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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2024: 466 institutions
Q1 2021: 263 institutionsQ2 2021: 262 institutionsQ3 2021: 263 institutionsQ4 2021: 284 institutionsQ1 2022: 297 institutionsQ2 2022: 292 institutionsQ3 2022: 289 institutionsQ4 2022: 316 institutionsQ1 2023: 338 institutionsQ2 2023: 365 institutionsQ3 2023: 375 institutionsQ4 2023: 412 institutionsQ1 2024: 411 institutionsQ2 2024: 419 institutionsQ3 2024: 425 institutionsQ4 2024: 466 institutionsQ1 2025: 507 institutionsQ2 2025: 513 institutionsQ3 2025: 555 institutionsQ4 2025: 617 institutionsQ1 2026: 646 institutionsQ2 2026: 713 institutions
Value heldQ4 2024: $2.67B
Q1 2021: $1.48BQ2 2021: $1.52BQ3 2021: $1.29BQ4 2021: $1.44BQ1 2022: $1.70BQ2 2022: $1.72BQ3 2022: $1.40BQ4 2022: $1.67BQ1 2023: $1.93BQ2 2023: $2.35BQ3 2023: $2.31BQ4 2023: $2.27BQ1 2024: $2.10BQ2 2024: $2.36BQ3 2024: $2.37BQ4 2024: $2.67BQ1 2025: $4.30BQ2 2025: $4.68BQ3 2025: $5.64BQ4 2025: $6.53BQ1 2026: $6.97BQ2 2026: $8.00B
Institutions holding HSBC and their total value by quarter
QuarterHoldersValue
Q2 2026713$8.00B
Q1 2026646$6.97B
Q4 2025617$6.53B
Q3 2025555$5.64B
Q2 2025513$4.68B
Q1 2025507$4.30B
Q4 2024466$2.67B
Q3 2024425$2.37B
Q2 2024419$2.36B
Q1 2024411$2.10B
Q4 2023412$2.27B
Q3 2023375$2.31B
Q2 2023365$2.35B
Q1 2023338$1.93B
Q4 2022316$1.67B
Q3 2022289$1.40B
Q2 2022292$1.72B
Q1 2022297$1.70B
Q4 2021284$1.44B
Q3 2021263$1.29B
Q2 2021262$1.52B
Q1 2021263$1.48B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q3 2024.

Institutions holding HSBC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
REAP Financial Group, LLC1$460.00%+1New
NBC Securities, Inc.1$950.01%−1,907−99.9%Reduced
Rakuten Securities, Inc.2$990.00%−9−81.8%Reduced
West Branch Capital LLC3$1610.00%00.0%Unchanged
Sachetta, LLC5$2370.00%+5New
Leonteq Securities AG7$3460.00%00.0%Unchanged
High Note Wealth, LLC15$7420.00%+15New
Newbridge Financial Services Group, Inc.17$8410.00%+17New
Clearstead Advisors, LLC18$8970.00%+18New
Pineridge Advisors LLC25$1.24K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC25$1.24K0.00%+25New
Thurston, Springer, Miller, Herd & Titak, Inc.33$1.63K0.00%00.0%Unchanged
AXA S.A.33$1.63K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC34$1.64K0.00%−50−59.5%Reduced
Key Financial Inc39$1.93K0.00%00.0%Unchanged
Abound Wealth Management40$1.98K0.00%00.0%Unchanged
Clean Yield Group48$2.37K0.00%00.0%Unchanged
Mendota Financial Group, LLC49$2.42K0.00%−22−31.0%Reduced
New England Capital Financial Advisors LLC50$2.47K0.00%00.0%Unchanged
LRI Investments, LLC51$2.51K0.00%00.0%Unchanged
WealthCollab, LLC52$2.57K0.00%00.0%Unchanged
Hollencrest Capital Management54$2.67K0.00%00.0%Unchanged
Park Place Capital Corp57$2.82K0.00%−252−81.6%Reduced
Hazlett, Burt & Watson, Inc.51$3.00K0.00%+2+4.1%Added
Decker Retirement Planning Inc.64$3.17K0.00%+64New
First Horizon Advisors, Inc.65$3.25K0.00%−28−30.1%Reduced
NewSquare Capital LLC72$3.56K0.00%+72New
Wiser Advisor Group LLC76$3.75K0.01%00.0%Unchanged
Archer Investment Corp76$3.76K0.00%+1+1.3%Added
Cullen/Frost Bankers, Inc.76$3.76K0.00%+50+192.3%Added
Mather Group, LLC.79$3.91K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC79$3.91K0.00%00.0%Unchanged
Creekmur Asset Management LLC81$4.01K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC81$4.03K0.00%00.0%Unchanged
Sound Income Strategies, LLC83$4.11K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.87$4.30K0.00%00.0%Unchanged
North Star Investment Management Corp.90$4.45K0.00%−90−50.0%Reduced
WPG Advisers, LLC93$4.60K0.00%+93New
Capital A Wealth Management, LLC98$4.85K0.01%+98New
Chesapeake Asset Management LLC100$4.95K0.00%00.0%Unchanged
Asset Dedication, LLC100$4.95K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC100$4.95K0.00%00.0%Unchanged
CoreFirst Bank & Trust100$4.95K0.00%00.0%Unchanged
Main Street Group, LTD100$4.95K0.00%00.0%Unchanged
Hoey Investments, Inc100$4.95K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group108$5.34K0.00%00.0%Unchanged
Golden State Wealth Management, LLC115$5.71K0.00%+115New
Continuum Advisory, LLC116$5.74K0.00%+11+10.5%Added
Dunhill Financial, LLC121$5.99K0.00%+121New
Van Hulzen Asset Management, LLC128$6.33K0.00%+128New
SRS Capital Advisors, Inc.129$6.38K0.00%+107+486.4%Added
PrairieView Partners, LLC146$7.00K0.00%00.0%Unchanged
Financial Connections Group, Inc.143$7.00K0.00%00.0%Unchanged
Duncker Streett & Co Inc148$7.32K0.00%00.0%Unchanged
CVA Family Office, LLC154$7.62K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC144$7.65K0.01%+100+227.3%Added
Legacy Wealth Managment, LLC144$7.65K0.01%+100+227.3%Added
Logan Capital Management Inc155$7.67K0.00%00.0%Unchanged
Kestra Investment Management, LLC157$7.75K0.00%+157New
HHM Wealth Advisors, LLC158$7.82K0.00%00.0%Unchanged
Roxbury Financial LLC168$7.88K0.01%+168New
Macquarie Group Ltd163$8.00K0.00%−69−29.7%Reduced
Center for Financial Planning, Inc.163$8.06K0.00%+163New
Fortitude Family Office, LLC169$8.36K0.00%−10−5.6%Reduced
Bell Investment Advisors, Inc170$8.41K0.00%+25+17.2%Added
Sandy Spring Bank180$8.90K0.00%00.0%Unchanged
TD Private Client Wealth LLC186$9.20K0.00%00.0%Unchanged
Valued Wealth Advisors LLC189$9.35K0.01%00.0%Unchanged
BankPlus Trust Department192$9.50K0.00%+192New
Central Pacific Bank - Trust Division193$9.55K0.00%00.0%Unchanged
Elequin Capital LP202$9.99K0.00%+202New
Zions Bancorporation, N.A.204$10.1K0.00%−114−35.8%Reduced
Tower Research Capital LLC (TRC)226$11.2K0.00%−13,753−98.4%Reduced
Federated Hermes, Inc.231$11.4K0.00%−15−6.1%Reduced
Highline Wealth Partners LLC233$11.5K0.00%+145+164.8%Added
UMA Financial Services, Inc.244$12.1K0.00%+244New
Bartlett & Co. Wealth Management LLC254$12.6K0.00%00.0%Unchanged
Raffa Wealth Management, LLC264$13.1K0.00%−163−38.2%Reduced
Cornerstone Planning Group LLC260$13.5K0.00%+56+27.5%Added
Harbour Investments, Inc.276$13.6K0.00%00.0%Unchanged
Valley National Advisers Inc300$14.0K0.00%+200+200.0%Added
Fedenia Advisers LLC284$14.0K0.01%+284New
Cape Investment Advisory, Inc.303$15.0K0.01%00.0%Unchanged
Arlington Trust Co LLC335$16.6K0.00%00.0%Unchanged
Global Financial Private Client, LLC336$16.6K0.01%00.0%Unchanged
Albion Financial Group365$18.1K0.00%+114+45.4%Added
Parkside Financial Bank & Trust366$18.1K0.00%00.0%Unchanged
MRP Capital Investments, LLC400$19.8K0.02%−75−15.8%Reduced
Tortoise Investment Management, LLC418$20.7K0.00%00.0%Unchanged
Silicon Valley Capital Partners443$21.9K0.00%+5+1.1%Added
Frazier Financial Advisors, LLC448$22.2K0.02%−110−19.7%Reduced
Smithfield Trust Co500$24.0K0.00%00.0%Unchanged
South Plains Financial, Inc.493$24.4K0.02%+493New
Accent Capital Management, LLC500$24.7K0.01%00.0%Unchanged
Berbice Capital Management LLC500$24.7K0.02%+500New
GW&K Investment Management, LLC499$25.0K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC512$25.3K0.01%00.0%Unchanged
Whittier Trust Co535$26.5K0.00%00.0%Unchanged
HM Payson & Co556$27.5K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC561$27.8K0.00%+50+9.8%Added