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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 1,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,129 | $45.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,279 | $51.9K | 0.00% | −85−6.2% | Reduced |
| Fifth Third Bancorp | 1,395 | $56.6K | 0.00% | +74+5.6% | Added |
| Whittier Trust Co | 1,411 | $57.2K | 0.00% | +70+5.2% | Added |
| Cutler Group LP | 1,552 | $62.0K | 0.01% | −12,550−89.0% | Reduced |
| JCIC Asset Management Inc. | 1,615 | $65.5K | 0.03% | +85+5.6% | Added |
| IFP Advisors, Inc | 1,849 | $75.0K | 0.00% | +22+1.2% | Added |
| Umb Bank N A | 1,878 | $76.1K | 0.00% | −913−32.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,912 | $77.5K | 0.00% | −35,628−94.9% | Reduced |
| Grove Bank & Trust | 2,113 | $85.7K | 0.02% | −10.0% | Reduced |
| NBC Securities, Inc. | 2,194 | $88.0K | 0.01% | −569−20.6% | Reduced |
| Assetmark, Inc | 2,295 | $93.0K | 0.00% | +1,526+198.4% | Added |
| Bruce G. Allen Investments, LLC | 2,404 | $97.5K | 0.09% | +2,404 | New |
| JFS Wealth Advisors, LLC | 2,437 | $98.8K | 0.01% | +1,571+181.4% | Added |
| Allspring Global Investments Holdings, LLC | 2,477 | $100.4K | 0.00% | +824+49.8% | Added |
| Rosenberg Matthew Hamilton | 2,642 | $107.1K | 0.03% | −399−13.1% | Reduced |
| GAMMA Investing LLC | 3,016 | $118.6K | 0.03% | +3,016 | New |
| Glassman Wealth Services | 2,936 | $119.0K | 0.02% | +200+7.3% | Added |
| Farther Finance Advisors, LLC | 2,981 | $120.8K | 0.01% | +2,647+792.5% | Added |
| Barometer Capital Management Inc. | 3,000 | $121.6K | 0.03% | +3,000 | New |
| Federation des caisses Desjardins du Quebec | 3,025 | $122.6K | 0.00% | −40−1.3% | Reduced |
| Edgar Lomax Co | 15,380 | $124.6K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 3,206 | $128.5K | 0.00% | −242−7.0% | Reduced |
| Ronald Blue Trust, Inc. | 4,099 | $161.0K | 0.00% | +1,297+46.3% | Added |
| Advisory Services Network, LLC | 4,002 | $162.2K | 0.00% | +4,002 | New |
| Contravisory Investment Management, Inc. | 4,366 | $177.0K | 0.04% | +4,366 | New |
| SYSTM Wealth Solutions LLC | 4,432 | $179.7K | 0.02% | −2,466−35.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,760 | $193.0K | 0.00% | +241+5.3% | Added |
| Scotia Capital Inc. | 5,090 | $206.3K | 0.00% | +5,090 | New |
| Kestra Private Wealth Services, LLC | 5,092 | $206.4K | 0.01% | +5,092 | New |
| Aaron Wealth Advisors | 5,146 | $208.6K | 0.03% | +5,146 | New |
| Cornerstone Wealth Management, LLC | 5,169 | $209.5K | 0.02% | −303−5.5% | Reduced |
| Waldron Private Wealth LLC | 5,180 | $210.0K | 0.01% | +5,180 | New |
| Mission Wealth Management, LP | 5,196 | $210.7K | 0.01% | +5,196 | New |
| Nilsine Partners, LLC | 5,219 | $211.6K | 0.03% | −1,446−21.7% | Reduced |
| Abel Hall, LLC | 5,250 | $212.8K | 0.18% | +5,250 | New |
| Seven Eight Capital, LP | 5,314 | $215.4K | 0.02% | −28,917−84.5% | Reduced |
| Fortitude Family Office, LLC | 5,336 | $216.3K | 0.16% | +5,336 | New |
| FDx Advisors, Inc. | 5,346 | $217.0K | 0.02% | +5,346 | New |
| Victory Capital Management Inc | 5,391 | $218.6K | 0.00% | −41,704−88.6% | Reduced |
| Jarislowsky, Fraser Ltd | 5,425 | $219.9K | 0.00% | −4,890−47.4% | Reduced |
| FNY Investment Advisers, LLC | 5,494 | $222.0K | 0.25% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 5,540 | $224.6K | 0.04% | −100−1.8% | Reduced |
| Smartleaf Asset Management LLC | 5,565 | $225.5K | 0.06% | +5,565 | New |
| Savant Capital, LLC | 5,574 | $226.0K | 0.00% | +279+5.3% | Added |
| Geneos Wealth Management Inc. | 5,579 | $226.2K | 0.01% | −300−5.1% | Reduced |
| Aprio Wealth Management, LLC | 5,581 | $226.3K | 0.05% | +5,581 | New |
| Werba Rubin Papier Wealth Management | 5,583 | $226.3K | 0.08% | −960−14.7% | Reduced |
| Rathbone Brothers plc | 5,600 | $227.0K | 0.00% | 00.0% | Unchanged |
| Keel Point, LLC | 5,636 | $228.5K | 0.03% | −256−4.3% | Reduced |
| Waters Parkerson & Co., LLC | 5,727 | $232.0K | 0.01% | +227+4.1% | Added |
| Acorn Creek Capital LLC | 5,790 | $234.7K | 0.10% | +5,790 | New |
| Drive Wealth Management, LLC | 5,952 | $241.3K | 0.08% | +589+11.0% | Added |
| Baldwin Investment Management, LLC | 6,014 | $243.8K | 0.04% | 00.0% | Unchanged |
| Clifford Capital Partners LLC | 6,017 | $243.9K | 0.06% | +80+1.3% | Added |
| Safeguard Investment Advisory Group, LLC | 6,084 | $246.7K | 0.09% | −276−4.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,158 | $250.0K | 0.09% | +98+1.6% | Added |
| Kestra Advisory Services, LLC | 6,202 | $251.4K | 0.00% | −1,465−19.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 6,295 | $255.2K | 0.09% | +6,295 | New |
| Hexagon Capital Partners LLC | 6,319 | $256.2K | 0.06% | +2,120+50.5% | Added |
| Sawtooth Solutions, LLC | 6,424 | $260.4K | 0.01% | +675+11.7% | Added |
| Bleakley Financial Group, LLC | 6,424 | $260.4K | 0.01% | +675+11.7% | Added |
| Traveka Wealth, LLC | 6,490 | $263.1K | 0.13% | +6,490 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 6,637 | $269.1K | 0.00% | −1,579−19.2% | Reduced |
| BSW Wealth Partners | 6,745 | $273.4K | 0.05% | +6,745 | New |
| Huntington National Bank | 6,788 | $275.2K | 0.00% | −606−8.2% | Reduced |
| Optas, LLC | 6,820 | $276.5K | 0.08% | +590+9.5% | Added |
| Beacon Pointe Advisors, LLC | 7,047 | $285.7K | 0.00% | +558+8.6% | Added |
| Parallel Advisors, LLC | 7,193 | $291.6K | 0.01% | −194−2.6% | Reduced |
| Credential Qtrade Securities Inc. | 7,228 | $293.0K | 0.02% | −1,030−12.5% | Reduced |
| Coldstream Capital Management Inc | 7,277 | $295.0K | 0.01% | +7,277 | New |
| Cozad Asset Management Inc | 7,300 | $295.9K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 7,611 | $308.6K | 0.03% | −34−0.4% | Reduced |
| Clearbridge Investments, LLC | 7,697 | $312.0K | 0.00% | 00.0% | Unchanged |
| Henshaw Capital LLC | 7,855 | $318.4K | 0.02% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 7,864 | $318.8K | 0.18% | −802−9.3% | Reduced |
| American Trust Investment Advisors, LLC | 7,890 | $319.9K | 0.17% | −530−6.3% | Reduced |
| Five Oceans Advisors | 7,959 | $322.7K | 0.18% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,971 | $323.1K | 0.00% | −288−3.5% | Reduced |
| Sivia Capital Partners, LLC | 8,084 | $327.7K | 0.25% | +8,084 | New |
| Keybank National Association | 8,319 | $337.3K | 0.00% | +2,793+50.5% | Added |
| Lindbrook Capital, LLC | 8,375 | $339.5K | 0.03% | +748+9.8% | Added |
| Allie Family Office LLC | 8,504 | $344.8K | 0.24% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 8,640 | $350.3K | 0.01% | −815−8.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,690 | $352.3K | 0.01% | +8,690 | New |
| Dynamic Advisor Solutions LLC | 8,691 | $354.1K | 0.01% | −84−1.0% | Reduced |
| HighPoint Advisor Group LLC | 9,097 | $359.0K | 0.03% | +9,097 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,895 | $360.6K | 0.06% | +639+7.7% | Added |
| Courier Capital LLC | 8,904 | $361.0K | 0.03% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 8,995 | $364.7K | 0.16% | +8,995 | New |
| HighMark Wealth Management LLC | 9,075 | $367.9K | 0.27% | +67+0.7% | Added |
| Mesirow Financial Investment Management, Inc. | 9,101 | $369.0K | 0.01% | +9,101 | New |
| Raymond James Financial Services Advisors, Inc. | 9,125 | $369.9K | 0.00% | −8,985−49.6% | Reduced |
| Blueshift Asset Management, LLC | 9,227 | $374.1K | 0.20% | +9,227 | New |
| Ballentine Partners, LLC | 9,503 | $385.3K | 0.01% | +1,659+21.1% | Added |
| Argonautica Private Wealth Management, Inc | 9,573 | $388.1K | 0.16% | +10.0% | Added |
| Vontobel Holding Ltd. | 10,000 | $405.4K | 0.00% | −15,765−61.2% | Reduced |
| Caas Capital Management LP | 10,000 | $405.4K | 0.38% | +10,000 | New |
| Chelsea Counsel Co | 10,025 | $406.4K | 0.22% | +10,025 | New |