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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 34,323 | $1.35M | 0.00% | −24,413−41.6% | Reduced |
| 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 |
| Simplex Trading, LLC | 33,154 | $1.30M | 0.04% | +33,154 | New |
| Raelipskie Partnership | 32,686 | $1.29M | 0.73% | +1,133+3.6% | Added |
| Susquehanna International Group, LLP | 31,729 | $1.25M | 0.00% | −37,782−54.4% | Reduced |
| LGT Group Foundation | 30,805 | $1.21M | 0.03% | +480+1.6% | Added |
| Quantbot Technologies LP | 30,402 | $1.20M | 0.07% | −84,264−73.5% | Reduced |
| Rhumbline Advisers | 30,302 | $1.19M | 0.00% | +2,680+9.7% | Added |
| Qtron Investments LLC | 30,077 | $1.18M | 0.17% | −25,639−46.0% | Reduced |
| Quadrant Capital Group LLC | 30,022 | $1.18M | 0.09% | −1,005−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 29,825 | $1.17M | 0.03% | +15,905+114.3% | Added |
| MAI Capital Management | 29,594 | $1.16M | 0.01% | +3,041+11.5% | Added |
| Lake Street Advisors Group, LLC | 28,367 | $1.16M | 0.05% | +350+1.2% | Added |
| Orleans Capital Management Corp | 29,105 | $1.15M | 0.75% | +2,400+9.0% | Added |
| Two Sigma Advisers, LP | 29,100 | $1.15M | 0.00% | +29,100 | New |
| Ativo Capital Management LLC | 29,045 | $1.14M | 1.15% | −98−0.3% | Reduced |
| Wedbush Securities Inc | 28,117 | $1.11M | 0.04% | +7,703+37.7% | Added |
| Park Avenue Securities LLC | 28,074 | $1.10M | 0.01% | −12,228−30.3% | Reduced |
| Karpas Strategies, LLC | 27,200 | $1.07M | 0.33% | 00.0% | Unchanged |
| Forum Financial Management, LP | 26,801 | $1.05M | 0.02% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 26,746 | $1.05M | 0.01% | −415−1.5% | 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 |
| Sequoia Financial Advisors, LLC | 26,027 | $1.02M | 0.01% | −229−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 25,804 | $1.02M | 0.00% | −11,605−31.0% | Reduced |
| Private Advisor Group, LLC | 25,749 | $1.01M | 0.01% | −24,358−48.6% | Reduced |
| Davenport & Co LLC | 25,503 | $1.00M | 0.01% | −333−1.3% | Reduced |
| Miracle Mile Advisors, LLC | 25,185 | $991.3K | 0.02% | −2,327−8.5% | Reduced |
| Advisors Asset Management, Inc. | 24,866 | $978.7K | 0.02% | +6,948+38.8% | Added |
| Morningstar Investment Services LLC | 25,087 | $978.0K | 0.01% | −25,221−50.1% | Reduced |
| Vise Technologies, Inc. | 24,093 | $948.3K | 0.19% | −629−2.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 23,165 | $911.8K | 0.06% | −674−2.8% | Reduced |
| 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 |
| Checchi Capital Advisers, LLC | 22,845 | $899.2K | 0.07% | +1,444+6.7% | Added |
| United Capital Financial Advisers, LLC | 22,602 | $889.6K | 0.01% | −4,928−17.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 22,185 | $873.2K | 0.46% | +1,096+5.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 22,087 | $869.3K | 0.00% | +15,450+232.8% | Added |
| MRP Capital Investments, LLC | 21,455 | $844.5K | 0.85% | −11,085−34.1% | Reduced |
| Virtu Financial LLC | 20,927 | $824.0K | 0.06% | −10,650−33.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,399 | $802.9K | 0.00% | +873+4.5% | Added |
| CAPROCK Group, Inc. | 19,289 | $789.1K | 0.05% | +8,260+74.9% | Added |
| RBF Capital, LLC | 20,000 | $787.2K | 0.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 19,627 | $772.5K | 0.01% | 00.0% | Unchanged |
| McDonald Partners LLC | 19,515 | $768.1K | 0.21% | 00.0% | Unchanged |
| Syon Capital LLC | 18,872 | $742.8K | 0.07% | +4,228+28.9% | Added |
| Profund Advisors LLC | 18,701 | $736.1K | 0.03% | −2,620−12.3% | Reduced |
| Connectus Wealth, LLC | 18,636 | $734.3K | 0.02% | −516−2.7% | Reduced |
| Glenmede Trust Co NA | 18,430 | $725.4K | 0.00% | −7,960−30.2% | Reduced |
| Seven Eight Capital, LP | 18,239 | $717.9K | 0.07% | +12,925+243.2% | Added |
| Caas Capital Management LP | 18,193 | $716.1K | 0.30% | +8,193+81.9% | Added |
| Ignite Planners, LLC | 18,159 | $713.8K | 0.20% | +18,159 | New |
| Louisbourg Investments Inc. | 17,430 | $686.0K | 0.19% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 17,367 | $683.6K | 0.07% | +17,367 | New |
| SeaBridge Investment Advisors LLC | 17,325 | $681.9K | 0.18% | −2,150−11.0% | Reduced |
| Clarius Group, LLC | 17,214 | $677.5K | 0.05% | −1,167−6.3% | Reduced |
| Level Four Advisory Services, LLC | 16,600 | $673.0K | 0.04% | +540+3.4% | Added |
| Pzena Investment Management LLC | 17,045 | $670.9K | 0.00% | −90−0.5% | Reduced |
| Horizon Investments, LLC | 17,452 | $663.7K | 0.02% | +17,421+56,196.8% | Added |
| Leo Wealth, LLC | 16,816 | $661.8K | 0.07% | +1,518+9.9% | Added |
| Atomi Financial Group, Inc. | 16,421 | $646.3K | 0.06% | +1,425+9.5% | Added |
| Evergreen Capital Management LLC | 15,283 | $624.4K | 0.02% | +2,644+20.9% | Added |
| Crumly & Associates Inc. | 15,683 | $617.3K | 0.16% | −274−1.7% | Reduced |
| Legacy Financial Advisors, Inc. | 15,570 | $612.8K | 0.11% | +343+2.3% | Added |
| Acadian Asset Management LLC | 15,450 | $608.0K | 0.00% | +15,450 | New |
| State Street Corp | 14,767 | $604.1K | 0.00% | −170−1.1% | Reduced |
| TD Waterhouse Canada Inc. | 15,209 | $600.7K | 0.00% | +250+1.7% | Added |
| Ellevest, Inc. | 15,254 | $600.4K | 0.04% | +15,254 | New |
| Grey Street Capital, LLC | 14,663 | $600.1K | 0.08% | +14,663 | New |
| JPMorgan Chase & Co | 15,080 | $593.5K | 0.00% | +2,552+20.4% | Added |
| PEAK6 Investments LLC | 15,012 | $590.9K | 0.03% | +15,012 | New |
| Envestnet Portfolio Solutions, Inc. | 14,742 | $580.2K | 0.00% | −3,519−19.3% | Reduced |
| Strategic Global Advisors, LLC | 14,533 | $572.0K | 0.12% | +2,469+20.5% | Added |
| Pitcairn Co | 14,415 | $567.4K | 0.04% | −23−0.2% | Reduced |
| Aaron Wealth Advisors | 14,398 | $566.7K | 0.08% | +9,252+179.8% | Added |
| Integrated Wealth Concepts LLC | 14,235 | $560.3K | 0.01% | −50,895−78.1% | Reduced |
| Americana Partners, LLC | 14,213 | $559.4K | 0.05% | +2,064+17.0% | Added |
| Henry James International Management, Inc. | 14,091 | $554.6K | 0.17% | +20+0.1% | Added |
| Prospera Financial Services Inc | 13,935 | $548.4K | 0.02% | +17+0.1% | Added |
| Ballentine Partners, LLC | 13,609 | $535.6K | 0.01% | +4,106+43.2% | Added |
| Schechter Investment Advisors, LLC | 13,377 | $526.5K | 0.04% | −13,860−50.9% | Reduced |
| PDS Planning, Inc | 13,335 | $524.9K | 0.06% | +312+2.4% | Added |
| Bridgefront Capital, LLC | 13,103 | $515.7K | 0.39% | +13,103 | New |
| BKM Wealth Management, LLC | 12,936 | $509.2K | 0.22% | +3,941+43.8% | Added |
| Legacy Wealth Asset Management, LLC | 12,821 | $504.6K | 0.14% | +191+1.5% | Added |
| Sage Rhino Capital LLC | 12,679 | $499.0K | 0.12% | +179+1.4% | Added |
| Blair William & Co | 12,424 | $489.0K | 0.00% | +205+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,057 | $475.0K | 0.00% | +1,194+11.0% | Added |
| Boston Private Wealth LLC | 11,867 | $467.1K | 0.01% | −692−5.5% | Reduced |
| BSW Wealth Partners | 11,838 | $465.9K | 0.08% | +5,093+75.5% | Added |
| Cozad Asset Management Inc | 11,600 | $456.6K | 0.05% | +4,300+58.9% | Added |
| Pekin Hardy Strauss, Inc. | 11,500 | $452.6K | 0.06% | +1,000+9.5% | Added |
| Cooper Financial Group | 11,455 | $450.9K | 0.07% | +117+1.0% | Added |
| Prudential Financial Inc | 11,390 | $448.3K | 0.00% | −17,647−60.8% | Reduced |
| Gradient Investments LLC | 11,004 | $433.1K | 0.01% | −526−4.6% | Reduced |
| Global Retirement Partners, LLC | 10,807 | $425.4K | 0.02% | −857−7.3% | Reduced |
| HighPoint Advisor Group LLC | 9,376 | $412.0K | 0.03% | +279+3.1% | Added |
| Allspring Global Investments Holdings, LLC | 10,343 | $407.1K | 0.00% | +7,866+317.6% | Added |
| Investors Research Corp | 10,266 | $404.1K | 0.09% | 00.0% | Unchanged |