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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 1,550 | $52.9K | 0.03% | +950+158.3% | Added |
| Ellevest, Inc. | 1,632 | $55.7K | 0.00% | −569−25.9% | Reduced |
| Financial Management Professionals, Inc. | 1,830 | $62.0K | 0.01% | +519+39.6% | Added |
| U S Global Investors Inc | 2,000 | $68.3K | 0.00% | +2,000 | New |
| Glassman Wealth Services | 2,144 | $73.2K | 0.01% | +186+9.5% | Added |
| Hexagon Capital Partners LLC | 2,188 | $74.7K | 0.02% | +262+13.6% | Added |
| Grove Bank & Trust | 2,237 | $76.3K | 0.02% | −708−24.0% | Reduced |
| Spire Wealth Management | 2,448 | $83.5K | 0.00% | −237−8.8% | Reduced |
| Hoey Investments, Inc | 2,600 | $88.7K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,681 | $91.5K | 0.00% | +1,092+68.7% | Added |
| Global Retirement Partners, LLC | 2,521 | $93.4K | 0.00% | +1,289+104.6% | Added |
| Umb Bank N A | 2,766 | $94.4K | 0.00% | +1,372+98.4% | Added |
| Rosenberg Matthew Hamilton | 3,041 | $103.8K | 0.03% | −794−20.7% | Reduced |
| Edgar Lomax Co | 15,380 | $104.5K | 0.01% | +15,380 | New |
| Federation des caisses Desjardins du Quebec | 3,221 | $109.9K | 0.00% | −345−9.7% | Reduced |
| CWM, LLC | 3,321 | $113.0K | 0.00% | +651+24.4% | Added |
| Advisors Asset Management, Inc. | 3,420 | $116.7K | 0.00% | +2,671+356.6% | Added |
| Ronald Blue Trust, Inc. | 3,779 | $118.0K | 0.00% | −24−0.6% | Reduced |
| National Bank of Canada | 3,532 | $120.6K | 0.00% | +187+5.6% | Added |
| Steward Partners Investment Advisory, LLC | 3,843 | $131.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,212 | $143.7K | 0.00% | −407−8.8% | Reduced |
| Moors & Cabot, Inc. | 5,223 | $178.3K | 0.01% | +5,223 | New |
| Geneos Wealth Management Inc. | 5,579 | $190.4K | 0.01% | −300−5.1% | Reduced |
| Optas, LLC | 5,888 | $201.0K | 0.07% | +5,888 | New |
| Lindbrook Capital, LLC | 5,900 | $201.4K | 0.02% | +678+13.0% | Added |
| Parallel Advisors, LLC | 5,928 | $202.3K | 0.01% | +353+6.3% | Added |
| Baldwin Investment Management, LLC | 6,014 | $205.3K | 0.04% | +6,014 | New |
| Sawtooth Solutions, LLC | 6,146 | $209.8K | 0.01% | +6,146 | New |
| Bleakley Financial Group, LLC | 6,146 | $209.8K | 0.01% | +6,146 | New |
| Harbor Investment Advisory, LLC | 6,513 | $222.3K | 0.03% | +2,336+55.9% | Added |
| Keel Point, LLC | 6,567 | $224.1K | 0.03% | −270−3.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,582 | $224.6K | 0.02% | −21,945−76.9% | Reduced |
| Ieq Capital, LLC | 6,594 | $225.1K | 0.01% | −1,488−18.4% | Reduced |
| Nilsine Partners, LLC | 6,598 | $225.2K | 0.04% | +6,598 | New |
| Fisher Asset Management, LLC | 6,668 | $227.6K | 0.00% | −741−10.0% | Reduced |
| Cetera Investment Advisers | 7,054 | $240.8K | 0.00% | +7,054 | New |
| Argonautica Private Wealth Management, Inc | 7,279 | $248.4K | 0.13% | −749−9.3% | Reduced |
| New York State Common Retirement Fund | 7,336 | $250.4K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 7,456 | $254.5K | 0.15% | −1,617−17.8% | Reduced |
| SYSTM Wealth Solutions LLC | 7,641 | $260.8K | 0.04% | +7,641 | New |
| Single Point Partners, LLC | 7,709 | $263.0K | 0.06% | +7,709 | New |
| AMG National Trust Bank | 7,709 | $263.1K | 0.01% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 7,750 | $264.5K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,770 | $265.2K | 0.04% | +24+0.3% | Added |
| Henshaw Capital LLC | 7,855 | $268.1K | 0.02% | +7,855 | New |
| Bailard, Inc. | 7,873 | $268.7K | 0.01% | +425+5.7% | Added |
| Five Oceans Advisors | 7,959 | $271.6K | 0.18% | −734−8.4% | Reduced |
| Huntington National Bank | 8,098 | $276.4K | 0.00% | +1,656+25.7% | Added |
| Cutler Group LP | 8,200 | $279.0K | 0.04% | +3,592+78.0% | Added |
| Wolverine Trading, LLC | 8,231 | $282.0K | 0.01% | +8,231 | New |
| Virtu Financial LLC | 8,404 | $287.0K | 0.03% | +8,404 | New |
| Raymond James Financial Services Advisors, Inc. | 8,517 | $290.7K | 0.00% | +1,980+30.3% | Added |
| Allie Family Office LLC | 8,504 | $299.0K | 0.22% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 8,807 | $300.6K | 0.00% | +922+11.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,887 | $303.0K | 0.00% | −2,664−23.1% | Reduced |
| Courier Capital LLC | 8,904 | $303.9K | 0.03% | −1,023−10.3% | Reduced |
| Credential Qtrade Securities Inc. | 8,964 | $305.9K | 0.02% | +2,543+39.6% | Added |
| HighMark Wealth Management LLC | 9,008 | $307.4K | 0.24% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 9,063 | $309.3K | 0.13% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 9,102 | $310.7K | 0.01% | +9,102 | New |
| CAPROCK Group, Inc. | 9,097 | $320.8K | 0.02% | +9,097 | New |
| Safeguard Investment Advisory Group, LLC | 9,409 | $321.1K | 0.15% | −4,302−31.4% | Reduced |
| Clearbridge Investments, LLC | 9,495 | $324.1K | 0.00% | −102−1.1% | Reduced |
| American Trust Investment Advisors, LLC | 9,555 | $326.1K | 0.20% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,565 | $326.5K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 9,657 | $329.6K | 0.02% | +9,657 | New |
| Greenleaf Trust | 9,724 | $331.9K | 0.00% | +906+10.3% | Added |
| CSS LLC | 10,000 | $341.3K | 0.03% | −4,000−28.6% | Reduced |
| J.W. Cole Advisors, Inc. | 10,034 | $342.5K | 0.02% | −4,500−31.0% | Reduced |
| Prudential Financial Inc | 10,080 | $344.0K | 0.00% | +954+10.5% | Added |
| Investors Research Corp | 10,266 | $350.4K | 0.09% | 00.0% | Unchanged |
| Axq Capital, LP | 10,300 | $351.5K | 0.14% | −13,721−57.1% | Reduced |
| Cooper Financial Group | 10,448 | $356.6K | 0.10% | +1,037+11.0% | Added |
| Jag Capital Management, LLC | 10,493 | $358.1K | 0.05% | +10,493 | New |
| SAL Trading, LLC | 10,500 | $358.4K | 0.55% | +10,500 | New |
| Cetera Advisors LLC | 10,698 | $365.1K | 0.01% | +3,982+59.3% | Added |
| PDS Planning, Inc | 11,206 | $382.5K | 0.05% | +11,206 | New |
| Legacy Financial Advisors, Inc. | 11,425 | $390.0K | 0.08% | +3,729+48.5% | Added |
| Sage Rhino Capital LLC | 11,502 | $392.6K | 0.11% | +953+9.0% | Added |
| XTX Topco Ltd | 11,542 | $393.9K | 0.08% | +3,039+35.7% | Added |
| Blair William & Co | 11,921 | $406.9K | 0.00% | −205−1.7% | Reduced |
| Guggenheim Capital LLC | 12,144 | $414.5K | 0.00% | +12,144 | New |
| Legacy Wealth Asset Management, LLC | 12,257 | $418.3K | 0.15% | −2,536−17.1% | Reduced |
| Boston Private Wealth LLC | 12,563 | $428.8K | 0.01% | +2,108+20.2% | Added |
| DRW Securities, LLC | 12,650 | $432.0K | 0.06% | +12,650 | New |
| PEAK6 Investments LLC | 12,723 | $434.2K | 0.03% | +12,723 | New |
| Wedbush Securities Inc | 13,090 | $447.0K | 0.02% | −3,198−19.6% | Reduced |
| Blueprint Investment Partners LLC | 13,439 | $458.7K | 0.10% | +6,090+82.9% | Added |
| Evergreen Capital Management LLC | 13,192 | $467.6K | 0.02% | +1,180+9.8% | Added |
| Americana Partners, LLC | 13,862 | $473.1K | 0.07% | +13,862 | New |
| Crumly & Associates Inc. | 14,125 | $482.1K | 0.21% | +6,453+84.1% | Added |
| Zions Bancorporation, N.A. | 15,310 | $522.5K | 0.04% | +5,872+62.2% | Added |
| Jarislowsky, Fraser Ltd | 15,685 | $535.3K | 0.00% | −4,900−23.8% | Reduced |
| Franklin Resources Inc | 16,031 | $546.9K | 0.00% | +1,449+9.9% | Added |
| Arrowstreet Capital, Limited Partnership | 16,034 | $547.0K | 0.00% | +16,034 | New |
| Cetera Advisor Networks LLC | 16,543 | $564.6K | 0.00% | −3,171−16.1% | Reduced |
| Strategic Global Advisors, LLC | 16,673 | $569.0K | 0.09% | −887−5.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 17,733 | $605.2K | 0.38% | +271+1.6% | Added |
| CIBC World Markets Inc. | 18,060 | $616.0K | 0.00% | −45−0.2% | Reduced |
| Vise Technologies, Inc. | 18,238 | $622.5K | 0.16% | +2,237+14.0% | Added |