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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 431,427 | $18.8M | 0.01% | −73,710−14.6% | Reduced |
| Crossmark Global Holdings, Inc. | 432,606 | $18.8M | 0.36% | −6,713−1.5% | Reduced |
| Renaissance Technologies LLC | 449,365 | $19.5M | 0.03% | −95,778−17.6% | Reduced |
| Franklin Resources Inc | 465,922 | $20.3M | 0.01% | +5,218+1.1% | Added |
| Groupama Asset Managment | 2,451,392 | $21.2M | 0.44% | +558,799+29.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 494,150 | $21.5M | 0.07% | −510,224−50.8% | Reduced |
| Cookson Peirce & Co Inc | 697,371 | $30.3M | 1.46% | +93,979+15.6% | Added |
| American Century Companies Inc | 850,842 | $37.0M | 0.02% | +37,781+4.6% | Added |
| Royal Bank of Canada | 883,615 | $38.4M | 0.01% | +9,002+1.0% | Added |
| Nomura Holdings Inc | 1,087,712 | $47.3M | 0.30% | +1,017,761+1,455.0% | Added |
| Citigroup Inc | 1,473,542 | $64.1M | 0.06% | −4,625−0.3% | Reduced |
| FMR LLC | 1,692,446 | $73.6M | 0.00% | +917,206+118.3% | Added |
| Northern Trust Corp | 1,903,966 | $82.8M | 0.01% | −6,587−0.3% | Reduced |
| BlackRock Inc. | 2,414,992 | $105.1M | 0.00% | +272,119+12.7% | Added |
| Bank of America Corp | 2,819,805 | $122.7M | 0.01% | −779,537−21.7% | Reduced |
| Sanders Capital, LLC | 2,986,670 | $129.9M | 0.20% | −1400.0% | Reduced |
| Goldman Sachs Group Inc | 5,753,147 | $250.3M | 0.05% | +350,876+6.5% | Added |
| Morgan Stanley | 6,450,529 | $280.6M | 0.02% | +296,570+4.8% | Added |
| Dimensional Fund Advisors LP | 11,159,796 | $485.5M | 0.13% | −244,267−2.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −92,937−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −62,926−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −62,440−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −44,716−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −35,899−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −30,402−100.0% | Sold out |
| Mason & Associates, LLC | 0 | $0 | 0.00% | −26,303−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −18,239−100.0% | Sold out |
| Louisbourg Investments Inc. | 0 | $0 | 0.00% | −17,430−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −14,533−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −13,103−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −10,248−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −10,129−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −12,592−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −8,869−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −8,665−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −6,960−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −6,724−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,513−100.0% | Sold out |
| Centerstone Investors, LLC | 0 | $0 | 0.00% | −6,375−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −6,206−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −6,167−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −5,553−100.0% | Sold out |
| WNY Asset Management, LLC | 0 | $0 | 0.00% | −5,540−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −5,184−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −4,513−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −3,969−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,199−100.0% | Sold out |
| Chelsea Counsel Co | 0 | $0 | 0.00% | 0 | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Eukles Asset Management | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Connectus Wealth, LLC | – | – | – | – | Not filed |
| Grey Street Capital, LLC | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |