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, Q3 2021
Institutional positions in HSBC Holdings PLC as of Sep 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
- 263
- +4 vs. Q2 2021
- Shares held
- 49.2M
- −3.62M (−6.9%) vs. Q2 2021
- Total value
- $1.29B
- −$236.5M (−15.5%) vs. Q2 2021
- New holders
- 36
- 67 more added
- Sold out
- 32
- 78 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 9,281,599 | $242.7M | 0.08% | −190,793−2.0% | Reduced |
| Renaissance Technologies LLC | 3,681,343 | $96.3M | 0.12% | −1,105,500−23.1% | Reduced |
| JPMorgan Chase & Co | 3,249,960 | $85.0M | 0.01% | −378,717−10.4% | Reduced |
| Jane Street Group, LLC | 2,810,138 | $73.5M | 0.19% | +859,091+44.0% | Added |
| Credit Suisse AG | 2,671,397 | $69.9M | 0.06% | −504,275−15.9% | Reduced |
| Parametric Portfolio Associates LLC | 2,531,667 | $66.2M | 0.04% | −310,346−10.9% | Reduced |
| Norges Bank | 2,374,000 | $62.1M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,318,770 | $60.6M | 0.07% | +1,299,447+127.5% | Added |
| Goldman Sachs Group Inc | 2,014,013 | $52.7M | 0.01% | +87,819+4.6% | Added |
| Morgan Stanley | 1,812,846 | $47.4M | 0.01% | −1,529,940−45.8% | Reduced |
| Northern Trust Corp | 1,607,716 | $42.0M | 0.01% | −872,741−35.2% | Reduced |
| Citigroup Inc | 1,480,253 | $38.7M | 0.04% | −268,740−15.4% | Reduced |
| Marshall Wace North America L.P. | 1,330,469 | $34.8M | 0.15% | +608,414+84.3% | Added |
| BlackRock Inc. | 1,218,619 | $31.9M | 0.00% | −141,416−10.4% | Reduced |
| Royal Bank of Canada | 1,142,821 | $29.9M | 0.01% | +6,806+0.6% | Added |
| LMR Partners LLP | 983,283 | $25.9M | 0.36% | +983,283 | New |
| Bank of Montreal | 546,719 | $14.4M | 0.01% | +73,095+15.4% | Added |
| Geode Capital Management, LLC | 418,662 | $10.9M | 0.00% | −24,188−5.5% | Reduced |
| Ameriprise Financial Inc | 404,842 | $10.5M | 0.00% | −29,804−6.9% | Reduced |
| Group One Trading, L.P. | 379,872 | $9.93M | 0.22% | +303,941+400.3% | Added |
| UBS Group AG | 332,316 | $8.69M | 0.00% | −149,530−31.0% | Reduced |
| Ensign Peak Advisors, Inc | 323,539 | $8.46M | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 284,620 | $8.18M | 0.01% | +7,616+2.7% | Added |
| Optiver Holding B.V. | 293,467 | $7.67M | 0.01% | +293,467 | New |
| Bank of America Corp | 279,261 | $7.30M | 0.00% | −8,542−3.0% | Reduced |
| Crossmark Global Holdings, Inc. | 252,700 | $6.61M | 0.15% | +17,214+7.3% | Added |
| Segantii Capital Management Ltd | 200,000 | $5.26M | 0.18% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 199,743 | $5.22M | 0.03% | +84,925+74.0% | Added |
| Wells Fargo & Company | 180,119 | $4.71M | 0.00% | +14,366+8.7% | Added |
| American Assets Investment Management, LLC | 166,918 | $4.37M | 0.54% | 00.0% | Unchanged |
| Raymond James & Associates | 162,532 | $4.25M | 0.00% | +11,126+7.3% | Added |
| American Century Companies Inc | 161,857 | $4.23M | 0.00% | +24,660+18.0% | Added |
| FMR LLC | 149,529 | $3.91M | 0.00% | −28,279−15.9% | Reduced |
| Twin Tree Management, LP | 132,538 | $3.47M | 0.10% | +132,538 | New |
| RBF Capital, LLC | 120,005 | $3.14M | 0.18% | +120,005 | New |
| Millennium Management LLC | 114,297 | $2.99M | 0.00% | +114,297 | New |
| Manatuck Hill Partners, LLC | 107,448 | $2.81M | 0.98% | 00.0% | Unchanged |
| Barclays PLC | 100,213 | $2.62M | 0.00% | −62,145−38.3% | Reduced |
| Scotia Capital Inc. | 97,622 | $2.55M | 0.02% | +6,035+6.6% | Added |
| HRT Financial LP | 95,658 | $2.50M | 0.02% | +74,085+343.4% | Added |
| Creative Planning | 86,759 | $2.27M | 0.00% | +30,803+55.0% | Added |
| Comerica Bank | 69,978 | $2.10M | 0.01% | −159,376−69.5% | Reduced |
| M&T Bank Corp | 79,999 | $2.09M | 0.01% | −167−0.2% | Reduced |
| Voloridge Investment Management, LLC | 79,825 | $2.09M | 0.01% | +79,825 | New |
| Cubist Systematic Strategies, LLC | 74,362 | $1.95M | 0.02% | +49,728+201.9% | Added |
| Verition Fund Management LLC | 72,638 | $1.90M | 0.03% | −117,578−61.8% | Reduced |
| Old Port Advisors | 68,495 | $1.90M | 0.69% | +2,971+4.5% | Added |
| Bank of New York Mellon Corp | 63,823 | $1.67M | 0.00% | −1,099−1.7% | Reduced |
| Envestnet Asset Management Inc | 61,331 | $1.60M | 0.00% | +13,915+29.3% | Added |
| SG Americas Securities, LLC | 58,493 | $1.53M | 0.01% | −6,863−10.5% | Reduced |
| Advisor Partners LLC | 55,223 | $1.44M | 0.10% | −3,055−5.2% | Reduced |
| West Family Investments, Inc. | 54,619 | $1.43M | 0.38% | −11,867−17.8% | Reduced |
| Simplex Trading, LLC | 48,464 | $1.41M | 0.05% | +70.0% | Added |
| PEAK6 Investments LLC | 53,524 | $1.40M | 0.03% | +34,670+183.9% | Added |
| US Bancorp | 50,788 | $1.33M | 0.00% | +1,947+4.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 50,300 | $1.31M | 1.12% | +3,900+8.4% | Added |
| qPULA Trading Management LP | 49,673 | $1.30M | 2.03% | +35,573+252.3% | Added |
| Qube Research & Technologies Ltd | 47,217 | $1.24M | 0.02% | −106,083−69.2% | Reduced |
| Level Four Advisory Services, LLC | 45,406 | $1.19M | 0.12% | −1,289−2.8% | Reduced |
| Ethic Inc. | 42,715 | $1.12M | 0.11% | −3,068−6.7% | Reduced |
| Wetherby Asset Management Inc | 42,127 | $1.10M | 0.07% | −1,810−4.1% | Reduced |
| Seven Eight Capital, LP | 40,811 | $1.07M | 0.10% | +40,811 | New |
| Earnest Partners LLC | 39,465 | $1.03M | 0.01% | −2,472−5.9% | Reduced |
| Mork Capital Management, LLC | 38,600 | $1.01M | 0.86% | 00.0% | Unchanged |
| Veriti Management LLC | 38,414 | $1.00M | 0.14% | +13,252+52.7% | Added |
| Stifel Financial Corp | 37,480 | $980.0K | 0.00% | +7,641+25.6% | Added |
| Marshall Wace, LLP | 36,805 | $962.0K | 0.00% | −91,169−71.2% | Reduced |
| Tweedy, Browne Co LLC | 36,786 | $962.0K | 0.03% | −8,351−18.5% | Reduced |
| Natixis Advisors, L.P. | 36,604 | $957.0K | 0.00% | −23,906−39.5% | Reduced |
| Oppenheimer & Co Inc | 35,789 | $936.0K | 0.02% | +4,599+14.7% | Added |
| Northwestern Mutual Wealth Management Co | 35,115 | $919.0K | 0.00% | +8,385+31.4% | Added |
| The PNC Financial Services Group, Inc. | 34,914 | $913.0K | 0.00% | −1,842−5.0% | Reduced |
| Profund Advisors LLC | 34,605 | $905.0K | 0.03% | +1,441+4.3% | Added |
| Jarislowsky, Fraser Ltd | 33,425 | $874.0K | 0.00% | −5,290−13.7% | Reduced |
| Pacer Advisors, Inc. | 32,462 | $849.0K | 0.01% | +24+0.1% | Added |
| Ergoteles LLC | 32,480 | $849.0K | 0.03% | +32,480 | New |
| Commonwealth Equity Services, LLC | 32,403 | $847.0K | 0.00% | −226−0.7% | Reduced |
| Pathstone Family Office, LLC | 32,379 | $846.0K | 0.02% | +13,019+67.2% | Added |
| Janus Henderson Group PLC | 31,988 | $836.0K | 0.00% | +31,988 | New |
| Karpas Strategies, LLC | 27,200 | $821.0K | 0.27% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 30,755 | $804.0K | 0.00% | −47−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 29,970 | $784.0K | 0.02% | −311−1.0% | Reduced |
| Janney Montgomery Scott LLC | 29,575 | $773.0K | 0.00% | +14,126+91.4% | Added |
| SG3 Management, LLC | 29,000 | $758.0K | 0.27% | +29,000 | New |
| Regions Financial Corp | 28,725 | $751.0K | 0.01% | −1,470−4.9% | Reduced |
| Guggenheim Capital LLC | 27,514 | $719.0K | 0.00% | +644+2.4% | Added |
| LPL Financial LLC | 26,841 | $702.0K | 0.00% | +2,833+11.8% | Added |
| Systematic Alpha Investments, LLC | 23,000 | $692.0K | 0.03% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 26,300 | $688.0K | 0.20% | +8,342+46.5% | Added |
| CIBC World Markets Inc. | 23,812 | $623.0K | 0.00% | +280+1.2% | Added |
| Two Sigma Securities, LLC | 23,325 | $610.0K | 0.13% | +14,003+150.2% | Added |
| Wolverine Trading, LLC | 22,103 | $582.0K | 0.01% | −15,980−42.0% | Reduced |
| Clear Street Markets LLC | 21,400 | $560.0K | 0.12% | +21,400 | New |
| Advisor Group Holdings, Inc. | 20,822 | $546.0K | 0.00% | −250−1.2% | Reduced |
| Lake Street Advisors Group, LLC | 20,521 | $537.0K | 0.06% | +3,230+18.7% | Added |
| Checchi Capital Advisers, LLC | 20,376 | $533.0K | 0.07% | −2,124−9.4% | Reduced |
| Quantitative Investment Management, LLC | 20,412 | $533.0K | 0.05% | +20,412 | New |
| D.A. Davidson & Co. | 20,106 | $526.0K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 20,042 | $524.0K | 0.04% | +20,042 | New |
| State Street Corp | 19,933 | $521.0K | 0.00% | −6,592−24.9% | Reduced |