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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 30,077 | $1.18M | 0.17% | −25,639−46.0% | Reduced |
| Rhumbline Advisers | 30,302 | $1.19M | 0.00% | +2,680+9.7% | Added |
| Quantbot Technologies LP | 30,402 | $1.20M | 0.07% | −84,264−73.5% | Reduced |
| LGT Group Foundation | 30,805 | $1.21M | 0.03% | +480+1.6% | Added |
| Susquehanna International Group, LLP | 31,729 | $1.25M | 0.00% | −37,782−54.4% | Reduced |
| Raelipskie Partnership | 32,686 | $1.29M | 0.73% | +1,133+3.6% | Added |
| Simplex Trading, LLC | 33,154 | $1.30M | 0.04% | +33,154 | New |
| Brinker Capital Investments, LLC | 34,084 | $1.34M | 0.01% | −62,874−64.8% | Reduced |
| Orion Portfolio Solutions, LLC | 34,084 | $1.34M | 0.01% | −62,874−64.8% | Reduced |
| Captrust Financial Advisors | 34,323 | $1.35M | 0.00% | −24,413−41.6% | Reduced |
| Pacer Advisors, Inc. | 34,456 | $1.36M | 0.00% | −1,288−3.6% | Reduced |
| Cetera Investment Advisers | 34,699 | $1.37M | 0.00% | +21,014+153.6% | Added |
| Truist Financial Corp | 34,999 | $1.38M | 0.00% | +43+0.1% | Added |
| Thoroughbred Financial Services, LLC | 35,206 | $1.39M | 0.13% | −2,060−5.5% | Reduced |
| Wintrust Investments LLC | 35,370 | $1.39M | 0.12% | −40−0.1% | Reduced |
| Oppenheimer & Co Inc | 35,624 | $1.40M | 0.02% | +202+0.6% | Added |
| Invesco Ltd. | 35,820 | $1.41M | 0.00% | +281+0.8% | Added |
| XTX Topco Ltd | 35,899 | $1.41M | 0.19% | +25,295+238.5% | Added |
| Regions Financial Corp | 36,094 | $1.42M | 0.01% | −51,684−58.9% | Reduced |
| Richard P Slaughter Associates Inc | 36,631 | $1.44M | 0.35% | −740−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 38,559 | $1.52M | 0.00% | −135,812−77.9% | Reduced |
| Lazard Asset Management LLC | 39,982 | $1.57M | 0.00% | −2,220,485−98.2% | Reduced |
| Barclays PLC | 40,207 | $1.58M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 40,418 | $1.59M | 0.00% | +40,418 | New |
| CIBC World Markets Inc. | 40,642 | $1.60M | 0.00% | −1,517−3.6% | Reduced |
| Earnest Partners LLC | 44,330 | $1.74M | 0.01% | −230−0.5% | Reduced |
| LMR Partners LLP | 44,716 | $1.76M | 0.04% | +44,716 | New |
| Signaturefd, LLC | 44,851 | $1.77M | 0.04% | +3,133+7.5% | Added |
| Vident Advisory, LLC | 45,794 | $1.80M | 0.04% | +2,999+7.0% | Added |
| Axq Capital, LP | 47,000 | $1.85M | 0.44% | +17,000+56.7% | Added |
| Veriti Management LLC | 47,190 | $1.86M | 0.14% | −7,836−14.2% | Reduced |
| CI Private Wealth, LLC | 47,394 | $1.87M | 0.00% | −1,382−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 49,736 | $1.96M | 0.00% | +4,021+8.8% | Added |
| Northwestern Mutual Wealth Management Co | 52,260 | $2.06M | 0.00% | +1,708+3.4% | Added |
| Brandes Investment Partners, LP | 55,429 | $2.18M | 0.03% | +724+1.3% | Added |
| Janney Montgomery Scott LLC | 56,056 | $2.21M | 0.01% | −16,416−22.7% | Reduced |
| The PNC Financial Services Group, Inc. | 56,831 | $2.24M | 0.00% | −3,204−5.3% | Reduced |
| West Family Investments, Inc. | 56,984 | $2.24M | 0.70% | +1,330+2.4% | Added |
| Stifel Financial Corp | 60,120 | $2.37M | 0.00% | +3,493+6.2% | Added |
| MML Investors Services, LLC | 60,320 | $2.37M | 0.01% | +9,132+17.8% | Added |
| Wetherby Asset Management Inc | 60,364 | $2.38M | 0.11% | −1,138−1.9% | Reduced |
| Squarepoint Ops LLC | 62,440 | $2.46M | 0.01% | +30,540+95.7% | Added |
| Graham Capital Management, L.P. | 62,926 | $2.48M | 0.07% | +62,926 | New |
| Cresset Asset Management, LLC | 62,719 | $2.56M | 0.01% | +6,692+11.9% | Added |
| JustInvest LLC | 65,760 | $2.59M | 0.06% | +10,882+19.8% | Added |
| Yousif Capital Management, LLC | 66,108 | $2.60M | 0.03% | −2,200−3.2% | Reduced |
| Old Port Advisors | 66,785 | $2.63M | 0.80% | −664−1.0% | Reduced |
| Catalyst Capital Advisors LLC | 69,000 | $2.72M | 0.07% | −1,200−1.7% | Reduced |
| Nomura Holdings Inc | 69,951 | $2.75M | 0.02% | +69,951 | New |
| Ritholtz Wealth Management | 71,812 | $2.83M | 0.10% | +16,917+30.8% | Added |
| GQG Partners LLC | 75,367 | $2.97M | 0.00% | −66,190−46.8% | Reduced |
| Quantinno Capital Management LP | 84,666 | $3.33M | 0.07% | −23,549−21.8% | Reduced |
| Cerity Partners LLC | 89,136 | $3.51M | 0.01% | +43,154+93.8% | Added |
| Naviter Wealth, LLC | 86,404 | $3.53M | 0.58% | +20,856+31.8% | Added |
| US Bancorp | 92,562 | $3.64M | 0.01% | −2,903−3.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 92,937 | $3.66M | 0.03% | +37,883+68.8% | Added |
| LPL Financial LLC | 93,830 | $3.69M | 0.00% | −515−0.5% | Reduced |
| Manatuck Hill Partners, LLC | 107,448 | $4.23M | 1.86% | 00.0% | Unchanged |
| Susquehanna International Securities, Ltd. | 112,583 | $4.43M | 1.77% | +83,403+285.8% | Added |
| SEI Investments Co | 112,970 | $4.45M | 0.01% | +2,639+2.4% | Added |
| M&T Bank Corp | 112,989 | $4.45M | 0.02% | −7,273−6.0% | Reduced |
| Insight Folios Inc | 116,598 | $4.59M | 1.86% | +116,598 | New |
| Ramirez Asset Management, Inc. | 121,253 | $4.77M | 0.96% | +1,318+1.1% | Added |
| Stamos Capital Partners, L.P. | 125,970 | $4.96M | 1.13% | +113,170+884.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 126,324 | $4.97M | 0.37% | +24,788+24.4% | Added |
| Bank of New York Mellon Corp | 128,268 | $5.05M | 0.00% | −17,068−11.7% | Reduced |
| Neuberger Berman Group LLC | 130,056 | $5.12M | 0.00% | +8,621+7.1% | Added |
| UBS Group AG | 131,301 | $5.17M | 0.00% | +2,402+1.9% | Added |
| Hennessy Advisors Inc | 132,400 | $5.21M | 0.22% | −10,400−7.3% | Reduced |
| Charles Schwab Investment Management Inc | 140,667 | $5.54M | 0.00% | +35,959+34.3% | Added |
| Pathstone Holdings, LLC | 139,710 | $5.54M | 0.03% | +34,424+32.7% | Added |
| Bank of Montreal | 141,001 | $5.55M | 0.00% | +26,682+23.3% | Added |
| Mariner, LLC | 141,898 | $5.59M | 0.01% | +2,324+1.7% | Added |
| Mercer Global Advisors Inc | 144,253 | $5.68M | 0.02% | −11,858−7.6% | Reduced |
| HighTower Advisors, LLC | 147,788 | $5.83M | 0.01% | +2,900+2.0% | Added |
| Renaissance Group LLC | 160,216 | $6.31M | 0.24% | −118−0.1% | Reduced |
| Ethic Inc. | 160,897 | $6.33M | 0.16% | +91,821+132.9% | Added |
| Promethos Capital, LLC | 163,232 | $6.42M | 3.77% | +11,172+7.3% | Added |
| Creative Planning | 165,912 | $6.53M | 0.01% | +9,610+6.1% | Added |
| American Assets Investment Management, LLC | 166,918 | $6.57M | 0.63% | 00.0% | Unchanged |
| CWM, LLC | 167,453 | $6.59M | 0.03% | −10,382−5.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 176,352 | $6.94M | 0.08% | +39,344+28.7% | Added |
| Ameriprise Financial Inc | 188,611 | $7.49M | 0.00% | −35,584−15.9% | Reduced |
| Citadel Advisors LLC | 209,211 | $8.23M | 0.01% | −522,933−71.4% | Reduced |
| Meritage Portfolio Management | 237,569 | $9.35M | 0.60% | −10,060−4.1% | Reduced |
| QRG Capital Management, Inc. | 254,628 | $10.0M | 0.13% | +3,119+1.2% | Added |
| Qube Research & Technologies Ltd | 281,238 | $11.1M | 0.02% | −260,479−48.1% | Reduced |
| Millennium Management LLC | 291,794 | $11.5M | 0.01% | +276,444+1,800.9% | Added |
| Natixis Advisors, L.P. | 338,809 | $13.3M | 0.03% | −234,832−40.9% | Reduced |
| Wells Fargo & Company | 344,650 | $13.6M | 0.00% | −301,808−46.7% | Reduced |
| Raymond James & Associates | 352,093 | $13.9M | 0.01% | +12,313+3.6% | Added |
| Groupama Asset Managment | 1,892,593 | $14.8M | 0.27% | +1,892,593 | New |
| Crossmark Global Holdings, Inc. | 439,319 | $17.3M | 0.33% | −28,289−6.0% | Reduced |
| Franklin Resources Inc | 460,704 | $18.1M | 0.01% | +381,994+485.3% | Added |
| Envestnet Asset Management Inc | 505,137 | $19.9M | 0.01% | −142,053−21.9% | Reduced |
| Renaissance Technologies LLC | 545,143 | $21.5M | 0.03% | −626,622−53.5% | Reduced |
| Cookson Peirce & Co Inc | 603,392 | $23.8M | 1.27% | −6,074−1.0% | Reduced |
| Jane Street Group, LLC | 620,053 | $24.4M | 0.03% | −193,615−23.8% | Reduced |
| FMR LLC | 775,240 | $30.5M | 0.00% | +94,658+13.9% | Added |
| American Century Companies Inc | 813,061 | $32.0M | 0.02% | +37,148+4.8% | Added |