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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 63,087 | $3.12M | 0.05% | −221−0.3% | Reduced |
| Old Port Advisors | 64,049 | $3.17M | 0.91% | −486−0.8% | Reduced |
| Catalyst Capital Advisors LLC | 64,805 | $3.21M | 0.07% | −2,125−3.2% | Reduced |
| Caas Capital Management LP | 69,037 | $3.41M | 2.82% | +19,441+39.2% | Added |
| AQR Capital Management LLC | 69,572 | $3.44M | 0.00% | +11,905+20.6% | Added |
| Bank of Montreal | 72,040 | $3.56M | 0.00% | −99,376−58.0% | Reduced |
| Cerity Partners LLC | 78,447 | $3.71M | 0.01% | −13,689−14.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 80,832 | $4.00M | 0.00% | +80,832 | New |
| Naviter Wealth, LLC | 81,078 | $4.01M | 0.48% | −12,255−13.1% | Reduced |
| BNP Paribas Arbitrage, SA | 93,929 | $4.65M | 0.00% | +254+0.3% | Added |
| Stamos Capital Partners, L.P. | 96,480 | $4.77M | 1.12% | −12,500−11.5% | Reduced |
| JustInvest LLC | 96,679 | $4.78M | 0.07% | +11,383+13.3% | Added |
| JPMorgan Chase & Co | 102,207 | $5.06M | 0.00% | +45,347+79.8% | Added |
| SEI Investments Co | 106,538 | $5.27M | 0.01% | +4,670+4.6% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $5.31M | 2.18% | 00.0% | Unchanged |
| US Bancorp | 109,349 | $5.41M | 0.01% | +14,286+15.0% | Added |
| M&T Bank Corp | 115,454 | $5.71M | 0.02% | +678+0.6% | Added |
| Renaissance Technologies LLC | 116,015 | $5.74M | 0.01% | −156,650−57.5% | Reduced |
| Aquatic Capital Management LLC | 120,387 | $5.95M | 0.16% | +120,387 | New |
| Ramirez Asset Management, Inc. | 120,898 | $5.98M | 1.21% | +3,967+3.4% | Added |
| Hennessy Advisors Inc | 125,200 | $6.19M | 0.18% | −4,600−3.5% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 129,493 | $6.40M | 0.66% | +129,493 | New |
| Stifel Financial Corp | 136,363 | $6.74M | 0.01% | −1,764−1.3% | Reduced |
| CWM, LLC | 140,380 | $6.94M | 0.03% | −11,908−7.8% | Reduced |
| Ritholtz Wealth Management | 141,108 | $6.98M | 0.21% | +15,510+12.3% | Added |
| Parallax Volatility Advisers, L.P. | 147,232 | $7.28M | 0.16% | +34,762+30.9% | Added |
| LPL Financial LLC | 153,518 | $7.59M | 0.00% | +28,875+23.2% | Added |
| Promethos Capital, LLC | 160,253 | $7.93M | 2.80% | −2,501−1.5% | Reduced |
| Pathstone Holdings, LLC | 163,810 | $8.10M | 0.04% | +5,636+3.6% | Added |
| HighTower Advisors, LLC | 163,979 | $8.11M | 0.01% | +6,133+3.9% | Added |
| American Assets Investment Management, LLC | 166,918 | $8.26M | 0.67% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 169,710 | $8.40M | 0.00% | −1,170−0.7% | Reduced |
| GQG Partners LLC | 172,913 | $8.55M | 0.01% | +97,574+129.5% | Added |
| Ethic Inc. | 174,539 | $8.63M | 0.17% | +13,642+8.5% | Added |
| Mercer Global Advisors Inc | 183,743 | $9.09M | 0.02% | +8,860+5.1% | Added |
| Mariner, LLC | 186,985 | $9.25M | 0.02% | +20,326+12.2% | Added |
| Janney Capital Management LLC | 188,151 | $9.31M | 0.62% | +188,151 | New |
| Envestnet Asset Management Inc | 193,118 | $9.55M | 0.00% | −105,466−35.3% | Reduced |
| Quantinno Capital Management LP | 223,886 | $11.1M | 0.11% | +43,978+24.4% | Added |
| Contrarian Capital Management, L.L.C. | 240,876 | $11.9M | 4.03% | +240,876 | New |
| Charles Schwab Investment Management Inc | 261,135 | $12.9M | 0.00% | +45,387+21.0% | Added |
| Creative Planning | 268,197 | $13.3M | 0.01% | +46,105+20.8% | Added |
| Qube Research & Technologies Ltd | 276,036 | $13.7M | 0.02% | −44,645−13.9% | Reduced |
| Wells Fargo & Company | 289,887 | $14.3M | 0.00% | +14,640+5.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 297,408 | $14.7M | 0.05% | −38,485−11.5% | Reduced |
| Citadel Advisors LLC | 312,459 | $15.5M | 0.01% | −375,223−54.6% | Reduced |
| Meritage Portfolio Management | 318,825 | $15.8M | 0.98% | +17,012+5.6% | Added |
| QRG Capital Management, Inc. | 346,661 | $17.1M | 0.18% | +36,219+11.7% | Added |
| Bank of New York Mellon Corp | 347,565 | $17.2M | 0.00% | +200,054+135.6% | Added |
| Raymond James Financial Inc | 360,192 | $17.8M | 0.01% | +360,192 | New |
| Natixis Advisors, L.P. | 395,350 | $19.6M | 0.04% | +5,013+1.3% | Added |
| Franklin Resources Inc | 397,408 | $19.7M | 0.01% | +11,864+3.1% | Added |
| O'Shaughnessy Asset Management, LLC | 401,960 | $19.9M | 0.17% | +85,104+26.9% | Added |
| Crossmark Global Holdings, Inc. | 514,642 | $25.5M | 0.46% | +14,095+2.8% | Added |
| Cookson Peirce & Co Inc | 678,426 | $33.6M | 1.52% | −13,951−2.0% | Reduced |
| UBS Group AG | 786,330 | $38.9M | 0.01% | +704,840+864.9% | Added |
| Royal Bank of Canada | 910,732 | $45.0M | 0.01% | −5,377−0.6% | Reduced |
| American Century Companies Inc | 937,065 | $46.3M | 0.03% | +40,388+4.5% | Added |
| BlackRock, Inc. | 2,621,448 | $129.7M | 0.00% | +126,941+5.1% | Added |
| Northern Trust Corp | 2,781,307 | $137.6M | 0.02% | +951,050+52.0% | Added |
| FMR LLC | 2,883,238 | $142.6M | 0.01% | +441,033+18.1% | Added |
| Sanders Capital, LLC | 2,981,120 | $147.4M | 0.22% | −9300.0% | Reduced |
| Bank of America Corp | 3,037,847 | $150.3M | 0.01% | −317,366−9.5% | Reduced |
| Goldman Sachs Group Inc | 4,673,348 | $231.1M | 0.04% | −114,994−2.4% | Reduced |
| Morgan Stanley | 6,511,107 | $322.0M | 0.02% | +136,648+2.1% | Added |
| Dimensional Fund Advisors LP | 10,632,332 | $525.9M | 0.13% | −25,300−0.2% | Reduced |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −3,095,699−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −151,637−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −70,117−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −121,200−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −56,247−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −50,238−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −42,510−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −26,815−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −25,533−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −20,823−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −20,693−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −11,990−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −9,716−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −6,637−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,272−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −6,266−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −5,826−100.0% | Sold out |
| Security National Bank of Sioux City Iowa | 0 | $0 | 0.00% | −5,681−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −3,393−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −3,187−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Paladin Wealth, LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Insight Folios Inc | – | – | – | – | Not filed |
| Susquehanna International Securities, Ltd. | – | – | – | – | Not filed |
| Eagle Asset Management Inc | – | – | – | – | Not filed |