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 |
|---|---|---|---|---|---|
| Sonoma Private Wealth LLC | 6,635 | $328.2K | 0.53% | +250+3.9% | Added |
| Hexagon Capital Partners LLC | 6,663 | $329.6K | 0.06% | +71+1.1% | Added |
| Acadian Asset Management LLC | 6,697 | $331.0K | 0.00% | −34,600−83.8% | Reduced |
| Keybank National Association | 6,740 | $333.4K | 0.00% | +78+1.2% | Added |
| Natural Investments, LLC | 6,760 | $334.0K | 0.09% | +6,760 | New |
| Everstar Asset Management, LLC | 6,881 | $340.3K | 0.24% | −3,745−35.2% | Reduced |
| AE Wealth Management LLC | 6,898 | $341.2K | 0.00% | −26−0.4% | Reduced |
| Moors & Cabot, Inc. | 6,907 | $341.6K | 0.02% | +79+1.2% | Added |
| Catalina Capital Group, LLC | 6,909 | $341.7K | 0.11% | +600+9.5% | Added |
| Net Worth Advisory Group | 6,910 | $341.8K | 0.10% | −238−3.3% | Reduced |
| Cromwell Holdings LLC | 6,967 | $344.6K | 0.20% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,998 | $346.0K | 0.00% | −6,156−46.8% | Reduced |
| Drive Wealth Management, LLC | 7,036 | $348.0K | 0.09% | +265+3.9% | Added |
| Fox Run Management, L.L.C. | 7,204 | $356.3K | 0.06% | +7,204 | New |
| Bleakley Financial Group, LLC | 7,219 | $357.1K | 0.01% | +479+7.1% | Added |
| Medallion Wealth Advisors, LLC | 6,487 | $357.5K | 0.18% | +6,487 | New |
| Atria Wealth Solutions, Inc. | 7,390 | $365.5K | 0.00% | +170+2.4% | Added |
| Lido Advisors, LLC | 7,531 | $372.5K | 0.00% | +249+3.4% | Added |
| Tudor Investment Corp Et Al | 7,553 | $373.6K | 0.00% | +7,553 | New |
| Thrivent Financial for Lutherans | 7,618 | $377.0K | 0.00% | +417+5.8% | Added |
| Sivia Capital Partners, LLC | 7,648 | $378.3K | 0.19% | −251−3.2% | Reduced |
| Wedmont Private Capital | 7,694 | $379.7K | 0.02% | +25+0.3% | Added |
| GAMMA Investing LLC | 7,810 | $386.3K | 0.03% | +1,735+28.6% | Added |
| Tepp RIA, LLC | 7,918 | $391.6K | 0.58% | +7,918 | New |
| Westover Capital Advisors, LLC | 7,950 | $393.2K | 0.09% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,951 | $393.3K | 0.00% | +2,351+42.0% | Added |
| Deutsche Bank AG | 7,971 | $394.2K | 0.00% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 8,028 | $397.1K | 0.11% | −1,258−13.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,123 | $401.8K | 0.01% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 8,150 | $403.1K | 0.17% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8,156 | $403.4K | 0.04% | +485+6.3% | Added |
| Prime Capital Investment Advisors, LLC | 8,273 | $409.2K | 0.01% | +5+0.1% | Added |
| Courier Capital LLC | 8,492 | $420.0K | 0.03% | −412−4.6% | Reduced |
| Captrust Financial Advisors | 8,499 | $420.4K | 0.00% | −14,959−63.8% | Reduced |
| Allie Family Office LLC | 8,504 | $420.6K | 0.23% | 00.0% | Unchanged |
| Invesco Ltd. | 8,531 | $421.9K | 0.00% | −7,367−46.3% | Reduced |
| Valeo Financial Advisors, LLC | 8,713 | $430.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,814 | $435.9K | 0.01% | −173−1.9% | Reduced |
| Boston Private Wealth LLC | 8,913 | $440.8K | 0.01% | +8,913 | New |
| Gallacher Capital Management LLC | 8,960 | $443.2K | 0.22% | +167+1.9% | Added |
| HighMark Wealth Management LLC | 9,008 | $445.5K | 0.26% | 00.0% | Unchanged |
| Callan Capital, LLC | 9,013 | $445.8K | 0.03% | +1,355+17.7% | Added |
| Mission Wealth Management, LP | 9,162 | $453.2K | 0.01% | +1,067+13.2% | Added |
| Abel Hall, LLC | 9,500 | $469.9K | 0.30% | +3,279+52.7% | Added |
| Optas, LLC | 9,614 | $475.5K | 0.10% | +297+3.2% | Added |
| Traveka Wealth, LLC | 9,833 | $486.3K | 0.27% | +678+7.4% | Added |
| Investors Research Corp | 9,966 | $492.9K | 0.11% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 10,100 | $499.5K | 0.00% | −358−3.4% | Reduced |
| Gradient Investments LLC | 10,189 | $503.9K | 0.01% | −732−6.7% | Reduced |
| Five Oceans Advisors | 10,361 | $512.5K | 0.23% | +789+8.2% | Added |
| Nations Financial Group Inc, | 10,372 | $513.0K | 0.04% | +155+1.5% | Added |
| AssuredPartners Investment Advisors, LLC | 10,545 | $521.6K | 0.10% | +10,545 | New |
| Clarius Group, LLC | 10,661 | $527.3K | 0.04% | +275+2.6% | Added |
| SeaBridge Investment Advisors LLC | 10,673 | $527.9K | 0.11% | −990−8.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,776 | $533.0K | 0.00% | −2,062−16.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 10,790 | $533.7K | 0.07% | +2,225+26.0% | Added |
| May Hill Capital, LLC | 11,146 | $551.3K | 0.21% | +11,146 | New |
| Blair William & Co | 11,268 | $557.3K | 0.00% | −788−6.5% | Reduced |
| Cable Hill Partners, LLC | 11,442 | $565.9K | 0.06% | +148+1.3% | Added |
| Coldstream Capital Management Inc | 11,504 | $569.0K | 0.01% | +2,363+25.9% | Added |
| Cordatus Wealth Management LLC | 11,649 | $576.0K | 0.15% | +46+0.4% | Added |
| Millennium Management LLC | 11,881 | $587.6K | 0.00% | −312,176−96.3% | Reduced |
| West Family Investments, Inc. | 12,237 | $605.2K | 0.21% | −207−1.7% | Reduced |
| BSW Wealth Partners | 12,271 | $606.9K | 0.09% | −657−5.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,332 | $609.0K | 0.17% | +812+7.0% | Added |
| Wedbush Securities Inc | 12,472 | $617.0K | 0.02% | −868−6.5% | Reduced |
| Sage Rhino Capital LLC | 12,549 | $620.7K | 0.14% | −226−1.8% | Reduced |
| Virtu Financial LLC | 12,563 | $621.0K | 0.03% | +581+4.8% | Added |
| Cooper Financial Group | 12,646 | $625.5K | 0.08% | +759+6.4% | Added |
| Profund Advisors LLC | 12,791 | $632.6K | 0.02% | −733−5.4% | Reduced |
| Sagespring Wealth Partners, LLC | 12,951 | $640.5K | 0.02% | +12,951 | New |
| Legacy Wealth Asset Management, LLC | 13,004 | $643.2K | 0.18% | −111−0.8% | Reduced |
| Parallel Advisors, LLC | 13,099 | $647.9K | 0.01% | +1,431+12.3% | Added |
| Kathmere Capital Management, LLC | 13,378 | $661.7K | 0.06% | +4,190+45.6% | Added |
| DRW Securities, LLC | 13,391 | $662.3K | 0.04% | +13,391 | New |
| Wealthstar Advisors, LLC | 13,430 | $664.3K | 0.29% | +13,430 | New |
| Prospera Financial Services Inc | 13,505 | $667.9K | 0.02% | −277−2.0% | Reduced |
| Cherokee Insurance Co | 13,545 | $669.9K | 0.30% | +13,545 | New |
| FORA Capital, LLC | 13,575 | $671.4K | 0.08% | +3,976+41.4% | Added |
| BKM Wealth Management, LLC | 13,637 | $674.5K | 0.28% | −236−1.7% | Reduced |
| Avantax Advisory Services, Inc. | 13,973 | $691.1K | 0.00% | +1,511+12.1% | Added |
| Schechter Investment Advisors, LLC | 14,127 | $698.7K | 0.05% | −952−6.3% | Reduced |
| Entropy Technologies, LP | 14,163 | $700.5K | 0.07% | +14,163 | New |
| Henry James International Management, Inc. | 14,189 | $701.8K | 0.25% | +16+0.1% | Added |
| PDS Planning, Inc | 14,222 | $703.4K | 0.06% | −261−1.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 14,241 | $704.4K | 0.00% | −1,866−11.6% | Reduced |
| Integrated Wealth Concepts LLC | 14,573 | $720.8K | 0.01% | +388+2.7% | Added |
| Soltis Investment Advisors LLC | 14,700 | $727.0K | 0.07% | +518+3.7% | Added |
| State Street Corp | 14,767 | $730.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 14,948 | $739.2K | 0.01% | −10.0% | Reduced |
| Frank, Rimerman Advisors LLC | 15,334 | $758.4K | 0.06% | −45,220−74.7% | Reduced |
| HighPoint Advisor Group LLC | 14,028 | $765.9K | 0.04% | +2,801+24.9% | Added |
| National Bank of Canada | 15,577 | $770.4K | 0.00% | +13,722+739.7% | Added |
| Pitcairn Co | 15,965 | $789.6K | 0.05% | +1,622+11.3% | Added |
| CSS LLC | 16,080 | $795.3K | 0.05% | −1,020−6.0% | Reduced |
| Ieq Capital, LLC | 16,126 | $797.6K | 0.01% | +1,278+8.6% | Added |
| Savant Capital, LLC | 16,708 | $826.4K | 0.01% | +5,137+44.4% | Added |
| Smartleaf Asset Management LLC | 16,871 | $835.3K | 0.09% | +7,495+79.9% | Added |
| Aprio Wealth Management, LLC | 17,260 | $853.7K | 0.12% | +4,743+37.9% | Added |
| Legacy Financial Advisors, Inc. | 17,276 | $854.5K | 0.14% | +539+3.2% | Added |