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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 18,671 | $539.0K | 0.10% | +18,671 | New |
| Mirae Asset Global Investments Co., Ltd. | 18,271 | $527.0K | 0.00% | −988−5.1% | Reduced |
| Bayesian Capital Management, LP | 17,958 | $518.0K | 0.14% | +17,958 | New |
| Paloma Partners Management Co | 17,922 | $517.0K | 0.01% | +17,922 | New |
| Corient Capital Partners, LLC | 17,758 | $512.0K | 0.04% | +6,759+61.5% | Added |
| Brewin Dolphin Ltd | 17,100 | $493.3K | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 17,291 | $492.0K | 0.04% | +4,010+30.2% | Added |
| Signaturefd, LLC | 16,847 | $486.0K | 0.02% | +3,275+24.1% | Added |
| Safeguard Investment Advisory Group, LLC | 16,305 | $470.0K | 0.33% | −612−3.6% | Reduced |
| Intersect Capital LLC | 15,714 | $453.0K | 0.08% | −1,606−9.3% | Reduced |
| Janney Montgomery Scott LLC | 15,449 | $446.0K | 0.00% | −1,298−7.8% | Reduced |
| Ritholtz Wealth Management | 14,683 | $424.0K | 0.03% | +3,924+36.5% | Added |
| First Manhattan Co | 14,187 | $409.0K | 0.00% | −7,315−34.0% | Reduced |
| qPULA Trading Management LP | 14,100 | $407.0K | 0.73% | +4,500+46.9% | Added |
| Quadrant Capital Group LLC | 13,926 | $402.0K | 0.06% | +427+3.2% | Added |
| Moody National Bank Trust Division | 13,786 | $398.0K | 0.01% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 13,754 | $397.0K | 0.13% | +2,495+22.2% | Added |
| SeaBridge Investment Advisors LLC | 12,948 | $374.0K | 0.12% | +1,680+14.9% | Added |
| American National Insurance Co | 12,800 | $369.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 12,548 | $362.0K | 0.04% | +724+6.1% | Added |
| Franklin Resources Inc | 12,364 | $361.0K | 0.00% | +373+3.1% | Added |
| HighTower Advisors, LLC | 12,417 | $359.0K | 0.00% | −3,413−21.6% | Reduced |
| Blair William & Co | 12,367 | $357.0K | 0.00% | −3,600−22.5% | Reduced |
| Two Sigma Advisers, LP | 12,348 | $356.0K | 0.00% | +12,348 | New |
| Baldwin Investment Management, LLC | 12,283 | $354.0K | 0.06% | +12,283 | New |
| Cresset Asset Management, LLC | 12,038 | $348.0K | 0.00% | +1,491+14.1% | Added |
| Bluefin Capital Management, LLC | 11,964 | $345.0K | 0.02% | +214+1.8% | Added |
| Morningstar Investment Services LLC | 11,812 | $342.0K | 0.00% | +4,112+53.4% | Added |
| Courier Capital LLC | 11,301 | $326.0K | 0.03% | −920−7.5% | Reduced |
| Ellevest, Inc. | 11,239 | $324.0K | 0.03% | +3,877+52.7% | Added |
| Clearbridge Investments, LLC | 11,131 | $321.0K | 0.00% | −1,167−9.5% | Reduced |
| Wedbush Securities Inc | 10,997 | $317.0K | 0.01% | +2,892+35.7% | Added |
| Investors Research Corp | 10,266 | $296.0K | 0.10% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 10,168 | $293.0K | 0.11% | −4,614−31.2% | Reduced |
| Deutsche Bank AG | 10,046 | $290.0K | 0.00% | −3,841−27.7% | Reduced |
| Bluestein R H & Co | 10,000 | $289.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 9,785 | $283.0K | 0.00% | +9,785 | New |
| Sage Rhino Capital LLC | 9,572 | $276.0K | 0.08% | +1,244+14.9% | Added |
| Brinker Capital Investments, LLC | 9,546 | $275.0K | 0.00% | +9,546 | New |
| Altium Wealth Management LLC | 9,366 | $270.0K | 0.02% | −132−1.4% | Reduced |
| 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 |
| Evergreen Capital Management LLC | 9,227 | $266.0K | 0.01% | +1,806+24.3% | Added |
| Quilter Plc | 6,645 | $265.0K | 0.01% | +300+4.7% | Added |
| Fisher Asset Management, LLC | 9,100 | $263.0K | 0.00% | −718−7.3% | Reduced |
| 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 |
| HighMark Wealth Management LLC | 9,008 | $260.0K | 0.19% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,706 | $251.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 8,309 | $240.0K | 0.00% | −1,125−11.9% | Reduced |
| Invesco Ltd. | 8,279 | $239.0K | 0.00% | −28−0.3% | Reduced |
| Glenmede Trust Co NA | 8,145 | $234.0K | 0.00% | −1,573−16.2% | Reduced |
| Clarius Group, LLC | 7,893 | $228.0K | 0.02% | +324+4.3% | Added |
| WNY Asset Management, LLC | 7,800 | $225.0K | 0.08% | +250+3.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,722 | $223.0K | 0.05% | +7,722 | New |
| Mercer Global Advisors Inc | 7,406 | $214.0K | 0.00% | −62−0.8% | Reduced |
| McDonald Partners LLC | 7,133 | $206.0K | 0.05% | +244+3.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 7,094 | $205.0K | 0.15% | +7,094 | New |
| Jump Financial, LLC | 7,087 | $204.0K | 0.02% | +7,087 | New |
| Geneos Wealth Management Inc. | 6,690 | $192.0K | 0.01% | −568−7.8% | Reduced |
| Whittier Trust Co | 6,175 | $178.0K | 0.00% | −109−1.7% | Reduced |
| Parallel Advisors, LLC | 5,500 | $159.0K | 0.01% | +72+1.3% | Added |
| Federation des caisses Desjardins du Quebec | 4,360 | $125.8K | 0.00% | −570−11.6% | Reduced |
| JCIC Asset Management Inc. | 3,300 | $118.0K | 0.03% | 00.0% | Unchanged |
| swisspartners Advisors Ltd | 20,000 | $115.0K | 0.09% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,835 | $111.0K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,752 | $108.0K | 0.02% | +276+7.9% | Added |
| BNP Paribas Arbitrage, SA | 3,471 | $100.1K | 0.00% | +2,110+155.0% | Added |
| Advisory Services Network, LLC | 3,437 | $99.0K | 0.00% | +3,437 | New |
| Benjamin F. Edwards & Company, Inc. | 3,282 | $95.0K | 0.00% | +295+9.9% | Added |
| Fifth Third Bancorp | 3,069 | $89.0K | 0.00% | +323+11.8% | Added |
| Steward Partners Investment Advisory, LLC | 2,552 | $74.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,510 | $72.0K | 0.00% | −2,788−52.6% | Reduced |
| Captrust Financial Advisors | 2,284 | $66.0K | 0.00% | −25−1.1% | Reduced |
| 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 |
| Jacobi Capital Management LLC | 2,127 | $61.0K | 0.01% | +10+0.5% | Added |
| Selective Wealth Management, Inc. | 1,885 | $54.0K | 0.04% | 00.0% | Unchanged |
| BBVA USA | 1,650 | $48.0K | 0.00% | +1,650 | New |
| 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 |
| Toronto Dominion Bank | 1,427 | $41.0K | 0.00% | 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 |
| Fieldpoint Private Securities, LLC | 1,375 | $39.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,136 | $33.0K | 0.00% | +187+19.7% | Added |
| 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 |
| CWM, LLC | 1,079 | $31.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,034 | $30.0K | 0.01% | −52−4.8% | Reduced |
| 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 |
| Bogart Wealth, LLC | 976 | $28.0K | 0.00% | +379+63.5% | Added |
| Edmond de Rothschild Holding S.A. | 907 | $26.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 793 | $23.0K | 0.00% | +1+0.1% | Added |
| 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 |
| Spire Wealth Management | 670 | $19.0K | 0.00% | −1,210−64.4% | Reduced |