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 |
|---|---|---|---|---|---|
| Argonautica Private Wealth Management, Inc | 7,279 | $248.4K | 0.13% | −749−9.3% | Reduced |
| Cetera Investment Advisers | 7,054 | $240.8K | 0.00% | +7,054 | New |
| Fisher Asset Management, LLC | 6,668 | $227.6K | 0.00% | −741−10.0% | Reduced |
| Nilsine Partners, LLC | 6,598 | $225.2K | 0.04% | +6,598 | New |
| Ieq Capital, LLC | 6,594 | $225.1K | 0.01% | −1,488−18.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,582 | $224.6K | 0.02% | −21,945−76.9% | Reduced |
| Keel Point, LLC | 6,567 | $224.1K | 0.03% | −270−3.9% | Reduced |
| Harbor Investment Advisory, LLC | 6,513 | $222.3K | 0.03% | +2,336+55.9% | Added |
| 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 |
| Baldwin Investment Management, LLC | 6,014 | $205.3K | 0.04% | +6,014 | New |
| Parallel Advisors, LLC | 5,928 | $202.3K | 0.01% | +353+6.3% | Added |
| Lindbrook Capital, LLC | 5,900 | $201.4K | 0.02% | +678+13.0% | Added |
| Optas, LLC | 5,888 | $201.0K | 0.07% | +5,888 | New |
| Geneos Wealth Management Inc. | 5,579 | $190.4K | 0.01% | −300−5.1% | Reduced |
| Moors & Cabot, Inc. | 5,223 | $178.3K | 0.01% | +5,223 | New |
| Advisory Services Network, LLC | 4,212 | $143.7K | 0.00% | −407−8.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,843 | $131.2K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,532 | $120.6K | 0.00% | +187+5.6% | Added |
| Ronald Blue Trust, Inc. | 3,779 | $118.0K | 0.00% | −24−0.6% | Reduced |
| Advisors Asset Management, Inc. | 3,420 | $116.7K | 0.00% | +2,671+356.6% | Added |
| CWM, LLC | 3,321 | $113.0K | 0.00% | +651+24.4% | Added |
| Federation des caisses Desjardins du Quebec | 3,221 | $109.9K | 0.00% | −345−9.7% | Reduced |
| Edgar Lomax Co | 15,380 | $104.5K | 0.01% | +15,380 | New |
| Rosenberg Matthew Hamilton | 3,041 | $103.8K | 0.03% | −794−20.7% | Reduced |
| Umb Bank N A | 2,766 | $94.4K | 0.00% | +1,372+98.4% | Added |
| Global Retirement Partners, LLC | 2,521 | $93.4K | 0.00% | +1,289+104.6% | Added |
| Belpointe Asset Management LLC | 2,681 | $91.5K | 0.00% | +1,092+68.7% | Added |
| Hoey Investments, Inc | 2,600 | $88.7K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 2,448 | $83.5K | 0.00% | −237−8.8% | Reduced |
| Grove Bank & Trust | 2,237 | $76.3K | 0.02% | −708−24.0% | Reduced |
| Hexagon Capital Partners LLC | 2,188 | $74.7K | 0.02% | +262+13.6% | Added |
| Glassman Wealth Services | 2,144 | $73.2K | 0.01% | +186+9.5% | Added |
| U S Global Investors Inc | 2,000 | $68.3K | 0.00% | +2,000 | New |
| Financial Management Professionals, Inc. | 1,830 | $62.0K | 0.01% | +519+39.6% | Added |
| Ellevest, Inc. | 1,632 | $55.7K | 0.00% | −569−25.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,550 | $52.9K | 0.03% | +950+158.3% | Added |
| JCIC Asset Management Inc. | 1,530 | $52.2K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,530 | $52.0K | 0.00% | +330+27.5% | Added |
| Whittier Trust Co | 1,477 | $50.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,460 | $49.8K | 0.00% | −111−7.1% | Reduced |
| Park Place Capital Corp | 1,342 | $45.8K | 0.01% | −6−0.4% | Reduced |
| Ridgewood Investments LLC | 1,241 | $42.4K | 0.03% | +1,241 | New |
| Bogart Wealth, LLC | 1,224 | $41.8K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,107 | $37.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,102 | $37.6K | 0.00% | +817+286.7% | Added |
| Column Capital Advisors, LLC | 1,006 | $34.3K | 0.01% | +288+40.1% | Added |
| BerganKDV Wealth Management, LLC | 1,000 | $34.1K | 0.00% | −3,721−78.8% | Reduced |
| Banque Cantonale Vaudoise | 1,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 990 | $33.8K | 0.00% | +990 | New |
| Edmond de Rothschild Holding S.A. | 907 | $31.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 600 | $29.6K | 0.00% | −8,192−93.2% | Reduced |
| Baker Avenue Asset Management, LP | 860 | $29.4K | 0.00% | +47+5.8% | Added |
| Hanson & Doremus Investment Management | 809 | $28.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 800 | $27.3K | 0.01% | +800 | New |
| BNP Paribas Arbitrage, SA | 785 | $26.8K | 0.00% | −669−46.0% | Reduced |
| Allworth Financial LP | 757 | $25.8K | 0.00% | +194+34.5% | Added |
| HHM Wealth Advisors, LLC | 751 | $25.6K | 0.01% | +109+17.0% | Added |
| Syverson Strege & Co | 748 | $25.5K | 0.01% | +748 | New |
| JFS Wealth Advisors, LLC | 712 | $24.3K | 0.00% | +47+7.1% | Added |
| MCF Advisors LLC | 688 | $23.5K | 0.00% | +688 | New |
| Milestone Investment Advisors LLC | 671 | $22.9K | 0.01% | +671 | New |
| Hantz Financial Services, Inc. | 583 | $20.0K | 0.00% | +50+9.4% | Added |
| Boyd Watterson Asset Management LLC | 523 | $17.9K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 433 | $14.8K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 427 | $14.6K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 403 | $13.8K | 0.00% | +361+859.5% | Added |
| WealthPLAN Partners, LLC | 392 | $13.4K | 0.00% | +392 | New |
| First Horizon Advisors, Inc. | 363 | $12.4K | 0.00% | +58+19.0% | Added |
| Smithfield Trust Co | 359 | $12.0K | 0.00% | +359 | New |
| Schubert & Co | 344 | $11.7K | 0.01% | +11+3.3% | Added |
| Arlington Partners LLC | 335 | $11.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 300 | $10.0K | 0.00% | +300 | New |
| Cary Street Partner Investment Advisory LLC | 282 | $9.63K | 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 |
| Bartlett & Co. Wealth Management LLC | 254 | $8.96K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 261 | $8.91K | 0.00% | +88+50.9% | Added |
| EverSource Wealth Advisors, LLC | 246 | $8.40K | 0.00% | −197−44.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 234 | $8.00K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 219 | $7.47K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 214 | $7.30K | 0.00% | +72+50.7% | Added |
| CoreFirst Bank & Trust | 212 | $7.24K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 208 | $7.10K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 208 | $7.09K | 0.00% | −2−1.0% | Reduced |
| Coastal Capital Group, Inc. | 163 | $5.56K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 159 | $5.43K | 0.00% | +159 | New |
| RFP Financial Group LLC | 157 | $5.36K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 168 | $5.24K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 150 | $5.12K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 148 | $5.05K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 143 | $5.05K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 141 | $4.81K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 132 | $4.50K | 0.00% | +132 | New |
| Accel Wealth Management | 131 | $4.47K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 122 | $4.16K | 0.00% | +93+320.7% | Added |
| JJJ Advisors Inc. | 112 | $4.07K | 0.00% | 00.0% | Unchanged |
| 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 |