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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 55,623 | $2.20M | 0.86% | +5,623+11.2% | Added |
| Integrated Wealth Concepts LLC | 61,259 | $2.43M | 0.04% | −146−0.2% | Reduced |
| LPL Financial LLC | 61,476 | $2.44M | 0.00% | −3,301−5.1% | Reduced |
| Wetherby Asset Management Inc | 63,049 | $2.50M | 0.13% | +10,922+21.0% | Added |
| Buckingham Strategic Wealth, LLC | 66,113 | $2.62M | 0.04% | +66,113 | New |
| Yousif Capital Management, LLC | 66,968 | $2.65M | 0.03% | −205−0.3% | Reduced |
| Janney Montgomery Scott LLC | 67,449 | $2.67M | 0.01% | −7,285−9.7% | Reduced |
| Russell Investments Group, Ltd. | 68,512 | $2.71M | 0.01% | −18,699−21.4% | Reduced |
| SEI Investments Co | 70,683 | $2.80M | 0.00% | +12,875+22.3% | Added |
| Beck Bode, LLC | 72,711 | $2.87M | 0.70% | −3,442−4.5% | Reduced |
| The PNC Financial Services Group, Inc. | 73,636 | $2.92M | 0.00% | +15,367+26.4% | Added |
| Sanders Capital, LLC | 73,700 | $2.92M | 0.01% | +73,700 | New |
| Advisor Partners II, LLC | 74,994 | $2.97M | 0.14% | +5,415+7.8% | Added |
| Mercer Global Advisors Inc | 77,588 | $3.07M | 0.01% | +26,848+52.9% | Added |
| Catalyst Capital Advisors LLC | 79,100 | $3.13M | 0.09% | +15,750+24.9% | Added |
| Arrowstreet Capital, Limited Partnership | 92,804 | $3.68M | 0.00% | +76,770+478.8% | Added |
| US Bancorp | 101,149 | $4.01M | 0.01% | +9,271+10.1% | Added |
| Summit Global Investments | 104,977 | $4.16M | 0.28% | +1,480+1.4% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $4.26M | 2.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 107,555 | $4.26M | 0.06% | +15,398+16.7% | Added |
| Regions Financial Corp | 108,267 | $4.29M | 0.04% | +1,254+1.2% | 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 |
| Advisor Group Holdings, Inc. | 111,653 | $4.42M | 0.01% | +46,831+72.2% | Added |
| Thomas White International Ltd | 111,793 | $4.43M | 0.92% | −97−0.1% | Reduced |
| APG Asset Management N.V. | 123,000 | $4.47M | 0.01% | +123,000 | New |
| M&T Bank Corp | 117,142 | $4.64M | 0.02% | +2,599+2.3% | Added |
| Mariner, LLC | 121,697 | $4.82M | 0.01% | +18,910+18.4% | Added |
| HighTower Advisors, LLC | 123,592 | $4.90M | 0.01% | +75,591+157.5% | Added |
| Creative Planning | 138,284 | $5.48M | 0.01% | +42,813+44.8% | Added |
| Susquehanna Fundamental Investments, LLC | 139,998 | $5.55M | 0.20% | 00.0% | Unchanged |
| UBS Group AG | 146,686 | $5.81M | 0.00% | +5,339+3.8% | Added |
| Bank of Montreal | 148,481 | $5.88M | 0.00% | +64,521+76.8% | Added |
| Hennessy Advisors Inc | 154,200 | $6.11M | 0.44% | −8,700−5.3% | Reduced |
| JPMorgan Chase & Co | 155,169 | $6.15M | 0.00% | +28,076+22.1% | Added |
| American Assets Investment Management, LLC | 166,918 | $6.61M | 0.74% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 168,764 | $6.69M | 0.00% | −8,108−4.6% | Reduced |
| Renaissance Group LLC | 172,240 | $6.82M | 0.29% | −27,453−13.7% | Reduced |
| Meritage Portfolio Management | 233,221 | $9.24M | 0.65% | −11,383−4.7% | Reduced |
| Crossmark Global Holdings, Inc. | 247,617 | $10.3M | 0.22% | −575−0.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 315,187 | $12.5M | 0.06% | +91,487+40.9% | Added |
| Balyasny Asset Management LLC | 324,629 | $12.9M | 0.04% | +9,933+3.2% | Added |
| Raymond James & Associates | 330,743 | $13.1M | 0.01% | +33,111+11.1% | Added |
| Ameriprise Financial Inc | 358,916 | $14.2M | 0.00% | +2,277+0.6% | Added |
| American Century Companies Inc | 500,967 | $19.8M | 0.01% | +64,648+14.8% | Added |
| Envestnet Asset Management Inc | 568,929 | $22.5M | 0.01% | +216,510+61.4% | Added |
| Citadel Advisors LLC | 599,074 | $23.7M | 0.03% | +189,155+46.1% | Added |
| Natixis Advisors, L.P. | 604,487 | $23.9M | 0.07% | +41,030+7.3% | Added |
| Wells Fargo & Company | 609,617 | $24.2M | 0.01% | +1,758+0.3% | Added |
| Cookson Peirce & Co Inc | 615,613 | $24.4M | 1.49% | +149,350+32.0% | Added |
| FIL Ltd | 708,266 | $28.1M | 0.03% | −100,871−12.5% | Reduced |
| FMR LLC | 719,469 | $28.5M | 0.00% | +105,209+17.1% | Added |
| Royal Bank of Canada | 970,094 | $38.4M | 0.01% | −14,838−1.5% | Reduced |
| Clark Capital Management Group, Inc. | 1,022,436 | $40.5M | 0.36% | +1,022,436 | New |
| Citigroup Inc | 1,465,196 | $58.1M | 0.07% | −1,454−0.1% | Reduced |
| Renaissance Technologies LLC | 1,686,043 | $66.8M | 0.10% | −155,200−8.4% | Reduced |
| Northern Trust Corp | 1,823,993 | $72.3M | 0.01% | +83,792+4.8% | Added |
| BlackRock Inc. | 1,993,732 | $79.0M | 0.00% | +227,790+12.9% | Added |
| Bank of America Corp | 3,372,064 | $133.6M | 0.02% | +4,462+0.1% | Added |
| Jane Street Group, LLC | 4,370,248 | $173.1M | 0.24% | −963,514−18.1% | Reduced |
| Lazard Asset Management LLC | 4,422,142 | $175.2M | 0.22% | +1,364,367+44.6% | Added |
| Goldman Sachs Group Inc | 4,799,348 | $190.2M | 0.05% | +178,435+3.9% | Added |
| Morgan Stanley | 8,301,559 | $328.9M | 0.03% | +981,729+13.4% | Added |
| Dimensional Fund Advisors LP | 10,964,950 | $434.4M | 0.14% | +438,181+4.2% | Added |
| Quilter Plc | 230 | – | – | 00.0% | Unchanged |
| Norges Bank | 0 | $0 | 0.00% | −1,560,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −184,996−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −139,617−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −107,830−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −61,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −52,160−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −48,663−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −37,759−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −27,407−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −24,519−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −13,439−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −12,650−100.0% | Sold out |
| SAL Trading, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −10,034−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,404−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,231−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −7,709−100.0% | Sold out |
| Single Point Partners, LLC | 0 | $0 | 0.00% | −7,709−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,212−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,681−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,632−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −748−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −671−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |