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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 6,175 | $178.0K | 0.00% | −109−1.7% | Reduced |
| Geneos Wealth Management Inc. | 6,690 | $192.0K | 0.01% | −568−7.8% | Reduced |
| Jump Financial, LLC | 7,087 | $204.0K | 0.02% | +7,087 | New |
| Mitchell & Pahl Private Wealth, LLC | 7,094 | $205.0K | 0.15% | +7,094 | New |
| McDonald Partners LLC | 7,133 | $206.0K | 0.05% | +244+3.5% | Added |
| Mercer Global Advisors Inc | 7,406 | $214.0K | 0.00% | −62−0.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,722 | $223.0K | 0.05% | +7,722 | New |
| WNY Asset Management, LLC | 7,800 | $225.0K | 0.08% | +250+3.3% | Added |
| Clarius Group, LLC | 7,893 | $228.0K | 0.02% | +324+4.3% | Added |
| Glenmede Trust Co NA | 8,145 | $234.0K | 0.00% | −1,573−16.2% | Reduced |
| Invesco Ltd. | 8,279 | $239.0K | 0.00% | −28−0.3% | Reduced |
| Truist Financial Corp | 8,309 | $240.0K | 0.00% | −1,125−11.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,706 | $251.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9,008 | $260.0K | 0.19% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 9,048 | $261.0K | 0.07% | 00.0% | Unchanged |
| Keybank National Association | 9,063 | $261.0K | 0.00% | +9,063 | New |
| Fisher Asset Management, LLC | 9,100 | $263.0K | 0.00% | −718−7.3% | Reduced |
| Quilter Plc | 6,645 | $265.0K | 0.01% | +300+4.7% | Added |
| Evergreen Capital Management LLC | 9,227 | $266.0K | 0.01% | +1,806+24.3% | Added |
| Two Sigma Securities, LLC | 9,322 | $269.0K | 0.07% | +9,322 | New |
| XTX Topco Ltd | 9,327 | $269.0K | 0.09% | +9,327 | New |
| Altium Wealth Management LLC | 9,366 | $270.0K | 0.02% | −132−1.4% | Reduced |
| Brinker Capital Investments, LLC | 9,546 | $275.0K | 0.00% | +9,546 | New |
| Sage Rhino Capital LLC | 9,572 | $276.0K | 0.08% | +1,244+14.9% | Added |
| Nomura Holdings Inc | 9,785 | $283.0K | 0.00% | +9,785 | New |
| Bluestein R H & Co | 10,000 | $289.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 10,046 | $290.0K | 0.00% | −3,841−27.7% | Reduced |
| Bridgefront Capital, LLC | 10,168 | $293.0K | 0.11% | −4,614−31.2% | Reduced |
| Investors Research Corp | 10,266 | $296.0K | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,997 | $317.0K | 0.01% | +2,892+35.7% | Added |
| Clearbridge Investments, LLC | 11,131 | $321.0K | 0.00% | −1,167−9.5% | Reduced |
| Ellevest, Inc. | 11,239 | $324.0K | 0.03% | +3,877+52.7% | Added |
| Courier Capital LLC | 11,301 | $326.0K | 0.03% | −920−7.5% | Reduced |
| Morningstar Investment Services LLC | 11,812 | $342.0K | 0.00% | +4,112+53.4% | Added |
| Bluefin Capital Management, LLC | 11,964 | $345.0K | 0.02% | +214+1.8% | Added |
| Cresset Asset Management, LLC | 12,038 | $348.0K | 0.00% | +1,491+14.1% | Added |
| Baldwin Investment Management, LLC | 12,283 | $354.0K | 0.06% | +12,283 | New |
| Two Sigma Advisers, LP | 12,348 | $356.0K | 0.00% | +12,348 | New |
| Blair William & Co | 12,367 | $357.0K | 0.00% | −3,600−22.5% | Reduced |
| HighTower Advisors, LLC | 12,417 | $359.0K | 0.00% | −3,413−21.6% | Reduced |
| Franklin Resources Inc | 12,364 | $361.0K | 0.00% | +373+3.1% | Added |
| JustInvest LLC | 12,548 | $362.0K | 0.04% | +724+6.1% | Added |
| American National Insurance Co | 12,800 | $369.0K | 0.01% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 12,948 | $374.0K | 0.12% | +1,680+14.9% | Added |
| Westover Capital Advisors, LLC | 13,754 | $397.0K | 0.13% | +2,495+22.2% | Added |
| Moody National Bank Trust Division | 13,786 | $398.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 13,926 | $402.0K | 0.06% | +427+3.2% | Added |
| qPULA Trading Management LP | 14,100 | $407.0K | 0.73% | +4,500+46.9% | Added |
| First Manhattan Co | 14,187 | $409.0K | 0.00% | −7,315−34.0% | Reduced |
| Ritholtz Wealth Management | 14,683 | $424.0K | 0.03% | +3,924+36.5% | Added |
| Janney Montgomery Scott LLC | 15,449 | $446.0K | 0.00% | −1,298−7.8% | Reduced |
| Intersect Capital LLC | 15,714 | $453.0K | 0.08% | −1,606−9.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 16,305 | $470.0K | 0.33% | −612−3.6% | Reduced |
| Signaturefd, LLC | 16,847 | $486.0K | 0.02% | +3,275+24.1% | Added |
| Lake Street Advisors Group, LLC | 17,291 | $492.0K | 0.04% | +4,010+30.2% | Added |
| Brewin Dolphin Ltd | 17,100 | $493.3K | 0.02% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 17,758 | $512.0K | 0.04% | +6,759+61.5% | Added |
| Paloma Partners Management Co | 17,922 | $517.0K | 0.01% | +17,922 | New |
| Bayesian Capital Management, LP | 17,958 | $518.0K | 0.14% | +17,958 | New |
| Mirae Asset Global Investments Co., Ltd. | 18,271 | $527.0K | 0.00% | −988−5.1% | Reduced |
| FORA Capital, LLC | 18,671 | $539.0K | 0.10% | +18,671 | New |
| Eaton Vance Management | 18,735 | $540.0K | 0.00% | +329+1.8% | Added |
| PEAK6 Investments LLC | 18,854 | $544.0K | 0.01% | +18,854 | New |
| Greenleaf Trust | 18,939 | $546.0K | 0.01% | −1,109−5.5% | Reduced |
| Gabelli Funds LLC | 19,000 | $548.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 19,360 | $558.0K | 0.02% | +7,342+61.1% | Added |
| Fosun International Ltd | 20,000 | $579.0K | 0.03% | +20,000 | New |
| D.A. Davidson & Co. | 20,106 | $580.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 20,327 | $586.0K | 0.06% | −27,903−57.9% | Reduced |
| DRW Securities, LLC | 20,341 | $587.0K | 0.08% | −1,500−6.9% | Reduced |
| Advisor Group Holdings, Inc. | 21,072 | $609.0K | 0.00% | +5,502+35.3% | Added |
| HRT Financial LP | 21,573 | $622.0K | 0.01% | −55,637−72.1% | Reduced |
| Checchi Capital Advisers, LLC | 22,500 | $649.0K | 0.08% | +269+1.2% | Added |
| Systematic Alpha Investments, LLC | 23,000 | $652.0K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 23,532 | $679.0K | 0.00% | +157+0.7% | Added |
| LPL Financial LLC | 24,008 | $693.0K | 0.00% | +3,614+17.7% | Added |
| Cubist Systematic Strategies, LLC | 24,634 | $711.0K | 0.01% | −31,825−56.4% | Reduced |
| Veriti Management LLC | 25,162 | $726.0K | 0.11% | +10,370+70.1% | Added |
| State Street Corp | 26,525 | $765.0K | 0.00% | +330+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 26,730 | $771.0K | 0.00% | +3,828+16.7% | Added |
| Guggenheim Capital LLC | 26,870 | $775.0K | 0.00% | −3,420−11.3% | Reduced |
| Karpas Strategies, LLC | 27,200 | $785.0K | 0.28% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 28,280 | $816.0K | 0.00% | +1,421+5.3% | Added |
| Stifel Financial Corp | 29,839 | $861.0K | 0.00% | +2,336+8.5% | Added |
| 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 |
| O'Shaughnessy Asset Management, LLC | 30,281 | $874.0K | 0.02% | −46−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 30,802 | $889.0K | 0.00% | −452−1.4% | Reduced |
| SEI Investments Co | 30,881 | $891.0K | 0.00% | +7,437+31.7% | Added |
| Oppenheimer & Co Inc | 31,190 | $900.0K | 0.02% | −1,359−4.2% | Reduced |
| Pacer Advisors, Inc. | 32,438 | $936.0K | 0.01% | +700+2.2% | Added |
| Commonwealth Equity Services, LLC | 32,629 | $941.0K | 0.00% | −1,891−5.5% | Reduced |
| Profund Advisors LLC | 33,164 | $957.0K | 0.03% | +886+2.7% | Added |
| Parallax Volatility Advisers, L.P. | 33,627 | $970.0K | 0.01% | +22,976+215.7% | Added |
| The PNC Financial Services Group, Inc. | 36,756 | $1.06M | 0.00% | +2,225+6.4% | Added |
| Wolverine Trading, LLC | 38,083 | $1.10M | 0.03% | −1,254−3.2% | Reduced |
| Mork Capital Management, LLC | 38,600 | $1.11M | 0.80% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 38,715 | $1.12M | 0.01% | −1,600−4.0% | Reduced |
| Two Sigma Investments, LP | 39,054 | $1.13M | 0.00% | +27,300+232.3% | Added |
| Earnest Partners LLC | 41,937 | $1.21M | 0.01% | −1,523−3.5% | Reduced |