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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 11,571 | $522.9K | 0.00% | +1,238+12.0% | Added |
| Lester Murray Antman dba SimplyRich | 11,520 | $520.0K | 0.14% | +4,797+71.4% | Added |
| HighPoint Advisor Group LLC | 11,227 | $518.5K | 0.03% | +966+9.4% | Added |
| Cable Hill Partners, LLC | 11,294 | $510.4K | 0.05% | −1,375−10.9% | Reduced |
| Susquehanna International Group, LLP | 11,246 | $508.2K | 0.00% | −40,315−78.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,086 | $501.0K | 0.00% | +1,190+12.0% | Added |
| Gradient Investments LLC | 10,921 | $493.5K | 0.01% | −103−0.9% | Reduced |
| Everstar Asset Management, LLC | 10,626 | $480.2K | 0.33% | +10,626 | New |
| Two Sigma Investments, LP | 10,458 | $472.6K | 0.00% | +358+3.5% | Added |
| Clarius Group, LLC | 10,386 | $469.3K | 0.03% | −4,186−28.7% | Reduced |
| Nations Financial Group Inc, | 10,217 | $461.7K | 0.03% | +535+5.5% | Added |
| Investors Research Corp | 9,966 | $450.4K | 0.10% | 00.0% | Unchanged |
| MQS Management LLC | 9,716 | $439.1K | 0.25% | +9,716 | New |
| FORA Capital, LLC | 9,599 | $433.8K | 0.05% | −5,163−35.0% | Reduced |
| Five Oceans Advisors | 9,572 | $432.6K | 0.21% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 9,376 | $427.7K | 0.05% | +2,909+45.0% | Added |
| Optas, LLC | 9,317 | $421.0K | 0.10% | +1,431+18.1% | Added |
| Crumly & Associates Inc. | 9,286 | $419.6K | 0.12% | −6,684−41.9% | Reduced |
| Kathmere Capital Management, LLC | 9,188 | $415.2K | 0.04% | +3,210+53.7% | Added |
| Traveka Wealth, LLC | 9,155 | $413.7K | 0.21% | +904+11.0% | Added |
| Coldstream Capital Management Inc | 9,141 | $413.1K | 0.01% | +619+7.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9,029 | $408.0K | 0.06% | +20.0% | Added |
| HighMark Wealth Management LLC | 9,008 | $407.1K | 0.22% | −69−0.8% | Reduced |
| Global Retirement Partners, LLC | 8,987 | $406.1K | 0.01% | −3,608−28.6% | Reduced |
| Courier Capital LLC | 8,904 | $402.4K | 0.03% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 8,793 | $397.4K | 0.18% | −63−0.7% | Reduced |
| Valeo Financial Advisors, LLC | 8,713 | $393.7K | 0.01% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 8,565 | $387.1K | 0.05% | +1,728+25.3% | Added |
| ICONIQ Capital, LLC | 8,562 | $386.9K | 0.01% | +8,562 | New |
| Allie Family Office LLC | 8,504 | $384.3K | 0.21% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 8,268 | $373.6K | 0.01% | +341+4.3% | Added |
| American Trust Investment Advisors, LLC | 8,150 | $368.3K | 0.15% | +260+3.3% | Added |
| Mesirow Financial Investment Management, Inc. | 8,123 | $367.1K | 0.01% | +22+0.3% | Added |
| Mission Wealth Management, LP | 8,095 | $365.8K | 0.01% | +147+1.8% | Added |
| Deutsche Bank AG | 7,971 | $360.2K | 0.00% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 7,950 | $359.3K | 0.07% | +1,750+28.2% | Added |
| Sivia Capital Partners, LLC | 7,899 | $357.0K | 0.21% | −958−10.8% | Reduced |
| Wedmont Private Capital | 7,669 | $350.2K | 0.02% | +720+10.4% | Added |
| Lindbrook Capital, LLC | 7,671 | $346.7K | 0.03% | −1,502−16.4% | Reduced |
| Callan Capital, LLC | 7,658 | $346.1K | 0.02% | +2,025+35.9% | Added |
| Keel Point, LLC | 7,578 | $342.5K | 0.03% | −82−1.1% | Reduced |
| Lido Advisors, LLC | 7,282 | $329.1K | 0.00% | +138+1.9% | Added |
| Atria Wealth Solutions, Inc. | 7,220 | $327.9K | 0.00% | +7,220 | New |
| Thrivent Financial for Lutherans | 7,201 | $325.0K | 0.00% | −61−0.8% | Reduced |
| Net Worth Advisory Group | 7,148 | $323.0K | 0.10% | +7,148 | New |
| Cromwell Holdings LLC | 6,967 | $314.8K | 0.20% | 00.0% | Unchanged |
| AE Wealth Management LLC | 6,924 | $312.9K | 0.00% | −623−8.3% | Reduced |
| Moors & Cabot, Inc. | 6,828 | $308.5K | 0.02% | +331+5.1% | Added |
| Drive Wealth Management, LLC | 6,771 | $306.0K | 0.08% | +407+6.4% | Added |
| Bleakley Financial Group, LLC | 6,740 | $304.6K | 0.01% | +622+10.2% | Added |
| Keybank National Association | 6,662 | $301.1K | 0.00% | +1,016+18.0% | Added |
| Beacon Pointe Advisors, LLC | 6,660 | $301.0K | 0.00% | −110−1.6% | Reduced |
| Prudential Financial Inc | 6,637 | $299.9K | 0.00% | −7,891−54.3% | Reduced |
| Hexagon Capital Partners LLC | 6,592 | $297.9K | 0.06% | +152+2.4% | Added |
| Sonoma Private Wealth LLC | 6,385 | $288.5K | 0.45% | −47−0.7% | Reduced |
| Catalina Capital Group, LLC | 6,309 | $285.1K | 0.10% | +877+16.1% | Added |
| Squarepoint Ops LLC | 6,272 | $283.4K | 0.00% | +6,272 | New |
| Summit Trail Advisors, LLC | 6,266 | $283.1K | 0.01% | −529−7.8% | Reduced |
| Abel Hall, LLC | 6,221 | $281.1K | 0.18% | +257+4.3% | Added |
| Alera Investment Advisors, LLC | 6,194 | $279.9K | 0.03% | −1,851−23.0% | Reduced |
| GAMMA Investing LLC | 6,075 | $274.5K | 0.03% | +1,360+28.8% | Added |
| 180 Wealth Advisors, LLC | 6,015 | $271.8K | 0.04% | −21−0.3% | Reduced |
| Baldwin Investment Management, LLC | 6,006 | $271.4K | 0.03% | 00.0% | Unchanged |
| Rathbone Brothers plc | 5,900 | $266.6K | 0.00% | +300+5.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,895 | $266.4K | 0.01% | −300−4.8% | Reduced |
| Resources Investment Advisors, LLC. | 5,826 | $263.3K | 0.00% | +5,826 | New |
| Security National Bank of Sioux City Iowa | 5,681 | $256.7K | 0.16% | +5,681 | New |
| Werba Rubin Papier Wealth Management | 5,640 | $254.9K | 0.06% | −40−0.7% | Reduced |
| Guggenheim Capital LLC | 5,600 | $253.1K | 0.00% | −10,505−65.2% | Reduced |
| Geneos Wealth Management Inc. | 5,566 | $251.5K | 0.01% | +517+10.2% | Added |
| Acorn Creek Capital LLC | 5,522 | $249.5K | 0.13% | +26+0.5% | Added |
| Waters Parkerson & Co., LLC | 5,500 | $249.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,216 | $235.7K | 0.00% | −200−3.7% | Reduced |
| Seven Mile Advisory | 5,215 | $235.7K | 0.16% | +473+10.0% | Added |
| New York State Common Retirement Fund | 5,188 | $234.4K | 0.00% | −2,494−32.5% | Reduced |
| Angeles Investment Advisors, LLC | 4,950 | $223.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,891 | $221.0K | 0.02% | −272−5.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,876 | $220.4K | 0.06% | −10.0% | Reduced |
| Change Path, LLC | 4,812 | $217.5K | 0.01% | +4,812 | New |
| Gitterman Wealth Management, LLC | 4,760 | $215.0K | 0.09% | +61+1.3% | Added |
| Canopy Partners, LLC | 4,718 | $213.2K | 0.09% | +95+2.1% | Added |
| Total Clarity Wealth Management, Inc. | 4,710 | $212.8K | 0.07% | +4,710 | New |
| Contravisory Investment Management, Inc. | 4,648 | $210.0K | 0.04% | +101+2.2% | Added |
| Principal Street Partners, LLC | 4,786 | $208.2K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 4,602 | $208.0K | 0.07% | +4,602 | New |
| Trust Point Inc. | 4,538 | $205.1K | 0.02% | −477−9.5% | Reduced |
| Farther Finance Advisors, LLC | 3,782 | $170.9K | 0.01% | +60+1.6% | Added |
| Wintrust Investments LLC | 3,509 | $158.0K | 0.12% | −31,613−90.0% | Reduced |
| Advisors Preferred, LLC | 3,393 | $151.3K | 0.02% | +3,393 | New |
| Belvedere Trading LLC | 3,187 | $144.0K | 0.01% | +3,187 | New |
| GeoWealth Management, LLC | 3,074 | $138.9K | 0.00% | +3,074 | New |
| Principal Securities, Inc. | 3,053 | $138.0K | 0.00% | −341−10.0% | Reduced |
| Barometer Capital Management Inc. | 3,080 | $137.7K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,692 | $121.7K | 0.00% | +2,692 | New |
| Federation des caisses Desjardins du Quebec | 2,675 | $120.9K | 0.00% | −25−0.9% | Reduced |
| Grove Bank & Trust | 2,593 | $117.2K | 0.02% | +507+24.3% | Added |
| Jones Financial Companies LLLP | 2,464 | $112.4K | 0.00% | +707+40.2% | Added |
| Rosenberg Matthew Hamilton | 2,345 | $106.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,270 | $102.6K | 0.01% | +32+1.4% | Added |
| Huntington National Bank | 2,122 | $95.9K | 0.00% | +226+11.9% | Added |