| Cetera Advisors LLC | 6,716 | $209.3K | 0.00% | +6,716 | New |
| Keel Point, LLC | 6,837 | $213.0K | 0.03% | +6,837 | New |
| LGT Group Foundation | 6,925 | $215.8K | 0.01% | +6,925 | New |
| Bokf, NA | 6,977 | $217.4K | 0.00% | −4,727−40.4% | Reduced |
| Gabelli Funds LLC | 7,000 | $218.1K | 0.00% | +7,000 | New |
| New York State Common Retirement Fund | 7,336 | $228.6K | 0.00% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 7,349 | $229.0K | 0.05% | +2,700+58.1% | Added |
| Fisher Asset Management, LLC | 7,409 | $231.0K | 0.00% | +7,409 | New |
| Bailard, Inc. | 7,448 | $232.1K | 0.01% | −1,657−18.2% | Reduced |
| Mission Wealth Management, LP | 7,629 | $237.7K | 0.01% | +7,629 | New |
| Crumly & Associates Inc. | 7,672 | $239.1K | 0.09% | −1,922−20.0% | Reduced |
| Legacy Financial Advisors, Inc. | 7,696 | $239.8K | 0.05% | +7,696 | New |
| AMG National Trust Bank | 7,709 | $240.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,746 | $241.4K | 0.04% | −4,965−39.1% | Reduced |
| WNY Asset Management, LLC | 7,750 | $241.5K | 0.07% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 7,885 | $245.7K | 0.00% | −1,038−11.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 8,028 | $250.1K | 0.13% | +8,028 | New |
| Ieq Capital, LLC | 8,082 | $251.8K | 0.01% | +8,082 | New |
| Private Advisor Group, LLC | 26,248 | $260.3K | 0.01% | +8,242+45.8% | Added |
| XTX Topco Ltd | 8,503 | $265.0K | 0.06% | −13,953−62.1% | Reduced |
| Allie Family Office LLC | 8,504 | $265.0K | 0.22% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 8,650 | $269.5K | 0.21% | −1,500−14.8% | Reduced |
| Five Oceans Advisors | 8,693 | $270.9K | 0.19% | −10.0% | Reduced |
| Greenleaf Trust | 8,818 | $275.0K | 0.00% | −6,046−40.7% | Reduced |
| HighMark Wealth Management LLC | 9,008 | $280.7K | 0.21% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 9,063 | $282.4K | 0.14% | +29+0.3% | Added |
| Truist Financial Corp | 9,069 | $282.6K | 0.00% | −5,725−38.7% | Reduced |
| Gallacher Capital Management LLC | 9,073 | $282.7K | 0.17% | +9,073 | New |
| Prudential Financial Inc | 9,126 | $284.4K | 0.00% | +392+4.5% | Added |
| Cooper Financial Group | 9,411 | $293.2K | 0.09% | +308+3.4% | Added |
| Zions Bancorporation, N.A. | 9,438 | $294.1K | 0.02% | +8,211+669.2% | Added |
| American Trust Investment Advisors, LLC | 9,555 | $297.7K | 0.19% | −3,010−24.0% | Reduced |
| Deutsche Bank AG | 9,565 | $298.0K | 0.00% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 9,597 | $299.0K | 0.00% | −619−6.1% | Reduced |
| Courier Capital LLC | 9,927 | $309.3K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 10,266 | $319.9K | 0.09% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 10,455 | $325.8K | 0.00% | −3,590−25.6% | Reduced |
| Sage Rhino Capital LLC | 10,549 | $328.7K | 0.10% | −978−8.5% | Reduced |
| Stratos Wealth Advisors, LLC | 10,602 | $330.4K | 0.03% | +10,602 | New |
| Cambridge Investment Research Advisors, Inc. | 11,551 | $360.0K | 0.00% | −4,265−27.0% | Reduced |
| Evergreen Capital Management LLC | 12,012 | $374.3K | 0.02% | −4,684−28.1% | Reduced |
| Blair William & Co | 12,126 | $377.8K | 0.00% | −142−1.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 13,711 | $427.3K | 0.26% | −70−0.5% | Reduced |
| CSS LLC | 14,000 | $436.2K | 0.03% | +3,000+27.3% | Added |
| J.W. Cole Advisors, Inc. | 14,534 | $452.9K | 0.03% | −2,845−16.4% | Reduced |
| Franklin Resources Inc | 14,582 | $454.4K | 0.00% | +1,102+8.2% | Added |
| State Street Corp | 14,657 | $456.7K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 14,793 | $460.9K | 0.18% | −652−4.2% | Reduced |
| Charles Schwab Investment Management Inc | 14,835 | $462.3K | 0.00% | +14,835 | New |
| IFP Advisors, Inc | 8,792 | $470.0K | 0.01% | +6,673+314.9% | Added |
| Vident Investment Advisory, LLC | 15,958 | $497.2K | 0.02% | +3,611+29.2% | Added |
| Vise Technologies, Inc. | 16,001 | $498.6K | 0.16% | +1,962+14.0% | Added |
| Wedbush Securities Inc | 16,288 | $508.0K | 0.03% | +1,291+8.6% | Added |
| Glenmede Trust Co NA | 16,441 | $512.3K | 0.00% | +4,544+38.2% | Added |
| HAP Trading, LLC | 16,941 | $528.0K | 0.09% | −5,974−26.1% | Reduced |
| Park Avenue Securities LLC | 17,242 | $537.0K | 0.01% | −9,986−36.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 17,462 | $544.1K | 0.36% | +3,992+29.6% | Added |
| Strategic Global Advisors, LLC | 17,560 | $547.2K | 0.09% | +4,878+38.5% | Added |
| Sequoia Financial Advisors, LLC | 17,767 | $553.6K | 0.01% | +6,460+57.1% | Added |
| CIBC World Markets Inc. | 18,105 | $564.0K | 0.00% | −6,192−25.5% | Reduced |
| Rockefeller Capital Management L.P. | 18,211 | $566.0K | 0.00% | +7,975+77.9% | Added |
| Quantamental Technologies LLC | 18,287 | $569.8K | 0.26% | +18,287 | New |
| Susquehanna International Group, LLP | 18,289 | $569.9K | 0.00% | +9,413+106.1% | Added |
| Checchi Capital Advisers, LLC | 18,296 | $570.1K | 0.06% | −3,907−17.6% | Reduced |
| TD Waterhouse Canada Inc. | 18,129 | $575.7K | 0.01% | +500+2.8% | Added |
| Thoroughbred Financial Services, LLC | 18,741 | $583.0K | 0.10% | −10,704−36.4% | Reduced |
| Clarius Group, LLC | 18,747 | $584.0K | 0.05% | +2,026+12.1% | Added |
| Cerity Partners LLC | 19,268 | $600.4K | 0.00% | −3,619−15.8% | Reduced |
| McDonald Partners LLC | 19,481 | $607.0K | 0.21% | −2,075−9.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 19,549 | $609.1K | 0.06% | +2,727+16.2% | Added |
| D.A. Davidson & Co. | 19,578 | $610.9K | 0.01% | −29−0.1% | Reduced |
| Twin Tree Management, LP | 19,636 | $611.9K | 0.02% | −1,129,992−98.3% | Reduced |
| First Manhattan Co | 19,648 | $612.2K | 0.00% | −3,112−13.7% | Reduced |
| Cetera Advisor Networks LLC | 19,714 | $614.3K | 0.00% | +2,603+15.2% | Added |