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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1,027 | $50.6K | 0.00% | +427+71.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,300 | $51.5K | 0.03% | −250−16.1% | Reduced |
| Whittier Trust Co | 1,341 | $53.1K | 0.00% | −136−9.2% | Reduced |
| TD Private Client Wealth LLC | 1,524 | $60.4K | 0.00% | +64+4.4% | Added |
| JCIC Asset Management Inc. | 1,530 | $60.6K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,653 | $65.5K | 0.00% | +663+67.0% | Added |
| GWM Advisors LLC | 1,689 | $66.9K | 0.00% | +1,610+2,038.0% | Added |
| Spire Wealth Management | 1,848 | $73.2K | 0.00% | −600−24.5% | Reduced |
| Bessemer Group Inc | 1,868 | $74.0K | 0.00% | +338+22.1% | Added |
| Ronald Blue Trust, Inc. | 2,264 | $77.0K | 0.00% | −1,515−40.1% | Reduced |
| Grove Bank & Trust | 2,231 | $88.4K | 0.02% | −6−0.3% | Reduced |
| Glassman Wealth Services | 2,297 | $91.0K | 0.01% | +153+7.1% | Added |
| Hexagon Capital Partners LLC | 2,436 | $96.5K | 0.03% | +248+11.3% | Added |
| Hoey Investments, Inc | 2,600 | $103.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,786 | $110.4K | 0.01% | +265+10.5% | Added |
| Umb Bank N A | 2,791 | $110.6K | 0.00% | +25+0.9% | Added |
| Rosenberg Matthew Hamilton | 3,041 | $120.5K | 0.04% | 00.0% | Unchanged |
| Edgar Lomax Co | 15,380 | $121.6K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,210 | $127.2K | 0.00% | −11−0.3% | Reduced |
| National Bank of Canada | 3,653 | $144.6K | 0.00% | +121+3.4% | Added |
| Steward Partners Investment Advisory, LLC | 3,843 | $152.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,859 | $153.0K | 0.00% | +538+16.2% | Added |
| Texas Yale Capital Corp. | 5,050 | $200.1K | 0.01% | +5,050 | New |
| Augustine Asset Management Inc | 5,110 | $202.5K | 0.09% | +5,110 | New |
| Savant Capital, LLC | 5,165 | $204.6K | 0.00% | +5,165 | New |
| Scotia Capital Inc. | 5,183 | $205.3K | 0.00% | +5,183 | New |
| Lester Murray Antman dba SimplyRich | 5,295 | $209.0K | 0.07% | +5,295 | New |
| Snowden Capital Advisors LLC | 5,446 | $215.8K | 0.01% | +5,446 | New |
| Keybank National Association | 5,448 | $215.9K | 0.00% | +5,448 | New |
| Waters Parkerson & Co., LLC | 5,500 | $218.0K | 0.01% | +5,500 | New |
| Rathbone Brothers plc | 5,600 | $221.9K | 0.00% | +5,600 | New |
| Cornerstone Wealth Management, LLC | 5,628 | $223.0K | 0.02% | +5,628 | New |
| Kestra Advisory Services, LLC | 5,646 | $223.7K | 0.00% | +5,646 | New |
| Bailard, Inc. | 5,654 | $224.0K | 0.01% | −2,219−28.2% | Reduced |
| Legacy Capital Group California, Inc. | 5,673 | $224.8K | 0.09% | +5,673 | New |
| WealthTrust Axiom LLC | 5,705 | $226.0K | 0.07% | +5,705 | New |
| Lindbrook Capital, LLC | 5,783 | $229.1K | 0.02% | −117−2.0% | Reduced |
| Geneos Wealth Management Inc. | 5,879 | $232.9K | 0.01% | +300+5.4% | Added |
| Fox Run Management, L.L.C. | 5,881 | $233.0K | 0.07% | +5,881 | New |
| FDx Advisors, Inc. | 5,941 | $235.0K | 0.01% | +5,941 | New |
| Keel Point, LLC | 5,933 | $235.1K | 0.03% | −634−9.7% | Reduced |
| Moors & Cabot, Inc. | 5,986 | $237.2K | 0.02% | +763+14.6% | Added |
| Baldwin Investment Management, LLC | 6,014 | $238.3K | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 6,030 | $238.9K | 0.00% | +6,030 | New |
| Optas, LLC | 6,236 | $247.1K | 0.08% | +348+5.9% | Added |
| Capstone Investment Advisors, LLC | 6,433 | $254.9K | 0.01% | +6,433 | New |
| Sawtooth Solutions, LLC | 6,496 | $257.4K | 0.01% | +350+5.7% | Added |
| Bleakley Financial Group, LLC | 6,496 | $257.4K | 0.01% | +350+5.7% | Added |
| Harbor Investment Advisory, LLC | 6,513 | $258.0K | 0.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 6,658 | $263.8K | 0.04% | +60+0.9% | Added |
| Safeguard Investment Advisory Group, LLC | 6,720 | $266.3K | 0.11% | −2,689−28.6% | Reduced |
| Fisher Asset Management, LLC | 6,895 | $273.2K | 0.00% | +227+3.4% | Added |
| Parallel Advisors, LLC | 6,925 | $274.4K | 0.01% | +997+16.8% | Added |
| Ballentine Partners, LLC | 7,050 | $279.3K | 0.01% | +7,050 | New |
| Susquehanna International Group, LLP | 7,176 | $284.3K | 0.00% | −55,812−88.6% | Reduced |
| SYSTM Wealth Solutions LLC | 7,184 | $284.6K | 0.04% | −457−6.0% | Reduced |
| Flow Traders U.S. LLC | 7,412 | $294.0K | 0.01% | +7,412 | New |
| Pitcairn Co | 7,486 | $296.6K | 0.02% | +7,486 | New |
| Huntington National Bank | 7,569 | $299.9K | 0.00% | −529−6.5% | Reduced |
| Cetera Advisors LLC | 7,604 | $301.3K | 0.00% | −3,094−28.9% | Reduced |
| WNY Asset Management, LLC | 7,650 | $303.1K | 0.06% | −100−1.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,752 | $307.1K | 0.00% | +7,752 | New |
| Pinnacle Wealth Planning Services, Inc. | 7,787 | $308.5K | 0.05% | +17+0.2% | Added |
| Henshaw Capital LLC | 7,855 | $311.2K | 0.02% | 00.0% | Unchanged |
| Five Oceans Advisors | 7,959 | $315.3K | 0.20% | 00.0% | Unchanged |
| CSS LLC | 8,000 | $317.0K | 0.02% | −2,000−20.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,055 | $319.0K | 0.00% | −832−9.4% | Reduced |
| American Trust Investment Advisors, LLC | 8,420 | $333.6K | 0.19% | −1,135−11.9% | Reduced |
| Allie Family Office LLC | 8,504 | $336.9K | 0.24% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 8,620 | $341.5K | 0.02% | −344−3.8% | Reduced |
| Two Sigma Securities, LLC | 8,686 | $344.1K | 0.03% | +8,686 | New |
| Ieq Capital, LLC | 8,771 | $347.5K | 0.01% | +2,177+33.0% | Added |
| Vestmark Advisory Solutions, Inc. | 8,794 | $348.4K | 0.01% | −308−3.4% | Reduced |
| Guggenheim Capital LLC | 8,796 | $348.5K | 0.00% | −3,348−27.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,819 | $349.4K | 0.00% | +302+3.5% | Added |
| Proequities, Inc. | 8,874 | $351.6K | 0.03% | +8,874 | New |
| Courier Capital LLC | 8,904 | $352.8K | 0.03% | 00.0% | Unchanged |
| U S Global Investors Inc | 9,000 | $356.6K | 0.02% | +7,000+350.0% | Added |
| HighMark Wealth Management LLC | 9,008 | $356.9K | 0.27% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 9,039 | $358.1K | 0.00% | −456−4.8% | Reduced |
| Gallacher Capital Management LLC | 9,371 | $371.3K | 0.21% | +1,915+25.7% | Added |
| Advisors Asset Management, Inc. | 9,477 | $375.5K | 0.01% | +6,057+177.1% | Added |
| Argonautica Private Wealth Management, Inc | 9,526 | $377.4K | 0.17% | +2,247+30.9% | Added |
| Neuberger Berman Group LLC | 9,567 | $379.0K | 0.00% | +760+8.6% | Added |
| Aquatic Capital Management LLC | 9,700 | $384.0K | 0.02% | +9,700 | New |
| CAPROCK Group, Inc. | 9,779 | $387.5K | 0.03% | +682+7.5% | Added |
| Deutsche Bank AG | 9,853 | $390.4K | 0.00% | +288+3.0% | Added |
| Cetera Investment Advisers | 10,055 | $398.4K | 0.00% | +3,001+42.5% | Added |
| Valeo Financial Advisors, LLC | 10,083 | $399.5K | 0.02% | +426+4.4% | Added |
| Greenleaf Trust | 10,102 | $400.2K | 0.00% | +378+3.9% | Added |
| Jag Capital Management, LLC | 10,239 | $405.7K | 0.05% | −254−2.4% | Reduced |
| Investors Research Corp | 10,266 | $406.7K | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group Ltd. | 10,414 | $412.6K | 0.33% | +10,414 | New |
| New York State Common Retirement Fund | 10,457 | $414.3K | 0.00% | +3,121+42.5% | Added |
| HRT Financial LP | 10,897 | $431.0K | 0.00% | +10,897 | New |
| Cooper Financial Group | 10,910 | $432.3K | 0.11% | +462+4.4% | Added |
| Henry James International Management, Inc. | 11,287 | $447.2K | 0.19% | +2,224+24.5% | Added |
| Blair William & Co | 11,492 | $455.3K | 0.00% | −429−3.6% | Reduced |
| Cubist Systematic Strategies, LLC | 11,506 | $455.9K | 0.01% | −122,723−91.4% | Reduced |
| PDS Planning, Inc | 11,918 | $472.2K | 0.06% | +712+6.4% | Added |