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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 907 | $35.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 916 | $36.1K | 0.00% | +92+11.2% | Added |
| Banque Cantonale Vaudoise | 1,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,000 | $39.4K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,031 | $40.6K | 0.02% | +575+126.1% | Added |
| Addison Advisors LLC | 1,049 | $41.3K | 0.01% | +154+17.2% | Added |
| Jones Financial Companies LLLP | 1,053 | $41.5K | 0.00% | +823+357.8% | Added |
| Zions Bancorporation, N.A. | 1,123 | $44.2K | 0.00% | −19,403−94.5% | Reduced |
| Bogart Wealth, LLC | 1,129 | $44.4K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,181 | $46.0K | 0.02% | −371−23.9% | Reduced |
| Spire Wealth Management | 1,270 | $50.0K | 0.00% | +367+40.6% | Added |
| Bruce G. Allen Investments, LLC | 1,563 | $61.5K | 0.05% | −841−35.0% | Reduced |
| JCIC Asset Management Inc. | 1,615 | $63.6K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,642 | $64.5K | 0.00% | −20,034−92.4% | Reduced |
| FNY Investment Advisers, LLC | 1,800 | $70.0K | 0.05% | −3,694−67.2% | Reduced |
| NBC Securities, Inc. | 1,804 | $71.0K | 0.01% | −390−17.8% | Reduced |
| Umb Bank N A | 1,878 | $73.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,712 | $74.6K | 0.01% | +889+108.0% | Added |
| Huntington National Bank | 2,063 | $81.2K | 0.00% | −4,725−69.6% | Reduced |
| Grove Bank & Trust | 2,148 | $84.5K | 0.01% | +35+1.7% | Added |
| Headlands Technologies LLC | 2,199 | $86.6K | 0.02% | +2,199 | New |
| JFS Wealth Advisors, LLC | 2,257 | $88.8K | 0.01% | −180−7.4% | Reduced |
| Rosenberg Matthew Hamilton | 2,642 | $103.9K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 2,681 | $109.7K | 0.01% | −9,417−77.8% | Reduced |
| Farther Finance Advisors, LLC | 2,845 | $111.8K | 0.01% | −136−4.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,025 | $119.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,109 | $122.4K | 0.00% | −9,563−75.5% | Reduced |
| National Bank of Canada | 2,856 | $124.5K | 0.00% | −350−10.9% | Reduced |
| GAMMA Investing LLC | 3,468 | $136.5K | 0.03% | +452+15.0% | Added |
| GWM Advisors LLC | 3,497 | $137.7K | 0.00% | −10,945−75.8% | Reduced |
| Optiver Holding B.V. | 3,969 | $156.2K | 0.01% | +3,969 | New |
| Contravisory Investment Management, Inc. | 4,340 | $170.8K | 0.04% | −26−0.6% | Reduced |
| New York State Common Retirement Fund | 4,679 | $184.2K | 0.00% | −5,778−55.3% | Reduced |
| Clear Street Markets LLC | 5,046 | $199.0K | 0.09% | +5,046 | New |
| Steward Partners Investment Advisory, LLC | 5,070 | $199.6K | 0.00% | +310+6.5% | Added |
| Aveo Capital Partners, LLC | 4,513 | $200.6K | 0.02% | +4,513 | New |
| Cornerstone Wealth Management, LLC | 5,099 | $200.7K | 0.02% | −70−1.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,135 | $202.1K | 0.01% | −18,486−78.3% | Reduced |
| Wedmont Private Capital | 4,942 | $203.4K | 0.01% | +4,942 | New |
| Buckingham Strategic Wealth, LLC | 5,184 | $204.0K | 0.00% | −39,428−88.4% | Reduced |
| Principal Street Partners, LLC | 4,786 | $208.7K | 0.04% | +4,786 | New |
| Keybank National Association | 5,330 | $209.8K | 0.00% | −2,989−35.9% | Reduced |
| Fortitude Family Office, LLC | 5,336 | $210.0K | 0.14% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,395 | $212.3K | 0.01% | +3,546+191.8% | Added |
| Abel Hall, LLC | 5,397 | $212.4K | 0.16% | +147+2.8% | Added |
| Aprio Wealth Management, LLC | 5,417 | $213.2K | 0.04% | −164−2.9% | Reduced |
| Trust Point Inc. | 5,429 | $213.7K | 0.02% | +5,429 | New |
| Waters Parkerson & Co., LLC | 5,500 | $216.0K | 0.01% | −227−4.0% | Reduced |
| Waldron Private Wealth LLC | 5,302 | $216.9K | 0.01% | +122+2.4% | Added |
| WNY Asset Management, LLC | 5,540 | $218.1K | 0.03% | 00.0% | Unchanged |
| Old Mission Capital LLC | 5,553 | $218.6K | 0.01% | +5,553 | New |
| Acorn Creek Capital LLC | 5,565 | $219.0K | 0.14% | −225−3.9% | Reduced |
| Geneos Wealth Management Inc. | 5,579 | $219.6K | 0.01% | 00.0% | Unchanged |
| Rathbone Brothers plc | 5,600 | $220.4K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,685 | $223.8K | 0.00% | +5,685 | New |
| 180 Wealth Advisors, LLC | 5,698 | $224.3K | 0.04% | +5,698 | New |
| Linden Thomas Advisory Services, LLC | 5,734 | $225.7K | 0.04% | +5,734 | New |
| Safeguard Investment Advisory Group, LLC | 5,772 | $227.2K | 0.08% | −312−5.1% | Reduced |
| Smartleaf Asset Management LLC | 5,974 | $232.9K | 0.05% | +409+7.3% | Added |
| Baldwin Investment Management, LLC | 6,014 | $236.7K | 0.03% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 6,069 | $238.9K | 0.01% | −355−5.5% | Reduced |
| Simplicity Wealth,LLC | 6,069 | $238.9K | 0.01% | +6,069 | New |
| Kestra Advisory Services, LLC | 6,167 | $242.7K | 0.00% | −35−0.6% | Reduced |
| Balyasny Asset Management LLC | 6,206 | $244.3K | 0.00% | −59,019−90.5% | Reduced |
| Sonoma Private Wealth LLC | 6,296 | $247.8K | 0.40% | +6,296 | New |
| Hexagon Capital Partners LLC | 6,305 | $248.2K | 0.06% | −14−0.2% | Reduced |
| Mission Wealth Management, LP | 6,311 | $248.4K | 0.01% | +1,115+21.5% | Added |
| Drive Wealth Management, LLC | 6,091 | $249.0K | 0.07% | +139+2.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,365 | $250.5K | 0.01% | +6,267+6,394.9% | Added |
| Centerstone Investors, LLC | 6,375 | $250.9K | 0.19% | +6,375 | New |
| Wolverine Trading, LLC | 6,513 | $256.4K | 0.00% | −14,628−69.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,507 | $257.0K | 0.08% | +349+5.7% | Added |
| Savant Capital, LLC | 6,561 | $258.2K | 0.00% | +987+17.7% | Added |
| Measured Wealth Private Client Group, LLC | 6,724 | $264.7K | 0.09% | +429+6.8% | Added |
| Traveka Wealth, LLC | 6,813 | $268.2K | 0.12% | +323+5.0% | Added |
| Beacon Pointe Advisors, LLC | 6,964 | $274.1K | 0.00% | −83−1.2% | Reduced |
| National Asset Management, Inc. | 6,960 | $274.6K | 0.01% | +6,960 | New |
| Keel Point, LLC | 7,018 | $276.2K | 0.03% | +1,382+24.5% | Added |
| Sivia Capital Partners, LLC | 7,250 | $285.4K | 0.19% | −834−10.3% | Reduced |
| Optas, LLC | 7,519 | $295.9K | 0.08% | +699+10.2% | Added |
| AE Wealth Management LLC | 7,667 | $301.8K | 0.00% | −20,047−72.3% | Reduced |
| American Trust Investment Advisors, LLC | 7,890 | $310.6K | 0.15% | 00.0% | Unchanged |
| Five Oceans Advisors | 7,959 | $313.3K | 0.16% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,971 | $313.7K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 7,980 | $314.1K | 0.00% | −710−8.2% | Reduced |
| Henshaw Capital LLC | 8,194 | $322.5K | 0.02% | +339+4.3% | Added |
| Coldstream Capital Management Inc | 8,358 | $329.0K | 0.01% | +1,081+14.9% | Added |
| Gallacher Capital Management LLC | 8,501 | $334.6K | 0.17% | +637+8.1% | Added |
| Barometer Capital Management Inc. | 7,680 | $334.7K | 0.09% | +4,680+156.0% | Added |
| JT Stratford LLC | 8,665 | $341.1K | 0.07% | −53,993−86.2% | Reduced |
| Dynamic Advisor Solutions LLC | 8,736 | $343.8K | 0.01% | +45+0.5% | Added |
| Allie Family Office LLC | 8,504 | $346.5K | 0.20% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8,817 | $347.0K | 0.03% | +442+5.3% | Added |
| Eqis Capital Management, Inc. | 8,869 | $349.1K | 0.03% | −10,533−54.3% | Reduced |
| Parallel Advisors, LLC | 8,899 | $350.3K | 0.01% | +1,706+23.7% | Added |
| Courier Capital LLC | 8,904 | $350.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 9,024 | $355.2K | 0.05% | +129+1.5% | Added |
| Guggenheim Capital LLC | 9,038 | $355.7K | 0.00% | +9,038 | New |
| HighMark Wealth Management LLC | 9,075 | $357.2K | 0.22% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 9,101 | $358.2K | 0.01% | 00.0% | Unchanged |