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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 35,206 | $1.74M | 0.12% | +2,391+7.3% | Added |
| Oppenheimer & Co Inc | 33,076 | $1.64M | 0.02% | −100−0.3% | Reduced |
| Orleans Capital Management Corp | 29,725 | $1.62M | 0.91% | −290−1.0% | Reduced |
| SIH Partners, LLLP | 32,725 | $1.62M | 0.11% | +32,725 | New |
| Park Avenue Securities LLC | 32,689 | $1.62M | 0.02% | +5,182+18.8% | Added |
| Truist Financial Corp | 32,676 | $1.62M | 0.00% | −4,411−11.9% | Reduced |
| Advisor Group Holdings, Inc. | 31,806 | $1.57M | 0.00% | +5,810+22.3% | Added |
| Summit Global Investments | 31,540 | $1.56M | 0.10% | +31,540 | New |
| Pacer Advisors, Inc. | 30,628 | $1.51M | 0.00% | −738−2.4% | Reduced |
| Qtron Investments LLC | 30,586 | $1.51M | 0.21% | 00.0% | Unchanged |
| Regions Financial Corp | 29,274 | $1.45M | 0.01% | −262−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 28,621 | $1.41M | 0.00% | +8,044+39.1% | Added |
| Foresight Capital Management Advisors, Inc. | 28,496 | $1.41M | 0.82% | +180+0.6% | Added |
| Glenmede Trust Co NA | 28,414 | $1.41M | 0.01% | +1,689+6.3% | Added |
| Davenport & Co LLC | 28,144 | $1.39M | 0.01% | +3,535+14.4% | Added |
| Ativo Capital Management LLC | 28,070 | $1.39M | 1.38% | −603−2.1% | Reduced |
| Lake Street Advisors Group, LLC | 27,929 | $1.38M | 0.06% | +739+2.7% | Added |
| Private Advisor Group, LLC | 27,920 | $1.38M | 0.01% | +1,205+4.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,494 | $1.36M | 0.00% | +5,820+26.9% | Added |
| IFP Advisors, Inc | 26,739 | $1.32M | 0.04% | +3,917+17.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 26,539 | $1.30M | 0.02% | +5,076+23.7% | Added |
| Lazard Asset Management LLC | 25,819 | $1.28M | 0.00% | −7,351−22.2% | Reduced |
| Walleye Capital LLC | 25,782 | $1.28M | 0.01% | +6,183+31.5% | Added |
| Jane Street Group, LLC | 25,530 | $1.26M | 0.00% | −11,922−31.8% | Reduced |
| Russell Investments Group, Ltd. | 25,250 | $1.25M | 0.00% | −5,167−17.0% | Reduced |
| Callan Family Office, LLC | 25,105 | $1.24M | 0.08% | +25,105 | New |
| Checchi Capital Advisers, LLC | 25,041 | $1.24M | 0.09% | +686+2.8% | Added |
| Citigroup Inc | 24,731 | $1.22M | 0.00% | −769−3.0% | Reduced |
| Jain Global LLC | 24,714 | $1.22M | 0.04% | +24,714 | New |
| Quantbot Technologies LP | 23,995 | $1.19M | 0.04% | −29,232−54.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 23,777 | $1.18M | 0.55% | +1,159+5.1% | Added |
| Aaron Wealth Advisors | 23,763 | $1.18M | 0.14% | +2,894+13.9% | Added |
| Dorsey & Whitney Trust CO LLC | 23,597 | $1.17M | 0.06% | +549+2.4% | Added |
| Ballentine Partners, LLC | 23,557 | $1.17M | 0.02% | +2,930+14.2% | Added |
| Flow Traders U.S. LLC | 23,424 | $1.16M | 0.05% | +23,424 | New |
| We Are One Seven, LLC | 23,207 | $1.15M | 0.04% | +23,207 | New |
| Systematic Alpha Investments, LLC | 23,000 | $1.14M | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 22,982 | $1.14M | 0.01% | −50.0% | Reduced |
| Gabelli Funds LLC | 22,700 | $1.12M | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 22,593 | $1.12M | 0.05% | 00.0% | Unchanged |
| Syon Capital LLC | 22,117 | $1.09M | 0.10% | −2,046−8.5% | Reduced |
| Miracle Mile Advisors, LLC | 22,104 | $1.09M | 0.02% | −1,701−7.1% | Reduced |
| Balyasny Asset Management LLC | 22,101 | $1.09M | 0.00% | +22,101 | New |
| Susquehanna International Group, LLP | 21,743 | $1.08M | 0.00% | +10,497+93.3% | Added |
| TownSquare Capital, LLC | 21,489 | $1.06M | 0.01% | +3,669+20.6% | Added |
| RSM US Wealth Management LLC | 21,414 | $1.06M | 0.02% | −3,511−14.1% | Reduced |
| MAI Capital Management | 21,368 | $1.06M | 0.01% | −197−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 21,055 | $1.03M | 0.00% | +2,714+14.8% | Added |
| GWM Advisors LLC | 20,601 | $1.02M | 0.01% | +8,249+66.8% | Added |
| Mork Capital Management, LLC | 20,300 | $1.00M | 0.66% | +20,300 | New |
| Vise Technologies, Inc. | 20,203 | $999.2K | 0.08% | +270+1.4% | Added |
| RBF Capital, LLC | 20,000 | $989.2K | 0.05% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 19,828 | $980.7K | 0.02% | +11,266+131.6% | Added |
| SBI Securities Co., Ltd. | 19,065 | $943.0K | 0.03% | +19,065 | New |
| Evergreen Capital Management LLC | 19,036 | $941.5K | 0.03% | +1,369+7.7% | Added |
| D.A. Davidson & Co. | 19,031 | $941.3K | 0.01% | −604−3.1% | Reduced |
| McDonald Partners LLC | 18,719 | $925.9K | 0.24% | −209−1.1% | Reduced |
| Cresset Asset Management, LLC | 18,596 | $919.7K | 0.00% | −71,457−79.3% | Reduced |
| Sanctuary Advisors, LLC | 17,195 | $905.7K | 0.01% | +1,159+7.2% | Added |
| Pzena Investment Management LLC | 18,250 | $902.6K | 0.00% | +1,802+11.0% | Added |
| Greenleaf Trust | 17,967 | $888.6K | 0.01% | −765−4.1% | Reduced |
| Brown Advisory Inc | 17,861 | $883.4K | 0.00% | +1,052+6.3% | Added |
| Ignite Planners, LLC | 17,889 | $877.8K | 0.19% | +462+2.7% | Added |
| Ellevest, Inc. | 17,342 | $857.7K | 0.05% | +2,288+15.2% | Added |
| Founders Financial Securities LLC | 17,312 | $856.3K | 0.08% | +245+1.4% | Added |
| Horizon Investments, LLC | 17,302 | $855.8K | 0.02% | +245+1.4% | Added |
| Legacy Financial Advisors, Inc. | 17,276 | $854.5K | 0.14% | +539+3.2% | Added |
| Aprio Wealth Management, LLC | 17,260 | $853.7K | 0.12% | +4,743+37.9% | Added |
| Smartleaf Asset Management LLC | 16,871 | $835.3K | 0.09% | +7,495+79.9% | Added |
| Savant Capital, LLC | 16,708 | $826.4K | 0.01% | +5,137+44.4% | Added |
| Ieq Capital, LLC | 16,126 | $797.6K | 0.01% | +1,278+8.6% | Added |
| CSS LLC | 16,080 | $795.3K | 0.05% | −1,020−6.0% | Reduced |
| Pitcairn Co | 15,965 | $789.6K | 0.05% | +1,622+11.3% | Added |
| National Bank of Canada | 15,577 | $770.4K | 0.00% | +13,722+739.7% | Added |
| HighPoint Advisor Group LLC | 14,028 | $765.9K | 0.04% | +2,801+24.9% | Added |
| Frank, Rimerman Advisors LLC | 15,334 | $758.4K | 0.06% | −45,220−74.7% | Reduced |
| TD Waterhouse Canada Inc. | 14,948 | $739.2K | 0.01% | −10.0% | Reduced |
| State Street Corp | 14,767 | $730.4K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 14,700 | $727.0K | 0.07% | +518+3.7% | Added |
| Integrated Wealth Concepts LLC | 14,573 | $720.8K | 0.01% | +388+2.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,241 | $704.4K | 0.00% | −1,866−11.6% | Reduced |
| PDS Planning, Inc | 14,222 | $703.4K | 0.06% | −261−1.8% | Reduced |
| Henry James International Management, Inc. | 14,189 | $701.8K | 0.25% | +16+0.1% | Added |
| Entropy Technologies, LP | 14,163 | $700.5K | 0.07% | +14,163 | New |
| Schechter Investment Advisors, LLC | 14,127 | $698.7K | 0.05% | −952−6.3% | Reduced |
| Avantax Advisory Services, Inc. | 13,973 | $691.1K | 0.00% | +1,511+12.1% | Added |
| BKM Wealth Management, LLC | 13,637 | $674.5K | 0.28% | −236−1.7% | Reduced |
| FORA Capital, LLC | 13,575 | $671.4K | 0.08% | +3,976+41.4% | Added |
| Cherokee Insurance Co | 13,545 | $669.9K | 0.30% | +13,545 | New |
| Prospera Financial Services Inc | 13,505 | $667.9K | 0.02% | −277−2.0% | Reduced |
| Wealthstar Advisors, LLC | 13,430 | $664.3K | 0.29% | +13,430 | New |
| DRW Securities, LLC | 13,391 | $662.3K | 0.04% | +13,391 | New |
| Kathmere Capital Management, LLC | 13,378 | $661.7K | 0.06% | +4,190+45.6% | Added |
| Parallel Advisors, LLC | 13,099 | $647.9K | 0.01% | +1,431+12.3% | Added |
| Legacy Wealth Asset Management, LLC | 13,004 | $643.2K | 0.18% | −111−0.8% | Reduced |
| Sagespring Wealth Partners, LLC | 12,951 | $640.5K | 0.02% | +12,951 | New |
| Profund Advisors LLC | 12,791 | $632.6K | 0.02% | −733−5.4% | Reduced |
| Cooper Financial Group | 12,646 | $625.5K | 0.08% | +759+6.4% | Added |
| Virtu Financial LLC | 12,563 | $621.0K | 0.03% | +581+4.8% | Added |
| Sage Rhino Capital LLC | 12,549 | $620.7K | 0.14% | −226−1.8% | Reduced |