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 |
|---|---|---|---|---|---|
| Macroview Investment Management LLC | 2 | $79 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 12 | $472 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 13 | $532 | 0.00% | +13 | New |
| Vermillion & White Wealth Management Group, LLC | 16 | $617 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $984 | 0.00% | −132−84.1% | Reduced |
| Pineridge Advisors LLC | 25 | $984 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 25 | $984 | 0.00% | +25 | New |
| Cullen/Frost Bankers, Inc. | 28 | $1.09K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 31 | $1.22K | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 33 | $1.30K | 0.00% | −31−48.4% | Reduced |
| Key Financial Inc | 39 | $1.53K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 49 | $1.91K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $1.97K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 51 | $2.00K | 0.00% | +51 | New |
| Hazlett, Burt & Watson, Inc. | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 54 | $2.13K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 55 | $2.17K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 56 | $2.21K | 0.00% | −3−5.1% | Reduced |
| Abound Wealth Management | 62 | $2.44K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 69 | $2.73K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 72 | $2.87K | 0.00% | −8−10.0% | Reduced |
| Nemes Rush Group LLC | 76 | $2.99K | 0.00% | +76 | New |
| Valley National Advisers Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 77 | $3.07K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 79 | $3.11K | 0.00% | +79 | New |
| Mather Group, LLC. | 79 | $3.20K | 0.00% | +79 | New |
| Cornerstone Planning Group LLC | 77 | $3.42K | 0.00% | +71+1,183.3% | Added |
| Caldwell Sutter Capital, Inc. | 87 | $3.42K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 90 | $3.54K | 0.00% | +90 | New |
| Private Ocean, LLC | 95 | $3.74K | 0.00% | 00.0% | Unchanged |
| Amundi | 99 | $3.90K | 0.00% | +99 | New |
| Carolinas Wealth Consulting LLC | 96 | $3.92K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $3.93K | 0.00% | +100 | New |
| Newbridge Financial Services Group, Inc. | 100 | $3.94K | 0.00% | −150−60.0% | Reduced |
| Chesapeake Asset Management LLC | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 104 | $4.09K | 0.00% | +52+100.0% | Added |
| Continuum Advisory, LLC | 95 | $4.13K | 0.00% | +95 | New |
| M&R Capital Management Inc | 105 | $4.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 107 | $4.21K | 0.00% | +35+48.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 108 | $4.25K | 0.00% | −83−43.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 110 | $4.33K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 111 | $4.37K | 0.00% | −1,168−91.3% | Reduced |
| JJJ Advisors Inc. | 112 | $4.41K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 124 | $4.88K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 133 | $5.24K | 0.00% | +133 | New |
| Rakuten Securities, Inc. | 146 | $5.75K | 0.00% | +113+342.4% | Added |
| Duncker Streett & Co Inc | 148 | $5.83K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 150 | $5.90K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 146 | $6.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 139 | $6.00K | 0.00% | +139 | New |
| FinTrust Capital Advisors, LLC | 159 | $6.26K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 175 | $6.89K | 0.00% | +175 | New |
| Macquarie Group Ltd | 182 | $7.00K | 0.00% | +3+1.7% | Added |
| First Horizon Advisors, Inc. | 183 | $7.22K | 0.00% | −224−55.0% | Reduced |
| Central Pacific Bank - Trust Division | 193 | $7.59K | 0.00% | +193 | New |
| Webster Bank, N. A. | 193 | $7.60K | 0.00% | +193 | New |
| Valued Wealth Advisors LLC | 189 | $7.73K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 231 | $9.08K | 0.00% | +173+298.3% | Added |
| Federated Hermes, Inc. | 232 | $9.13K | 0.00% | +15+6.9% | Added |
| Harbour Investments, Inc. | 245 | $9.62K | 0.00% | −21−7.9% | Reduced |
| Old Point Trust & Financial Services N A | 250 | $9.84K | 0.00% | +250 | New |
| Albion Financial Group | 251 | $9.88K | 0.00% | +53+26.8% | Added |
| Rothschild Investment LLC | 253 | $9.96K | 0.00% | −75−22.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 254 | $10.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 303 | $11.9K | 0.01% | +92+43.6% | Added |
| Parkside Financial Bank & Trust | 306 | $12.0K | 0.00% | +115+60.2% | Added |
| Park Place Capital Corp | 329 | $12.9K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 335 | $13.2K | 0.00% | −44−11.6% | Reduced |
| Nisa Investment Advisors, LLC | 358 | $14.6K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 0 | $15.5K | 0.01% | −10,025−100.0% | Reduced |
| Silicon Valley Capital Partners | 404 | $15.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 404 | $16.0K | 0.00% | +74+22.4% | Added |
| Leonteq Securities AG | 421 | $16.6K | 0.00% | +421 | New |
| Raffa Wealth Management, LLC | 427 | $16.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 433 | $17.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 459 | $18.1K | 0.00% | −33−6.7% | Reduced |
| Frazier Financial Advisors, LLC | 499 | $19.6K | 0.02% | −15−2.9% | Reduced |
| GW&K Investment Management, LLC | 499 | $20.0K | 0.00% | +108+27.6% | Added |
| Boyd Watterson Asset Management LLC | 523 | $20.6K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 560 | $21.0K | 0.00% | +60+12.0% | Added |
| HM Payson & Co | 556 | $21.9K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 573 | $22.6K | 0.00% | +573 | New |
| Ronald Blue Trust, Inc. | 583 | $22.9K | 0.00% | −3,516−85.8% | Reduced |
| Fifth Third Bancorp | 596 | $23.5K | 0.00% | −799−57.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 604 | $23.8K | 0.00% | +385+175.8% | Added |
| Atlas Capital Advisors LLC | 613 | $24.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 641 | $25.2K | 0.00% | −770−54.6% | Reduced |
| AdvisorNet Financial, Inc | 650 | $25.6K | 0.00% | +100+18.2% | Added |
| BNP Paribas Arbitrage, SA | 682 | $26.8K | 0.00% | −1,230−64.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 677 | $27.0K | 0.00% | −263−28.0% | Reduced |
| MCF Advisors LLC | 689 | $27.1K | 0.00% | +1+0.1% | Added |
| HHM Wealth Advisors, LLC | 751 | $29.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 800 | $31.0K | 0.00% | +92+13.0% | Added |
| Assetmark, Inc | 798 | $31.4K | 0.00% | −1,497−65.2% | Reduced |
| Hanson & Doremus Investment Management | 809 | $32.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 855 | $33.7K | 0.02% | +855 | New |