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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 254 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 254 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 234 | $9.00K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 219 | $8.68K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 214 | $8.48K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 212 | $8.40K | 0.00% | +109+105.8% | Added |
| CoreFirst Bank & Trust | 212 | $8.40K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 211 | $8.36K | 0.00% | +52+32.7% | Added |
| Bollard Group LLC | 201 | $8.00K | 0.00% | +201 | New |
| MRP Capital Investments, LLC | 200 | $7.92K | 0.01% | +200 | New |
| Addison Advisors LLC | 175 | $6.93K | 0.00% | +102+139.7% | Added |
| Coastal Capital Group, Inc. | 163 | $6.46K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 157 | $6.22K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 150 | $5.94K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 150 | $5.94K | 0.00% | +150 | New |
| Duncker Streett & Co Inc | 148 | $5.86K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 143 | $5.67K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 141 | $5.59K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 168 | $5.24K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 132 | $5.23K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 128 | $5.07K | 0.00% | +14+12.3% | Added |
| PrairieView Partners, LLC | 146 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 112 | $4.44K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 110 | $4.36K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 108 | $4.28K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 105 | $4.16K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 101 | $4.00K | 0.00% | −4−3.8% | Reduced |
| Valley National Advisers Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 103 | $4.00K | 0.00% | +103 | New |
| Chesapeake Asset Management LLC | 100 | $3.96K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $3.96K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 95 | $3.76K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 89 | $3.53K | 0.00% | −25−21.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 87 | $3.45K | 0.00% | +87 | New |
| Farther Finance Advisors, LLC | 84 | $3.33K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 83 | $3.29K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 82 | $3.00K | 0.00% | +82 | New |
| NVWM, LLC | 75 | $2.97K | 0.00% | +75 | New |
| Archer Investment Corp | 68 | $2.68K | 0.00% | +3+4.6% | Added |
| Sofos Investments, Inc. | 40 | $2.57K | 0.01% | +6+17.6% | Added |
| AXA S.A. | 64 | $2.54K | 0.00% | −25−28.1% | Reduced |
| Abound Wealth Management | 62 | $2.46K | 0.00% | +62 | New |
| PFS Partners, LLC | 58 | $2.29K | 0.00% | +3+5.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 56 | $2.22K | 0.00% | −3−5.1% | Reduced |
| ICA Group Wealth Management, LLC | 55 | $2.18K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 54 | $2.14K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $1.98K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 49 | $1.94K | 0.00% | +49 | New |
| Baystate Wealth Management LLC | 45 | $1.81K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 44 | $1.74K | 0.00% | +44 | New |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $1.58K | 0.00% | +40 | New |
| Antonetti Capital Management LLC | 39 | $1.54K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 39 | $1.54K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 28 | $1.09K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 31 | $1.00K | 0.00% | +31 | New |
| SRS Capital Advisors, Inc. | 20 | $793 | 0.00% | −102−83.6% | Reduced |
| Level Financial Advisors, Inc. | 20 | $792 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 14 | $555 | 0.00% | +14 | New |
| Motco | 13 | $515 | 0.00% | +13 | New |
| Macroview Investment Management LLC | 2 | $80 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 12 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |