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 |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 10,206 | $413.8K | 0.16% | +4,282+72.3% | Added |
| Investors Research Corp | 10,266 | $416.2K | 0.10% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 10,457 | $423.9K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 10,500 | $425.7K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,604 | $429.9K | 0.09% | +10,604 | New |
| Greenleaf Trust | 10,665 | $432.4K | 0.00% | +459+4.5% | Added |
| Ieq Capital, LLC | 10,838 | $439.4K | 0.01% | +2,596+31.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,863 | $440.0K | 0.00% | +1,143+11.8% | Added |
| Global Retirement Partners, LLC | 11,664 | $442.6K | 0.02% | +8,982+334.9% | Added |
| CAPROCK Group, Inc. | 11,029 | $447.1K | 0.03% | +1,747+18.8% | Added |
| Calamos Wealth Management LLC | 11,046 | $447.8K | 0.03% | −21,259−65.8% | Reduced |
| Cooper Financial Group | 11,338 | $459.6K | 0.08% | +28+0.2% | Added |
| Gradient Investments LLC | 11,530 | $467.4K | 0.01% | +11,486+26,104.5% | Added |
| CSS LLC | 11,600 | $470.3K | 0.04% | −1,000−7.9% | Reduced |
| Strategic Global Advisors, LLC | 12,064 | $489.1K | 0.11% | −217−1.8% | Reduced |
| Proequities, Inc. | 12,098 | $490.5K | 0.04% | +2,710+28.9% | Added |
| Americana Partners, LLC | 12,149 | $492.5K | 0.05% | −2,692−18.1% | Reduced |
| Blair William & Co | 12,219 | $495.4K | 0.00% | +728+6.3% | Added |
| Sage Rhino Capital LLC | 12,500 | $506.8K | 0.13% | −132−1.0% | Reduced |
| JPMorgan Chase & Co | 12,528 | $507.9K | 0.00% | −30,639−71.0% | Reduced |
| Boston Private Wealth LLC | 12,559 | $509.1K | 0.01% | +611+5.1% | Added |
| Legacy Wealth Asset Management, LLC | 12,630 | $512.0K | 0.17% | +145+1.2% | Added |
| Evergreen Capital Management LLC | 12,639 | $512.4K | 0.02% | −338−2.6% | Reduced |
| Principal Securities, Inc. | 12,672 | $513.7K | 0.02% | +12,672 | New |
| Stamos Capital Partners, L.P. | 12,800 | $518.9K | 0.14% | +12,800 | New |
| First Manhattan Co | 12,977 | $526.1K | 0.00% | −5,475−29.7% | Reduced |
| PDS Planning, Inc | 13,023 | $528.0K | 0.06% | +494+3.9% | Added |
| Bayesian Capital Management, LP | 13,213 | $535.7K | 0.06% | −5,979−31.2% | Reduced |
| Koss-Olinger Consulting, LLC | 13,370 | $542.0K | 0.05% | −26,289−66.3% | Reduced |
| Susquehanna International Group Ltd. | 13,601 | $551.4K | 0.13% | +13,601 | New |
| Cetera Investment Advisers | 13,685 | $554.8K | 0.00% | +1,380+11.2% | Added |
| GWM Advisors LLC | 14,442 | $559.5K | 0.01% | +12,846+804.9% | Added |
| Prospera Financial Services Inc | 13,918 | $564.2K | 0.02% | −685−4.7% | Reduced |
| Tower Research Capital LLC (TRC) | 13,920 | $564.3K | 0.01% | +12,032+637.3% | Added |
| Henry James International Management, Inc. | 14,071 | $570.4K | 0.21% | 00.0% | Unchanged |
| Pitcairn Co | 14,438 | $585.3K | 0.04% | +6,594+84.1% | Added |
| Syon Capital LLC | 14,644 | $593.7K | 0.06% | +3,941+36.8% | Added |
| Advisors Preferred, LLC | 15,070 | $604.6K | 0.10% | +15,070 | New |
| State Street Corp | 14,937 | $605.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 14,959 | $605.7K | 0.01% | −5,060−25.3% | Reduced |
| Atomi Financial Group, Inc. | 14,996 | $607.9K | 0.08% | +14,996 | New |
| Leo Wealth, LLC | 15,298 | $617.2K | 0.06% | +15,298 | New |
| Legacy Financial Advisors, Inc. | 15,227 | $617.3K | 0.12% | +1,895+14.2% | Added |
| Millennium Management LLC | 15,350 | $622.3K | 0.00% | −20,023−56.6% | Reduced |
| Twin Tree Management, LP | 15,728 | $637.6K | 0.01% | +15,728 | New |
| Crumly & Associates Inc. | 15,957 | $646.9K | 0.19% | +620+4.0% | Added |
| Level Four Advisory Services, LLC | 16,060 | $651.1K | 0.04% | −4,634−22.4% | Reduced |
| Pzena Investment Management LLC | 17,135 | $694.7K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 17,324 | $702.3K | 0.06% | +5,859+51.1% | Added |
| Louisbourg Investments Inc. | 17,430 | $706.6K | 0.21% | +17,430 | New |
| Advisors Asset Management, Inc. | 17,918 | $726.4K | 0.01% | +2,844+18.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,261 | $740.3K | 0.00% | +1,434+8.5% | Added |
| Clarius Group, LLC | 18,381 | $745.2K | 0.06% | −46−0.2% | Reduced |
| Connectus Wealth, LLC | 19,152 | $777.3K | 0.02% | −163−0.8% | Reduced |
| Eqis Capital Management, Inc. | 19,402 | $786.6K | 0.06% | +19,402 | New |
| SeaBridge Investment Advisors LLC | 19,475 | $789.5K | 0.23% | −410−2.1% | Reduced |
| McDonald Partners LLC | 19,515 | $791.2K | 0.23% | −555−2.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 19,526 | $791.6K | 0.00% | −357−1.8% | Reduced |
| D.A. Davidson & Co. | 19,627 | $795.7K | 0.01% | −40−0.2% | Reduced |
| RBF Capital, LLC | 20,000 | $810.8K | 0.05% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 20,112 | $815.3K | 0.20% | −79−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 20,353 | $825.1K | 0.01% | +20,353 | New |
| Wedbush Securities Inc | 20,414 | $828.0K | 0.04% | +473+2.4% | Added |
| Zions Bancorporation, N.A. | 20,526 | $832.1K | 0.06% | −328−1.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 21,089 | $854.9K | 0.49% | +36+0.2% | Added |
| Wolverine Trading, LLC | 21,141 | $857.1K | 0.01% | +13,529+177.7% | Added |
| Profund Advisors LLC | 21,321 | $864.4K | 0.04% | +4,084+23.7% | Added |
| Checchi Capital Advisers, LLC | 21,401 | $867.6K | 0.07% | −1,752−7.6% | Reduced |
| CIBC Private Wealth Group, LLC | 21,676 | $878.7K | 0.00% | −37−0.2% | Reduced |
| Point72 Asset Management, L.P. | 22,100 | $895.9K | 0.00% | +22,100 | New |
| Gabelli Funds LLC | 23,000 | $932.4K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 23,000 | $932.4K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 23,512 | $953.2K | 0.09% | −6,122−20.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,621 | $957.6K | 0.06% | −678−2.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 23,839 | $966.4K | 0.07% | +635+2.7% | Added |
| Vise Technologies, Inc. | 24,722 | $1.00M | 0.22% | +1,764+7.7% | Added |
| Davenport & Co LLC | 25,836 | $1.05M | 0.01% | +5,841+29.2% | Added |
| Sequoia Financial Advisors, LLC | 26,256 | $1.06M | 0.01% | +2,724+11.6% | Added |
| Foresight Capital Management Advisors, Inc. | 26,367 | $1.07M | 1.09% | +26,367 | New |
| Glenmede Trust Co NA | 26,390 | $1.07M | 0.01% | +5,958+29.2% | Added |
| MAI Capital Management | 26,553 | $1.08M | 0.01% | +264+1.0% | Added |
| Orleans Capital Management Corp | 26,705 | $1.08M | 0.73% | +2,905+12.2% | Added |
| Forum Financial Management, LP | 26,801 | $1.09M | 0.02% | −266−1.0% | Reduced |
| AE Wealth Management LLC | 27,714 | $1.10M | 0.01% | +2,467+9.8% | Added |
| Eagle Asset Management Inc | 27,161 | $1.10M | 0.01% | −1,194−4.2% | Reduced |
| Karpas Strategies, LLC | 27,200 | $1.10M | 0.36% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 27,237 | $1.10M | 0.10% | −3,255−10.7% | Reduced |
| Miracle Mile Advisors, LLC | 27,512 | $1.12M | 0.03% | −2,835−9.3% | Reduced |
| United Capital Financial Advisers, LLC | 27,530 | $1.12M | 0.01% | +27,530 | New |
| Rhumbline Advisers | 27,622 | $1.12M | 0.00% | +358+1.3% | Added |
| Penserra Capital Management LLC | 27,921 | $1.13M | 0.02% | −6,536−19.0% | Reduced |
| Capital Wealth Planning, LLC | 27,921 | $1.13M | 0.01% | +11,776+72.9% | Added |
| Lake Street Advisors Group, LLC | 28,017 | $1.14M | 0.06% | −162−0.6% | Reduced |
| Prudential Financial Inc | 29,037 | $1.18M | 0.00% | +8,813+43.6% | Added |
| Ativo Capital Management LLC | 29,143 | $1.18M | 1.26% | +29,143 | New |
| Susquehanna International Securities, Ltd. | 29,180 | $1.18M | 0.86% | +29,180 | New |
| Axq Capital, LP | 30,000 | $1.22M | 0.32% | +30,000 | New |
| Cetera Advisor Networks LLC | 30,095 | $1.22M | 0.01% | +1,360+4.7% | Added |
| LGT Group Foundation | 30,325 | $1.23M | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 31,027 | $1.26M | 0.11% | +2,474+8.7% | Added |