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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

Q4 2023 vs. Q3 2023

How the institutions holding HSBC Holdings PLC changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of HSBC: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders3756412+43
Shares58.5M120.2K55.9M−2.47M (−4.2%)
Value$2.31B$4.76M$2.27B−$38.3M (−1.7%)

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (75)

Institutions that held HSBC Holdings PLC at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to HSBC in Q4 2023
InstitutionSharesValue% of portfolio
Promethos Capital, LLC152,060$6.16M4.47%
GQG Partners LLC141,557$5.74M0.01%
Pathstone Holdings, LLC105,286$4.28M0.02%
Y-Intercept (Hong Kong) Ltd101,536$4.12M0.38%
Schonfeld Strategic Advisors LLC55,054$2.23M0.02%
Fox Hill Wealth Management42,240$1.71M1.31%
Richard P Slaughter Associates Inc37,371$1.52M0.38%
Squarepoint Ops LLC31,900$1.29M0.01%
Virtu Financial LLC31,577$1.28M0.10%
Raelipskie Partnership31,553$1.28M0.78%
Axq Capital, LP30,000$1.22M0.32%
Susquehanna International Securities, Ltd.29,180$1.18M0.86%
Ativo Capital Management LLC29,143$1.18M1.26%
United Capital Financial Advisers, LLC27,530$1.12M0.01%
Foresight Capital Management Advisors, Inc.26,367$1.07M1.09%
Point72 Asset Management, L.P.22,100$895.9K0.00%
Cubist Systematic Strategies, LLC20,353$825.1K0.01%
Eqis Capital Management, Inc.19,402$786.6K0.06%
Louisbourg Investments Inc.17,430$706.6K0.21%
Twin Tree Management, LP15,728$637.6K0.01%
Leo Wealth, LLC15,298$617.2K0.06%
Atomi Financial Group, Inc.14,996$607.9K0.08%
Advisors Preferred, LLC15,070$604.6K0.10%
Susquehanna International Group Ltd.13,601$551.4K0.13%
Stamos Capital Partners, L.P.12,800$518.9K0.14%
Principal Securities, Inc.12,672$513.7K0.02%
XTX Topco Ltd10,604$429.9K0.09%
Chelsea Counsel Co10,025$406.4K0.22%
Caas Capital Management LP10,000$405.4K0.38%
Blueshift Asset Management, LLC9,227$374.1K0.20%
Mesirow Financial Investment Management, Inc.9,101$369.0K0.01%
BKM Wealth Management, LLC8,995$364.7K0.16%
HighPoint Advisor Group LLC9,097$359.0K0.03%
Prime Capital Investment Advisors, LLC8,690$352.3K0.01%
Sivia Capital Partners, LLC8,084$327.7K0.25%
Coldstream Capital Management Inc7,277$295.0K0.01%
BSW Wealth Partners6,745$273.4K0.05%
Traveka Wealth, LLC6,490$263.1K0.13%
Measured Wealth Private Client Group, LLC6,295$255.2K0.09%
Acorn Creek Capital LLC5,790$234.7K0.10%
Aprio Wealth Management, LLC5,581$226.3K0.05%
Smartleaf Asset Management LLC5,565$225.5K0.06%
FDx Advisors, Inc.5,346$217.0K0.02%
Fortitude Family Office, LLC5,336$216.3K0.16%
Abel Hall, LLC5,250$212.8K0.18%
Mission Wealth Management, LP5,196$210.7K0.01%
Waldron Private Wealth LLC5,180$210.0K0.01%
Aaron Wealth Advisors5,146$208.6K0.03%
Kestra Private Wealth Services, LLC5,092$206.4K0.01%
Scotia Capital Inc.5,090$206.3K0.00%
Contravisory Investment Management, Inc.4,366$177.0K0.04%
Advisory Services Network, LLC4,002$162.2K0.00%
Barometer Capital Management Inc.3,000$121.6K0.03%
GAMMA Investing LLC3,016$118.6K0.03%
Bruce G. Allen Investments, LLC2,404$97.5K0.09%
Richardson Financial Services Inc.675$27.4K0.02%
Frazier Financial Advisors, LLC514$20.8K0.02%
Rothschild Investment LLC328$13.3K0.00%
Naples Money Management LLC217$8.79K0.01%
Albion Financial Group198$8.03K0.00%
LM Advisors LLC195$7.91K0.00%
Parkside Financial Bank & Trust191$7.74K0.00%
Valued Wealth Advisors LLC189$7.46K0.01%
Financial Connections Group, Inc.143$5.00K0.00%
Wiser Advisor Group LLC80$3.23K0.01%
Sofos Investments, Inc.58$2.40K0.00%
ICA Group Wealth Management, LLC55$2.23K0.00%
CVA Family Office, LLC52$2.11K0.00%
ClariVest Asset Management LLC49$1.99K0.00%
Tennessee Valley Asset Management Partners34$1.39K0.00%
Rakuten Securities, Inc.33$1.34K0.00%
Horizon Investments, LLC31$1.26K0.00%
Carmichael Hill & Associates, Inc.25$1.01K0.00%
Pineridge Advisors LLC25$1.01K0.00%
Vermillion & White Wealth Management Group, LLC16$6360.00%

Sold out (32)

Institutions that held HSBC Holdings PLC at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (6)

Institutions that held HSBC Holdings PLC at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HSBC in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Advisor Partners II, LLC82,218$3.24M
Pathstone Family Office, LLC36,839$1.47M
Column Capital Advisors, LLC1,006$39.7K
Steward Financial Group LLC90$3.00K
Antonetti Capital Management LLC39$1.54K
WFA of San Diego, LLC14$553