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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 2,113 | $85.7K | 0.02% | −10.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,912 | $77.5K | 0.00% | −35,628−94.9% | Reduced |
| Umb Bank N A | 1,878 | $76.1K | 0.00% | −913−32.7% | Reduced |
| IFP Advisors, Inc | 1,849 | $75.0K | 0.00% | +22+1.2% | Added |
| JCIC Asset Management Inc. | 1,615 | $65.5K | 0.03% | +85+5.6% | Added |
| Cutler Group LP | 1,552 | $62.0K | 0.01% | −12,550−89.0% | Reduced |
| Whittier Trust Co | 1,411 | $57.2K | 0.00% | +70+5.2% | Added |
| Fifth Third Bancorp | 1,395 | $56.6K | 0.00% | +74+5.6% | Added |
| TD Private Client Wealth LLC | 1,279 | $51.9K | 0.00% | −85−6.2% | Reduced |
| Bogart Wealth, LLC | 1,129 | $45.8K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,000 | $40.5K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 940 | $38.0K | 0.00% | +263+38.8% | Added |
| Edmond de Rothschild Holding S.A. | 907 | $36.8K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 895 | $36.3K | 0.01% | +383+74.8% | Added |
| Spire Wealth Management | 903 | $34.3K | 0.00% | −595−39.7% | Reduced |
| Allworth Financial LP | 824 | $33.4K | 0.00% | +153+22.8% | Added |
| EverSource Wealth Advisors, LLC | 823 | $33.4K | 0.00% | +126+18.1% | Added |
| Hanson & Doremus Investment Management | 809 | $33.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 751 | $30.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 708 | $29.0K | 0.00% | +15+2.2% | Added |
| MCF Advisors LLC | 688 | $27.9K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 675 | $27.4K | 0.02% | +675 | New |
| Atlas Capital Advisors LLC | 613 | $24.9K | 0.00% | −494−44.6% | Reduced |
| HM Payson & Co | 556 | $22.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 550 | $22.3K | 0.00% | +250+83.3% | Added |
| Bokf, NA | 539 | $21.9K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 523 | $21.2K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 514 | $20.8K | 0.02% | +514 | New |
| Smithfield Trust Co | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 492 | $19.9K | 0.00% | −7−1.4% | Reduced |
| RFP Financial Group LLC | 456 | $18.5K | 0.01% | +299+190.4% | Added |
| Tortoise Investment Management, LLC | 433 | $17.6K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 427 | $17.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 407 | $16.5K | 0.00% | +7+1.8% | Added |
| Silicon Valley Capital Partners | 404 | $16.4K | 0.00% | +5+1.3% | Added |
| GW&K Investment Management, LLC | 391 | $16.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 379 | $15.4K | 0.00% | +44+13.1% | Added |
| Nisa Investment Advisors, LLC | 358 | $14.5K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 335 | $13.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 329 | $13.3K | 0.01% | −38−10.4% | Reduced |
| Rothschild Investment LLC | 328 | $13.3K | 0.00% | +328 | New |
| Bessemer Group Inc | 330 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 266 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 254 | $10.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $10.1K | 0.00% | −1,050−80.8% | Reduced |
| Bartlett & Co. LLC | 254 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 230 | $9.32K | 0.00% | +192+505.3% | Added |
| Plante Moran Financial Advisors, LLC | 219 | $8.88K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 217 | $8.80K | 0.00% | +39+21.9% | Added |
| Naples Money Management LLC | 217 | $8.79K | 0.01% | +217 | New |
| Cape Investment Advisory, Inc. | 211 | $8.55K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 198 | $8.03K | 0.00% | +198 | New |
| LM Advisors LLC | 195 | $7.91K | 0.00% | +195 | New |
| Parkside Financial Bank & Trust | 191 | $7.74K | 0.00% | +191 | New |
| Oliver Lagore Vanvalin Investment Group | 191 | $7.74K | 0.00% | −6−3.0% | Reduced |
| Valued Wealth Advisors LLC | 189 | $7.46K | 0.01% | +189 | New |
| Eagle Bay Advisors LLC | 181 | $7.34K | 0.00% | −33−15.4% | Reduced |
| Macquarie Group Ltd | 179 | $7.00K | 0.00% | +2+1.1% | Added |
| FinTrust Capital Advisors, LLC | 159 | $6.45K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 157 | $6.37K | 0.00% | +25+18.9% | Added |
| Baldwin Brothers Inc | 150 | $6.08K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 148 | $6.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 146 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 143 | $5.80K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 141 | $5.56K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 124 | $5.03K | 0.00% | +41+49.4% | Added |
| Financial Connections Group, Inc. | 143 | $5.00K | 0.00% | +143 | New |
| Bourgeon Capital Management LLC | 116 | $4.70K | 0.00% | +50+75.8% | Added |
| JJJ Advisors Inc. | 112 | $4.54K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 110 | $4.46K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 105 | $4.26K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $4.05K | 0.00% | −2,500−96.2% | Reduced |
| Chesapeake Asset Management LLC | 100 | $4.05K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $4.05K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $4.05K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $4.05K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 98 | $3.97K | 0.00% | −30−23.4% | Reduced |
| Carolinas Wealth Consulting LLC | 96 | $3.89K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 95 | $3.85K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 87 | $3.53K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 80 | $3.23K | 0.01% | +80 | New |
| Kayne Anderson Rudnick Investment Management LLC | 77 | $3.16K | 0.00% | +37+92.5% | Added |
| Bell Investment Advisors, Inc | 72 | $2.92K | 0.00% | −89−55.3% | Reduced |
| Archer Investment Corp | 69 | $2.81K | 0.00% | +1+1.5% | Added |
| AXA S.A. | 64 | $2.60K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 62 | $2.51K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 58 | $2.40K | 0.00% | +58 | New |
| ICA Group Wealth Management, LLC | 55 | $2.23K | 0.00% | +55 | New |
| Hollencrest Capital Management | 54 | $2.19K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 52 | $2.11K | 0.00% | +52 | New |
| American National Bank | 51 | $2.07K | 0.00% | −965−95.0% | Reduced |
| New England Capital Financial Advisors LLC | 50 | $2.03K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 49 | $1.99K | 0.00% | +49 | New |
| Financial Synergies Wealth Advisors, Inc. | 59 | $1.84K | 0.00% | +3+5.4% | Added |
| Key Financial Inc | 39 | $1.58K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 34 | $1.39K | 0.00% | +34 | New |