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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 12,529 | $494.4K | 0.06% | +611+5.1% | Added |
| CSS LLC | 12,600 | $497.2K | 0.04% | +4,600+57.5% | Added |
| Sage Rhino Capital LLC | 12,632 | $498.5K | 0.14% | +470+3.9% | Added |
| Evergreen Capital Management LLC | 12,977 | $512.1K | 0.02% | −3,214−19.9% | Reduced |
| PEAK6 Investments LLC | 13,253 | $523.0K | 0.03% | −9,837−42.6% | Reduced |
| Legacy Financial Advisors, Inc. | 13,332 | $526.1K | 0.11% | +622+4.9% | Added |
| Henry James International Management, Inc. | 14,071 | $555.2K | 0.24% | +2,784+24.7% | Added |
| Cutler Group LP | 14,102 | $556.0K | 0.09% | +13,772+4,173.3% | Added |
| Prospera Financial Services Inc | 14,603 | $576.2K | 0.02% | −1,097−7.0% | Reduced |
| Americana Partners, LLC | 14,841 | $584.4K | 0.06% | +769+5.5% | Added |
| State Street Corp | 14,937 | $589.4K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 15,074 | $594.8K | 0.01% | +5,597+59.1% | Added |
| Crumly & Associates Inc. | 15,337 | $605.2K | 0.24% | +85+0.6% | Added |
| Capital Wealth Planning, LLC | 16,145 | $637.1K | 0.01% | +16,145 | New |
| Envestnet Portfolio Solutions, Inc. | 16,827 | $664.0K | 0.00% | +16,827 | New |
| Pzena Investment Management LLC | 17,135 | $676.1K | 0.00% | −2,700−13.6% | Reduced |
| Profund Advisors LLC | 17,237 | $680.2K | 0.04% | −1,020−5.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,110 | $714.6K | 0.00% | +9,291+105.4% | Added |
| Clarius Group, LLC | 18,427 | $727.1K | 0.07% | −1,360−6.9% | Reduced |
| First Manhattan Co | 18,452 | $728.1K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 19,192 | $757.3K | 0.09% | +19,192 | New |
| Connectus Wealth, LLC | 19,315 | $763.0K | 0.02% | +319+1.7% | Added |
| D.A. Davidson & Co. | 19,667 | $776.1K | 0.01% | +10.0% | Added |
| TD Waterhouse Canada Inc. | 20,019 | $781.1K | 0.01% | +1,700+9.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,883 | $784.6K | 0.00% | +19,883 | New |
| SeaBridge Investment Advisors LLC | 19,885 | $784.7K | 0.26% | 00.0% | Unchanged |
| Wedbush Securities Inc | 19,941 | $787.0K | 0.04% | +7,457+59.7% | Added |
| Davenport & Co LLC | 19,995 | $789.0K | 0.01% | +5,067+33.9% | Added |
| RBF Capital, LLC | 20,000 | $789.2K | 0.05% | 00.0% | Unchanged |
| McDonald Partners LLC | 20,070 | $791.9K | 0.26% | +205+1.0% | Added |
| Eaton Financial Holdings Company, LLC | 20,191 | $796.7K | 0.21% | +20,191 | New |
| Prudential Financial Inc | 20,224 | $798.0K | 0.00% | +2,348+13.1% | Added |
| Glenmede Trust Co NA | 20,432 | $806.2K | 0.00% | +1,743+9.3% | Added |
| Level Four Advisory Services, LLC | 20,694 | $816.6K | 0.05% | −12,027−36.8% | Reduced |
| Zions Bancorporation, N.A. | 20,854 | $822.9K | 0.07% | +4,317+26.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 21,053 | $830.8K | 0.49% | +2,021+10.6% | Added |
| CIBC Private Wealth Group, LLC | 21,713 | $856.8K | 0.00% | +1,713+8.6% | Added |
| Vise Technologies, Inc. | 22,958 | $905.9K | 0.22% | +1,027+4.7% | Added |
| Gabelli Funds LLC | 23,000 | $907.6K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 23,000 | $907.6K | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 23,153 | $913.6K | 0.08% | +1,761+8.2% | Added |
| Dorsey & Whitney Trust CO LLC | 23,204 | $915.6K | 0.08% | +984+4.4% | Added |
| Invesco Ltd. | 23,317 | $920.1K | 0.00% | +1,277+5.8% | Added |
| Sequoia Financial Advisors, LLC | 23,532 | $928.6K | 0.02% | +38+0.2% | Added |
| Orleans Capital Management Corp | 23,800 | $939.1K | 0.70% | +735+3.2% | Added |
| Ashton Thomas Private Wealth, LLC | 24,299 | $958.8K | 0.07% | −365−1.5% | Reduced |
| Brandes Investment Partners, LP | 24,409 | $963.2K | 0.02% | −697−2.8% | Reduced |
| Morningstar Investment Services LLC | 24,562 | $975.0K | 0.01% | +1,176+5.0% | Added |
| AE Wealth Management LLC | 25,247 | $996.2K | 0.01% | +362+1.5% | Added |
| Vontobel Holding Ltd. | 25,765 | $1.02M | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 26,289 | $1.04M | 0.02% | −161−0.6% | Reduced |
| Forum Financial Management, LP | 27,067 | $1.07M | 0.02% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 27,200 | $1.07M | 0.39% | 00.0% | Unchanged |
| Rhumbline Advisers | 27,264 | $1.08M | 0.00% | +1,546+6.0% | Added |
| Lake Street Advisors Group, LLC | 28,179 | $1.11M | 0.07% | +393+1.4% | Added |
| Eagle Asset Management Inc | 28,355 | $1.12M | 0.01% | −816−2.8% | Reduced |
| IFG Advisory, LLC | 28,414 | $1.12M | 0.09% | +206+0.7% | Added |
| Quadrant Capital Group LLC | 28,553 | $1.13M | 0.11% | −429−1.5% | Reduced |
| Cetera Advisor Networks LLC | 28,735 | $1.13M | 0.01% | +5,188+22.0% | Added |
| Rockefeller Capital Management L.P. | 29,062 | $1.15M | 0.00% | +2,623+9.9% | Added |
| Cerity Partners LLC | 29,116 | $1.15M | 0.01% | −2,507−7.9% | Reduced |
| Verdence Capital Advisors LLC | 29,634 | $1.17M | 0.13% | +1,389+4.9% | Added |
| LGT Group Foundation | 30,325 | $1.18M | 0.03% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 30,347 | $1.20M | 0.04% | −3,846−11.2% | Reduced |
| Schechter Investment Advisors, LLC | 30,492 | $1.20M | 0.12% | −500−1.6% | Reduced |
| Park Avenue Securities LLC | 31,874 | $1.26M | 0.02% | +1,417+4.7% | Added |
| Calamos Wealth Management LLC | 32,305 | $1.27M | 0.10% | +32,305 | New |
| Wintrust Investments LLC | 33,000 | $1.30M | 0.14% | +7,225+28.0% | Added |
| Truist Financial Corp | 33,817 | $1.33M | 0.00% | +2,333+7.4% | Added |
| Seven Eight Capital, LP | 34,231 | $1.35M | 0.16% | +34,231 | New |
| Penserra Capital Management LLC | 34,457 | $1.36M | 0.03% | +34,457 | New |
| Millennium Management LLC | 35,373 | $1.40M | 0.00% | +35,373 | New |
| Two Sigma Securities, LLC | 35,814 | $1.41M | 0.07% | +27,128+312.3% | Added |
| Russell Investments Group, Ltd. | 9,882 | $1.41M | 0.00% | −58,630−85.6% | Reduced |
| Oppenheimer & Co Inc | 36,043 | $1.42M | 0.03% | +726+2.1% | Added |
| Pacer Advisors, Inc. | 36,400 | $1.44M | 0.01% | +2,370+7.0% | Added |
| Pathstone Family Office, LLC | 36,839 | $1.47M | 0.01% | +10,359+39.1% | Added |
| MRP Capital Investments, LLC | 85,653 | $1.48M | 1.64% | +85,453+42,726.5% | Added |
| BNP Paribas Arbitrage, SA | 37,540 | $1.48M | 0.00% | +3,471+10.2% | Added |
| Thoroughbred Financial Services, LLC | 37,688 | $1.49M | 0.15% | +2,646+7.6% | Added |
| MML Investors Services, LLC | 38,146 | $1.50M | 0.01% | +122+0.3% | Added |
| Signaturefd, LLC | 38,782 | $1.53M | 0.04% | +1,622+4.4% | Added |
| Ethic Inc. | 39,380 | $1.55M | 0.05% | +2,181+5.9% | Added |
| Koss-Olinger Consulting, LLC | 39,659 | $1.56M | 0.23% | −9,389−19.1% | Reduced |
| Barclays PLC | 40,271 | $1.59M | 0.00% | +64+0.2% | Added |
| Vident Advisory, LLC | 41,351 | $1.63M | 0.05% | +41,351 | New |
| CIBC World Markets Inc. | 42,887 | $1.69M | 0.01% | −7,595−15.0% | Reduced |
| JPMorgan Chase & Co | 43,167 | $1.70M | 0.00% | −112,002−72.2% | Reduced |
| Stifel Financial Corp | 45,547 | $1.80M | 0.00% | +9,790+27.4% | Added |
| Earnest Partners LLC | 45,603 | $1.80M | 0.01% | +175+0.4% | Added |
| Commonwealth Equity Services, LLC | 46,931 | $1.85M | 0.00% | −1,053−2.2% | Reduced |
| Victory Capital Management Inc | 47,095 | $1.86M | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 48,356 | $1.91M | 0.09% | +4,794+11.0% | Added |
| Northwestern Mutual Wealth Management Co | 48,539 | $1.92M | 0.00% | +2,174+4.7% | Added |
| Private Advisor Group, LLC | 49,634 | $1.96M | 0.02% | −3,049−5.8% | Reduced |
| CI Private Wealth, LLC | 50,826 | $2.00M | 0.00% | −355−0.7% | Reduced |
| Qtron Investments LLC | 50,863 | $2.01M | 0.38% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 51,761 | $2.04M | 0.49% | +3,661+7.6% | Added |
| Veriti Management LLC | 53,890 | $2.13M | 0.24% | +1,365+2.6% | Added |
| JustInvest LLC | 56,828 | $2.24M | 0.07% | +2,955+5.5% | Added |