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, Q4 2024
Institutional positions in HSBC Holdings PLC as of Dec 31, 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
- 466
- +50 vs. Q3 2024
- Shares held
- 54.0M
- −557.7K (−1.0%) vs. Q3 2024
- Total value
- $2.67B
- +$323.1M (+13.8%) vs. Q3 2024
- New holders
- 80
- 180 more added
- Sold out
- 30
- 121 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 10,632,332 | $525.9M | 0.13% | −25,300−0.2% | Reduced |
| Morgan Stanley | 6,511,107 | $322.0M | 0.02% | +136,648+2.1% | Added |
| Goldman Sachs Group Inc | 4,673,348 | $231.1M | 0.04% | −114,994−2.4% | Reduced |
| Bank of America Corp | 3,037,847 | $150.3M | 0.01% | −317,366−9.5% | Reduced |
| Sanders Capital, LLC | 2,981,120 | $147.4M | 0.22% | −9300.0% | Reduced |
| FMR LLC | 2,883,238 | $142.6M | 0.01% | +441,033+18.1% | Added |
| Northern Trust Corp | 2,781,307 | $137.6M | 0.02% | +951,050+52.0% | Added |
| BlackRock, Inc. | 2,621,448 | $129.7M | 0.00% | +126,941+5.1% | Added |
| American Century Companies Inc | 937,065 | $46.3M | 0.03% | +40,388+4.5% | Added |
| Royal Bank of Canada | 910,732 | $45.0M | 0.01% | −5,377−0.6% | Reduced |
| UBS Group AG | 786,330 | $38.9M | 0.01% | +704,840+864.9% | Added |
| Cookson Peirce & Co Inc | 678,426 | $33.6M | 1.52% | −13,951−2.0% | Reduced |
| Crossmark Global Holdings, Inc. | 514,642 | $25.5M | 0.46% | +14,095+2.8% | Added |
| O'Shaughnessy Asset Management, LLC | 401,960 | $19.9M | 0.17% | +85,104+26.9% | Added |
| Franklin Resources Inc | 397,408 | $19.7M | 0.01% | +11,864+3.1% | Added |
| Natixis Advisors, L.P. | 395,350 | $19.6M | 0.04% | +5,013+1.3% | Added |
| Raymond James Financial Inc | 360,192 | $17.8M | 0.01% | +360,192 | New |
| Bank of New York Mellon Corp | 347,565 | $17.2M | 0.00% | +200,054+135.6% | Added |
| QRG Capital Management, Inc. | 346,661 | $17.1M | 0.18% | +36,219+11.7% | Added |
| Meritage Portfolio Management | 318,825 | $15.8M | 0.98% | +17,012+5.6% | Added |
| Citadel Advisors LLC | 312,459 | $15.5M | 0.01% | −375,223−54.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 297,408 | $14.7M | 0.05% | −38,485−11.5% | Reduced |
| Wells Fargo & Company | 289,887 | $14.3M | 0.00% | +14,640+5.3% | Added |
| Qube Research & Technologies Ltd | 276,036 | $13.7M | 0.02% | −44,645−13.9% | Reduced |
| Creative Planning | 268,197 | $13.3M | 0.01% | +46,105+20.8% | Added |
| Charles Schwab Investment Management Inc | 261,135 | $12.9M | 0.00% | +45,387+21.0% | Added |
| Contrarian Capital Management, L.L.C. | 240,876 | $11.9M | 4.03% | +240,876 | New |
| Quantinno Capital Management LP | 223,886 | $11.1M | 0.11% | +43,978+24.4% | Added |
| Envestnet Asset Management Inc | 193,118 | $9.55M | 0.00% | −105,466−35.3% | Reduced |
| Janney Capital Management LLC | 188,151 | $9.31M | 0.62% | +188,151 | New |
| Mariner, LLC | 186,985 | $9.25M | 0.02% | +20,326+12.2% | Added |
| Mercer Global Advisors Inc | 183,743 | $9.09M | 0.02% | +8,860+5.1% | Added |
| Ethic Inc. | 174,539 | $8.63M | 0.17% | +13,642+8.5% | Added |
| GQG Partners LLC | 172,913 | $8.55M | 0.01% | +97,574+129.5% | Added |
| Ameriprise Financial Inc | 169,710 | $8.40M | 0.00% | −1,170−0.7% | Reduced |
| American Assets Investment Management, LLC | 166,918 | $8.26M | 0.67% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 163,979 | $8.11M | 0.01% | +6,133+3.9% | Added |
| Pathstone Holdings, LLC | 163,810 | $8.10M | 0.04% | +5,636+3.6% | Added |
| Promethos Capital, LLC | 160,253 | $7.93M | 2.80% | −2,501−1.5% | Reduced |
| LPL Financial LLC | 153,518 | $7.59M | 0.00% | +28,875+23.2% | Added |
| Parallax Volatility Advisers, L.P. | 147,232 | $7.28M | 0.16% | +34,762+30.9% | Added |
| Ritholtz Wealth Management | 141,108 | $6.98M | 0.21% | +15,510+12.3% | Added |
| CWM, LLC | 140,380 | $6.94M | 0.03% | −11,908−7.8% | Reduced |
| Stifel Financial Corp | 136,363 | $6.74M | 0.01% | −1,764−1.3% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 129,493 | $6.40M | 0.66% | +129,493 | New |
| Hennessy Advisors Inc | 125,200 | $6.19M | 0.18% | −4,600−3.5% | Reduced |
| Ramirez Asset Management, Inc. | 120,898 | $5.98M | 1.21% | +3,967+3.4% | Added |
| Aquatic Capital Management LLC | 120,387 | $5.95M | 0.16% | +120,387 | New |
| Renaissance Technologies LLC | 116,015 | $5.74M | 0.01% | −156,650−57.5% | Reduced |
| M&T Bank Corp | 115,454 | $5.71M | 0.02% | +678+0.6% | Added |
| US Bancorp | 109,349 | $5.41M | 0.01% | +14,286+15.0% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $5.31M | 2.18% | 00.0% | Unchanged |
| SEI Investments Co | 106,538 | $5.27M | 0.01% | +4,670+4.6% | Added |
| JPMorgan Chase & Co | 102,207 | $5.06M | 0.00% | +45,347+79.8% | Added |
| JustInvest LLC | 96,679 | $4.78M | 0.07% | +11,383+13.3% | Added |
| Stamos Capital Partners, L.P. | 96,480 | $4.77M | 1.12% | −12,500−11.5% | Reduced |
| BNP Paribas Arbitrage, SA | 93,929 | $4.65M | 0.00% | +254+0.3% | Added |
| Naviter Wealth, LLC | 81,078 | $4.01M | 0.48% | −12,255−13.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 80,832 | $4.00M | 0.00% | +80,832 | New |
| Cerity Partners LLC | 78,447 | $3.71M | 0.01% | −13,689−14.9% | Reduced |
| Bank of Montreal | 72,040 | $3.56M | 0.00% | −99,376−58.0% | Reduced |
| AQR Capital Management LLC | 69,572 | $3.44M | 0.00% | +11,905+20.6% | Added |
| Caas Capital Management LP | 69,037 | $3.41M | 2.82% | +19,441+39.2% | Added |
| Catalyst Capital Advisors LLC | 64,805 | $3.21M | 0.07% | −2,125−3.2% | Reduced |
| Old Port Advisors | 64,049 | $3.17M | 0.91% | −486−0.8% | Reduced |
| Vident Advisory, LLC | 63,087 | $3.12M | 0.05% | −221−0.3% | Reduced |
| Capital Fund Management S.A. | 61,858 | $3.06M | 0.03% | +5,067+8.9% | Added |
| Schonfeld Strategic Advisors LLC | 61,623 | $3.05M | 0.02% | −78,831−56.1% | Reduced |
| Wetherby Asset Management Inc | 61,172 | $3.03M | 0.15% | +87+0.1% | Added |
| MML Investors Services, LLC | 58,586 | $2.90M | 0.01% | +10,909+22.9% | Added |
| Two Sigma Advisers, LP | 58,100 | $2.87M | 0.01% | +8,200+16.4% | Added |
| Signaturefd, LLC | 56,363 | $2.79M | 0.05% | +5,003+9.7% | Added |
| Commonwealth Equity Services, LLC | 56,326 | $2.79M | 0.00% | −312−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 54,815 | $2.71M | 0.03% | +1,575+3.0% | Added |
| First Trust Advisors LP | 52,280 | $2.59M | 0.00% | +52,280 | New |
| Northwestern Mutual Wealth Management Co | 50,780 | $2.51M | 0.00% | +863+1.7% | Added |
| CAPROCK Group, Inc. | 49,065 | $2.43M | 0.08% | +9,499+24.0% | Added |
| Janney Montgomery Scott LLC | 48,938 | $2.42M | 0.01% | +2,615+5.6% | Added |
| CI Private Wealth, LLC | 48,200 | $2.38M | 0.00% | −648−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 47,983 | $2.37M | 0.00% | −685−1.4% | Reduced |
| Brandes Investment Partners, LP | 47,217 | $2.34M | 0.03% | +124+0.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 46,766 | $2.31M | 0.01% | +30,865+194.1% | Added |
| Americana Partners, LLC | 46,623 | $2.31M | 0.09% | +27,227+140.4% | Added |
| Forum Financial Management, LP | 43,317 | $2.14M | 0.04% | +16,516+61.6% | Added |
| Barclays PLC | 43,210 | $2.14M | 0.00% | +2,343+5.7% | Added |
| Yousif Capital Management, LLC | 42,891 | $2.12M | 0.02% | −2,000−4.5% | Reduced |
| Brinker Capital Investments, LLC | 41,933 | $2.07M | 0.02% | +7,908+23.2% | Added |
| Orion Portfolio Solutions, LLC | 41,933 | $2.07M | 0.02% | +7,908+23.2% | Added |
| Earnest Partners LLC | 41,015 | $2.03M | 0.01% | −473−1.1% | Reduced |
| Atomi Financial Group, Inc. | 40,592 | $2.01M | 0.10% | +7,490+22.6% | Added |
| Neuberger Berman Group LLC | 40,495 | $2.00M | 0.00% | +2,524+6.6% | Added |
| CIBC World Markets Inc. | 40,161 | $1.99M | 0.00% | +349+0.9% | Added |
| Raelipskie Partnership | 39,343 | $1.95M | 0.97% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 39,116 | $1.93M | 0.43% | −1,378−3.4% | Reduced |
| Cetera Investment Advisers | 38,950 | $1.93M | 0.00% | +4,552+13.2% | Added |
| XTX Topco Ltd | 36,796 | $1.82M | 0.15% | −6,490−15.0% | Reduced |
| Advisors Asset Management, Inc. | 36,242 | $1.79M | 0.03% | −852−2.3% | Reduced |
| Rhumbline Advisers | 35,689 | $1.77M | 0.00% | +272+0.8% | Added |
| Thoroughbred Financial Services, LLC | 35,641 | $1.76M | 0.11% | −155−0.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 35,590 | $1.76M | 0.12% | −9,901−21.8% | Reduced |