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 |
|---|---|---|---|---|---|
| Eagle Asset Management Inc | 29,171 | $1.16M | 0.01% | −1,091−3.6% | Reduced |
| Quadrant Capital Group LLC | 28,982 | $1.15M | 0.11% | +5,499+23.4% | Added |
| JT Stratford LLC | 28,717 | $1.14M | 0.31% | +9,698+51.0% | Added |
| Verdence Capital Advisors LLC | 28,245 | $1.12M | 0.13% | −4,121−12.7% | Reduced |
| IFG Advisory, LLC | 28,208 | $1.12M | 0.10% | +28,208 | New |
| Lake Street Advisors Group, LLC | 27,786 | $1.10M | 0.06% | +2,173+8.5% | Added |
| Clifford Capital Partners LLC | 27,734 | $1.10M | 0.32% | +27,734 | New |
| Karpas Strategies, LLC | 27,200 | $1.08M | 0.36% | 00.0% | Unchanged |
| Forum Financial Management, LP | 27,067 | $1.07M | 0.02% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 26,480 | $1.06M | 0.02% | +1,442+5.8% | Added |
| MAI Capital Management | 26,450 | $1.05M | 0.02% | +479+1.8% | Added |
| Rockefeller Capital Management L.P. | 26,439 | $1.05M | 0.00% | +1,543+6.2% | Added |
| Squarepoint Ops LLC | 25,815 | $1.02M | 0.01% | +25,815 | New |
| Wintrust Investments LLC | 25,775 | $1.02M | 0.10% | +25,775 | New |
| Vontobel Holding Ltd. | 25,765 | $1.02M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 25,718 | $1.02M | 0.00% | +25,718 | New |
| Brandes Investment Partners, LP | 25,106 | $994.7K | 0.02% | −268−1.1% | Reduced |
| AE Wealth Management LLC | 24,885 | $985.9K | 0.01% | +24,885 | New |
| Ashton Thomas Private Wealth, LLC | 24,664 | $977.2K | 0.07% | +18,082+274.7% | Added |
| Cetera Advisor Networks LLC | 23,547 | $932.9K | 0.01% | +7,004+42.3% | Added |
| Sequoia Financial Advisors, LLC | 23,494 | $930.8K | 0.02% | +3,766+19.1% | Added |
| Morningstar Investment Services LLC | 23,386 | $916.0K | 0.01% | +1,584+7.3% | Added |
| PEAK6 Investments LLC | 23,090 | $914.8K | 0.08% | +10,367+81.5% | Added |
| Orleans Capital Management Corp | 23,065 | $913.8K | 0.65% | +3,815+19.8% | Added |
| Gabelli Funds LLC | 23,000 | $911.3K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 23,000 | $911.3K | 0.04% | 00.0% | Unchanged |
| Ergoteles LLC | 22,895 | $907.1K | 0.04% | +22,895 | New |
| Dorsey & Whitney Trust CO LLC | 22,220 | $880.4K | 0.07% | +2,074+10.3% | Added |
| Invesco Ltd. | 22,040 | $873.2K | 0.00% | −2,109−8.7% | Reduced |
| Vise Technologies, Inc. | 21,931 | $868.9K | 0.21% | +3,693+20.2% | Added |
| Checchi Capital Advisers, LLC | 21,392 | $847.6K | 0.08% | +2,520+13.4% | Added |
| First Trust Advisors LP | 20,465 | $810.8K | 0.00% | +20,465 | New |
| Franklin Resources Inc | 20,284 | $803.5K | 0.00% | +4,253+26.5% | Added |
| CIBC Private Wealth Group, LLC | 20,000 | $792.4K | 0.00% | −899−4.3% | Reduced |
| Voya Investment Management LLC | 20,000 | $792.4K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 20,000 | $792.4K | 0.05% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 19,885 | $787.8K | 0.26% | 00.0% | Unchanged |
| McDonald Partners LLC | 19,865 | $787.1K | 0.24% | +889+4.7% | Added |
| Pzena Investment Management LLC | 19,835 | $785.9K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 19,787 | $784.0K | 0.06% | +216+1.1% | Added |
| D.A. Davidson & Co. | 19,666 | $779.2K | 0.01% | +20.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 19,032 | $754.0K | 0.46% | +1,299+7.3% | Added |
| Connectus Wealth, LLC | 18,996 | $752.6K | 0.02% | +18,996 | New |
| TD Waterhouse Canada Inc. | 18,319 | $731.8K | 0.01% | −45−0.2% | Reduced |
| First Manhattan Co | 18,452 | $731.1K | 0.00% | −946−4.9% | Reduced |
| Profund Advisors LLC | 18,257 | $723.3K | 0.04% | −7,157−28.2% | Reduced |
| Prudential Financial Inc | 17,876 | $708.2K | 0.00% | +7,796+77.3% | Added |
| Zions Bancorporation, N.A. | 16,537 | $655.2K | 0.06% | +1,227+8.0% | Added |
| Strategic Global Advisors, LLC | 16,323 | $646.7K | 0.10% | −350−2.1% | Reduced |
| Evergreen Capital Management LLC | 16,191 | $641.5K | 0.03% | +2,999+22.7% | Added |
| Glenmede Trust Co NA | 18,689 | $637.9K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 15,700 | $622.0K | 0.02% | +15,700 | New |
| Crumly & Associates Inc. | 15,252 | $604.3K | 0.24% | +1,127+8.0% | Added |
| State Street Corp | 14,937 | $591.8K | 0.00% | −19,220−56.3% | Reduced |
| Davenport & Co LLC | 14,928 | $591.4K | 0.00% | +14,928 | New |
| Americana Partners, LLC | 14,072 | $557.5K | 0.07% | +210+1.5% | Added |
| XTX Topco Ltd | 13,519 | $535.6K | 0.10% | +1,977+17.1% | Added |
| Boston Private Wealth LLC | 13,519 | $535.6K | 0.01% | +956+7.6% | Added |
| Jarislowsky, Fraser Ltd | 12,815 | $507.7K | 0.00% | −2,870−18.3% | Reduced |
| Cordatus Wealth Management LLC | 12,771 | $506.0K | 0.19% | +12,771 | New |
| Legacy Financial Advisors, Inc. | 12,710 | $503.6K | 0.09% | +1,285+11.2% | Added |
| Wedbush Securities Inc | 12,484 | $495.0K | 0.02% | −606−4.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,317 | $488.0K | 0.17% | +60+0.5% | Added |
| Sage Rhino Capital LLC | 12,162 | $481.9K | 0.13% | +660+5.7% | Added |
| PDS Planning, Inc | 11,918 | $472.2K | 0.06% | +712+6.4% | Added |
| Cubist Systematic Strategies, LLC | 11,506 | $455.9K | 0.01% | −122,723−91.4% | Reduced |
| Blair William & Co | 11,492 | $455.3K | 0.00% | −429−3.6% | Reduced |
| Henry James International Management, Inc. | 11,287 | $447.2K | 0.19% | +2,224+24.5% | Added |
| Cooper Financial Group | 10,910 | $432.3K | 0.11% | +462+4.4% | Added |
| HRT Financial LP | 10,897 | $431.0K | 0.00% | +10,897 | New |
| New York State Common Retirement Fund | 10,457 | $414.3K | 0.00% | +3,121+42.5% | Added |
| Susquehanna International Group Ltd. | 10,414 | $412.6K | 0.33% | +10,414 | New |
| Investors Research Corp | 10,266 | $406.7K | 0.10% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 10,239 | $405.7K | 0.05% | −254−2.4% | Reduced |
| Greenleaf Trust | 10,102 | $400.2K | 0.00% | +378+3.9% | Added |
| Valeo Financial Advisors, LLC | 10,083 | $399.5K | 0.02% | +426+4.4% | Added |
| Cetera Investment Advisers | 10,055 | $398.4K | 0.00% | +3,001+42.5% | Added |
| Deutsche Bank AG | 9,853 | $390.4K | 0.00% | +288+3.0% | Added |
| CAPROCK Group, Inc. | 9,779 | $387.5K | 0.03% | +682+7.5% | Added |
| Aquatic Capital Management LLC | 9,700 | $384.0K | 0.02% | +9,700 | New |
| Neuberger Berman Group LLC | 9,567 | $379.0K | 0.00% | +760+8.6% | Added |
| Argonautica Private Wealth Management, Inc | 9,526 | $377.4K | 0.17% | +2,247+30.9% | Added |
| Advisors Asset Management, Inc. | 9,477 | $375.5K | 0.01% | +6,057+177.1% | Added |
| Gallacher Capital Management LLC | 9,371 | $371.3K | 0.21% | +1,915+25.7% | Added |
| Clearbridge Investments, LLC | 9,039 | $358.1K | 0.00% | −456−4.8% | Reduced |
| HighMark Wealth Management LLC | 9,008 | $356.9K | 0.27% | 00.0% | Unchanged |
| U S Global Investors Inc | 9,000 | $356.6K | 0.02% | +7,000+350.0% | Added |
| Courier Capital LLC | 8,904 | $352.8K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 8,874 | $351.6K | 0.03% | +8,874 | New |
| Raymond James Financial Services Advisors, Inc. | 8,819 | $349.4K | 0.00% | +302+3.5% | Added |
| Guggenheim Capital LLC | 8,796 | $348.5K | 0.00% | −3,348−27.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,794 | $348.4K | 0.01% | −308−3.4% | Reduced |
| Ieq Capital, LLC | 8,771 | $347.5K | 0.01% | +2,177+33.0% | Added |
| Two Sigma Securities, LLC | 8,686 | $344.1K | 0.03% | +8,686 | New |
| Credential Qtrade Securities Inc. | 8,620 | $341.5K | 0.02% | −344−3.8% | Reduced |
| Allie Family Office LLC | 8,504 | $336.9K | 0.24% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 8,420 | $333.6K | 0.19% | −1,135−11.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,055 | $319.0K | 0.00% | −832−9.4% | Reduced |
| CSS LLC | 8,000 | $317.0K | 0.02% | −2,000−20.0% | Reduced |
| Five Oceans Advisors | 7,959 | $315.3K | 0.20% | 00.0% | Unchanged |