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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 180 | $8.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 170 | $8.41K | 0.00% | +25+17.2% | Added |
| Fortitude Family Office, LLC | 169 | $8.36K | 0.00% | −10−5.6% | Reduced |
| Center for Financial Planning, Inc. | 163 | $8.06K | 0.00% | +163 | New |
| Macquarie Group Ltd | 163 | $8.00K | 0.00% | −69−29.7% | Reduced |
| Roxbury Financial LLC | 168 | $7.88K | 0.01% | +168 | New |
| HHM Wealth Advisors, LLC | 158 | $7.82K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 157 | $7.75K | 0.00% | +157 | New |
| Logan Capital Management Inc | 155 | $7.67K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 144 | $7.65K | 0.01% | +100+227.3% | Added |
| Legacy Wealth Managment, LLC | 144 | $7.65K | 0.01% | +100+227.3% | Added |
| CVA Family Office, LLC | 154 | $7.62K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 148 | $7.32K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 146 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $7.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 129 | $6.38K | 0.00% | +107+486.4% | Added |
| Van Hulzen Asset Management, LLC | 128 | $6.33K | 0.00% | +128 | New |
| Dunhill Financial, LLC | 121 | $5.99K | 0.00% | +121 | New |
| Continuum Advisory, LLC | 116 | $5.74K | 0.00% | +11+10.5% | Added |
| Golden State Wealth Management, LLC | 115 | $5.71K | 0.00% | +115 | New |
| Oliver Lagore Vanvalin Investment Group | 108 | $5.34K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 100 | $4.95K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $4.95K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $4.95K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $4.95K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $4.95K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $4.95K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 98 | $4.85K | 0.01% | +98 | New |
| WPG Advisers, LLC | 93 | $4.60K | 0.00% | +93 | New |
| North Star Investment Management Corp. | 90 | $4.45K | 0.00% | −90−50.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 87 | $4.30K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 83 | $4.11K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 81 | $4.03K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 81 | $4.01K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 79 | $3.91K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 79 | $3.91K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 76 | $3.76K | 0.00% | +50+192.3% | Added |
| Archer Investment Corp | 76 | $3.76K | 0.00% | +1+1.3% | Added |
| Wiser Advisor Group LLC | 76 | $3.75K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 72 | $3.56K | 0.00% | +72 | New |
| First Horizon Advisors, Inc. | 65 | $3.25K | 0.00% | −28−30.1% | Reduced |
| Decker Retirement Planning Inc. | 64 | $3.17K | 0.00% | +64 | New |
| Hazlett, Burt & Watson, Inc. | 51 | $3.00K | 0.00% | +2+4.1% | Added |
| Park Place Capital Corp | 57 | $2.82K | 0.00% | −252−81.6% | Reduced |
| Hollencrest Capital Management | 54 | $2.67K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 52 | $2.57K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 51 | $2.51K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $2.47K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 49 | $2.42K | 0.00% | −22−31.0% | Reduced |
| Clean Yield Group | 48 | $2.37K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $1.98K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 39 | $1.93K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 34 | $1.64K | 0.00% | −50−59.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33 | $1.63K | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 33 | $1.63K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 25 | $1.24K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 25 | $1.24K | 0.00% | +25 | New |
| Clearstead Advisors, LLC | 18 | $897 | 0.00% | +18 | New |
| Newbridge Financial Services Group, Inc. | 17 | $841 | 0.00% | +17 | New |
| High Note Wealth, LLC | 15 | $742 | 0.00% | +15 | New |
| Leonteq Securities AG | 7 | $346 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $237 | 0.00% | +5 | New |
| West Branch Capital LLC | 3 | $161 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $99 | 0.00% | −9−81.8% | Reduced |
| NBC Securities, Inc. | 1 | $95 | 0.01% | −1,907−99.9% | Reduced |
| REAP Financial Group, LLC | 1 | $46 | 0.00% | +1 | New |
| 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 |