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, Q4 2021
Institutional positions in HSBC Holdings PLC as of Dec 31, 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
- 284
- +24 vs. Q3 2021
- Shares held
- 47.7M
- −122.9K (−0.3%) vs. Q3 2021
- Total value
- $1.44B
- +$186.7M (+14.9%) vs. Q3 2021
- New holders
- 58
- 93 more added
- Sold out
- 34
- 62 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 9,502,387 | $286.5M | 0.09% | +220,788+2.4% | Added |
| Jane Street Group, LLC | 3,742,749 | $112.8M | 0.22% | +932,611+33.2% | Added |
| JPMorgan Chase & Co | 3,374,145 | $101.7M | 0.01% | +124,185+3.8% | Added |
| Parametric Portfolio Associates LLC | 3,201,774 | $96.5M | 0.05% | +670,107+26.5% | Added |
| Renaissance Technologies LLC | 2,963,343 | $89.3M | 0.11% | −718,000−19.5% | Reduced |
| Norges Bank | 2,374,000 | $71.6M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 2,295,086 | $69.2M | 0.02% | +281,073+14.0% | Added |
| Citigroup Inc | 1,879,075 | $56.7M | 0.05% | +398,822+26.9% | Added |
| Northern Trust Corp | 1,739,366 | $52.4M | 0.01% | +131,650+8.2% | Added |
| Credit Suisse AG | 1,663,827 | $50.2M | 0.04% | −1,007,570−37.7% | Reduced |
| Morgan Stanley | 1,476,993 | $44.5M | 0.01% | −335,853−18.5% | Reduced |
| BlackRock Inc. | 1,468,540 | $44.3M | 0.00% | +249,921+20.5% | Added |
| LMR Partners LLP | 1,234,154 | $37.1M | 0.49% | +250,871+25.5% | Added |
| Royal Bank of Canada | 1,119,309 | $33.7M | 0.01% | −23,512−2.1% | Reduced |
| Optiver Holding B.V. | 863,190 | $24.9M | 0.03% | +569,723+194.1% | Added |
| Bank of Montreal | 515,766 | $15.6M | 0.01% | −30,953−5.7% | Reduced |
| Susquehanna International Group, LLP | 436,100 | $13.1M | 0.02% | +418,563+2,386.7% | Added |
| Ameriprise Financial Inc | 429,467 | $13.0M | 0.00% | +24,625+6.1% | Added |
| Bank of America Corp | 353,907 | $10.7M | 0.00% | +74,646+26.7% | Added |
| Geode Capital Management, LLC | 352,761 | $10.6M | 0.00% | −65,901−15.7% | Reduced |
| Russell Investments Group, Ltd. | 297,201 | $9.89M | 0.02% | +12,581+4.4% | Added |
| Ensign Peak Advisors, Inc | 323,539 | $9.76M | 0.02% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 310,456 | $9.36M | 0.04% | +310,456 | New |
| Crossmark Global Holdings, Inc. | 258,133 | $7.78M | 0.17% | +5,433+2.1% | Added |
| Segantii Capital Management Ltd | 212,093 | $6.38M | 0.21% | +12,093+6.0% | Added |
| FMR LLC | 207,307 | $6.25M | 0.00% | +57,778+38.6% | Added |
| American Century Companies Inc | 177,700 | $5.36M | 0.00% | +15,843+9.8% | Added |
| Wells Fargo & Company | 167,341 | $5.05M | 0.00% | −12,778−7.1% | Reduced |
| American Assets Investment Management, LLC | 166,918 | $5.03M | 0.54% | 00.0% | Unchanged |
| Twin Tree Management, LP | 157,506 | $4.75M | 0.12% | +24,968+18.8% | Added |
| Raymond James & Associates | 156,390 | $4.71M | 0.00% | −6,142−3.8% | Reduced |
| Private Advisor Group, LLC | 120,761 | $3.64M | 0.03% | −78,982−39.5% | Reduced |
| UBS Group AG | 116,174 | $3.50M | 0.00% | −216,142−65.0% | Reduced |
| Verition Fund Management LLC | 109,845 | $3.31M | 0.04% | +37,207+51.2% | Added |
| SG Americas Securities, LLC | 108,670 | $3.28M | 0.02% | +50,177+85.8% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $3.24M | 1.23% | 00.0% | Unchanged |
| Barclays PLC | 100,586 | $3.03M | 0.00% | +373+0.4% | Added |
| Scotia Capital Inc. | 98,637 | $2.97M | 0.02% | +1,015+1.0% | Added |
| Susquehanna International Securities, Ltd. | 97,600 | $2.94M | 1.81% | +97,600 | New |
| Natixis Advisors, L.P. | 89,031 | $2.68M | 0.01% | +52,427+143.2% | Added |
| Citadel Advisors LLC | 85,641 | $2.58M | 0.00% | −2,233,129−96.3% | Reduced |
| HRT Financial LP | 85,650 | $2.58M | 0.01% | −10,008−10.5% | Reduced |
| M&T Bank Corp | 79,909 | $2.41M | 0.01% | −90−0.1% | Reduced |
| Envestnet Asset Management Inc | 75,755 | $2.28M | 0.00% | +14,424+23.5% | Added |
| Comerica Bank | 65,506 | $2.26M | 0.02% | −4,472−6.4% | Reduced |
| Old Port Advisors | 68,201 | $2.21M | 0.75% | −294−0.4% | Reduced |
| Bank of New York Mellon Corp | 69,377 | $2.09M | 0.00% | +5,554+8.7% | Added |
| SG3 Management, LLC | 65,000 | $1.96M | 0.20% | +36,000+124.1% | Added |
| West Family Investments, Inc. | 63,460 | $1.91M | 0.54% | +8,841+16.2% | Added |
| Yousif Capital Management, LLC | 63,283 | $1.91M | 0.02% | +63,283 | New |
| Ethic Inc. | 62,515 | $1.89M | 0.15% | +19,800+46.4% | Added |
| RBF Capital, LLC | 60,000 | $1.81M | 0.11% | −60,005−50.0% | Reduced |
| Advisor Partners LLC | 58,416 | $1.76M | 0.11% | +3,193+5.8% | Added |
| Integrated Wealth Concepts LLC | 56,834 | $1.71M | 0.05% | +56,834 | New |
| Simplex Trading, LLC | 56,355 | $1.70M | 0.06% | +7,891+16.3% | Added |
| O'Shaughnessy Asset Management, LLC | 55,878 | $1.69M | 0.03% | +25,908+86.4% | Added |
| Susquehanna Fundamental Investments, LLC | 55,596 | $1.68M | 0.04% | +55,596 | New |
| US Bancorp | 54,848 | $1.65M | 0.00% | +4,060+8.0% | Added |
| Northwestern Mutual Wealth Management Co | 49,751 | $1.50M | 0.00% | +14,636+41.7% | Added |
| Wetherby Asset Management Inc | 48,600 | $1.47M | 0.08% | +6,473+15.4% | Added |
| Creative Planning | 47,768 | $1.44M | 0.00% | −38,991−44.9% | Reduced |
| Level Four Advisory Services, LLC | 43,984 | $1.33M | 0.10% | −1,422−3.1% | Reduced |
| PEAK6 Investments LLC | 42,365 | $1.28M | 0.04% | −11,159−20.8% | Reduced |
| Janus Henderson Group PLC | 40,787 | $1.23M | 0.00% | +8,799+27.5% | Added |
| Voloridge Investment Management, LLC | 40,229 | $1.21M | 0.01% | −39,596−49.6% | Reduced |
| Veriti Management LLC | 40,218 | $1.21M | 0.16% | +1,804+4.7% | Added |
| LPL Financial LLC | 40,184 | $1.21M | 0.00% | +13,343+49.7% | Added |
| The PNC Financial Services Group, Inc. | 40,025 | $1.21M | 0.00% | +5,111+14.6% | Added |
| Stifel Financial Corp | 39,606 | $1.20M | 0.00% | +2,126+5.7% | Added |
| Earnest Partners LLC | 39,465 | $1.19M | 0.01% | 00.0% | Unchanged |
| CSS LLC | 38,000 | $1.15M | 0.05% | +38,000 | New |
| Creegan & Nassoura Financial Group, LLC | 37,400 | $1.13M | 0.85% | −12,900−25.6% | Reduced |
| Commonwealth Equity Services, LLC | 36,215 | $1.09M | 0.00% | +3,812+11.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 36,070 | $1.09M | 0.00% | +17,799+97.4% | Added |
| Oppenheimer & Co Inc | 34,678 | $1.05M | 0.02% | −1,111−3.1% | Reduced |
| Pathstone Family Office, LLC | 33,312 | $1.00M | 0.03% | +933+2.9% | Added |
| Pacer Advisors, Inc. | 32,058 | $967.0K | 0.01% | −404−1.2% | Reduced |
| CIBC Private Wealth Group, LLC | 30,611 | $923.0K | 0.00% | −144−0.5% | Reduced |
| Profund Advisors LLC | 28,781 | $868.0K | 0.03% | −5,824−16.8% | Reduced |
| Regions Financial Corp | 28,628 | $863.0K | 0.01% | −97−0.3% | Reduced |
| Invesco Ltd. | 27,777 | $837.0K | 0.00% | +19,568+238.4% | Added |
| Janney Montgomery Scott LLC | 27,420 | $827.0K | 0.00% | −2,155−7.3% | Reduced |
| Karpas Strategies, LLC | 27,200 | $820.0K | 0.26% | 00.0% | Unchanged |
| Forum Financial Management, LP | 27,067 | $816.0K | 0.04% | +27,067 | New |
| Advisor Group Holdings, Inc. | 26,621 | $804.0K | 0.00% | +5,799+27.9% | Added |
| BNP Paribas Arbitrage, SA | 26,048 | $785.3K | 0.00% | +24,579+1,673.2% | Added |
| Jarislowsky, Fraser Ltd | 25,375 | $765.0K | 0.00% | −8,050−24.1% | Reduced |
| Mork Capital Management, LLC | 25,100 | $757.0K | 0.51% | −13,500−35.0% | Reduced |
| Ritholtz Wealth Management | 24,894 | $751.0K | 0.05% | +10,854+77.3% | Added |
| Signaturefd, LLC | 24,696 | $745.0K | 0.02% | +6,841+38.3% | Added |
| CIBC World Markets Inc. | 24,170 | $729.0K | 0.00% | +358+1.5% | Added |
| Parallax Volatility Advisers, L.P. | 23,532 | $709.0K | 0.01% | +16,329+226.7% | Added |
| Systematic Alpha Investments, LLC | 23,000 | $693.0K | 0.03% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 22,903 | $691.0K | 0.22% | +9,025+65.0% | Added |
| JustInvest LLC | 21,948 | $662.0K | 0.04% | +7,653+53.5% | Added |
| SEI Investments Co | 21,986 | $656.0K | 0.00% | +7,648+53.3% | Added |
| Clear Street Markets LLC | 21,400 | $645.0K | 0.06% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 21,322 | $643.0K | 0.04% | +801+3.9% | Added |
| Quantamental Technologies LLC | 20,982 | $633.0K | 0.32% | +20,982 | New |
| Eaton Vance Management | 20,377 | $614.0K | 0.00% | +2,417+13.5% | Added |