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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 13 | $0 | 0.00% | +13 | New |
| Endurance Wealth Management, Inc. | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 23 | $1.00K | 0.00% | +23 | New |
| Evoke Wealth, LLC | 29 | $1.00K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 57 | $1.64K | 0.00% | +8+16.3% | Added |
| Archer Investment Corp | 61 | $1.76K | 0.00% | +61 | New |
| Carroll Financial Associates, Inc. | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 81 | $2.34K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 92 | $3.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 90 | $3.00K | 0.00% | +90 | New |
| American Portfolios Advisors | 113 | $3.26K | 0.00% | +50+79.4% | Added |
| TD Private Client Wealth LLC | 121 | $3.49K | 0.00% | +16+15.2% | Added |
| American Research & Management Co. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 143 | $4.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 131 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 171 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 219 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 208 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 213 | $6.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 201 | $6.00K | 0.00% | +101+101.0% | Added |
| Brown Brothers Harriman & Co | 208 | $6.00K | 0.00% | +208 | New |
| Hexagon Capital Partners LLC | 227 | $7.00K | 0.00% | −267−54.0% | Reduced |
| Bartlett & Co. LLC | 254 | $7.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 241 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 242 | $7.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 226 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 254 | $7.33K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 277 | $8.00K | 0.00% | +277 | New |
| Duncker Streett & Co Inc | 297 | $9.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 312 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 328 | $9.00K | 0.00% | +328 | New |
| First PREMIER Bank | 353 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 404 | $11.0K | 0.00% | +10+2.5% | Added |
| Atlas Capital Advisors LLC | 409 | $11.8K | 0.00% | +409 | New |
| MUFG Americas Holdings Corp | 426 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 400 | $12.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 450 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 809 | $16.0K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 566 | $16.0K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 567 | $16.0K | 0.01% | +567 | New |
| Sandy Spring Bank | 577 | $17.0K | 0.00% | +430+292.5% | Added |
| Adirondack Trust Co | 607 | $18.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 638 | $18.0K | 0.01% | +18+2.9% | Added |
| Spire Wealth Management | 670 | $19.0K | 0.00% | −1,210−64.4% | Reduced |
| Sargent Bickham Lagudis LLC | 757 | $22.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 787 | $22.0K | 0.00% | +72+10.1% | Added |
| Private Capital Group, LLC | 747 | $22.0K | 0.01% | +102+15.8% | Added |
| Global Retirement Partners, LLC | 793 | $23.0K | 0.00% | +1+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 907 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 976 | $28.0K | 0.00% | +379+63.5% | Added |
| Rockefeller Capital Management L.P. | 1,059 | $29.0K | 0.00% | −314−22.9% | Reduced |
| Salem Investment Counselors Inc | 1,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,034 | $30.0K | 0.01% | −52−4.8% | Reduced |
| CWM, LLC | 1,079 | $31.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,108 | $32.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,102 | $32.0K | 0.01% | +55+5.3% | Added |
| Zions Bancorporation, N.A. | 1,136 | $33.0K | 0.00% | +187+19.7% | Added |
| Fieldpoint Private Securities, LLC | 1,375 | $39.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,400 | $40.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,400 | $40.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,427 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,495 | $43.0K | 0.00% | −470−23.9% | Reduced |
| Glassman Wealth Services | 1,484 | $43.0K | 0.01% | +29+2.0% | Added |
| BBVA USA | 1,650 | $48.0K | 0.00% | +1,650 | New |
| Selective Wealth Management, Inc. | 1,885 | $54.0K | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,127 | $61.0K | 0.01% | +10+0.5% | Added |
| BerganKDV Wealth Management, LLC | 2,211 | $64.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,238 | $64.0K | 0.00% | +1,218+119.4% | Added |
| Captrust Financial Advisors | 2,284 | $66.0K | 0.00% | −25−1.1% | Reduced |
| Harbour Investments, Inc. | 2,510 | $72.0K | 0.00% | −2,788−52.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,552 | $74.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,069 | $89.0K | 0.00% | +323+11.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,282 | $95.0K | 0.00% | +295+9.9% | Added |
| Advisory Services Network, LLC | 3,437 | $99.0K | 0.00% | +3,437 | New |
| BNP Paribas Arbitrage, SA | 3,471 | $100.1K | 0.00% | +2,110+155.0% | Added |
| Lindbrook Capital, LLC | 3,752 | $108.0K | 0.02% | +276+7.9% | Added |
| Rosenberg Matthew Hamilton | 3,835 | $111.0K | 0.06% | 00.0% | Unchanged |
| swisspartners Advisors Ltd | 20,000 | $115.0K | 0.09% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 3,300 | $118.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,360 | $125.8K | 0.00% | −570−11.6% | Reduced |
| Parallel Advisors, LLC | 5,500 | $159.0K | 0.01% | +72+1.3% | Added |