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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 10,333 | $449.5K | 0.00% | +3,772+57.5% | Added |
| HighPoint Advisor Group LLC | 10,261 | $447.0K | 0.03% | +885+9.4% | Added |
| Two Sigma Investments, LP | 10,100 | $439.4K | 0.00% | +10,100 | New |
| Parallel Advisors, LLC | 10,079 | $438.4K | 0.01% | +1,180+13.3% | Added |
| Investors Research Corp | 9,966 | $433.5K | 0.10% | −300−2.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 9,896 | $430.5K | 0.00% | +786+8.6% | Added |
| Boston Private Wealth LLC | 9,826 | $427.4K | 0.01% | −2,041−17.2% | Reduced |
| Nations Financial Group Inc, | 9,682 | $421.2K | 0.03% | +120+1.3% | Added |
| Five Oceans Advisors | 9,572 | $416.4K | 0.22% | +1,613+20.3% | Added |
| Lindbrook Capital, LLC | 9,173 | $399.0K | 0.04% | +356+4.0% | Added |
| HighMark Wealth Management LLC | 9,077 | $394.9K | 0.24% | +20.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9,027 | $392.7K | 0.06% | +30.0% | Added |
| Courier Capital LLC | 8,904 | $387.3K | 0.03% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 8,857 | $385.3K | 0.26% | +1,607+22.2% | Added |
| Gallacher Capital Management LLC | 8,856 | $385.3K | 0.20% | +355+4.2% | Added |
| TownSquare Capital, LLC | 8,741 | $380.2K | 0.01% | +3,056+53.8% | Added |
| Valeo Financial Advisors, LLC | 8,713 | $379.0K | 0.01% | 00.0% | Unchanged |
| Allie Family Office LLC | 8,504 | $378.0K | 0.23% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 8,522 | $370.7K | 0.01% | +164+2.0% | Added |
| Henshaw Capital LLC | 8,496 | $369.6K | 0.02% | +302+3.7% | Added |
| Aprio Wealth Management, LLC | 8,482 | $369.0K | 0.07% | +3,065+56.6% | Added |
| Traveka Wealth, LLC | 8,251 | $358.9K | 0.18% | +1,438+21.1% | Added |
| Mesirow Financial Investment Management, Inc. | 8,101 | $352.4K | 0.01% | −1,000−11.0% | Reduced |
| Alera Investment Advisors, LLC | 8,045 | $350.0K | 0.04% | +8,045 | New |
| Deutsche Bank AG | 7,971 | $346.7K | 0.00% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 7,948 | $345.8K | 0.01% | +1,637+25.9% | Added |
| Prime Capital Investment Advisors, LLC | 7,927 | $344.8K | 0.01% | −53−0.7% | Reduced |
| American Trust Investment Advisors, LLC | 7,890 | $343.2K | 0.17% | 00.0% | Unchanged |
| Optas, LLC | 7,886 | $343.0K | 0.09% | +367+4.9% | Added |
| New York State Common Retirement Fund | 7,682 | $334.2K | 0.00% | +3,003+64.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 7,561 | $328.9K | 0.00% | −14,526−65.8% | Reduced |
| Ronald Blue Trust, Inc. | 8,344 | $328.4K | 0.00% | +7,761+1,331.2% | Added |
| AE Wealth Management LLC | 7,547 | $328.3K | 0.00% | −120−1.6% | Reduced |
| Keel Point, LLC | 7,660 | $321.7K | 0.03% | +642+9.1% | Added |
| Thrivent Financial for Lutherans | 7,262 | $316.0K | 0.00% | +7,262 | New |
| Lido Advisors, LLC | 7,144 | $310.8K | 0.00% | +7,144 | New |
| Wedmont Private Capital | 6,949 | $304.2K | 0.02% | +2,007+40.6% | Added |
| HSBC Holdings PLC | 6,991 | $304.1K | 0.00% | +6,991 | New |
| Cromwell Holdings LLC | 6,967 | $303.1K | 0.18% | +6,967 | New |
| Linden Thomas Advisory Services, LLC | 6,837 | $297.4K | 0.05% | +1,103+19.2% | Added |
| Summit Trail Advisors, LLC | 6,795 | $295.6K | 0.01% | +6,795 | New |
| Beacon Pointe Advisors, LLC | 6,770 | $294.5K | 0.00% | −194−2.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,723 | $292.0K | 0.09% | +216+3.3% | Added |
| Smartleaf Asset Management LLC | 6,467 | $282.8K | 0.05% | +493+8.3% | Added |
| Moors & Cabot, Inc. | 6,497 | $282.6K | 0.02% | +6,497 | New |
| Hexagon Capital Partners LLC | 6,440 | $280.1K | 0.06% | +135+2.1% | Added |
| Sonoma Private Wealth LLC | 6,432 | $279.8K | 0.45% | +136+2.2% | Added |
| Assetmark, Inc | 6,367 | $277.0K | 0.00% | +5,569+697.9% | Added |
| Drive Wealth Management, LLC | 6,364 | $276.8K | 0.07% | +273+4.5% | Added |
| MRP Capital Investments, LLC | 6,205 | $269.9K | 0.25% | −15,250−71.1% | Reduced |
| Westover Capital Advisors, LLC | 6,200 | $269.7K | 0.07% | +6,200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,195 | $269.5K | 0.01% | −170−2.7% | Reduced |
| 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 |
| 180 Wealth Advisors, LLC | 6,036 | $261.7K | 0.04% | +338+5.9% | Added |
| Baldwin Investment Management, LLC | 6,006 | $261.3K | 0.04% | −8−0.1% | Reduced |
| Kathmere Capital Management, LLC | 5,978 | $260.0K | 0.03% | +5,978 | New |
| Abel Hall, LLC | 5,964 | $259.4K | 0.18% | +567+10.5% | Added |
| Werba Rubin Papier Wealth Management | 5,680 | $247.1K | 0.07% | +5,680 | New |
| Keybank National Association | 5,646 | $245.6K | 0.00% | +316+5.9% | Added |
| Callan Capital, LLC | 5,633 | $245.0K | 0.02% | +5,633 | New |
| DRW Securities, LLC | 5,601 | $243.6K | 0.01% | +5,601 | New |
| Rathbone Brothers plc | 5,600 | $243.6K | 0.00% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 5,496 | $239.1K | 0.14% | −69−1.2% | Reduced |
| Waters Parkerson & Co., LLC | 5,500 | $239.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,493 | $238.9K | 0.00% | +4,920+858.6% | Added |
| Catalina Capital Group, LLC | 5,432 | $236.3K | 0.09% | +5,432 | New |
| Waldron Private Wealth LLC | 5,425 | $236.0K | 0.01% | +123+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 5,416 | $235.6K | 0.00% | +346+6.8% | Added |
| Fortitude Family Office, LLC | 5,336 | $232.1K | 0.13% | 00.0% | Unchanged |
| Brown Advisory Inc | 5,223 | $227.2K | 0.00% | +5,223 | New |
| Cornerstone Wealth Management, LLC | 5,163 | $224.6K | 0.02% | +64+1.3% | Added |
| Geneos Wealth Management Inc. | 5,049 | $219.6K | 0.01% | −530−9.5% | Reduced |
| Trust Point Inc. | 5,015 | $218.2K | 0.02% | −414−7.6% | Reduced |
| Clear Street Markets LLC | 5,000 | $218.0K | 0.08% | −46−0.9% | Reduced |
| Angeles Investment Advisors, LLC | 4,950 | $215.3K | 0.01% | +4,950 | New |
| Merit Financial Group, LLC | 4,946 | $215.2K | 0.00% | +4,946 | New |
| Safeguard Investment Advisory Group, LLC | 4,877 | $212.2K | 0.07% | −895−15.5% | Reduced |
| Principal Street Partners, LLC | 4,786 | $208.2K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,768 | $207.4K | 0.01% | +4,768 | New |
| Seven Mile Advisory | 4,742 | $206.3K | 0.15% | +4,742 | New |
| Lighthouse Investment Partners, LLC | 4,735 | $206.0K | 0.01% | +4,735 | New |
| GAMMA Investing LLC | 4,715 | $205.1K | 0.03% | +1,247+36.0% | Added |
| Gitterman Wealth Management, LLC | 4,699 | $204.4K | 0.08% | +4,699 | New |
| Leo Wealth, LLC | 4,675 | $203.4K | 0.02% | −12,141−72.2% | Reduced |
| Canopy Partners, LLC | 4,623 | $201.1K | 0.09% | +4,623 | New |
| Contravisory Investment Management, Inc. | 4,547 | $197.8K | 0.04% | +207+4.8% | Added |
| Ashton Thomas Private Wealth, LLC | 3,908 | $170.0K | 0.01% | −1,227−23.9% | Reduced |
| Farther Finance Advisors, LLC | 3,722 | $163.1K | 0.01% | +877+30.8% | Added |
| Principal Securities, Inc. | 3,394 | $147.6K | 0.00% | +285+9.2% | Added |
| Barometer Capital Management Inc. | 3,080 | $134.0K | 0.05% | −4,600−59.9% | Reduced |
| PEAK6 Investments LLC | 3,077 | $133.8K | 0.01% | −11,935−79.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,700 | $117.5K | 0.00% | −325−10.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,596 | $112.9K | 0.00% | −27,229−91.3% | Reduced |
| TD Private Client Wealth LLC | 2,523 | $109.8K | 0.00% | +2,412+2,173.0% | Added |
| National Bank of Canada | 2,356 | $103.0K | 0.00% | −500−17.5% | Reduced |
| Rosenberg Matthew Hamilton | 2,345 | $102.7K | 0.03% | −297−11.2% | Reduced |
| JFS Wealth Advisors, LLC | 2,238 | $97.4K | 0.01% | −19−0.8% | Reduced |
| Grove Bank & Trust | 2,086 | $90.7K | 0.01% | −62−2.9% | Reduced |
| Huntington National Bank | 1,896 | $82.5K | 0.00% | −167−8.1% | Reduced |