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 |
|---|---|---|---|---|---|
| Macroview Investment Management LLC | 2 | $79 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $237 | 0.00% | +6 | New |
| Toronto Dominion Bank | 12 | $474 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 13 | $513 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 14 | $553 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 20 | $789 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $790 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Cullen/Frost Bankers, Inc. | 28 | $1.09K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 38 | $1.50K | 0.00% | +38 | New |
| Antonetti Capital Management LLC | 39 | $1.54K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 39 | $1.54K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $1.58K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 44 | $1.74K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $1.97K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 46 | $2.00K | 0.00% | +46 | New |
| Perkins Coie Trust Co | 54 | $2.13K | 0.00% | +54 | New |
| Hollencrest Capital Management | 54 | $2.13K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 56 | $2.21K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 62 | $2.45K | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 64 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 66 | $2.60K | 0.00% | +66 | New |
| Archer Investment Corp | 68 | $2.70K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 90 | $3.00K | 0.00% | +90 | New |
| Sound Income Strategies, LLC | 83 | $3.27K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 87 | $3.43K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 96 | $3.48K | 0.00% | −5−5.0% | Reduced |
| Private Ocean, LLC | 95 | $3.75K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $3.95K | 0.00% | −112−52.8% | Reduced |
| Chesapeake Asset Management LLC | 100 | $3.95K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $3.95K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $3.95K | 0.00% | +100 | New |
| 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% | 00.0% | Unchanged |
| M&R Capital Management Inc | 105 | $4.14K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 110 | $4.34K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 112 | $4.42K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 146 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 128 | $5.05K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 132 | $5.21K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 141 | $5.59K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 143 | $5.64K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 148 | $5.84K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 150 | $5.92K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 157 | $6.20K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 159 | $6.28K | 0.00% | −9−5.4% | Reduced |
| Bell Investment Advisors, Inc | 161 | $6.35K | 0.00% | −51−24.1% | Reduced |
| Macquarie Group Ltd | 177 | $7.00K | 0.00% | −97−35.4% | Reduced |
| Federated Hermes, Inc. | 178 | $7.02K | 0.00% | +89+100.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 197 | $7.77K | 0.00% | +89+82.4% | Added |
| Cape Investment Advisory, Inc. | 211 | $8.33K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 214 | $8.44K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 219 | $8.64K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 254 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 254 | $10.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 262 | $10.3K | 0.00% | +5+1.9% | Added |
| Harbour Investments, Inc. | 266 | $10.5K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 280 | $11.0K | 0.01% | +280 | New |
| Cary Street Partner Investment Advisory LLC | 282 | $11.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 300 | $11.8K | 0.00% | +300 | New |
| Bessemer Group Inc | 330 | $13.0K | 0.00% | −1,538−82.3% | Reduced |
| Farther Finance Advisors, LLC | 334 | $13.2K | 0.00% | +250+297.6% | Added |
| Arlington Partners LLC | 335 | $13.2K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 335 | $13.2K | 0.00% | +335 | New |
| Arlington Trust Co LLC | 335 | $13.2K | 0.01% | +335 | New |
| Motco | 340 | $13.4K | 0.00% | +327+2,515.4% | Added |
| Nisa Investment Advisors, LLC | 358 | $14.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 367 | $14.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 391 | $15.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 399 | $15.7K | 0.00% | +5+1.3% | Added |
| First Horizon Advisors, Inc. | 400 | $15.8K | 0.00% | +33+9.0% | Added |
| Raffa Wealth Management, LLC | 427 | $16.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 433 | $17.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 539 | $19.6K | 0.00% | +539 | New |
| Manchester Capital Management LLC | 499 | $19.7K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 512 | $20.2K | 0.01% | +337+192.6% | Added |
| Boyd Watterson Asset Management LLC | 523 | $20.6K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 556 | $21.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 671 | $26.5K | 0.00% | −45−6.3% | Reduced |
| Milestone Investment Advisors LLC | 671 | $26.5K | 0.01% | +671 | New |
| Financial Management Professionals, Inc. | 693 | $27.0K | 0.00% | −272−28.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 677 | $27.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 688 | $27.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 697 | $27.5K | 0.00% | −119−14.6% | Reduced |
| HHM Wealth Advisors, LLC | 751 | $29.6K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 769 | $30.3K | 0.00% | +769 | New |
| Hanson & Doremus Investment Management | 809 | $32.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 813 | $32.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 866 | $34.2K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 907 | $35.8K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,000 | $39.5K | 0.01% | +1,000 | New |
| Column Capital Advisors, LLC | 1,006 | $39.7K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,016 | $40.1K | 0.01% | +1,016 | New |
| Atlas Capital Advisors LLC | 1,107 | $43.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,129 | $44.5K | 0.00% | −1−0.1% | Reduced |