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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 32,832 | $1.43M | 0.02% | +4,758+16.9% | Added |
| Pacer Advisors, Inc. | 32,676 | $1.42M | 0.00% | −1,780−5.2% | Reduced |
| Regions Financial Corp | 31,946 | $1.39M | 0.01% | −4,148−11.5% | Reduced |
| Quadrant Capital Group LLC | 31,865 | $1.39M | 0.10% | +1,843+6.1% | Added |
| MAI Capital Management | 31,133 | $1.35M | 0.01% | +1,539+5.2% | Added |
| Raelipskie Partnership | 31,086 | $1.35M | 0.72% | −1,600−4.9% | Reduced |
| Advisors Asset Management, Inc. | 31,038 | $1.35M | 0.03% | +6,172+24.8% | Added |
| Flow Traders U.S. LLC | 30,719 | $1.34M | 0.07% | +30,719 | New |
| Rhumbline Advisers | 30,667 | $1.33M | 0.00% | +365+1.2% | Added |
| Orleans Capital Management Corp | 30,555 | $1.33M | 0.84% | +1,450+5.0% | Added |
| LGT Group Foundation | 29,555 | $1.29M | 0.02% | −1,250−4.1% | Reduced |
| Ativo Capital Management LLC | 28,843 | $1.25M | 1.30% | −202−0.7% | Reduced |
| JPMorgan Chase & Co | 27,921 | $1.21M | 0.00% | +12,841+85.2% | Added |
| Atomi Financial Group, Inc. | 27,237 | $1.18M | 0.09% | +10,816+65.9% | Added |
| Karpas Strategies, LLC | 27,200 | $1.18M | 0.37% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 27,183 | $1.18M | 0.80% | +880+3.3% | Added |
| Lake Street Advisors Group, LLC | 27,045 | $1.18M | 0.06% | −1,322−4.7% | Reduced |
| Eagle Asset Management Inc | 26,628 | $1.17M | 0.01% | −118−0.4% | Reduced |
| Forum Financial Management, LP | 26,801 | $1.17M | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 26,397 | $1.15M | 0.01% | +648+2.5% | Added |
| Vise Technologies, Inc. | 26,299 | $1.14M | 0.20% | +2,206+9.2% | Added |
| Sequoia Financial Advisors, LLC | 26,238 | $1.14M | 0.01% | +211+0.8% | Added |
| Davenport & Co LLC | 25,494 | $1.11M | 0.01% | −90.0% | Reduced |
| Morningstar Investment Services LLC | 24,814 | $1.08M | 0.01% | −273−1.1% | Reduced |
| Miracle Mile Advisors, LLC | 24,782 | $1.08M | 0.03% | −403−1.6% | Reduced |
| Glenmede Trust Co NA | 23,943 | $1.04M | 0.01% | +5,513+29.9% | Added |
| Checchi Capital Advisers, LLC | 23,482 | $1.02M | 0.08% | +637+2.8% | Added |
| Dorsey & Whitney Trust CO LLC | 23,226 | $1.01M | 0.07% | +61+0.3% | Added |
| United Capital Financial Advisers, LLC | 23,157 | $1.01M | 0.01% | +555+2.5% | Added |
| Rockefeller Capital Management L.P. | 23,155 | $1.01M | 0.00% | −2,649−10.3% | Reduced |
| 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 |
| Ballentine Partners, LLC | 22,770 | $990.5K | 0.02% | +9,161+67.3% | Added |
| Wedbush Securities Inc | 22,652 | $985.0K | 0.04% | −5,465−19.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 21,943 | $954.5K | 0.50% | −242−1.1% | Reduced |
| IFP Advisors, Inc | 21,565 | $938.1K | 0.04% | +16,170+299.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,132 | $919.2K | 0.00% | +733+3.6% | Added |
| McDonald Partners LLC | 20,726 | $901.6K | 0.24% | +1,211+6.2% | Added |
| Aquatic Capital Management LLC | 20,200 | $878.7K | 0.03% | +20,200 | New |
| RBF Capital, LLC | 20,000 | $870.0K | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 19,902 | $865.8K | 0.00% | −15,918−44.4% | Reduced |
| Syon Capital LLC | 19,902 | $865.7K | 0.08% | +1,030+5.5% | Added |
| RSM US Wealth Management LLC | 19,686 | $861.7K | 0.01% | +19,686 | New |
| D.A. Davidson & Co. | 19,634 | $854.1K | 0.01% | +70.0% | Added |
| BNP Paribas Arbitrage, SA | 19,380 | $843.0K | 0.00% | +18,698+2,741.6% | Added |
| Americana Partners, LLC | 19,235 | $836.7K | 0.07% | +5,022+35.3% | Added |
| Greenleaf Trust | 19,178 | $834.2K | 0.01% | +9,262+93.4% | Added |
| Level Four Advisory Services, LLC | 19,079 | $830.0K | 0.04% | +2,479+14.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,079 | $829.9K | 0.00% | +4,337+29.4% | Added |
| Two Sigma Advisers, LP | 18,900 | $822.1K | 0.00% | −10,200−35.1% | Reduced |
| Caas Capital Management LP | 18,193 | $791.4K | 1.48% | 00.0% | Unchanged |
| Ellevest, Inc. | 17,826 | $775.4K | 0.05% | +2,572+16.9% | Added |
| Aaron Wealth Advisors | 17,275 | $751.5K | 0.10% | +2,877+20.0% | Added |
| Horizon Investments, LLC | 17,238 | $749.9K | 0.02% | −214−1.2% | Reduced |
| Founders Financial Securities LLC | 17,232 | $749.6K | 0.07% | −135−0.8% | Reduced |
| Ignite Planners, LLC | 17,202 | $746.7K | 0.18% | −957−5.3% | Reduced |
| CSS LLC | 17,100 | $743.9K | 0.05% | +7,500+78.1% | Added |
| Pzena Investment Management LLC | 16,938 | $736.8K | 0.00% | −107−0.6% | Reduced |
| Pitcairn Co | 16,537 | $719.4K | 0.04% | +2,122+14.7% | Added |
| Legacy Financial Advisors, Inc. | 16,388 | $712.9K | 0.13% | +818+5.3% | Added |
| Guggenheim Capital LLC | 16,105 | $700.6K | 0.01% | +7,067+78.2% | Added |
| Crumly & Associates Inc. | 15,970 | $694.7K | 0.20% | +287+1.8% | Added |
| Profund Advisors LLC | 15,564 | $677.0K | 0.03% | −3,137−16.8% | Reduced |
| TD Waterhouse Canada Inc. | 14,948 | $654.6K | 0.01% | −261−1.7% | Reduced |
| Sanctuary Advisors, LLC | 15,597 | $653.5K | 0.00% | +15,597 | New |
| Allspring Global Investments Holdings, LLC | 14,890 | $647.7K | 0.00% | +4,547+44.0% | Added |
| Evergreen Capital Management LLC | 14,786 | $643.2K | 0.02% | −497−3.3% | Reduced |
| State Street Corp | 14,767 | $642.4K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 14,762 | $642.1K | 0.08% | +14,762 | New |
| Virtu Financial LLC | 14,588 | $635.0K | 0.04% | −6,339−30.3% | Reduced |
| Clarius Group, LLC | 14,572 | $633.9K | 0.04% | −2,642−15.3% | Reduced |
| Prudential Financial Inc | 14,528 | $632.0K | 0.00% | +3,138+27.6% | Added |
| PDS Planning, Inc | 14,412 | $626.9K | 0.06% | +1,077+8.1% | Added |
| Henry James International Management, Inc. | 14,172 | $616.5K | 0.22% | +81+0.6% | Added |
| Schechter Investment Advisors, LLC | 14,107 | $613.7K | 0.05% | +730+5.5% | Added |
| Integrated Wealth Concepts LLC | 13,920 | $605.5K | 0.01% | −315−2.2% | Reduced |
| Prospera Financial Services Inc | 13,871 | $603.4K | 0.02% | −64−0.5% | Reduced |
| Susquehanna International Securities, Ltd. | 13,654 | $593.9K | 0.22% | −98,929−87.9% | Reduced |
| Two Sigma Securities, LLC | 13,614 | $592.2K | 0.03% | +13,614 | New |
| Ieq Capital, LLC | 13,535 | $588.8K | 0.01% | +3,513+35.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,165 | $572.7K | 0.03% | +13,165 | New |
| Legacy Wealth Asset Management, LLC | 13,051 | $567.7K | 0.16% | +230+1.8% | Added |
| Sage Rhino Capital LLC | 12,713 | $553.0K | 0.13% | +34+0.3% | Added |
| Cable Hill Partners, LLC | 12,669 | $551.1K | 0.06% | +12,669 | New |
| SeaBridge Investment Advisors LLC | 12,653 | $550.4K | 0.14% | −4,672−27.0% | Reduced |
| Global Retirement Partners, LLC | 12,595 | $547.9K | 0.02% | +1,788+16.5% | Added |
| BSW Wealth Partners | 12,383 | $538.7K | 0.09% | +545+4.6% | Added |
| GWM Advisors LLC | 12,189 | $530.2K | 0.00% | +8,692+248.6% | Added |
| Avantax Advisory Services, Inc. | 12,152 | $528.6K | 0.00% | +12,152 | New |
| Blair William & Co | 12,056 | $524.4K | 0.00% | −368−3.0% | Reduced |
| Susquehanna International Group Ltd. | 11,994 | $521.7K | 0.13% | +11,994 | New |
| BKM Wealth Management, LLC | 6,714 | $514.0K | 0.25% | −6,222−48.1% | Reduced |
| Dynamic Advisor Solutions LLC | 11,717 | $509.7K | 0.02% | +2,981+34.1% | Added |
| Cordatus Wealth Management LLC | 11,603 | $505.0K | 0.19% | +11,603 | New |
| Pekin Hardy Strauss, Inc. | 11,500 | $500.3K | 0.07% | 00.0% | Unchanged |
| Cooper Financial Group | 11,393 | $495.6K | 0.07% | −62−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,191 | $487.0K | 0.00% | −866−7.2% | Reduced |
| Gradient Investments LLC | 11,024 | $479.5K | 0.01% | +20+0.2% | Added |
| Simplex Trading, LLC | 10,762 | $468.0K | 0.02% | −22,392−67.5% | Reduced |
| Atria Investments LLC | 10,731 | $466.8K | 0.01% | +10,731 | New |