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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 412 institutions
Q1 2021: 263 institutionsQ2 2021: 262 institutionsQ3 2021: 263 institutionsQ4 2021: 284 institutionsQ1 2022: 297 institutionsQ2 2022: 292 institutionsQ3 2022: 289 institutionsQ4 2022: 316 institutionsQ1 2023: 338 institutionsQ2 2023: 365 institutionsQ3 2023: 375 institutionsQ4 2023: 412 institutionsQ1 2024: 411 institutionsQ2 2024: 419 institutionsQ3 2024: 425 institutionsQ4 2024: 466 institutionsQ1 2025: 507 institutionsQ2 2025: 513 institutionsQ3 2025: 555 institutionsQ4 2025: 617 institutionsQ1 2026: 646 institutionsQ2 2026: 713 institutions
Value heldQ4 2023: $2.27B
Q1 2021: $1.48BQ2 2021: $1.52BQ3 2021: $1.29BQ4 2021: $1.44BQ1 2022: $1.70BQ2 2022: $1.72BQ3 2022: $1.40BQ4 2022: $1.67BQ1 2023: $1.93BQ2 2023: $2.35BQ3 2023: $2.31BQ4 2023: $2.27BQ1 2024: $2.10BQ2 2024: $2.36BQ3 2024: $2.37BQ4 2024: $2.67BQ1 2025: $4.30BQ2 2025: $4.68BQ3 2025: $5.64BQ4 2025: $6.53BQ1 2026: $6.97BQ2 2026: $8.00B
Institutions holding HSBC and their total value by quarter
QuarterHoldersValue
Q2 2026713$8.00B
Q1 2026646$6.97B
Q4 2025617$6.53B
Q3 2025555$5.64B
Q2 2025513$4.68B
Q1 2025507$4.30B
Q4 2024466$2.67B
Q3 2024425$2.37B
Q2 2024419$2.36B
Q1 2024411$2.10B
Q4 2023412$2.27B
Q3 2023375$2.31B
Q2 2023365$2.35B
Q1 2023338$1.93B
Q4 2022316$1.67B
Q3 2022289$1.40B
Q2 2022292$1.72B
Q1 2022297$1.70B
Q4 2021284$1.44B
Q3 2021263$1.29B
Q2 2021262$1.52B
Q1 2021263$1.48B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q3 2023.

Institutions holding HSBC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Macroview Investment Management LLC2$820.00%00.0%Unchanged
Cornerstone Planning Group LLC6$2430.00%00.0%Unchanged
Toronto Dominion Bank12$4860.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC16$6360.00%+16New
Level Financial Advisors, Inc.20$8110.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.25$1.01K0.00%+25New
Pineridge Advisors LLC25$1.01K0.00%+25New
Cullen/Frost Bankers, Inc.28$1.12K0.00%00.0%Unchanged
Tyler-Stone Wealth Management31$1.26K0.00%00.0%Unchanged
Horizon Investments, LLC31$1.26K0.00%+31New
Rakuten Securities, Inc.33$1.34K0.00%+33New
Tennessee Valley Asset Management Partners34$1.39K0.00%+34New
Key Financial Inc39$1.58K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.59$1.84K0.00%+3+5.4%Added
ClariVest Asset Management LLC49$1.99K0.00%+49New
Hazlett, Burt & Watson, Inc.46$2.00K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC50$2.03K0.00%00.0%Unchanged
American National Bank51$2.07K0.00%−965−95.0%Reduced
CVA Family Office, LLC52$2.11K0.00%+52New
Hollencrest Capital Management54$2.19K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC55$2.23K0.00%+55New
Sofos Investments, Inc.58$2.40K0.00%+58New
Abound Wealth Management62$2.51K0.00%00.0%Unchanged
AXA S.A.64$2.60K0.00%00.0%Unchanged
Archer Investment Corp69$2.81K0.00%+1+1.5%Added
Bell Investment Advisors, Inc72$2.92K0.00%−89−55.3%Reduced
Kayne Anderson Rudnick Investment Management LLC77$3.16K0.00%+37+92.5%Added
Wiser Advisor Group LLC80$3.23K0.01%+80New
Caldwell Sutter Capital, Inc.87$3.53K0.00%00.0%Unchanged
Private Ocean, LLC95$3.85K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC96$3.89K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC98$3.97K0.00%−30−23.4%Reduced
Valley National Advisers Inc100$4.00K0.00%00.0%Unchanged
Asset Dedication, LLC100$4.00K0.00%00.0%Unchanged
Hoey Investments, Inc100$4.05K0.00%−2,500−96.2%Reduced
Chesapeake Asset Management LLC100$4.05K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC100$4.05K0.00%00.0%Unchanged
Financial Avengers, Inc.100$4.05K0.00%00.0%Unchanged
CoreFirst Bank & Trust100$4.05K0.00%00.0%Unchanged
M&R Capital Management Inc105$4.26K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc110$4.46K0.00%00.0%Unchanged
JJJ Advisors Inc.112$4.54K0.00%00.0%Unchanged
Bourgeon Capital Management LLC116$4.70K0.00%+50+75.8%Added
Financial Connections Group, Inc.143$5.00K0.00%+143New
Sound Income Strategies, LLC124$5.03K0.00%+41+49.4%Added
Beacon Capital Management, LLC141$5.56K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC143$5.80K0.00%00.0%Unchanged
Duncker Streett & Co Inc148$6.00K0.00%00.0%Unchanged
PrairieView Partners, LLC146$6.00K0.00%00.0%Unchanged
Baldwin Brothers Inc150$6.08K0.00%00.0%Unchanged
Larson Financial Group LLC157$6.37K0.00%+25+18.9%Added
FinTrust Capital Advisors, LLC159$6.45K0.00%00.0%Unchanged
Macquarie Group Ltd179$7.00K0.00%+2+1.1%Added
Eagle Bay Advisors LLC181$7.34K0.00%−33−15.4%Reduced
Valued Wealth Advisors LLC189$7.46K0.01%+189New
Oliver Lagore Vanvalin Investment Group191$7.74K0.00%−6−3.0%Reduced
Parkside Financial Bank & Trust191$7.74K0.00%+191New
LM Advisors LLC195$7.91K0.00%+195New
Albion Financial Group198$8.03K0.00%+198New
Cape Investment Advisory, Inc.211$8.55K0.00%00.0%Unchanged
Naples Money Management LLC217$8.79K0.01%+217New
Federated Hermes, Inc.217$8.80K0.00%+39+21.9%Added
Plante Moran Financial Advisors, LLC219$8.88K0.00%00.0%Unchanged
Jones Financial Companies LLLP230$9.32K0.00%+192+505.3%Added
Bartlett & Co. LLC254$10.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.250$10.1K0.00%−1,050−80.8%Reduced
Bartlett & Co. Wealth Management LLC254$10.3K0.00%00.0%Unchanged
Harbour Investments, Inc.266$10.8K0.00%00.0%Unchanged
Bessemer Group Inc330$13.0K0.00%00.0%Unchanged
Rothschild Investment LLC328$13.3K0.00%+328New
Park Place Capital Corp329$13.3K0.01%−38−10.4%Reduced
Arlington Partners LLC335$13.6K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC358$14.5K0.00%00.0%Unchanged
Arlington Trust Co LLC379$15.4K0.00%+44+13.1%Added
GW&K Investment Management, LLC391$16.0K0.00%00.0%Unchanged
Silicon Valley Capital Partners404$16.4K0.00%+5+1.3%Added
First Horizon Advisors, Inc.407$16.5K0.00%+7+1.8%Added
Raffa Wealth Management, LLC427$17.3K0.01%00.0%Unchanged
Tortoise Investment Management, LLC433$17.6K0.00%00.0%Unchanged
RFP Financial Group LLC456$18.5K0.01%+299+190.4%Added
Manchester Capital Management LLC492$19.9K0.00%−7−1.4%Reduced
Smithfield Trust Co500$20.0K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC514$20.8K0.02%+514New
Boyd Watterson Asset Management LLC523$21.2K0.01%00.0%Unchanged
Bokf, NA539$21.9K0.00%00.0%Unchanged
AdvisorNet Financial, Inc550$22.3K0.00%+250+83.3%Added
HM Payson & Co556$22.5K0.00%00.0%Unchanged
Atlas Capital Advisors LLC613$24.9K0.00%−494−44.6%Reduced
Richardson Financial Services Inc.675$27.4K0.02%+675New
MCF Advisors LLC688$27.9K0.00%00.0%Unchanged
Financial Management Professionals, Inc.708$29.0K0.00%+15+2.2%Added
HHM Wealth Advisors, LLC751$30.4K0.01%00.0%Unchanged
Hanson & Doremus Investment Management809$33.0K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC823$33.4K0.00%+126+18.1%Added
Allworth Financial LP824$33.4K0.00%+153+22.8%Added
Spire Wealth Management903$34.3K0.00%−595−39.7%Reduced
Addison Advisors LLC895$36.3K0.01%+383+74.8%Added
Edmond de Rothschild Holding S.A.907$36.8K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.940$38.0K0.00%+263+38.8%Added
Paradigm Asset Management Co LLC1,000$40.5K0.01%00.0%Unchanged