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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 7 | $0 | 0.00% | −853−99.2% | Reduced |
| Front Row Advisors LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 12 | $0 | 0.00% | +12 | New |
| Sofos Investments, Inc. | 34 | $7 | 0.00% | +3+9.7% | Added |
| Godsey & Gibb Associates | 1 | $35 | 0.00% | −1,473−99.9% | Reduced |
| Macroview Investment Management LLC | 2 | $69 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 20 | $683 | 0.00% | +20 | New |
| Cullen/Frost Bankers, Inc. | 28 | $939 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 34 | $1.15K | 0.00% | +34 | New |
| Antonetti Capital Management LLC | 39 | $1.33K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 39 | $1.33K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 45 | $1.54K | 0.00% | +45 | New |
| Fortis Capital Advisors, LLC | 47 | $1.60K | 0.00% | +47 | New |
| New England Capital Financial Advisors LLC | 50 | $1.71K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 54 | $1.84K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 55 | $1.88K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 55 | $1.89K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 58 | $1.98K | 0.00% | +58 | New |
| Financial Synergies Wealth Advisors, Inc. | 59 | $2.01K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 65 | $2.21K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 73 | $2.49K | 0.00% | −81−52.6% | Reduced |
| GWM Advisors LLC | 79 | $2.70K | 0.00% | −1,840−95.9% | Reduced |
| Sound Income Strategies, LLC | 83 | $2.83K | 0.00% | +83 | New |
| Farther Finance Advisors, LLC | 84 | $2.87K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 89 | $3.04K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 95 | $3.24K | 0.00% | +95 | New |
| Ten Capital Wealth Advisors, LLC | 100 | $3.41K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $3.41K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 100 | $3.41K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 103 | $3.52K | 0.00% | −80−43.7% | Reduced |
| M&R Capital Management Inc | 105 | $3.58K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 108 | $3.69K | 0.00% | +108 | New |
| Carolinas Wealth Consulting LLC | 105 | $3.70K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 110 | $3.75K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 114 | $3.89K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 114 | $3.89K | 0.00% | +25+28.1% | Added |
| PrairieView Partners, LLC | 146 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 112 | $4.07K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 122 | $4.16K | 0.00% | +93+320.7% | Added |
| Accel Wealth Management | 131 | $4.47K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 132 | $4.50K | 0.00% | +132 | New |
| Beacon Capital Management, LLC | 141 | $4.81K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 143 | $5.05K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 148 | $5.05K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 150 | $5.12K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 168 | $5.24K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 157 | $5.36K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 159 | $5.43K | 0.00% | +159 | New |
| Coastal Capital Group, Inc. | 163 | $5.56K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 208 | $7.09K | 0.00% | −2−1.0% | Reduced |
| Brown Brothers Harriman & Co | 208 | $7.10K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 212 | $7.24K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 214 | $7.30K | 0.00% | +72+50.7% | Added |
| Plante Moran Financial Advisors, LLC | 219 | $7.47K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 234 | $8.00K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 246 | $8.40K | 0.00% | −197−44.5% | Reduced |
| Washington Trust Co | 261 | $8.91K | 0.00% | +88+50.9% | Added |
| Bartlett & Co. Wealth Management LLC | 254 | $8.96K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 275 | $9.00K | 0.00% | −130−32.1% | Reduced |
| Bartlett & Co. LLC | 254 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 282 | $9.63K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 300 | $10.0K | 0.00% | +300 | New |
| Arlington Partners LLC | 335 | $11.4K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 344 | $11.7K | 0.01% | +11+3.3% | Added |
| Smithfield Trust Co | 359 | $12.0K | 0.00% | +359 | New |
| First Horizon Advisors, Inc. | 363 | $12.4K | 0.00% | +58+19.0% | Added |
| WealthPLAN Partners, LLC | 392 | $13.4K | 0.00% | +392 | New |
| Sageworth Trust Co | 403 | $13.8K | 0.00% | +361+859.5% | Added |
| Raffa Wealth Management, LLC | 427 | $14.6K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 433 | $14.8K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 523 | $17.9K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 583 | $20.0K | 0.00% | +50+9.4% | Added |
| Milestone Investment Advisors LLC | 671 | $22.9K | 0.01% | +671 | New |
| MCF Advisors LLC | 688 | $23.5K | 0.00% | +688 | New |
| JFS Wealth Advisors, LLC | 712 | $24.3K | 0.00% | +47+7.1% | Added |
| Syverson Strege & Co | 748 | $25.5K | 0.01% | +748 | New |
| HHM Wealth Advisors, LLC | 751 | $25.6K | 0.01% | +109+17.0% | Added |
| Allworth Financial LP | 757 | $25.8K | 0.00% | +194+34.5% | Added |
| BNP Paribas Arbitrage, SA | 785 | $26.8K | 0.00% | −669−46.0% | Reduced |
| Tucker Asset Management LLC | 800 | $27.3K | 0.01% | +800 | New |
| Hanson & Doremus Investment Management | 809 | $28.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 860 | $29.4K | 0.00% | +47+5.8% | Added |
| IFP Advisors, Inc | 600 | $29.6K | 0.00% | −8,192−93.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 907 | $31.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 990 | $33.8K | 0.00% | +990 | New |
| Banque Cantonale Vaudoise | 1,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,000 | $34.1K | 0.00% | −3,721−78.8% | Reduced |
| Column Capital Advisors, LLC | 1,006 | $34.3K | 0.01% | +288+40.1% | Added |
| Fifth Third Bancorp | 1,102 | $37.6K | 0.00% | +817+286.7% | Added |
| Atlas Capital Advisors LLC | 1,107 | $37.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,224 | $41.8K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,241 | $42.4K | 0.03% | +1,241 | New |
| Park Place Capital Corp | 1,342 | $45.8K | 0.01% | −6−0.4% | Reduced |
| TD Private Client Wealth LLC | 1,460 | $49.8K | 0.00% | −111−7.1% | Reduced |
| Whittier Trust Co | 1,477 | $50.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,530 | $52.0K | 0.00% | +330+27.5% | Added |
| JCIC Asset Management Inc. | 1,530 | $52.2K | 0.02% | 00.0% | Unchanged |