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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

Q4 2024 vs. Q3 2024

How the institutions holding HSBC Holdings PLC changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of HSBC: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders4259466+50
Shares55.1M521.3K54.0M−557.7K (−1.0%)
Value$2.37B$23.6M$2.67B+$323.1M (+13.8%)

9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (80)

Institutions that held HSBC Holdings PLC at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to HSBC in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc360,192$17.8M0.01%
Contrarian Capital Management, L.L.C.240,876$11.9M4.03%
Janney Capital Management LLC188,151$9.31M0.62%
Generali Investments CEE, investicni spolecnost, a.s.129,493$6.40M0.66%
Aquatic Capital Management LLC120,387$5.95M0.16%
Arrowstreet Capital, Limited Partnership80,832$4.00M0.00%
First Trust Advisors LP52,280$2.59M0.00%
SIH Partners, LLLP32,725$1.62M0.11%
Summit Global Investments31,540$1.56M0.10%
Callan Family Office, LLC25,105$1.24M0.08%
Jain Global LLC24,714$1.22M0.04%
Flow Traders U.S. LLC23,424$1.16M0.05%
We Are One Seven, LLC23,207$1.15M0.04%
Balyasny Asset Management LLC22,101$1.09M0.00%
Mork Capital Management, LLC20,300$1.00M0.66%
SBI Securities Co., Ltd.19,065$943.0K0.03%
Entropy Technologies, LP14,163$700.5K0.07%
Cherokee Insurance Co13,545$669.9K0.30%
Wealthstar Advisors, LLC13,430$664.3K0.29%
DRW Securities, LLC13,391$662.3K0.04%
Sagespring Wealth Partners, LLC12,951$640.5K0.02%
May Hill Capital, LLC11,146$551.3K0.21%
AssuredPartners Investment Advisors, LLC10,545$521.6K0.10%
Boston Private Wealth LLC8,913$440.8K0.01%
Tepp RIA, LLC7,918$391.6K0.58%
Tudor Investment Corp Et Al7,553$373.6K0.00%
Medallion Wealth Advisors, LLC6,487$357.5K0.18%
Fox Run Management, L.L.C.7,204$356.3K0.06%
Natural Investments, LLC6,760$334.0K0.09%
Manske Wealth Management6,378$315.5K0.13%
Merit Financial Group, LLC5,932$293.4K0.01%
Choate Investment Advisors5,931$293.4K0.01%
Benjamin Edwards Inc5,929$293.2K0.00%
Atria Investments LLC5,889$291.2K0.00%
Bridgefront Capital, LLC5,724$283.1K0.10%
Integrated Quantitative Investments LLC5,600$277.0K0.14%
Colony Group, LLC5,490$271.6K0.00%
Independent Advisor Alliance5,228$258.6K0.00%
Perigon Wealth Management, LLC4,794$243.6K0.01%
New Republic Capital, LLC4,864$240.6K0.16%
Sym Financial Corp4,851$239.9K0.03%
Camden Capital, LLC4,753$235.1K0.03%
Riversedge Advisors, LLC4,742$234.5K0.05%
Portfolio Design Labs, LLC4,627$228.9K0.05%
Texas Yale Capital Corp.4,350$215.2K0.01%
Sunpointe, LLC4,261$210.7K0.11%
Tiaa Trust, National Association4,241$209.8K0.00%
Sage Mountain Advisors LLC4,118$203.7K0.01%
Abc Arbitrage SA4,110$203.3K0.03%
WealthTrust Axiom LLC4,075$201.5K0.06%
TruNorth Capital Management, LLC4,000$197.8K0.05%
Kohmann Bosshard Financial Services, LLC3,900$192.9K0.02%
Raiffeisen Bank International AG1,950$94.2K0.00%
Ameriflex Group, Inc.1,641$86.0K0.04%
Sierra Ocean, LLC1,481$73.3K0.06%
Skopos Labs, Inc.1,000$49.4K0.01%
Union Bancaire Privee, UBP SA485$32.3K0.00%
Whipplewood Advisors, LLC606$30.0K0.02%
Berbice Capital Management LLC500$24.7K0.02%
South Plains Financial, Inc.493$24.4K0.02%
Fedenia Advisers LLC284$14.0K0.01%
UMA Financial Services, Inc.244$12.1K0.00%
Elequin Capital LP202$9.99K0.00%
BankPlus Trust Department192$9.50K0.00%
Center for Financial Planning, Inc.163$8.06K0.00%
Roxbury Financial LLC168$7.88K0.01%
Kestra Investment Management, LLC157$7.75K0.00%
Van Hulzen Asset Management, LLC128$6.33K0.00%
Dunhill Financial, LLC121$5.99K0.00%
Golden State Wealth Management, LLC115$5.71K0.00%
Capital A Wealth Management, LLC98$4.85K0.01%
WPG Advisers, LLC93$4.60K0.00%
NewSquare Capital LLC72$3.56K0.00%
Decker Retirement Planning Inc.64$3.17K0.00%
Tradewinds Capital Management, LLC25$1.24K0.00%
Clearstead Advisors, LLC18$8970.00%
Newbridge Financial Services Group, Inc.17$8410.00%
High Note Wealth, LLC15$7420.00%
Sachetta, LLC5$2370.00%
REAP Financial Group, LLC1$460.00%

Sold out (30)

Institutions that held HSBC Holdings PLC at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of HSBC in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Mediolanum International Funds Ltd3,095,699$28.2M
Renaissance Group LLC151,637$6.85M
Engineers Gate Manager LP70,117$3.17M
International Assets Investment Management, LLC121,200$2.68M
HRT Financial LP56,247$2.54M
Veriti Management LLC50,238$2.27M
Seven Eight Capital, LP42,510$1.92M
LGT Group Foundation26,815$1.21M
Morningstar Investment Services LLC25,533$1.17M
Twin Tree Management, LP20,823$941.0K
Simplex Trading, LLC20,693$935.0K
Dynamic Advisor Solutions LLC11,990$541.8K
MQS Management LLC9,716$439.1K
Prudential Financial Inc6,637$299.9K
Squarepoint Ops LLC6,272$283.4K
Summit Trail Advisors, LLC6,266$283.1K
Resources Investment Advisors, LLC.5,826$263.3K
Security National Bank of Sioux City Iowa5,681$256.7K
Advisors Preferred, LLC3,393$151.3K
Belvedere Trading LLC3,187$144.0K
Planned Solutions, Inc.1,925$87.0K
GHP Investment Advisors, Inc.364$16.4K
Reston Wealth Management LLC310$14.0K
Baldwin Brothers Inc259$11.7K
Paladin Wealth, LLC228$10.3K
POM Investment Strategies, LLC95$4.29K
Aspect Partners, LLC50$2.26K
Central Trust Co20$906
Macroview Investment Management LLC2$91
Northwest Financial Advisors1$46

Not filed for Q4 2024 yet (9)

Institutions that held HSBC Holdings PLC at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HSBC in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates319,985$14.5M
Insight Folios Inc130,832$5.91M
Susquehanna International Securities, Ltd.33,271$1.50M
Eagle Asset Management Inc19,494$876.5K
Raymond James Financial Services Advisors, Inc.11,086$501.0K
Alera Investment Advisors, LLC6,194$279.9K
FinTrust Capital Advisors, LLC247$11.2K
M&R Capital Management Inc105$4.75K
ClariVest Asset Management LLC49$2.14K