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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 400 | $15.8K | 0.00% | +33+9.0% | Added |
| Silicon Valley Capital Partners | 399 | $15.7K | 0.00% | +5+1.3% | Added |
| GW&K Investment Management, LLC | 391 | $15.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 367 | $14.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 358 | $14.1K | 0.00% | 00.0% | Unchanged |
| Motco | 340 | $13.4K | 0.00% | +327+2,515.4% | Added |
| Arlington Partners LLC | 335 | $13.2K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 335 | $13.2K | 0.00% | +335 | New |
| Arlington Trust Co LLC | 335 | $13.2K | 0.01% | +335 | New |
| Farther Finance Advisors, LLC | 334 | $13.2K | 0.00% | +250+297.6% | Added |
| Bessemer Group Inc | 330 | $13.0K | 0.00% | −1,538−82.3% | Reduced |
| AdvisorNet Financial, Inc | 300 | $11.8K | 0.00% | +300 | New |
| Cary Street Partner Investment Advisory LLC | 282 | $11.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 280 | $11.0K | 0.01% | +280 | New |
| Harbour Investments, Inc. | 266 | $10.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 262 | $10.3K | 0.00% | +5+1.9% | Added |
| Bartlett & Co. Wealth Management LLC | 254 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 254 | $10.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 219 | $8.64K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 214 | $8.44K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 211 | $8.33K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 197 | $7.77K | 0.00% | +89+82.4% | Added |
| Federated Hermes, Inc. | 178 | $7.02K | 0.00% | +89+100.0% | Added |
| Macquarie Group Ltd | 177 | $7.00K | 0.00% | −97−35.4% | Reduced |
| Bell Investment Advisors, Inc | 161 | $6.35K | 0.00% | −51−24.1% | Reduced |
| FinTrust Capital Advisors, LLC | 159 | $6.28K | 0.00% | −9−5.4% | Reduced |
| RFP Financial Group LLC | 157 | $6.20K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 150 | $5.92K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 148 | $5.84K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 143 | $5.64K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 141 | $5.59K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 132 | $5.21K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 128 | $5.05K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 146 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 112 | $4.42K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 110 | $4.34K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 105 | $4.14K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 103 | $4.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $3.95K | 0.00% | −112−52.8% | Reduced |
| Chesapeake Asset Management LLC | 100 | $3.95K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $3.95K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $3.95K | 0.00% | +100 | New |
| Private Ocean, LLC | 95 | $3.75K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 96 | $3.48K | 0.00% | −5−5.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 87 | $3.43K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 83 | $3.27K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 90 | $3.00K | 0.00% | +90 | New |
| Archer Investment Corp | 68 | $2.70K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 66 | $2.60K | 0.00% | +66 | New |
| AXA S.A. | 64 | $2.52K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 62 | $2.45K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 56 | $2.21K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 54 | $2.13K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 54 | $2.13K | 0.00% | +54 | New |
| Hazlett, Burt & Watson, Inc. | 46 | $2.00K | 0.00% | +46 | New |
| New England Capital Financial Advisors LLC | 50 | $1.97K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 44 | $1.74K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $1.58K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 39 | $1.54K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 39 | $1.54K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 38 | $1.50K | 0.00% | +38 | New |
| Cullen/Frost Bankers, Inc. | 28 | $1.09K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $1.00K | 0.00% | +24 | New |
| SRS Capital Advisors, Inc. | 20 | $790 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 20 | $789 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 14 | $553 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 13 | $513 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 12 | $474 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $237 | 0.00% | +6 | New |
| Macroview Investment Management LLC | 2 | $79 | 0.00% | 00.0% | Unchanged |
| 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 |