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 |
|---|---|---|---|---|---|
| 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% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 55 | $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 |
| 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 |
| TD Ameritrade Investment Management, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Antonetti Capital Management LLC | 39 | $1.00K | 0.00% | +39 | New |
| SRS Capital Advisors, Inc. | 25 | $1.00K | 0.00% | +25 | New |
| Addison Advisors LLC | 24 | $1.00K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 57 | $1.49K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 62 | $1.62K | 0.00% | +1+1.6% | Added |
| Federated Hermes, Inc. | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 92 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 110 | $2.00K | 0.00% | +110 | New |
| Bell Investment Advisors, Inc | 60 | $2.00K | 0.00% | +60 | New |
| Sutton Wealth Advisors Inc. | 81 | $2.12K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 105 | $2.75K | 0.00% | −16−13.2% | Reduced |
| American Portfolios Advisors | 113 | $2.96K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 131 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 125 | $3.00K | 0.00% | +125 | New |
| Hantz Financial Services, Inc. | 171 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 163 | $4.00K | 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 |
| PrairieView Partners, LLC | 146 | $4.00K | 0.00% | +100+217.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 180 | $4.00K | 0.00% | +180 | New |
| Patriot Financial Group Insurance Agency, LLC | 155 | $4.00K | 0.00% | +155 | New |
| Enterprise Financial Services Corp | 195 | $5.00K | 0.00% | −907−82.3% | Reduced |
| Brown Brothers Harriman & Co | 208 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 208 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 219 | $5.00K | 0.00% | +219 | New |
| PSI Advisors, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Koshinski Asset Management, Inc. | 206 | $5.39K | 0.00% | +206 | New |
| Column Capital Advisors, LLC | 241 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 242 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 227 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 219 | $6.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 201 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 254 | $6.64K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 254 | $7.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 226 | $7.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 273 | $7.00K | 0.00% | +273 | New |
| JJJ Advisors Inc. | 309 | $8.00K | 0.00% | −725−70.1% | Reduced |
| Duncker Streett & Co Inc | 297 | $8.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 312 | $8.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 353 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 404 | $10.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 17,960 | $11.0K | 0.00% | −775−4.1% | Reduced |
| MUFG Americas Holdings Corp | 426 | $11.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 435 | $11.0K | 0.00% | +435 | New |
| Proequities, Inc. | 450 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 500 | $13.0K | 0.00% | −77−13.3% | Reduced |
| Truehand, Inc | 566 | $15.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 613 | $16.0K | 0.00% | +204+49.9% | Added |
| Adirondack Trust Co | 607 | $18.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 656 | $18.0K | 0.01% | +18+2.8% | Added |
| IFP Advisors, Inc | 713 | $19.0K | 0.00% | +500+234.7% | Added |
| Sargent Bickham Lagudis LLC | 757 | $20.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 799 | $20.0K | 0.00% | +12+1.5% | Added |
| Global Retirement Partners, LLC | 817 | $21.0K | 0.00% | +24+3.0% | Added |
| Hanson & Doremus Investment Management | 809 | $21.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 830 | $22.0K | 0.00% | +160+23.9% | Added |
| Edmond de Rothschild Holding S.A. | 907 | $24.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 950 | $25.0K | 0.00% | −186−16.4% | Reduced |
| Salem Investment Counselors Inc | 1,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 976 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $26.0K | 0.00% | +1,000 | New |
| Sofos Investments, Inc. | 0 | $26.0K | 0.02% | −1−100.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 984 | $26.0K | 0.01% | +984 | New |
| Fifth Third Bancorp | 1,042 | $27.0K | 0.00% | −2,027−66.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,043 | $28.0K | 0.00% | −452−30.2% | Reduced |
| CoreFirst Bank & Trust | 1,108 | $29.0K | 0.02% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 1,198 | $31.0K | 0.01% | +1,198 | New |
| Rockefeller Capital Management L.P. | 1,288 | $33.0K | 0.00% | +229+21.6% | Added |
| Private Capital Group, LLC | 1,285 | $34.0K | 0.01% | +538+72.0% | Added |
| Huntington National Bank | 1,400 | $36.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,375 | $36.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,403 | $37.0K | 0.00% | −1,107−44.1% | Reduced |
| Toronto Dominion Bank | 1,427 | $37.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,400 | $37.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,469 | $38.4K | 0.00% | −2,002−57.7% | Reduced |
| Glassman Wealth Services | 1,510 | $39.0K | 0.01% | +26+1.8% | Added |
| BBVA USA | 1,650 | $43.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,777 | $46.0K | 0.01% | −350−16.5% | Reduced |
| Selective Wealth Management, Inc. | 1,885 | $49.0K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,020 | $53.0K | 0.00% | −218−9.7% | Reduced |