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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 1,940 | $87.7K | 0.02% | +482+33.1% | Added |
| Planned Solutions, Inc. | 1,925 | $87.0K | 0.04% | +1,925 | New |
| EverSource Wealth Advisors, LLC | 1,914 | $86.5K | 0.01% | +119+6.6% | Added |
| NBC Securities, Inc. | 1,908 | $86.0K | 0.01% | +32+1.7% | Added |
| National Bank of Canada | 1,855 | $83.8K | 0.00% | −501−21.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,826 | $82.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,700 | $77.0K | 0.05% | −3,300−66.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,642 | $74.2K | 0.00% | −22−1.3% | Reduced |
| Bruce G. Allen Investments, LLC | 1,627 | $73.5K | 0.06% | −26−1.6% | Reduced |
| Umb Bank N A | 1,488 | $67.2K | 0.00% | −388−20.7% | Reduced |
| JCIC Asset Management Inc. | 1,480 | $66.9K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,374 | $62.1K | 0.00% | +13+1.0% | Added |
| Allworth Financial LP | 1,367 | $61.8K | 0.00% | +397+40.9% | Added |
| Spire Wealth Management | 1,320 | $59.7K | 0.00% | +500+61.0% | Added |
| Manchester Capital Management LLC | 1,158 | $52.3K | 0.01% | −103−8.2% | Reduced |
| Bogart Wealth, LLC | 1,129 | $51.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,073 | $48.5K | 0.02% | −1−0.1% | Reduced |
| Rise Advisors, LLC | 918 | $41.5K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 907 | $41.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 831 | $37.6K | 0.00% | +167+25.2% | Added |
| Financial Management Professionals, Inc. | 817 | $37.0K | 0.00% | −40−4.7% | Reduced |
| Hanson & Doremus Investment Management | 809 | $37.0K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 800 | $36.2K | 0.01% | −200−20.0% | Reduced |
| Larson Financial Group LLC | 775 | $35.0K | 0.00% | +450+138.5% | Added |
| Versant Capital Management, Inc | 693 | $31.3K | 0.01% | +693 | New |
| MCF Advisors LLC | 689 | $31.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 643 | $29.1K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 613 | $27.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 604 | $27.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 595 | $26.9K | 0.00% | −5,772−90.7% | Reduced |
| Rothschild Investment LLC | 591 | $26.7K | 0.00% | +117+24.7% | Added |
| Capital Analysts, LLC | 586 | $26.0K | 0.00% | +586 | New |
| Frazier Financial Advisors, LLC | 558 | $25.2K | 0.02% | −367−39.7% | Reduced |
| HM Payson & Co | 556 | $25.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 535 | $24.2K | 0.00% | −162−23.2% | Reduced |
| Coppell Advisory Solutions LLC | 511 | $23.3K | 0.00% | +511 | New |
| Boyd Watterson Asset Management LLC | 512 | $23.1K | 0.01% | −11−2.1% | Reduced |
| GW&K Investment Management, LLC | 499 | $23.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 500 | $22.6K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 475 | $21.5K | 0.02% | −5,730−92.3% | Reduced |
| Silicon Valley Capital Partners | 438 | $19.8K | 0.00% | +5+1.2% | Added |
| Raffa Wealth Management, LLC | 427 | $19.3K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 418 | $18.9K | 0.00% | −15−3.5% | Reduced |
| Bessemer Group Inc | 406 | $18.0K | 0.00% | +2+0.5% | Added |
| Parkside Financial Bank & Trust | 366 | $16.5K | 0.00% | +60+19.6% | Added |
| GHP Investment Advisors, Inc. | 364 | $16.4K | 0.00% | +364 | New |
| Venturi Wealth Management, LLC | 361 | $16.3K | 0.00% | +247+216.7% | Added |
| Global Financial Private Client, LLC | 336 | $15.2K | 0.01% | +336 | New |
| Arlington Trust Co LLC | 335 | $15.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 318 | $14.4K | 0.00% | −451−58.6% | Reduced |
| Reston Wealth Management LLC | 310 | $14.0K | 0.01% | +310 | New |
| Park Place Capital Corp | 309 | $14.0K | 0.00% | −20−6.1% | Reduced |
| Cape Investment Advisory, Inc. | 303 | $13.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 276 | $12.5K | 0.00% | +31+12.7% | Added |
| Baldwin Brothers Inc | 259 | $11.7K | 0.00% | +109+72.7% | Added |
| Bartlett & Co. Wealth Management LLC | 254 | $11.5K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 251 | $11.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 247 | $11.2K | 0.00% | −58−19.0% | Reduced |
| Federated Hermes, Inc. | 246 | $11.1K | 0.00% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 228 | $10.3K | 0.01% | +228 | New |
| Macquarie Group Ltd | 232 | $10.0K | 0.00% | +47+25.4% | Added |
| Cornerstone Planning Group LLC | 204 | $9.47K | 0.00% | +84+70.0% | Added |
| Central Pacific Bank - Trust Division | 193 | $8.72K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 189 | $8.54K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 186 | $8.40K | 0.00% | −2,337−92.6% | Reduced |
| Sandy Spring Bank | 180 | $8.13K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 180 | $8.13K | 0.00% | +90+100.0% | Added |
| Fortitude Family Office, LLC | 179 | $8.09K | 0.00% | −5,157−96.6% | Reduced |
| HHM Wealth Advisors, LLC | 158 | $7.14K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 155 | $7.00K | 0.00% | +155 | New |
| CVA Family Office, LLC | 154 | $6.96K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 148 | $6.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 145 | $6.55K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 133 | $6.01K | 0.00% | +133 | New |
| PrairieView Partners, LLC | 146 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $6.00K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 400 | $5.96K | 0.00% | +400 | New |
| Oliver Lagore Vanvalin Investment Group | 108 | $4.88K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 105 | $4.75K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 105 | $4.72K | 0.00% | +16+18.0% | Added |
| Main Street Group, LTD | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $4.52K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $4.52K | 0.00% | +100 | New |
| Hoey Investments, Inc | 100 | $4.35K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 95 | $4.29K | 0.00% | +95 | New |
| First Horizon Advisors, Inc. | 93 | $4.24K | 0.00% | −156−62.7% | Reduced |
| Valley National Advisers Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 88 | $3.98K | 0.00% | −43−32.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 87 | $3.93K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 84 | $3.79K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 83 | $3.75K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 81 | $3.67K | 0.00% | +1+1.3% | Added |
| Creekmur Asset Management LLC | 81 | $3.66K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 79 | $3.57K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 79 | $3.57K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 76 | $3.41K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 75 | $3.40K | 0.00% | +1+1.4% | Added |