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, Q4 2023
Institutional positions in HSBC Holdings PLC as of Dec 31, 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
- 412
- +43 vs. Q3 2023
- Shares held
- 55.9M
- −2.47M (−4.2%) vs. Q3 2023
- Total value
- $2.27B
- −$38.3M (−1.7%) vs. Q3 2023
- New holders
- 75
- 141 more added
- Sold out
- 32
- 120 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 11,621,349 | $471.1M | 0.14% | +376,641+3.3% | Added |
| Morgan Stanley | 6,196,900 | $251.2M | 0.02% | −2,177,788−26.0% | Reduced |
| Goldman Sachs Group Inc | 4,925,789 | $199.7M | 0.04% | +634,539+14.8% | Added |
| Bank of America Corp | 3,533,855 | $143.3M | 0.02% | −85,840−2.4% | Reduced |
| Lazard Asset Management LLC | 2,260,467 | $91.6M | 0.12% | −668,430−22.8% | Reduced |
| BlackRock Inc. | 2,139,792 | $86.7M | 0.00% | +102,922+5.1% | Added |
| Northern Trust Corp | 1,927,144 | $78.1M | 0.01% | +98,758+5.4% | Added |
| Citigroup Inc | 1,469,180 | $59.6M | 0.08% | +2,257+0.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,186,314 | $48.1M | 0.21% | +343,450+40.7% | Added |
| Renaissance Technologies LLC | 1,171,765 | $47.5M | 0.07% | −253,478−17.8% | Reduced |
| Clark Capital Management Group, Inc. | 1,104,981 | $44.8M | 0.37% | +44,651+4.2% | Added |
| Royal Bank of Canada | 920,170 | $37.3M | 0.01% | −20,076−2.1% | Reduced |
| Jane Street Group, LLC | 813,668 | $33.0M | 0.04% | −1,451,558−64.1% | Reduced |
| American Century Companies Inc | 775,913 | $31.5M | 0.02% | +77,663+11.1% | Added |
| Citadel Advisors LLC | 732,144 | $29.7M | 0.03% | −36,652−4.8% | Reduced |
| FMR LLC | 680,582 | $27.6M | 0.00% | −17,176−2.5% | Reduced |
| Envestnet Asset Management Inc | 647,190 | $26.2M | 0.01% | +31,608+5.1% | Added |
| Wells Fargo & Company | 646,458 | $26.2M | 0.01% | −106,697−14.2% | Reduced |
| FIL Ltd | 610,222 | $24.7M | 0.03% | −61,232−9.1% | Reduced |
| Cookson Peirce & Co Inc | 609,466 | $24.7M | 1.49% | −9,385−1.5% | Reduced |
| Natixis Advisors, L.P. | 573,641 | $23.3M | 0.06% | −49,013−7.9% | Reduced |
| Qube Research & Technologies Ltd | 541,717 | $22.0M | 0.05% | +459,629+559.9% | Added |
| Crossmark Global Holdings, Inc. | 467,608 | $19.0M | 0.39% | −14,823−3.1% | Reduced |
| Raymond James & Associates | 339,780 | $13.8M | 0.01% | +16,725+5.2% | Added |
| QRG Capital Management, Inc. | 251,509 | $10.2M | 0.15% | +81,567+48.0% | Added |
| Meritage Portfolio Management | 247,629 | $10.0M | 0.66% | +16,015+6.9% | Added |
| Ameriprise Financial Inc | 224,195 | $9.10M | 0.00% | −204,767−47.7% | Reduced |
| APG Asset Management N.V. | 204,300 | $7.50M | 0.01% | +25,100+14.0% | Added |
| CWM, LLC | 177,835 | $7.21M | 0.04% | +172,920+3,518.2% | Added |
| Advisor Group Holdings, Inc. | 174,371 | $7.07M | 0.01% | −53,230−23.4% | Reduced |
| American Assets Investment Management, LLC | 166,918 | $6.77M | 0.70% | 00.0% | Unchanged |
| Renaissance Group LLC | 160,334 | $6.50M | 0.27% | −3,698−2.3% | Reduced |
| Creative Planning | 156,302 | $6.34M | 0.01% | +22,381+16.7% | Added |
| Mercer Global Advisors Inc | 156,111 | $6.33M | 0.02% | +51,635+49.4% | Added |
| Promethos Capital, LLC | 152,060 | $6.16M | 4.47% | +152,060 | New |
| Bank of New York Mellon Corp | 145,336 | $5.89M | 0.00% | +3,356+2.4% | Added |
| HighTower Advisors, LLC | 144,888 | $5.87M | 0.01% | +5,656+4.1% | Added |
| Hennessy Advisors Inc | 142,800 | $5.79M | 0.29% | −8,200−5.4% | Reduced |
| GQG Partners LLC | 141,557 | $5.74M | 0.01% | +141,557 | New |
| Mariner, LLC | 139,574 | $5.66M | 0.01% | +6,664+5.0% | Added |
| O'Shaughnessy Asset Management, LLC | 137,008 | $5.55M | 0.07% | +14,319+11.7% | Added |
| UBS Group AG | 128,899 | $5.23M | 0.00% | −8,406−6.1% | Reduced |
| Neuberger Berman Group LLC | 121,435 | $4.92M | 0.00% | +113,201+1,374.8% | Added |
| M&T Bank Corp | 120,262 | $4.88M | 0.02% | −2,602−2.1% | Reduced |
| Ramirez Asset Management, Inc. | 119,935 | $4.86M | 0.99% | +8,830+7.9% | Added |
| Quantbot Technologies LP | 114,666 | $4.65M | 0.27% | +13,998+13.9% | Added |
| Bank of Montreal | 114,319 | $4.64M | 0.00% | +26,128+29.6% | Added |
| SEI Investments Co | 110,331 | $4.47M | 0.01% | +30,975+39.0% | Added |
| Quantinno Capital Management LP | 108,215 | $4.39M | 0.15% | +13,392+14.1% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $4.36M | 1.86% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 105,286 | $4.28M | 0.02% | +105,286 | New |
| Charles Schwab Investment Management Inc | 104,708 | $4.24M | 0.00% | +32,603+45.2% | Added |
| Summit Global Investments | 102,083 | $4.14M | 0.27% | −695−0.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 101,536 | $4.12M | 0.38% | +101,536 | New |
| Brinker Capital Investments, LLC | 96,958 | $4.02M | 0.05% | −13,600−12.3% | Reduced |
| Orion Portfolio Solutions, LLC | 96,958 | $4.02M | 0.05% | −13,600−12.3% | Reduced |
| US Bancorp | 95,465 | $3.87M | 0.01% | −1,967−2.0% | Reduced |
| Sanders Capital, LLC | 95,080 | $3.85M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 94,345 | $3.82M | 0.00% | +25,283+36.6% | Added |
| Regions Financial Corp | 87,778 | $3.56M | 0.03% | −23,659−21.2% | Reduced |
| Franklin Resources Inc | 78,710 | $3.19M | 0.00% | −10,465−11.7% | Reduced |
| Aquatic Capital Management LLC | 72,500 | $2.94M | 0.07% | +2,200+3.1% | Added |
| Janney Montgomery Scott LLC | 72,472 | $2.94M | 0.01% | −4,803−6.2% | Reduced |
| Catalyst Capital Advisors LLC | 70,200 | $2.85M | 0.08% | −5,750−7.6% | Reduced |
| Susquehanna International Group, LLP | 69,511 | $2.82M | 0.00% | +1,088+1.6% | Added |
| Ethic Inc. | 69,076 | $2.80M | 0.08% | +29,696+75.4% | Added |
| Yousif Capital Management, LLC | 68,308 | $2.77M | 0.03% | +3,200+4.9% | Added |
| Old Port Advisors | 67,449 | $2.73M | 0.91% | −2,382−3.4% | Reduced |
| Naviter Wealth, LLC | 65,548 | $2.66M | 0.53% | +13,787+26.6% | Added |
| Balyasny Asset Management LLC | 65,225 | $2.64M | 0.01% | −60,479−48.1% | Reduced |
| Integrated Wealth Concepts LLC | 65,130 | $2.64M | 0.04% | +3,887+6.3% | Added |
| JT Stratford LLC | 62,658 | $2.54M | 0.58% | +140.0% | Added |
| Wetherby Asset Management Inc | 61,502 | $2.49M | 0.13% | +2,669+4.5% | Added |
| The PNC Financial Services Group, Inc. | 60,035 | $2.43M | 0.00% | −8,065−11.8% | Reduced |
| Captrust Financial Advisors | 58,736 | $2.38M | 0.01% | −3,066−5.0% | Reduced |
| Stifel Financial Corp | 56,627 | $2.30M | 0.00% | +11,080+24.3% | Added |
| Cresset Asset Management, LLC | 56,027 | $2.27M | 0.01% | −3,480−5.8% | Reduced |
| Qtron Investments LLC | 55,716 | $2.26M | 0.37% | +4,853+9.5% | Added |
| West Family Investments, Inc. | 55,654 | $2.26M | 0.76% | −3,853−6.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 55,054 | $2.23M | 0.02% | +55,054 | New |
| Veriti Management LLC | 55,026 | $2.23M | 0.20% | +1,136+2.1% | Added |
| Ritholtz Wealth Management | 54,895 | $2.23M | 0.09% | +6,539+13.5% | Added |
| JustInvest LLC | 54,878 | $2.22M | 0.06% | −1,950−3.4% | Reduced |
| Brandes Investment Partners, LP | 54,705 | $2.22M | 0.03% | +30,296+124.1% | Added |
| MML Investors Services, LLC | 51,188 | $2.08M | 0.01% | +13,042+34.2% | Added |
| Northwestern Mutual Wealth Management Co | 50,552 | $2.05M | 0.00% | +2,013+4.1% | Added |
| Morningstar Investment Services LLC | 50,308 | $2.04M | 0.01% | +25,746+104.8% | Added |
| Private Advisor Group, LLC | 50,107 | $2.03M | 0.02% | +473+1.0% | Added |
| CI Private Wealth, LLC | 48,776 | $1.98M | 0.00% | −2,050−4.0% | Reduced |
| Cerity Partners LLC | 45,982 | $1.86M | 0.01% | +16,866+57.9% | Added |
| Commonwealth Equity Services, LLC | 45,715 | $1.85M | 0.00% | −1,216−2.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 44,612 | $1.81M | 0.02% | −22,470−33.5% | Reduced |
| Earnest Partners LLC | 44,560 | $1.81M | 0.01% | −1,043−2.3% | Reduced |
| Vident Advisory, LLC | 42,795 | $1.73M | 0.04% | +1,444+3.5% | Added |
| Fox Hill Wealth Management | 42,240 | $1.71M | 1.31% | +42,240 | New |
| CIBC World Markets Inc. | 42,159 | $1.71M | 0.00% | −728−1.7% | Reduced |
| Signaturefd, LLC | 41,718 | $1.69M | 0.04% | +2,936+7.6% | Added |
| Park Avenue Securities LLC | 40,302 | $1.63M | 0.02% | +8,428+26.4% | Added |
| Barclays PLC | 40,207 | $1.63M | 0.00% | −64−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 37,409 | $1.52M | 0.01% | +8,347+28.7% | Added |