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 |
|---|---|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 4,725 | $233.8K | 0.06% | −151−3.1% | Reduced |
| Canopy Partners, LLC | 4,720 | $233.5K | 0.09% | +20.0% | Added |
| Jones Financial Companies LLLP | 4,715 | $233.2K | 0.00% | +2,251+91.4% | Added |
| Flputnam Investment Management Co | 4,660 | $230.5K | 0.00% | +4,260+1,065.0% | Added |
| Total Clarity Wealth Management, Inc. | 4,637 | $229.3K | 0.07% | −73−1.5% | Reduced |
| Portfolio Design Labs, LLC | 4,627 | $228.9K | 0.05% | +4,627 | New |
| Contravisory Investment Management, Inc. | 4,624 | $228.7K | 0.05% | −24−0.5% | Reduced |
| Legacy Capital Group California, Inc. | 4,578 | $226.4K | 0.07% | −24−0.5% | Reduced |
| Trust Point Inc. | 4,531 | $224.1K | 0.02% | −7−0.2% | Reduced |
| Texas Yale Capital Corp. | 4,350 | $215.2K | 0.01% | +4,350 | New |
| Angeles Investment Advisors, LLC | 4,286 | $212.0K | 0.01% | −664−13.4% | Reduced |
| Sunpointe, LLC | 4,261 | $210.7K | 0.11% | +4,261 | New |
| Tiaa Trust, National Association | 4,241 | $209.8K | 0.00% | +4,241 | New |
| Sage Mountain Advisors LLC | 4,118 | $203.7K | 0.01% | +4,118 | New |
| Abc Arbitrage SA | 4,110 | $203.3K | 0.03% | +4,110 | New |
| WealthTrust Axiom LLC | 4,075 | $201.5K | 0.06% | +4,075 | New |
| Proequities, Inc. | 3,901 | $198.6K | 0.01% | +3,258+506.7% | Added |
| TruNorth Capital Management, LLC | 4,000 | $197.8K | 0.05% | +4,000 | New |
| Kohmann Bosshard Financial Services, LLC | 3,900 | $192.9K | 0.02% | +3,900 | New |
| Assetmark, Inc | 3,827 | $189.3K | 0.00% | +3,232+543.2% | Added |
| Principal Securities, Inc. | 3,536 | $174.9K | 0.00% | +483+15.8% | Added |
| Wintrust Investments LLC | 3,465 | $171.0K | 0.15% | −44−1.3% | Reduced |
| GeoWealth Management, LLC | 3,279 | $162.2K | 0.01% | +205+6.7% | Added |
| Barometer Capital Management Inc. | 3,080 | $134.0K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,675 | $132.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,514 | $124.3K | 0.00% | −15,904−86.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,473 | $122.3K | 0.01% | +559+29.2% | Added |
| Rosenberg Matthew Hamilton | 2,345 | $116.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,334 | $115.4K | 0.03% | +394+20.3% | Added |
| JFS Wealth Advisors, LLC | 2,306 | $114.1K | 0.01% | +36+1.6% | Added |
| JCIC Asset Management Inc. | 2,112 | $104.5K | 0.04% | +632+42.7% | Added |
| Atlas Capital Advisors LLC | 2,001 | $99.0K | 0.01% | +1,388+226.4% | Added |
| Grove Bank & Trust | 1,958 | $96.8K | 0.01% | −635−24.5% | Reduced |
| Huntington National Bank | 1,937 | $95.8K | 0.00% | −185−8.7% | Reduced |
| Raiffeisen Bank International AG | 1,950 | $94.2K | 0.00% | +1,950 | New |
| Nisa Investment Advisors, LLC | 1,826 | $90.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,817 | $89.9K | 0.01% | +659+56.9% | Added |
| Ameriflex Group, Inc. | 1,641 | $86.0K | 0.04% | +1,641 | New |
| Clear Street Markets LLC | 1,700 | $84.1K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,642 | $81.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,627 | $80.5K | 0.07% | 00.0% | Unchanged |
| Umb Bank N A | 1,514 | $74.9K | 0.00% | +26+1.7% | Added |
| Allworth Financial LP | 1,460 | $74.3K | 0.00% | +93+6.8% | Added |
| Versant Capital Management, Inc | 1,498 | $74.1K | 0.02% | +805+116.2% | Added |
| Sierra Ocean, LLC | 1,481 | $73.3K | 0.06% | +1,481 | New |
| Fifth Third Bancorp | 1,351 | $66.8K | 0.00% | −23−1.7% | Reduced |
| Bogart Wealth, LLC | 1,129 | $55.8K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,073 | $53.1K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,000 | $49.4K | 0.01% | +1,000 | New |
| Rise Advisors, LLC | 937 | $46.4K | 0.02% | +19+2.1% | Added |
| Edmond de Rothschild Holding S.A. | 907 | $44.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 854 | $42.2K | 0.01% | +37+4.5% | Added |
| AdvisorNet Financial, Inc | 831 | $41.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 828 | $41.0K | 0.00% | −492−37.3% | Reduced |
| Hanson & Doremus Investment Management | 809 | $40.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 775 | $38.3K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 700 | $34.6K | 0.01% | −100−12.5% | Reduced |
| MCF Advisors LLC | 689 | $34.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 684 | $33.8K | 0.00% | +93+15.7% | Added |
| Union Bancaire Privee, UBP SA | 485 | $32.3K | 0.00% | +485 | New |
| Whipplewood Advisors, LLC | 606 | $30.0K | 0.02% | +606 | New |
| Plante Moran Financial Advisors, LLC | 604 | $29.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 589 | $29.1K | 0.00% | +456+342.9% | Added |
| Capital Analysts, LLC | 586 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 572 | $29.0K | 0.00% | +166+40.9% | Added |
| Venturi Wealth Management, LLC | 571 | $28.2K | 0.00% | +210+58.2% | Added |
| Coppell Advisory Solutions LLC | 561 | $27.8K | 0.00% | +50+9.8% | Added |
| HM Payson & Co | 556 | $27.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 535 | $26.5K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 512 | $25.3K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 499 | $25.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 500 | $24.7K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 500 | $24.7K | 0.02% | +500 | New |
| South Plains Financial, Inc. | 493 | $24.4K | 0.02% | +493 | New |
| Smithfield Trust Co | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 448 | $22.2K | 0.02% | −110−19.7% | Reduced |
| Silicon Valley Capital Partners | 443 | $21.9K | 0.00% | +5+1.1% | Added |
| Tortoise Investment Management, LLC | 418 | $20.7K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 400 | $19.8K | 0.02% | −75−15.8% | Reduced |
| Parkside Financial Bank & Trust | 366 | $18.1K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 365 | $18.1K | 0.00% | +114+45.4% | Added |
| Global Financial Private Client, LLC | 336 | $16.6K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 335 | $16.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 303 | $15.0K | 0.01% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 284 | $14.0K | 0.01% | +284 | New |
| Valley National Advisers Inc | 300 | $14.0K | 0.00% | +200+200.0% | Added |
| Harbour Investments, Inc. | 276 | $13.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 260 | $13.5K | 0.00% | +56+27.5% | Added |
| Raffa Wealth Management, LLC | 264 | $13.1K | 0.00% | −163−38.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 254 | $12.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 244 | $12.1K | 0.00% | +244 | New |
| Highline Wealth Partners LLC | 233 | $11.5K | 0.00% | +145+164.8% | Added |
| Federated Hermes, Inc. | 231 | $11.4K | 0.00% | −15−6.1% | Reduced |
| Tower Research Capital LLC (TRC) | 226 | $11.2K | 0.00% | −13,753−98.4% | Reduced |
| Zions Bancorporation, N.A. | 204 | $10.1K | 0.00% | −114−35.8% | Reduced |
| Elequin Capital LP | 202 | $9.99K | 0.00% | +202 | New |
| Central Pacific Bank - Trust Division | 193 | $9.55K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 192 | $9.50K | 0.00% | +192 | New |
| Valued Wealth Advisors LLC | 189 | $9.35K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 186 | $9.20K | 0.00% | 00.0% | Unchanged |