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 |
|---|---|---|---|---|---|
| Cutler Group LP | 1,181 | $46.0K | 0.02% | −371−23.9% | Reduced |
| Bogart Wealth, LLC | 1,129 | $44.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,123 | $44.2K | 0.00% | −19,403−94.5% | Reduced |
| Jones Financial Companies LLLP | 1,053 | $41.5K | 0.00% | +823+357.8% | Added |
| Addison Advisors LLC | 1,049 | $41.3K | 0.01% | +154+17.2% | Added |
| RFP Financial Group LLC | 1,031 | $40.6K | 0.02% | +575+126.1% | Added |
| Paradigm Asset Management Co LLC | 1,000 | $39.4K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 916 | $36.1K | 0.00% | +92+11.2% | Added |
| Edmond de Rothschild Holding S.A. | 907 | $35.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 855 | $33.7K | 0.02% | +855 | New |
| Hanson & Doremus Investment Management | 809 | $32.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 798 | $31.4K | 0.00% | −1,497−65.2% | Reduced |
| Financial Management Professionals, Inc. | 800 | $31.0K | 0.00% | +92+13.0% | Added |
| HHM Wealth Advisors, LLC | 751 | $29.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 689 | $27.1K | 0.00% | +1+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 677 | $27.0K | 0.00% | −263−28.0% | Reduced |
| BNP Paribas Arbitrage, SA | 682 | $26.8K | 0.00% | −1,230−64.3% | Reduced |
| AdvisorNet Financial, Inc | 650 | $25.6K | 0.00% | +100+18.2% | Added |
| Whittier Trust Co | 641 | $25.2K | 0.00% | −770−54.6% | Reduced |
| Atlas Capital Advisors LLC | 613 | $24.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 604 | $23.8K | 0.00% | +385+175.8% | Added |
| Fifth Third Bancorp | 596 | $23.5K | 0.00% | −799−57.3% | Reduced |
| Ronald Blue Trust, Inc. | 583 | $22.9K | 0.00% | −3,516−85.8% | Reduced |
| Walleye Capital LLC | 573 | $22.6K | 0.00% | +573 | New |
| HM Payson & Co | 556 | $21.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 560 | $21.0K | 0.00% | +60+12.0% | Added |
| Boyd Watterson Asset Management LLC | 523 | $20.6K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 499 | $20.0K | 0.00% | +108+27.6% | Added |
| Frazier Financial Advisors, LLC | 499 | $19.6K | 0.02% | −15−2.9% | Reduced |
| Manchester Capital Management LLC | 459 | $18.1K | 0.00% | −33−6.7% | Reduced |
| Tortoise Investment Management, LLC | 433 | $17.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 427 | $16.8K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 421 | $16.6K | 0.00% | +421 | New |
| Bessemer Group Inc | 404 | $16.0K | 0.00% | +74+22.4% | Added |
| Silicon Valley Capital Partners | 404 | $15.9K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 0 | $15.5K | 0.01% | −10,025−100.0% | Reduced |
| Nisa Investment Advisors, LLC | 358 | $14.6K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 335 | $13.2K | 0.00% | −44−11.6% | Reduced |
| Park Place Capital Corp | 329 | $12.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 306 | $12.0K | 0.00% | +115+60.2% | Added |
| Cape Investment Advisory, Inc. | 303 | $11.9K | 0.01% | +92+43.6% | Added |
| Bartlett & Co. Wealth Management LLC | 254 | $10.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 253 | $9.96K | 0.00% | −75−22.9% | Reduced |
| Albion Financial Group | 251 | $9.88K | 0.00% | +53+26.8% | Added |
| Old Point Trust & Financial Services N A | 250 | $9.84K | 0.00% | +250 | New |
| Harbour Investments, Inc. | 245 | $9.62K | 0.00% | −21−7.9% | Reduced |
| Federated Hermes, Inc. | 232 | $9.13K | 0.00% | +15+6.9% | Added |
| Sofos Investments, Inc. | 231 | $9.08K | 0.00% | +173+298.3% | Added |
| Valued Wealth Advisors LLC | 189 | $7.73K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 193 | $7.60K | 0.00% | +193 | New |
| Central Pacific Bank - Trust Division | 193 | $7.59K | 0.00% | +193 | New |
| First Horizon Advisors, Inc. | 183 | $7.22K | 0.00% | −224−55.0% | Reduced |
| Macquarie Group Ltd | 182 | $7.00K | 0.00% | +3+1.7% | Added |
| CoreCap Advisors, LLC | 175 | $6.89K | 0.00% | +175 | New |
| FinTrust Capital Advisors, LLC | 159 | $6.26K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 146 | $6.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 139 | $6.00K | 0.00% | +139 | New |
| Baldwin Brothers Inc | 150 | $5.90K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 148 | $5.83K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 146 | $5.75K | 0.00% | +113+342.4% | Added |
| Eukles Asset Management | 133 | $5.24K | 0.00% | +133 | New |
| Sound Income Strategies, LLC | 124 | $4.88K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 112 | $4.41K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 111 | $4.37K | 0.00% | −1,168−91.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 110 | $4.33K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 108 | $4.25K | 0.00% | −83−43.5% | Reduced |
| Bell Investment Advisors, Inc | 107 | $4.21K | 0.00% | +35+48.6% | Added |
| M&R Capital Management Inc | 105 | $4.13K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 95 | $4.13K | 0.00% | +95 | New |
| CVA Family Office, LLC | 104 | $4.09K | 0.00% | +52+100.0% | Added |
| Asset Dedication, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $3.94K | 0.00% | −150−60.0% | Reduced |
| Chesapeake Asset Management LLC | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $3.93K | 0.00% | +100 | New |
| Carolinas Wealth Consulting LLC | 96 | $3.92K | 0.00% | 00.0% | Unchanged |
| Amundi | 99 | $3.90K | 0.00% | +99 | New |
| Private Ocean, LLC | 95 | $3.74K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 90 | $3.54K | 0.00% | +90 | New |
| Caldwell Sutter Capital, Inc. | 87 | $3.42K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 77 | $3.42K | 0.00% | +71+1,183.3% | Added |
| Mather Group, LLC. | 79 | $3.20K | 0.00% | +79 | New |
| FSC Wealth Advisors, LLC | 79 | $3.11K | 0.00% | +79 | New |
| Kayne Anderson Rudnick Investment Management LLC | 77 | $3.07K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 76 | $2.99K | 0.00% | +76 | New |
| Wiser Advisor Group LLC | 72 | $2.87K | 0.00% | −8−10.0% | Reduced |
| Archer Investment Corp | 69 | $2.73K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 62 | $2.44K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 56 | $2.21K | 0.00% | −3−5.1% | Reduced |
| ICA Group Wealth Management, LLC | 55 | $2.17K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 54 | $2.13K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 51 | $2.00K | 0.00% | +51 | New |
| New England Capital Financial Advisors LLC | 50 | $1.97K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 49 | $1.91K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 39 | $1.53K | 0.00% | 00.0% | Unchanged |