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 |
|---|---|---|---|---|---|
| Clark Capital Management Group, Inc. | 1,104,981 | $44.8M | 0.37% | +44,651+4.2% | Added |
| Renaissance Technologies LLC | 1,171,765 | $47.5M | 0.07% | −253,478−17.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,186,314 | $48.1M | 0.21% | +343,450+40.7% | Added |
| Citigroup Inc | 1,469,180 | $59.6M | 0.08% | +2,257+0.2% | Added |
| Northern Trust Corp | 1,927,144 | $78.1M | 0.01% | +98,758+5.4% | Added |
| BlackRock Inc. | 2,139,792 | $86.7M | 0.00% | +102,922+5.1% | Added |
| Lazard Asset Management LLC | 2,260,467 | $91.6M | 0.12% | −668,430−22.8% | Reduced |
| Bank of America Corp | 3,533,855 | $143.3M | 0.02% | −85,840−2.4% | Reduced |
| Goldman Sachs Group Inc | 4,925,789 | $199.7M | 0.04% | +634,539+14.8% | Added |
| Morgan Stanley | 6,196,900 | $251.2M | 0.02% | −2,177,788−26.0% | Reduced |
| Dimensional Fund Advisors LP | 11,621,349 | $471.1M | 0.14% | +376,641+3.3% | Added |
| Russell Investments Group, Ltd. | 18,969 | – | – | +9,087+92.0% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −774,320−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −139,998−100.0% | Sold out |
| SAL Trading, LLC | 0 | $0 | 0.00% | −82,700−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −35,814−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −28,414−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −13,253−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,831−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −11,748−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −10,239−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −7,964−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −7,133−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −6,960−100.0% | Sold out |
| Augustine Asset Management Inc | 0 | $0 | 0.00% | −6,736−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −5,983−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −5,276−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −5,264−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,462−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −813−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −671−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
| Antonetti Capital Management LLC | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |