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 |
|---|---|---|---|---|---|
| Raelipskie Partnership | 31,553 | $1.28M | 0.78% | +31,553 | New |
| Virtu Financial LLC | 31,577 | $1.28M | 0.10% | +31,577 | New |
| Squarepoint Ops LLC | 31,900 | $1.29M | 0.01% | +31,900 | New |
| MRP Capital Investments, LLC | 32,540 | $1.32M | 1.42% | −53,113−62.0% | Reduced |
| Truist Financial Corp | 34,956 | $1.42M | 0.00% | +1,139+3.4% | Added |
| Wintrust Investments LLC | 35,410 | $1.44M | 0.14% | +2,410+7.3% | Added |
| Oppenheimer & Co Inc | 35,422 | $1.44M | 0.03% | −621−1.7% | Reduced |
| Invesco Ltd. | 35,539 | $1.44M | 0.00% | +12,222+52.4% | Added |
| Pacer Advisors, Inc. | 35,744 | $1.45M | 0.00% | −656−1.8% | Reduced |
| Thoroughbred Financial Services, LLC | 37,266 | $1.51M | 0.12% | −422−1.1% | Reduced |
| Richard P Slaughter Associates Inc | 37,371 | $1.52M | 0.38% | +37,371 | New |
| Rockefeller Capital Management L.P. | 37,409 | $1.52M | 0.01% | +8,347+28.7% | Added |
| Barclays PLC | 40,207 | $1.63M | 0.00% | −64−0.2% | Reduced |
| Park Avenue Securities LLC | 40,302 | $1.63M | 0.02% | +8,428+26.4% | Added |
| Signaturefd, LLC | 41,718 | $1.69M | 0.04% | +2,936+7.6% | Added |
| CIBC World Markets Inc. | 42,159 | $1.71M | 0.00% | −728−1.7% | Reduced |
| Fox Hill Wealth Management | 42,240 | $1.71M | 1.31% | +42,240 | New |
| Vident Advisory, LLC | 42,795 | $1.73M | 0.04% | +1,444+3.5% | Added |
| Earnest Partners LLC | 44,560 | $1.81M | 0.01% | −1,043−2.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 44,612 | $1.81M | 0.02% | −22,470−33.5% | Reduced |
| Commonwealth Equity Services, LLC | 45,715 | $1.85M | 0.00% | −1,216−2.6% | Reduced |
| Cerity Partners LLC | 45,982 | $1.86M | 0.01% | +16,866+57.9% | Added |
| CI Private Wealth, LLC | 48,776 | $1.98M | 0.00% | −2,050−4.0% | Reduced |
| Private Advisor Group, LLC | 50,107 | $2.03M | 0.02% | +473+1.0% | Added |
| Morningstar Investment Services LLC | 50,308 | $2.04M | 0.01% | +25,746+104.8% | Added |
| Northwestern Mutual Wealth Management Co | 50,552 | $2.05M | 0.00% | +2,013+4.1% | Added |
| MML Investors Services, LLC | 51,188 | $2.08M | 0.01% | +13,042+34.2% | Added |
| Brandes Investment Partners, LP | 54,705 | $2.22M | 0.03% | +30,296+124.1% | Added |
| JustInvest LLC | 54,878 | $2.22M | 0.06% | −1,950−3.4% | Reduced |
| Ritholtz Wealth Management | 54,895 | $2.23M | 0.09% | +6,539+13.5% | Added |
| Veriti Management LLC | 55,026 | $2.23M | 0.20% | +1,136+2.1% | Added |
| Schonfeld Strategic Advisors LLC | 55,054 | $2.23M | 0.02% | +55,054 | New |
| West Family Investments, Inc. | 55,654 | $2.26M | 0.76% | −3,853−6.5% | Reduced |
| Qtron Investments LLC | 55,716 | $2.26M | 0.37% | +4,853+9.5% | Added |
| Cresset Asset Management, LLC | 56,027 | $2.27M | 0.01% | −3,480−5.8% | Reduced |
| Stifel Financial Corp | 56,627 | $2.30M | 0.00% | +11,080+24.3% | Added |
| Captrust Financial Advisors | 58,736 | $2.38M | 0.01% | −3,066−5.0% | Reduced |
| The PNC Financial Services Group, Inc. | 60,035 | $2.43M | 0.00% | −8,065−11.8% | Reduced |
| Wetherby Asset Management Inc | 61,502 | $2.49M | 0.13% | +2,669+4.5% | Added |
| JT Stratford LLC | 62,658 | $2.54M | 0.58% | +140.0% | Added |
| Integrated Wealth Concepts LLC | 65,130 | $2.64M | 0.04% | +3,887+6.3% | Added |
| Balyasny Asset Management LLC | 65,225 | $2.64M | 0.01% | −60,479−48.1% | Reduced |
| Naviter Wealth, LLC | 65,548 | $2.66M | 0.53% | +13,787+26.6% | Added |
| Old Port Advisors | 67,449 | $2.73M | 0.91% | −2,382−3.4% | Reduced |
| Yousif Capital Management, LLC | 68,308 | $2.77M | 0.03% | +3,200+4.9% | Added |
| Ethic Inc. | 69,076 | $2.80M | 0.08% | +29,696+75.4% | Added |
| Susquehanna International Group, LLP | 69,511 | $2.82M | 0.00% | +1,088+1.6% | Added |
| Catalyst Capital Advisors LLC | 70,200 | $2.85M | 0.08% | −5,750−7.6% | Reduced |
| Janney Montgomery Scott LLC | 72,472 | $2.94M | 0.01% | −4,803−6.2% | Reduced |
| Aquatic Capital Management LLC | 72,500 | $2.94M | 0.07% | +2,200+3.1% | Added |
| Franklin Resources Inc | 78,710 | $3.19M | 0.00% | −10,465−11.7% | Reduced |
| Regions Financial Corp | 87,778 | $3.56M | 0.03% | −23,659−21.2% | Reduced |
| LPL Financial LLC | 94,345 | $3.82M | 0.00% | +25,283+36.6% | Added |
| Sanders Capital, LLC | 95,080 | $3.85M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 95,465 | $3.87M | 0.01% | −1,967−2.0% | Reduced |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 101,536 | $4.12M | 0.38% | +101,536 | New |
| Summit Global Investments | 102,083 | $4.14M | 0.27% | −695−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 104,708 | $4.24M | 0.00% | +32,603+45.2% | Added |
| Pathstone Holdings, LLC | 105,286 | $4.28M | 0.02% | +105,286 | New |
| Manatuck Hill Partners, LLC | 107,448 | $4.36M | 1.86% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 108,215 | $4.39M | 0.15% | +13,392+14.1% | Added |
| SEI Investments Co | 110,331 | $4.47M | 0.01% | +30,975+39.0% | Added |
| Bank of Montreal | 114,319 | $4.64M | 0.00% | +26,128+29.6% | Added |
| Quantbot Technologies LP | 114,666 | $4.65M | 0.27% | +13,998+13.9% | Added |
| Ramirez Asset Management, Inc. | 119,935 | $4.86M | 0.99% | +8,830+7.9% | Added |
| M&T Bank Corp | 120,262 | $4.88M | 0.02% | −2,602−2.1% | Reduced |
| Neuberger Berman Group LLC | 121,435 | $4.92M | 0.00% | +113,201+1,374.8% | Added |
| UBS Group AG | 128,899 | $5.23M | 0.00% | −8,406−6.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 137,008 | $5.55M | 0.07% | +14,319+11.7% | Added |
| Mariner, LLC | 139,574 | $5.66M | 0.01% | +6,664+5.0% | Added |
| GQG Partners LLC | 141,557 | $5.74M | 0.01% | +141,557 | New |
| Hennessy Advisors Inc | 142,800 | $5.79M | 0.29% | −8,200−5.4% | Reduced |
| HighTower Advisors, LLC | 144,888 | $5.87M | 0.01% | +5,656+4.1% | Added |
| Bank of New York Mellon Corp | 145,336 | $5.89M | 0.00% | +3,356+2.4% | Added |
| Promethos Capital, LLC | 152,060 | $6.16M | 4.47% | +152,060 | New |
| Mercer Global Advisors Inc | 156,111 | $6.33M | 0.02% | +51,635+49.4% | Added |
| Creative Planning | 156,302 | $6.34M | 0.01% | +22,381+16.7% | Added |
| Renaissance Group LLC | 160,334 | $6.50M | 0.27% | −3,698−2.3% | Reduced |
| American Assets Investment Management, LLC | 166,918 | $6.77M | 0.70% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 174,371 | $7.07M | 0.01% | −53,230−23.4% | Reduced |
| CWM, LLC | 177,835 | $7.21M | 0.04% | +172,920+3,518.2% | Added |
| APG Asset Management N.V. | 204,300 | $7.50M | 0.01% | +25,100+14.0% | Added |
| Ameriprise Financial Inc | 224,195 | $9.10M | 0.00% | −204,767−47.7% | Reduced |
| Meritage Portfolio Management | 247,629 | $10.0M | 0.66% | +16,015+6.9% | Added |
| QRG Capital Management, Inc. | 251,509 | $10.2M | 0.15% | +81,567+48.0% | Added |
| Raymond James & Associates | 339,780 | $13.8M | 0.01% | +16,725+5.2% | Added |
| Crossmark Global Holdings, Inc. | 467,608 | $19.0M | 0.39% | −14,823−3.1% | Reduced |
| Qube Research & Technologies Ltd | 541,717 | $22.0M | 0.05% | +459,629+559.9% | Added |
| Natixis Advisors, L.P. | 573,641 | $23.3M | 0.06% | −49,013−7.9% | Reduced |
| Cookson Peirce & Co Inc | 609,466 | $24.7M | 1.49% | −9,385−1.5% | Reduced |
| FIL Ltd | 610,222 | $24.7M | 0.03% | −61,232−9.1% | Reduced |
| Wells Fargo & Company | 646,458 | $26.2M | 0.01% | −106,697−14.2% | Reduced |
| Envestnet Asset Management Inc | 647,190 | $26.2M | 0.01% | +31,608+5.1% | Added |
| FMR LLC | 680,582 | $27.6M | 0.00% | −17,176−2.5% | Reduced |
| Citadel Advisors LLC | 732,144 | $29.7M | 0.03% | −36,652−4.8% | Reduced |
| American Century Companies Inc | 775,913 | $31.5M | 0.02% | +77,663+11.1% | Added |
| Jane Street Group, LLC | 813,668 | $33.0M | 0.04% | −1,451,558−64.1% | Reduced |
| Royal Bank of Canada | 920,170 | $37.3M | 0.01% | −20,076−2.1% | Reduced |