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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 571 | $28.2K | 0.00% | +210+58.2% | Added |
| Capital Analysts, LLC | 586 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 572 | $29.0K | 0.00% | +166+40.9% | Added |
| CoreCap Advisors, LLC | 589 | $29.1K | 0.00% | +456+342.9% | Added |
| Plante Moran Financial Advisors, LLC | 604 | $29.9K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 606 | $30.0K | 0.02% | +606 | New |
| Union Bancaire Privee, UBP SA | 485 | $32.3K | 0.00% | +485 | New |
| Rothschild Investment LLC | 684 | $33.8K | 0.00% | +93+15.7% | Added |
| MCF Advisors LLC | 689 | $34.1K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 700 | $34.6K | 0.01% | −100−12.5% | Reduced |
| Larson Financial Group LLC | 775 | $38.3K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 809 | $40.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 828 | $41.0K | 0.00% | −492−37.3% | Reduced |
| AdvisorNet Financial, Inc | 831 | $41.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 854 | $42.2K | 0.01% | +37+4.5% | Added |
| Edmond de Rothschild Holding S.A. | 907 | $44.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 937 | $46.4K | 0.02% | +19+2.1% | Added |
| Skopos Labs, Inc. | 1,000 | $49.4K | 0.01% | +1,000 | New |
| Ridgewood Investments LLC | 1,073 | $53.1K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,129 | $55.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,351 | $66.8K | 0.00% | −23−1.7% | Reduced |
| Sierra Ocean, LLC | 1,481 | $73.3K | 0.06% | +1,481 | New |
| Versant Capital Management, Inc | 1,498 | $74.1K | 0.02% | +805+116.2% | Added |
| Allworth Financial LP | 1,460 | $74.3K | 0.00% | +93+6.8% | Added |
| Umb Bank N A | 1,514 | $74.9K | 0.00% | +26+1.7% | Added |
| Bruce G. Allen Investments, LLC | 1,627 | $80.5K | 0.07% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,642 | $81.1K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,700 | $84.1K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,641 | $86.0K | 0.04% | +1,641 | New |
| Manchester Capital Management LLC | 1,817 | $89.9K | 0.01% | +659+56.9% | Added |
| Nisa Investment Advisors, LLC | 1,826 | $90.3K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 1,950 | $94.2K | 0.00% | +1,950 | New |
| Huntington National Bank | 1,937 | $95.8K | 0.00% | −185−8.7% | Reduced |
| Grove Bank & Trust | 1,958 | $96.8K | 0.01% | −635−24.5% | Reduced |
| Atlas Capital Advisors LLC | 2,001 | $99.0K | 0.01% | +1,388+226.4% | Added |
| JCIC Asset Management Inc. | 2,112 | $104.5K | 0.04% | +632+42.7% | Added |
| JFS Wealth Advisors, LLC | 2,306 | $114.1K | 0.01% | +36+1.6% | Added |
| Addison Advisors LLC | 2,334 | $115.4K | 0.03% | +394+20.3% | Added |
| Rosenberg Matthew Hamilton | 2,345 | $116.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,473 | $122.3K | 0.01% | +559+29.2% | Added |
| Ronald Blue Trust, Inc. | 2,514 | $124.3K | 0.00% | −15,904−86.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,675 | $132.3K | 0.00% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 3,080 | $134.0K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,279 | $162.2K | 0.01% | +205+6.7% | Added |
| Wintrust Investments LLC | 3,465 | $171.0K | 0.15% | −44−1.3% | Reduced |
| Principal Securities, Inc. | 3,536 | $174.9K | 0.00% | +483+15.8% | Added |
| Assetmark, Inc | 3,827 | $189.3K | 0.00% | +3,232+543.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,900 | $192.9K | 0.02% | +3,900 | New |
| TruNorth Capital Management, LLC | 4,000 | $197.8K | 0.05% | +4,000 | New |
| Proequities, Inc. | 3,901 | $198.6K | 0.01% | +3,258+506.7% | Added |
| WealthTrust Axiom LLC | 4,075 | $201.5K | 0.06% | +4,075 | New |
| Abc Arbitrage SA | 4,110 | $203.3K | 0.03% | +4,110 | New |
| Sage Mountain Advisors LLC | 4,118 | $203.7K | 0.01% | +4,118 | New |
| Tiaa Trust, National Association | 4,241 | $209.8K | 0.00% | +4,241 | New |
| Sunpointe, LLC | 4,261 | $210.7K | 0.11% | +4,261 | New |
| Angeles Investment Advisors, LLC | 4,286 | $212.0K | 0.01% | −664−13.4% | Reduced |
| Texas Yale Capital Corp. | 4,350 | $215.2K | 0.01% | +4,350 | New |
| Trust Point Inc. | 4,531 | $224.1K | 0.02% | −7−0.2% | Reduced |
| Legacy Capital Group California, Inc. | 4,578 | $226.4K | 0.07% | −24−0.5% | Reduced |
| Contravisory Investment Management, Inc. | 4,624 | $228.7K | 0.05% | −24−0.5% | Reduced |
| Portfolio Design Labs, LLC | 4,627 | $228.9K | 0.05% | +4,627 | New |
| Total Clarity Wealth Management, Inc. | 4,637 | $229.3K | 0.07% | −73−1.5% | Reduced |
| Flputnam Investment Management Co | 4,660 | $230.5K | 0.00% | +4,260+1,065.0% | Added |
| Jones Financial Companies LLLP | 4,715 | $233.2K | 0.00% | +2,251+91.4% | Added |
| Canopy Partners, LLC | 4,720 | $233.5K | 0.09% | +20.0% | Added |
| Safeguard Investment Advisory Group, LLC | 4,725 | $233.8K | 0.06% | −151−3.1% | Reduced |
| Riversedge Advisors, LLC | 4,742 | $234.5K | 0.05% | +4,742 | New |
| Camden Capital, LLC | 4,753 | $235.1K | 0.03% | +4,753 | New |
| Change Path, LLC | 4,782 | $236.5K | 0.01% | −30−0.6% | Reduced |
| Sym Financial Corp | 4,851 | $239.9K | 0.03% | +4,851 | New |
| New Republic Capital, LLC | 4,864 | $240.6K | 0.16% | +4,864 | New |
| Cornerstone Wealth Management, LLC | 4,906 | $242.7K | 0.02% | +15+0.3% | Added |
| Perigon Wealth Management, LLC | 4,794 | $243.6K | 0.01% | +4,794 | New |
| Gitterman Wealth Management, LLC | 5,189 | $256.6K | 0.11% | +429+9.0% | Added |
| New York State Common Retirement Fund | 5,188 | $256.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,208 | $257.6K | 0.01% | −358−6.4% | Reduced |
| Independent Advisor Alliance | 5,228 | $258.6K | 0.00% | +5,228 | New |
| Bryn Mawr Trust Co | 5,325 | $263.4K | 0.00% | +2,633+97.8% | Added |
| Seven Mile Advisory | 5,405 | $267.3K | 0.17% | +190+3.6% | Added |
| Farther Finance Advisors, LLC | 5,420 | $268.1K | 0.01% | +1,638+43.3% | Added |
| Colony Group, LLC | 5,490 | $271.6K | 0.00% | +5,490 | New |
| Waters Parkerson & Co., LLC | 5,500 | $272.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 5,530 | $273.5K | 0.00% | −1,130−17.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,537 | $273.9K | 0.00% | +321+6.2% | Added |
| Acorn Creek Capital LLC | 5,540 | $274.0K | 0.14% | +18+0.3% | Added |
| Rathbone Brothers plc | 5,600 | $277.0K | 0.00% | −300−5.1% | Reduced |
| Integrated Quantitative Investments LLC | 5,600 | $277.0K | 0.14% | +5,600 | New |
| Bridgefront Capital, LLC | 5,724 | $283.1K | 0.10% | +5,724 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,795 | $286.6K | 0.04% | −3,234−35.8% | Reduced |
| Principal Street Partners, LLC | 5,798 | $286.8K | 0.06% | +1,012+21.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,853 | $289.5K | 0.01% | −42−0.7% | Reduced |
| Baldwin Investment Management, LLC | 5,857 | $289.7K | 0.04% | −149−2.5% | Reduced |
| Atria Investments LLC | 5,889 | $291.2K | 0.00% | +5,889 | New |
| Benjamin Edwards Inc | 5,929 | $293.2K | 0.00% | +5,929 | New |
| Choate Investment Advisors | 5,931 | $293.4K | 0.01% | +5,931 | New |
| Merit Financial Group, LLC | 5,932 | $293.4K | 0.01% | +5,932 | New |
| 180 Wealth Advisors, LLC | 6,127 | $303.0K | 0.05% | +112+1.9% | Added |
| Werba Rubin Papier Wealth Management | 6,333 | $313.2K | 0.07% | +693+12.3% | Added |
| Manske Wealth Management | 6,378 | $315.5K | 0.13% | +6,378 | New |
| Keel Point, LLC | 6,633 | $328.1K | 0.03% | −945−12.5% | Reduced |