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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 775 | $35.0K | 0.00% | +450+138.5% | Added |
| Paradigm Asset Management Co LLC | 800 | $36.2K | 0.01% | −200−20.0% | Reduced |
| Financial Management Professionals, Inc. | 817 | $37.0K | 0.00% | −40−4.7% | Reduced |
| Hanson & Doremus Investment Management | 809 | $37.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 831 | $37.6K | 0.00% | +167+25.2% | Added |
| Edmond de Rothschild Holding S.A. | 907 | $41.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 918 | $41.5K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,073 | $48.5K | 0.02% | −1−0.1% | Reduced |
| Bogart Wealth, LLC | 1,129 | $51.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,158 | $52.3K | 0.01% | −103−8.2% | Reduced |
| Spire Wealth Management | 1,320 | $59.7K | 0.00% | +500+61.0% | Added |
| Allworth Financial LP | 1,367 | $61.8K | 0.00% | +397+40.9% | Added |
| Fifth Third Bancorp | 1,374 | $62.1K | 0.00% | +13+1.0% | Added |
| JCIC Asset Management Inc. | 1,480 | $66.9K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 1,488 | $67.2K | 0.00% | −388−20.7% | Reduced |
| Bruce G. Allen Investments, LLC | 1,627 | $73.5K | 0.06% | −26−1.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1,642 | $74.2K | 0.00% | −22−1.3% | Reduced |
| Clear Street Markets LLC | 1,700 | $77.0K | 0.05% | −3,300−66.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,826 | $82.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,855 | $83.8K | 0.00% | −501−21.3% | Reduced |
| NBC Securities, Inc. | 1,908 | $86.0K | 0.01% | +32+1.7% | Added |
| EverSource Wealth Advisors, LLC | 1,914 | $86.5K | 0.01% | +119+6.6% | Added |
| Planned Solutions, Inc. | 1,925 | $87.0K | 0.04% | +1,925 | New |
| Addison Advisors LLC | 1,940 | $87.7K | 0.02% | +482+33.1% | Added |
| Huntington National Bank | 2,122 | $95.9K | 0.00% | +226+11.9% | Added |
| JFS Wealth Advisors, LLC | 2,270 | $102.6K | 0.01% | +32+1.4% | Added |
| Rosenberg Matthew Hamilton | 2,345 | $106.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,464 | $112.4K | 0.00% | +707+40.2% | Added |
| Grove Bank & Trust | 2,593 | $117.2K | 0.02% | +507+24.3% | Added |
| Federation des caisses Desjardins du Quebec | 2,675 | $120.9K | 0.00% | −25−0.9% | Reduced |
| Bryn Mawr Trust Co | 2,692 | $121.7K | 0.00% | +2,692 | New |
| Barometer Capital Management Inc. | 3,080 | $137.7K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,053 | $138.0K | 0.00% | −341−10.0% | Reduced |
| GeoWealth Management, LLC | 3,074 | $138.9K | 0.00% | +3,074 | New |
| Belvedere Trading LLC | 3,187 | $144.0K | 0.01% | +3,187 | New |
| Advisors Preferred, LLC | 3,393 | $151.3K | 0.02% | +3,393 | New |
| Wintrust Investments LLC | 3,509 | $158.0K | 0.12% | −31,613−90.0% | Reduced |
| Farther Finance Advisors, LLC | 3,782 | $170.9K | 0.01% | +60+1.6% | Added |
| Trust Point Inc. | 4,538 | $205.1K | 0.02% | −477−9.5% | Reduced |
| Legacy Capital Group California, Inc. | 4,602 | $208.0K | 0.07% | +4,602 | New |
| Principal Street Partners, LLC | 4,786 | $208.2K | 0.03% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 4,648 | $210.0K | 0.04% | +101+2.2% | Added |
| Total Clarity Wealth Management, Inc. | 4,710 | $212.8K | 0.07% | +4,710 | New |
| Canopy Partners, LLC | 4,718 | $213.2K | 0.09% | +95+2.1% | Added |
| Gitterman Wealth Management, LLC | 4,760 | $215.0K | 0.09% | +61+1.3% | Added |
| Change Path, LLC | 4,812 | $217.5K | 0.01% | +4,812 | New |
| Safeguard Investment Advisory Group, LLC | 4,876 | $220.4K | 0.06% | −10.0% | Reduced |
| Cornerstone Wealth Management, LLC | 4,891 | $221.0K | 0.02% | −272−5.3% | Reduced |
| Angeles Investment Advisors, LLC | 4,950 | $223.7K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,188 | $234.4K | 0.00% | −2,494−32.5% | Reduced |
| Seven Mile Advisory | 5,215 | $235.7K | 0.16% | +473+10.0% | Added |
| Steward Partners Investment Advisory, LLC | 5,216 | $235.7K | 0.00% | −200−3.7% | Reduced |
| Waters Parkerson & Co., LLC | 5,500 | $249.0K | 0.01% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 5,522 | $249.5K | 0.13% | +26+0.5% | Added |
| Geneos Wealth Management Inc. | 5,566 | $251.5K | 0.01% | +517+10.2% | Added |
| Guggenheim Capital LLC | 5,600 | $253.1K | 0.00% | −10,505−65.2% | Reduced |
| Werba Rubin Papier Wealth Management | 5,640 | $254.9K | 0.06% | −40−0.7% | Reduced |
| Security National Bank of Sioux City Iowa | 5,681 | $256.7K | 0.16% | +5,681 | New |
| Resources Investment Advisors, LLC. | 5,826 | $263.3K | 0.00% | +5,826 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,895 | $266.4K | 0.01% | −300−4.8% | Reduced |
| Rathbone Brothers plc | 5,900 | $266.6K | 0.00% | +300+5.4% | Added |
| Baldwin Investment Management, LLC | 6,006 | $271.4K | 0.03% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 6,015 | $271.8K | 0.04% | −21−0.3% | Reduced |
| GAMMA Investing LLC | 6,075 | $274.5K | 0.03% | +1,360+28.8% | Added |
| Alera Investment Advisors, LLC | 6,194 | $279.9K | 0.03% | −1,851−23.0% | Reduced |
| Abel Hall, LLC | 6,221 | $281.1K | 0.18% | +257+4.3% | Added |
| Summit Trail Advisors, LLC | 6,266 | $283.1K | 0.01% | −529−7.8% | Reduced |
| Squarepoint Ops LLC | 6,272 | $283.4K | 0.00% | +6,272 | New |
| Catalina Capital Group, LLC | 6,309 | $285.1K | 0.10% | +877+16.1% | Added |
| Sonoma Private Wealth LLC | 6,385 | $288.5K | 0.45% | −47−0.7% | Reduced |
| Hexagon Capital Partners LLC | 6,592 | $297.9K | 0.06% | +152+2.4% | Added |
| Prudential Financial Inc | 6,637 | $299.9K | 0.00% | −7,891−54.3% | Reduced |
| Beacon Pointe Advisors, LLC | 6,660 | $301.0K | 0.00% | −110−1.6% | Reduced |
| Keybank National Association | 6,662 | $301.1K | 0.00% | +1,016+18.0% | Added |
| Bleakley Financial Group, LLC | 6,740 | $304.6K | 0.01% | +622+10.2% | Added |
| Drive Wealth Management, LLC | 6,771 | $306.0K | 0.08% | +407+6.4% | Added |
| Moors & Cabot, Inc. | 6,828 | $308.5K | 0.02% | +331+5.1% | Added |
| AE Wealth Management LLC | 6,924 | $312.9K | 0.00% | −623−8.3% | Reduced |
| Cromwell Holdings LLC | 6,967 | $314.8K | 0.20% | 00.0% | Unchanged |
| Net Worth Advisory Group | 7,148 | $323.0K | 0.10% | +7,148 | New |
| Thrivent Financial for Lutherans | 7,201 | $325.0K | 0.00% | −61−0.8% | Reduced |
| Atria Wealth Solutions, Inc. | 7,220 | $327.9K | 0.00% | +7,220 | New |
| Lido Advisors, LLC | 7,282 | $329.1K | 0.00% | +138+1.9% | Added |
| Keel Point, LLC | 7,578 | $342.5K | 0.03% | −82−1.1% | Reduced |
| Callan Capital, LLC | 7,658 | $346.1K | 0.02% | +2,025+35.9% | Added |
| Lindbrook Capital, LLC | 7,671 | $346.7K | 0.03% | −1,502−16.4% | Reduced |
| Wedmont Private Capital | 7,669 | $350.2K | 0.02% | +720+10.4% | Added |
| Sivia Capital Partners, LLC | 7,899 | $357.0K | 0.21% | −958−10.8% | Reduced |
| Westover Capital Advisors, LLC | 7,950 | $359.3K | 0.07% | +1,750+28.2% | Added |
| Deutsche Bank AG | 7,971 | $360.2K | 0.00% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 8,095 | $365.8K | 0.01% | +147+1.8% | Added |
| Mesirow Financial Investment Management, Inc. | 8,123 | $367.1K | 0.01% | +22+0.3% | Added |
| American Trust Investment Advisors, LLC | 8,150 | $368.3K | 0.15% | +260+3.3% | Added |
| Prime Capital Investment Advisors, LLC | 8,268 | $373.6K | 0.01% | +341+4.3% | Added |
| Allie Family Office LLC | 8,504 | $384.3K | 0.21% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 8,562 | $386.9K | 0.01% | +8,562 | New |
| Linden Thomas Advisory Services, LLC | 8,565 | $387.1K | 0.05% | +1,728+25.3% | Added |
| Valeo Financial Advisors, LLC | 8,713 | $393.7K | 0.01% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 8,793 | $397.4K | 0.18% | −63−0.7% | Reduced |
| Courier Capital LLC | 8,904 | $402.4K | 0.03% | 00.0% | Unchanged |