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 |
|---|---|---|---|---|---|
| Richard P Slaughter Associates Inc | 37,371 | $1.52M | 0.38% | +37,371 | New |
| Thoroughbred Financial Services, LLC | 37,266 | $1.51M | 0.12% | −422−1.1% | Reduced |
| Pacer Advisors, Inc. | 35,744 | $1.45M | 0.00% | −656−1.8% | Reduced |
| Invesco Ltd. | 35,539 | $1.44M | 0.00% | +12,222+52.4% | Added |
| Oppenheimer & Co Inc | 35,422 | $1.44M | 0.03% | −621−1.7% | Reduced |
| Wintrust Investments LLC | 35,410 | $1.44M | 0.14% | +2,410+7.3% | Added |
| Truist Financial Corp | 34,956 | $1.42M | 0.00% | +1,139+3.4% | Added |
| MRP Capital Investments, LLC | 32,540 | $1.32M | 1.42% | −53,113−62.0% | Reduced |
| Squarepoint Ops LLC | 31,900 | $1.29M | 0.01% | +31,900 | New |
| Virtu Financial LLC | 31,577 | $1.28M | 0.10% | +31,577 | New |
| Raelipskie Partnership | 31,553 | $1.28M | 0.78% | +31,553 | New |
| Quadrant Capital Group LLC | 31,027 | $1.26M | 0.11% | +2,474+8.7% | Added |
| LGT Group Foundation | 30,325 | $1.23M | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 30,095 | $1.22M | 0.01% | +1,360+4.7% | Added |
| Axq Capital, LP | 30,000 | $1.22M | 0.32% | +30,000 | New |
| Susquehanna International Securities, Ltd. | 29,180 | $1.18M | 0.86% | +29,180 | New |
| Ativo Capital Management LLC | 29,143 | $1.18M | 1.26% | +29,143 | New |
| Prudential Financial Inc | 29,037 | $1.18M | 0.00% | +8,813+43.6% | Added |
| Lake Street Advisors Group, LLC | 28,017 | $1.14M | 0.06% | −162−0.6% | Reduced |
| Capital Wealth Planning, LLC | 27,921 | $1.13M | 0.01% | +11,776+72.9% | Added |
| Penserra Capital Management LLC | 27,921 | $1.13M | 0.02% | −6,536−19.0% | Reduced |
| Rhumbline Advisers | 27,622 | $1.12M | 0.00% | +358+1.3% | Added |
| United Capital Financial Advisers, LLC | 27,530 | $1.12M | 0.01% | +27,530 | New |
| Miracle Mile Advisors, LLC | 27,512 | $1.12M | 0.03% | −2,835−9.3% | Reduced |
| Schechter Investment Advisors, LLC | 27,237 | $1.10M | 0.10% | −3,255−10.7% | Reduced |
| Karpas Strategies, LLC | 27,200 | $1.10M | 0.36% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 27,161 | $1.10M | 0.01% | −1,194−4.2% | Reduced |
| AE Wealth Management LLC | 27,714 | $1.10M | 0.01% | +2,467+9.8% | Added |
| Forum Financial Management, LP | 26,801 | $1.09M | 0.02% | −266−1.0% | Reduced |
| Orleans Capital Management Corp | 26,705 | $1.08M | 0.73% | +2,905+12.2% | Added |
| MAI Capital Management | 26,553 | $1.08M | 0.01% | +264+1.0% | Added |
| Glenmede Trust Co NA | 26,390 | $1.07M | 0.01% | +5,958+29.2% | Added |
| Foresight Capital Management Advisors, Inc. | 26,367 | $1.07M | 1.09% | +26,367 | New |
| Sequoia Financial Advisors, LLC | 26,256 | $1.06M | 0.01% | +2,724+11.6% | Added |
| Davenport & Co LLC | 25,836 | $1.05M | 0.01% | +5,841+29.2% | Added |
| Vise Technologies, Inc. | 24,722 | $1.00M | 0.22% | +1,764+7.7% | Added |
| Dorsey & Whitney Trust CO LLC | 23,839 | $966.4K | 0.07% | +635+2.7% | Added |
| Ashton Thomas Private Wealth, LLC | 23,621 | $957.6K | 0.06% | −678−2.8% | Reduced |
| Verdence Capital Advisors LLC | 23,512 | $953.2K | 0.09% | −6,122−20.7% | Reduced |
| 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 |
| Point72 Asset Management, L.P. | 22,100 | $895.9K | 0.00% | +22,100 | New |
| CIBC Private Wealth Group, LLC | 21,676 | $878.7K | 0.00% | −37−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 21,401 | $867.6K | 0.07% | −1,752−7.6% | Reduced |
| Profund Advisors LLC | 21,321 | $864.4K | 0.04% | +4,084+23.7% | Added |
| Wolverine Trading, LLC | 21,141 | $857.1K | 0.01% | +13,529+177.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 21,089 | $854.9K | 0.49% | +36+0.2% | Added |
| Zions Bancorporation, N.A. | 20,526 | $832.1K | 0.06% | −328−1.6% | Reduced |
| Wedbush Securities Inc | 20,414 | $828.0K | 0.04% | +473+2.4% | Added |
| Cubist Systematic Strategies, LLC | 20,353 | $825.1K | 0.01% | +20,353 | New |
| Eaton Financial Holdings Company, LLC | 20,112 | $815.3K | 0.20% | −79−0.4% | Reduced |
| RBF Capital, LLC | 20,000 | $810.8K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 19,627 | $795.7K | 0.01% | −40−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 19,526 | $791.6K | 0.00% | −357−1.8% | Reduced |
| McDonald Partners LLC | 19,515 | $791.2K | 0.23% | −555−2.8% | Reduced |
| SeaBridge Investment Advisors LLC | 19,475 | $789.5K | 0.23% | −410−2.1% | Reduced |
| Eqis Capital Management, Inc. | 19,402 | $786.6K | 0.06% | +19,402 | New |
| Connectus Wealth, LLC | 19,152 | $777.3K | 0.02% | −163−0.8% | Reduced |
| Clarius Group, LLC | 18,381 | $745.2K | 0.06% | −46−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,261 | $740.3K | 0.00% | +1,434+8.5% | Added |
| Advisors Asset Management, Inc. | 17,918 | $726.4K | 0.01% | +2,844+18.9% | Added |
| Louisbourg Investments Inc. | 17,430 | $706.6K | 0.21% | +17,430 | New |
| Campbell & CO Investment Adviser LLC | 17,324 | $702.3K | 0.06% | +5,859+51.1% | Added |
| Pzena Investment Management LLC | 17,135 | $694.7K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 16,060 | $651.1K | 0.04% | −4,634−22.4% | Reduced |
| Crumly & Associates Inc. | 15,957 | $646.9K | 0.19% | +620+4.0% | Added |
| Twin Tree Management, LP | 15,728 | $637.6K | 0.01% | +15,728 | New |
| Millennium Management LLC | 15,350 | $622.3K | 0.00% | −20,023−56.6% | Reduced |
| Legacy Financial Advisors, Inc. | 15,227 | $617.3K | 0.12% | +1,895+14.2% | Added |
| Leo Wealth, LLC | 15,298 | $617.2K | 0.06% | +15,298 | New |
| Atomi Financial Group, Inc. | 14,996 | $607.9K | 0.08% | +14,996 | New |
| TD Waterhouse Canada Inc. | 14,959 | $605.7K | 0.01% | −5,060−25.3% | Reduced |
| State Street Corp | 14,937 | $605.5K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 15,070 | $604.6K | 0.10% | +15,070 | New |
| Syon Capital LLC | 14,644 | $593.7K | 0.06% | +3,941+36.8% | Added |
| Pitcairn Co | 14,438 | $585.3K | 0.04% | +6,594+84.1% | Added |
| Henry James International Management, Inc. | 14,071 | $570.4K | 0.21% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,920 | $564.3K | 0.01% | +12,032+637.3% | Added |
| Prospera Financial Services Inc | 13,918 | $564.2K | 0.02% | −685−4.7% | Reduced |
| GWM Advisors LLC | 14,442 | $559.5K | 0.01% | +12,846+804.9% | Added |
| Cetera Investment Advisers | 13,685 | $554.8K | 0.00% | +1,380+11.2% | Added |
| Susquehanna International Group Ltd. | 13,601 | $551.4K | 0.13% | +13,601 | New |
| Koss-Olinger Consulting, LLC | 13,370 | $542.0K | 0.05% | −26,289−66.3% | Reduced |
| Bayesian Capital Management, LP | 13,213 | $535.7K | 0.06% | −5,979−31.2% | Reduced |
| PDS Planning, Inc | 13,023 | $528.0K | 0.06% | +494+3.9% | Added |
| First Manhattan Co | 12,977 | $526.1K | 0.00% | −5,475−29.7% | Reduced |
| Stamos Capital Partners, L.P. | 12,800 | $518.9K | 0.14% | +12,800 | New |
| Principal Securities, Inc. | 12,672 | $513.7K | 0.02% | +12,672 | New |
| Evergreen Capital Management LLC | 12,639 | $512.4K | 0.02% | −338−2.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,630 | $512.0K | 0.17% | +145+1.2% | Added |
| Boston Private Wealth LLC | 12,559 | $509.1K | 0.01% | +611+5.1% | Added |
| JPMorgan Chase & Co | 12,528 | $507.9K | 0.00% | −30,639−71.0% | Reduced |
| Sage Rhino Capital LLC | 12,500 | $506.8K | 0.13% | −132−1.0% | Reduced |
| Blair William & Co | 12,219 | $495.4K | 0.00% | +728+6.3% | Added |
| Americana Partners, LLC | 12,149 | $492.5K | 0.05% | −2,692−18.1% | Reduced |
| Proequities, Inc. | 12,098 | $490.5K | 0.04% | +2,710+28.9% | Added |
| Strategic Global Advisors, LLC | 12,064 | $489.1K | 0.11% | −217−1.8% | Reduced |
| CSS LLC | 11,600 | $470.3K | 0.04% | −1,000−7.9% | Reduced |
| Gradient Investments LLC | 11,530 | $467.4K | 0.01% | +11,486+26,104.5% | Added |
| Cooper Financial Group | 11,338 | $459.6K | 0.08% | +28+0.2% | Added |