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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 35,796 | $1.62M | 0.10% | +65+0.2% | Added |
| Rhumbline Advisers | 35,417 | $1.60M | 0.00% | +4,750+15.5% | Added |
| Cetera Investment Advisers | 34,398 | $1.55M | 0.00% | −824−2.3% | Reduced |
| 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 |
| Susquehanna International Securities, Ltd. | 33,271 | $1.50M | 0.50% | +19,617+143.7% | Added |
| Oppenheimer & Co Inc | 33,176 | $1.50M | 0.02% | −924−2.7% | Reduced |
| Lazard Asset Management LLC | 33,170 | $1.50M | 0.00% | −2,022−5.7% | Reduced |
| Atomi Financial Group, Inc. | 33,102 | $1.50M | 0.09% | +5,865+21.5% | Added |
| Quadrant Capital Group LLC | 32,815 | $1.48M | 0.10% | +950+3.0% | Added |
| Pacer Advisors, Inc. | 31,366 | $1.42M | 0.00% | −1,310−4.0% | Reduced |
| Qtron Investments LLC | 30,586 | $1.38M | 0.19% | −2,494−7.5% | Reduced |
| Orleans Capital Management Corp | 30,015 | $1.36M | 0.77% | −540−1.8% | Reduced |
| Regions Financial Corp | 29,536 | $1.33M | 0.01% | −2,410−7.5% | Reduced |
| Ativo Capital Management LLC | 28,673 | $1.30M | 1.13% | −170−0.6% | Reduced |
| Foresight Capital Management Advisors, Inc. | 28,316 | $1.28M | 0.76% | +1,133+4.2% | Added |
| Park Avenue Securities LLC | 27,507 | $1.24M | 0.01% | −5,325−16.2% | Reduced |
| Lake Street Advisors Group, LLC | 27,190 | $1.23M | 0.06% | +145+0.5% | Added |
| Forum Financial Management, LP | 26,801 | $1.21M | 0.02% | 00.0% | Unchanged |
| LGT Group Foundation | 26,815 | $1.21M | 0.02% | −2,740−9.3% | Reduced |
| Glenmede Trust Co NA | 26,725 | $1.21M | 0.01% | +2,782+11.6% | Added |
| Private Advisor Group, LLC | 26,715 | $1.21M | 0.01% | +318+1.2% | Added |
| Advisor Group Holdings, Inc. | 25,996 | $1.17M | 0.00% | −11,159−30.0% | Reduced |
| Morningstar Investment Services LLC | 25,533 | $1.17M | 0.01% | +719+2.9% | Added |
| Citigroup Inc | 25,500 | $1.15M | 0.00% | −1,448,042−98.3% | Reduced |
| Davenport & Co LLC | 24,609 | $1.11M | 0.01% | −885−3.5% | Reduced |
| RSM US Wealth Management LLC | 24,925 | $1.11M | 0.02% | +5,239+26.6% | Added |
| Checchi Capital Advisers, LLC | 24,355 | $1.10M | 0.08% | +873+3.7% | Added |
| Syon Capital LLC | 24,163 | $1.09M | 0.10% | +4,261+21.4% | Added |
| Miracle Mile Advisors, LLC | 23,805 | $1.08M | 0.02% | −977−3.9% | Reduced |
| Captrust Financial Advisors | 23,458 | $1.06M | 0.00% | −17,589−42.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 23,048 | $1.04M | 0.06% | −178−0.8% | Reduced |
| Systematic Alpha Investments, LLC | 23,000 | $1.04M | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 22,987 | $1.04M | 0.01% | −170−0.7% | Reduced |
| IFP Advisors, Inc | 22,822 | $1.03M | 0.04% | +1,257+5.8% | Added |
| Gabelli Funds LLC | 22,700 | $1.03M | 0.01% | −300−1.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 22,618 | $1.02M | 0.48% | +675+3.1% | Added |
| Henshaw Capital LLC | 22,593 | $1.02M | 0.04% | +14,097+165.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,674 | $979.5K | 0.00% | +542+2.6% | Added |
| MAI Capital Management | 21,565 | $974.5K | 0.01% | −9,568−30.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 21,463 | $969.7K | 0.02% | +8,298+63.0% | Added |
| Aaron Wealth Advisors | 20,869 | $943.1K | 0.11% | +3,594+20.8% | Added |
| Twin Tree Management, LP | 20,823 | $941.0K | 0.02% | +20,823 | New |
| Simplex Trading, LLC | 20,693 | $935.0K | 0.03% | +9,931+92.3% | Added |
| Ballentine Partners, LLC | 20,627 | $932.1K | 0.02% | −2,143−9.4% | Reduced |
| Rockefeller Capital Management L.P. | 20,577 | $927.2K | 0.00% | −2,578−11.1% | Reduced |
| RBF Capital, LLC | 20,000 | $903.8K | 0.05% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 19,933 | $900.8K | 0.11% | −6,366−24.2% | Reduced |
| D.A. Davidson & Co. | 19,635 | $887.3K | 0.01% | +10.0% | Added |
| Walleye Capital LLC | 19,599 | $885.7K | 0.01% | +14,106+256.8% | Added |
| Americana Partners, LLC | 19,396 | $876.5K | 0.06% | +161+0.8% | Added |
| Eagle Asset Management Inc | 19,494 | $876.5K | 0.00% | −7,134−26.8% | Reduced |
| McDonald Partners LLC | 18,928 | $855.4K | 0.21% | −1,798−8.7% | Reduced |
| Greenleaf Trust | 18,732 | $846.5K | 0.01% | −446−2.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 18,341 | $828.8K | 0.00% | +3,451+23.2% | Added |
| TownSquare Capital, LLC | 17,820 | $805.3K | 0.01% | +9,079+103.9% | Added |
| Ronald Blue Trust, Inc. | 18,418 | $801.2K | 0.01% | +10,074+120.7% | Added |
| Evergreen Capital Management LLC | 17,667 | $798.4K | 0.03% | +2,881+19.5% | Added |
| Ignite Planners, LLC | 17,427 | $787.5K | 0.18% | +225+1.3% | Added |
| CSS LLC | 17,100 | $772.7K | 0.04% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 17,067 | $771.3K | 0.07% | −165−1.0% | Reduced |
| Horizon Investments, LLC | 17,057 | $762.6K | 0.02% | −181−1.1% | Reduced |
| Brown Advisory Inc | 16,809 | $759.6K | 0.00% | +11,586+221.8% | Added |
| Legacy Financial Advisors, Inc. | 16,737 | $756.4K | 0.13% | +349+2.1% | Added |
| Pzena Investment Management LLC | 16,448 | $743.3K | 0.00% | −490−2.9% | Reduced |
| Sanctuary Advisors, LLC | 16,036 | $736.7K | 0.00% | +439+2.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,107 | $727.9K | 0.00% | −2,972−15.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 15,901 | $718.6K | 0.00% | +8,340+110.3% | Added |
| Invesco Ltd. | 15,898 | $718.4K | 0.00% | −4,004−20.1% | Reduced |
| Schechter Investment Advisors, LLC | 15,079 | $681.4K | 0.05% | +972+6.9% | Added |
| Ellevest, Inc. | 15,054 | $680.3K | 0.04% | −2,772−15.6% | Reduced |
| Ieq Capital, LLC | 14,848 | $671.0K | 0.01% | +1,313+9.7% | Added |
| State Street Corp | 14,767 | $667.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 14,949 | $666.6K | 0.01% | +10.0% | Added |
| PDS Planning, Inc | 14,483 | $654.5K | 0.06% | +71+0.5% | Added |
| Pitcairn Co | 14,343 | $648.2K | 0.04% | −2,194−13.3% | Reduced |
| Integrated Wealth Concepts LLC | 14,185 | $641.0K | 0.01% | +265+1.9% | Added |
| Soltis Investment Advisors LLC | 14,182 | $640.9K | 0.06% | +14,182 | New |
| Henry James International Management, Inc. | 14,173 | $640.5K | 0.22% | +10.0% | Added |
| Tower Research Capital LLC (TRC) | 13,979 | $631.7K | 0.02% | +11,383+438.5% | Added |
| BKM Wealth Management, LLC | 13,873 | $626.9K | 0.25% | +7,159+106.6% | Added |
| Prospera Financial Services Inc | 13,782 | $622.8K | 0.02% | −89−0.6% | Reduced |
| Profund Advisors LLC | 13,524 | $611.1K | 0.02% | −2,040−13.1% | Reduced |
| Wedbush Securities Inc | 13,340 | $603.0K | 0.02% | −9,312−41.1% | Reduced |
| SG Americas Securities, LLC | 13,154 | $594.0K | 0.00% | +13,154 | New |
| Legacy Wealth Asset Management, LLC | 13,115 | $592.7K | 0.16% | +64+0.5% | Added |
| BSW Wealth Partners | 12,928 | $584.2K | 0.09% | +545+4.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,838 | $580.0K | 0.00% | +1,647+14.7% | Added |
| Sage Rhino Capital LLC | 12,775 | $577.3K | 0.13% | +62+0.5% | Added |
| Aprio Wealth Management, LLC | 12,517 | $565.6K | 0.09% | +4,035+47.6% | Added |
| Avantax Advisory Services, Inc. | 12,462 | $563.2K | 0.00% | +310+2.6% | Added |
| West Family Investments, Inc. | 12,444 | $562.3K | 0.19% | −45,709−78.6% | Reduced |
| GWM Advisors LLC | 12,352 | $558.2K | 0.00% | +163+1.3% | Added |
| Blair William & Co | 12,056 | $544.8K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,990 | $541.8K | 0.02% | +273+2.3% | Added |
| Virtu Financial LLC | 11,982 | $541.0K | 0.03% | −2,606−17.9% | Reduced |
| Cooper Financial Group | 11,887 | $537.2K | 0.07% | +494+4.3% | Added |
| Parallel Advisors, LLC | 11,668 | $527.3K | 0.01% | +1,589+15.8% | Added |
| SeaBridge Investment Advisors LLC | 11,663 | $527.1K | 0.13% | −990−7.8% | Reduced |
| Cordatus Wealth Management LLC | 11,603 | $524.0K | 0.19% | 00.0% | Unchanged |