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 |
|---|---|---|---|---|---|
| Umb Bank N A | 1,876 | $81.6K | 0.00% | −2−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,795 | $81.0K | 0.01% | +83+4.8% | Added |
| NBC Securities, Inc. | 1,876 | $81.0K | 0.01% | +72+4.0% | Added |
| Nisa Investment Advisors, LLC | 1,826 | $79.4K | 0.00% | +1,468+410.1% | Added |
| FNY Investment Advisers, LLC | 1,800 | $78.0K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,757 | $76.4K | 0.00% | +704+66.9% | Added |
| CIBC Private Wealth Group, LLC | 1,664 | $72.1K | 0.00% | +22+1.3% | Added |
| Bruce G. Allen Investments, LLC | 1,653 | $71.9K | 0.06% | +90+5.8% | Added |
| JCIC Asset Management Inc. | 1,480 | $64.4K | 0.03% | −135−8.4% | Reduced |
| Addison Advisors LLC | 1,458 | $63.4K | 0.02% | +409+39.0% | Added |
| Fifth Third Bancorp | 1,361 | $59.2K | 0.00% | +765+128.4% | Added |
| Manchester Capital Management LLC | 1,261 | $54.9K | 0.01% | +802+174.7% | Added |
| Bogart Wealth, LLC | 1,129 | $49.1K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,074 | $46.7K | 0.02% | +1,074 | New |
| Banque Cantonale Vaudoise | 1,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,000 | $43.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 970 | $41.6K | 0.00% | +54+5.9% | Added |
| Frazier Financial Advisors, LLC | 925 | $40.2K | 0.03% | +426+85.4% | Added |
| Rise Advisors, LLC | 918 | $39.9K | 0.02% | +63+7.4% | Added |
| Edmond de Rothschild Holding S.A. | 907 | $39.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 857 | $37.0K | 0.01% | +57+7.1% | Added |
| Family Firm, Inc. | 833 | $36.2K | 0.01% | +833 | New |
| Spire Wealth Management | 820 | $35.7K | 0.00% | −450−35.4% | Reduced |
| Hanson & Doremus Investment Management | 809 | $35.0K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 778 | $33.8K | 0.01% | −253−24.5% | Reduced |
| Zions Bancorporation, N.A. | 769 | $33.5K | 0.00% | −354−31.5% | Reduced |
| Whittier Trust Co | 697 | $30.3K | 0.00% | +56+8.7% | Added |
| MCF Advisors LLC | 689 | $30.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 677 | $29.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 664 | $28.9K | 0.00% | +14+2.2% | Added |
| Proequities, Inc. | 643 | $28.0K | 0.00% | −2,038−76.0% | Reduced |
| Atlas Capital Advisors LLC | 613 | $26.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 604 | $26.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 556 | $24.2K | 0.00% | 00.0% | Unchanged |
| GFS Advisors, LLC | 205,905 | $23.0K | 0.00% | +205,905 | New |
| Boyd Watterson Asset Management LLC | 523 | $22.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 500 | $22.0K | 0.00% | −60−10.7% | Reduced |
| GW&K Investment Management, LLC | 499 | $22.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 500 | $21.8K | 0.01% | +500 | New |
| Rothschild Investment LLC | 474 | $20.6K | 0.00% | +221+87.4% | Added |
| Silicon Valley Capital Partners | 433 | $18.9K | 0.00% | +29+7.2% | Added |
| Tortoise Investment Management, LLC | 433 | $18.8K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 427 | $18.6K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 404 | $17.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 335 | $14.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 329 | $14.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 325 | $14.1K | 0.00% | +300+1,200.0% | Added |
| Parkside Financial Bank & Trust | 306 | $13.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 305 | $13.3K | 0.00% | +146+91.8% | Added |
| Cape Investment Advisory, Inc. | 303 | $13.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 254 | $11.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 251 | $10.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 249 | $10.9K | 0.00% | +66+36.1% | Added |
| Federated Hermes, Inc. | 246 | $10.7K | 0.00% | +14+6.0% | Added |
| Harbour Investments, Inc. | 245 | $10.6K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 195 | $8.48K | 0.00% | +195 | New |
| Webster Bank, N. A. | 193 | $8.40K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 193 | $8.40K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 189 | $8.22K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 185 | $8.00K | 0.00% | +3+1.6% | Added |
| Sandy Spring Bank | 180 | $7.83K | 0.00% | +180 | New |
| Transamerica Financial Advisors, Inc. | 139 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 158 | $6.87K | 0.00% | −593−79.0% | Reduced |
| Private Trust Co NA | 158 | $6.87K | 0.00% | +158 | New |
| CVA Family Office, LLC | 154 | $6.70K | 0.00% | +50+48.1% | Added |
| Baldwin Brothers Inc | 150 | $6.53K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 148 | $6.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 145 | $6.31K | 0.00% | +38+35.5% | Added |
| PrairieView Partners, LLC | 146 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $6.00K | 0.00% | +143 | New |
| Highline Wealth Partners LLC | 131 | $5.70K | 0.00% | +131 | New |
| Venturi Wealth Management, LLC | 114 | $4.96K | 0.00% | +114 | New |
| JJJ Advisors Inc. | 112 | $4.87K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 120 | $4.85K | 0.00% | +43+55.8% | Added |
| Whittier Trust Co of Nevada Inc | 110 | $4.79K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 108 | $4.70K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 105 | $4.57K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $4.38K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 90 | $3.92K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 89 | $3.87K | 0.00% | −6−6.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 87 | $3.79K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 84 | $3.65K | 0.00% | −12−12.5% | Reduced |
| Sound Income Strategies, LLC | 83 | $3.61K | 0.00% | −41−33.1% | Reduced |
| Creekmur Asset Management LLC | 81 | $3.52K | 0.00% | +81 | New |
| Kayne Anderson Rudnick Investment Management LLC | 80 | $3.51K | 0.00% | +3+3.9% | Added |
| FSC Wealth Advisors, LLC | 79 | $3.44K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 76 | $3.27K | 0.01% | +4+5.6% | Added |
| Archer Investment Corp | 74 | $3.24K | 0.00% | +5+7.2% | Added |
| Mather Group, LLC. | 79 | $3.11K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 70 | $3.04K | 0.00% | +70 | New |
| ICA Group Wealth Management, LLC | 55 | $2.39K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 54 | $2.35K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 51 | $2.21K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $2.17K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 50 | $2.17K | 0.00% | +50 | New |