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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 114,543 | $3.91M | 0.02% | +3,642+3.3% | Added |
| JPMorgan Chase & Co | 127,093 | $4.34M | 0.00% | −1,415,786−91.8% | Reduced |
| Cubist Systematic Strategies, LLC | 134,229 | $4.58M | 0.04% | +85,354+174.6% | Added |
| Optiver Holding B.V. | 139,617 | $4.77M | 0.22% | −241,340−63.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 139,998 | $4.78M | 0.11% | 00.0% | Unchanged |
| UBS Group AG | 141,347 | $4.82M | 0.00% | +65,074+85.3% | Added |
| Hennessy Advisors Inc | 162,900 | $5.56M | 0.41% | +162,900 | New |
| American Assets Investment Management, LLC | 166,918 | $5.70M | 0.66% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 176,872 | $6.04M | 0.00% | +51,007+40.5% | Added |
| Qube Research & Technologies Ltd | 184,996 | $6.31M | 0.04% | +184,996 | New |
| Renaissance Group LLC | 199,693 | $6.82M | 0.31% | −872−0.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 223,700 | $7.63M | 0.04% | +79,500+55.1% | Added |
| Meritage Portfolio Management | 244,604 | $8.35M | 0.62% | −7,132−2.8% | Reduced |
| Crossmark Global Holdings, Inc. | 248,192 | $8.47M | 0.20% | −1,778−0.7% | Reduced |
| Raymond James & Associates | 297,632 | $10.2M | 0.01% | +118,736+66.4% | Added |
| Balyasny Asset Management LLC | 314,696 | $10.7M | 0.04% | +155,195+97.3% | Added |
| Envestnet Asset Management Inc | 352,419 | $12.0M | 0.01% | −80,386−18.6% | Reduced |
| Ameriprise Financial Inc | 356,639 | $12.2M | 0.00% | −48,114−11.9% | Reduced |
| Citadel Advisors LLC | 409,919 | $14.0M | 0.02% | −877,381−68.2% | Reduced |
| American Century Companies Inc | 436,319 | $14.9M | 0.01% | +38,202+9.6% | Added |
| Cookson Peirce & Co Inc | 466,263 | $15.9M | 1.02% | +466,263 | New |
| Natixis Advisors, L.P. | 563,457 | $19.2M | 0.07% | +388,053+221.2% | Added |
| Wells Fargo & Company | 607,859 | $20.7M | 0.01% | +212,249+53.7% | Added |
| FMR LLC | 614,260 | $21.0M | 0.00% | +26,802+4.6% | Added |
| FIL Ltd | 809,137 | $27.6M | 0.03% | −22,547−2.7% | Reduced |
| Royal Bank of Canada | 984,932 | $33.6M | 0.01% | +26,086+2.7% | Added |
| Citigroup Inc | 1,466,650 | $50.1M | 0.07% | +5210.0% | Added |
| Norges Bank | 1,560,000 | $53.2M | 0.01% | −545,000−25.9% | Reduced |
| Northern Trust Corp | 1,740,201 | $59.4M | 0.01% | +26,149+1.5% | Added |
| BlackRock Inc. | 1,765,942 | $60.3M | 0.00% | +63,537+3.7% | Added |
| Renaissance Technologies LLC | 1,841,243 | $62.8M | 0.08% | −350,322−16.0% | Reduced |
| Lazard Asset Management LLC | 3,057,775 | $104.4M | 0.14% | +1,441,822+89.2% | Added |
| Bank of America Corp | 3,367,602 | $114.9M | 0.01% | +2,193,561+186.8% | Added |
| Goldman Sachs Group Inc | 4,620,913 | $157.7M | 0.04% | +847,758+22.5% | Added |
| Jane Street Group, LLC | 5,333,762 | $182.0M | 0.31% | −1,089,576−17.0% | Reduced |
| Morgan Stanley | 7,319,830 | $249.8M | 0.03% | +2,001,545+37.6% | Added |
| Dimensional Fund Advisors LP | 10,526,769 | $359.3M | 0.12% | +341,151+3.3% | Added |
| Quilter Plc | 230 | – | – | +230 | New |
| Credit Suisse AG | 0 | $0 | 0.00% | −250,350−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −214,532−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −67,823−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −46,975−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −32,680−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −31,302−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −26,827−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −25,053−100.0% | Sold out |
| WealthTrust Asset Management, LLC | 0 | $0 | 0.00% | −20,052−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −19,725−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −19,636−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −18,287−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −16,941−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,602−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −7,629−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −6,977−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −2,386−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −784−100.0% | Sold out |
| Cyrus J. Lawrence, LLC | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Adirondack Trust Co | 0 | $0 | 0.00% | −607−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Laurel Wealth Planning LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Lansing Street Advisors | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| First Command Bank | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| First Command Financial Services, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |