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, Q3 2024
Institutional positions in HSBC Holdings PLC as of Sep 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
- 425
- +11 vs. Q2 2024
- Shares held
- 55.1M
- +1.15M (+2.1%) vs. Q2 2024
- Total value
- $2.37B
- +$117.6M (+5.2%) vs. Q2 2024
- New holders
- 48
- 162 more added
- Sold out
- 37
- 136 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 10,657,632 | $481.6M | 0.12% | −502,164−4.5% | Reduced |
| Morgan Stanley | 6,374,459 | $288.1M | 0.02% | −76,070−1.2% | Reduced |
| Goldman Sachs Group Inc | 4,788,342 | $216.4M | 0.04% | −964,805−16.8% | Reduced |
| Bank of America Corp | 3,355,213 | $151.6M | 0.01% | +535,408+19.0% | Added |
| Sanders Capital, LLC | 2,982,050 | $134.8M | 0.20% | −4,620−0.2% | Reduced |
| BlackRock, Inc. | 2,494,507 | $112.7M | 0.00% | +2,494,507 | New |
| FMR LLC | 2,442,205 | $110.4M | 0.01% | +749,759+44.3% | Added |
| Northern Trust Corp | 1,830,257 | $82.7M | 0.01% | −73,709−3.9% | Reduced |
| Royal Bank of Canada | 916,109 | $41.4M | 0.01% | +32,494+3.7% | Added |
| American Century Companies Inc | 896,677 | $40.5M | 0.02% | +45,835+5.4% | Added |
| Cookson Peirce & Co Inc | 692,377 | $31.3M | 1.47% | −4,994−0.7% | Reduced |
| Citadel Advisors LLC | 687,682 | $31.1M | 0.03% | +478,075+228.1% | Added |
| Mediolanum International Funds Ltd | 3,095,699 | $28.2M | 0.39% | +3,095,699 | New |
| Crossmark Global Holdings, Inc. | 500,547 | $22.6M | 0.40% | +67,941+15.7% | Added |
| Natixis Advisors, L.P. | 390,337 | $17.6M | 0.03% | −23,452−5.7% | Reduced |
| Franklin Resources Inc | 385,544 | $17.1M | 0.00% | −80,378−17.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 335,893 | $15.2M | 0.05% | −158,257−32.0% | Reduced |
| Millennium Management LLC | 324,057 | $14.6M | 0.01% | +136,933+73.2% | Added |
| Qube Research & Technologies Ltd | 320,681 | $14.5M | 0.03% | +189,004+143.5% | Added |
| Raymond James & Associates | 319,985 | $14.5M | 0.01% | −41,431−11.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 316,856 | $14.1M | 0.13% | +74,570+30.8% | Added |
| QRG Capital Management, Inc. | 310,442 | $14.0M | 0.15% | +7,448+2.5% | Added |
| Meritage Portfolio Management | 301,813 | $13.6M | 0.84% | +67,617+28.9% | Added |
| Envestnet Asset Management Inc | 298,584 | $13.5M | 0.00% | −132,843−30.8% | Reduced |
| Wells Fargo & Company | 275,247 | $12.4M | 0.00% | −27,024−8.9% | Reduced |
| Renaissance Technologies LLC | 272,665 | $12.3M | 0.02% | −176,700−39.3% | Reduced |
| Creative Planning | 222,092 | $10.0M | 0.01% | +19,165+9.4% | Added |
| Charles Schwab Investment Management Inc | 215,748 | $9.75M | 0.00% | +27,495+14.6% | Added |
| Quantinno Capital Management LP | 179,908 | $8.13M | 0.11% | −11,876−6.2% | Reduced |
| Bank of Montreal | 171,416 | $7.82M | 0.00% | +94,991+124.3% | Added |
| Mercer Global Advisors Inc | 174,883 | $7.80M | 0.02% | +10,960+6.7% | Added |
| Ameriprise Financial Inc | 170,880 | $7.72M | 0.00% | −2,123−1.2% | Reduced |
| American Assets Investment Management, LLC | 166,918 | $7.54M | 0.66% | 00.0% | Unchanged |
| Mariner, LLC | 166,659 | $7.54M | 0.01% | +5,622+3.5% | Added |
| Promethos Capital, LLC | 162,754 | $7.35M | 2.62% | −844−0.5% | Reduced |
| Pathstone Holdings, LLC | 158,174 | $7.15M | 0.03% | −410.0% | Reduced |
| HighTower Advisors, LLC | 157,846 | $7.13M | 0.01% | +24,080+18.0% | Added |
| CWM, LLC | 152,288 | $6.88M | 0.03% | −6,698−4.2% | Reduced |
| Renaissance Group LLC | 151,637 | $6.85M | 0.28% | −3,192−2.1% | Reduced |
| Bank of New York Mellon Corp | 147,511 | $6.67M | 0.00% | +12,866+9.6% | Added |
| Schonfeld Strategic Advisors LLC | 140,454 | $6.35M | 0.05% | +140,454 | New |
| Ethic Inc. | 160,897 | $6.33M | 0.16% | −22,716−12.4% | Reduced |
| Stifel Financial Corp | 138,127 | $6.24M | 0.01% | +39,465+40.0% | Added |
| Insight Folios Inc | 130,832 | $5.91M | 2.11% | +9,299+7.7% | Added |
| Hennessy Advisors Inc | 129,800 | $5.87M | 0.19% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 125,598 | $5.68M | 0.17% | +24,149+23.8% | Added |
| LPL Financial LLC | 124,643 | $5.63M | 0.00% | +1,450+1.2% | Added |
| Ramirez Asset Management, Inc. | 116,931 | $5.28M | 1.01% | +1,907+1.7% | Added |
| M&T Bank Corp | 114,776 | $5.19M | 0.02% | −1,933−1.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 112,470 | $5.08M | 0.13% | −47,634−29.8% | Reduced |
| Stamos Capital Partners, L.P. | 108,980 | $4.92M | 1.16% | −6,220−5.4% | Reduced |
| Manatuck Hill Partners, LLC | 107,448 | $4.86M | 1.84% | 00.0% | Unchanged |
| SEI Investments Co | 101,868 | $4.60M | 0.01% | −17,276−14.5% | Reduced |
| US Bancorp | 95,063 | $4.30M | 0.01% | −36,617−27.8% | Reduced |
| BNP Paribas Arbitrage, SA | 93,675 | $4.23M | 0.00% | +74,295+383.4% | Added |
| Naviter Wealth, LLC | 93,333 | $4.22M | 0.59% | +2,525+2.8% | Added |
| Cerity Partners LLC | 92,136 | $4.16M | 0.01% | +36,543+65.7% | Added |
| Cresset Asset Management, LLC | 90,053 | $4.07M | 0.02% | +13,615+17.8% | Added |
| JustInvest LLC | 85,296 | $3.85M | 0.06% | +4,023+4.9% | Added |
| UBS Group AG | 81,490 | $3.68M | 0.00% | −8,818−9.8% | Reduced |
| GQG Partners LLC | 75,339 | $3.40M | 0.01% | −3,285−4.2% | Reduced |
| Engineers Gate Manager LP | 70,117 | $3.17M | 0.06% | +70,117 | New |
| Catalyst Capital Advisors LLC | 66,930 | $3.02M | 0.07% | −1,920−2.8% | Reduced |
| Old Port Advisors | 64,535 | $2.92M | 0.81% | −930−1.4% | Reduced |
| Vident Advisory, LLC | 63,308 | $2.86M | 0.07% | +11,161+21.4% | Added |
| Wetherby Asset Management Inc | 61,085 | $2.76M | 0.13% | −343−0.6% | Reduced |
| Frank, Rimerman Advisors LLC | 60,554 | $2.74M | 0.19% | +1,005+1.7% | Added |
| International Assets Investment Management, LLC | 121,200 | $2.68M | 0.01% | +121,200 | New |
| AQR Capital Management LLC | 57,667 | $2.61M | 0.00% | +3,551+6.6% | Added |
| JPMorgan Chase & Co | 56,860 | $2.57M | 0.00% | +28,939+103.6% | Added |
| Capital Fund Management S.A. | 56,791 | $2.57M | 0.03% | +56,791 | New |
| Commonwealth Equity Services, LLC | 56,638 | $2.56M | 0.00% | +118+0.2% | Added |
| HRT Financial LP | 56,247 | $2.54M | 0.01% | +56,247 | New |
| Sequoia Financial Advisors, LLC | 53,240 | $2.41M | 0.03% | +27,002+102.9% | Added |
| Quantbot Technologies LP | 53,227 | $2.41M | 0.09% | +53,227 | New |
| Signaturefd, LLC | 51,360 | $2.32M | 0.04% | −1,089−2.1% | Reduced |
| Veriti Management LLC | 50,238 | $2.27M | 0.12% | +646+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 49,917 | $2.26M | 0.00% | −312−0.6% | Reduced |
| Two Sigma Advisers, LP | 49,900 | $2.25M | 0.01% | +31,000+164.0% | Added |
| Caas Capital Management LP | 49,596 | $2.24M | 1.53% | +31,403+172.6% | Added |
| CI Private Wealth, LLC | 48,848 | $2.21M | 0.00% | +1,282+2.7% | Added |
| The PNC Financial Services Group, Inc. | 48,668 | $2.20M | 0.00% | −2,703−5.3% | Reduced |
| MML Investors Services, LLC | 47,677 | $2.15M | 0.01% | −17,034−26.3% | Reduced |
| Brandes Investment Partners, LP | 47,093 | $2.13M | 0.02% | −5,315−10.1% | Reduced |
| Janney Montgomery Scott LLC | 46,323 | $2.09M | 0.01% | −5,754−11.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 45,491 | $2.06M | 0.13% | −19,508−30.0% | Reduced |
| Yousif Capital Management, LLC | 44,891 | $2.03M | 0.02% | −15,827−26.1% | Reduced |
| XTX Topco Ltd | 43,286 | $1.96M | 0.14% | +43,286 | New |
| Seven Eight Capital, LP | 42,510 | $1.92M | 0.17% | +42,510 | New |
| Earnest Partners LLC | 41,488 | $1.87M | 0.01% | +190+0.5% | Added |
| Acadian Asset Management LLC | 41,297 | $1.87M | 0.01% | −19,706−32.3% | Reduced |
| Barclays PLC | 40,867 | $1.85M | 0.00% | −880−2.1% | Reduced |
| Richard P Slaughter Associates Inc | 40,494 | $1.83M | 0.42% | +2,249+5.9% | Added |
| CIBC World Markets Inc. | 39,812 | $1.80M | 0.00% | +983+2.5% | Added |
| CAPROCK Group, Inc. | 39,566 | $1.79M | 0.07% | +4,490+12.8% | Added |
| Raelipskie Partnership | 39,343 | $1.78M | 0.87% | +8,257+26.6% | Added |
| Neuberger Berman Group LLC | 37,971 | $1.72M | 0.00% | −92,877−71.0% | Reduced |
| Jane Street Group, LLC | 37,452 | $1.69M | 0.00% | −31,087−45.4% | Reduced |
| Advisors Asset Management, Inc. | 37,094 | $1.68M | 0.03% | +6,056+19.5% | Added |
| Truist Financial Corp | 37,087 | $1.68M | 0.00% | +607+1.7% | Added |