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 |
|---|---|---|---|---|---|
| Karpas Strategies, LLC | 27,200 | $928.3K | 0.33% | 00.0% | Unchanged |
| Forum Financial Management, LP | 27,067 | $923.8K | 0.03% | −30.0% | Reduced |
| Stifel Financial Corp | 26,997 | $921.4K | 0.00% | −2,115−7.3% | Reduced |
| Commonwealth Equity Services, LLC | 26,519 | $905.0K | 0.00% | −2,974−10.1% | Reduced |
| Pathstone Family Office, LLC | 25,038 | $902.2K | 0.01% | −17,093−40.6% | Reduced |
| MAI Capital Management | 25,971 | $886.4K | 0.01% | +2,907+12.6% | Added |
| Vontobel Holding Ltd. | 25,765 | $879.4K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 25,613 | $874.0K | 0.05% | +1,858+7.8% | Added |
| Profund Advisors LLC | 25,414 | $867.4K | 0.05% | +1,940+8.3% | Added |
| Brandes Investment Partners, LP | 25,374 | $866.0K | 0.02% | +25,374 | New |
| Rockefeller Capital Management L.P. | 24,896 | $848.0K | 0.00% | +6,685+36.7% | Added |
| Charles Schwab Investment Management Inc | 24,651 | $841.3K | 0.00% | +9,816+66.2% | Added |
| ExodusPoint Capital Management, LP | 24,519 | $837.0K | 0.01% | −13,907−36.2% | Reduced |
| Invesco Ltd. | 24,149 | $824.2K | 0.00% | −4,810−16.6% | Reduced |
| Quadrant Capital Group LLC | 23,483 | $802.9K | 0.08% | +1,639+7.5% | Added |
| Old Mission Capital LLC | 23,049 | $786.7K | 0.02% | −488,122−95.5% | Reduced |
| 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 |
| Morningstar Investment Services LLC | 21,802 | $747.0K | 0.01% | +1,307+6.4% | Added |
| CIBC Private Wealth Group, LLC | 20,899 | $713.3K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 20,146 | $687.6K | 0.06% | +597+3.1% | Added |
| 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 |
| SeaBridge Investment Advisors LLC | 19,885 | $678.7K | 0.24% | −80−0.4% | Reduced |
| Pzena Investment Management LLC | 19,835 | $677.0K | 0.00% | −1,827−8.4% | Reduced |
| D.A. Davidson & Co. | 19,664 | $673.9K | 0.01% | +86+0.4% | Added |
| Sequoia Financial Advisors, LLC | 19,728 | $673.3K | 0.01% | +1,961+11.0% | Added |
| Vident Investment Advisory, LLC | 19,606 | $669.1K | 0.02% | +3,648+22.9% | Added |
| Clarius Group, LLC | 19,571 | $668.0K | 0.06% | +824+4.4% | Added |
| First Manhattan Co | 19,398 | $662.1K | 0.00% | −250−1.3% | Reduced |
| Orleans Capital Management Corp | 19,250 | $657.0K | 0.48% | +10,600+122.5% | Added |
| JT Stratford LLC | 19,019 | $649.1K | 0.19% | +19,019 | New |
| McDonald Partners LLC | 18,976 | $647.7K | 0.21% | −505−2.6% | Reduced |
| Checchi Capital Advisers, LLC | 18,872 | $644.1K | 0.06% | +576+3.1% | Added |
| Glenmede Trust Co NA | 18,689 | $637.9K | 0.00% | +2,248+13.7% | Added |
| TD Waterhouse Canada Inc. | 18,364 | $637.4K | 0.01% | +235+1.3% | Added |
| Park Avenue Securities LLC | 18,598 | $635.0K | 0.01% | +1,356+7.9% | Added |
| Vise Technologies, Inc. | 18,238 | $622.5K | 0.16% | +2,237+14.0% | Added |
| CIBC World Markets Inc. | 18,060 | $616.0K | 0.00% | −45−0.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 17,733 | $605.2K | 0.38% | +271+1.6% | Added |
| Strategic Global Advisors, LLC | 16,673 | $569.0K | 0.09% | −887−5.1% | Reduced |
| Cetera Advisor Networks LLC | 16,543 | $564.6K | 0.00% | −3,171−16.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 16,034 | $547.0K | 0.00% | +16,034 | New |
| Franklin Resources Inc | 16,031 | $546.9K | 0.00% | +1,449+9.9% | Added |
| Jarislowsky, Fraser Ltd | 15,685 | $535.3K | 0.00% | −4,900−23.8% | Reduced |
| Zions Bancorporation, N.A. | 15,310 | $522.5K | 0.04% | +5,872+62.2% | Added |
| Crumly & Associates Inc. | 14,125 | $482.1K | 0.21% | +6,453+84.1% | Added |
| Americana Partners, LLC | 13,862 | $473.1K | 0.07% | +13,862 | New |
| Evergreen Capital Management LLC | 13,192 | $467.6K | 0.02% | +1,180+9.8% | Added |
| Blueprint Investment Partners LLC | 13,439 | $458.7K | 0.10% | +6,090+82.9% | Added |
| Wedbush Securities Inc | 13,090 | $447.0K | 0.02% | −3,198−19.6% | Reduced |
| PEAK6 Investments LLC | 12,723 | $434.2K | 0.03% | +12,723 | New |
| DRW Securities, LLC | 12,650 | $432.0K | 0.06% | +12,650 | New |
| Boston Private Wealth LLC | 12,563 | $428.8K | 0.01% | +2,108+20.2% | Added |
| Legacy Wealth Asset Management, LLC | 12,257 | $418.3K | 0.15% | −2,536−17.1% | Reduced |
| Guggenheim Capital LLC | 12,144 | $414.5K | 0.00% | +12,144 | New |
| Blair William & Co | 11,921 | $406.9K | 0.00% | −205−1.7% | Reduced |
| XTX Topco Ltd | 11,542 | $393.9K | 0.08% | +3,039+35.7% | Added |
| Sage Rhino Capital LLC | 11,502 | $392.6K | 0.11% | +953+9.0% | Added |
| Legacy Financial Advisors, Inc. | 11,425 | $390.0K | 0.08% | +3,729+48.5% | Added |
| PDS Planning, Inc | 11,206 | $382.5K | 0.05% | +11,206 | New |
| Cetera Advisors LLC | 10,698 | $365.1K | 0.01% | +3,982+59.3% | Added |
| SAL Trading, LLC | 10,500 | $358.4K | 0.55% | +10,500 | New |
| Jag Capital Management, LLC | 10,493 | $358.1K | 0.05% | +10,493 | New |
| Cooper Financial Group | 10,448 | $356.6K | 0.10% | +1,037+11.0% | Added |
| Axq Capital, LP | 10,300 | $351.5K | 0.14% | −13,721−57.1% | Reduced |
| Investors Research Corp | 10,266 | $350.4K | 0.09% | 00.0% | Unchanged |
| Prudential Financial Inc | 10,080 | $344.0K | 0.00% | +954+10.5% | Added |
| J.W. Cole Advisors, Inc. | 10,034 | $342.5K | 0.02% | −4,500−31.0% | Reduced |
| CSS LLC | 10,000 | $341.3K | 0.03% | −4,000−28.6% | Reduced |
| Greenleaf Trust | 9,724 | $331.9K | 0.00% | +906+10.3% | Added |
| Valeo Financial Advisors, LLC | 9,657 | $329.6K | 0.02% | +9,657 | New |
| Deutsche Bank AG | 9,565 | $326.5K | 0.00% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 9,555 | $326.1K | 0.20% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 9,495 | $324.1K | 0.00% | −102−1.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 9,409 | $321.1K | 0.15% | −4,302−31.4% | Reduced |
| CAPROCK Group, Inc. | 9,097 | $320.8K | 0.02% | +9,097 | New |
| Vestmark Advisory Solutions, Inc. | 9,102 | $310.7K | 0.01% | +9,102 | New |
| Henry James International Management, Inc. | 9,063 | $309.3K | 0.13% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9,008 | $307.4K | 0.24% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 8,964 | $305.9K | 0.02% | +2,543+39.6% | Added |
| Courier Capital LLC | 8,904 | $303.9K | 0.03% | −1,023−10.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,887 | $303.0K | 0.00% | −2,664−23.1% | Reduced |
| Neuberger Berman Group LLC | 8,807 | $300.6K | 0.00% | +922+11.7% | Added |
| Allie Family Office LLC | 8,504 | $299.0K | 0.22% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 8,517 | $290.7K | 0.00% | +1,980+30.3% | Added |
| Virtu Financial LLC | 8,404 | $287.0K | 0.03% | +8,404 | New |
| Wolverine Trading, LLC | 8,231 | $282.0K | 0.01% | +8,231 | New |
| Cutler Group LP | 8,200 | $279.0K | 0.04% | +3,592+78.0% | Added |
| Huntington National Bank | 8,098 | $276.4K | 0.00% | +1,656+25.7% | Added |
| Five Oceans Advisors | 7,959 | $271.6K | 0.18% | −734−8.4% | Reduced |
| Bailard, Inc. | 7,873 | $268.7K | 0.01% | +425+5.7% | Added |
| Henshaw Capital LLC | 7,855 | $268.1K | 0.02% | +7,855 | New |
| Pinnacle Wealth Planning Services, Inc. | 7,770 | $265.2K | 0.04% | +24+0.3% | Added |
| WNY Asset Management, LLC | 7,750 | $264.5K | 0.06% | 00.0% | Unchanged |
| AMG National Trust Bank | 7,709 | $263.1K | 0.01% | 00.0% | Unchanged |
| Single Point Partners, LLC | 7,709 | $263.0K | 0.06% | +7,709 | New |
| SYSTM Wealth Solutions LLC | 7,641 | $260.8K | 0.04% | +7,641 | New |
| Gallacher Capital Management LLC | 7,456 | $254.5K | 0.15% | −1,617−17.8% | Reduced |
| New York State Common Retirement Fund | 7,336 | $250.4K | 0.00% | 00.0% | Unchanged |