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 |
|---|---|---|---|---|---|
| Macroview Investment Management LLC | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 7 | $304 | 0.00% | −414−98.3% | Reduced |
| Rakuten Securities, Inc. | 7 | $305 | 0.00% | −139−95.2% | Reduced |
| Toronto Dominion Bank | 12 | $522 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 13 | $566 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 16 | $682 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21 | $914 | 0.00% | +21 | New |
| Abound Wealth Management | 23 | $1.00K | 0.00% | −39−62.9% | Reduced |
| Pineridge Advisors LLC | 25 | $1.09K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 28 | $1.21K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 31 | $1.35K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33 | $1.44K | 0.00% | +33 | New |
| AXA S.A. | 33 | $1.44K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 39 | $1.70K | 0.00% | 00.0% | Unchanged |
| Brown Financial Advisors | 39 | $1.70K | 0.00% | +39 | New |
| Hazlett, Burt & Watson, Inc. | 49 | $2.00K | 0.00% | +3+6.5% | Added |
| Mendota Financial Group, LLC | 49 | $2.13K | 0.00% | +49 | New |
| ClariVest Asset Management LLC | 49 | $2.14K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $2.17K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 50 | $2.17K | 0.00% | +50 | New |
| Aspect Partners, LLC | 50 | $2.17K | 0.00% | +50 | New |
| LRI Investments, LLC | 51 | $2.21K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 54 | $2.35K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 55 | $2.39K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 70 | $3.04K | 0.00% | +70 | New |
| Mather Group, LLC. | 79 | $3.11K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 74 | $3.24K | 0.00% | +5+7.2% | Added |
| Wiser Advisor Group LLC | 76 | $3.27K | 0.01% | +4+5.6% | Added |
| FSC Wealth Advisors, LLC | 79 | $3.44K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 80 | $3.51K | 0.00% | +3+3.9% | Added |
| Creekmur Asset Management LLC | 81 | $3.52K | 0.00% | +81 | New |
| Sound Income Strategies, LLC | 83 | $3.61K | 0.00% | −41−33.1% | Reduced |
| Carolinas Wealth Consulting LLC | 84 | $3.65K | 0.00% | −12−12.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 87 | $3.79K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 89 | $3.87K | 0.00% | −6−6.3% | Reduced |
| North Star Investment Management Corp. | 90 | $3.92K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $4.38K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 105 | $4.57K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 108 | $4.70K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 110 | $4.79K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 120 | $4.85K | 0.00% | +43+55.8% | Added |
| JJJ Advisors Inc. | 112 | $4.87K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 114 | $4.96K | 0.00% | +114 | New |
| Highline Wealth Partners LLC | 131 | $5.70K | 0.00% | +131 | New |
| PrairieView Partners, LLC | 146 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $6.00K | 0.00% | +143 | New |
| Bell Investment Advisors, Inc | 145 | $6.31K | 0.00% | +38+35.5% | Added |
| Duncker Streett & Co Inc | 148 | $6.44K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 150 | $6.53K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 154 | $6.70K | 0.00% | +50+48.1% | Added |
| HHM Wealth Advisors, LLC | 158 | $6.87K | 0.00% | −593−79.0% | Reduced |
| Private Trust Co NA | 158 | $6.87K | 0.00% | +158 | New |
| Transamerica Financial Advisors, Inc. | 139 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 180 | $7.83K | 0.00% | +180 | New |
| Macquarie Group Ltd | 185 | $8.00K | 0.00% | +3+1.6% | Added |
| Valued Wealth Advisors LLC | 189 | $8.22K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 193 | $8.40K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 193 | $8.40K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 195 | $8.48K | 0.00% | +195 | New |
| Harbour Investments, Inc. | 245 | $10.6K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 246 | $10.7K | 0.00% | +14+6.0% | Added |
| First Horizon Advisors, Inc. | 249 | $10.9K | 0.00% | +66+36.1% | Added |
| Albion Financial Group | 251 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 254 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 303 | $13.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 305 | $13.3K | 0.00% | +146+91.8% | Added |
| Parkside Financial Bank & Trust | 306 | $13.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 325 | $14.1K | 0.00% | +300+1,200.0% | Added |
| Park Place Capital Corp | 329 | $14.3K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 335 | $14.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 404 | $17.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 427 | $18.6K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 433 | $18.8K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 433 | $18.9K | 0.00% | +29+7.2% | Added |
| Rothschild Investment LLC | 474 | $20.6K | 0.00% | +221+87.4% | Added |
| Accent Capital Management, LLC | 500 | $21.8K | 0.01% | +500 | New |
| Smithfield Trust Co | 500 | $22.0K | 0.00% | −60−10.7% | Reduced |
| GW&K Investment Management, LLC | 499 | $22.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 523 | $22.8K | 0.01% | 00.0% | Unchanged |
| GFS Advisors, LLC | 205,905 | $23.0K | 0.00% | +205,905 | New |
| HM Payson & Co | 556 | $24.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 604 | $26.3K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 613 | $26.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 643 | $28.0K | 0.00% | −2,038−76.0% | Reduced |
| AdvisorNet Financial, Inc | 664 | $28.9K | 0.00% | +14+2.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 677 | $29.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 689 | $30.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 697 | $30.3K | 0.00% | +56+8.7% | Added |
| Zions Bancorporation, N.A. | 769 | $33.5K | 0.00% | −354−31.5% | Reduced |
| RFP Financial Group LLC | 778 | $33.8K | 0.01% | −253−24.5% | Reduced |
| Hanson & Doremus Investment Management | 809 | $35.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 820 | $35.7K | 0.00% | −450−35.4% | Reduced |
| Family Firm, Inc. | 833 | $36.2K | 0.01% | +833 | New |
| Financial Management Professionals, Inc. | 857 | $37.0K | 0.01% | +57+7.1% | Added |
| Edmond de Rothschild Holding S.A. | 907 | $39.5K | 0.00% | 00.0% | Unchanged |