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, Q1 2024
Institutional positions in HSBC Holdings PLC as of Mar 31, 2024. 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
- 411
- +1 vs. Q4 2023
- Shares held
- 54.8M
- −1.10M (−2.0%) vs. Q4 2023
- Total value
- $2.10B
- −$167.1M (−7.4%) vs. Q4 2023
- New holders
- 52
- 141 more added
- Sold out
- 51
- 141 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 11,404,063 | $448.9M | 0.12% | −217,286−1.9% | Reduced |
| Morgan Stanley | 6,153,959 | $242.2M | 0.02% | −42,941−0.7% | Reduced |
| Goldman Sachs Group Inc | 5,402,271 | $212.6M | 0.04% | +476,482+9.7% | Added |
| Bank of America Corp | 3,599,342 | $141.7M | 0.01% | +65,487+1.9% | Added |
| Sanders Capital, LLC | 2,986,810 | $117.6M | 0.20% | +2,891,730+3,041.4% | Added |
| BlackRock Inc. | 2,142,873 | $84.3M | 0.00% | +3,081+0.1% | Added |
| Northern Trust Corp | 1,910,553 | $75.2M | 0.01% | −16,591−0.9% | Reduced |
| Citigroup Inc | 1,478,167 | $58.2M | 0.06% | +8,987+0.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,004,374 | $39.5M | 0.14% | −181,940−15.3% | Reduced |
| Royal Bank of Canada | 874,613 | $34.4M | 0.01% | −45,557−5.0% | Reduced |
| American Century Companies Inc | 813,061 | $32.0M | 0.02% | +37,148+4.8% | Added |
| FMR LLC | 775,240 | $30.5M | 0.00% | +94,658+13.9% | Added |
| Jane Street Group, LLC | 620,053 | $24.4M | 0.03% | −193,615−23.8% | Reduced |
| Cookson Peirce & Co Inc | 603,392 | $23.8M | 1.27% | −6,074−1.0% | Reduced |
| Renaissance Technologies LLC | 545,143 | $21.5M | 0.03% | −626,622−53.5% | Reduced |
| Envestnet Asset Management Inc | 505,137 | $19.9M | 0.01% | −142,053−21.9% | Reduced |
| Franklin Resources Inc | 460,704 | $18.1M | 0.01% | +381,994+485.3% | Added |
| Crossmark Global Holdings, Inc. | 439,319 | $17.3M | 0.33% | −28,289−6.0% | Reduced |
| Groupama Asset Managment | 1,892,593 | $14.8M | 0.27% | +1,892,593 | New |
| Raymond James & Associates | 352,093 | $13.9M | 0.01% | +12,313+3.6% | Added |
| Wells Fargo & Company | 344,650 | $13.6M | 0.00% | −301,808−46.7% | Reduced |
| Natixis Advisors, L.P. | 338,809 | $13.3M | 0.03% | −234,832−40.9% | Reduced |
| Millennium Management LLC | 291,794 | $11.5M | 0.01% | +276,444+1,800.9% | Added |
| Qube Research & Technologies Ltd | 281,238 | $11.1M | 0.02% | −260,479−48.1% | Reduced |
| QRG Capital Management, Inc. | 254,628 | $10.0M | 0.13% | +3,119+1.2% | Added |
| Meritage Portfolio Management | 237,569 | $9.35M | 0.60% | −10,060−4.1% | Reduced |
| Citadel Advisors LLC | 209,211 | $8.23M | 0.01% | −522,933−71.4% | Reduced |
| Ameriprise Financial Inc | 188,611 | $7.49M | 0.00% | −35,584−15.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 176,352 | $6.94M | 0.08% | +39,344+28.7% | Added |
| CWM, LLC | 167,453 | $6.59M | 0.03% | −10,382−5.8% | Reduced |
| American Assets Investment Management, LLC | 166,918 | $6.57M | 0.63% | 00.0% | Unchanged |
| Creative Planning | 165,912 | $6.53M | 0.01% | +9,610+6.1% | Added |
| Promethos Capital, LLC | 163,232 | $6.42M | 3.77% | +11,172+7.3% | Added |
| Ethic Inc. | 160,897 | $6.33M | 0.16% | +91,821+132.9% | Added |
| Renaissance Group LLC | 160,216 | $6.31M | 0.24% | −118−0.1% | Reduced |
| HighTower Advisors, LLC | 147,788 | $5.83M | 0.01% | +2,900+2.0% | Added |
| Mercer Global Advisors Inc | 144,253 | $5.68M | 0.02% | −11,858−7.6% | Reduced |
| Mariner, LLC | 141,898 | $5.59M | 0.01% | +2,324+1.7% | Added |
| Bank of Montreal | 141,001 | $5.55M | 0.00% | +26,682+23.3% | Added |
| Pathstone Holdings, LLC | 139,710 | $5.54M | 0.03% | +34,424+32.7% | Added |
| Charles Schwab Investment Management Inc | 140,667 | $5.54M | 0.00% | +35,959+34.3% | Added |
| Hennessy Advisors Inc | 132,400 | $5.21M | 0.22% | −10,400−7.3% | Reduced |
| UBS Group AG | 131,301 | $5.17M | 0.00% | +2,402+1.9% | Added |
| Neuberger Berman Group LLC | 130,056 | $5.12M | 0.00% | +8,621+7.1% | Added |
| Bank of New York Mellon Corp | 128,268 | $5.05M | 0.00% | −17,068−11.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 126,324 | $4.97M | 0.37% | +24,788+24.4% | Added |
| Stamos Capital Partners, L.P. | 125,970 | $4.96M | 1.13% | +113,170+884.1% | Added |
| Ramirez Asset Management, Inc. | 121,253 | $4.77M | 0.96% | +1,318+1.1% | Added |
| Insight Folios Inc | 116,598 | $4.59M | 1.86% | +116,598 | New |
| M&T Bank Corp | 112,989 | $4.45M | 0.02% | −7,273−6.0% | Reduced |
| SEI Investments Co | 112,970 | $4.45M | 0.01% | +2,639+2.4% | Added |
| Susquehanna International Securities, Ltd. | 112,583 | $4.43M | 1.77% | +83,403+285.8% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $4.23M | 1.86% | 00.0% | Unchanged |
| LPL Financial LLC | 93,830 | $3.69M | 0.00% | −515−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 92,937 | $3.66M | 0.03% | +37,883+68.8% | Added |
| US Bancorp | 92,562 | $3.64M | 0.01% | −2,903−3.0% | Reduced |
| Naviter Wealth, LLC | 86,404 | $3.53M | 0.58% | +20,856+31.8% | Added |
| Cerity Partners LLC | 89,136 | $3.51M | 0.01% | +43,154+93.8% | Added |
| Quantinno Capital Management LP | 84,666 | $3.33M | 0.07% | −23,549−21.8% | Reduced |
| GQG Partners LLC | 75,367 | $2.97M | 0.00% | −66,190−46.8% | Reduced |
| Ritholtz Wealth Management | 71,812 | $2.83M | 0.10% | +16,917+30.8% | Added |
| Nomura Holdings Inc | 69,951 | $2.75M | 0.02% | +69,951 | New |
| Catalyst Capital Advisors LLC | 69,000 | $2.72M | 0.07% | −1,200−1.7% | Reduced |
| Old Port Advisors | 66,785 | $2.63M | 0.80% | −664−1.0% | Reduced |
| Yousif Capital Management, LLC | 66,108 | $2.60M | 0.03% | −2,200−3.2% | Reduced |
| JustInvest LLC | 65,760 | $2.59M | 0.06% | +10,882+19.8% | Added |
| Cresset Asset Management, LLC | 62,719 | $2.56M | 0.01% | +6,692+11.9% | Added |
| Graham Capital Management, L.P. | 62,926 | $2.48M | 0.07% | +62,926 | New |
| Squarepoint Ops LLC | 62,440 | $2.46M | 0.01% | +30,540+95.7% | Added |
| Wetherby Asset Management Inc | 60,364 | $2.38M | 0.11% | −1,138−1.9% | Reduced |
| MML Investors Services, LLC | 60,320 | $2.37M | 0.01% | +9,132+17.8% | Added |
| Stifel Financial Corp | 60,120 | $2.37M | 0.00% | +3,493+6.2% | Added |
| West Family Investments, Inc. | 56,984 | $2.24M | 0.70% | +1,330+2.4% | Added |
| The PNC Financial Services Group, Inc. | 56,831 | $2.24M | 0.00% | −3,204−5.3% | Reduced |
| Janney Montgomery Scott LLC | 56,056 | $2.21M | 0.01% | −16,416−22.7% | Reduced |
| Brandes Investment Partners, LP | 55,429 | $2.18M | 0.03% | +724+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 52,260 | $2.06M | 0.00% | +1,708+3.4% | Added |
| Commonwealth Equity Services, LLC | 49,736 | $1.96M | 0.00% | +4,021+8.8% | Added |
| CI Private Wealth, LLC | 47,394 | $1.87M | 0.00% | −1,382−2.8% | Reduced |
| Veriti Management LLC | 47,190 | $1.86M | 0.14% | −7,836−14.2% | Reduced |
| Axq Capital, LP | 47,000 | $1.85M | 0.44% | +17,000+56.7% | Added |
| Vident Advisory, LLC | 45,794 | $1.80M | 0.04% | +2,999+7.0% | Added |
| Signaturefd, LLC | 44,851 | $1.77M | 0.04% | +3,133+7.5% | Added |
| LMR Partners LLP | 44,716 | $1.76M | 0.04% | +44,716 | New |
| Earnest Partners LLC | 44,330 | $1.74M | 0.01% | −230−0.5% | Reduced |
| CIBC World Markets Inc. | 40,642 | $1.60M | 0.00% | −1,517−3.6% | Reduced |
| AQR Capital Management LLC | 40,418 | $1.59M | 0.00% | +40,418 | New |
| Barclays PLC | 40,207 | $1.58M | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 39,982 | $1.57M | 0.00% | −2,220,485−98.2% | Reduced |
| Advisor Group Holdings, Inc. | 38,559 | $1.52M | 0.00% | −135,812−77.9% | Reduced |
| Richard P Slaughter Associates Inc | 36,631 | $1.44M | 0.35% | −740−2.0% | Reduced |
| Regions Financial Corp | 36,094 | $1.42M | 0.01% | −51,684−58.9% | Reduced |
| XTX Topco Ltd | 35,899 | $1.41M | 0.19% | +25,295+238.5% | Added |
| Invesco Ltd. | 35,820 | $1.41M | 0.00% | +281+0.8% | Added |
| Oppenheimer & Co Inc | 35,624 | $1.40M | 0.02% | +202+0.6% | Added |
| Wintrust Investments LLC | 35,370 | $1.39M | 0.12% | −40−0.1% | Reduced |
| Thoroughbred Financial Services, LLC | 35,206 | $1.39M | 0.13% | −2,060−5.5% | Reduced |
| Truist Financial Corp | 34,999 | $1.38M | 0.00% | +43+0.1% | Added |
| Cetera Investment Advisers | 34,699 | $1.37M | 0.00% | +21,014+153.6% | Added |
| Pacer Advisors, Inc. | 34,456 | $1.36M | 0.00% | −1,288−3.6% | Reduced |