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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 8,987 | $406.1K | 0.01% | −3,608−28.6% | Reduced |
| HighMark Wealth Management LLC | 9,008 | $407.1K | 0.22% | −69−0.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,029 | $408.0K | 0.06% | +20.0% | Added |
| Coldstream Capital Management Inc | 9,141 | $413.1K | 0.01% | +619+7.3% | Added |
| Traveka Wealth, LLC | 9,155 | $413.7K | 0.21% | +904+11.0% | Added |
| Kathmere Capital Management, LLC | 9,188 | $415.2K | 0.04% | +3,210+53.7% | Added |
| Crumly & Associates Inc. | 9,286 | $419.6K | 0.12% | −6,684−41.9% | Reduced |
| Optas, LLC | 9,317 | $421.0K | 0.10% | +1,431+18.1% | Added |
| Smartleaf Asset Management LLC | 9,376 | $427.7K | 0.05% | +2,909+45.0% | Added |
| Five Oceans Advisors | 9,572 | $432.6K | 0.21% | 00.0% | Unchanged |
| FORA Capital, LLC | 9,599 | $433.8K | 0.05% | −5,163−35.0% | Reduced |
| MQS Management LLC | 9,716 | $439.1K | 0.25% | +9,716 | New |
| Investors Research Corp | 9,966 | $450.4K | 0.10% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 10,217 | $461.7K | 0.03% | +535+5.5% | Added |
| Clarius Group, LLC | 10,386 | $469.3K | 0.03% | −4,186−28.7% | Reduced |
| Two Sigma Investments, LP | 10,458 | $472.6K | 0.00% | +358+3.5% | Added |
| Everstar Asset Management, LLC | 10,626 | $480.2K | 0.33% | +10,626 | New |
| Gradient Investments LLC | 10,921 | $493.5K | 0.01% | −103−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,086 | $501.0K | 0.00% | +1,190+12.0% | Added |
| Susquehanna International Group, LLP | 11,246 | $508.2K | 0.00% | −40,315−78.2% | Reduced |
| Cable Hill Partners, LLC | 11,294 | $510.4K | 0.05% | −1,375−10.9% | Reduced |
| HighPoint Advisor Group LLC | 11,227 | $518.5K | 0.03% | +966+9.4% | Added |
| Lester Murray Antman dba SimplyRich | 11,520 | $520.0K | 0.14% | +4,797+71.4% | Added |
| Savant Capital, LLC | 11,571 | $522.9K | 0.00% | +1,238+12.0% | Added |
| Cordatus Wealth Management LLC | 11,603 | $524.0K | 0.19% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 11,663 | $527.1K | 0.13% | −990−7.8% | Reduced |
| Parallel Advisors, LLC | 11,668 | $527.3K | 0.01% | +1,589+15.8% | Added |
| Cooper Financial Group | 11,887 | $537.2K | 0.07% | +494+4.3% | Added |
| Virtu Financial LLC | 11,982 | $541.0K | 0.03% | −2,606−17.9% | Reduced |
| Dynamic Advisor Solutions LLC | 11,990 | $541.8K | 0.02% | +273+2.3% | Added |
| Blair William & Co | 12,056 | $544.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,352 | $558.2K | 0.00% | +163+1.3% | Added |
| West Family Investments, Inc. | 12,444 | $562.3K | 0.19% | −45,709−78.6% | Reduced |
| Avantax Advisory Services, Inc. | 12,462 | $563.2K | 0.00% | +310+2.6% | Added |
| Aprio Wealth Management, LLC | 12,517 | $565.6K | 0.09% | +4,035+47.6% | Added |
| Sage Rhino Capital LLC | 12,775 | $577.3K | 0.13% | +62+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,838 | $580.0K | 0.00% | +1,647+14.7% | Added |
| BSW Wealth Partners | 12,928 | $584.2K | 0.09% | +545+4.4% | Added |
| Legacy Wealth Asset Management, LLC | 13,115 | $592.7K | 0.16% | +64+0.5% | Added |
| SG Americas Securities, LLC | 13,154 | $594.0K | 0.00% | +13,154 | New |
| Wedbush Securities Inc | 13,340 | $603.0K | 0.02% | −9,312−41.1% | Reduced |
| Profund Advisors LLC | 13,524 | $611.1K | 0.02% | −2,040−13.1% | Reduced |
| Prospera Financial Services Inc | 13,782 | $622.8K | 0.02% | −89−0.6% | Reduced |
| BKM Wealth Management, LLC | 13,873 | $626.9K | 0.25% | +7,159+106.6% | Added |
| Tower Research Capital LLC (TRC) | 13,979 | $631.7K | 0.02% | +11,383+438.5% | Added |
| Henry James International Management, Inc. | 14,173 | $640.5K | 0.22% | +10.0% | Added |
| Soltis Investment Advisors LLC | 14,182 | $640.9K | 0.06% | +14,182 | New |
| Integrated Wealth Concepts LLC | 14,185 | $641.0K | 0.01% | +265+1.9% | Added |
| Pitcairn Co | 14,343 | $648.2K | 0.04% | −2,194−13.3% | Reduced |
| PDS Planning, Inc | 14,483 | $654.5K | 0.06% | +71+0.5% | Added |
| TD Waterhouse Canada Inc. | 14,949 | $666.6K | 0.01% | +10.0% | Added |
| State Street Corp | 14,767 | $667.3K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 14,848 | $671.0K | 0.01% | +1,313+9.7% | Added |
| Ellevest, Inc. | 15,054 | $680.3K | 0.04% | −2,772−15.6% | Reduced |
| Schechter Investment Advisors, LLC | 15,079 | $681.4K | 0.05% | +972+6.9% | Added |
| Invesco Ltd. | 15,898 | $718.4K | 0.00% | −4,004−20.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 15,901 | $718.6K | 0.00% | +8,340+110.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,107 | $727.9K | 0.00% | −2,972−15.6% | Reduced |
| Sanctuary Advisors, LLC | 16,036 | $736.7K | 0.00% | +439+2.8% | Added |
| Pzena Investment Management LLC | 16,448 | $743.3K | 0.00% | −490−2.9% | Reduced |
| Legacy Financial Advisors, Inc. | 16,737 | $756.4K | 0.13% | +349+2.1% | Added |
| Brown Advisory Inc | 16,809 | $759.6K | 0.00% | +11,586+221.8% | Added |
| Horizon Investments, LLC | 17,057 | $762.6K | 0.02% | −181−1.1% | Reduced |
| Founders Financial Securities LLC | 17,067 | $771.3K | 0.07% | −165−1.0% | Reduced |
| CSS LLC | 17,100 | $772.7K | 0.04% | 00.0% | Unchanged |
| Ignite Planners, LLC | 17,427 | $787.5K | 0.18% | +225+1.3% | Added |
| Evergreen Capital Management LLC | 17,667 | $798.4K | 0.03% | +2,881+19.5% | Added |
| Ronald Blue Trust, Inc. | 18,418 | $801.2K | 0.01% | +10,074+120.7% | Added |
| TownSquare Capital, LLC | 17,820 | $805.3K | 0.01% | +9,079+103.9% | Added |
| Allspring Global Investments Holdings, LLC | 18,341 | $828.8K | 0.00% | +3,451+23.2% | Added |
| Greenleaf Trust | 18,732 | $846.5K | 0.01% | −446−2.3% | Reduced |
| McDonald Partners LLC | 18,928 | $855.4K | 0.21% | −1,798−8.7% | Reduced |
| Eagle Asset Management Inc | 19,494 | $876.5K | 0.00% | −7,134−26.8% | Reduced |
| Americana Partners, LLC | 19,396 | $876.5K | 0.06% | +161+0.8% | Added |
| Walleye Capital LLC | 19,599 | $885.7K | 0.01% | +14,106+256.8% | Added |
| D.A. Davidson & Co. | 19,635 | $887.3K | 0.01% | +10.0% | Added |
| Vise Technologies, Inc. | 19,933 | $900.8K | 0.11% | −6,366−24.2% | Reduced |
| RBF Capital, LLC | 20,000 | $903.8K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 20,577 | $927.2K | 0.00% | −2,578−11.1% | Reduced |
| Ballentine Partners, LLC | 20,627 | $932.1K | 0.02% | −2,143−9.4% | Reduced |
| Simplex Trading, LLC | 20,693 | $935.0K | 0.03% | +9,931+92.3% | Added |
| Twin Tree Management, LP | 20,823 | $941.0K | 0.02% | +20,823 | New |
| Aaron Wealth Advisors | 20,869 | $943.1K | 0.11% | +3,594+20.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 21,463 | $969.7K | 0.02% | +8,298+63.0% | Added |
| MAI Capital Management | 21,565 | $974.5K | 0.01% | −9,568−30.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,674 | $979.5K | 0.00% | +542+2.6% | Added |
| Henshaw Capital LLC | 22,593 | $1.02M | 0.04% | +14,097+165.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 22,618 | $1.02M | 0.48% | +675+3.1% | Added |
| Gabelli Funds LLC | 22,700 | $1.03M | 0.01% | −300−1.3% | Reduced |
| IFP Advisors, Inc | 22,822 | $1.03M | 0.04% | +1,257+5.8% | Added |
| United Capital Financial Advisers, LLC | 22,987 | $1.04M | 0.01% | −170−0.7% | Reduced |
| Systematic Alpha Investments, LLC | 23,000 | $1.04M | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 23,048 | $1.04M | 0.06% | −178−0.8% | Reduced |
| Captrust Financial Advisors | 23,458 | $1.06M | 0.00% | −17,589−42.9% | Reduced |
| Miracle Mile Advisors, LLC | 23,805 | $1.08M | 0.02% | −977−3.9% | Reduced |
| Syon Capital LLC | 24,163 | $1.09M | 0.10% | +4,261+21.4% | Added |
| Checchi Capital Advisers, LLC | 24,355 | $1.10M | 0.08% | +873+3.7% | Added |
| RSM US Wealth Management LLC | 24,925 | $1.11M | 0.02% | +5,239+26.6% | Added |
| Davenport & Co LLC | 24,609 | $1.11M | 0.01% | −885−3.5% | Reduced |
| Citigroup Inc | 25,500 | $1.15M | 0.00% | −1,448,042−98.3% | Reduced |