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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 11,046 | $447.8K | 0.03% | −21,259−65.8% | Reduced |
| CAPROCK Group, Inc. | 11,029 | $447.1K | 0.03% | +1,747+18.8% | Added |
| Global Retirement Partners, LLC | 11,664 | $442.6K | 0.02% | +8,982+334.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,863 | $440.0K | 0.00% | +1,143+11.8% | Added |
| Ieq Capital, LLC | 10,838 | $439.4K | 0.01% | +2,596+31.5% | Added |
| Greenleaf Trust | 10,665 | $432.4K | 0.00% | +459+4.5% | Added |
| XTX Topco Ltd | 10,604 | $429.9K | 0.09% | +10,604 | New |
| Pekin Hardy Strauss, Inc. | 10,500 | $425.7K | 0.06% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 10,457 | $423.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 10,266 | $416.2K | 0.10% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 10,206 | $413.8K | 0.16% | +4,282+72.3% | Added |
| Chelsea Counsel Co | 10,025 | $406.4K | 0.22% | +10,025 | New |
| 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 |
| Argonautica Private Wealth Management, Inc | 9,573 | $388.1K | 0.16% | +10.0% | Added |
| Ballentine Partners, LLC | 9,503 | $385.3K | 0.01% | +1,659+21.1% | Added |
| Blueshift Asset Management, LLC | 9,227 | $374.1K | 0.20% | +9,227 | New |
| Raymond James Financial Services Advisors, Inc. | 9,125 | $369.9K | 0.00% | −8,985−49.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 9,101 | $369.0K | 0.01% | +9,101 | New |
| HighMark Wealth Management LLC | 9,075 | $367.9K | 0.27% | +67+0.7% | Added |
| BKM Wealth Management, LLC | 8,995 | $364.7K | 0.16% | +8,995 | New |
| Courier Capital LLC | 8,904 | $361.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 8,895 | $360.6K | 0.06% | +639+7.7% | Added |
| HighPoint Advisor Group LLC | 9,097 | $359.0K | 0.03% | +9,097 | New |
| Dynamic Advisor Solutions LLC | 8,691 | $354.1K | 0.01% | −84−1.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,690 | $352.3K | 0.01% | +8,690 | New |
| Valeo Financial Advisors, LLC | 8,640 | $350.3K | 0.01% | −815−8.6% | Reduced |
| Allie Family Office LLC | 8,504 | $344.8K | 0.24% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8,375 | $339.5K | 0.03% | +748+9.8% | Added |
| Keybank National Association | 8,319 | $337.3K | 0.00% | +2,793+50.5% | Added |
| Sivia Capital Partners, LLC | 8,084 | $327.7K | 0.25% | +8,084 | New |
| Deutsche Bank AG | 7,971 | $323.1K | 0.00% | −288−3.5% | Reduced |
| Five Oceans Advisors | 7,959 | $322.7K | 0.18% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 7,890 | $319.9K | 0.17% | −530−6.3% | Reduced |
| Gallacher Capital Management LLC | 7,864 | $318.8K | 0.18% | −802−9.3% | Reduced |
| Henshaw Capital LLC | 7,855 | $318.4K | 0.02% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 7,697 | $312.0K | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 7,611 | $308.6K | 0.03% | −34−0.4% | Reduced |
| Cozad Asset Management Inc | 7,300 | $295.9K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,277 | $295.0K | 0.01% | +7,277 | New |
| Credential Qtrade Securities Inc. | 7,228 | $293.0K | 0.02% | −1,030−12.5% | Reduced |
| Parallel Advisors, LLC | 7,193 | $291.6K | 0.01% | −194−2.6% | Reduced |
| Beacon Pointe Advisors, LLC | 7,047 | $285.7K | 0.00% | +558+8.6% | Added |
| Optas, LLC | 6,820 | $276.5K | 0.08% | +590+9.5% | Added |
| Huntington National Bank | 6,788 | $275.2K | 0.00% | −606−8.2% | Reduced |
| BSW Wealth Partners | 6,745 | $273.4K | 0.05% | +6,745 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 6,637 | $269.1K | 0.00% | −1,579−19.2% | Reduced |
| Traveka Wealth, LLC | 6,490 | $263.1K | 0.13% | +6,490 | New |
| 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 |
| Hexagon Capital Partners LLC | 6,319 | $256.2K | 0.06% | +2,120+50.5% | Added |
| Measured Wealth Private Client Group, LLC | 6,295 | $255.2K | 0.09% | +6,295 | New |
| Kestra Advisory Services, LLC | 6,202 | $251.4K | 0.00% | −1,465−19.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,158 | $250.0K | 0.09% | +98+1.6% | Added |
| Safeguard Investment Advisory Group, LLC | 6,084 | $246.7K | 0.09% | −276−4.3% | Reduced |
| Clifford Capital Partners LLC | 6,017 | $243.9K | 0.06% | +80+1.3% | Added |
| Baldwin Investment Management, LLC | 6,014 | $243.8K | 0.04% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 5,952 | $241.3K | 0.08% | +589+11.0% | Added |
| Acorn Creek Capital LLC | 5,790 | $234.7K | 0.10% | +5,790 | New |
| Waters Parkerson & Co., LLC | 5,727 | $232.0K | 0.01% | +227+4.1% | Added |
| Keel Point, LLC | 5,636 | $228.5K | 0.03% | −256−4.3% | Reduced |
| Rathbone Brothers plc | 5,600 | $227.0K | 0.00% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 5,583 | $226.3K | 0.08% | −960−14.7% | Reduced |
| Aprio Wealth Management, LLC | 5,581 | $226.3K | 0.05% | +5,581 | New |
| Geneos Wealth Management Inc. | 5,579 | $226.2K | 0.01% | −300−5.1% | Reduced |
| Savant Capital, LLC | 5,574 | $226.0K | 0.00% | +279+5.3% | Added |
| Smartleaf Asset Management LLC | 5,565 | $225.5K | 0.06% | +5,565 | New |
| WNY Asset Management, LLC | 5,540 | $224.6K | 0.04% | −100−1.8% | Reduced |
| FNY Investment Advisers, LLC | 5,494 | $222.0K | 0.25% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 5,425 | $219.9K | 0.00% | −4,890−47.4% | Reduced |
| Victory Capital Management Inc | 5,391 | $218.6K | 0.00% | −41,704−88.6% | Reduced |
| FDx Advisors, Inc. | 5,346 | $217.0K | 0.02% | +5,346 | New |
| Fortitude Family Office, LLC | 5,336 | $216.3K | 0.16% | +5,336 | New |
| Seven Eight Capital, LP | 5,314 | $215.4K | 0.02% | −28,917−84.5% | Reduced |
| Abel Hall, LLC | 5,250 | $212.8K | 0.18% | +5,250 | New |
| Nilsine Partners, LLC | 5,219 | $211.6K | 0.03% | −1,446−21.7% | Reduced |
| Mission Wealth Management, LP | 5,196 | $210.7K | 0.01% | +5,196 | New |
| Waldron Private Wealth LLC | 5,180 | $210.0K | 0.01% | +5,180 | New |
| Cornerstone Wealth Management, LLC | 5,169 | $209.5K | 0.02% | −303−5.5% | Reduced |
| Aaron Wealth Advisors | 5,146 | $208.6K | 0.03% | +5,146 | New |
| Kestra Private Wealth Services, LLC | 5,092 | $206.4K | 0.01% | +5,092 | New |
| Scotia Capital Inc. | 5,090 | $206.3K | 0.00% | +5,090 | New |
| Steward Partners Investment Advisory, LLC | 4,760 | $193.0K | 0.00% | +241+5.3% | Added |
| SYSTM Wealth Solutions LLC | 4,432 | $179.7K | 0.02% | −2,466−35.7% | Reduced |
| Contravisory Investment Management, Inc. | 4,366 | $177.0K | 0.04% | +4,366 | New |
| Advisory Services Network, LLC | 4,002 | $162.2K | 0.00% | +4,002 | New |
| Ronald Blue Trust, Inc. | 4,099 | $161.0K | 0.00% | +1,297+46.3% | Added |
| National Bank of Canada | 3,206 | $128.5K | 0.00% | −242−7.0% | Reduced |
| Edgar Lomax Co | 15,380 | $124.6K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,025 | $122.6K | 0.00% | −40−1.3% | Reduced |
| Barometer Capital Management Inc. | 3,000 | $121.6K | 0.03% | +3,000 | New |
| Farther Finance Advisors, LLC | 2,981 | $120.8K | 0.01% | +2,647+792.5% | Added |
| Glassman Wealth Services | 2,936 | $119.0K | 0.02% | +200+7.3% | Added |
| GAMMA Investing LLC | 3,016 | $118.6K | 0.03% | +3,016 | New |
| Rosenberg Matthew Hamilton | 2,642 | $107.1K | 0.03% | −399−13.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,477 | $100.4K | 0.00% | +824+49.8% | Added |
| JFS Wealth Advisors, LLC | 2,437 | $98.8K | 0.01% | +1,571+181.4% | Added |
| Bruce G. Allen Investments, LLC | 2,404 | $97.5K | 0.09% | +2,404 | New |
| Assetmark, Inc | 2,295 | $93.0K | 0.00% | +1,526+198.4% | Added |
| NBC Securities, Inc. | 2,194 | $88.0K | 0.01% | −569−20.6% | Reduced |