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, Q1 2023
Institutional positions in HSBC Holdings PLC as of Mar 31, 2023. 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
- 338
- +26 vs. Q4 2022
- Shares held
- 56.6M
- +3.17M (+5.9%) vs. Q4 2022
- Total value
- $1.93B
- +$267.7M (+16.1%) vs. Q4 2022
- New holders
- 61
- 130 more added
- Sold out
- 35
- 77 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 10,526,769 | $359.3M | 0.12% | +341,151+3.3% | Added |
| Morgan Stanley | 7,319,830 | $249.8M | 0.03% | +2,001,545+37.6% | Added |
| Jane Street Group, LLC | 5,333,762 | $182.0M | 0.31% | −1,089,576−17.0% | Reduced |
| Goldman Sachs Group Inc | 4,620,913 | $157.7M | 0.04% | +847,758+22.5% | Added |
| Bank of America Corp | 3,367,602 | $114.9M | 0.01% | +2,193,561+186.8% | Added |
| Lazard Asset Management LLC | 3,057,775 | $104.4M | 0.14% | +1,441,822+89.2% | Added |
| Renaissance Technologies LLC | 1,841,243 | $62.8M | 0.08% | −350,322−16.0% | Reduced |
| BlackRock Inc. | 1,765,942 | $60.3M | 0.00% | +63,537+3.7% | Added |
| Northern Trust Corp | 1,740,201 | $59.4M | 0.01% | +26,149+1.5% | Added |
| Norges Bank | 1,560,000 | $53.2M | 0.01% | −545,000−25.9% | Reduced |
| Citigroup Inc | 1,466,650 | $50.1M | 0.07% | +5210.0% | Added |
| Royal Bank of Canada | 984,932 | $33.6M | 0.01% | +26,086+2.7% | Added |
| FIL Ltd | 809,137 | $27.6M | 0.03% | −22,547−2.7% | Reduced |
| FMR LLC | 614,260 | $21.0M | 0.00% | +26,802+4.6% | Added |
| Wells Fargo & Company | 607,859 | $20.7M | 0.01% | +212,249+53.7% | Added |
| Natixis Advisors, L.P. | 563,457 | $19.2M | 0.07% | +388,053+221.2% | Added |
| Cookson Peirce & Co Inc | 466,263 | $15.9M | 1.02% | +466,263 | New |
| American Century Companies Inc | 436,319 | $14.9M | 0.01% | +38,202+9.6% | Added |
| Citadel Advisors LLC | 409,919 | $14.0M | 0.02% | −877,381−68.2% | Reduced |
| Ameriprise Financial Inc | 356,639 | $12.2M | 0.00% | −48,114−11.9% | Reduced |
| Envestnet Asset Management Inc | 352,419 | $12.0M | 0.01% | −80,386−18.6% | Reduced |
| Balyasny Asset Management LLC | 314,696 | $10.7M | 0.04% | +155,195+97.3% | Added |
| Raymond James & Associates | 297,632 | $10.2M | 0.01% | +118,736+66.4% | Added |
| Crossmark Global Holdings, Inc. | 248,192 | $8.47M | 0.20% | −1,778−0.7% | Reduced |
| Meritage Portfolio Management | 244,604 | $8.35M | 0.62% | −7,132−2.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 223,700 | $7.63M | 0.04% | +79,500+55.1% | Added |
| Renaissance Group LLC | 199,693 | $6.82M | 0.31% | −872−0.4% | Reduced |
| Qube Research & Technologies Ltd | 184,996 | $6.31M | 0.04% | +184,996 | New |
| Bank of New York Mellon Corp | 176,872 | $6.04M | 0.00% | +51,007+40.5% | Added |
| American Assets Investment Management, LLC | 166,918 | $5.70M | 0.66% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 162,900 | $5.56M | 0.41% | +162,900 | New |
| UBS Group AG | 141,347 | $4.82M | 0.00% | +65,074+85.3% | Added |
| Susquehanna Fundamental Investments, LLC | 139,998 | $4.78M | 0.11% | 00.0% | Unchanged |
| Optiver Holding B.V. | 139,617 | $4.77M | 0.22% | −241,340−63.4% | Reduced |
| Cubist Systematic Strategies, LLC | 134,229 | $4.58M | 0.04% | +85,354+174.6% | Added |
| JPMorgan Chase & Co | 127,093 | $4.34M | 0.00% | −1,415,786−91.8% | Reduced |
| M&T Bank Corp | 114,543 | $3.91M | 0.02% | +3,642+3.3% | Added |
| Thomas White International Ltd | 111,890 | $3.82M | 0.81% | +52,371+88.0% | Added |
| Brinker Capital Investments, LLC | 109,976 | $3.75M | 0.05% | +38,982+54.9% | Added |
| Orion Portfolio Solutions, LLC | 109,976 | $3.75M | 0.05% | +109,976 | New |
| Voloridge Investment Management, LLC | 107,830 | $3.68M | 0.02% | −611,481−85.0% | Reduced |
| Manatuck Hill Partners, LLC | 107,448 | $3.67M | 1.86% | 00.0% | Unchanged |
| Regions Financial Corp | 107,013 | $3.65M | 0.03% | +29,648+38.3% | Added |
| Summit Global Investments | 103,497 | $3.53M | 0.27% | +20,033+24.0% | Added |
| Mariner, LLC | 102,787 | $3.51M | 0.01% | +28,533+38.4% | Added |
| Creative Planning | 95,471 | $3.26M | 0.00% | +3,358+3.6% | Added |
| O'Shaughnessy Asset Management, LLC | 92,157 | $3.15M | 0.05% | +19,981+27.7% | Added |
| US Bancorp | 91,878 | $3.14M | 0.01% | +4,836+5.6% | Added |
| Russell Investments Group, Ltd. | 87,211 | $2.98M | 0.01% | +38,600+79.4% | Added |
| Bank of Montreal | 83,960 | $2.88M | 0.00% | −436,728−83.9% | Reduced |
| Beck Bode, LLC | 76,153 | $2.60M | 0.64% | +76,153 | New |
| Janney Montgomery Scott LLC | 74,734 | $2.55M | 0.01% | +29,337+64.6% | Added |
| Old Port Advisors | 72,319 | $2.53M | 0.91% | +259+0.4% | Added |
| Advisor Partners II, LLC | 69,579 | $2.37M | 0.13% | +8,466+13.9% | Added |
| Yousif Capital Management, LLC | 67,173 | $2.29M | 0.03% | +240+0.4% | Added |
| Advisor Group Holdings, Inc. | 64,822 | $2.21M | 0.00% | +11,493+21.6% | Added |
| LPL Financial LLC | 64,777 | $2.21M | 0.00% | −9,587−12.9% | Reduced |
| Catalyst Capital Advisors LLC | 63,350 | $2.16M | 0.07% | +63,350 | New |
| Susquehanna International Group, LLP | 62,988 | $2.15M | 0.00% | +44,699+244.4% | Added |
| Integrated Wealth Concepts LLC | 61,405 | $2.10M | 0.04% | −3,409−5.3% | Reduced |
| Bayesian Capital Management, LP | 61,000 | $2.08M | 0.26% | +61,000 | New |
| The PNC Financial Services Group, Inc. | 58,269 | $1.99M | 0.00% | +6,758+13.1% | Added |
| SEI Investments Co | 57,808 | $1.97M | 0.00% | +20,052+53.1% | Added |
| Veriti Management LLC | 54,999 | $1.88M | 0.22% | +2,770+5.3% | Added |
| Miracle Mile Advisors, LLC | 53,745 | $1.83M | 0.06% | −19,646−26.8% | Reduced |
| FORA Capital, LLC | 52,160 | $1.78M | 0.18% | +52,160 | New |
| Wetherby Asset Management Inc | 52,127 | $1.78M | 0.10% | +1,409+2.8% | Added |
| Private Advisor Group, LLC | 51,568 | $1.76M | 0.02% | +25,320+96.5% | Added |
| CI Private Wealth, LLC | 50,878 | $1.74M | 0.00% | +19,644+62.9% | Added |
| Mercer Global Advisors Inc | 50,740 | $1.73M | 0.01% | −49,974−49.6% | Reduced |
| West Family Investments, Inc. | 50,000 | $1.71M | 0.68% | −6,692−11.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 49,676 | $1.70M | 0.00% | +4,960+11.1% | Added |
| Millennium Management LLC | 48,663 | $1.66M | 0.00% | +48,663 | New |
| HighTower Advisors, LLC | 48,001 | $1.64M | 0.00% | +5,382+12.6% | Added |
| Qtron Investments LLC | 47,742 | $1.63M | 0.33% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 47,627 | $1.63M | 0.20% | +1,697+3.7% | Added |
| Victory Capital Management Inc | 47,095 | $1.61M | 0.00% | +47,095 | New |
| JustInvest LLC | 45,908 | $1.57M | 0.05% | +4,927+12.0% | Added |
| Earnest Partners LLC | 45,586 | $1.56M | 0.01% | −190.0% | Reduced |
| Naviter Wealth, LLC | 42,780 | $1.51M | 0.53% | −239−0.6% | Reduced |
| Barclays PLC | 40,357 | $1.38M | 0.00% | −1,995−4.7% | Reduced |
| Ritholtz Wealth Management | 38,015 | $1.30M | 0.06% | +3,720+10.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 37,759 | $1.29M | 0.15% | +37,759 | New |
| Oppenheimer & Co Inc | 37,155 | $1.27M | 0.03% | +138+0.4% | Added |
| Ethic Inc. | 35,089 | $1.20M | 0.05% | +799+2.3% | Added |
| State Street Corp | 34,157 | $1.18M | 0.00% | +19,500+133.0% | Added |
| Captrust Financial Advisors | 34,081 | $1.16M | 0.01% | +4,098+13.7% | Added |
| Truist Financial Corp | 32,504 | $1.11M | 0.00% | +23,435+258.4% | Added |
| Verdence Capital Advisors LLC | 32,366 | $1.10M | 0.13% | +8,157+33.7% | Added |
| LGT Group Foundation | 31,515 | $1.08M | 0.03% | +24,590+355.1% | Added |
| Thoroughbred Financial Services, LLC | 30,994 | $1.06M | 0.16% | +12,253+65.4% | Added |
| Level Four Advisory Services, LLC | 30,757 | $1.05M | 0.07% | +984+3.3% | Added |
| Pacer Advisors, Inc. | 30,722 | $1.05M | 0.00% | +990+3.3% | Added |
| Quantinno Capital Management LP | 30,697 | $1.05M | 0.07% | +3,283+12.0% | Added |
| Eagle Asset Management Inc | 30,262 | $1.03M | 0.01% | +941+3.2% | Added |
| Schechter Investment Advisors, LLC | 30,171 | $1.03M | 0.10% | +8,365+38.4% | Added |
| Signaturefd, LLC | 29,413 | $1.00M | 0.03% | +532+1.8% | Added |
| Cerity Partners LLC | 29,380 | $1.00M | 0.00% | +10,112+52.5% | Added |
| MML Investors Services, LLC | 28,838 | $984.0K | 0.01% | −2,462−7.9% | Reduced |
| Merit Financial Group, LLC | 27,407 | $935.4K | 0.03% | +27,407 | New |