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 |
|---|---|---|---|---|---|
| Axq Capital, LP | 24,021 | $748.5K | 0.52% | +24,021 | New |
| Lake Street Advisors Group, LLC | 23,755 | $740.0K | 0.05% | −748−3.1% | Reduced |
| Profund Advisors LLC | 23,474 | $731.5K | 0.05% | +1,125+5.0% | Added |
| MAI Capital Management | 23,064 | $718.7K | 0.01% | +3,564+18.3% | Added |
| Systematic Alpha Investments, LLC | 23,000 | $716.7K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 21,844 | $680.7K | 0.08% | +2,980+15.8% | Added |
| Schechter Investment Advisors, LLC | 21,806 | $679.5K | 0.06% | +13,223+154.1% | Added |
| Pzena Investment Management LLC | 21,662 | $675.0K | 0.00% | +21,662 | New |
| Morningstar Investment Services LLC | 20,495 | $660.0K | 0.01% | −934−4.4% | Reduced |
| Jarislowsky, Fraser Ltd | 20,585 | $641.4K | 0.00% | −450−2.1% | Reduced |
| WealthTrust Asset Management, LLC | 20,052 | $624.8K | 0.60% | +20,052 | New |
| RBF Capital, LLC | 20,000 | $623.0K | 0.05% | −10,000−33.3% | Reduced |
| SeaBridge Investment Advisors LLC | 19,965 | $622.1K | 0.22% | −5,812−22.5% | Reduced |
| Quantbot Technologies LP | 19,725 | $614.6K | 0.04% | −80,294−80.3% | Reduced |
| Cetera Advisor Networks LLC | 19,714 | $614.3K | 0.00% | +2,603+15.2% | Added |
| First Manhattan Co | 19,648 | $612.2K | 0.00% | −3,112−13.7% | Reduced |
| Twin Tree Management, LP | 19,636 | $611.9K | 0.02% | −1,129,992−98.3% | Reduced |
| D.A. Davidson & Co. | 19,578 | $610.9K | 0.01% | −29−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 19,549 | $609.1K | 0.06% | +2,727+16.2% | Added |
| McDonald Partners LLC | 19,481 | $607.0K | 0.21% | −2,075−9.6% | Reduced |
| Cerity Partners LLC | 19,268 | $600.4K | 0.00% | −3,619−15.8% | Reduced |
| Clarius Group, LLC | 18,747 | $584.0K | 0.05% | +2,026+12.1% | Added |
| Thoroughbred Financial Services, LLC | 18,741 | $583.0K | 0.10% | −10,704−36.4% | Reduced |
| TD Waterhouse Canada Inc. | 18,129 | $575.7K | 0.01% | +500+2.8% | Added |
| Checchi Capital Advisers, LLC | 18,296 | $570.1K | 0.06% | −3,907−17.6% | Reduced |
| Susquehanna International Group, LLP | 18,289 | $569.9K | 0.00% | +9,413+106.1% | Added |
| Quantamental Technologies LLC | 18,287 | $569.8K | 0.26% | +18,287 | New |
| Rockefeller Capital Management L.P. | 18,211 | $566.0K | 0.00% | +7,975+77.9% | Added |
| CIBC World Markets Inc. | 18,105 | $564.0K | 0.00% | −6,192−25.5% | Reduced |
| Sequoia Financial Advisors, LLC | 17,767 | $553.6K | 0.01% | +6,460+57.1% | Added |
| Strategic Global Advisors, LLC | 17,560 | $547.2K | 0.09% | +4,878+38.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,462 | $544.1K | 0.36% | +3,992+29.6% | Added |
| Park Avenue Securities LLC | 17,242 | $537.0K | 0.01% | −9,986−36.7% | Reduced |
| HAP Trading, LLC | 16,941 | $528.0K | 0.09% | −5,974−26.1% | Reduced |
| Glenmede Trust Co NA | 16,441 | $512.3K | 0.00% | +4,544+38.2% | Added |
| Wedbush Securities Inc | 16,288 | $508.0K | 0.03% | +1,291+8.6% | Added |
| Vise Technologies, Inc. | 16,001 | $498.6K | 0.16% | +1,962+14.0% | Added |
| Vident Investment Advisory, LLC | 15,958 | $497.2K | 0.02% | +3,611+29.2% | Added |
| IFP Advisors, Inc | 8,792 | $470.0K | 0.01% | +6,673+314.9% | Added |
| Charles Schwab Investment Management Inc | 14,835 | $462.3K | 0.00% | +14,835 | New |
| Legacy Wealth Asset Management, LLC | 14,793 | $460.9K | 0.18% | −652−4.2% | Reduced |
| State Street Corp | 14,657 | $456.7K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 14,582 | $454.4K | 0.00% | +1,102+8.2% | Added |
| J.W. Cole Advisors, Inc. | 14,534 | $452.9K | 0.03% | −2,845−16.4% | Reduced |
| CSS LLC | 14,000 | $436.2K | 0.03% | +3,000+27.3% | Added |
| Safeguard Investment Advisory Group, LLC | 13,711 | $427.3K | 0.26% | −70−0.5% | Reduced |
| Blair William & Co | 12,126 | $377.8K | 0.00% | −142−1.2% | Reduced |
| Evergreen Capital Management LLC | 12,012 | $374.3K | 0.02% | −4,684−28.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,551 | $360.0K | 0.00% | −4,265−27.0% | Reduced |
| Stratos Wealth Advisors, LLC | 10,602 | $330.4K | 0.03% | +10,602 | New |
| Sage Rhino Capital LLC | 10,549 | $328.7K | 0.10% | −978−8.5% | Reduced |
| Boston Private Wealth LLC | 10,455 | $325.8K | 0.00% | −3,590−25.6% | Reduced |
| Investors Research Corp | 10,266 | $319.9K | 0.09% | 00.0% | Unchanged |
| Courier Capital LLC | 9,927 | $309.3K | 0.04% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 9,597 | $299.0K | 0.00% | −619−6.1% | Reduced |
| Deutsche Bank AG | 9,565 | $298.0K | 0.00% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 9,555 | $297.7K | 0.19% | −3,010−24.0% | Reduced |
| Zions Bancorporation, N.A. | 9,438 | $294.1K | 0.02% | +8,211+669.2% | Added |
| Cooper Financial Group | 9,411 | $293.2K | 0.09% | +308+3.4% | Added |
| Prudential Financial Inc | 9,126 | $284.4K | 0.00% | +392+4.5% | Added |
| Gallacher Capital Management LLC | 9,073 | $282.7K | 0.17% | +9,073 | New |
| Truist Financial Corp | 9,069 | $282.6K | 0.00% | −5,725−38.7% | Reduced |
| Henry James International Management, Inc. | 9,063 | $282.4K | 0.14% | +29+0.3% | Added |
| HighMark Wealth Management LLC | 9,008 | $280.7K | 0.21% | 00.0% | Unchanged |
| Greenleaf Trust | 8,818 | $275.0K | 0.00% | −6,046−40.7% | Reduced |
| Five Oceans Advisors | 8,693 | $270.9K | 0.19% | −10.0% | Reduced |
| Orleans Capital Management Corp | 8,650 | $269.5K | 0.21% | −1,500−14.8% | Reduced |
| Allie Family Office LLC | 8,504 | $265.0K | 0.22% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,503 | $265.0K | 0.06% | −13,953−62.1% | Reduced |
| Private Advisor Group, LLC | 26,248 | $260.3K | 0.01% | +8,242+45.8% | Added |
| Ieq Capital, LLC | 8,082 | $251.8K | 0.01% | +8,082 | New |
| Argonautica Private Wealth Management, Inc | 8,028 | $250.1K | 0.13% | +8,028 | New |
| Neuberger Berman Group LLC | 7,885 | $245.7K | 0.00% | −1,038−11.6% | Reduced |
| WNY Asset Management, LLC | 7,750 | $241.5K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,746 | $241.4K | 0.04% | −4,965−39.1% | Reduced |
| AMG National Trust Bank | 7,709 | $240.2K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 7,696 | $239.8K | 0.05% | +7,696 | New |
| Crumly & Associates Inc. | 7,672 | $239.1K | 0.09% | −1,922−20.0% | Reduced |
| Mission Wealth Management, LP | 7,629 | $237.7K | 0.01% | +7,629 | New |
| Bailard, Inc. | 7,448 | $232.1K | 0.01% | −1,657−18.2% | Reduced |
| Fisher Asset Management, LLC | 7,409 | $231.0K | 0.00% | +7,409 | New |
| Blueprint Investment Partners LLC | 7,349 | $229.0K | 0.05% | +2,700+58.1% | Added |
| New York State Common Retirement Fund | 7,336 | $228.6K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 7,000 | $218.1K | 0.00% | +7,000 | New |
| Bokf, NA | 6,977 | $217.4K | 0.00% | −4,727−40.4% | Reduced |
| LGT Group Foundation | 6,925 | $215.8K | 0.01% | +6,925 | New |
| Keel Point, LLC | 6,837 | $213.0K | 0.03% | +6,837 | New |
| Cetera Advisors LLC | 6,716 | $209.3K | 0.00% | +6,716 | New |
| Rathbone Brothers plc | 5,600 | $207.6K | 0.00% | +5,600 | New |
| Raymond James Financial Services Advisors, Inc. | 6,537 | $203.7K | 0.00% | −15,232−70.0% | Reduced |
| Huntington National Bank | 6,442 | $200.7K | 0.00% | +4,014+165.3% | Added |
| Credential Qtrade Securities Inc. | 6,421 | $200.1K | 0.01% | +6,421 | New |
| Geneos Wealth Management Inc. | 5,879 | $183.2K | 0.01% | −100−1.7% | Reduced |
| Parallel Advisors, LLC | 5,575 | $173.7K | 0.01% | −1,662−23.0% | Reduced |
| Lindbrook Capital, LLC | 5,222 | $162.7K | 0.02% | −1,639−23.9% | Reduced |
| BerganKDV Wealth Management, LLC | 4,721 | $147.1K | 0.02% | −3,000−38.9% | Reduced |
| Advisory Services Network, LLC | 4,619 | $143.9K | 0.00% | +4,619 | New |
| Cutler Group LP | 4,608 | $143.0K | 0.02% | −45,645−90.8% | Reduced |
| CenterStar Asset Management, LLC | – | $141.0K | 0.26% | – | – |
| Clear Street Markets LLC | 4,500 | $140.0K | 0.03% | 00.0% | Unchanged |