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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 26,801 | $1.17M | 0.02% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 26,628 | $1.17M | 0.01% | −118−0.4% | Reduced |
| Lake Street Advisors Group, LLC | 27,045 | $1.18M | 0.06% | −1,322−4.7% | Reduced |
| Foresight Capital Management Advisors, Inc. | 27,183 | $1.18M | 0.80% | +880+3.3% | Added |
| Karpas Strategies, LLC | 27,200 | $1.18M | 0.37% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 27,237 | $1.18M | 0.09% | +10,816+65.9% | Added |
| JPMorgan Chase & Co | 27,921 | $1.21M | 0.00% | +12,841+85.2% | Added |
| Ativo Capital Management LLC | 28,843 | $1.25M | 1.30% | −202−0.7% | Reduced |
| LGT Group Foundation | 29,555 | $1.29M | 0.02% | −1,250−4.1% | Reduced |
| Orleans Capital Management Corp | 30,555 | $1.33M | 0.84% | +1,450+5.0% | Added |
| Rhumbline Advisers | 30,667 | $1.33M | 0.00% | +365+1.2% | Added |
| Flow Traders U.S. LLC | 30,719 | $1.34M | 0.07% | +30,719 | New |
| Advisors Asset Management, Inc. | 31,038 | $1.35M | 0.03% | +6,172+24.8% | Added |
| Raelipskie Partnership | 31,086 | $1.35M | 0.72% | −1,600−4.9% | Reduced |
| MAI Capital Management | 31,133 | $1.35M | 0.01% | +1,539+5.2% | Added |
| Quadrant Capital Group LLC | 31,865 | $1.39M | 0.10% | +1,843+6.1% | Added |
| Regions Financial Corp | 31,946 | $1.39M | 0.01% | −4,148−11.5% | Reduced |
| Pacer Advisors, Inc. | 32,676 | $1.42M | 0.00% | −1,780−5.2% | Reduced |
| Park Avenue Securities LLC | 32,832 | $1.43M | 0.02% | +4,758+16.9% | Added |
| Qtron Investments LLC | 33,080 | $1.44M | 0.21% | +3,003+10.0% | Added |
| Oppenheimer & Co Inc | 34,100 | $1.48M | 0.02% | −1,524−4.3% | Reduced |
| CAPROCK Group, Inc. | 35,076 | $1.53M | 0.06% | +15,787+81.8% | Added |
| Wintrust Investments LLC | 35,122 | $1.53M | 0.12% | −248−0.7% | Reduced |
| Lazard Asset Management LLC | 35,192 | $1.53M | 0.00% | −4,790−12.0% | Reduced |
| Cetera Investment Advisers | 35,222 | $1.53M | 0.00% | +523+1.5% | Added |
| Thoroughbred Financial Services, LLC | 35,731 | $1.55M | 0.10% | +525+1.5% | Added |
| Truist Financial Corp | 36,480 | $1.59M | 0.00% | +1,481+4.2% | Added |
| Advisor Group Holdings, Inc. | 37,155 | $1.62M | 0.00% | −1,404−3.6% | Reduced |
| 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 |
| Richard P Slaughter Associates Inc | 38,245 | $1.66M | 0.39% | +1,614+4.4% | Added |
| CIBC World Markets Inc. | 38,829 | $1.69M | 0.00% | −1,813−4.5% | Reduced |
| Captrust Financial Advisors | 41,047 | $1.79M | 0.01% | +6,724+19.6% | Added |
| Earnest Partners LLC | 41,298 | $1.80M | 0.01% | −3,032−6.8% | Reduced |
| Barclays PLC | 41,747 | $1.82M | 0.00% | +1,540+3.8% | Added |
| CI Private Wealth, LLC | 47,566 | $2.07M | 0.00% | +172+0.4% | Added |
| Veriti Management LLC | 49,592 | $2.16M | 0.13% | +2,402+5.1% | Added |
| Northwestern Mutual Wealth Management Co | 50,229 | $2.18M | 0.00% | −2,031−3.9% | Reduced |
| The PNC Financial Services Group, Inc. | 51,371 | $2.23M | 0.00% | −5,460−9.6% | Reduced |
| Susquehanna International Group, LLP | 51,561 | $2.24M | 0.00% | +19,832+62.5% | Added |
| Janney Montgomery Scott LLC | 52,077 | $2.27M | 0.01% | −3,979−7.1% | Reduced |
| Vident Advisory, LLC | 52,147 | $2.27M | 0.06% | +6,353+13.9% | Added |
| Signaturefd, LLC | 52,449 | $2.28M | 0.05% | +7,598+16.9% | Added |
| Brandes Investment Partners, LP | 52,408 | $2.28M | 0.03% | −3,021−5.5% | Reduced |
| AQR Capital Management LLC | 54,116 | $2.35M | 0.00% | +13,698+33.9% | Added |
| Cerity Partners LLC | 55,593 | $2.42M | 0.01% | −33,543−37.6% | Reduced |
| Commonwealth Equity Services, LLC | 56,520 | $2.46M | 0.00% | +6,784+13.6% | Added |
| West Family Investments, Inc. | 58,153 | $2.53M | 0.76% | +1,169+2.1% | Added |
| Frank, Rimerman Advisors LLC | 59,549 | $2.59M | 0.18% | +59,549 | New |
| Yousif Capital Management, LLC | 60,718 | $2.64M | 0.03% | −5,390−8.2% | Reduced |
| Acadian Asset Management LLC | 61,003 | $2.65M | 0.01% | +45,553+294.8% | Added |
| Wetherby Asset Management Inc | 61,428 | $2.67M | 0.13% | +1,064+1.8% | Added |
| MML Investors Services, LLC | 64,711 | $2.81M | 0.01% | +4,391+7.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 64,999 | $2.83M | 0.15% | −61,325−48.5% | Reduced |
| Old Port Advisors | 65,465 | $2.85M | 0.85% | −1,320−2.0% | Reduced |
| Jane Street Group, LLC | 68,539 | $2.98M | 0.00% | −551,514−88.9% | Reduced |
| Catalyst Capital Advisors LLC | 68,850 | $2.99M | 0.07% | −150−0.2% | Reduced |
| Russell Investments Group, Ltd. | 24,358 | $3.16M | 0.01% | +6,170+33.9% | Added |
| Cresset Asset Management, LLC | 76,438 | $3.33M | 0.01% | +13,719+21.9% | Added |
| Bank of Montreal | 76,425 | $3.35M | 0.00% | −64,576−45.8% | Reduced |
| GQG Partners LLC | 78,624 | $3.42M | 0.01% | +3,257+4.3% | Added |
| JustInvest LLC | 81,273 | $3.54M | 0.07% | +15,513+23.6% | Added |
| UBS Group AG | 90,308 | $3.93M | 0.00% | −40,993−31.2% | Reduced |
| Naviter Wealth, LLC | 90,808 | $3.95M | 0.59% | +4,404+5.1% | Added |
| Stifel Financial Corp | 98,662 | $4.29M | 0.00% | +38,542+64.1% | Added |
| Ritholtz Wealth Management | 101,449 | $4.41M | 0.15% | +29,637+41.3% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $4.67M | 2.06% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 115,024 | $5.00M | 1.02% | −6,229−5.1% | Reduced |
| Stamos Capital Partners, L.P. | 115,200 | $5.01M | 1.06% | −10,770−8.5% | Reduced |
| M&T Bank Corp | 116,709 | $5.08M | 0.02% | +3,720+3.3% | Added |
| SEI Investments Co | 119,144 | $5.18M | 0.01% | +6,174+5.5% | Added |
| Insight Folios Inc | 121,533 | $5.29M | 2.17% | +4,935+4.2% | Added |
| LPL Financial LLC | 123,193 | $5.36M | 0.00% | +29,363+31.3% | Added |
| Hennessy Advisors Inc | 129,800 | $5.65M | 0.21% | −2,600−2.0% | Reduced |
| Neuberger Berman Group LLC | 130,848 | $5.69M | 0.00% | +792+0.6% | Added |
| Qube Research & Technologies Ltd | 131,677 | $5.73M | 0.01% | −149,561−53.2% | Reduced |
| US Bancorp | 131,680 | $5.73M | 0.01% | +39,118+42.3% | Added |
| HighTower Advisors, LLC | 133,766 | $5.81M | 0.01% | −14,022−9.5% | Reduced |
| Bank of New York Mellon Corp | 134,645 | $5.86M | 0.00% | +6,377+5.0% | Added |
| Renaissance Group LLC | 154,829 | $6.74M | 0.26% | −5,387−3.4% | Reduced |
| Pathstone Holdings, LLC | 158,215 | $6.88M | 0.03% | +18,505+13.2% | Added |
| CWM, LLC | 158,986 | $6.92M | 0.03% | −8,467−5.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 160,104 | $6.96M | 0.18% | +160,104 | New |
| Mariner, LLC | 161,037 | $7.01M | 0.01% | +19,139+13.5% | Added |
| Promethos Capital, LLC | 163,598 | $7.13M | 2.70% | +366+0.2% | Added |
| Mercer Global Advisors Inc | 163,923 | $7.13M | 0.02% | +19,670+13.6% | Added |
| American Assets Investment Management, LLC | 166,918 | $7.26M | 0.68% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 173,003 | $7.53M | 0.00% | −15,608−8.3% | Reduced |
| Ethic Inc. | 183,613 | $7.99M | 0.19% | +22,716+14.1% | Added |
| Millennium Management LLC | 187,124 | $8.14M | 0.01% | −104,670−35.9% | Reduced |
| Charles Schwab Investment Management Inc | 188,253 | $8.19M | 0.00% | +47,586+33.8% | Added |
| Quantinno Capital Management LP | 191,784 | $8.34M | 0.15% | +107,118+126.5% | Added |
| Creative Planning | 202,927 | $8.83M | 0.01% | +37,015+22.3% | Added |
| Citadel Advisors LLC | 209,607 | $9.12M | 0.01% | +396+0.2% | Added |
| Meritage Portfolio Management | 234,196 | $10.2M | 0.64% | −3,373−1.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 242,286 | $10.5M | 0.11% | +65,934+37.4% | Added |
| Wells Fargo & Company | 302,271 | $13.1M | 0.00% | −42,379−12.3% | Reduced |
| QRG Capital Management, Inc. | 302,994 | $13.2M | 0.16% | +48,366+19.0% | Added |
| Raymond James & Associates | 361,416 | $15.7M | 0.01% | +9,323+2.6% | Added |
| Natixis Advisors, L.P. | 413,789 | $18.0M | 0.04% | +74,980+22.1% | Added |