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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 9,882 | $1.41M | 0.00% | −58,630−85.6% | Reduced |
| Two Sigma Securities, LLC | 35,814 | $1.41M | 0.07% | +27,128+312.3% | Added |
| Millennium Management LLC | 35,373 | $1.40M | 0.00% | +35,373 | New |
| Penserra Capital Management LLC | 34,457 | $1.36M | 0.03% | +34,457 | New |
| Seven Eight Capital, LP | 34,231 | $1.35M | 0.16% | +34,231 | New |
| Truist Financial Corp | 33,817 | $1.33M | 0.00% | +2,333+7.4% | Added |
| Wintrust Investments LLC | 33,000 | $1.30M | 0.14% | +7,225+28.0% | Added |
| Calamos Wealth Management LLC | 32,305 | $1.27M | 0.10% | +32,305 | New |
| Park Avenue Securities LLC | 31,874 | $1.26M | 0.02% | +1,417+4.7% | Added |
| Schechter Investment Advisors, LLC | 30,492 | $1.20M | 0.12% | −500−1.6% | Reduced |
| Miracle Mile Advisors, LLC | 30,347 | $1.20M | 0.04% | −3,846−11.2% | Reduced |
| LGT Group Foundation | 30,325 | $1.18M | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 29,634 | $1.17M | 0.13% | +1,389+4.9% | Added |
| Cerity Partners LLC | 29,116 | $1.15M | 0.01% | −2,507−7.9% | Reduced |
| Rockefeller Capital Management L.P. | 29,062 | $1.15M | 0.00% | +2,623+9.9% | Added |
| Cetera Advisor Networks LLC | 28,735 | $1.13M | 0.01% | +5,188+22.0% | Added |
| Quadrant Capital Group LLC | 28,553 | $1.13M | 0.11% | −429−1.5% | Reduced |
| IFG Advisory, LLC | 28,414 | $1.12M | 0.09% | +206+0.7% | Added |
| Eagle Asset Management Inc | 28,355 | $1.12M | 0.01% | −816−2.8% | Reduced |
| Lake Street Advisors Group, LLC | 28,179 | $1.11M | 0.07% | +393+1.4% | Added |
| Rhumbline Advisers | 27,264 | $1.08M | 0.00% | +1,546+6.0% | Added |
| Karpas Strategies, LLC | 27,200 | $1.07M | 0.39% | 00.0% | Unchanged |
| Forum Financial Management, LP | 27,067 | $1.07M | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 26,289 | $1.04M | 0.02% | −161−0.6% | Reduced |
| Vontobel Holding Ltd. | 25,765 | $1.02M | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 25,247 | $996.2K | 0.01% | +362+1.5% | Added |
| Morningstar Investment Services LLC | 24,562 | $975.0K | 0.01% | +1,176+5.0% | Added |
| Brandes Investment Partners, LP | 24,409 | $963.2K | 0.02% | −697−2.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 24,299 | $958.8K | 0.07% | −365−1.5% | Reduced |
| Orleans Capital Management Corp | 23,800 | $939.1K | 0.70% | +735+3.2% | Added |
| Sequoia Financial Advisors, LLC | 23,532 | $928.6K | 0.02% | +38+0.2% | Added |
| Invesco Ltd. | 23,317 | $920.1K | 0.00% | +1,277+5.8% | Added |
| Dorsey & Whitney Trust CO LLC | 23,204 | $915.6K | 0.08% | +984+4.4% | Added |
| Checchi Capital Advisers, LLC | 23,153 | $913.6K | 0.08% | +1,761+8.2% | 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 |
| Vise Technologies, Inc. | 22,958 | $905.9K | 0.22% | +1,027+4.7% | Added |
| CIBC Private Wealth Group, LLC | 21,713 | $856.8K | 0.00% | +1,713+8.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 21,053 | $830.8K | 0.49% | +2,021+10.6% | Added |
| Zions Bancorporation, N.A. | 20,854 | $822.9K | 0.07% | +4,317+26.1% | Added |
| Level Four Advisory Services, LLC | 20,694 | $816.6K | 0.05% | −12,027−36.8% | Reduced |
| Glenmede Trust Co NA | 20,432 | $806.2K | 0.00% | +1,743+9.3% | Added |
| Prudential Financial Inc | 20,224 | $798.0K | 0.00% | +2,348+13.1% | Added |
| Eaton Financial Holdings Company, LLC | 20,191 | $796.7K | 0.21% | +20,191 | New |
| McDonald Partners LLC | 20,070 | $791.9K | 0.26% | +205+1.0% | Added |
| RBF Capital, LLC | 20,000 | $789.2K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 19,995 | $789.0K | 0.01% | +5,067+33.9% | Added |
| Wedbush Securities Inc | 19,941 | $787.0K | 0.04% | +7,457+59.7% | Added |
| SeaBridge Investment Advisors LLC | 19,885 | $784.7K | 0.26% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 19,883 | $784.6K | 0.00% | +19,883 | New |
| TD Waterhouse Canada Inc. | 20,019 | $781.1K | 0.01% | +1,700+9.3% | Added |
| D.A. Davidson & Co. | 19,667 | $776.1K | 0.01% | +10.0% | Added |
| Connectus Wealth, LLC | 19,315 | $763.0K | 0.02% | +319+1.7% | Added |
| Bayesian Capital Management, LP | 19,192 | $757.3K | 0.09% | +19,192 | New |
| First Manhattan Co | 18,452 | $728.1K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 18,427 | $727.1K | 0.07% | −1,360−6.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,110 | $714.6K | 0.00% | +9,291+105.4% | Added |
| Profund Advisors LLC | 17,237 | $680.2K | 0.04% | −1,020−5.6% | Reduced |
| Pzena Investment Management LLC | 17,135 | $676.1K | 0.00% | −2,700−13.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 16,827 | $664.0K | 0.00% | +16,827 | New |
| Capital Wealth Planning, LLC | 16,145 | $637.1K | 0.01% | +16,145 | New |
| Crumly & Associates Inc. | 15,337 | $605.2K | 0.24% | +85+0.6% | Added |
| Advisors Asset Management, Inc. | 15,074 | $594.8K | 0.01% | +5,597+59.1% | Added |
| State Street Corp | 14,937 | $589.4K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 14,841 | $584.4K | 0.06% | +769+5.5% | Added |
| Prospera Financial Services Inc | 14,603 | $576.2K | 0.02% | −1,097−7.0% | Reduced |
| Cutler Group LP | 14,102 | $556.0K | 0.09% | +13,772+4,173.3% | Added |
| Henry James International Management, Inc. | 14,071 | $555.2K | 0.24% | +2,784+24.7% | Added |
| Legacy Financial Advisors, Inc. | 13,332 | $526.1K | 0.11% | +622+4.9% | Added |
| PEAK6 Investments LLC | 13,253 | $523.0K | 0.03% | −9,837−42.6% | Reduced |
| Evergreen Capital Management LLC | 12,977 | $512.1K | 0.02% | −3,214−19.9% | Reduced |
| Sage Rhino Capital LLC | 12,632 | $498.5K | 0.14% | +470+3.9% | Added |
| CSS LLC | 12,600 | $497.2K | 0.04% | +4,600+57.5% | Added |
| PDS Planning, Inc | 12,529 | $494.4K | 0.06% | +611+5.1% | Added |
| Legacy Wealth Asset Management, LLC | 12,485 | $492.7K | 0.18% | +168+1.4% | Added |
| Cetera Investment Advisers | 12,305 | $485.6K | 0.00% | +2,250+22.4% | Added |
| Strategic Global Advisors, LLC | 12,281 | $484.6K | 0.08% | −4,042−24.8% | Reduced |
| Boston Private Wealth LLC | 11,948 | $471.5K | 0.01% | −1,571−11.6% | Reduced |
| Tudor Investment Corp Et Al | 11,831 | $466.9K | 0.01% | +11,831 | New |
| Acadian Asset Management LLC | 11,748 | $463.0K | 0.00% | +11,748 | New |
| Blair William & Co | 11,491 | $453.4K | 0.00% | −10.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,465 | $452.4K | 0.05% | +11,465 | New |
| Cooper Financial Group | 11,310 | $446.3K | 0.11% | +400+3.7% | Added |
| Syon Capital LLC | 10,703 | $422.3K | 0.05% | +10,703 | New |
| Pekin Hardy Strauss, Inc. | 10,500 | $414.3K | 0.07% | +10,500 | New |
| New York State Common Retirement Fund | 10,457 | $412.6K | 0.00% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 10,315 | $407.0K | 0.00% | −2,500−19.5% | Reduced |
| Investors Research Corp | 10,266 | $405.1K | 0.11% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 10,239 | $404.0K | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 10,206 | $402.7K | 0.00% | +104+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,720 | $384.0K | 0.00% | +1,665+20.7% | Added |
| Argonautica Private Wealth Management, Inc | 9,572 | $377.7K | 0.17% | +46+0.5% | Added |
| Valeo Financial Advisors, LLC | 9,455 | $373.1K | 0.02% | −628−6.2% | Reduced |
| Proequities, Inc. | 9,388 | $370.5K | 0.03% | +514+5.8% | Added |
| CAPROCK Group, Inc. | 9,282 | $366.3K | 0.03% | −497−5.1% | Reduced |
| HighMark Wealth Management LLC | 9,008 | $355.5K | 0.29% | 00.0% | Unchanged |
| Courier Capital LLC | 8,904 | $351.4K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 8,775 | $346.3K | 0.02% | +8,775 | New |
| Gallacher Capital Management LLC | 8,666 | $342.0K | 0.21% | −705−7.5% | Reduced |
| Allie Family Office LLC | 8,504 | $335.6K | 0.27% | 00.0% | Unchanged |