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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 19,725 | $614.6K | 0.04% | −80,294−80.3% | Reduced |
| SeaBridge Investment Advisors LLC | 19,965 | $622.1K | 0.22% | −5,812−22.5% | Reduced |
| RBF Capital, LLC | 20,000 | $623.0K | 0.05% | −10,000−33.3% | Reduced |
| WealthTrust Asset Management, LLC | 20,052 | $624.8K | 0.60% | +20,052 | New |
| Jarislowsky, Fraser Ltd | 20,585 | $641.4K | 0.00% | −450−2.1% | Reduced |
| Morningstar Investment Services LLC | 20,495 | $660.0K | 0.01% | −934−4.4% | Reduced |
| Pzena Investment Management LLC | 21,662 | $675.0K | 0.00% | +21,662 | New |
| Schechter Investment Advisors, LLC | 21,806 | $679.5K | 0.06% | +13,223+154.1% | Added |
| Quadrant Capital Group LLC | 21,844 | $680.7K | 0.08% | +2,980+15.8% | Added |
| Systematic Alpha Investments, LLC | 23,000 | $716.7K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 23,064 | $718.7K | 0.01% | +3,564+18.3% | Added |
| Profund Advisors LLC | 23,474 | $731.5K | 0.05% | +1,125+5.0% | Added |
| Lake Street Advisors Group, LLC | 23,755 | $740.0K | 0.05% | −748−3.1% | Reduced |
| Axq Capital, LP | 24,021 | $748.5K | 0.52% | +24,021 | New |
| Verdence Capital Advisors LLC | 24,209 | $754.4K | 0.09% | +24,209 | New |
| Pathstone Family Office, LLC | 42,131 | $759.7K | 0.02% | +7,817+22.8% | Added |
| Two Sigma Securities, LLC | 25,053 | $780.7K | 0.11% | −46,565−65.0% | Reduced |
| Vontobel Holding Ltd. | 25,765 | $802.8K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 26,827 | $835.9K | 0.01% | +26,827 | New |
| Forum Financial Management, LP | 27,070 | $843.5K | 0.03% | +30.0% | Added |
| Karpas Strategies, LLC | 27,200 | $847.6K | 0.30% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 27,414 | $854.0K | 0.06% | +27,414 | New |
| Ashton Thomas Private Wealth, LLC | 28,527 | $888.9K | 0.09% | +28,527 | New |
| Signaturefd, LLC | 28,881 | $899.9K | 0.03% | +1,058+3.8% | Added |
| Invesco Ltd. | 28,959 | $902.4K | 0.00% | +4,375+17.8% | Added |
| Stifel Financial Corp | 29,112 | $907.1K | 0.00% | −36,645−55.7% | Reduced |
| Commonwealth Equity Services, LLC | 29,493 | $919.0K | 0.00% | +299+1.0% | Added |
| Pacer Advisors, Inc. | 29,732 | $926.4K | 0.00% | +29,732 | New |
| Eagle Asset Management Inc | 29,321 | $927.0K | 0.01% | +29,321 | New |
| Level Four Advisory Services, LLC | 29,773 | $927.7K | 0.07% | −6,260−17.4% | Reduced |
| Captrust Financial Advisors | 29,983 | $934.3K | 0.00% | +29,983 | New |
| CI Private Wealth, LLC | 31,234 | $973.5K | 0.00% | +31,234 | New |
| MML Investors Services, LLC | 31,300 | $975.0K | 0.01% | −292−0.9% | Reduced |
| Capital Fund Management S.A. | 31,302 | $975.4K | 0.02% | +31,302 | New |
| Voya Investment Management LLC | 32,550 | $1.01M | 0.00% | +32,550 | New |
| Campbell & CO Investment Adviser LLC | 32,680 | $1.02M | 0.24% | +32,680 | New |
| Ethic Inc. | 34,290 | $1.07M | 0.06% | −3,817−10.0% | Reduced |
| Ritholtz Wealth Management | 34,295 | $1.07M | 0.06% | +2,422+7.6% | Added |
| Oppenheimer & Co Inc | 37,017 | $1.15M | 0.03% | +443+1.2% | Added |
| SEI Investments Co | 37,756 | $1.18M | 0.00% | −756−2.0% | Reduced |
| ExodusPoint Capital Management, LP | 38,426 | $1.20M | 0.02% | +38,426 | New |
| JustInvest LLC | 40,981 | $1.28M | 0.05% | −3,627−8.1% | Reduced |
| Barclays PLC | 42,352 | $1.32M | 0.00% | −20,062−32.1% | Reduced |
| HighTower Advisors, LLC | 42,619 | $1.33M | 0.00% | −5,681−11.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 44,716 | $1.39M | 0.00% | +2,380+5.6% | Added |
| Janney Montgomery Scott LLC | 45,397 | $1.42M | 0.01% | +14,002+44.6% | Added |
| Earnest Partners LLC | 45,605 | $1.42M | 0.01% | +6,173+15.7% | Added |
| Koss-Olinger Consulting, LLC | 45,930 | $1.43M | 0.21% | +34,276+294.1% | Added |
| Parallax Volatility Advisers, L.P. | 46,975 | $1.46M | 0.04% | −244,228−83.9% | Reduced |
| Qtron Investments LLC | 47,742 | $1.49M | 0.31% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 48,611 | $1.51M | 0.00% | −51,954−51.7% | Reduced |
| Cubist Systematic Strategies, LLC | 48,875 | $1.52M | 0.01% | +9,539+24.3% | Added |
| Naviter Wealth, LLC | 43,019 | $1.58M | 0.43% | +4,612+12.0% | Added |
| Wetherby Asset Management Inc | 50,718 | $1.58M | 0.10% | +1,176+2.4% | Added |
| The PNC Financial Services Group, Inc. | 51,511 | $1.61M | 0.00% | +8,529+19.8% | Added |
| Veriti Management LLC | 52,229 | $1.63M | 0.22% | −1,643−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 53,329 | $1.66M | 0.00% | −51,737−49.2% | Reduced |
| West Family Investments, Inc. | 56,692 | $1.77M | 0.60% | +2,408+4.4% | Added |
| Thomas White International Ltd | 59,519 | $1.85M | 0.41% | +59,519 | New |
| Advisor Partners II, LLC | 61,113 | $1.90M | 0.12% | +4,969+8.9% | Added |
| Integrated Wealth Concepts LLC | 64,814 | $2.02M | 0.05% | −702−1.1% | Reduced |
| Yousif Capital Management, LLC | 66,933 | $2.09M | 0.03% | 00.0% | Unchanged |
| Ergoteles LLC | 67,823 | $2.11M | 0.08% | +67,823 | New |
| Brinker Capital Investments, LLC | 70,994 | $2.21M | 0.04% | +56,597+393.1% | Added |
| Old Port Advisors | 72,060 | $2.25M | 0.85% | +1,406+2.0% | Added |
| O'Shaughnessy Asset Management, LLC | 72,176 | $2.25M | 0.04% | −3,587−4.7% | Reduced |
| Miracle Mile Advisors, LLC | 73,391 | $2.29M | 0.08% | +73,391 | New |
| Mariner, LLC | 74,254 | $2.31M | 0.01% | −16,751−18.4% | Reduced |
| LPL Financial LLC | 74,364 | $2.32M | 0.00% | +976+1.3% | Added |
| UBS Group AG | 76,273 | $2.38M | 0.00% | −99,161−56.5% | Reduced |
| Regions Financial Corp | 77,365 | $2.41M | 0.02% | +48,737+170.2% | Added |
| Comerica Bank | 69,891 | $2.54M | 0.02% | +658+1.0% | Added |
| Summit Global Investments | 83,464 | $2.60M | 0.22% | +435+0.5% | Added |
| US Bancorp | 87,042 | $2.71M | 0.00% | +32,028+58.2% | Added |
| Creative Planning | 92,113 | $2.87M | 0.00% | +5,804+6.7% | Added |
| Mercer Global Advisors Inc | 100,714 | $3.14M | 0.02% | +3,994+4.1% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $3.35M | 1.58% | 00.0% | Unchanged |
| M&T Bank Corp | 110,901 | $3.46M | 0.01% | +9,072+8.9% | Added |
| Bank of New York Mellon Corp | 125,865 | $3.92M | 0.00% | +48,386+62.5% | Added |
| Susquehanna Fundamental Investments, LLC | 139,998 | $4.36M | 0.08% | +83,637+148.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 144,200 | $4.49M | 0.02% | +73,900+105.1% | Added |
| Balyasny Asset Management LLC | 159,501 | $4.97M | 0.02% | +159,501 | New |
| American Assets Investment Management, LLC | 166,918 | $5.20M | 0.60% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 175,404 | $5.47M | 0.02% | +51,884+42.0% | Added |
| Raymond James & Associates | 178,896 | $5.57M | 0.01% | +30,065+20.2% | Added |
| Renaissance Group LLC | 200,565 | $6.25M | 0.31% | −13,206−6.2% | Reduced |
| Cantor Fitzgerald, L. P. | 214,532 | $6.68M | 0.14% | +214,532 | New |
| Crossmark Global Holdings, Inc. | 249,970 | $7.79M | 0.19% | −22,764−8.3% | Reduced |
| Credit Suisse AG | 250,350 | $7.80M | 0.01% | +211,043+536.9% | Added |
| Meritage Portfolio Management | 251,736 | $7.84M | 0.61% | −8,993−3.4% | Reduced |
| Optiver Holding B.V. | 380,957 | $11.9M | 0.72% | −115,365−23.2% | Reduced |
| Wells Fargo & Company | 395,610 | $12.3M | 0.00% | +184,462+87.4% | Added |
| American Century Companies Inc | 398,117 | $12.4M | 0.01% | +80,438+25.3% | Added |
| Ameriprise Financial Inc | 404,753 | $12.6M | 0.00% | −23,380−5.5% | Reduced |
| Envestnet Asset Management Inc | 432,805 | $13.5M | 0.01% | −36,629−7.8% | Reduced |
| Old Mission Capital LLC | 511,171 | $15.9M | 0.70% | +511,171 | New |
| Bank of Montreal | 520,688 | $16.2M | 0.01% | +442,997+570.2% | Added |
| FMR LLC | 587,458 | $18.3M | 0.00% | −174,661−22.9% | Reduced |
| Voloridge Investment Management, LLC | 719,311 | $22.4M | 0.12% | +83,512+13.1% | Added |
| FIL Ltd | 831,684 | $25.9M | 0.03% | −98,396−10.6% | Reduced |