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, 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.

Institutional holdersQ2 2021: 262 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 heldQ2 2021: $1.52B
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, Q2 2021

Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q1 2021.

Institutions holding HSBC in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Whittier Trust Co6,175$178.0K0.00%−109−1.7%Reduced
Geneos Wealth Management Inc.6,690$192.0K0.01%−568−7.8%Reduced
Jump Financial, LLC7,087$204.0K0.02%+7,087New
Mitchell & Pahl Private Wealth, LLC7,094$205.0K0.15%+7,094New
McDonald Partners LLC7,133$206.0K0.05%+244+3.5%Added
Mercer Global Advisors Inc7,406$214.0K0.00%−62−0.8%Reduced
Pinnacle Wealth Planning Services, Inc.7,722$223.0K0.05%+7,722New
WNY Asset Management, LLC7,800$225.0K0.08%+250+3.3%Added
Clarius Group, LLC7,893$228.0K0.02%+324+4.3%Added
Glenmede Trust Co NA8,145$234.0K0.00%−1,573−16.2%Reduced
Invesco Ltd.8,279$239.0K0.00%−28−0.3%Reduced
Truist Financial Corp8,309$240.0K0.00%−1,125−11.9%Reduced
Dorsey & Whitney Trust CO LLC8,706$251.0K0.02%00.0%Unchanged
HighMark Wealth Management LLC9,008$260.0K0.19%00.0%Unchanged
Henry James International Management, Inc.9,048$261.0K0.07%00.0%Unchanged
Keybank National Association9,063$261.0K0.00%+9,063New
Fisher Asset Management, LLC9,100$263.0K0.00%−718−7.3%Reduced
Quilter Plc6,645$265.0K0.01%+300+4.7%Added
Evergreen Capital Management LLC9,227$266.0K0.01%+1,806+24.3%Added
Two Sigma Securities, LLC9,322$269.0K0.07%+9,322New
XTX Topco Ltd9,327$269.0K0.09%+9,327New
Altium Wealth Management LLC9,366$270.0K0.02%−132−1.4%Reduced
Brinker Capital Investments, LLC9,546$275.0K0.00%+9,546New
Sage Rhino Capital LLC9,572$276.0K0.08%+1,244+14.9%Added
Nomura Holdings Inc9,785$283.0K0.00%+9,785New
Bluestein R H & Co10,000$289.0K0.01%00.0%Unchanged
Deutsche Bank AG10,046$290.0K0.00%−3,841−27.7%Reduced
Bridgefront Capital, LLC10,168$293.0K0.11%−4,614−31.2%Reduced
Investors Research Corp10,266$296.0K0.10%00.0%Unchanged
Wedbush Securities Inc10,997$317.0K0.01%+2,892+35.7%Added
Clearbridge Investments, LLC11,131$321.0K0.00%−1,167−9.5%Reduced
Ellevest, Inc.11,239$324.0K0.03%+3,877+52.7%Added
Courier Capital LLC11,301$326.0K0.03%−920−7.5%Reduced
Morningstar Investment Services LLC11,812$342.0K0.00%+4,112+53.4%Added
Bluefin Capital Management, LLC11,964$345.0K0.02%+214+1.8%Added
Cresset Asset Management, LLC12,038$348.0K0.00%+1,491+14.1%Added
Baldwin Investment Management, LLC12,283$354.0K0.06%+12,283New
Two Sigma Advisers, LP12,348$356.0K0.00%+12,348New
Blair William & Co12,367$357.0K0.00%−3,600−22.5%Reduced
HighTower Advisors, LLC12,417$359.0K0.00%−3,413−21.6%Reduced
Franklin Resources Inc12,364$361.0K0.00%+373+3.1%Added
JustInvest LLC12,548$362.0K0.04%+724+6.1%Added
American National Insurance Co12,800$369.0K0.01%00.0%Unchanged
SeaBridge Investment Advisors LLC12,948$374.0K0.12%+1,680+14.9%Added
Westover Capital Advisors, LLC13,754$397.0K0.13%+2,495+22.2%Added
Moody National Bank Trust Division13,786$398.0K0.01%00.0%Unchanged
Quadrant Capital Group LLC13,926$402.0K0.06%+427+3.2%Added
qPULA Trading Management LP14,100$407.0K0.73%+4,500+46.9%Added
First Manhattan Co14,187$409.0K0.00%−7,315−34.0%Reduced
Ritholtz Wealth Management14,683$424.0K0.03%+3,924+36.5%Added
Janney Montgomery Scott LLC15,449$446.0K0.00%−1,298−7.8%Reduced
Intersect Capital LLC15,714$453.0K0.08%−1,606−9.3%Reduced
Safeguard Investment Advisory Group, LLC16,305$470.0K0.33%−612−3.6%Reduced
Signaturefd, LLC16,847$486.0K0.02%+3,275+24.1%Added
Lake Street Advisors Group, LLC17,291$492.0K0.04%+4,010+30.2%Added
Brewin Dolphin Ltd17,100$493.3K0.02%00.0%Unchanged
Corient Capital Partners, LLC17,758$512.0K0.04%+6,759+61.5%Added
Paloma Partners Management Co17,922$517.0K0.01%+17,922New
Bayesian Capital Management, LP17,958$518.0K0.14%+17,958New
Mirae Asset Global Investments Co., Ltd.18,271$527.0K0.00%−988−5.1%Reduced
FORA Capital, LLC18,671$539.0K0.10%+18,671New
Eaton Vance Management18,735$540.0K0.00%+329+1.8%Added
PEAK6 Investments LLC18,854$544.0K0.01%+18,854New
Greenleaf Trust18,939$546.0K0.01%−1,109−5.5%Reduced
Gabelli Funds LLC19,000$548.0K0.00%00.0%Unchanged
Pathstone Family Office, LLC19,360$558.0K0.02%+7,342+61.1%Added
Fosun International Ltd20,000$579.0K0.03%+20,000New
D.A. Davidson & Co.20,106$580.0K0.01%00.0%Unchanged
Dynamic Technology Lab Private Ltd20,327$586.0K0.06%−27,903−57.9%Reduced
DRW Securities, LLC20,341$587.0K0.08%−1,500−6.9%Reduced
Advisor Group Holdings, Inc.21,072$609.0K0.00%+5,502+35.3%Added
HRT Financial LP21,573$622.0K0.01%−55,637−72.1%Reduced
Checchi Capital Advisers, LLC22,500$649.0K0.08%+269+1.2%Added
Systematic Alpha Investments, LLC23,000$652.0K0.03%00.0%Unchanged
CIBC World Markets Inc.23,532$679.0K0.00%+157+0.7%Added
LPL Financial LLC24,008$693.0K0.00%+3,614+17.7%Added
Cubist Systematic Strategies, LLC24,634$711.0K0.01%−31,825−56.4%Reduced
Veriti Management LLC25,162$726.0K0.11%+10,370+70.1%Added
State Street Corp26,525$765.0K0.00%+330+1.3%Added
Northwestern Mutual Wealth Management Co26,730$771.0K0.00%+3,828+16.7%Added
Guggenheim Capital LLC26,870$775.0K0.00%−3,420−11.3%Reduced
Karpas Strategies, LLC27,200$785.0K0.28%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.28,280$816.0K0.00%+1,421+5.3%Added
Stifel Financial Corp29,839$861.0K0.00%+2,336+8.5%Added
Regions Financial Corp30,195$871.0K0.01%−111−0.4%Reduced
Cambridge Investment Research Advisors, Inc.30,204$871.0K0.00%−42−0.1%Reduced
O'Shaughnessy Asset Management, LLC30,281$874.0K0.02%−46−0.2%Reduced
CIBC Private Wealth Group, LLC30,802$889.0K0.00%−452−1.4%Reduced
SEI Investments Co30,881$891.0K0.00%+7,437+31.7%Added
Oppenheimer & Co Inc31,190$900.0K0.02%−1,359−4.2%Reduced
Pacer Advisors, Inc.32,438$936.0K0.01%+700+2.2%Added
Commonwealth Equity Services, LLC32,629$941.0K0.00%−1,891−5.5%Reduced
Profund Advisors LLC33,164$957.0K0.03%+886+2.7%Added
Parallax Volatility Advisers, L.P.33,627$970.0K0.01%+22,976+215.7%Added
The PNC Financial Services Group, Inc.36,756$1.06M0.00%+2,225+6.4%Added
Wolverine Trading, LLC38,083$1.10M0.03%−1,254−3.2%Reduced
Mork Capital Management, LLC38,600$1.11M0.80%00.0%Unchanged
Jarislowsky, Fraser Ltd38,715$1.12M0.01%−1,600−4.0%Reduced
Two Sigma Investments, LP39,054$1.13M0.00%+27,300+232.3%Added
Earnest Partners LLC41,937$1.21M0.01%−1,523−3.5%Reduced