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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 1,300 | $51.3K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,321 | $52.1K | 0.00% | +335+34.0% | Added |
| Whittier Trust Co | 1,341 | $52.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,364 | $53.8K | 0.00% | −160−10.5% | Reduced |
| Clear Street Markets LLC | 1,462 | $58.0K | 0.04% | +1,462 | New |
| Spire Wealth Management | 1,498 | $59.1K | 0.00% | −350−18.9% | Reduced |
| JCIC Asset Management Inc. | 1,530 | $60.4K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,596 | $63.0K | 0.00% | −93−5.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,653 | $65.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,827 | $72.1K | 0.00% | +800+77.9% | Added |
| Tower Research Capital LLC (TRC) | 1,888 | $74.5K | 0.00% | +798+73.2% | Added |
| Grove Bank & Trust | 2,114 | $83.4K | 0.02% | −117−5.2% | Reduced |
| Credit Agricole S A | 2,500 | $98.7K | 0.00% | +2,500 | New |
| Hoey Investments, Inc | 2,600 | $102.6K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,682 | $105.4K | 0.01% | −104−3.7% | Reduced |
| Glassman Wealth Services | 2,736 | $108.0K | 0.02% | +439+19.1% | Added |
| NBC Securities, Inc. | 2,763 | $109.0K | 0.01% | +2,763 | New |
| Umb Bank N A | 2,791 | $110.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,802 | $111.0K | 0.00% | +538+23.8% | Added |
| Rosenberg Matthew Hamilton | 3,041 | $120.0K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,065 | $120.9K | 0.00% | −145−4.5% | Reduced |
| Edgar Lomax Co | 15,380 | $121.1K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 3,448 | $134.0K | 0.00% | −205−5.6% | Reduced |
| Hexagon Capital Partners LLC | 4,199 | $165.7K | 0.04% | +1,763+72.4% | Added |
| Steward Partners Investment Advisory, LLC | 4,519 | $178.3K | 0.00% | +676+17.6% | Added |
| CWM, LLC | 4,915 | $194.0K | 0.00% | +1,056+27.4% | Added |
| Cetera Advisors LLC | 5,264 | $207.7K | 0.00% | −2,340−30.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,276 | $208.2K | 0.00% | +5,276 | New |
| Savant Capital, LLC | 5,295 | $208.9K | 0.00% | +130+2.5% | Added |
| Drive Wealth Management, LLC | 5,363 | $211.6K | 0.08% | +5,363 | New |
| Cornerstone Wealth Management, LLC | 5,472 | $215.9K | 0.02% | −156−2.8% | Reduced |
| FNY Investment Advisers, LLC | 5,494 | $216.0K | 0.13% | +5,494 | New |
| Waters Parkerson & Co., LLC | 5,500 | $217.0K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 5,526 | $218.1K | 0.00% | +78+1.4% | Added |
| Rathbone Brothers plc | 5,600 | $221.0K | 0.00% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 5,640 | $222.6K | 0.04% | −2,010−26.3% | Reduced |
| Sawtooth Solutions, LLC | 5,749 | $226.9K | 0.01% | −747−11.5% | Reduced |
| Bleakley Financial Group, LLC | 5,749 | $226.9K | 0.01% | −747−11.5% | Reduced |
| Geneos Wealth Management Inc. | 5,879 | $232.0K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 5,892 | $232.5K | 0.03% | −41−0.7% | Reduced |
| Legacy Capital Group California, Inc. | 5,924 | $233.8K | 0.10% | +251+4.4% | Added |
| Clifford Capital Partners LLC | 5,937 | $234.3K | 0.07% | −21,797−78.6% | Reduced |
| Moors & Cabot, Inc. | 5,983 | $236.1K | 0.02% | −3−0.1% | Reduced |
| Baldwin Investment Management, LLC | 6,014 | $237.3K | 0.04% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 6,060 | $239.0K | 0.12% | +765+14.4% | Added |
| Optas, LLC | 6,230 | $245.8K | 0.08% | −6−0.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,360 | $251.0K | 0.11% | −360−5.4% | Reduced |
| Beacon Pointe Advisors, LLC | 6,489 | $256.1K | 0.00% | +459+7.6% | Added |
| Werba Rubin Papier Wealth Management | 6,543 | $258.2K | 0.09% | +6,543 | New |
| Nilsine Partners, LLC | 6,665 | $263.0K | 0.04% | +7+0.1% | Added |
| Augustine Asset Management Inc | 6,736 | $265.8K | 0.12% | +1,626+31.8% | Added |
| SYSTM Wealth Solutions LLC | 6,898 | $272.2K | 0.04% | −286−4.0% | Reduced |
| National Asset Management, Inc. | 6,960 | $274.6K | 0.01% | +6,960 | New |
| Fisher Asset Management, LLC | 7,133 | $281.5K | 0.00% | +238+3.5% | Added |
| Cozad Asset Management Inc | 7,300 | $288.1K | 0.04% | +7,300 | New |
| Parallel Advisors, LLC | 7,387 | $291.5K | 0.01% | +462+6.7% | Added |
| Huntington National Bank | 7,394 | $291.8K | 0.00% | −175−2.3% | Reduced |
| Wolverine Trading, LLC | 7,612 | $300.4K | 0.00% | +7,612 | New |
| Lindbrook Capital, LLC | 7,627 | $301.0K | 0.03% | +1,844+31.9% | Added |
| Nations Financial Group Inc, | 7,645 | $301.7K | 0.03% | +7,645 | New |
| Kestra Advisory Services, LLC | 7,667 | $302.5K | 0.00% | +2,021+35.8% | Added |
| Clearbridge Investments, LLC | 7,697 | $303.7K | 0.00% | −1,342−14.8% | Reduced |
| Pitcairn Co | 7,844 | $309.5K | 0.03% | +358+4.8% | Added |
| Ballentine Partners, LLC | 7,844 | $309.5K | 0.01% | +794+11.3% | Added |
| Henshaw Capital LLC | 7,855 | $310.0K | 0.02% | 00.0% | Unchanged |
| Five Oceans Advisors | 7,959 | $314.1K | 0.20% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 7,964 | $314.3K | 0.01% | +7,964 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 8,216 | $324.2K | 0.00% | +464+6.0% | Added |
| Neuberger Berman Group LLC | 8,234 | $324.9K | 0.00% | −1,333−13.9% | Reduced |
| Ieq Capital, LLC | 8,242 | $325.2K | 0.01% | −529−6.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,256 | $325.8K | 0.05% | +469+6.0% | Added |
| Credential Qtrade Securities Inc. | 8,258 | $325.9K | 0.02% | −362−4.2% | Reduced |
| Deutsche Bank AG | 8,259 | $325.9K | 0.00% | −1,594−16.2% | Reduced |
| American Trust Investment Advisors, LLC | 8,420 | $332.3K | 0.18% | 00.0% | Unchanged |
| Allie Family Office LLC | 8,504 | $335.6K | 0.27% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 8,666 | $342.0K | 0.21% | −705−7.5% | Reduced |
| Dynamic Advisor Solutions LLC | 8,775 | $346.3K | 0.02% | +8,775 | New |
| Courier Capital LLC | 8,904 | $351.4K | 0.03% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9,008 | $355.5K | 0.29% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 9,282 | $366.3K | 0.03% | −497−5.1% | Reduced |
| Proequities, Inc. | 9,388 | $370.5K | 0.03% | +514+5.8% | Added |
| Valeo Financial Advisors, LLC | 9,455 | $373.1K | 0.02% | −628−6.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 9,572 | $377.7K | 0.17% | +46+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,720 | $384.0K | 0.00% | +1,665+20.7% | Added |
| Greenleaf Trust | 10,206 | $402.7K | 0.00% | +104+1.0% | Added |
| Jag Capital Management, LLC | 10,239 | $404.0K | 0.05% | 00.0% | Unchanged |
| Investors Research Corp | 10,266 | $405.1K | 0.11% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 10,315 | $407.0K | 0.00% | −2,500−19.5% | Reduced |
| New York State Common Retirement Fund | 10,457 | $412.6K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 10,500 | $414.3K | 0.07% | +10,500 | New |
| Syon Capital LLC | 10,703 | $422.3K | 0.05% | +10,703 | New |
| Cooper Financial Group | 11,310 | $446.3K | 0.11% | +400+3.7% | Added |
| Campbell & CO Investment Adviser LLC | 11,465 | $452.4K | 0.05% | +11,465 | New |
| Blair William & Co | 11,491 | $453.4K | 0.00% | −10.0% | Reduced |
| Acadian Asset Management LLC | 11,748 | $463.0K | 0.00% | +11,748 | New |
| Tudor Investment Corp Et Al | 11,831 | $466.9K | 0.01% | +11,831 | New |
| Boston Private Wealth LLC | 11,948 | $471.5K | 0.01% | −1,571−11.6% | Reduced |
| Strategic Global Advisors, LLC | 12,281 | $484.6K | 0.08% | −4,042−24.8% | Reduced |
| Cetera Investment Advisers | 12,305 | $485.6K | 0.00% | +2,250+22.4% | Added |
| Legacy Wealth Asset Management, LLC | 12,485 | $492.7K | 0.18% | +168+1.4% | Added |