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 |
|---|---|---|---|---|---|
| American Trust Investment Advisors, LLC | 8,420 | $332.3K | 0.18% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,259 | $325.9K | 0.00% | −1,594−16.2% | Reduced |
| Credential Qtrade Securities Inc. | 8,258 | $325.9K | 0.02% | −362−4.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,256 | $325.8K | 0.05% | +469+6.0% | Added |
| Ieq Capital, LLC | 8,242 | $325.2K | 0.01% | −529−6.0% | Reduced |
| Neuberger Berman Group LLC | 8,234 | $324.9K | 0.00% | −1,333−13.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,216 | $324.2K | 0.00% | +464+6.0% | Added |
| Axxcess Wealth Management, LLC | 7,964 | $314.3K | 0.01% | +7,964 | New |
| Five Oceans Advisors | 7,959 | $314.1K | 0.20% | 00.0% | Unchanged |
| Henshaw Capital LLC | 7,855 | $310.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Clearbridge Investments, LLC | 7,697 | $303.7K | 0.00% | −1,342−14.8% | Reduced |
| Kestra Advisory Services, LLC | 7,667 | $302.5K | 0.00% | +2,021+35.8% | Added |
| Nations Financial Group Inc, | 7,645 | $301.7K | 0.03% | +7,645 | New |
| Lindbrook Capital, LLC | 7,627 | $301.0K | 0.03% | +1,844+31.9% | Added |
| Wolverine Trading, LLC | 7,612 | $300.4K | 0.00% | +7,612 | New |
| Huntington National Bank | 7,394 | $291.8K | 0.00% | −175−2.3% | Reduced |
| Parallel Advisors, LLC | 7,387 | $291.5K | 0.01% | +462+6.7% | Added |
| Cozad Asset Management Inc | 7,300 | $288.1K | 0.04% | +7,300 | New |
| Fisher Asset Management, LLC | 7,133 | $281.5K | 0.00% | +238+3.5% | Added |
| National Asset Management, Inc. | 6,960 | $274.6K | 0.01% | +6,960 | New |
| SYSTM Wealth Solutions LLC | 6,898 | $272.2K | 0.04% | −286−4.0% | Reduced |
| Augustine Asset Management Inc | 6,736 | $265.8K | 0.12% | +1,626+31.8% | Added |
| Nilsine Partners, LLC | 6,665 | $263.0K | 0.04% | +7+0.1% | Added |
| Werba Rubin Papier Wealth Management | 6,543 | $258.2K | 0.09% | +6,543 | New |
| Beacon Pointe Advisors, LLC | 6,489 | $256.1K | 0.00% | +459+7.6% | Added |
| Safeguard Investment Advisory Group, LLC | 6,360 | $251.0K | 0.11% | −360−5.4% | Reduced |
| Optas, LLC | 6,230 | $245.8K | 0.08% | −6−0.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,060 | $239.0K | 0.12% | +765+14.4% | Added |
| Baldwin Investment Management, LLC | 6,014 | $237.3K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,983 | $236.1K | 0.02% | −3−0.1% | Reduced |
| Clifford Capital Partners LLC | 5,937 | $234.3K | 0.07% | −21,797−78.6% | Reduced |
| Legacy Capital Group California, Inc. | 5,924 | $233.8K | 0.10% | +251+4.4% | Added |
| Keel Point, LLC | 5,892 | $232.5K | 0.03% | −41−0.7% | Reduced |
| Geneos Wealth Management Inc. | 5,879 | $232.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| WNY Asset Management, LLC | 5,640 | $222.6K | 0.04% | −2,010−26.3% | Reduced |
| Rathbone Brothers plc | 5,600 | $221.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 5,526 | $218.1K | 0.00% | +78+1.4% | Added |
| Waters Parkerson & Co., LLC | 5,500 | $217.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,494 | $216.0K | 0.13% | +5,494 | New |
| Cornerstone Wealth Management, LLC | 5,472 | $215.9K | 0.02% | −156−2.8% | Reduced |
| Drive Wealth Management, LLC | 5,363 | $211.6K | 0.08% | +5,363 | New |
| Savant Capital, LLC | 5,295 | $208.9K | 0.00% | +130+2.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,276 | $208.2K | 0.00% | +5,276 | New |
| Cetera Advisors LLC | 5,264 | $207.7K | 0.00% | −2,340−30.8% | Reduced |
| CWM, LLC | 4,915 | $194.0K | 0.00% | +1,056+27.4% | Added |
| Steward Partners Investment Advisory, LLC | 4,519 | $178.3K | 0.00% | +676+17.6% | Added |
| Hexagon Capital Partners LLC | 4,199 | $165.7K | 0.04% | +1,763+72.4% | Added |
| National Bank of Canada | 3,448 | $134.0K | 0.00% | −205−5.6% | Reduced |
| Edgar Lomax Co | 15,380 | $121.1K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,065 | $120.9K | 0.00% | −145−4.5% | Reduced |
| Rosenberg Matthew Hamilton | 3,041 | $120.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,802 | $111.0K | 0.00% | +538+23.8% | Added |
| Umb Bank N A | 2,791 | $110.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,763 | $109.0K | 0.01% | +2,763 | New |
| Glassman Wealth Services | 2,736 | $108.0K | 0.02% | +439+19.1% | Added |
| Global Retirement Partners, LLC | 2,682 | $105.4K | 0.01% | −104−3.7% | Reduced |
| Hoey Investments, Inc | 2,600 | $102.6K | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 2,500 | $98.7K | 0.00% | +2,500 | New |
| Grove Bank & Trust | 2,114 | $83.4K | 0.02% | −117−5.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,888 | $74.5K | 0.00% | +798+73.2% | Added |
| IFP Advisors, Inc | 1,827 | $72.1K | 0.00% | +800+77.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,653 | $65.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,596 | $63.0K | 0.00% | −93−5.5% | Reduced |
| JCIC Asset Management Inc. | 1,530 | $60.4K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 1,498 | $59.1K | 0.00% | −350−18.9% | Reduced |
| Clear Street Markets LLC | 1,462 | $58.0K | 0.04% | +1,462 | New |
| TD Private Client Wealth LLC | 1,364 | $53.8K | 0.00% | −160−10.5% | Reduced |
| Whittier Trust Co | 1,341 | $52.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,321 | $52.1K | 0.00% | +335+34.0% | Added |
| Newbridge Financial Services Group, Inc. | 1,300 | $51.3K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,129 | $44.5K | 0.00% | −1−0.1% | Reduced |
| Atlas Capital Advisors LLC | 1,107 | $43.7K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,016 | $40.1K | 0.01% | +1,016 | New |
| Column Capital Advisors, LLC | 1,006 | $39.7K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,000 | $39.5K | 0.01% | +1,000 | New |
| Banque Cantonale Vaudoise | 1,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 907 | $35.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 866 | $34.2K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 813 | $32.1K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 809 | $32.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 769 | $30.3K | 0.00% | +769 | New |
| HHM Wealth Advisors, LLC | 751 | $29.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 697 | $27.5K | 0.00% | −119−14.6% | Reduced |
| MCF Advisors LLC | 688 | $27.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 671 | $26.5K | 0.00% | −45−6.3% | Reduced |
| Milestone Investment Advisors LLC | 671 | $26.5K | 0.01% | +671 | New |
| HM Payson & Co | 556 | $21.9K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 523 | $20.6K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 512 | $20.2K | 0.01% | +337+192.6% | Added |
| Manchester Capital Management LLC | 499 | $19.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 539 | $19.6K | 0.00% | +539 | New |
| Smithfield Trust Co | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 433 | $17.1K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 427 | $16.8K | 0.01% | 00.0% | Unchanged |