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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 39,465 | $1.03M | 0.01% | −2,472−5.9% | Reduced |
| Seven Eight Capital, LP | 40,811 | $1.07M | 0.10% | +40,811 | New |
| Wetherby Asset Management Inc | 42,127 | $1.10M | 0.07% | −1,810−4.1% | Reduced |
| Ethic Inc. | 42,715 | $1.12M | 0.11% | −3,068−6.7% | Reduced |
| Level Four Advisory Services, LLC | 45,406 | $1.19M | 0.12% | −1,289−2.8% | Reduced |
| Qube Research & Technologies Ltd | 47,217 | $1.24M | 0.02% | −106,083−69.2% | Reduced |
| qPULA Trading Management LP | 49,673 | $1.30M | 2.03% | +35,573+252.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 50,300 | $1.31M | 1.12% | +3,900+8.4% | Added |
| US Bancorp | 50,788 | $1.33M | 0.00% | +1,947+4.0% | Added |
| PEAK6 Investments LLC | 53,524 | $1.40M | 0.03% | +34,670+183.9% | Added |
| Simplex Trading, LLC | 48,464 | $1.41M | 0.05% | +70.0% | Added |
| West Family Investments, Inc. | 54,619 | $1.43M | 0.38% | −11,867−17.8% | Reduced |
| Advisor Partners LLC | 55,223 | $1.44M | 0.10% | −3,055−5.2% | Reduced |
| SG Americas Securities, LLC | 58,493 | $1.53M | 0.01% | −6,863−10.5% | Reduced |
| Envestnet Asset Management Inc | 61,331 | $1.60M | 0.00% | +13,915+29.3% | Added |
| Bank of New York Mellon Corp | 63,823 | $1.67M | 0.00% | −1,099−1.7% | Reduced |
| Old Port Advisors | 68,495 | $1.90M | 0.69% | +2,971+4.5% | Added |
| Verition Fund Management LLC | 72,638 | $1.90M | 0.03% | −117,578−61.8% | Reduced |
| Cubist Systematic Strategies, LLC | 74,362 | $1.95M | 0.02% | +49,728+201.9% | Added |
| Voloridge Investment Management, LLC | 79,825 | $2.09M | 0.01% | +79,825 | New |
| M&T Bank Corp | 79,999 | $2.09M | 0.01% | −167−0.2% | Reduced |
| Comerica Bank | 69,978 | $2.10M | 0.01% | −159,376−69.5% | Reduced |
| Creative Planning | 86,759 | $2.27M | 0.00% | +30,803+55.0% | Added |
| HRT Financial LP | 95,658 | $2.50M | 0.02% | +74,085+343.4% | Added |
| Scotia Capital Inc. | 97,622 | $2.55M | 0.02% | +6,035+6.6% | Added |
| Barclays PLC | 100,213 | $2.62M | 0.00% | −62,145−38.3% | Reduced |
| Manatuck Hill Partners, LLC | 107,448 | $2.81M | 0.98% | 00.0% | Unchanged |
| Millennium Management LLC | 114,297 | $2.99M | 0.00% | +114,297 | New |
| RBF Capital, LLC | 120,005 | $3.14M | 0.18% | +120,005 | New |
| Twin Tree Management, LP | 132,538 | $3.47M | 0.10% | +132,538 | New |
| FMR LLC | 149,529 | $3.91M | 0.00% | −28,279−15.9% | Reduced |
| American Century Companies Inc | 161,857 | $4.23M | 0.00% | +24,660+18.0% | Added |
| Raymond James & Associates | 162,532 | $4.25M | 0.00% | +11,126+7.3% | Added |
| American Assets Investment Management, LLC | 166,918 | $4.37M | 0.54% | 00.0% | Unchanged |
| Wells Fargo & Company | 180,119 | $4.71M | 0.00% | +14,366+8.7% | Added |
| Private Advisor Group, LLC | 199,743 | $5.22M | 0.03% | +84,925+74.0% | Added |
| Segantii Capital Management Ltd | 200,000 | $5.26M | 0.18% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 252,700 | $6.61M | 0.15% | +17,214+7.3% | Added |
| Bank of America Corp | 279,261 | $7.30M | 0.00% | −8,542−3.0% | Reduced |
| Optiver Holding B.V. | 293,467 | $7.67M | 0.01% | +293,467 | New |
| Russell Investments Group, Ltd. | 284,620 | $8.18M | 0.01% | +7,616+2.7% | Added |
| Ensign Peak Advisors, Inc | 323,539 | $8.46M | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 332,316 | $8.69M | 0.00% | −149,530−31.0% | Reduced |
| Group One Trading, L.P. | 379,872 | $9.93M | 0.22% | +303,941+400.3% | Added |
| Ameriprise Financial Inc | 404,842 | $10.5M | 0.00% | −29,804−6.9% | Reduced |
| Geode Capital Management, LLC | 418,662 | $10.9M | 0.00% | −24,188−5.5% | Reduced |
| Bank of Montreal | 546,719 | $14.4M | 0.01% | +73,095+15.4% | Added |
| LMR Partners LLP | 983,283 | $25.9M | 0.36% | +983,283 | New |
| Royal Bank of Canada | 1,142,821 | $29.9M | 0.01% | +6,806+0.6% | Added |
| BlackRock Inc. | 1,218,619 | $31.9M | 0.00% | −141,416−10.4% | Reduced |
| Marshall Wace North America L.P. | 1,330,469 | $34.8M | 0.15% | +608,414+84.3% | Added |
| Citigroup Inc | 1,480,253 | $38.7M | 0.04% | −268,740−15.4% | Reduced |
| Northern Trust Corp | 1,607,716 | $42.0M | 0.01% | −872,741−35.2% | Reduced |
| Morgan Stanley | 1,812,846 | $47.4M | 0.01% | −1,529,940−45.8% | Reduced |
| Goldman Sachs Group Inc | 2,014,013 | $52.7M | 0.01% | +87,819+4.6% | Added |
| Citadel Advisors LLC | 2,318,770 | $60.6M | 0.07% | +1,299,447+127.5% | Added |
| Norges Bank | 2,374,000 | $62.1M | 0.01% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 2,531,667 | $66.2M | 0.04% | −310,346−10.9% | Reduced |
| Credit Suisse AG | 2,671,397 | $69.9M | 0.06% | −504,275−15.9% | Reduced |
| Jane Street Group, LLC | 2,810,138 | $73.5M | 0.19% | +859,091+44.0% | Added |
| JPMorgan Chase & Co | 3,249,960 | $85.0M | 0.01% | −378,717−10.4% | Reduced |
| Renaissance Technologies LLC | 3,681,343 | $96.3M | 0.12% | −1,105,500−23.1% | Reduced |
| Dimensional Fund Advisors LP | 9,281,599 | $242.7M | 0.08% | −190,793−2.0% | Reduced |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −866,873−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −616,000−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −518,070−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −317,626−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −207,963−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −111,988−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −39,054−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −30,204−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −20,341−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,327−100.0% | Sold out |
| Fosun International Ltd | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −18,671−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −17,922−100.0% | Sold out |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −13,754−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −12,348−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −12,283−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −11,964−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,168−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,327−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −6,645−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −9,063−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −7,893−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −7,722−100.0% | Sold out |
| Mitchell & Pahl Private Wealth, LLC | 0 | $0 | 0.00% | −7,094−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,087−100.0% | Sold out |
| swisspartners Advisors Ltd | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,437−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |
| PNC Managed Account Solutions, Inc. | – | – | – | – | Not filed |