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 |
|---|---|---|---|---|---|
| Morningstar Investment Services LLC | 25,533 | $1.17M | 0.01% | +719+2.9% | Added |
| Advisor Group Holdings, Inc. | 25,996 | $1.17M | 0.00% | −11,159−30.0% | Reduced |
| Private Advisor Group, LLC | 26,715 | $1.21M | 0.01% | +318+1.2% | Added |
| Glenmede Trust Co NA | 26,725 | $1.21M | 0.01% | +2,782+11.6% | Added |
| LGT Group Foundation | 26,815 | $1.21M | 0.02% | −2,740−9.3% | Reduced |
| Forum Financial Management, LP | 26,801 | $1.21M | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 27,190 | $1.23M | 0.06% | +145+0.5% | Added |
| Park Avenue Securities LLC | 27,507 | $1.24M | 0.01% | −5,325−16.2% | Reduced |
| Foresight Capital Management Advisors, Inc. | 28,316 | $1.28M | 0.76% | +1,133+4.2% | Added |
| Ativo Capital Management LLC | 28,673 | $1.30M | 1.13% | −170−0.6% | Reduced |
| Regions Financial Corp | 29,536 | $1.33M | 0.01% | −2,410−7.5% | Reduced |
| Orleans Capital Management Corp | 30,015 | $1.36M | 0.77% | −540−1.8% | Reduced |
| Qtron Investments LLC | 30,586 | $1.38M | 0.19% | −2,494−7.5% | Reduced |
| Pacer Advisors, Inc. | 31,366 | $1.42M | 0.00% | −1,310−4.0% | Reduced |
| Quadrant Capital Group LLC | 32,815 | $1.48M | 0.10% | +950+3.0% | Added |
| Atomi Financial Group, Inc. | 33,102 | $1.50M | 0.09% | +5,865+21.5% | Added |
| Lazard Asset Management LLC | 33,170 | $1.50M | 0.00% | −2,022−5.7% | Reduced |
| Oppenheimer & Co Inc | 33,176 | $1.50M | 0.02% | −924−2.7% | Reduced |
| Susquehanna International Securities, Ltd. | 33,271 | $1.50M | 0.50% | +19,617+143.7% | Added |
| Brinker Capital Investments, LLC | 34,025 | $1.54M | 0.02% | −3,162−8.5% | Reduced |
| Orion Portfolio Solutions, LLC | 34,025 | $1.54M | 0.02% | −3,162−8.5% | Reduced |
| Cetera Investment Advisers | 34,398 | $1.55M | 0.00% | −824−2.3% | Reduced |
| Rhumbline Advisers | 35,417 | $1.60M | 0.00% | +4,750+15.5% | Added |
| Thoroughbred Financial Services, LLC | 35,796 | $1.62M | 0.10% | +65+0.2% | Added |
| Truist Financial Corp | 37,087 | $1.68M | 0.00% | +607+1.7% | Added |
| Advisors Asset Management, Inc. | 37,094 | $1.68M | 0.03% | +6,056+19.5% | Added |
| Jane Street Group, LLC | 37,452 | $1.69M | 0.00% | −31,087−45.4% | Reduced |
| Neuberger Berman Group LLC | 37,971 | $1.72M | 0.00% | −92,877−71.0% | Reduced |
| Raelipskie Partnership | 39,343 | $1.78M | 0.87% | +8,257+26.6% | Added |
| CAPROCK Group, Inc. | 39,566 | $1.79M | 0.07% | +4,490+12.8% | Added |
| CIBC World Markets Inc. | 39,812 | $1.80M | 0.00% | +983+2.5% | Added |
| Richard P Slaughter Associates Inc | 40,494 | $1.83M | 0.42% | +2,249+5.9% | Added |
| Barclays PLC | 40,867 | $1.85M | 0.00% | −880−2.1% | Reduced |
| Acadian Asset Management LLC | 41,297 | $1.87M | 0.01% | −19,706−32.3% | Reduced |
| Earnest Partners LLC | 41,488 | $1.87M | 0.01% | +190+0.5% | Added |
| Seven Eight Capital, LP | 42,510 | $1.92M | 0.17% | +42,510 | New |
| XTX Topco Ltd | 43,286 | $1.96M | 0.14% | +43,286 | New |
| Yousif Capital Management, LLC | 44,891 | $2.03M | 0.02% | −15,827−26.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 45,491 | $2.06M | 0.13% | −19,508−30.0% | Reduced |
| Janney Montgomery Scott LLC | 46,323 | $2.09M | 0.01% | −5,754−11.0% | Reduced |
| Brandes Investment Partners, LP | 47,093 | $2.13M | 0.02% | −5,315−10.1% | Reduced |
| MML Investors Services, LLC | 47,677 | $2.15M | 0.01% | −17,034−26.3% | Reduced |
| The PNC Financial Services Group, Inc. | 48,668 | $2.20M | 0.00% | −2,703−5.3% | Reduced |
| CI Private Wealth, LLC | 48,848 | $2.21M | 0.00% | +1,282+2.7% | Added |
| Caas Capital Management LP | 49,596 | $2.24M | 1.53% | +31,403+172.6% | Added |
| Two Sigma Advisers, LP | 49,900 | $2.25M | 0.01% | +31,000+164.0% | Added |
| Northwestern Mutual Wealth Management Co | 49,917 | $2.26M | 0.00% | −312−0.6% | Reduced |
| Veriti Management LLC | 50,238 | $2.27M | 0.12% | +646+1.3% | Added |
| Signaturefd, LLC | 51,360 | $2.32M | 0.04% | −1,089−2.1% | Reduced |
| Quantbot Technologies LP | 53,227 | $2.41M | 0.09% | +53,227 | New |
| Sequoia Financial Advisors, LLC | 53,240 | $2.41M | 0.03% | +27,002+102.9% | Added |
| HRT Financial LP | 56,247 | $2.54M | 0.01% | +56,247 | New |
| Commonwealth Equity Services, LLC | 56,638 | $2.56M | 0.00% | +118+0.2% | Added |
| Capital Fund Management S.A. | 56,791 | $2.57M | 0.03% | +56,791 | New |
| JPMorgan Chase & Co | 56,860 | $2.57M | 0.00% | +28,939+103.6% | Added |
| AQR Capital Management LLC | 57,667 | $2.61M | 0.00% | +3,551+6.6% | Added |
| International Assets Investment Management, LLC | 121,200 | $2.68M | 0.01% | +121,200 | New |
| Frank, Rimerman Advisors LLC | 60,554 | $2.74M | 0.19% | +1,005+1.7% | Added |
| Wetherby Asset Management Inc | 61,085 | $2.76M | 0.13% | −343−0.6% | Reduced |
| Vident Advisory, LLC | 63,308 | $2.86M | 0.07% | +11,161+21.4% | Added |
| Old Port Advisors | 64,535 | $2.92M | 0.81% | −930−1.4% | Reduced |
| Catalyst Capital Advisors LLC | 66,930 | $3.02M | 0.07% | −1,920−2.8% | Reduced |
| Engineers Gate Manager LP | 70,117 | $3.17M | 0.06% | +70,117 | New |
| GQG Partners LLC | 75,339 | $3.40M | 0.01% | −3,285−4.2% | Reduced |
| UBS Group AG | 81,490 | $3.68M | 0.00% | −8,818−9.8% | Reduced |
| JustInvest LLC | 85,296 | $3.85M | 0.06% | +4,023+4.9% | Added |
| Cresset Asset Management, LLC | 90,053 | $4.07M | 0.02% | +13,615+17.8% | Added |
| Cerity Partners LLC | 92,136 | $4.16M | 0.01% | +36,543+65.7% | Added |
| Naviter Wealth, LLC | 93,333 | $4.22M | 0.59% | +2,525+2.8% | Added |
| BNP Paribas Arbitrage, SA | 93,675 | $4.23M | 0.00% | +74,295+383.4% | Added |
| US Bancorp | 95,063 | $4.30M | 0.01% | −36,617−27.8% | Reduced |
| SEI Investments Co | 101,868 | $4.60M | 0.01% | −17,276−14.5% | Reduced |
| Manatuck Hill Partners, LLC | 107,448 | $4.86M | 1.84% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 108,980 | $4.92M | 1.16% | −6,220−5.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 112,470 | $5.08M | 0.13% | −47,634−29.8% | Reduced |
| M&T Bank Corp | 114,776 | $5.19M | 0.02% | −1,933−1.7% | Reduced |
| Ramirez Asset Management, Inc. | 116,931 | $5.28M | 1.01% | +1,907+1.7% | Added |
| LPL Financial LLC | 124,643 | $5.63M | 0.00% | +1,450+1.2% | Added |
| Ritholtz Wealth Management | 125,598 | $5.68M | 0.17% | +24,149+23.8% | Added |
| Hennessy Advisors Inc | 129,800 | $5.87M | 0.19% | 00.0% | Unchanged |
| Insight Folios Inc | 130,832 | $5.91M | 2.11% | +9,299+7.7% | Added |
| Stifel Financial Corp | 138,127 | $6.24M | 0.01% | +39,465+40.0% | Added |
| Ethic Inc. | 160,897 | $6.33M | 0.16% | −22,716−12.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 140,454 | $6.35M | 0.05% | +140,454 | New |
| Bank of New York Mellon Corp | 147,511 | $6.67M | 0.00% | +12,866+9.6% | Added |
| Renaissance Group LLC | 151,637 | $6.85M | 0.28% | −3,192−2.1% | Reduced |
| CWM, LLC | 152,288 | $6.88M | 0.03% | −6,698−4.2% | Reduced |
| HighTower Advisors, LLC | 157,846 | $7.13M | 0.01% | +24,080+18.0% | Added |
| Pathstone Holdings, LLC | 158,174 | $7.15M | 0.03% | −410.0% | Reduced |
| Promethos Capital, LLC | 162,754 | $7.35M | 2.62% | −844−0.5% | Reduced |
| Mariner, LLC | 166,659 | $7.54M | 0.01% | +5,622+3.5% | Added |
| American Assets Investment Management, LLC | 166,918 | $7.54M | 0.66% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 170,880 | $7.72M | 0.00% | −2,123−1.2% | Reduced |
| Mercer Global Advisors Inc | 174,883 | $7.80M | 0.02% | +10,960+6.7% | Added |
| Bank of Montreal | 171,416 | $7.82M | 0.00% | +94,991+124.3% | Added |
| Quantinno Capital Management LP | 179,908 | $8.13M | 0.11% | −11,876−6.2% | Reduced |
| Charles Schwab Investment Management Inc | 215,748 | $9.75M | 0.00% | +27,495+14.6% | Added |
| Creative Planning | 222,092 | $10.0M | 0.01% | +19,165+9.4% | Added |
| Renaissance Technologies LLC | 272,665 | $12.3M | 0.02% | −176,700−39.3% | Reduced |
| Wells Fargo & Company | 275,247 | $12.4M | 0.00% | −27,024−8.9% | Reduced |