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, Q3 2023
Institutional positions in HSBC Holdings PLC as of Sep 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
- 375
- +12 vs. Q2 2023
- Shares held
- 58.5M
- −744.8K (−1.3%) vs. Q2 2023
- Total value
- $2.31B
- −$39.3M (−1.7%) vs. Q2 2023
- New holders
- 51
- 136 more added
- Sold out
- 39
- 86 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 11,244,708 | $443.7M | 0.15% | +279,758+2.6% | Added |
| Morgan Stanley | 8,374,688 | $330.5M | 0.03% | +73,129+0.9% | Added |
| Goldman Sachs Group Inc | 4,291,250 | $169.3M | 0.04% | −508,098−10.6% | Reduced |
| Bank of America Corp | 3,619,695 | $142.8M | 0.02% | +247,631+7.3% | Added |
| Lazard Asset Management LLC | 2,928,897 | $115.6M | 0.16% | −1,493,245−33.8% | Reduced |
| Jane Street Group, LLC | 2,265,226 | $89.4M | 0.14% | −2,105,022−48.2% | Reduced |
| BlackRock Inc. | 2,036,870 | $80.4M | 0.00% | +43,138+2.2% | Added |
| Northern Trust Corp | 1,828,386 | $72.1M | 0.01% | +4,393+0.2% | Added |
| Citigroup Inc | 1,466,923 | $57.9M | 0.08% | +1,727+0.1% | Added |
| Renaissance Technologies LLC | 1,425,243 | $56.2M | 0.10% | −260,800−15.5% | Reduced |
| Clark Capital Management Group, Inc. | 1,060,330 | $41.8M | 0.42% | +37,894+3.7% | Added |
| Royal Bank of Canada | 940,246 | $37.1M | 0.01% | −29,848−3.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 842,864 | $33.3M | 0.16% | +527,677+167.4% | Added |
| Arrowstreet Capital, Limited Partnership | 774,320 | $30.6M | 0.04% | +681,516+734.4% | Added |
| Citadel Advisors LLC | 768,796 | $30.3M | 0.03% | +169,722+28.3% | Added |
| Wells Fargo & Company | 753,155 | $29.7M | 0.01% | +143,538+23.5% | Added |
| American Century Companies Inc | 698,250 | $27.6M | 0.02% | +197,283+39.4% | Added |
| FMR LLC | 697,758 | $27.5M | 0.00% | −21,711−3.0% | Reduced |
| FIL Ltd | 671,454 | $26.5M | 0.03% | −36,812−5.2% | Reduced |
| Natixis Advisors, L.P. | 622,654 | $24.6M | 0.08% | +18,167+3.0% | Added |
| Cookson Peirce & Co Inc | 618,851 | $24.4M | 1.60% | +3,238+0.5% | Added |
| Envestnet Asset Management Inc | 615,582 | $24.3M | 0.01% | +46,653+8.2% | Added |
| Crossmark Global Holdings, Inc. | 482,431 | $19.6M | 0.44% | +234,814+94.8% | Added |
| Ameriprise Financial Inc | 428,962 | $16.9M | 0.01% | +70,046+19.5% | Added |
| Raymond James & Associates | 323,055 | $12.7M | 0.01% | −7,688−2.3% | Reduced |
| Meritage Portfolio Management | 231,614 | $9.14M | 0.67% | −1,607−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 227,601 | $8.98M | 0.01% | +115,948+103.8% | Added |
| APG Asset Management N.V. | 179,200 | $7.07M | 0.01% | +56,200+45.7% | Added |
| QRG Capital Management, Inc. | 169,942 | $6.71M | 0.12% | +169,942 | New |
| American Assets Investment Management, LLC | 166,918 | $6.59M | 0.73% | 00.0% | Unchanged |
| Renaissance Group LLC | 164,032 | $6.47M | 0.30% | −8,208−4.8% | Reduced |
| Hennessy Advisors Inc | 151,000 | $5.96M | 0.42% | −3,200−2.1% | Reduced |
| Bank of New York Mellon Corp | 141,980 | $5.60M | 0.00% | −26,784−15.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 139,998 | $5.52M | 0.36% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 139,232 | $5.50M | 0.01% | +15,640+12.7% | Added |
| UBS Group AG | 137,305 | $5.42M | 0.00% | −9,381−6.4% | Reduced |
| Creative Planning | 133,921 | $5.28M | 0.01% | −4,363−3.2% | Reduced |
| Mariner, LLC | 132,910 | $5.24M | 0.01% | +11,213+9.2% | Added |
| Balyasny Asset Management LLC | 125,704 | $4.96M | 0.01% | −198,925−61.3% | Reduced |
| M&T Bank Corp | 122,864 | $4.85M | 0.02% | +5,722+4.9% | Added |
| O'Shaughnessy Asset Management, LLC | 122,689 | $4.84M | 0.07% | +15,134+14.1% | Added |
| Regions Financial Corp | 111,437 | $4.40M | 0.04% | +3,170+2.9% | Added |
| Ramirez Asset Management, Inc. | 111,105 | $4.38M | 0.94% | +111,105 | New |
| Brinker Capital Investments, LLC | 110,558 | $4.36M | 0.05% | +2,128+2.0% | Added |
| Orion Portfolio Solutions, LLC | 110,558 | $4.36M | 0.05% | +2,128+2.0% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $4.24M | 2.11% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 104,476 | $4.12M | 0.02% | +26,888+34.7% | Added |
| Summit Global Investments | 102,778 | $4.06M | 0.27% | −2,199−2.1% | Reduced |
| Quantbot Technologies LP | 100,668 | $3.97M | 0.27% | +100,668 | New |
| US Bancorp | 97,432 | $3.84M | 0.01% | −3,717−3.7% | Reduced |
| Sanders Capital, LLC | 95,080 | $3.75M | 0.01% | +21,380+29.0% | Added |
| Quantinno Capital Management LP | 94,823 | $3.74M | 0.17% | +56,295+146.1% | Added |
| Franklin Resources Inc | 89,175 | $3.52M | 0.00% | +68,891+339.6% | Added |
| Bank of Montreal | 88,191 | $3.48M | 0.00% | −60,290−40.6% | Reduced |
| SAL Trading, LLC | 82,700 | $3.26M | 11.35% | +82,700 | New |
| Advisor Partners II, LLC | 82,218 | $3.24M | 0.13% | +7,224+9.6% | Added |
| Qube Research & Technologies Ltd | 82,088 | $3.24M | 0.01% | +82,088 | New |
| SEI Investments Co | 79,356 | $3.13M | 0.01% | +8,673+12.3% | Added |
| Janney Montgomery Scott LLC | 77,275 | $3.05M | 0.01% | +9,826+14.6% | Added |
| Catalyst Capital Advisors LLC | 75,950 | $3.00M | 0.08% | −3,150−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 72,105 | $2.85M | 0.00% | +22,672+45.9% | Added |
| Aquatic Capital Management LLC | 70,300 | $2.77M | 0.12% | +60,600+624.7% | Added |
| Old Port Advisors | 69,831 | $2.76M | 1.00% | +69,831 | New |
| LPL Financial LLC | 69,062 | $2.73M | 0.00% | +7,586+12.3% | Added |
| Susquehanna International Group, LLP | 68,423 | $2.70M | 0.00% | +61,247+853.5% | Added |
| The PNC Financial Services Group, Inc. | 68,100 | $2.69M | 0.00% | −5,536−7.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 67,082 | $2.65M | 0.04% | +969+1.5% | Added |
| Yousif Capital Management, LLC | 65,108 | $2.57M | 0.03% | −1,860−2.8% | Reduced |
| JT Stratford LLC | 62,644 | $2.47M | 0.64% | +33,927+118.1% | Added |
| Captrust Financial Advisors | 61,802 | $2.44M | 0.01% | +26,122+73.2% | Added |
| Integrated Wealth Concepts LLC | 61,243 | $2.42M | 0.04% | −160.0% | Reduced |
| Cresset Asset Management, LLC | 59,507 | $2.35M | 0.02% | +8,817+17.4% | Added |
| West Family Investments, Inc. | 59,507 | $2.35M | 0.82% | +3,884+7.0% | Added |
| Wetherby Asset Management Inc | 58,833 | $2.32M | 0.13% | −4,216−6.7% | Reduced |
| JustInvest LLC | 56,828 | $2.24M | 0.07% | +2,955+5.5% | Added |
| Veriti Management LLC | 53,890 | $2.13M | 0.24% | +1,365+2.6% | Added |
| Naviter Wealth, LLC | 51,761 | $2.04M | 0.49% | +3,661+7.6% | Added |
| Qtron Investments LLC | 50,863 | $2.01M | 0.38% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 50,826 | $2.00M | 0.00% | −355−0.7% | Reduced |
| Private Advisor Group, LLC | 49,634 | $1.96M | 0.02% | −3,049−5.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 48,539 | $1.92M | 0.00% | +2,174+4.7% | Added |
| Ritholtz Wealth Management | 48,356 | $1.91M | 0.09% | +4,794+11.0% | Added |
| Victory Capital Management Inc | 47,095 | $1.86M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 46,931 | $1.85M | 0.00% | −1,053−2.2% | Reduced |
| Earnest Partners LLC | 45,603 | $1.80M | 0.01% | +175+0.4% | Added |
| Stifel Financial Corp | 45,547 | $1.80M | 0.00% | +9,790+27.4% | Added |
| JPMorgan Chase & Co | 43,167 | $1.70M | 0.00% | −112,002−72.2% | Reduced |
| CIBC World Markets Inc. | 42,887 | $1.69M | 0.01% | −7,595−15.0% | Reduced |
| Vident Advisory, LLC | 41,351 | $1.63M | 0.05% | +41,351 | New |
| Barclays PLC | 40,271 | $1.59M | 0.00% | +64+0.2% | Added |
| Koss-Olinger Consulting, LLC | 39,659 | $1.56M | 0.23% | −9,389−19.1% | Reduced |
| Ethic Inc. | 39,380 | $1.55M | 0.05% | +2,181+5.9% | Added |
| Signaturefd, LLC | 38,782 | $1.53M | 0.04% | +1,622+4.4% | Added |
| MML Investors Services, LLC | 38,146 | $1.50M | 0.01% | +122+0.3% | Added |
| Thoroughbred Financial Services, LLC | 37,688 | $1.49M | 0.15% | +2,646+7.6% | Added |
| BNP Paribas Arbitrage, SA | 37,540 | $1.48M | 0.00% | +3,471+10.2% | Added |
| MRP Capital Investments, LLC | 85,653 | $1.48M | 1.64% | +85,453+42,726.5% | Added |
| Pathstone Family Office, LLC | 36,839 | $1.47M | 0.01% | +10,359+39.1% | Added |
| Pacer Advisors, Inc. | 36,400 | $1.44M | 0.01% | +2,370+7.0% | Added |
| Oppenheimer & Co Inc | 36,043 | $1.42M | 0.03% | +726+2.1% | Added |