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, Q2 2024
Institutional positions in HSBC Holdings PLC as of Jun 30, 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
- 419
- +11 vs. Q1 2024
- Shares held
- 56.4M
- +1.59M (+2.9%) vs. Q1 2024
- Total value
- $2.36B
- +$263.8M (+12.6%) vs. Q1 2024
- New holders
- 54
- 177 more added
- Sold out
- 43
- 111 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 11,159,796 | $485.5M | 0.13% | −244,267−2.1% | Reduced |
| Morgan Stanley | 6,450,529 | $280.6M | 0.02% | +296,570+4.8% | Added |
| Goldman Sachs Group Inc | 5,753,147 | $250.3M | 0.05% | +350,876+6.5% | Added |
| Sanders Capital, LLC | 2,986,670 | $129.9M | 0.20% | −1400.0% | Reduced |
| Bank of America Corp | 2,819,805 | $122.7M | 0.01% | −779,537−21.7% | Reduced |
| BlackRock Inc. | 2,414,992 | $105.1M | 0.00% | +272,119+12.7% | Added |
| Northern Trust Corp | 1,903,966 | $82.8M | 0.01% | −6,587−0.3% | Reduced |
| FMR LLC | 1,692,446 | $73.6M | 0.00% | +917,206+118.3% | Added |
| Citigroup Inc | 1,473,542 | $64.1M | 0.06% | −4,625−0.3% | Reduced |
| Nomura Holdings Inc | 1,087,712 | $47.3M | 0.30% | +1,017,761+1,455.0% | Added |
| Royal Bank of Canada | 883,615 | $38.4M | 0.01% | +9,002+1.0% | Added |
| American Century Companies Inc | 850,842 | $37.0M | 0.02% | +37,781+4.6% | Added |
| Cookson Peirce & Co Inc | 697,371 | $30.3M | 1.46% | +93,979+15.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 494,150 | $21.5M | 0.07% | −510,224−50.8% | Reduced |
| Groupama Asset Managment | 2,451,392 | $21.2M | 0.44% | +558,799+29.5% | Added |
| Franklin Resources Inc | 465,922 | $20.3M | 0.01% | +5,218+1.1% | Added |
| Renaissance Technologies LLC | 449,365 | $19.5M | 0.03% | −95,778−17.6% | Reduced |
| Crossmark Global Holdings, Inc. | 432,606 | $18.8M | 0.36% | −6,713−1.5% | Reduced |
| Envestnet Asset Management Inc | 431,427 | $18.8M | 0.01% | −73,710−14.6% | Reduced |
| Natixis Advisors, L.P. | 413,789 | $18.0M | 0.04% | +74,980+22.1% | Added |
| Raymond James & Associates | 361,416 | $15.7M | 0.01% | +9,323+2.6% | Added |
| QRG Capital Management, Inc. | 302,994 | $13.2M | 0.16% | +48,366+19.0% | Added |
| Wells Fargo & Company | 302,271 | $13.1M | 0.00% | −42,379−12.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 242,286 | $10.5M | 0.11% | +65,934+37.4% | Added |
| Meritage Portfolio Management | 234,196 | $10.2M | 0.64% | −3,373−1.4% | Reduced |
| Citadel Advisors LLC | 209,607 | $9.12M | 0.01% | +396+0.2% | Added |
| Creative Planning | 202,927 | $8.83M | 0.01% | +37,015+22.3% | Added |
| Quantinno Capital Management LP | 191,784 | $8.34M | 0.15% | +107,118+126.5% | Added |
| Charles Schwab Investment Management Inc | 188,253 | $8.19M | 0.00% | +47,586+33.8% | Added |
| Millennium Management LLC | 187,124 | $8.14M | 0.01% | −104,670−35.9% | Reduced |
| Ethic Inc. | 183,613 | $7.99M | 0.19% | +22,716+14.1% | Added |
| Ameriprise Financial Inc | 173,003 | $7.53M | 0.00% | −15,608−8.3% | Reduced |
| American Assets Investment Management, LLC | 166,918 | $7.26M | 0.68% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 163,923 | $7.13M | 0.02% | +19,670+13.6% | Added |
| Promethos Capital, LLC | 163,598 | $7.13M | 2.70% | +366+0.2% | Added |
| Mariner, LLC | 161,037 | $7.01M | 0.01% | +19,139+13.5% | Added |
| Parallax Volatility Advisers, L.P. | 160,104 | $6.96M | 0.18% | +160,104 | New |
| CWM, LLC | 158,986 | $6.92M | 0.03% | −8,467−5.1% | Reduced |
| Pathstone Holdings, LLC | 158,215 | $6.88M | 0.03% | +18,505+13.2% | Added |
| Renaissance Group LLC | 154,829 | $6.74M | 0.26% | −5,387−3.4% | Reduced |
| Bank of New York Mellon Corp | 134,645 | $5.86M | 0.00% | +6,377+5.0% | Added |
| HighTower Advisors, LLC | 133,766 | $5.81M | 0.01% | −14,022−9.5% | Reduced |
| US Bancorp | 131,680 | $5.73M | 0.01% | +39,118+42.3% | Added |
| Qube Research & Technologies Ltd | 131,677 | $5.73M | 0.01% | −149,561−53.2% | Reduced |
| Neuberger Berman Group LLC | 130,848 | $5.69M | 0.00% | +792+0.6% | Added |
| Hennessy Advisors Inc | 129,800 | $5.65M | 0.21% | −2,600−2.0% | Reduced |
| LPL Financial LLC | 123,193 | $5.36M | 0.00% | +29,363+31.3% | Added |
| Insight Folios Inc | 121,533 | $5.29M | 2.17% | +4,935+4.2% | Added |
| SEI Investments Co | 119,144 | $5.18M | 0.01% | +6,174+5.5% | Added |
| M&T Bank Corp | 116,709 | $5.08M | 0.02% | +3,720+3.3% | Added |
| Stamos Capital Partners, L.P. | 115,200 | $5.01M | 1.06% | −10,770−8.5% | Reduced |
| Ramirez Asset Management, Inc. | 115,024 | $5.00M | 1.02% | −6,229−5.1% | Reduced |
| Manatuck Hill Partners, LLC | 107,448 | $4.67M | 2.06% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 101,449 | $4.41M | 0.15% | +29,637+41.3% | Added |
| Stifel Financial Corp | 98,662 | $4.29M | 0.00% | +38,542+64.1% | Added |
| Naviter Wealth, LLC | 90,808 | $3.95M | 0.59% | +4,404+5.1% | Added |
| UBS Group AG | 90,308 | $3.93M | 0.00% | −40,993−31.2% | Reduced |
| JustInvest LLC | 81,273 | $3.54M | 0.07% | +15,513+23.6% | Added |
| GQG Partners LLC | 78,624 | $3.42M | 0.01% | +3,257+4.3% | Added |
| Bank of Montreal | 76,425 | $3.35M | 0.00% | −64,576−45.8% | Reduced |
| Cresset Asset Management, LLC | 76,438 | $3.33M | 0.01% | +13,719+21.9% | Added |
| Russell Investments Group, Ltd. | 24,358 | $3.16M | 0.01% | +6,170+33.9% | Added |
| Catalyst Capital Advisors LLC | 68,850 | $2.99M | 0.07% | −150−0.2% | Reduced |
| Jane Street Group, LLC | 68,539 | $2.98M | 0.00% | −551,514−88.9% | Reduced |
| Old Port Advisors | 65,465 | $2.85M | 0.85% | −1,320−2.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 64,999 | $2.83M | 0.15% | −61,325−48.5% | Reduced |
| MML Investors Services, LLC | 64,711 | $2.81M | 0.01% | +4,391+7.3% | Added |
| Wetherby Asset Management Inc | 61,428 | $2.67M | 0.13% | +1,064+1.8% | Added |
| Acadian Asset Management LLC | 61,003 | $2.65M | 0.01% | +45,553+294.8% | Added |
| Yousif Capital Management, LLC | 60,718 | $2.64M | 0.03% | −5,390−8.2% | Reduced |
| Frank, Rimerman Advisors LLC | 59,549 | $2.59M | 0.18% | +59,549 | New |
| West Family Investments, Inc. | 58,153 | $2.53M | 0.76% | +1,169+2.1% | Added |
| Commonwealth Equity Services, LLC | 56,520 | $2.46M | 0.00% | +6,784+13.6% | Added |
| Cerity Partners LLC | 55,593 | $2.42M | 0.01% | −33,543−37.6% | Reduced |
| AQR Capital Management LLC | 54,116 | $2.35M | 0.00% | +13,698+33.9% | Added |
| Brandes Investment Partners, LP | 52,408 | $2.28M | 0.03% | −3,021−5.5% | Reduced |
| Signaturefd, LLC | 52,449 | $2.28M | 0.05% | +7,598+16.9% | Added |
| Vident Advisory, LLC | 52,147 | $2.27M | 0.06% | +6,353+13.9% | Added |
| Janney Montgomery Scott LLC | 52,077 | $2.27M | 0.01% | −3,979−7.1% | Reduced |
| Susquehanna International Group, LLP | 51,561 | $2.24M | 0.00% | +19,832+62.5% | Added |
| The PNC Financial Services Group, Inc. | 51,371 | $2.23M | 0.00% | −5,460−9.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 50,229 | $2.18M | 0.00% | −2,031−3.9% | Reduced |
| Veriti Management LLC | 49,592 | $2.16M | 0.13% | +2,402+5.1% | Added |
| CI Private Wealth, LLC | 47,566 | $2.07M | 0.00% | +172+0.4% | Added |
| Barclays PLC | 41,747 | $1.82M | 0.00% | +1,540+3.8% | Added |
| Earnest Partners LLC | 41,298 | $1.80M | 0.01% | −3,032−6.8% | Reduced |
| Captrust Financial Advisors | 41,047 | $1.79M | 0.01% | +6,724+19.6% | Added |
| CIBC World Markets Inc. | 38,829 | $1.69M | 0.00% | −1,813−4.5% | Reduced |
| Richard P Slaughter Associates Inc | 38,245 | $1.66M | 0.39% | +1,614+4.4% | Added |
| Brinker Capital Investments, LLC | 37,187 | $1.62M | 0.02% | +3,103+9.1% | Added |
| Orion Portfolio Solutions, LLC | 37,187 | $1.62M | 0.02% | +3,103+9.1% | Added |
| Advisor Group Holdings, Inc. | 37,155 | $1.62M | 0.00% | −1,404−3.6% | Reduced |
| Truist Financial Corp | 36,480 | $1.59M | 0.00% | +1,481+4.2% | Added |
| Thoroughbred Financial Services, LLC | 35,731 | $1.55M | 0.10% | +525+1.5% | Added |
| Cetera Investment Advisers | 35,222 | $1.53M | 0.00% | +523+1.5% | Added |
| Lazard Asset Management LLC | 35,192 | $1.53M | 0.00% | −4,790−12.0% | Reduced |
| Wintrust Investments LLC | 35,122 | $1.53M | 0.12% | −248−0.7% | Reduced |
| CAPROCK Group, Inc. | 35,076 | $1.53M | 0.06% | +15,787+81.8% | Added |
| Oppenheimer & Co Inc | 34,100 | $1.48M | 0.02% | −1,524−4.3% | Reduced |
| Qtron Investments LLC | 33,080 | $1.44M | 0.21% | +3,003+10.0% | Added |