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 |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 10,248 | $403.4K | 0.15% | +42+0.4% | Added |
| First Manhattan Co | 10,129 | $398.7K | 0.00% | −2,848−21.9% | Reduced |
| Ieq Capital, LLC | 10,022 | $394.5K | 0.01% | −816−7.5% | Reduced |
| Vontobel Holding Ltd. | 10,000 | $393.6K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 9,916 | $390.3K | 0.00% | −749−7.0% | Reduced |
| SageView Advisory Group, LLC | 12,592 | $380.5K | 0.02% | +12,592 | New |
| CSS LLC | 9,600 | $377.9K | 0.03% | −2,000−17.2% | Reduced |
| Nations Financial Group Inc, | 9,562 | $376.4K | 0.03% | +1,951+25.6% | Added |
| Valeo Financial Advisors, LLC | 8,713 | $363.2K | 0.01% | +73+0.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 9,110 | $358.6K | 0.00% | −15−0.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 9,101 | $358.2K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9,075 | $357.2K | 0.22% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 9,038 | $355.7K | 0.00% | +9,038 | New |
| Pinnacle Wealth Planning Services, Inc. | 9,024 | $355.2K | 0.05% | +129+1.5% | Added |
| Courier Capital LLC | 8,904 | $350.5K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,899 | $350.3K | 0.01% | +1,706+23.7% | Added |
| Eqis Capital Management, Inc. | 8,869 | $349.1K | 0.03% | −10,533−54.3% | Reduced |
| Lindbrook Capital, LLC | 8,817 | $347.0K | 0.03% | +442+5.3% | Added |
| Allie Family Office LLC | 8,504 | $346.5K | 0.20% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 8,736 | $343.8K | 0.01% | +45+0.5% | Added |
| JT Stratford LLC | 8,665 | $341.1K | 0.07% | −53,993−86.2% | Reduced |
| Barometer Capital Management Inc. | 7,680 | $334.7K | 0.09% | +4,680+156.0% | Added |
| Gallacher Capital Management LLC | 8,501 | $334.6K | 0.17% | +637+8.1% | Added |
| Coldstream Capital Management Inc | 8,358 | $329.0K | 0.01% | +1,081+14.9% | Added |
| Henshaw Capital LLC | 8,194 | $322.5K | 0.02% | +339+4.3% | Added |
| Prime Capital Investment Advisors, LLC | 7,980 | $314.1K | 0.00% | −710−8.2% | Reduced |
| Deutsche Bank AG | 7,971 | $313.7K | 0.00% | 00.0% | Unchanged |
| Five Oceans Advisors | 7,959 | $313.3K | 0.16% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 7,890 | $310.6K | 0.15% | 00.0% | Unchanged |
| AE Wealth Management LLC | 7,667 | $301.8K | 0.00% | −20,047−72.3% | Reduced |
| Optas, LLC | 7,519 | $295.9K | 0.08% | +699+10.2% | Added |
| Sivia Capital Partners, LLC | 7,250 | $285.4K | 0.19% | −834−10.3% | Reduced |
| Keel Point, LLC | 7,018 | $276.2K | 0.03% | +1,382+24.5% | Added |
| National Asset Management, Inc. | 6,960 | $274.6K | 0.01% | +6,960 | New |
| Beacon Pointe Advisors, LLC | 6,964 | $274.1K | 0.00% | −83−1.2% | Reduced |
| Traveka Wealth, LLC | 6,813 | $268.2K | 0.12% | +323+5.0% | Added |
| Measured Wealth Private Client Group, LLC | 6,724 | $264.7K | 0.09% | +429+6.8% | Added |
| Savant Capital, LLC | 6,561 | $258.2K | 0.00% | +987+17.7% | Added |
| Lester Murray Antman dba SimplyRich | 6,507 | $257.0K | 0.08% | +349+5.7% | Added |
| Wolverine Trading, LLC | 6,513 | $256.4K | 0.00% | −14,628−69.2% | Reduced |
| Centerstone Investors, LLC | 6,375 | $250.9K | 0.19% | +6,375 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,365 | $250.5K | 0.01% | +6,267+6,394.9% | Added |
| Drive Wealth Management, LLC | 6,091 | $249.0K | 0.07% | +139+2.3% | Added |
| Mission Wealth Management, LP | 6,311 | $248.4K | 0.01% | +1,115+21.5% | Added |
| Hexagon Capital Partners LLC | 6,305 | $248.2K | 0.06% | −14−0.2% | Reduced |
| Sonoma Private Wealth LLC | 6,296 | $247.8K | 0.40% | +6,296 | New |
| Balyasny Asset Management LLC | 6,206 | $244.3K | 0.00% | −59,019−90.5% | Reduced |
| Kestra Advisory Services, LLC | 6,167 | $242.7K | 0.00% | −35−0.6% | Reduced |
| 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 |
| Baldwin Investment Management, LLC | 6,014 | $236.7K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,974 | $232.9K | 0.05% | +409+7.3% | Added |
| Safeguard Investment Advisory Group, LLC | 5,772 | $227.2K | 0.08% | −312−5.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,734 | $225.7K | 0.04% | +5,734 | New |
| 180 Wealth Advisors, LLC | 5,698 | $224.3K | 0.04% | +5,698 | New |
| TownSquare Capital, LLC | 5,685 | $223.8K | 0.00% | +5,685 | New |
| Rathbone Brothers plc | 5,600 | $220.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,579 | $219.6K | 0.01% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 5,565 | $219.0K | 0.14% | −225−3.9% | Reduced |
| Old Mission Capital LLC | 5,553 | $218.6K | 0.01% | +5,553 | New |
| WNY Asset Management, LLC | 5,540 | $218.1K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,302 | $216.9K | 0.01% | +122+2.4% | Added |
| Waters Parkerson & Co., LLC | 5,500 | $216.0K | 0.01% | −227−4.0% | Reduced |
| Trust Point Inc. | 5,429 | $213.7K | 0.02% | +5,429 | New |
| Aprio Wealth Management, LLC | 5,417 | $213.2K | 0.04% | −164−2.9% | Reduced |
| Abel Hall, LLC | 5,397 | $212.4K | 0.16% | +147+2.8% | Added |
| IFP Advisors, Inc | 5,395 | $212.3K | 0.01% | +3,546+191.8% | Added |
| Fortitude Family Office, LLC | 5,336 | $210.0K | 0.14% | 00.0% | Unchanged |
| Keybank National Association | 5,330 | $209.8K | 0.00% | −2,989−35.9% | Reduced |
| Principal Street Partners, LLC | 4,786 | $208.7K | 0.04% | +4,786 | New |
| Buckingham Strategic Wealth, LLC | 5,184 | $204.0K | 0.00% | −39,428−88.4% | Reduced |
| Wedmont Private Capital | 4,942 | $203.4K | 0.01% | +4,942 | New |
| Ashton Thomas Private Wealth, LLC | 5,135 | $202.1K | 0.01% | −18,486−78.3% | Reduced |
| Cornerstone Wealth Management, LLC | 5,099 | $200.7K | 0.02% | −70−1.4% | Reduced |
| Aveo Capital Partners, LLC | 4,513 | $200.6K | 0.02% | +4,513 | New |
| Steward Partners Investment Advisory, LLC | 5,070 | $199.6K | 0.00% | +310+6.5% | Added |
| Clear Street Markets LLC | 5,046 | $199.0K | 0.09% | +5,046 | New |
| New York State Common Retirement Fund | 4,679 | $184.2K | 0.00% | −5,778−55.3% | Reduced |
| Contravisory Investment Management, Inc. | 4,340 | $170.8K | 0.04% | −26−0.6% | Reduced |
| Optiver Holding B.V. | 3,969 | $156.2K | 0.01% | +3,969 | New |
| GWM Advisors LLC | 3,497 | $137.7K | 0.00% | −10,945−75.8% | Reduced |
| GAMMA Investing LLC | 3,468 | $136.5K | 0.03% | +452+15.0% | Added |
| National Bank of Canada | 2,856 | $124.5K | 0.00% | −350−10.9% | Reduced |
| Principal Securities, Inc. | 3,109 | $122.4K | 0.00% | −9,563−75.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,025 | $119.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,845 | $111.8K | 0.01% | −136−4.6% | Reduced |
| Proequities, Inc. | 2,681 | $109.7K | 0.01% | −9,417−77.8% | Reduced |
| Rosenberg Matthew Hamilton | 2,642 | $103.9K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,257 | $88.8K | 0.01% | −180−7.4% | Reduced |
| Headlands Technologies LLC | 2,199 | $86.6K | 0.02% | +2,199 | New |
| Grove Bank & Trust | 2,148 | $84.5K | 0.01% | +35+1.7% | Added |
| Huntington National Bank | 2,063 | $81.2K | 0.00% | −4,725−69.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,712 | $74.6K | 0.01% | +889+108.0% | Added |
| Umb Bank N A | 1,878 | $73.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,804 | $71.0K | 0.01% | −390−17.8% | Reduced |
| FNY Investment Advisers, LLC | 1,800 | $70.0K | 0.05% | −3,694−67.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,642 | $64.5K | 0.00% | −20,034−92.4% | Reduced |
| JCIC Asset Management Inc. | 1,615 | $63.6K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,563 | $61.5K | 0.05% | −841−35.0% | Reduced |
| Spire Wealth Management | 1,270 | $50.0K | 0.00% | +367+40.6% | Added |