Skip to main content

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, Q1 2021

Institutional positions in HSBC Holdings PLC as of Mar 31, 2021. 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
263
No complete 13F data for Q4 2020
Shares held
50.9M
No complete 13F data for Q4 2020
Total value
$1.48B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 263 institutions
Q1 2021: 263 institutionsQ2 2021: 262 institutionsQ3 2021: 263 institutionsQ4 2021: 284 institutionsQ1 2022: 297 institutionsQ2 2022: 292 institutionsQ3 2022: 289 institutionsQ4 2022: 316 institutionsQ1 2023: 338 institutionsQ2 2023: 365 institutionsQ3 2023: 375 institutionsQ4 2023: 412 institutionsQ1 2024: 411 institutionsQ2 2024: 419 institutionsQ3 2024: 425 institutionsQ4 2024: 466 institutionsQ1 2025: 507 institutionsQ2 2025: 513 institutionsQ3 2025: 555 institutionsQ4 2025: 617 institutionsQ1 2026: 646 institutionsQ2 2026: 713 institutions
Value heldQ1 2021: $1.48B
Q1 2021: $1.48BQ2 2021: $1.52BQ3 2021: $1.29BQ4 2021: $1.44BQ1 2022: $1.70BQ2 2022: $1.72BQ3 2022: $1.40BQ4 2022: $1.67BQ1 2023: $1.93BQ2 2023: $2.35BQ3 2023: $2.31BQ4 2023: $2.27BQ1 2024: $2.10BQ2 2024: $2.36BQ3 2024: $2.37BQ4 2024: $2.67BQ1 2025: $4.30BQ2 2025: $4.68BQ3 2025: $5.64BQ4 2025: $6.53BQ1 2026: $6.97BQ2 2026: $8.00B
Institutions holding HSBC and their total value by quarter
QuarterHoldersValue
Q2 2026713$8.00B
Q1 2026646$6.97B
Q4 2025617$6.53B
Q3 2025555$5.64B
Q2 2025513$4.68B
Q1 2025507$4.30B
Q4 2024466$2.67B
Q3 2024425$2.37B
Q2 2024419$2.36B
Q1 2024411$2.10B
Q4 2023412$2.27B
Q3 2023375$2.31B
Q2 2023365$2.35B
Q1 2023338$1.93B
Q4 2022316$1.67B
Q3 2022289$1.40B
Q2 2022292$1.72B
Q1 2022297$1.70B
Q4 2021284$1.44B
Q3 2021263$1.29B
Q2 2021262$1.52B
Q1 2021263$1.48B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding HSBC Holdings PLC.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding HSBC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Private Capital Group, LLC645$19.0K0.00%––
Adirondack Trust Co607$18.0K0.01%––
Bogart Wealth, LLC597$17.0K0.00%––
Truehand, Inc566$16.0K0.01%––
Liberty Wealth Management LLC620$16.0K0.01%––
Enterprise Trust & Investment Co501$15.0K0.01%––
Hexagon Capital Partners LLC494$14.0K0.00%––
Proequities, Inc.450$13.0K0.00%––
Nisa Investment Advisors, LLC450$13.0K0.00%––
MUFG Americas Holdings Corp426$12.0K0.00%––
Bedel Financial Consulting, Inc.400$12.0K0.00%––
Freedman Financial Associates, Inc.400$12.0K0.01%––
Arkadios Wealth Advisors394$11.0K0.00%––
First PREMIER Bank353$10.0K0.00%––
Lederer & Associates Investment Counsel334$9.73K0.01%––
Duncker Streett & Co Inc297$9.00K0.00%––
M&R Capital Management Inc312$9.00K0.00%––
Farmers & Merchants Investments Inc307$9.00K0.00%––
Meridian Wealth Partners, LLC316$9.00K0.00%––
Bartlett & Co. Wealth Management LLC254$7.59K0.00%––
Bartlett & Co. LLC254$7.00K0.00%––
Column Capital Advisors, LLC241$7.00K0.00%––
Gemmer Asset Management LLC242$7.00K0.00%––
McIlrath & Eck, LLC247$7.00K0.00%––
Firestone Capital Management226$7.00K0.00%––
Plante Moran Financial Advisors, LLC219$6.00K0.00%––
Cordasco Financial Network208$6.00K0.00%––
IFP Advisors, Inc213$6.00K0.00%––
Hantz Financial Services, Inc.171$5.00K0.00%––
Coastal Capital Group, Inc.163$5.00K0.00%––
Sandy Spring Bank147$4.00K0.00%––
American Research & Management Co.150$4.00K0.00%––
Allworth Financial LP140$4.00K0.00%––
Prestige Wealth Management Group LLC143$4.00K0.00%––
Charter Oak Capital Management, LLC125$4.00K0.00%––
Accel Wealth Management131$4.00K0.00%––
TD Private Client Wealth LLC105$3.06K0.00%––
Valley National Advisers Inc100$3.00K0.00%––
Trust Co of Vermont100$3.00K0.00%––
Whittier Trust Co of Nevada Inc110$3.00K0.00%––
Asset Dedication, LLC100$3.00K0.00%––
Tortoise Investment Management, LLC92$3.00K0.00%––
Iron Horse Wealth Management, LLC100$3.00K0.00%––
Sutton Wealth Advisors Inc.81$2.36K0.00%––
Endurance Wealth Management, Inc.64$2.00K0.00%––
Carroll Financial Associates, Inc.80$2.00K0.00%––
Joseph P. Lucia & Associates, LLC55$2.00K0.00%––
RMR Wealth Builders83$2.00K0.00%––
American Portfolios Advisors63$1.84K0.00%––
Raffa Wealth Management, LLC49$1.43K0.00%––
First Horizon Corp56$1.00K0.00%––
Cullen/Frost Bankers, Inc.27$1.00K0.00%––
Delta Asset Management LLC51$1.00K0.00%––
PrairieView Partners, LLC46$1.00K0.00%––
Retirement Group, LLC25$1.00K0.00%––
Key Financial Inc39$1.00K0.00%––
FourThought Financial, LLC21$1.00K0.00%––
Ameritas Investment Company, LLC28$8160.00%––
Lazard Asset Management LLC1$00.00%––
Gradient Investments LLC17$00.00%––
NEXT Financial Group, Inc5$00.00%––
Simon Quick Advisors, LLC3$00.00%––
Patriot Financial Group Insurance Agency, LLC2$00.00%––