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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 17,302 | $855.8K | 0.02% | +245+1.4% | Added |
| Founders Financial Securities LLC | 17,312 | $856.3K | 0.08% | +245+1.4% | Added |
| Ellevest, Inc. | 17,342 | $857.7K | 0.05% | +2,288+15.2% | Added |
| Ignite Planners, LLC | 17,889 | $877.8K | 0.19% | +462+2.7% | Added |
| Brown Advisory Inc | 17,861 | $883.4K | 0.00% | +1,052+6.3% | Added |
| Greenleaf Trust | 17,967 | $888.6K | 0.01% | −765−4.1% | Reduced |
| Pzena Investment Management LLC | 18,250 | $902.6K | 0.00% | +1,802+11.0% | Added |
| Sanctuary Advisors, LLC | 17,195 | $905.7K | 0.01% | +1,159+7.2% | Added |
| Cresset Asset Management, LLC | 18,596 | $919.7K | 0.00% | −71,457−79.3% | Reduced |
| McDonald Partners LLC | 18,719 | $925.9K | 0.24% | −209−1.1% | Reduced |
| D.A. Davidson & Co. | 19,031 | $941.3K | 0.01% | −604−3.1% | Reduced |
| Evergreen Capital Management LLC | 19,036 | $941.5K | 0.03% | +1,369+7.7% | Added |
| SBI Securities Co., Ltd. | 19,065 | $943.0K | 0.03% | +19,065 | New |
| ICONIQ Capital, LLC | 19,828 | $980.7K | 0.02% | +11,266+131.6% | Added |
| RBF Capital, LLC | 20,000 | $989.2K | 0.05% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 20,203 | $999.2K | 0.08% | +270+1.4% | Added |
| Mork Capital Management, LLC | 20,300 | $1.00M | 0.66% | +20,300 | New |
| GWM Advisors LLC | 20,601 | $1.02M | 0.01% | +8,249+66.8% | Added |
| Allspring Global Investments Holdings, LLC | 21,055 | $1.03M | 0.00% | +2,714+14.8% | Added |
| MAI Capital Management | 21,368 | $1.06M | 0.01% | −197−0.9% | Reduced |
| RSM US Wealth Management LLC | 21,414 | $1.06M | 0.02% | −3,511−14.1% | Reduced |
| TownSquare Capital, LLC | 21,489 | $1.06M | 0.01% | +3,669+20.6% | Added |
| Susquehanna International Group, LLP | 21,743 | $1.08M | 0.00% | +10,497+93.3% | Added |
| Balyasny Asset Management LLC | 22,101 | $1.09M | 0.00% | +22,101 | New |
| Miracle Mile Advisors, LLC | 22,104 | $1.09M | 0.02% | −1,701−7.1% | Reduced |
| Syon Capital LLC | 22,117 | $1.09M | 0.10% | −2,046−8.5% | Reduced |
| Henshaw Capital LLC | 22,593 | $1.12M | 0.05% | 00.0% | Unchanged |
| Gabelli Funds LLC | 22,700 | $1.12M | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 22,982 | $1.14M | 0.01% | −50.0% | Reduced |
| Systematic Alpha Investments, LLC | 23,000 | $1.14M | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 23,207 | $1.15M | 0.04% | +23,207 | New |
| Flow Traders U.S. LLC | 23,424 | $1.16M | 0.05% | +23,424 | New |
| Ballentine Partners, LLC | 23,557 | $1.17M | 0.02% | +2,930+14.2% | Added |
| Dorsey & Whitney Trust CO LLC | 23,597 | $1.17M | 0.06% | +549+2.4% | Added |
| Aaron Wealth Advisors | 23,763 | $1.18M | 0.14% | +2,894+13.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 23,777 | $1.18M | 0.55% | +1,159+5.1% | Added |
| Quantbot Technologies LP | 23,995 | $1.19M | 0.04% | −29,232−54.9% | Reduced |
| Jain Global LLC | 24,714 | $1.22M | 0.04% | +24,714 | New |
| Citigroup Inc | 24,731 | $1.22M | 0.00% | −769−3.0% | Reduced |
| Checchi Capital Advisers, LLC | 25,041 | $1.24M | 0.09% | +686+2.8% | Added |
| Callan Family Office, LLC | 25,105 | $1.24M | 0.08% | +25,105 | New |
| Russell Investments Group, Ltd. | 25,250 | $1.25M | 0.00% | −5,167−17.0% | Reduced |
| Jane Street Group, LLC | 25,530 | $1.26M | 0.00% | −11,922−31.8% | Reduced |
| Walleye Capital LLC | 25,782 | $1.28M | 0.01% | +6,183+31.5% | Added |
| Lazard Asset Management LLC | 25,819 | $1.28M | 0.00% | −7,351−22.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 26,539 | $1.30M | 0.02% | +5,076+23.7% | Added |
| IFP Advisors, Inc | 26,739 | $1.32M | 0.04% | +3,917+17.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,494 | $1.36M | 0.00% | +5,820+26.9% | Added |
| Private Advisor Group, LLC | 27,920 | $1.38M | 0.01% | +1,205+4.5% | Added |
| Lake Street Advisors Group, LLC | 27,929 | $1.38M | 0.06% | +739+2.7% | Added |
| Ativo Capital Management LLC | 28,070 | $1.39M | 1.38% | −603−2.1% | Reduced |
| Davenport & Co LLC | 28,144 | $1.39M | 0.01% | +3,535+14.4% | Added |
| Glenmede Trust Co NA | 28,414 | $1.41M | 0.01% | +1,689+6.3% | Added |
| Foresight Capital Management Advisors, Inc. | 28,496 | $1.41M | 0.82% | +180+0.6% | Added |
| Rockefeller Capital Management L.P. | 28,621 | $1.41M | 0.00% | +8,044+39.1% | Added |
| Regions Financial Corp | 29,274 | $1.45M | 0.01% | −262−0.9% | Reduced |
| Qtron Investments LLC | 30,586 | $1.51M | 0.21% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 30,628 | $1.51M | 0.00% | −738−2.4% | Reduced |
| Summit Global Investments | 31,540 | $1.56M | 0.10% | +31,540 | New |
| Advisor Group Holdings, Inc. | 31,806 | $1.57M | 0.00% | +5,810+22.3% | Added |
| Truist Financial Corp | 32,676 | $1.62M | 0.00% | −4,411−11.9% | Reduced |
| Park Avenue Securities LLC | 32,689 | $1.62M | 0.02% | +5,182+18.8% | Added |
| SIH Partners, LLLP | 32,725 | $1.62M | 0.11% | +32,725 | New |
| Orleans Capital Management Corp | 29,725 | $1.62M | 0.91% | −290−1.0% | Reduced |
| Oppenheimer & Co Inc | 33,076 | $1.64M | 0.02% | −100−0.3% | Reduced |
| Quadrant Capital Group LLC | 35,206 | $1.74M | 0.12% | +2,391+7.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 35,590 | $1.76M | 0.12% | −9,901−21.8% | Reduced |
| Thoroughbred Financial Services, LLC | 35,641 | $1.76M | 0.11% | −155−0.4% | Reduced |
| Rhumbline Advisers | 35,689 | $1.77M | 0.00% | +272+0.8% | Added |
| Advisors Asset Management, Inc. | 36,242 | $1.79M | 0.03% | −852−2.3% | Reduced |
| XTX Topco Ltd | 36,796 | $1.82M | 0.15% | −6,490−15.0% | Reduced |
| Cetera Investment Advisers | 38,950 | $1.93M | 0.00% | +4,552+13.2% | Added |
| Richard P Slaughter Associates Inc | 39,116 | $1.93M | 0.43% | −1,378−3.4% | Reduced |
| Raelipskie Partnership | 39,343 | $1.95M | 0.97% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 40,161 | $1.99M | 0.00% | +349+0.9% | Added |
| Neuberger Berman Group LLC | 40,495 | $2.00M | 0.00% | +2,524+6.6% | Added |
| Atomi Financial Group, Inc. | 40,592 | $2.01M | 0.10% | +7,490+22.6% | Added |
| Earnest Partners LLC | 41,015 | $2.03M | 0.01% | −473−1.1% | 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 |
| Yousif Capital Management, LLC | 42,891 | $2.12M | 0.02% | −2,000−4.5% | Reduced |
| Barclays PLC | 43,210 | $2.14M | 0.00% | +2,343+5.7% | Added |
| Forum Financial Management, LP | 43,317 | $2.14M | 0.04% | +16,516+61.6% | Added |
| Americana Partners, LLC | 46,623 | $2.31M | 0.09% | +27,227+140.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 46,766 | $2.31M | 0.01% | +30,865+194.1% | Added |
| Brandes Investment Partners, LP | 47,217 | $2.34M | 0.03% | +124+0.3% | Added |
| The PNC Financial Services Group, Inc. | 47,983 | $2.37M | 0.00% | −685−1.4% | Reduced |
| CI Private Wealth, LLC | 48,200 | $2.38M | 0.00% | −648−1.3% | Reduced |
| Janney Montgomery Scott LLC | 48,938 | $2.42M | 0.01% | +2,615+5.6% | Added |
| CAPROCK Group, Inc. | 49,065 | $2.43M | 0.08% | +9,499+24.0% | Added |
| Northwestern Mutual Wealth Management Co | 50,780 | $2.51M | 0.00% | +863+1.7% | Added |
| First Trust Advisors LP | 52,280 | $2.59M | 0.00% | +52,280 | New |
| Sequoia Financial Advisors, LLC | 54,815 | $2.71M | 0.03% | +1,575+3.0% | Added |
| Commonwealth Equity Services, LLC | 56,326 | $2.79M | 0.00% | −312−0.6% | Reduced |
| Signaturefd, LLC | 56,363 | $2.79M | 0.05% | +5,003+9.7% | Added |
| Two Sigma Advisers, LP | 58,100 | $2.87M | 0.01% | +8,200+16.4% | Added |
| MML Investors Services, LLC | 58,586 | $2.90M | 0.01% | +10,909+22.9% | Added |
| Wetherby Asset Management Inc | 61,172 | $3.03M | 0.15% | +87+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 61,623 | $3.05M | 0.02% | −78,831−56.1% | Reduced |
| Capital Fund Management S.A. | 61,858 | $3.06M | 0.03% | +5,067+8.9% | Added |