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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 8,522 | $370.7K | 0.01% | +164+2.0% | Added |
| Allie Family Office LLC | 8,504 | $378.0K | 0.23% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 8,713 | $379.0K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 8,741 | $380.2K | 0.01% | +3,056+53.8% | Added |
| Gallacher Capital Management LLC | 8,856 | $385.3K | 0.20% | +355+4.2% | Added |
| Sivia Capital Partners, LLC | 8,857 | $385.3K | 0.26% | +1,607+22.2% | Added |
| Courier Capital LLC | 8,904 | $387.3K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 9,027 | $392.7K | 0.06% | +30.0% | Added |
| HighMark Wealth Management LLC | 9,077 | $394.9K | 0.24% | +20.0% | Added |
| Lindbrook Capital, LLC | 9,173 | $399.0K | 0.04% | +356+4.0% | Added |
| Five Oceans Advisors | 9,572 | $416.4K | 0.22% | +1,613+20.3% | Added |
| Nations Financial Group Inc, | 9,682 | $421.2K | 0.03% | +120+1.3% | Added |
| Boston Private Wealth LLC | 9,826 | $427.4K | 0.01% | −2,041−17.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 9,896 | $430.5K | 0.00% | +786+8.6% | Added |
| Investors Research Corp | 9,966 | $433.5K | 0.10% | −300−2.9% | Reduced |
| Parallel Advisors, LLC | 10,079 | $438.4K | 0.01% | +1,180+13.3% | Added |
| Two Sigma Investments, LP | 10,100 | $439.4K | 0.00% | +10,100 | New |
| HighPoint Advisor Group LLC | 10,261 | $447.0K | 0.03% | +885+9.4% | Added |
| Savant Capital, LLC | 10,333 | $449.5K | 0.00% | +3,772+57.5% | Added |
| Atria Investments LLC | 10,731 | $466.8K | 0.01% | +10,731 | New |
| Simplex Trading, LLC | 10,762 | $468.0K | 0.02% | −22,392−67.5% | Reduced |
| Gradient Investments LLC | 11,024 | $479.5K | 0.01% | +20+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,191 | $487.0K | 0.00% | −866−7.2% | Reduced |
| Cooper Financial Group | 11,393 | $495.6K | 0.07% | −62−0.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 11,500 | $500.3K | 0.07% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 11,603 | $505.0K | 0.19% | +11,603 | New |
| Dynamic Advisor Solutions LLC | 11,717 | $509.7K | 0.02% | +2,981+34.1% | Added |
| BKM Wealth Management, LLC | 6,714 | $514.0K | 0.25% | −6,222−48.1% | Reduced |
| Susquehanna International Group Ltd. | 11,994 | $521.7K | 0.13% | +11,994 | New |
| Blair William & Co | 12,056 | $524.4K | 0.00% | −368−3.0% | Reduced |
| Avantax Advisory Services, Inc. | 12,152 | $528.6K | 0.00% | +12,152 | New |
| GWM Advisors LLC | 12,189 | $530.2K | 0.00% | +8,692+248.6% | Added |
| BSW Wealth Partners | 12,383 | $538.7K | 0.09% | +545+4.6% | Added |
| Global Retirement Partners, LLC | 12,595 | $547.9K | 0.02% | +1,788+16.5% | Added |
| SeaBridge Investment Advisors LLC | 12,653 | $550.4K | 0.14% | −4,672−27.0% | Reduced |
| Cable Hill Partners, LLC | 12,669 | $551.1K | 0.06% | +12,669 | New |
| Sage Rhino Capital LLC | 12,713 | $553.0K | 0.13% | +34+0.3% | Added |
| Legacy Wealth Asset Management, LLC | 13,051 | $567.7K | 0.16% | +230+1.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,165 | $572.7K | 0.03% | +13,165 | New |
| Ieq Capital, LLC | 13,535 | $588.8K | 0.01% | +3,513+35.1% | Added |
| Two Sigma Securities, LLC | 13,614 | $592.2K | 0.03% | +13,614 | New |
| Susquehanna International Securities, Ltd. | 13,654 | $593.9K | 0.22% | −98,929−87.9% | Reduced |
| Prospera Financial Services Inc | 13,871 | $603.4K | 0.02% | −64−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 13,920 | $605.5K | 0.01% | −315−2.2% | Reduced |
| Schechter Investment Advisors, LLC | 14,107 | $613.7K | 0.05% | +730+5.5% | Added |
| Henry James International Management, Inc. | 14,172 | $616.5K | 0.22% | +81+0.6% | Added |
| PDS Planning, Inc | 14,412 | $626.9K | 0.06% | +1,077+8.1% | Added |
| Prudential Financial Inc | 14,528 | $632.0K | 0.00% | +3,138+27.6% | Added |
| Clarius Group, LLC | 14,572 | $633.9K | 0.04% | −2,642−15.3% | Reduced |
| Virtu Financial LLC | 14,588 | $635.0K | 0.04% | −6,339−30.3% | Reduced |
| FORA Capital, LLC | 14,762 | $642.1K | 0.08% | +14,762 | New |
| State Street Corp | 14,767 | $642.4K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 14,786 | $643.2K | 0.02% | −497−3.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,890 | $647.7K | 0.00% | +4,547+44.0% | Added |
| Sanctuary Advisors, LLC | 15,597 | $653.5K | 0.00% | +15,597 | New |
| TD Waterhouse Canada Inc. | 14,948 | $654.6K | 0.01% | −261−1.7% | Reduced |
| Profund Advisors LLC | 15,564 | $677.0K | 0.03% | −3,137−16.8% | Reduced |
| Crumly & Associates Inc. | 15,970 | $694.7K | 0.20% | +287+1.8% | Added |
| Guggenheim Capital LLC | 16,105 | $700.6K | 0.01% | +7,067+78.2% | Added |
| Legacy Financial Advisors, Inc. | 16,388 | $712.9K | 0.13% | +818+5.3% | Added |
| Pitcairn Co | 16,537 | $719.4K | 0.04% | +2,122+14.7% | Added |
| Pzena Investment Management LLC | 16,938 | $736.8K | 0.00% | −107−0.6% | Reduced |
| CSS LLC | 17,100 | $743.9K | 0.05% | +7,500+78.1% | Added |
| Ignite Planners, LLC | 17,202 | $746.7K | 0.18% | −957−5.3% | Reduced |
| Founders Financial Securities LLC | 17,232 | $749.6K | 0.07% | −135−0.8% | Reduced |
| Horizon Investments, LLC | 17,238 | $749.9K | 0.02% | −214−1.2% | Reduced |
| Aaron Wealth Advisors | 17,275 | $751.5K | 0.10% | +2,877+20.0% | Added |
| Ellevest, Inc. | 17,826 | $775.4K | 0.05% | +2,572+16.9% | Added |
| Caas Capital Management LP | 18,193 | $791.4K | 1.48% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 18,900 | $822.1K | 0.00% | −10,200−35.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,079 | $829.9K | 0.00% | +4,337+29.4% | Added |
| Level Four Advisory Services, LLC | 19,079 | $830.0K | 0.04% | +2,479+14.9% | Added |
| Greenleaf Trust | 19,178 | $834.2K | 0.01% | +9,262+93.4% | Added |
| Americana Partners, LLC | 19,235 | $836.7K | 0.07% | +5,022+35.3% | Added |
| BNP Paribas Arbitrage, SA | 19,380 | $843.0K | 0.00% | +18,698+2,741.6% | Added |
| D.A. Davidson & Co. | 19,634 | $854.1K | 0.01% | +70.0% | Added |
| RSM US Wealth Management LLC | 19,686 | $861.7K | 0.01% | +19,686 | New |
| Syon Capital LLC | 19,902 | $865.7K | 0.08% | +1,030+5.5% | Added |
| Invesco Ltd. | 19,902 | $865.8K | 0.00% | −15,918−44.4% | Reduced |
| RBF Capital, LLC | 20,000 | $870.0K | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 20,200 | $878.7K | 0.03% | +20,200 | New |
| McDonald Partners LLC | 20,726 | $901.6K | 0.24% | +1,211+6.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,132 | $919.2K | 0.00% | +733+3.6% | Added |
| IFP Advisors, Inc | 21,565 | $938.1K | 0.04% | +16,170+299.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 21,943 | $954.5K | 0.50% | −242−1.1% | Reduced |
| Wedbush Securities Inc | 22,652 | $985.0K | 0.04% | −5,465−19.4% | Reduced |
| Ballentine Partners, LLC | 22,770 | $990.5K | 0.02% | +9,161+67.3% | Added |
| Gabelli Funds LLC | 23,000 | $1.00M | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 23,000 | $1.00M | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 23,155 | $1.01M | 0.00% | −2,649−10.3% | Reduced |
| United Capital Financial Advisers, LLC | 23,157 | $1.01M | 0.01% | +555+2.5% | Added |
| Dorsey & Whitney Trust CO LLC | 23,226 | $1.01M | 0.07% | +61+0.3% | Added |
| Checchi Capital Advisers, LLC | 23,482 | $1.02M | 0.08% | +637+2.8% | Added |
| Glenmede Trust Co NA | 23,943 | $1.04M | 0.01% | +5,513+29.9% | Added |
| Miracle Mile Advisors, LLC | 24,782 | $1.08M | 0.03% | −403−1.6% | Reduced |
| Morningstar Investment Services LLC | 24,814 | $1.08M | 0.01% | −273−1.1% | Reduced |
| Davenport & Co LLC | 25,494 | $1.11M | 0.01% | −90.0% | Reduced |
| Sequoia Financial Advisors, LLC | 26,238 | $1.14M | 0.01% | +211+0.8% | Added |
| Vise Technologies, Inc. | 26,299 | $1.14M | 0.20% | +2,206+9.2% | Added |
| Private Advisor Group, LLC | 26,397 | $1.15M | 0.01% | +648+2.5% | Added |