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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 298,584 | $13.5M | 0.00% | −132,843−30.8% | Reduced |
| Meritage Portfolio Management | 301,813 | $13.6M | 0.84% | +67,617+28.9% | Added |
| QRG Capital Management, Inc. | 310,442 | $14.0M | 0.15% | +7,448+2.5% | Added |
| O'Shaughnessy Asset Management, LLC | 316,856 | $14.1M | 0.13% | +74,570+30.8% | Added |
| Raymond James & Associates | 319,985 | $14.5M | 0.01% | −41,431−11.5% | Reduced |
| Qube Research & Technologies Ltd | 320,681 | $14.5M | 0.03% | +189,004+143.5% | Added |
| Millennium Management LLC | 324,057 | $14.6M | 0.01% | +136,933+73.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 335,893 | $15.2M | 0.05% | −158,257−32.0% | Reduced |
| Franklin Resources Inc | 385,544 | $17.1M | 0.00% | −80,378−17.3% | Reduced |
| Natixis Advisors, L.P. | 390,337 | $17.6M | 0.03% | −23,452−5.7% | Reduced |
| Crossmark Global Holdings, Inc. | 500,547 | $22.6M | 0.40% | +67,941+15.7% | Added |
| Mediolanum International Funds Ltd | 3,095,699 | $28.2M | 0.39% | +3,095,699 | New |
| Citadel Advisors LLC | 687,682 | $31.1M | 0.03% | +478,075+228.1% | Added |
| Cookson Peirce & Co Inc | 692,377 | $31.3M | 1.47% | −4,994−0.7% | Reduced |
| American Century Companies Inc | 896,677 | $40.5M | 0.02% | +45,835+5.4% | Added |
| Royal Bank of Canada | 916,109 | $41.4M | 0.01% | +32,494+3.7% | Added |
| Northern Trust Corp | 1,830,257 | $82.7M | 0.01% | −73,709−3.9% | Reduced |
| FMR LLC | 2,442,205 | $110.4M | 0.01% | +749,759+44.3% | Added |
| BlackRock, Inc. | 2,494,507 | $112.7M | 0.00% | +2,494,507 | New |
| Sanders Capital, LLC | 2,982,050 | $134.8M | 0.20% | −4,620−0.2% | Reduced |
| Bank of America Corp | 3,355,213 | $151.6M | 0.01% | +535,408+19.0% | Added |
| Goldman Sachs Group Inc | 4,788,342 | $216.4M | 0.04% | −964,805−16.8% | Reduced |
| Morgan Stanley | 6,374,459 | $288.1M | 0.02% | −76,070−1.2% | Reduced |
| Dimensional Fund Advisors LP | 10,657,632 | $481.6M | 0.12% | −502,164−4.5% | Reduced |
| Russell Investments Group, Ltd. | 30,417 | – | – | +6,059+24.9% | Added |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,087,712−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −2,451,392−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −30,719−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −20,200−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −19,079−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,614−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −11,994−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −10,731−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −9,826−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −6,991−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −6,118−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −5,601−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −5,425−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −4,946−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −4,768−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −4,735−100.0% | Sold out |
| Leo Wealth, LLC | 0 | $0 | 0.00% | −4,675−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −3,908−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,077−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| GFS Advisors, LLC | 0 | $0 | 0.00% | −205,905−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Brown Financial Advisors | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Karpas Strategies, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |