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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 4,177 | $130.2K | 0.02% | +4,177 | New |
| Steward Partners Investment Advisory, LLC | 3,843 | $119.8K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,835 | $119.5K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,566 | $111.1K | 0.00% | +360+11.2% | Added |
| National Bank of Canada | 3,345 | $104.2K | 0.00% | +35+1.1% | Added |
| Ronald Blue Trust, Inc. | 3,803 | $99.0K | 0.00% | +2,560+206.0% | Added |
| Grove Bank & Trust | 2,945 | $92.0K | 0.02% | +2,945 | New |
| Spire Wealth Management | 2,685 | $84.0K | 0.00% | +1,515+129.5% | Added |
| CWM, LLC | 2,670 | $83.0K | 0.00% | −1,553−36.8% | Reduced |
| Hoey Investments, Inc | 2,600 | $81.0K | 0.04% | +1,500+136.4% | Added |
| Credit Agricole S A | 2,500 | $77.9K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,386 | $74.4K | 0.01% | +2,386 | New |
| Ellevest, Inc. | 2,201 | $68.6K | 0.01% | −1,392−38.7% | Reduced |
| Glassman Wealth Services | 1,958 | $61.0K | 0.01% | −652−25.0% | Reduced |
| Hexagon Capital Partners LLC | 1,926 | $60.0K | 0.02% | +58+3.1% | Added |
| Belpointe Asset Management LLC | 1,589 | $49.5K | 0.00% | +1,589 | New |
| TD Private Client Wealth LLC | 1,571 | $49.0K | 0.00% | +1,455+1,254.3% | Added |
| JCIC Asset Management Inc. | 1,530 | $48.0K | 0.02% | −45−2.9% | Reduced |
| Whittier Trust Co | 1,477 | $46.0K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,474 | $45.9K | 0.01% | −290−16.4% | Reduced |
| BNP Paribas Arbitrage, SA | 1,454 | $45.3K | 0.00% | +1,401+2,643.4% | Added |
| Umb Bank N A | 1,394 | $43.0K | 0.00% | −20−1.4% | Reduced |
| Park Place Capital Corp | 1,348 | $42.0K | 0.01% | +1,348 | New |
| Financial Management Professionals, Inc. | 1,311 | $41.0K | 0.01% | +1,096+509.8% | Added |
| Global Retirement Partners, LLC | 1,232 | $38.4K | 0.00% | +144+13.2% | Added |
| Bogart Wealth, LLC | 1,224 | $38.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,200 | $37.0K | 0.00% | −425−26.2% | Reduced |
| Atlas Capital Advisors LLC | 1,107 | $34.5K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,919 | $30.7K | 0.00% | +1,919 | New |
| Edmond de Rothschild Holding S.A. | 907 | $28.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 860 | $27.0K | 0.00% | −1,397−61.9% | Reduced |
| Baker Avenue Asset Management, LP | 813 | $25.3K | 0.00% | +813 | New |
| Hanson & Doremus Investment Management | 809 | $25.0K | 0.01% | 00.0% | Unchanged |
| Belvedere Trading LLC | 784 | $24.4K | 0.01% | −11,555−93.6% | Reduced |
| Cyrus J. Lawrence, LLC | 765 | $24.0K | 0.01% | +765 | New |
| Sargent Bickham Lagudis LLC | 757 | $23.6K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 749 | $23.3K | 0.00% | +599+399.3% | Added |
| Column Capital Advisors, LLC | 718 | $22.4K | 0.00% | +477+197.9% | Added |
| JFS Wealth Advisors, LLC | 665 | $20.7K | 0.00% | +150+29.1% | Added |
| HHM Wealth Advisors, LLC | 642 | $20.0K | 0.00% | −36−5.3% | Reduced |
| Adirondack Trust Co | 607 | $18.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 600 | $18.7K | 0.01% | +600 | New |
| Allworth Financial LP | 563 | $17.5K | 0.00% | −120−17.6% | Reduced |
| Comerica Securities,inc. | 546 | $17.0K | 0.00% | +546 | New |
| Hantz Financial Services, Inc. | 533 | $17.0K | 0.00% | +144+37.0% | Added |
| Boyd Watterson Asset Management LLC | 523 | $16.3K | 0.01% | +523 | New |
| EverSource Wealth Advisors, LLC | 443 | $13.8K | 0.00% | −985−69.0% | Reduced |
| Tortoise Investment Management, LLC | 433 | $13.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 427 | $13.3K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 405 | $13.0K | 0.00% | +17+4.4% | Added |
| Money Concepts Capital Corp | 367 | $11.4K | 0.00% | +367 | New |
| Arlington Partners LLC | 335 | $10.4K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 333 | $10.4K | 0.01% | +333 | New |
| First Horizon Advisors, Inc. | 305 | $9.52K | 0.00% | +113+58.9% | Added |
| Fifth Third Bancorp | 285 | $8.88K | 0.00% | −6−2.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 282 | $8.79K | 0.00% | +282 | New |
| Legend Financial Advisors, Inc. | 270 | $8.41K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 254 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 254 | $7.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 234 | $7.00K | 0.00% | +234 | New |
| Plante Moran Financial Advisors, LLC | 219 | $6.82K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 212 | $6.61K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 210 | $6.53K | 0.00% | −193−47.9% | Reduced |
| Brown Brothers Harriman & Co | 208 | $6.48K | 0.00% | −259−55.5% | Reduced |
| CoreCap Advisors, LLC | 190 | $5.92K | 0.00% | +190 | New |
| Bell Investment Advisors, Inc | 183 | $5.70K | 0.00% | +17+10.2% | Added |
| Washington Trust Co | 173 | $5.39K | 0.00% | +173 | New |
| FinTrust Capital Advisors, LLC | 168 | $5.24K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 157 | $4.89K | 0.00% | +157 | New |
| Addison Advisors LLC | 154 | $4.80K | 0.00% | −300−66.1% | Reduced |
| Baldwin Brothers Inc | 150 | $4.67K | 0.00% | +150 | New |
| Duncker Streett & Co Inc | 148 | $4.61K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 143 | $4.46K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 142 | $4.42K | 0.00% | +142 | New |
| Beacon Capital Management, LLC | 141 | $4.39K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 163 | $4.25K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 131 | $4.08K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 146 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $4.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 112 | $3.97K | 0.00% | −40−26.3% | Reduced |
| Laurel Wealth Planning LLC | 125 | $3.90K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 114 | $3.55K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 110 | $3.43K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 105 | $3.27K | 0.00% | +105 | New |
| M&R Capital Management Inc | 105 | $3.27K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 100 | $3.12K | 0.00% | +100 | New |
| Valley National Advisers Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 86 | $3.00K | 0.00% | +86 | New |
| Iron Horse Wealth Management, LLC | 100 | $3.00K | 0.00% | +100 | New |
| AXA S.A. | 89 | $2.77K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 89 | $2.77K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 84 | $2.62K | 0.00% | +84 | New |
| RWM Asset Management, LLC | 70 | $2.18K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 31 | $2.10K | 0.02% | −125−80.1% | Reduced |
| ICA Group Wealth Management, LLC | 55 | $2.03K | 0.00% | +55 | New |
| Archer Investment Corp | 65 | $2.02K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $1.84K | 0.00% | +50 | New |
| Financial Synergies Wealth Advisors, Inc. | 59 | $1.84K | 0.00% | −9−13.2% | Reduced |