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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 19,186 | $502.0K | 0.04% | +19,186 | New |
| Mirae Asset Global Investments Co., Ltd. | 18,271 | $478.0K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 18,064 | $472.0K | 0.01% | −875−4.6% | Reduced |
| Signaturefd, LLC | 17,855 | $467.0K | 0.02% | +1,008+6.0% | Added |
| Intersect Capital LLC | 17,680 | $462.0K | 0.08% | +1,966+12.5% | Added |
| Susquehanna International Group, LLP | 17,537 | $459.0K | 0.00% | −183,986−91.3% | Reduced |
| Brewin Dolphin Ltd | 17,100 | $447.2K | 0.02% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 15,909 | $416.0K | 0.27% | −396−2.4% | Reduced |
| Cresset Asset Management, LLC | 15,527 | $406.0K | 0.01% | +3,489+29.0% | Added |
| Blair William & Co | 15,416 | $403.0K | 0.00% | +3,049+24.7% | Added |
| Morningstar Investment Services LLC | 14,462 | $380.0K | 0.00% | +2,650+22.4% | Added |
| Deutsche Bank AG | 14,446 | $378.0K | 0.00% | +4,400+43.8% | Added |
| Corient Capital Partners, LLC | 14,336 | $375.0K | 0.03% | −3,422−19.3% | Reduced |
| SEI Investments Co | 14,338 | $374.0K | 0.00% | −16,543−53.6% | Reduced |
| JustInvest LLC | 14,295 | $374.0K | 0.03% | +1,747+13.9% | Added |
| First Manhattan Co | 14,187 | $370.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 14,040 | $367.0K | 0.03% | −643−4.4% | Reduced |
| Quadrant Capital Group LLC | 14,013 | $366.0K | 0.05% | +87+0.6% | Added |
| SeaBridge Investment Advisors LLC | 13,878 | $363.0K | 0.12% | +930+7.2% | Added |
| Moody National Bank Trust Division | 13,786 | $361.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,756 | $360.0K | 0.03% | +13,756 | New |
| Gabelli Funds LLC | 13,000 | $340.0K | 0.00% | −6,000−31.6% | Reduced |
| American National Insurance Co | 12,800 | $335.0K | 0.01% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 12,415 | $325.0K | 0.18% | +12,415 | New |
| HighTower Advisors, LLC | 12,135 | $317.0K | 0.00% | −282−2.3% | Reduced |
| Cetera Advisors LLC | 11,621 | $304.0K | 0.01% | +11,621 | New |
| Blueshift Asset Management, LLC | 11,641 | $304.0K | 0.02% | +11,641 | New |
| Ellevest, Inc. | 10,963 | $287.0K | 0.03% | −276−2.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,910 | $285.0K | 0.00% | −17,370−61.4% | Reduced |
| Clearbridge Investments, LLC | 10,881 | $285.0K | 0.00% | −250−2.2% | Reduced |
| Courier Capital LLC | 10,735 | $281.0K | 0.03% | −566−5.0% | Reduced |
| Brinker Capital Investments, LLC | 9,546 | $275.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 10,266 | $268.0K | 0.09% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,221 | $267.0K | 0.01% | −776−7.1% | Reduced |
| Mercer Global Advisors Inc | 10,199 | $267.0K | 0.00% | +2,793+37.7% | Added |
| Bluestein R H & Co | 10,000 | $262.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 9,980 | $261.0K | 0.00% | −2,384−19.3% | Reduced |
| WNY Asset Management, LLC | 10,000 | $260.0K | 0.09% | +2,200+28.2% | Added |
| Nomura Holdings Inc | 9,785 | $258.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 9,610 | $251.0K | 0.00% | +1,301+15.7% | Added |
| Altium Wealth Management LLC | 9,132 | $239.0K | 0.02% | −234−2.5% | Reduced |
| Flow Traders U.S. LLC | 9,153 | $239.0K | 0.01% | +9,153 | New |
| Henry James International Management, Inc. | 9,048 | $237.0K | 0.07% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9,008 | $236.0K | 0.17% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,747 | $229.0K | 0.02% | +41+0.5% | Added |
| Sage Rhino Capital LLC | 8,524 | $223.0K | 0.07% | −1,048−10.9% | Reduced |
| Fisher Asset Management, LLC | 8,372 | $219.0K | 0.00% | −728−8.0% | Reduced |
| Invesco Ltd. | 8,209 | $215.0K | 0.00% | −70−0.8% | Reduced |
| Glenmede Trust Co NA | 8,080 | $211.0K | 0.00% | −65−0.8% | Reduced |
| McDonald Partners LLC | 7,838 | $205.0K | 0.05% | +705+9.9% | Added |
| Evergreen Capital Management LLC | 7,642 | $200.0K | 0.01% | −1,585−17.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 7,203 | $188.0K | 0.00% | −26,424−78.6% | Reduced |
| Geneos Wealth Management Inc. | 6,691 | $176.0K | 0.01% | +10.0% | Added |
| Parallel Advisors, LLC | 6,229 | $163.0K | 0.01% | +729+13.3% | Added |
| Rosenberg Matthew Hamilton | 3,835 | $100.0K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,663 | $96.0K | 0.00% | +381+11.6% | Added |
| Lindbrook Capital, LLC | 3,592 | $94.0K | 0.02% | −160−4.3% | Reduced |
| JCIC Asset Management Inc. | 3,210 | $84.0K | 0.03% | −90−2.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,160 | $82.6K | 0.00% | −1,200−27.5% | Reduced |
| Whittier Trust Co | 3,113 | $81.0K | 0.00% | −3,062−49.6% | Reduced |
| Captrust Financial Advisors | 2,810 | $74.0K | 0.00% | +526+23.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,552 | $67.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,211 | $58.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,020 | $53.0K | 0.00% | −218−9.7% | Reduced |
| Selective Wealth Management, Inc. | 1,885 | $49.0K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,777 | $46.0K | 0.01% | −350−16.5% | Reduced |
| BBVA USA | 1,650 | $43.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,510 | $39.0K | 0.01% | +26+1.8% | Added |
| BNP Paribas Arbitrage, SA | 1,469 | $38.4K | 0.00% | −2,002−57.7% | Reduced |
| 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 |
| 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 |
| Private Capital Group, LLC | 1,285 | $34.0K | 0.01% | +538+72.0% | Added |
| Rockefeller Capital Management L.P. | 1,288 | $33.0K | 0.00% | +229+21.6% | Added |
| Cahill Financial Advisors Inc | 1,198 | $31.0K | 0.01% | +1,198 | New |
| CoreFirst Bank & Trust | 1,108 | $29.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,043 | $28.0K | 0.00% | −452−30.2% | Reduced |
| Fifth Third Bancorp | 1,042 | $27.0K | 0.00% | −2,027−66.0% | 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 |
| Zions Bancorporation, N.A. | 950 | $25.0K | 0.00% | −186−16.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 907 | $24.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 830 | $22.0K | 0.00% | +160+23.9% | 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 |
| 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 |
| IFP Advisors, Inc | 713 | $19.0K | 0.00% | +500+234.7% | 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 |
| Atlas Capital Advisors LLC | 613 | $16.0K | 0.00% | +204+49.9% | Added |
| Truehand, Inc | 566 | $15.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 500 | $13.0K | 0.00% | −77−13.3% | Reduced |
| Proequities, Inc. | 450 | $12.0K | 0.00% | 00.0% | Unchanged |