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 |
|---|---|---|---|---|---|
| Henshaw Capital LLC | 7,855 | $311.2K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,787 | $308.5K | 0.05% | +17+0.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 7,752 | $307.1K | 0.00% | +7,752 | New |
| WNY Asset Management, LLC | 7,650 | $303.1K | 0.06% | −100−1.3% | Reduced |
| Cetera Advisors LLC | 7,604 | $301.3K | 0.00% | −3,094−28.9% | Reduced |
| Huntington National Bank | 7,569 | $299.9K | 0.00% | −529−6.5% | Reduced |
| Pitcairn Co | 7,486 | $296.6K | 0.02% | +7,486 | New |
| Flow Traders U.S. LLC | 7,412 | $294.0K | 0.01% | +7,412 | New |
| SYSTM Wealth Solutions LLC | 7,184 | $284.6K | 0.04% | −457−6.0% | Reduced |
| Susquehanna International Group, LLP | 7,176 | $284.3K | 0.00% | −55,812−88.6% | Reduced |
| Ballentine Partners, LLC | 7,050 | $279.3K | 0.01% | +7,050 | New |
| Parallel Advisors, LLC | 6,925 | $274.4K | 0.01% | +997+16.8% | Added |
| Fisher Asset Management, LLC | 6,895 | $273.2K | 0.00% | +227+3.4% | Added |
| Safeguard Investment Advisory Group, LLC | 6,720 | $266.3K | 0.11% | −2,689−28.6% | Reduced |
| Nilsine Partners, LLC | 6,658 | $263.8K | 0.04% | +60+0.9% | Added |
| Harbor Investment Advisory, LLC | 6,513 | $258.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Capstone Investment Advisors, LLC | 6,433 | $254.9K | 0.01% | +6,433 | New |
| Optas, LLC | 6,236 | $247.1K | 0.08% | +348+5.9% | Added |
| Beacon Pointe Advisors, LLC | 6,030 | $238.9K | 0.00% | +6,030 | New |
| Baldwin Investment Management, LLC | 6,014 | $238.3K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,986 | $237.2K | 0.02% | +763+14.6% | Added |
| Keel Point, LLC | 5,933 | $235.1K | 0.03% | −634−9.7% | Reduced |
| FDx Advisors, Inc. | 5,941 | $235.0K | 0.01% | +5,941 | New |
| Fox Run Management, L.L.C. | 5,881 | $233.0K | 0.07% | +5,881 | New |
| Geneos Wealth Management Inc. | 5,879 | $232.9K | 0.01% | +300+5.4% | Added |
| Lindbrook Capital, LLC | 5,783 | $229.1K | 0.02% | −117−2.0% | Reduced |
| WealthTrust Axiom LLC | 5,705 | $226.0K | 0.07% | +5,705 | New |
| Legacy Capital Group California, Inc. | 5,673 | $224.8K | 0.09% | +5,673 | New |
| Bailard, Inc. | 5,654 | $224.0K | 0.01% | −2,219−28.2% | Reduced |
| Kestra Advisory Services, LLC | 5,646 | $223.7K | 0.00% | +5,646 | New |
| Cornerstone Wealth Management, LLC | 5,628 | $223.0K | 0.02% | +5,628 | New |
| Rathbone Brothers plc | 5,600 | $221.9K | 0.00% | +5,600 | New |
| Waters Parkerson & Co., LLC | 5,500 | $218.0K | 0.01% | +5,500 | New |
| Keybank National Association | 5,448 | $215.9K | 0.00% | +5,448 | New |
| Snowden Capital Advisors LLC | 5,446 | $215.8K | 0.01% | +5,446 | New |
| Lester Murray Antman dba SimplyRich | 5,295 | $209.0K | 0.07% | +5,295 | New |
| Scotia Capital Inc. | 5,183 | $205.3K | 0.00% | +5,183 | New |
| Savant Capital, LLC | 5,165 | $204.6K | 0.00% | +5,165 | New |
| Augustine Asset Management Inc | 5,110 | $202.5K | 0.09% | +5,110 | New |
| Texas Yale Capital Corp. | 5,050 | $200.1K | 0.01% | +5,050 | New |
| CWM, LLC | 3,859 | $153.0K | 0.00% | +538+16.2% | Added |
| Steward Partners Investment Advisory, LLC | 3,843 | $152.3K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,653 | $144.6K | 0.00% | +121+3.4% | Added |
| Federation des caisses Desjardins du Quebec | 3,210 | $127.2K | 0.00% | −11−0.3% | Reduced |
| Edgar Lomax Co | 15,380 | $121.6K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,041 | $120.5K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 2,791 | $110.6K | 0.00% | +25+0.9% | Added |
| Global Retirement Partners, LLC | 2,786 | $110.4K | 0.01% | +265+10.5% | Added |
| Hoey Investments, Inc | 2,600 | $103.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,436 | $96.5K | 0.03% | +248+11.3% | Added |
| Glassman Wealth Services | 2,297 | $91.0K | 0.01% | +153+7.1% | Added |
| Grove Bank & Trust | 2,231 | $88.4K | 0.02% | −6−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 2,264 | $77.0K | 0.00% | −1,515−40.1% | Reduced |
| Bessemer Group Inc | 1,868 | $74.0K | 0.00% | +338+22.1% | Added |
| Spire Wealth Management | 1,848 | $73.2K | 0.00% | −600−24.5% | Reduced |
| GWM Advisors LLC | 1,689 | $66.9K | 0.00% | +1,610+2,038.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,653 | $65.5K | 0.00% | +663+67.0% | Added |
| JCIC Asset Management Inc. | 1,530 | $60.6K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,524 | $60.4K | 0.00% | +64+4.4% | Added |
| Whittier Trust Co | 1,341 | $53.1K | 0.00% | −136−9.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,300 | $51.5K | 0.03% | −250−16.1% | Reduced |
| IFP Advisors, Inc | 1,027 | $50.6K | 0.00% | +427+71.2% | Added |
| Bogart Wealth, LLC | 1,130 | $44.8K | 0.00% | −94−7.7% | Reduced |
| Atlas Capital Advisors LLC | 1,107 | $43.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,090 | $43.2K | 0.00% | +1,083+15,471.4% | Added |
| Ridgewood Investments LLC | 1,033 | $40.9K | 0.02% | −208−16.8% | Reduced |
| Banque Cantonale Vaudoise | 1,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,006 | $39.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 986 | $39.1K | 0.00% | −116−10.5% | Reduced |
| Financial Management Professionals, Inc. | 965 | $38.0K | 0.01% | −865−47.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 907 | $35.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 866 | $34.3K | 0.00% | +154+21.6% | Added |
| EverSource Wealth Advisors, LLC | 816 | $32.3K | 0.00% | +570+231.7% | Added |
| Baker Avenue Asset Management, LP | 813 | $32.2K | 0.00% | −47−5.5% | Reduced |
| Hanson & Doremus Investment Management | 809 | $32.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 800 | $31.7K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 751 | $29.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 716 | $28.4K | 0.00% | −41−5.4% | Reduced |
| MCF Advisors LLC | 688 | $27.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 677 | $27.0K | 0.00% | +677 | New |
| HM Payson & Co | 556 | $22.0K | 0.00% | +556 | New |
| Boyd Watterson Asset Management LLC | 523 | $20.7K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 499 | $19.8K | 0.00% | +499 | New |
| Smithfield Trust Co | 500 | $19.0K | 0.00% | +141+39.3% | Added |
| Tortoise Investment Management, LLC | 433 | $17.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 427 | $16.9K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 394 | $15.6K | 0.00% | +394 | New |
| WealthPLAN Partners, LLC | 392 | $15.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 391 | $15.0K | 0.00% | +391 | New |
| First Horizon Advisors, Inc. | 367 | $14.6K | 0.00% | +4+1.1% | Added |
| Park Place Capital Corp | 367 | $14.5K | 0.00% | −975−72.7% | Reduced |
| Nisa Investment Advisors, LLC | 358 | $14.2K | 0.00% | +358 | New |
| Arlington Partners LLC | 335 | $13.3K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 330 | $13.0K | 0.00% | −7,870−96.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 282 | $11.2K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 274 | $11.0K | 0.00% | −1−0.4% | Reduced |
| Harbour Investments, Inc. | 266 | $10.5K | 0.00% | +58+27.9% | Added |
| Washington Trust Co | 257 | $10.2K | 0.00% | −4−1.5% | Reduced |