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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 18,598 | $635.0K | 0.01% | +1,356+7.9% | Added |
| TD Waterhouse Canada Inc. | 18,364 | $637.4K | 0.01% | +235+1.3% | Added |
| Glenmede Trust Co NA | 18,689 | $637.9K | 0.00% | +2,248+13.7% | Added |
| Checchi Capital Advisers, LLC | 18,872 | $644.1K | 0.06% | +576+3.1% | Added |
| McDonald Partners LLC | 18,976 | $647.7K | 0.21% | −505−2.6% | Reduced |
| JT Stratford LLC | 19,019 | $649.1K | 0.19% | +19,019 | New |
| Orleans Capital Management Corp | 19,250 | $657.0K | 0.48% | +10,600+122.5% | Added |
| First Manhattan Co | 19,398 | $662.1K | 0.00% | −250−1.3% | Reduced |
| Clarius Group, LLC | 19,571 | $668.0K | 0.06% | +824+4.4% | Added |
| Vident Investment Advisory, LLC | 19,606 | $669.1K | 0.02% | +3,648+22.9% | Added |
| Sequoia Financial Advisors, LLC | 19,728 | $673.3K | 0.01% | +1,961+11.0% | Added |
| D.A. Davidson & Co. | 19,664 | $673.9K | 0.01% | +86+0.4% | Added |
| Pzena Investment Management LLC | 19,835 | $677.0K | 0.00% | −1,827−8.4% | Reduced |
| SeaBridge Investment Advisors LLC | 19,885 | $678.7K | 0.24% | −80−0.4% | Reduced |
| Voya Investment Management LLC | 20,000 | $682.6K | 0.00% | −12,550−38.6% | Reduced |
| RBF Capital, LLC | 20,000 | $682.6K | 0.05% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 20,146 | $687.6K | 0.06% | +597+3.1% | Added |
| CIBC Private Wealth Group, LLC | 20,899 | $713.3K | 0.00% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 21,802 | $747.0K | 0.01% | +1,307+6.4% | Added |
| Systematic Alpha Investments, LLC | 23,000 | $785.0K | 0.04% | 00.0% | Unchanged |
| Gabelli Funds LLC | 23,000 | $785.0K | 0.01% | +16,000+228.6% | Added |
| Old Mission Capital LLC | 23,049 | $786.7K | 0.02% | −488,122−95.5% | Reduced |
| Quadrant Capital Group LLC | 23,483 | $802.9K | 0.08% | +1,639+7.5% | Added |
| Invesco Ltd. | 24,149 | $824.2K | 0.00% | −4,810−16.6% | Reduced |
| ExodusPoint Capital Management, LP | 24,519 | $837.0K | 0.01% | −13,907−36.2% | Reduced |
| Charles Schwab Investment Management Inc | 24,651 | $841.3K | 0.00% | +9,816+66.2% | Added |
| Rockefeller Capital Management L.P. | 24,896 | $848.0K | 0.00% | +6,685+36.7% | Added |
| Brandes Investment Partners, LP | 25,374 | $866.0K | 0.02% | +25,374 | New |
| Profund Advisors LLC | 25,414 | $867.4K | 0.05% | +1,940+8.3% | Added |
| Lake Street Advisors Group, LLC | 25,613 | $874.0K | 0.05% | +1,858+7.8% | Added |
| Vontobel Holding Ltd. | 25,765 | $879.4K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 25,971 | $886.4K | 0.01% | +2,907+12.6% | Added |
| Pathstone Family Office, LLC | 25,038 | $902.2K | 0.01% | −17,093−40.6% | Reduced |
| Commonwealth Equity Services, LLC | 26,519 | $905.0K | 0.00% | −2,974−10.1% | Reduced |
| Stifel Financial Corp | 26,997 | $921.4K | 0.00% | −2,115−7.3% | Reduced |
| Forum Financial Management, LP | 27,067 | $923.8K | 0.03% | −30.0% | Reduced |
| Karpas Strategies, LLC | 27,200 | $928.3K | 0.33% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 27,407 | $935.4K | 0.03% | +27,407 | New |
| MML Investors Services, LLC | 28,838 | $984.0K | 0.01% | −2,462−7.9% | Reduced |
| Cerity Partners LLC | 29,380 | $1.00M | 0.00% | +10,112+52.5% | Added |
| Signaturefd, LLC | 29,413 | $1.00M | 0.03% | +532+1.8% | Added |
| Schechter Investment Advisors, LLC | 30,171 | $1.03M | 0.10% | +8,365+38.4% | Added |
| Eagle Asset Management Inc | 30,262 | $1.03M | 0.01% | +941+3.2% | Added |
| Quantinno Capital Management LP | 30,697 | $1.05M | 0.07% | +3,283+12.0% | Added |
| Pacer Advisors, Inc. | 30,722 | $1.05M | 0.00% | +990+3.3% | Added |
| Level Four Advisory Services, LLC | 30,757 | $1.05M | 0.07% | +984+3.3% | Added |
| Thoroughbred Financial Services, LLC | 30,994 | $1.06M | 0.16% | +12,253+65.4% | Added |
| LGT Group Foundation | 31,515 | $1.08M | 0.03% | +24,590+355.1% | Added |
| Verdence Capital Advisors LLC | 32,366 | $1.10M | 0.13% | +8,157+33.7% | Added |
| Truist Financial Corp | 32,504 | $1.11M | 0.00% | +23,435+258.4% | Added |
| Captrust Financial Advisors | 34,081 | $1.16M | 0.01% | +4,098+13.7% | Added |
| State Street Corp | 34,157 | $1.18M | 0.00% | +19,500+133.0% | Added |
| Ethic Inc. | 35,089 | $1.20M | 0.05% | +799+2.3% | Added |
| Oppenheimer & Co Inc | 37,155 | $1.27M | 0.03% | +138+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 37,759 | $1.29M | 0.15% | +37,759 | New |
| Ritholtz Wealth Management | 38,015 | $1.30M | 0.06% | +3,720+10.8% | Added |
| Barclays PLC | 40,357 | $1.38M | 0.00% | −1,995−4.7% | Reduced |
| Naviter Wealth, LLC | 42,780 | $1.51M | 0.53% | −239−0.6% | Reduced |
| Earnest Partners LLC | 45,586 | $1.56M | 0.01% | −190.0% | Reduced |
| JustInvest LLC | 45,908 | $1.57M | 0.05% | +4,927+12.0% | Added |
| Victory Capital Management Inc | 47,095 | $1.61M | 0.00% | +47,095 | New |
| Koss-Olinger Consulting, LLC | 47,627 | $1.63M | 0.20% | +1,697+3.7% | Added |
| Qtron Investments LLC | 47,742 | $1.63M | 0.33% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 48,001 | $1.64M | 0.00% | +5,382+12.6% | Added |
| Millennium Management LLC | 48,663 | $1.66M | 0.00% | +48,663 | New |
| Northwestern Mutual Wealth Management Co | 49,676 | $1.70M | 0.00% | +4,960+11.1% | Added |
| West Family Investments, Inc. | 50,000 | $1.71M | 0.68% | −6,692−11.8% | Reduced |
| Mercer Global Advisors Inc | 50,740 | $1.73M | 0.01% | −49,974−49.6% | Reduced |
| CI Private Wealth, LLC | 50,878 | $1.74M | 0.00% | +19,644+62.9% | Added |
| Private Advisor Group, LLC | 51,568 | $1.76M | 0.02% | +25,320+96.5% | Added |
| Wetherby Asset Management Inc | 52,127 | $1.78M | 0.10% | +1,409+2.8% | Added |
| FORA Capital, LLC | 52,160 | $1.78M | 0.18% | +52,160 | New |
| Miracle Mile Advisors, LLC | 53,745 | $1.83M | 0.06% | −19,646−26.8% | Reduced |
| Veriti Management LLC | 54,999 | $1.88M | 0.22% | +2,770+5.3% | Added |
| SEI Investments Co | 57,808 | $1.97M | 0.00% | +20,052+53.1% | Added |
| The PNC Financial Services Group, Inc. | 58,269 | $1.99M | 0.00% | +6,758+13.1% | Added |
| Bayesian Capital Management, LP | 61,000 | $2.08M | 0.26% | +61,000 | New |
| Integrated Wealth Concepts LLC | 61,405 | $2.10M | 0.04% | −3,409−5.3% | Reduced |
| Susquehanna International Group, LLP | 62,988 | $2.15M | 0.00% | +44,699+244.4% | Added |
| Catalyst Capital Advisors LLC | 63,350 | $2.16M | 0.07% | +63,350 | New |
| LPL Financial LLC | 64,777 | $2.21M | 0.00% | −9,587−12.9% | Reduced |
| Advisor Group Holdings, Inc. | 64,822 | $2.21M | 0.00% | +11,493+21.6% | Added |
| Yousif Capital Management, LLC | 67,173 | $2.29M | 0.03% | +240+0.4% | Added |
| Advisor Partners II, LLC | 69,579 | $2.37M | 0.13% | +8,466+13.9% | Added |
| Old Port Advisors | 72,319 | $2.53M | 0.91% | +259+0.4% | Added |
| Janney Montgomery Scott LLC | 74,734 | $2.55M | 0.01% | +29,337+64.6% | Added |
| Beck Bode, LLC | 76,153 | $2.60M | 0.64% | +76,153 | New |
| Bank of Montreal | 83,960 | $2.88M | 0.00% | −436,728−83.9% | Reduced |
| Russell Investments Group, Ltd. | 87,211 | $2.98M | 0.01% | +38,600+79.4% | Added |
| US Bancorp | 91,878 | $3.14M | 0.01% | +4,836+5.6% | Added |
| O'Shaughnessy Asset Management, LLC | 92,157 | $3.15M | 0.05% | +19,981+27.7% | Added |
| Creative Planning | 95,471 | $3.26M | 0.00% | +3,358+3.6% | Added |
| Mariner, LLC | 102,787 | $3.51M | 0.01% | +28,533+38.4% | Added |
| Summit Global Investments | 103,497 | $3.53M | 0.27% | +20,033+24.0% | Added |
| Regions Financial Corp | 107,013 | $3.65M | 0.03% | +29,648+38.3% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $3.67M | 1.86% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 107,830 | $3.68M | 0.02% | −611,481−85.0% | Reduced |
| 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 |
| Thomas White International Ltd | 111,890 | $3.82M | 0.81% | +52,371+88.0% | Added |