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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 9,110 | $358.6K | 0.00% | −15−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 8,713 | $363.2K | 0.01% | +73+0.8% | Added |
| Nations Financial Group Inc, | 9,562 | $376.4K | 0.03% | +1,951+25.6% | Added |
| CSS LLC | 9,600 | $377.9K | 0.03% | −2,000−17.2% | Reduced |
| SageView Advisory Group, LLC | 12,592 | $380.5K | 0.02% | +12,592 | New |
| Greenleaf Trust | 9,916 | $390.3K | 0.00% | −749−7.0% | Reduced |
| Vontobel Holding Ltd. | 10,000 | $393.6K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,022 | $394.5K | 0.01% | −816−7.5% | Reduced |
| First Manhattan Co | 10,129 | $398.7K | 0.00% | −2,848−21.9% | Reduced |
| Legacy Capital Group California, Inc. | 10,248 | $403.4K | 0.15% | +42+0.4% | Added |
| Investors Research Corp | 10,266 | $404.1K | 0.09% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 10,343 | $407.1K | 0.00% | +7,866+317.6% | Added |
| HighPoint Advisor Group LLC | 9,376 | $412.0K | 0.03% | +279+3.1% | Added |
| Global Retirement Partners, LLC | 10,807 | $425.4K | 0.02% | −857−7.3% | Reduced |
| Gradient Investments LLC | 11,004 | $433.1K | 0.01% | −526−4.6% | Reduced |
| Prudential Financial Inc | 11,390 | $448.3K | 0.00% | −17,647−60.8% | Reduced |
| Cooper Financial Group | 11,455 | $450.9K | 0.07% | +117+1.0% | Added |
| Pekin Hardy Strauss, Inc. | 11,500 | $452.6K | 0.06% | +1,000+9.5% | Added |
| Cozad Asset Management Inc | 11,600 | $456.6K | 0.05% | +4,300+58.9% | Added |
| BSW Wealth Partners | 11,838 | $465.9K | 0.08% | +5,093+75.5% | Added |
| Boston Private Wealth LLC | 11,867 | $467.1K | 0.01% | −692−5.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,057 | $475.0K | 0.00% | +1,194+11.0% | Added |
| Blair William & Co | 12,424 | $489.0K | 0.00% | +205+1.7% | Added |
| Sage Rhino Capital LLC | 12,679 | $499.0K | 0.12% | +179+1.4% | Added |
| Legacy Wealth Asset Management, LLC | 12,821 | $504.6K | 0.14% | +191+1.5% | Added |
| BKM Wealth Management, LLC | 12,936 | $509.2K | 0.22% | +3,941+43.8% | Added |
| Bridgefront Capital, LLC | 13,103 | $515.7K | 0.39% | +13,103 | New |
| PDS Planning, Inc | 13,335 | $524.9K | 0.06% | +312+2.4% | Added |
| Schechter Investment Advisors, LLC | 13,377 | $526.5K | 0.04% | −13,860−50.9% | Reduced |
| Ballentine Partners, LLC | 13,609 | $535.6K | 0.01% | +4,106+43.2% | Added |
| Prospera Financial Services Inc | 13,935 | $548.4K | 0.02% | +17+0.1% | Added |
| Henry James International Management, Inc. | 14,091 | $554.6K | 0.17% | +20+0.1% | Added |
| Americana Partners, LLC | 14,213 | $559.4K | 0.05% | +2,064+17.0% | Added |
| Integrated Wealth Concepts LLC | 14,235 | $560.3K | 0.01% | −50,895−78.1% | Reduced |
| Aaron Wealth Advisors | 14,398 | $566.7K | 0.08% | +9,252+179.8% | Added |
| Pitcairn Co | 14,415 | $567.4K | 0.04% | −23−0.2% | Reduced |
| Strategic Global Advisors, LLC | 14,533 | $572.0K | 0.12% | +2,469+20.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,742 | $580.2K | 0.00% | −3,519−19.3% | Reduced |
| PEAK6 Investments LLC | 15,012 | $590.9K | 0.03% | +15,012 | New |
| JPMorgan Chase & Co | 15,080 | $593.5K | 0.00% | +2,552+20.4% | Added |
| Grey Street Capital, LLC | 14,663 | $600.1K | 0.08% | +14,663 | New |
| Ellevest, Inc. | 15,254 | $600.4K | 0.04% | +15,254 | New |
| TD Waterhouse Canada Inc. | 15,209 | $600.7K | 0.00% | +250+1.7% | Added |
| State Street Corp | 14,767 | $604.1K | 0.00% | −170−1.1% | Reduced |
| Acadian Asset Management LLC | 15,450 | $608.0K | 0.00% | +15,450 | New |
| Legacy Financial Advisors, Inc. | 15,570 | $612.8K | 0.11% | +343+2.3% | Added |
| Crumly & Associates Inc. | 15,683 | $617.3K | 0.16% | −274−1.7% | Reduced |
| Evergreen Capital Management LLC | 15,283 | $624.4K | 0.02% | +2,644+20.9% | Added |
| Atomi Financial Group, Inc. | 16,421 | $646.3K | 0.06% | +1,425+9.5% | Added |
| Leo Wealth, LLC | 16,816 | $661.8K | 0.07% | +1,518+9.9% | Added |
| Horizon Investments, LLC | 17,452 | $663.7K | 0.02% | +17,421+56,196.8% | Added |
| Pzena Investment Management LLC | 17,045 | $670.9K | 0.00% | −90−0.5% | Reduced |
| Level Four Advisory Services, LLC | 16,600 | $673.0K | 0.04% | +540+3.4% | Added |
| Clarius Group, LLC | 17,214 | $677.5K | 0.05% | −1,167−6.3% | Reduced |
| SeaBridge Investment Advisors LLC | 17,325 | $681.9K | 0.18% | −2,150−11.0% | Reduced |
| Founders Financial Securities LLC | 17,367 | $683.6K | 0.07% | +17,367 | New |
| Louisbourg Investments Inc. | 17,430 | $686.0K | 0.19% | 00.0% | Unchanged |
| Ignite Planners, LLC | 18,159 | $713.8K | 0.20% | +18,159 | New |
| Caas Capital Management LP | 18,193 | $716.1K | 0.30% | +8,193+81.9% | Added |
| Seven Eight Capital, LP | 18,239 | $717.9K | 0.07% | +12,925+243.2% | Added |
| Glenmede Trust Co NA | 18,430 | $725.4K | 0.00% | −7,960−30.2% | Reduced |
| Connectus Wealth, LLC | 18,636 | $734.3K | 0.02% | −516−2.7% | Reduced |
| Profund Advisors LLC | 18,701 | $736.1K | 0.03% | −2,620−12.3% | Reduced |
| Syon Capital LLC | 18,872 | $742.8K | 0.07% | +4,228+28.9% | Added |
| McDonald Partners LLC | 19,515 | $768.1K | 0.21% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 19,627 | $772.5K | 0.01% | 00.0% | Unchanged |
| RBF Capital, LLC | 20,000 | $787.2K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 19,289 | $789.1K | 0.05% | +8,260+74.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,399 | $802.9K | 0.00% | +873+4.5% | Added |
| Virtu Financial LLC | 20,927 | $824.0K | 0.06% | −10,650−33.7% | Reduced |
| MRP Capital Investments, LLC | 21,455 | $844.5K | 0.85% | −11,085−34.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 22,087 | $869.3K | 0.00% | +15,450+232.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 22,185 | $873.2K | 0.46% | +1,096+5.2% | Added |
| United Capital Financial Advisers, LLC | 22,602 | $889.6K | 0.01% | −4,928−17.9% | Reduced |
| Checchi Capital Advisers, LLC | 22,845 | $899.2K | 0.07% | +1,444+6.7% | Added |
| Gabelli Funds LLC | 23,000 | $905.3K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 23,000 | $905.3K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 23,165 | $911.8K | 0.06% | −674−2.8% | Reduced |
| Vise Technologies, Inc. | 24,093 | $948.3K | 0.19% | −629−2.5% | Reduced |
| Morningstar Investment Services LLC | 25,087 | $978.0K | 0.01% | −25,221−50.1% | Reduced |
| Advisors Asset Management, Inc. | 24,866 | $978.7K | 0.02% | +6,948+38.8% | Added |
| Miracle Mile Advisors, LLC | 25,185 | $991.3K | 0.02% | −2,327−8.5% | Reduced |
| Davenport & Co LLC | 25,503 | $1.00M | 0.01% | −333−1.3% | Reduced |
| Private Advisor Group, LLC | 25,749 | $1.01M | 0.01% | −24,358−48.6% | Reduced |
| Rockefeller Capital Management L.P. | 25,804 | $1.02M | 0.00% | −11,605−31.0% | Reduced |
| Sequoia Financial Advisors, LLC | 26,027 | $1.02M | 0.01% | −229−0.9% | Reduced |
| Foresight Capital Management Advisors, Inc. | 26,303 | $1.03M | 0.79% | −64−0.2% | Reduced |
| Mason & Associates, LLC | 26,303 | $1.03M | 0.79% | +26,303 | New |
| Eagle Asset Management Inc | 26,746 | $1.05M | 0.01% | −415−1.5% | Reduced |
| Forum Financial Management, LP | 26,801 | $1.05M | 0.02% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 27,200 | $1.07M | 0.33% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 28,074 | $1.10M | 0.01% | −12,228−30.3% | Reduced |
| Wedbush Securities Inc | 28,117 | $1.11M | 0.04% | +7,703+37.7% | Added |
| Ativo Capital Management LLC | 29,045 | $1.14M | 1.15% | −98−0.3% | Reduced |
| Two Sigma Advisers, LP | 29,100 | $1.15M | 0.00% | +29,100 | New |
| Orleans Capital Management Corp | 29,105 | $1.15M | 0.75% | +2,400+9.0% | Added |
| Lake Street Advisors Group, LLC | 28,367 | $1.16M | 0.05% | +350+1.2% | Added |
| MAI Capital Management | 29,594 | $1.16M | 0.01% | +3,041+11.5% | Added |
| Tower Research Capital LLC (TRC) | 29,825 | $1.17M | 0.03% | +15,905+114.3% | Added |
| Quadrant Capital Group LLC | 30,022 | $1.18M | 0.09% | −1,005−3.2% | Reduced |