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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 58,833 | $2.32M | 0.13% | −4,216−6.7% | Reduced |
| West Family Investments, Inc. | 59,507 | $2.35M | 0.82% | +3,884+7.0% | Added |
| Cresset Asset Management, LLC | 59,507 | $2.35M | 0.02% | +8,817+17.4% | Added |
| Integrated Wealth Concepts LLC | 61,243 | $2.42M | 0.04% | −160.0% | Reduced |
| Captrust Financial Advisors | 61,802 | $2.44M | 0.01% | +26,122+73.2% | Added |
| JT Stratford LLC | 62,644 | $2.47M | 0.64% | +33,927+118.1% | Added |
| Yousif Capital Management, LLC | 65,108 | $2.57M | 0.03% | −1,860−2.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 67,082 | $2.65M | 0.04% | +969+1.5% | Added |
| The PNC Financial Services Group, Inc. | 68,100 | $2.69M | 0.00% | −5,536−7.5% | Reduced |
| Susquehanna International Group, LLP | 68,423 | $2.70M | 0.00% | +61,247+853.5% | Added |
| LPL Financial LLC | 69,062 | $2.73M | 0.00% | +7,586+12.3% | Added |
| Old Port Advisors | 69,831 | $2.76M | 1.00% | +69,831 | New |
| Aquatic Capital Management LLC | 70,300 | $2.77M | 0.12% | +60,600+624.7% | Added |
| Charles Schwab Investment Management Inc | 72,105 | $2.85M | 0.00% | +22,672+45.9% | Added |
| Catalyst Capital Advisors LLC | 75,950 | $3.00M | 0.08% | −3,150−4.0% | Reduced |
| Janney Montgomery Scott LLC | 77,275 | $3.05M | 0.01% | +9,826+14.6% | Added |
| SEI Investments Co | 79,356 | $3.13M | 0.01% | +8,673+12.3% | Added |
| Qube Research & Technologies Ltd | 82,088 | $3.24M | 0.01% | +82,088 | New |
| Advisor Partners II, LLC | 82,218 | $3.24M | 0.13% | +7,224+9.6% | Added |
| SAL Trading, LLC | 82,700 | $3.26M | 11.35% | +82,700 | New |
| Bank of Montreal | 88,191 | $3.48M | 0.00% | −60,290−40.6% | Reduced |
| Franklin Resources Inc | 89,175 | $3.52M | 0.00% | +68,891+339.6% | Added |
| Quantinno Capital Management LP | 94,823 | $3.74M | 0.17% | +56,295+146.1% | Added |
| Sanders Capital, LLC | 95,080 | $3.75M | 0.01% | +21,380+29.0% | Added |
| US Bancorp | 97,432 | $3.84M | 0.01% | −3,717−3.7% | Reduced |
| Quantbot Technologies LP | 100,668 | $3.97M | 0.27% | +100,668 | New |
| Summit Global Investments | 102,778 | $4.06M | 0.27% | −2,199−2.1% | Reduced |
| Mercer Global Advisors Inc | 104,476 | $4.12M | 0.02% | +26,888+34.7% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $4.24M | 2.11% | 00.0% | Unchanged |
| 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 |
| Ramirez Asset Management, Inc. | 111,105 | $4.38M | 0.94% | +111,105 | New |
| Regions Financial Corp | 111,437 | $4.40M | 0.04% | +3,170+2.9% | Added |
| O'Shaughnessy Asset Management, LLC | 122,689 | $4.84M | 0.07% | +15,134+14.1% | Added |
| M&T Bank Corp | 122,864 | $4.85M | 0.02% | +5,722+4.9% | Added |
| Balyasny Asset Management LLC | 125,704 | $4.96M | 0.01% | −198,925−61.3% | Reduced |
| Mariner, LLC | 132,910 | $5.24M | 0.01% | +11,213+9.2% | Added |
| Creative Planning | 133,921 | $5.28M | 0.01% | −4,363−3.2% | Reduced |
| UBS Group AG | 137,305 | $5.42M | 0.00% | −9,381−6.4% | Reduced |
| HighTower Advisors, LLC | 139,232 | $5.50M | 0.01% | +15,640+12.7% | Added |
| Susquehanna Fundamental Investments, LLC | 139,998 | $5.52M | 0.36% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 141,980 | $5.60M | 0.00% | −26,784−15.9% | Reduced |
| Hennessy Advisors Inc | 151,000 | $5.96M | 0.42% | −3,200−2.1% | Reduced |
| Renaissance Group LLC | 164,032 | $6.47M | 0.30% | −8,208−4.8% | Reduced |
| American Assets Investment Management, LLC | 166,918 | $6.59M | 0.73% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 169,942 | $6.71M | 0.12% | +169,942 | New |
| APG Asset Management N.V. | 179,200 | $7.07M | 0.01% | +56,200+45.7% | Added |
| Advisor Group Holdings, Inc. | 227,601 | $8.98M | 0.01% | +115,948+103.8% | Added |
| Meritage Portfolio Management | 231,614 | $9.14M | 0.67% | −1,607−0.7% | Reduced |
| Raymond James & Associates | 323,055 | $12.7M | 0.01% | −7,688−2.3% | Reduced |
| Ameriprise Financial Inc | 428,962 | $16.9M | 0.01% | +70,046+19.5% | Added |
| Crossmark Global Holdings, Inc. | 482,431 | $19.6M | 0.44% | +234,814+94.8% | Added |
| Envestnet Asset Management Inc | 615,582 | $24.3M | 0.01% | +46,653+8.2% | Added |
| Cookson Peirce & Co Inc | 618,851 | $24.4M | 1.60% | +3,238+0.5% | Added |
| Natixis Advisors, L.P. | 622,654 | $24.6M | 0.08% | +18,167+3.0% | Added |
| FIL Ltd | 671,454 | $26.5M | 0.03% | −36,812−5.2% | Reduced |
| FMR LLC | 697,758 | $27.5M | 0.00% | −21,711−3.0% | Reduced |
| American Century Companies Inc | 698,250 | $27.6M | 0.02% | +197,283+39.4% | Added |
| Wells Fargo & Company | 753,155 | $29.7M | 0.01% | +143,538+23.5% | Added |
| Citadel Advisors LLC | 768,796 | $30.3M | 0.03% | +169,722+28.3% | Added |
| Arrowstreet Capital, Limited Partnership | 774,320 | $30.6M | 0.04% | +681,516+734.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 842,864 | $33.3M | 0.16% | +527,677+167.4% | Added |
| Royal Bank of Canada | 940,246 | $37.1M | 0.01% | −29,848−3.1% | Reduced |
| Clark Capital Management Group, Inc. | 1,060,330 | $41.8M | 0.42% | +37,894+3.7% | Added |
| Renaissance Technologies LLC | 1,425,243 | $56.2M | 0.10% | −260,800−15.5% | Reduced |
| Citigroup Inc | 1,466,923 | $57.9M | 0.08% | +1,727+0.1% | Added |
| Northern Trust Corp | 1,828,386 | $72.1M | 0.01% | +4,393+0.2% | Added |
| BlackRock Inc. | 2,036,870 | $80.4M | 0.00% | +43,138+2.2% | Added |
| Jane Street Group, LLC | 2,265,226 | $89.4M | 0.14% | −2,105,022−48.2% | Reduced |
| Lazard Asset Management LLC | 2,928,897 | $115.6M | 0.16% | −1,493,245−33.8% | Reduced |
| Bank of America Corp | 3,619,695 | $142.8M | 0.02% | +247,631+7.3% | Added |
| Goldman Sachs Group Inc | 4,291,250 | $169.3M | 0.04% | −508,098−10.6% | Reduced |
| Morgan Stanley | 8,374,688 | $330.5M | 0.03% | +73,129+0.9% | Added |
| Dimensional Fund Advisors LP | 11,244,708 | $443.7M | 0.15% | +279,758+2.6% | Added |
| Quilter Plc | 230 | – | – | 00.0% | Unchanged |
| Beck Bode, LLC | 0 | $0 | 0.00% | −72,711−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −34,870−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −29,455−100.0% | Sold out |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −29,255−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −25,815−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −22,895−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −20,465−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,519−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −12,771−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,506−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,897−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −10,414−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −8,796−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −8,794−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −7,412−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −6,513−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −6,433−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −5,941−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,881−100.0% | Sold out |
| WealthTrust Axiom LLC | 0 | $0 | 0.00% | −5,705−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −5,654−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −5,446−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −5,183−100.0% | Sold out |