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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 43,937 | $1.27M | 0.08% | +3,407+8.4% | Added |
| Tweedy, Browne Co LLC | 45,137 | $1.30M | 0.04% | −8,873−16.4% | Reduced |
| Ethic Inc. | 45,783 | $1.32M | 0.16% | +22,908+100.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 46,400 | $1.34M | 1.14% | −1,225−2.6% | Reduced |
| Level Four Advisory Services, LLC | 46,695 | $1.35M | 0.09% | +5,320+12.9% | Added |
| Envestnet Asset Management Inc | 47,416 | $1.37M | 0.00% | +13,138+38.3% | Added |
| Simplex Trading, LLC | 48,457 | $1.40M | 0.05% | +23,301+92.6% | Added |
| US Bancorp | 48,841 | $1.41M | 0.00% | +404+0.8% | Added |
| Creative Planning | 55,956 | $1.61M | 0.00% | +11,358+25.5% | Added |
| Advisor Partners LLC | 58,278 | $1.68M | 0.11% | −2,061−3.4% | Reduced |
| Natixis Advisors, L.P. | 60,510 | $1.75M | 0.01% | +1,419+2.4% | Added |
| Old Port Advisors | 65,524 | $1.87M | 0.67% | +3,633+5.9% | Added |
| Bank of New York Mellon Corp | 64,922 | $1.87M | 0.00% | +3,777+6.2% | Added |
| SG Americas Securities, LLC | 65,356 | $1.89M | 0.01% | +20,252+44.9% | Added |
| West Family Investments, Inc. | 66,486 | $1.92M | 0.54% | +16,216+32.3% | Added |
| Group One Trading, L.P. | 75,931 | $2.19M | 0.04% | +47,463+166.7% | Added |
| M&T Bank Corp | 80,166 | $2.31M | 0.01% | +967+1.2% | Added |
| Scotia Capital Inc. | 91,587 | $2.64M | 0.02% | +5,469+6.4% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $3.10M | 0.94% | +107,448 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 111,988 | $3.23M | 0.02% | −430,261−79.3% | Reduced |
| Private Advisor Group, LLC | 114,818 | $3.31M | 0.03% | +1,594+1.4% | Added |
| Marshall Wace, LLP | 127,974 | $3.69M | 0.02% | +127,974 | New |
| American Century Companies Inc | 137,197 | $3.96M | 0.00% | +9,983+7.8% | Added |
| Raymond James & Associates | 151,406 | $4.37M | 0.00% | +3,934+2.7% | Added |
| Qube Research & Technologies Ltd | 153,300 | $4.42M | 0.06% | +122,872+403.8% | Added |
| Barclays PLC | 162,358 | $4.68M | 0.00% | −15,672−8.8% | Reduced |
| Wells Fargo & Company | 165,753 | $4.78M | 0.00% | +8,182+5.2% | Added |
| American Assets Investment Management, LLC | 166,918 | $4.82M | 0.63% | 00.0% | Unchanged |
| FMR LLC | 177,808 | $5.13M | 0.00% | +29,808+20.1% | Added |
| Verition Fund Management LLC | 190,216 | $5.49M | 0.08% | +80,970+74.1% | Added |
| Segantii Capital Management Ltd | 200,000 | $5.78M | 0.18% | +1,815+0.9% | Added |
| Susquehanna International Group, LLP | 201,523 | $5.81M | 0.01% | −119,418−37.2% | Reduced |
| Balyasny Asset Management LLC | 207,963 | $6.00M | 0.03% | +207,963 | New |
| Comerica Bank | 229,354 | $6.18M | 0.04% | −155−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 235,486 | $6.79M | 0.16% | −39,290−14.3% | Reduced |
| Russell Investments Group, Ltd. | 277,004 | $8.06M | 0.01% | +277,004 | New |
| Bank of America Corp | 287,803 | $8.30M | 0.00% | −23,614−7.6% | Reduced |
| Old Mission Capital LLC | 317,626 | $9.16M | 0.33% | −180,806−36.3% | Reduced |
| Ensign Peak Advisors, Inc | 323,539 | $9.33M | 0.02% | +323,539 | New |
| Ameriprise Financial Inc | 434,646 | $12.5M | 0.00% | +11,313+2.7% | Added |
| Geode Capital Management, LLC | 442,850 | $12.8M | 0.00% | +4,036+0.9% | Added |
| UBS Group AG | 481,846 | $13.9M | 0.01% | −3,666−0.8% | Reduced |
| Bank of Montreal | 473,624 | $14.9M | 0.01% | +395,497+506.2% | Added |
| Tocqueville Asset Management L.P. | 518,070 | $14.9M | 0.22% | −3,900−0.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 616,000 | $17.8M | 0.04% | +616,000 | New |
| Marshall Wace North America L.P. | 722,055 | $20.8M | 0.09% | +698,838+3,010.0% | Added |
| Castle Hook Partners LP | 866,873 | $25.0M | 2.02% | +866,873 | New |
| Citadel Advisors LLC | 1,019,323 | $29.4M | 0.03% | −6,197−0.6% | Reduced |
| Royal Bank of Canada | 1,136,015 | $32.8M | 0.01% | +62,581+5.8% | Added |
| BlackRock Inc. | 1,360,035 | $39.2M | 0.00% | +139,655+11.4% | Added |
| Citigroup Inc | 1,748,993 | $50.5M | 0.04% | +199,668+12.9% | Added |
| Goldman Sachs Group Inc | 1,926,194 | $55.6M | 0.02% | −147,275−7.1% | Reduced |
| Jane Street Group, LLC | 1,951,047 | $56.3M | 0.14% | +339,416+21.1% | Added |
| Norges Bank | 2,374,000 | $68.5M | 0.01% | +32,789+1.4% | Added |
| Northern Trust Corp | 2,480,457 | $71.6M | 0.01% | −751,675−23.3% | Reduced |
| Parametric Portfolio Associates LLC | 2,842,013 | $82.0M | 0.05% | +287,434+11.3% | Added |
| Credit Suisse AG | 3,175,672 | $91.6M | 0.07% | −255,298−7.4% | Reduced |
| Morgan Stanley | 3,342,786 | $96.4M | 0.01% | +2,004,699+149.8% | Added |
| JPMorgan Chase & Co | 3,628,677 | $104.7M | 0.01% | −433,772−10.7% | Reduced |
| Renaissance Technologies LLC | 4,786,843 | $138.1M | 0.17% | −1,189,000−19.9% | Reduced |
| Dimensional Fund Advisors LP | 9,472,392 | $273.3M | 0.09% | −191,332−2.0% | Reduced |
| Sofos Investments, Inc. | 1 | – | – | +1 | New |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −426,000−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −306,284−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −283,296−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −169,800−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −163,584−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −56,873−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −23,709−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −18,516−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,400−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −13,085−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −9,763−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −9,608−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −9,181−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −7,240−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −6,874−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −6,684−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,324−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −984−100.0% | Sold out |
| Lenox Wealth Advisors, LLC | 0 | $0 | 0.00% | −817−100.0% | Sold out |
| Enterprise Trust & Investment Co | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Lederer & Associates Investment Counsel | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| WealthStone, Inc. | – | – | – | – | Not filed |
| Pillar Pacific Capital Management LLC | – | – | – | – | Not filed |