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, Q2 2023
Institutional positions in HSBC Holdings PLC as of Jun 30, 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
- 365
- +28 vs. Q1 2023
- Shares held
- 59.4M
- +2.88M (+5.1%) vs. Q1 2023
- Total value
- $2.35B
- +$424.1M (+22.0%) vs. Q1 2023
- New holders
- 64
- 142 more added
- Sold out
- 36
- 79 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 10,964,950 | $434.4M | 0.14% | +438,181+4.2% | Added |
| Morgan Stanley | 8,301,559 | $328.9M | 0.03% | +981,729+13.4% | Added |
| Goldman Sachs Group Inc | 4,799,348 | $190.2M | 0.05% | +178,435+3.9% | Added |
| Lazard Asset Management LLC | 4,422,142 | $175.2M | 0.22% | +1,364,367+44.6% | Added |
| Jane Street Group, LLC | 4,370,248 | $173.1M | 0.24% | −963,514−18.1% | Reduced |
| Bank of America Corp | 3,372,064 | $133.6M | 0.02% | +4,462+0.1% | Added |
| BlackRock Inc. | 1,993,732 | $79.0M | 0.00% | +227,790+12.9% | Added |
| Northern Trust Corp | 1,823,993 | $72.3M | 0.01% | +83,792+4.8% | Added |
| Renaissance Technologies LLC | 1,686,043 | $66.8M | 0.10% | −155,200−8.4% | Reduced |
| Citigroup Inc | 1,465,196 | $58.1M | 0.07% | −1,454−0.1% | Reduced |
| Clark Capital Management Group, Inc. | 1,022,436 | $40.5M | 0.36% | +1,022,436 | New |
| Royal Bank of Canada | 970,094 | $38.4M | 0.01% | −14,838−1.5% | Reduced |
| FMR LLC | 719,469 | $28.5M | 0.00% | +105,209+17.1% | Added |
| FIL Ltd | 708,266 | $28.1M | 0.03% | −100,871−12.5% | Reduced |
| Cookson Peirce & Co Inc | 615,613 | $24.4M | 1.49% | +149,350+32.0% | Added |
| Wells Fargo & Company | 609,617 | $24.2M | 0.01% | +1,758+0.3% | Added |
| Natixis Advisors, L.P. | 604,487 | $23.9M | 0.07% | +41,030+7.3% | Added |
| Citadel Advisors LLC | 599,074 | $23.7M | 0.03% | +189,155+46.1% | Added |
| Envestnet Asset Management Inc | 568,929 | $22.5M | 0.01% | +216,510+61.4% | Added |
| American Century Companies Inc | 500,967 | $19.8M | 0.01% | +64,648+14.8% | Added |
| Ameriprise Financial Inc | 358,916 | $14.2M | 0.00% | +2,277+0.6% | Added |
| Raymond James & Associates | 330,743 | $13.1M | 0.01% | +33,111+11.1% | Added |
| Balyasny Asset Management LLC | 324,629 | $12.9M | 0.04% | +9,933+3.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 315,187 | $12.5M | 0.06% | +91,487+40.9% | Added |
| Crossmark Global Holdings, Inc. | 247,617 | $10.3M | 0.22% | −575−0.2% | Reduced |
| Meritage Portfolio Management | 233,221 | $9.24M | 0.65% | −11,383−4.7% | Reduced |
| Renaissance Group LLC | 172,240 | $6.82M | 0.29% | −27,453−13.7% | Reduced |
| Bank of New York Mellon Corp | 168,764 | $6.69M | 0.00% | −8,108−4.6% | Reduced |
| American Assets Investment Management, LLC | 166,918 | $6.61M | 0.74% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 155,169 | $6.15M | 0.00% | +28,076+22.1% | Added |
| Hennessy Advisors Inc | 154,200 | $6.11M | 0.44% | −8,700−5.3% | Reduced |
| Bank of Montreal | 148,481 | $5.88M | 0.00% | +64,521+76.8% | Added |
| UBS Group AG | 146,686 | $5.81M | 0.00% | +5,339+3.8% | Added |
| Susquehanna Fundamental Investments, LLC | 139,998 | $5.55M | 0.20% | 00.0% | Unchanged |
| Creative Planning | 138,284 | $5.48M | 0.01% | +42,813+44.8% | Added |
| HighTower Advisors, LLC | 123,592 | $4.90M | 0.01% | +75,591+157.5% | Added |
| Mariner, LLC | 121,697 | $4.82M | 0.01% | +18,910+18.4% | Added |
| M&T Bank Corp | 117,142 | $4.64M | 0.02% | +2,599+2.3% | Added |
| APG Asset Management N.V. | 123,000 | $4.47M | 0.01% | +123,000 | New |
| Thomas White International Ltd | 111,793 | $4.43M | 0.92% | −97−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 111,653 | $4.42M | 0.01% | +46,831+72.2% | Added |
| Brinker Capital Investments, LLC | 108,430 | $4.30M | 0.05% | −1,546−1.4% | Reduced |
| Orion Portfolio Solutions, LLC | 108,430 | $4.30M | 0.05% | −1,546−1.4% | Reduced |
| Regions Financial Corp | 108,267 | $4.29M | 0.04% | +1,254+1.2% | Added |
| O'Shaughnessy Asset Management, LLC | 107,555 | $4.26M | 0.06% | +15,398+16.7% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $4.26M | 2.02% | 00.0% | Unchanged |
| Summit Global Investments | 104,977 | $4.16M | 0.28% | +1,480+1.4% | Added |
| US Bancorp | 101,149 | $4.01M | 0.01% | +9,271+10.1% | Added |
| Arrowstreet Capital, Limited Partnership | 92,804 | $3.68M | 0.00% | +76,770+478.8% | Added |
| Catalyst Capital Advisors LLC | 79,100 | $3.13M | 0.09% | +15,750+24.9% | Added |
| Mercer Global Advisors Inc | 77,588 | $3.07M | 0.01% | +26,848+52.9% | Added |
| Advisor Partners II, LLC | 74,994 | $2.97M | 0.14% | +5,415+7.8% | Added |
| Sanders Capital, LLC | 73,700 | $2.92M | 0.01% | +73,700 | New |
| The PNC Financial Services Group, Inc. | 73,636 | $2.92M | 0.00% | +15,367+26.4% | Added |
| Beck Bode, LLC | 72,711 | $2.87M | 0.70% | −3,442−4.5% | Reduced |
| SEI Investments Co | 70,683 | $2.80M | 0.00% | +12,875+22.3% | Added |
| Russell Investments Group, Ltd. | 68,512 | $2.71M | 0.01% | −18,699−21.4% | Reduced |
| Janney Montgomery Scott LLC | 67,449 | $2.67M | 0.01% | −7,285−9.7% | Reduced |
| Yousif Capital Management, LLC | 66,968 | $2.65M | 0.03% | −205−0.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 66,113 | $2.62M | 0.04% | +66,113 | New |
| Wetherby Asset Management Inc | 63,049 | $2.50M | 0.13% | +10,922+21.0% | Added |
| LPL Financial LLC | 61,476 | $2.44M | 0.00% | −3,301−5.1% | Reduced |
| Integrated Wealth Concepts LLC | 61,259 | $2.43M | 0.04% | −146−0.2% | Reduced |
| West Family Investments, Inc. | 55,623 | $2.20M | 0.86% | +5,623+11.2% | Added |
| Private Advisor Group, LLC | 52,683 | $2.16M | 0.02% | +1,115+2.2% | Added |
| JustInvest LLC | 53,873 | $2.13M | 0.07% | +7,965+17.3% | Added |
| Veriti Management LLC | 52,525 | $2.08M | 0.23% | −2,474−4.5% | Reduced |
| CI Private Wealth, LLC | 51,181 | $2.02M | 0.00% | +303+0.6% | Added |
| Qtron Investments LLC | 50,863 | $2.02M | 0.38% | +3,121+6.5% | Added |
| Cresset Asset Management, LLC | 50,690 | $2.01M | 0.01% | +50,690 | New |
| CIBC World Markets Inc. | 50,482 | $2.00M | 0.01% | +32,422+179.5% | Added |
| Charles Schwab Investment Management Inc | 49,433 | $1.96M | 0.00% | +24,782+100.5% | Added |
| Koss-Olinger Consulting, LLC | 49,048 | $1.94M | 0.23% | +1,421+3.0% | Added |
| Naviter Wealth, LLC | 48,100 | $1.91M | 0.48% | +5,320+12.4% | Added |
| Commonwealth Equity Services, LLC | 47,984 | $1.90M | 0.00% | +21,465+80.9% | Added |
| Victory Capital Management Inc | 47,095 | $1.87M | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 46,365 | $1.84M | 0.00% | −3,311−6.7% | Reduced |
| Earnest Partners LLC | 45,428 | $1.80M | 0.01% | −158−0.3% | Reduced |
| Ritholtz Wealth Management | 43,562 | $1.73M | 0.08% | +5,547+14.6% | Added |
| Barclays PLC | 40,207 | $1.59M | 0.00% | −150−0.4% | Reduced |
| Quantinno Capital Management LP | 38,528 | $1.53M | 0.09% | +7,831+25.5% | Added |
| MML Investors Services, LLC | 38,024 | $1.51M | 0.01% | +9,186+31.9% | Added |
| Ethic Inc. | 37,199 | $1.47M | 0.05% | +2,110+6.0% | Added |
| Signaturefd, LLC | 37,160 | $1.47M | 0.04% | +7,747+26.3% | Added |
| Stifel Financial Corp | 35,757 | $1.42M | 0.00% | +8,760+32.4% | Added |
| Captrust Financial Advisors | 35,680 | $1.41M | 0.01% | +1,599+4.7% | Added |
| Oppenheimer & Co Inc | 35,317 | $1.40M | 0.03% | −1,838−4.9% | Reduced |
| Thoroughbred Financial Services, LLC | 35,042 | $1.39M | 0.18% | +4,048+13.1% | Added |
| Vident Investment Advisory, LLC | 34,870 | $1.38M | 0.05% | +15,264+77.9% | Added |
| Miracle Mile Advisors, LLC | 34,193 | $1.35M | 0.04% | −19,552−36.4% | Reduced |
| BNP Paribas Arbitrage, SA | 34,069 | $1.35M | 0.00% | +33,284+4,240.0% | Added |
| Pacer Advisors, Inc. | 34,030 | $1.35M | 0.01% | +3,308+10.8% | Added |
| Level Four Advisory Services, LLC | 32,721 | $1.30M | 0.08% | +1,964+6.4% | Added |
| Cerity Partners LLC | 31,623 | $1.25M | 0.00% | +2,243+7.6% | Added |
| Truist Financial Corp | 31,484 | $1.25M | 0.00% | −1,020−3.1% | Reduced |
| Schechter Investment Advisors, LLC | 30,992 | $1.23M | 0.11% | +821+2.7% | Added |
| Park Avenue Securities LLC | 30,457 | $1.21M | 0.02% | +11,859+63.8% | Added |
| LGT Group Foundation | 30,325 | $1.20M | 0.03% | −1,190−3.8% | Reduced |
| Old Mission Capital LLC | 29,455 | $1.17M | 0.04% | +6,406+27.8% | Added |
| Susquehanna International Securities, Ltd. | 29,255 | $1.16M | 1.08% | +29,255 | New |