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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 918 | $39.9K | 0.02% | +63+7.4% | Added |
| Frazier Financial Advisors, LLC | 925 | $40.2K | 0.03% | +426+85.4% | Added |
| Allworth Financial LP | 970 | $41.6K | 0.00% | +54+5.9% | Added |
| Paradigm Asset Management Co LLC | 1,000 | $43.5K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,074 | $46.7K | 0.02% | +1,074 | New |
| Bogart Wealth, LLC | 1,129 | $49.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,261 | $54.9K | 0.01% | +802+174.7% | Added |
| Fifth Third Bancorp | 1,361 | $59.2K | 0.00% | +765+128.4% | Added |
| Addison Advisors LLC | 1,458 | $63.4K | 0.02% | +409+39.0% | Added |
| JCIC Asset Management Inc. | 1,480 | $64.4K | 0.03% | −135−8.4% | Reduced |
| Bruce G. Allen Investments, LLC | 1,653 | $71.9K | 0.06% | +90+5.8% | Added |
| CIBC Private Wealth Group, LLC | 1,664 | $72.1K | 0.00% | +22+1.3% | Added |
| Jones Financial Companies LLLP | 1,757 | $76.4K | 0.00% | +704+66.9% | Added |
| FNY Investment Advisers, LLC | 1,800 | $78.0K | 0.05% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,826 | $79.4K | 0.00% | +1,468+410.1% | Added |
| NBC Securities, Inc. | 1,876 | $81.0K | 0.01% | +72+4.0% | Added |
| EverSource Wealth Advisors, LLC | 1,795 | $81.0K | 0.01% | +83+4.8% | Added |
| Umb Bank N A | 1,876 | $81.6K | 0.00% | −2−0.1% | Reduced |
| Huntington National Bank | 1,896 | $82.5K | 0.00% | −167−8.1% | Reduced |
| Grove Bank & Trust | 2,086 | $90.7K | 0.01% | −62−2.9% | Reduced |
| JFS Wealth Advisors, LLC | 2,238 | $97.4K | 0.01% | −19−0.8% | Reduced |
| Rosenberg Matthew Hamilton | 2,345 | $102.7K | 0.03% | −297−11.2% | Reduced |
| National Bank of Canada | 2,356 | $103.0K | 0.00% | −500−17.5% | Reduced |
| TD Private Client Wealth LLC | 2,523 | $109.8K | 0.00% | +2,412+2,173.0% | Added |
| Tower Research Capital LLC (TRC) | 2,596 | $112.9K | 0.00% | −27,229−91.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,700 | $117.5K | 0.00% | −325−10.7% | Reduced |
| PEAK6 Investments LLC | 3,077 | $133.8K | 0.01% | −11,935−79.5% | Reduced |
| Barometer Capital Management Inc. | 3,080 | $134.0K | 0.05% | −4,600−59.9% | Reduced |
| Principal Securities, Inc. | 3,394 | $147.6K | 0.00% | +285+9.2% | Added |
| Farther Finance Advisors, LLC | 3,722 | $163.1K | 0.01% | +877+30.8% | Added |
| Ashton Thomas Private Wealth, LLC | 3,908 | $170.0K | 0.01% | −1,227−23.9% | Reduced |
| Contravisory Investment Management, Inc. | 4,547 | $197.8K | 0.04% | +207+4.8% | Added |
| Canopy Partners, LLC | 4,623 | $201.1K | 0.09% | +4,623 | New |
| Leo Wealth, LLC | 4,675 | $203.4K | 0.02% | −12,141−72.2% | Reduced |
| Gitterman Wealth Management, LLC | 4,699 | $204.4K | 0.08% | +4,699 | New |
| GAMMA Investing LLC | 4,715 | $205.1K | 0.03% | +1,247+36.0% | Added |
| Lighthouse Investment Partners, LLC | 4,735 | $206.0K | 0.01% | +4,735 | New |
| Seven Mile Advisory | 4,742 | $206.3K | 0.15% | +4,742 | New |
| Perigon Wealth Management, LLC | 4,768 | $207.4K | 0.01% | +4,768 | New |
| Principal Street Partners, LLC | 4,786 | $208.2K | 0.04% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 4,877 | $212.2K | 0.07% | −895−15.5% | Reduced |
| Merit Financial Group, LLC | 4,946 | $215.2K | 0.00% | +4,946 | New |
| Angeles Investment Advisors, LLC | 4,950 | $215.3K | 0.01% | +4,950 | New |
| Clear Street Markets LLC | 5,000 | $218.0K | 0.08% | −46−0.9% | Reduced |
| Trust Point Inc. | 5,015 | $218.2K | 0.02% | −414−7.6% | Reduced |
| Geneos Wealth Management Inc. | 5,049 | $219.6K | 0.01% | −530−9.5% | Reduced |
| Cornerstone Wealth Management, LLC | 5,163 | $224.6K | 0.02% | +64+1.3% | Added |
| Brown Advisory Inc | 5,223 | $227.2K | 0.00% | +5,223 | New |
| Fortitude Family Office, LLC | 5,336 | $232.1K | 0.13% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,416 | $235.6K | 0.00% | +346+6.8% | Added |
| Waldron Private Wealth LLC | 5,425 | $236.0K | 0.01% | +123+2.3% | Added |
| Catalina Capital Group, LLC | 5,432 | $236.3K | 0.09% | +5,432 | New |
| Walleye Capital LLC | 5,493 | $238.9K | 0.00% | +4,920+858.6% | Added |
| Waters Parkerson & Co., LLC | 5,500 | $239.0K | 0.01% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 5,496 | $239.1K | 0.14% | −69−1.2% | Reduced |
| Rathbone Brothers plc | 5,600 | $243.6K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 5,601 | $243.6K | 0.01% | +5,601 | New |
| Callan Capital, LLC | 5,633 | $245.0K | 0.02% | +5,633 | New |
| Keybank National Association | 5,646 | $245.6K | 0.00% | +316+5.9% | Added |
| Werba Rubin Papier Wealth Management | 5,680 | $247.1K | 0.07% | +5,680 | New |
| Abel Hall, LLC | 5,964 | $259.4K | 0.18% | +567+10.5% | Added |
| Kathmere Capital Management, LLC | 5,978 | $260.0K | 0.03% | +5,978 | New |
| Baldwin Investment Management, LLC | 6,006 | $261.3K | 0.04% | −8−0.1% | Reduced |
| 180 Wealth Advisors, LLC | 6,036 | $261.7K | 0.04% | +338+5.9% | Added |
| Simplicity Wealth,LLC | 6,118 | $266.1K | 0.01% | +49+0.8% | Added |
| Bleakley Financial Group, LLC | 6,118 | $266.1K | 0.01% | +49+0.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,195 | $269.5K | 0.01% | −170−2.7% | Reduced |
| Westover Capital Advisors, LLC | 6,200 | $269.7K | 0.07% | +6,200 | New |
| MRP Capital Investments, LLC | 6,205 | $269.9K | 0.25% | −15,250−71.1% | Reduced |
| Drive Wealth Management, LLC | 6,364 | $276.8K | 0.07% | +273+4.5% | Added |
| Assetmark, Inc | 6,367 | $277.0K | 0.00% | +5,569+697.9% | Added |
| Sonoma Private Wealth LLC | 6,432 | $279.8K | 0.45% | +136+2.2% | Added |
| Hexagon Capital Partners LLC | 6,440 | $280.1K | 0.06% | +135+2.1% | Added |
| Moors & Cabot, Inc. | 6,497 | $282.6K | 0.02% | +6,497 | New |
| Smartleaf Asset Management LLC | 6,467 | $282.8K | 0.05% | +493+8.3% | Added |
| Lester Murray Antman dba SimplyRich | 6,723 | $292.0K | 0.09% | +216+3.3% | Added |
| Beacon Pointe Advisors, LLC | 6,770 | $294.5K | 0.00% | −194−2.8% | Reduced |
| Summit Trail Advisors, LLC | 6,795 | $295.6K | 0.01% | +6,795 | New |
| Linden Thomas Advisory Services, LLC | 6,837 | $297.4K | 0.05% | +1,103+19.2% | Added |
| Cromwell Holdings LLC | 6,967 | $303.1K | 0.18% | +6,967 | New |
| HSBC Holdings PLC | 6,991 | $304.1K | 0.00% | +6,991 | New |
| Wedmont Private Capital | 6,949 | $304.2K | 0.02% | +2,007+40.6% | Added |
| Lido Advisors, LLC | 7,144 | $310.8K | 0.00% | +7,144 | New |
| Thrivent Financial for Lutherans | 7,262 | $316.0K | 0.00% | +7,262 | New |
| Keel Point, LLC | 7,660 | $321.7K | 0.03% | +642+9.1% | Added |
| AE Wealth Management LLC | 7,547 | $328.3K | 0.00% | −120−1.6% | Reduced |
| Ronald Blue Trust, Inc. | 8,344 | $328.4K | 0.00% | +7,761+1,331.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 7,561 | $328.9K | 0.00% | −14,526−65.8% | Reduced |
| New York State Common Retirement Fund | 7,682 | $334.2K | 0.00% | +3,003+64.2% | Added |
| Optas, LLC | 7,886 | $343.0K | 0.09% | +367+4.9% | Added |
| American Trust Investment Advisors, LLC | 7,890 | $343.2K | 0.17% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 7,927 | $344.8K | 0.01% | −53−0.7% | Reduced |
| Mission Wealth Management, LP | 7,948 | $345.8K | 0.01% | +1,637+25.9% | Added |
| Deutsche Bank AG | 7,971 | $346.7K | 0.00% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 8,045 | $350.0K | 0.04% | +8,045 | New |
| Mesirow Financial Investment Management, Inc. | 8,101 | $352.4K | 0.01% | −1,000−11.0% | Reduced |
| Traveka Wealth, LLC | 8,251 | $358.9K | 0.18% | +1,438+21.1% | Added |
| Aprio Wealth Management, LLC | 8,482 | $369.0K | 0.07% | +3,065+56.6% | Added |
| Henshaw Capital LLC | 8,496 | $369.6K | 0.02% | +302+3.7% | Added |