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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2023: 365 institutions
Q1 2021: 263 institutionsQ2 2021: 262 institutionsQ3 2021: 263 institutionsQ4 2021: 284 institutionsQ1 2022: 297 institutionsQ2 2022: 292 institutionsQ3 2022: 289 institutionsQ4 2022: 316 institutionsQ1 2023: 338 institutionsQ2 2023: 365 institutionsQ3 2023: 375 institutionsQ4 2023: 412 institutionsQ1 2024: 411 institutionsQ2 2024: 419 institutionsQ3 2024: 425 institutionsQ4 2024: 466 institutionsQ1 2025: 507 institutionsQ2 2025: 513 institutionsQ3 2025: 555 institutionsQ4 2025: 617 institutionsQ1 2026: 646 institutionsQ2 2026: 713 institutions
Value heldQ2 2023: $2.35B
Q1 2021: $1.48BQ2 2021: $1.52BQ3 2021: $1.29BQ4 2021: $1.44BQ1 2022: $1.70BQ2 2022: $1.72BQ3 2022: $1.40BQ4 2022: $1.67BQ1 2023: $1.93BQ2 2023: $2.35BQ3 2023: $2.31BQ4 2023: $2.27BQ1 2024: $2.10BQ2 2024: $2.36BQ3 2024: $2.37BQ4 2024: $2.67BQ1 2025: $4.30BQ2 2025: $4.68BQ3 2025: $5.64BQ4 2025: $6.53BQ1 2026: $6.97BQ2 2026: $8.00B
Institutions holding HSBC and their total value by quarter
QuarterHoldersValue
Q2 2026713$8.00B
Q1 2026646$6.97B
Q4 2025617$6.53B
Q3 2025555$5.64B
Q2 2025513$4.68B
Q1 2025507$4.30B
Q4 2024466$2.67B
Q3 2024425$2.37B
Q2 2024419$2.36B
Q1 2024411$2.10B
Q4 2023412$2.27B
Q3 2023375$2.31B
Q2 2023365$2.35B
Q1 2023338$1.93B
Q4 2022316$1.67B
Q3 2022289$1.40B
Q2 2022292$1.72B
Q1 2022297$1.70B
Q4 2021284$1.44B
Q3 2021263$1.29B
Q2 2021262$1.52B
Q1 2021263$1.48B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q1 2023.

Institutions holding HSBC in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Toronto Dominion Bank12$00.00%00.0%Unchanged
Macroview Investment Management LLC2$800.00%00.0%Unchanged
Motco13$5150.00%+13New
WFA of San Diego, LLC14$5550.00%+14New
Level Financial Advisors, Inc.20$7920.00%00.0%Unchanged
SRS Capital Advisors, Inc.20$7930.00%−102−83.6%Reduced
Front Row Advisors LLC13$1.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management31$1.00K0.00%+31New
Cullen/Frost Bankers, Inc.28$1.09K0.00%00.0%Unchanged
Antonetti Capital Management LLC39$1.54K0.00%00.0%Unchanged
Key Financial Inc39$1.54K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC40$1.58K0.00%+40New
Gradient Investments LLC44$1.74K0.00%+44New
Baystate Wealth Management LLC45$1.81K0.00%00.0%Unchanged
CVA Family Office, LLC49$1.94K0.00%+49New
New England Capital Financial Advisors LLC50$1.98K0.00%00.0%Unchanged
Hollencrest Capital Management54$2.14K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC55$2.18K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.56$2.22K0.00%−3−5.1%Reduced
PFS Partners, LLC58$2.29K0.00%+3+5.5%Added
Abound Wealth Management62$2.46K0.00%+62New
AXA S.A.64$2.54K0.00%−25−28.1%Reduced
Sofos Investments, Inc.40$2.57K0.01%+6+17.6%Added
Archer Investment Corp68$2.68K0.00%+3+4.6%Added
NVWM, LLC75$2.97K0.00%+75New
TSFG, LLC82$3.00K0.00%+82New
Sound Income Strategies, LLC83$3.29K0.00%00.0%Unchanged
Farther Finance Advisors, LLC84$3.33K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.87$3.45K0.00%+87New
Federated Hermes, Inc.89$3.53K0.00%−25−21.9%Reduced
Private Ocean, LLC95$3.76K0.00%00.0%Unchanged
Chesapeake Asset Management LLC100$3.96K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC100$3.96K0.00%00.0%Unchanged
Valley National Advisers Inc100$4.00K0.00%00.0%Unchanged
Asset Dedication, LLC100$4.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC103$4.00K0.00%+103New
Carolinas Wealth Consulting LLC101$4.00K0.00%−4−3.8%Reduced
M&R Capital Management Inc105$4.16K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group108$4.28K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc110$4.36K0.00%00.0%Unchanged
JJJ Advisors Inc.112$4.44K0.00%00.0%Unchanged
PrairieView Partners, LLC146$5.00K0.00%00.0%Unchanged
Financial Connections Group, Inc.143$5.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC128$5.07K0.00%+14+12.3%Added
Larson Financial Group LLC132$5.23K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC168$5.24K0.00%00.0%Unchanged
Beacon Capital Management, LLC141$5.59K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC143$5.67K0.00%00.0%Unchanged
Duncker Streett & Co Inc148$5.86K0.00%00.0%Unchanged
Baldwin Brothers Inc150$5.94K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.150$5.94K0.00%+150New
RFP Financial Group LLC157$6.22K0.00%00.0%Unchanged
Coastal Capital Group, Inc.163$6.46K0.00%00.0%Unchanged
Addison Advisors LLC175$6.93K0.00%+102+139.7%Added
MRP Capital Investments, LLC200$7.92K0.01%+200New
Bollard Group LLC201$8.00K0.00%+201New
Cape Investment Advisory, Inc.211$8.36K0.00%+52+32.7%Added
CoreFirst Bank & Trust212$8.40K0.01%00.0%Unchanged
Bell Investment Advisors, Inc212$8.40K0.00%+109+105.8%Added
Eagle Bay Advisors LLC214$8.48K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC219$8.68K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA234$9.00K0.01%00.0%Unchanged
Bartlett & Co. LLC254$10.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC254$10.1K0.00%00.0%Unchanged
Washington Trust Co257$10.2K0.00%−4−1.5%Reduced
Harbour Investments, Inc.266$10.5K0.00%+58+27.9%Added
Macquarie Group Ltd274$11.0K0.00%−1−0.4%Reduced
Cary Street Partner Investment Advisory LLC282$11.2K0.00%00.0%Unchanged
Cutler Group LP330$13.0K0.00%−7,870−96.0%Reduced
Arlington Partners LLC335$13.3K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC358$14.2K0.00%+358New
Park Place Capital Corp367$14.5K0.00%−975−72.7%Reduced
First Horizon Advisors, Inc.367$14.6K0.00%+4+1.1%Added
GW&K Investment Management, LLC391$15.0K0.00%+391New
WealthPLAN Partners, LLC392$15.5K0.00%00.0%Unchanged
Silicon Valley Capital Partners394$15.6K0.00%+394New
Raffa Wealth Management, LLC427$16.9K0.01%00.0%Unchanged
Tortoise Investment Management, LLC433$17.2K0.00%00.0%Unchanged
Smithfield Trust Co500$19.0K0.00%+141+39.3%Added
Manchester Capital Management LLC499$19.8K0.00%+499New
Boyd Watterson Asset Management LLC523$20.7K0.01%00.0%Unchanged
HM Payson & Co556$22.0K0.00%+556New
Benjamin F. Edwards & Company, Inc.677$27.0K0.00%+677New
MCF Advisors LLC688$27.3K0.00%00.0%Unchanged
Allworth Financial LP716$28.4K0.00%−41−5.4%Reduced
HHM Wealth Advisors, LLC751$29.8K0.01%00.0%Unchanged
Tucker Asset Management LLC800$31.7K0.01%00.0%Unchanged
Hanson & Doremus Investment Management809$32.0K0.01%00.0%Unchanged
Baker Avenue Asset Management, LP813$32.2K0.00%−47−5.5%Reduced
EverSource Wealth Advisors, LLC816$32.3K0.00%+570+231.7%Added
JFS Wealth Advisors, LLC866$34.3K0.00%+154+21.6%Added
Edmond de Rothschild Holding S.A.907$35.9K0.00%00.0%Unchanged
Financial Management Professionals, Inc.965$38.0K0.01%−865−47.3%Reduced
Fifth Third Bancorp986$39.1K0.00%−116−10.5%Reduced
Column Capital Advisors, LLC1,006$39.9K0.01%00.0%Unchanged
Banque Cantonale Vaudoise1,000$40.0K0.00%00.0%Unchanged
Ridgewood Investments LLC1,033$40.9K0.02%−208−16.8%Reduced
Tower Research Capital LLC (TRC)1,090$43.2K0.00%+1,083+15,471.4%Added
Atlas Capital Advisors LLC1,107$43.9K0.01%00.0%Unchanged
Bogart Wealth, LLC1,130$44.8K0.00%−94−7.7%Reduced