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 |
|---|---|---|---|---|---|
| Northwest Financial Advisors | 1 | $46 | 0.00% | +1 | New |
| Macroview Investment Management LLC | 2 | $91 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 3 | $147 | 0.00% | +3 | New |
| Leonteq Securities AG | 7 | $316 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $497 | 0.00% | +4+57.1% | Added |
| Central Trust Co | 20 | $906 | 0.00% | +20 | New |
| SRS Capital Advisors, Inc. | 22 | $995 | 0.00% | +1+4.8% | Added |
| Pineridge Advisors LLC | 25 | $1.13K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 26 | $1.18K | 0.00% | −2−7.1% | Reduced |
| AXA S.A. | 33 | $1.49K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33 | $1.49K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 39 | $1.76K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $1.81K | 0.00% | +17+73.9% | Added |
| Legacy Investment Solutions, LLC | 44 | $1.98K | 0.00% | +44 | New |
| Legacy Wealth Managment, LLC | 44 | $1.98K | 0.00% | +44 | New |
| Hazlett, Burt & Watson, Inc. | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 49 | $2.14K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 48 | $2.17K | 0.00% | +48 | New |
| New England Capital Financial Advisors LLC | 50 | $2.26K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 50 | $2.26K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 51 | $2.28K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 52 | $2.35K | 0.00% | +52 | New |
| Hollencrest Capital Management | 54 | $2.44K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 71 | $3.21K | 0.00% | +22+44.9% | Added |
| Archer Investment Corp | 75 | $3.40K | 0.00% | +1+1.4% | Added |
| Wiser Advisor Group LLC | 76 | $3.41K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 79 | $3.57K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 79 | $3.57K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 81 | $3.66K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 81 | $3.67K | 0.00% | +1+1.3% | Added |
| Sound Income Strategies, LLC | 83 | $3.75K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 84 | $3.79K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 87 | $3.93K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 88 | $3.98K | 0.00% | −43−32.8% | Reduced |
| Valley National Advisers Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 93 | $4.24K | 0.00% | −156−62.7% | Reduced |
| POM Investment Strategies, LLC | 95 | $4.29K | 0.00% | +95 | New |
| Hoey Investments, Inc | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $4.52K | 0.00% | +100 | New |
| Continuum Advisory, LLC | 105 | $4.72K | 0.00% | +16+18.0% | Added |
| M&R Capital Management Inc | 105 | $4.75K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 108 | $4.88K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 400 | $5.96K | 0.00% | +400 | New |
| PrairieView Partners, LLC | 146 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 133 | $6.01K | 0.00% | +133 | New |
| Bell Investment Advisors, Inc | 145 | $6.55K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 148 | $6.69K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 154 | $6.96K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 155 | $7.00K | 0.00% | +155 | New |
| HHM Wealth Advisors, LLC | 158 | $7.14K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 179 | $8.09K | 0.00% | −5,157−96.6% | Reduced |
| Sandy Spring Bank | 180 | $8.13K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 180 | $8.13K | 0.00% | +90+100.0% | Added |
| TD Private Client Wealth LLC | 186 | $8.40K | 0.00% | −2,337−92.6% | Reduced |
| Valued Wealth Advisors LLC | 189 | $8.54K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 193 | $8.72K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 204 | $9.47K | 0.00% | +84+70.0% | Added |
| Macquarie Group Ltd | 232 | $10.0K | 0.00% | +47+25.4% | Added |
| Paladin Wealth, LLC | 228 | $10.3K | 0.01% | +228 | New |
| Federated Hermes, Inc. | 246 | $11.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 247 | $11.2K | 0.00% | −58−19.0% | Reduced |
| Albion Financial Group | 251 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 254 | $11.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 259 | $11.7K | 0.00% | +109+72.7% | Added |
| Harbour Investments, Inc. | 276 | $12.5K | 0.00% | +31+12.7% | Added |
| Cape Investment Advisory, Inc. | 303 | $13.7K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 309 | $14.0K | 0.00% | −20−6.1% | Reduced |
| Reston Wealth Management LLC | 310 | $14.0K | 0.01% | +310 | New |
| Zions Bancorporation, N.A. | 318 | $14.4K | 0.00% | −451−58.6% | Reduced |
| Arlington Trust Co LLC | 335 | $15.1K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 336 | $15.2K | 0.01% | +336 | New |
| Venturi Wealth Management, LLC | 361 | $16.3K | 0.00% | +247+216.7% | Added |
| GHP Investment Advisors, Inc. | 364 | $16.4K | 0.00% | +364 | New |
| Parkside Financial Bank & Trust | 366 | $16.5K | 0.00% | +60+19.6% | Added |
| Bessemer Group Inc | 406 | $18.0K | 0.00% | +2+0.5% | Added |
| Tortoise Investment Management, LLC | 418 | $18.9K | 0.00% | −15−3.5% | Reduced |
| Raffa Wealth Management, LLC | 427 | $19.3K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 438 | $19.8K | 0.00% | +5+1.2% | Added |
| MRP Capital Investments, LLC | 475 | $21.5K | 0.02% | −5,730−92.3% | Reduced |
| Smithfield Trust Co | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 500 | $22.6K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 499 | $23.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 512 | $23.1K | 0.01% | −11−2.1% | Reduced |
| Coppell Advisory Solutions LLC | 511 | $23.3K | 0.00% | +511 | New |
| Whittier Trust Co | 535 | $24.2K | 0.00% | −162−23.2% | Reduced |
| HM Payson & Co | 556 | $25.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 558 | $25.2K | 0.02% | −367−39.7% | Reduced |
| Capital Analysts, LLC | 586 | $26.0K | 0.00% | +586 | New |
| Rothschild Investment LLC | 591 | $26.7K | 0.00% | +117+24.7% | Added |
| Assetmark, Inc | 595 | $26.9K | 0.00% | −5,772−90.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 604 | $27.3K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 613 | $27.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 643 | $29.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 689 | $31.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 693 | $31.3K | 0.01% | +693 | New |