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 |
|---|---|---|---|---|---|
| Adirondack Trust Co | 607 | $18.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 638 | $18.0K | 0.01% | +18+2.9% | Added |
| Sandy Spring Bank | 577 | $17.0K | 0.00% | +430+292.5% | Added |
| 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 |
| Proequities, Inc. | 450 | $13.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 426 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 400 | $12.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 409 | $11.8K | 0.00% | +409 | New |
| Arkadios Wealth Advisors | 404 | $11.0K | 0.00% | +10+2.5% | Added |
| First PREMIER Bank | 353 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bank Julius Baer & Co. Ltd, Zurich | 277 | $8.00K | 0.00% | +277 | New |
| Bartlett & Co. Wealth Management LLC | 254 | $7.33K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Hantz Financial Services, Inc. | 171 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| TD Private Client Wealth LLC | 121 | $3.49K | 0.00% | +16+15.2% | Added |
| American Portfolios Advisors | 113 | $3.26K | 0.00% | +50+79.4% | Added |
| 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 |
| Sutton Wealth Advisors Inc. | 81 | $2.34K | 0.00% | 00.0% | Unchanged |
| 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 |
| Archer Investment Corp | 61 | $1.76K | 0.00% | +61 | New |
| Raffa Wealth Management, LLC | 57 | $1.64K | 0.00% | +8+16.3% | Added |
| 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 |
| 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 |
| 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 |