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, Q2 2021
Institutional positions in HSBC Holdings PLC as of Jun 30, 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
- 262
- +1 vs. Q1 2021
- Shares held
- 52.8M
- +1.87M (+3.7%) vs. Q1 2021
- Total value
- $1.52B
- +$39.9M (+2.7%) vs. Q1 2021
- New holders
- 35
- 93 more added
- Sold out
- 34
- 61 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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, Q2 2021
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 9,472,392 | $273.3M | 0.09% | −191,332−2.0% | Reduced |
| Renaissance Technologies LLC | 4,786,843 | $138.1M | 0.17% | −1,189,000−19.9% | Reduced |
| JPMorgan Chase & Co | 3,628,677 | $104.7M | 0.01% | −433,772−10.7% | Reduced |
| Morgan Stanley | 3,342,786 | $96.4M | 0.01% | +2,004,699+149.8% | Added |
| Credit Suisse AG | 3,175,672 | $91.6M | 0.07% | −255,298−7.4% | Reduced |
| Parametric Portfolio Associates LLC | 2,842,013 | $82.0M | 0.05% | +287,434+11.3% | Added |
| Northern Trust Corp | 2,480,457 | $71.6M | 0.01% | −751,675−23.3% | Reduced |
| Norges Bank | 2,374,000 | $68.5M | 0.01% | +32,789+1.4% | Added |
| Jane Street Group, LLC | 1,951,047 | $56.3M | 0.14% | +339,416+21.1% | Added |
| Goldman Sachs Group Inc | 1,926,194 | $55.6M | 0.02% | −147,275−7.1% | Reduced |
| Citigroup Inc | 1,748,993 | $50.5M | 0.04% | +199,668+12.9% | Added |
| BlackRock Inc. | 1,360,035 | $39.2M | 0.00% | +139,655+11.4% | Added |
| Royal Bank of Canada | 1,136,015 | $32.8M | 0.01% | +62,581+5.8% | Added |
| Citadel Advisors LLC | 1,019,323 | $29.4M | 0.03% | −6,197−0.6% | Reduced |
| Castle Hook Partners LP | 866,873 | $25.0M | 2.02% | +866,873 | New |
| Marshall Wace North America L.P. | 722,055 | $20.8M | 0.09% | +698,838+3,010.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 616,000 | $17.8M | 0.04% | +616,000 | New |
| Tocqueville Asset Management L.P. | 518,070 | $14.9M | 0.22% | −3,900−0.7% | Reduced |
| Bank of Montreal | 473,624 | $14.9M | 0.01% | +395,497+506.2% | Added |
| UBS Group AG | 481,846 | $13.9M | 0.01% | −3,666−0.8% | Reduced |
| Geode Capital Management, LLC | 442,850 | $12.8M | 0.00% | +4,036+0.9% | Added |
| Ameriprise Financial Inc | 434,646 | $12.5M | 0.00% | +11,313+2.7% | Added |
| Ensign Peak Advisors, Inc | 323,539 | $9.33M | 0.02% | +323,539 | New |
| Old Mission Capital LLC | 317,626 | $9.16M | 0.33% | −180,806−36.3% | Reduced |
| Bank of America Corp | 287,803 | $8.30M | 0.00% | −23,614−7.6% | Reduced |
| Russell Investments Group, Ltd. | 277,004 | $8.06M | 0.01% | +277,004 | New |
| Crossmark Global Holdings, Inc. | 235,486 | $6.79M | 0.16% | −39,290−14.3% | Reduced |
| Comerica Bank | 229,354 | $6.18M | 0.04% | −155−0.1% | Reduced |
| Balyasny Asset Management LLC | 207,963 | $6.00M | 0.03% | +207,963 | New |
| Susquehanna International Group, LLP | 201,523 | $5.81M | 0.01% | −119,418−37.2% | Reduced |
| Segantii Capital Management Ltd | 200,000 | $5.78M | 0.18% | +1,815+0.9% | Added |
| Verition Fund Management LLC | 190,216 | $5.49M | 0.08% | +80,970+74.1% | Added |
| FMR LLC | 177,808 | $5.13M | 0.00% | +29,808+20.1% | Added |
| American Assets Investment Management, LLC | 166,918 | $4.82M | 0.63% | 00.0% | Unchanged |
| Wells Fargo & Company | 165,753 | $4.78M | 0.00% | +8,182+5.2% | Added |
| Barclays PLC | 162,358 | $4.68M | 0.00% | −15,672−8.8% | Reduced |
| Qube Research & Technologies Ltd | 153,300 | $4.42M | 0.06% | +122,872+403.8% | Added |
| Raymond James & Associates | 151,406 | $4.37M | 0.00% | +3,934+2.7% | Added |
| American Century Companies Inc | 137,197 | $3.96M | 0.00% | +9,983+7.8% | Added |
| Marshall Wace, LLP | 127,974 | $3.69M | 0.02% | +127,974 | New |
| Private Advisor Group, LLC | 114,818 | $3.31M | 0.03% | +1,594+1.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 111,988 | $3.23M | 0.02% | −430,261−79.3% | Reduced |
| Manatuck Hill Partners, LLC | 107,448 | $3.10M | 0.94% | +107,448 | New |
| Scotia Capital Inc. | 91,587 | $2.64M | 0.02% | +5,469+6.4% | Added |
| M&T Bank Corp | 80,166 | $2.31M | 0.01% | +967+1.2% | Added |
| Group One Trading, L.P. | 75,931 | $2.19M | 0.04% | +47,463+166.7% | Added |
| West Family Investments, Inc. | 66,486 | $1.92M | 0.54% | +16,216+32.3% | Added |
| SG Americas Securities, LLC | 65,356 | $1.89M | 0.01% | +20,252+44.9% | Added |
| Bank of New York Mellon Corp | 64,922 | $1.87M | 0.00% | +3,777+6.2% | Added |
| Old Port Advisors | 65,524 | $1.87M | 0.67% | +3,633+5.9% | Added |
| Natixis Advisors, L.P. | 60,510 | $1.75M | 0.01% | +1,419+2.4% | Added |
| Advisor Partners LLC | 58,278 | $1.68M | 0.11% | −2,061−3.4% | Reduced |
| Creative Planning | 55,956 | $1.61M | 0.00% | +11,358+25.5% | Added |
| US Bancorp | 48,841 | $1.41M | 0.00% | +404+0.8% | Added |
| Simplex Trading, LLC | 48,457 | $1.40M | 0.05% | +23,301+92.6% | Added |
| Envestnet Asset Management Inc | 47,416 | $1.37M | 0.00% | +13,138+38.3% | Added |
| Level Four Advisory Services, LLC | 46,695 | $1.35M | 0.09% | +5,320+12.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 46,400 | $1.34M | 1.14% | −1,225−2.6% | Reduced |
| Ethic Inc. | 45,783 | $1.32M | 0.16% | +22,908+100.1% | Added |
| Tweedy, Browne Co LLC | 45,137 | $1.30M | 0.04% | −8,873−16.4% | Reduced |
| Wetherby Asset Management Inc | 43,937 | $1.27M | 0.08% | +3,407+8.4% | Added |
| Earnest Partners LLC | 41,937 | $1.21M | 0.01% | −1,523−3.5% | Reduced |
| Two Sigma Investments, LP | 39,054 | $1.13M | 0.00% | +27,300+232.3% | Added |
| Jarislowsky, Fraser Ltd | 38,715 | $1.12M | 0.01% | −1,600−4.0% | Reduced |
| Mork Capital Management, LLC | 38,600 | $1.11M | 0.80% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 38,083 | $1.10M | 0.03% | −1,254−3.2% | Reduced |
| The PNC Financial Services Group, Inc. | 36,756 | $1.06M | 0.00% | +2,225+6.4% | Added |
| Parallax Volatility Advisers, L.P. | 33,627 | $970.0K | 0.01% | +22,976+215.7% | Added |
| Profund Advisors LLC | 33,164 | $957.0K | 0.03% | +886+2.7% | Added |
| Commonwealth Equity Services, LLC | 32,629 | $941.0K | 0.00% | −1,891−5.5% | Reduced |
| Pacer Advisors, Inc. | 32,438 | $936.0K | 0.01% | +700+2.2% | Added |
| Oppenheimer & Co Inc | 31,190 | $900.0K | 0.02% | −1,359−4.2% | Reduced |
| SEI Investments Co | 30,881 | $891.0K | 0.00% | +7,437+31.7% | Added |
| CIBC Private Wealth Group, LLC | 30,802 | $889.0K | 0.00% | −452−1.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 30,281 | $874.0K | 0.02% | −46−0.2% | Reduced |
| Regions Financial Corp | 30,195 | $871.0K | 0.01% | −111−0.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,204 | $871.0K | 0.00% | −42−0.1% | Reduced |
| Stifel Financial Corp | 29,839 | $861.0K | 0.00% | +2,336+8.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 28,280 | $816.0K | 0.00% | +1,421+5.3% | Added |
| Karpas Strategies, LLC | 27,200 | $785.0K | 0.28% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 26,870 | $775.0K | 0.00% | −3,420−11.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 26,730 | $771.0K | 0.00% | +3,828+16.7% | Added |
| State Street Corp | 26,525 | $765.0K | 0.00% | +330+1.3% | Added |
| Veriti Management LLC | 25,162 | $726.0K | 0.11% | +10,370+70.1% | Added |
| Cubist Systematic Strategies, LLC | 24,634 | $711.0K | 0.01% | −31,825−56.4% | Reduced |
| LPL Financial LLC | 24,008 | $693.0K | 0.00% | +3,614+17.7% | Added |
| CIBC World Markets Inc. | 23,532 | $679.0K | 0.00% | +157+0.7% | Added |
| Systematic Alpha Investments, LLC | 23,000 | $652.0K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 22,500 | $649.0K | 0.08% | +269+1.2% | Added |
| HRT Financial LP | 21,573 | $622.0K | 0.01% | −55,637−72.1% | Reduced |
| Advisor Group Holdings, Inc. | 21,072 | $609.0K | 0.00% | +5,502+35.3% | Added |
| DRW Securities, LLC | 20,341 | $587.0K | 0.08% | −1,500−6.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,327 | $586.0K | 0.06% | −27,903−57.9% | Reduced |
| D.A. Davidson & Co. | 20,106 | $580.0K | 0.01% | 00.0% | Unchanged |
| Fosun International Ltd | 20,000 | $579.0K | 0.03% | +20,000 | New |
| Pathstone Family Office, LLC | 19,360 | $558.0K | 0.02% | +7,342+61.1% | Added |
| Gabelli Funds LLC | 19,000 | $548.0K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 18,939 | $546.0K | 0.01% | −1,109−5.5% | Reduced |
| PEAK6 Investments LLC | 18,854 | $544.0K | 0.01% | +18,854 | New |
| Eaton Vance Management | 18,735 | $540.0K | 0.00% | +329+1.8% | Added |