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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 874,613 | $34.4M | 0.01% | −45,557−5.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,004,374 | $39.5M | 0.14% | −181,940−15.3% | Reduced |
| Citigroup Inc | 1,478,167 | $58.2M | 0.06% | +8,987+0.6% | Added |
| Northern Trust Corp | 1,910,553 | $75.2M | 0.01% | −16,591−0.9% | Reduced |
| BlackRock Inc. | 2,142,873 | $84.3M | 0.00% | +3,081+0.1% | Added |
| Sanders Capital, LLC | 2,986,810 | $117.6M | 0.20% | +2,891,730+3,041.4% | Added |
| Bank of America Corp | 3,599,342 | $141.7M | 0.01% | +65,487+1.9% | Added |
| Goldman Sachs Group Inc | 5,402,271 | $212.6M | 0.04% | +476,482+9.7% | Added |
| Morgan Stanley | 6,153,959 | $242.2M | 0.02% | −42,941−0.7% | Reduced |
| Dimensional Fund Advisors LP | 11,404,063 | $448.9M | 0.12% | −217,286−1.9% | Reduced |
| Russell Investments Group, Ltd. | 18,188 | – | – | −781−4.1% | Reduced |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −1,104,981−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −610,222−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −204,300−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −102,083−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −72,500−100.0% | Sold out |
| Fox Hill Wealth Management | 0 | $0 | 0.00% | −42,240−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −30,095−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −27,921−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −27,921−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −23,512−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −20,353−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −20,112−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −17,324−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −15,728−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −15,070−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −13,601−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −13,370−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,213−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −11,046−100.0% | Sold out |
| Argonautica Private Wealth Management, Inc | 0 | $0 | 0.00% | −9,573−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −9,227−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −7,697−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −7,228−100.0% | Sold out |
| Clifford Capital Partners LLC | 0 | $0 | 0.00% | −6,017−100.0% | Sold out |
| Werba Rubin Papier Wealth Management | 0 | $0 | 0.00% | −5,583−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | 0 | $0 | 0.00% | −5,425−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −5,391−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −5,346−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −5,219−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −5,092−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −5,090−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −4,432−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,002−100.0% | Sold out |
| Edgar Lomax Co | 0 | $0 | 0.00% | −15,380−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −2,936−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −539−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Naples Money Management LLC | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Financial Avengers, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Level Financial Advisors, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |