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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2021: 284 institutions
Q1 2021: 263 institutionsQ2 2021: 262 institutionsQ3 2021: 263 institutionsQ4 2021: 284 institutionsQ1 2022: 297 institutionsQ2 2022: 292 institutionsQ3 2022: 289 institutionsQ4 2022: 316 institutionsQ1 2023: 338 institutionsQ2 2023: 365 institutionsQ3 2023: 375 institutionsQ4 2023: 412 institutionsQ1 2024: 411 institutionsQ2 2024: 419 institutionsQ3 2024: 425 institutionsQ4 2024: 466 institutionsQ1 2025: 507 institutionsQ2 2025: 513 institutionsQ3 2025: 555 institutionsQ4 2025: 617 institutionsQ1 2026: 646 institutionsQ2 2026: 713 institutions
Value heldQ4 2021: $1.44B
Q1 2021: $1.48BQ2 2021: $1.52BQ3 2021: $1.29BQ4 2021: $1.44BQ1 2022: $1.70BQ2 2022: $1.72BQ3 2022: $1.40BQ4 2022: $1.67BQ1 2023: $1.93BQ2 2023: $2.35BQ3 2023: $2.31BQ4 2023: $2.27BQ1 2024: $2.10BQ2 2024: $2.36BQ3 2024: $2.37BQ4 2024: $2.67BQ1 2025: $4.30BQ2 2025: $4.68BQ3 2025: $5.64BQ4 2025: $6.53BQ1 2026: $6.97BQ2 2026: $8.00B
Institutions holding HSBC and their total value by quarter
QuarterHoldersValue
Q2 2026713$8.00B
Q1 2026646$6.97B
Q4 2025617$6.53B
Q3 2025555$5.64B
Q2 2025513$4.68B
Q1 2025507$4.30B
Q4 2024466$2.67B
Q3 2024425$2.37B
Q2 2024419$2.36B
Q1 2024411$2.10B
Q4 2023412$2.27B
Q3 2023375$2.31B
Q2 2023365$2.35B
Q1 2023338$1.93B
Q4 2022316$1.67B
Q3 2022289$1.40B
Q2 2022292$1.72B
Q1 2022297$1.70B
Q4 2021284$1.44B
Q3 2021263$1.29B
Q2 2021262$1.52B
Q1 2021263$1.48B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q3 2021.

Institutions holding HSBC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC1$00.00%00.0%Unchanged
Simon Quick Advisors, LLC4$00.00%+1+33.3%Added
Front Row Advisors LLC13$00.00%00.0%Unchanged
Central Trust Co20$00.00%+20New
Macroview Investment Management LLC2$00.00%+2New
First Command Financial Services, Inc.2$00.00%+2New
Ahrens Investment Partners LLC2$00.00%+2New
Centerpoint Advisors, LLC10$00.00%+10New
Stephens Consulting, LLC1$300.00%+1New
Cullen/Frost Bankers, Inc.27$1.00K0.00%00.0%Unchanged
Antonetti Capital Management LLC39$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.25$1.00K0.00%00.0%Unchanged
Retirement Group, LLC25$1.00K0.00%00.0%Unchanged
Key Financial Inc39$1.00K0.00%00.0%Unchanged
FourThought Financial, LLC21$1.00K0.00%00.0%Unchanged
Gradient Investments LLC17$1.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.29$1.00K0.00%+29New
Level Financial Advisors, Inc.21$1.00K0.00%+21New
Tyler-Stone Wealth Management31$1.00K0.00%+31New
PFS Partners, LLC53$1.59K0.00%+53New
Raffa Wealth Management, LLC57$1.72K0.00%00.0%Unchanged
Archer Investment Corp62$1.86K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.64$2.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.80$2.00K0.00%00.0%Unchanged
Delta Asset Management LLC51$2.00K0.00%00.0%Unchanged
RGT Wealth Advisors, LLC72$2.00K0.00%+72New
Dixon Hughes Goodman Wealth Advisors LLC54$2.00K0.00%+54New
Fortitude Advisory Group L.L.C.68$2.00K0.00%+68New
Brown, Lisle/Cummings, Inc.67$2.02K0.00%+67New
Sutton Wealth Advisors Inc.81$2.44K0.00%00.0%Unchanged
Valley National Advisers Inc100$3.00K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc110$3.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC100$3.00K0.00%00.0%Unchanged
Federated Hermes, Inc.90$3.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC92$3.00K0.00%00.0%Unchanged
Trust Co of Vermont100$3.00K0.00%+100New
Koshinski Asset Management, Inc.101$3.04K0.00%−105−51.0%Reduced
TD Private Client Wealth LLC105$3.17K0.00%00.0%Unchanged
American Portfolios Advisors113$3.41K0.00%00.0%Unchanged
Allworth Financial LP140$4.00K0.00%00.0%Unchanged
PrairieView Partners, LLC146$4.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC143$4.00K0.00%00.0%Unchanged
Accel Wealth Management131$4.00K0.00%00.0%Unchanged
Laurel Wealth Planning LLC125$4.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC133$4.00K0.00%+23+20.9%Added
Financial Connections Group, Inc.143$4.00K0.00%+143New
Hantz Financial Services, Inc.171$5.00K0.00%00.0%Unchanged
American Research & Management Co.150$5.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.172$5.00K0.00%+9+5.5%Added
NEXT Financial Group, Inc157$5.00K0.00%+157New
Asset Dedication, LLC201$6.00K0.00%00.0%Unchanged
Brown Brothers Harriman & Co208$6.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.220$6.00K0.00%+1+0.5%Added
Cordasco Financial Network208$6.00K0.00%00.0%Unchanged
PSI Advisors, LLC200$6.00K0.00%00.0%Unchanged
Amplius Wealth Advisors, LLC230$6.00K0.00%+230New
Plante Moran Financial Advisors, LLC219$7.00K0.00%00.0%Unchanged
Column Capital Advisors, LLC241$7.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC242$7.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC227$7.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc232$7.00K0.00%+172+286.7%Added
JFS Wealth Advisors, LLC233$7.00K0.00%+233New
CoreCap Advisors, LLC226$7.00K0.00%+226New
Tower Research Capital LLC (TRC)256$8.00K0.00%−787−75.5%Reduced
Addison Advisors LLC253$8.00K0.00%+229+954.2%Added
AdvisorNet Financial, Inc279$8.00K0.00%+279New
Bank Julius Baer & Co. Ltd, Zurich273$8.00K0.00%+273New
EverSource Wealth Advisors, LLC251$8.00K0.00%+251New
Snowden Capital Advisors LLC266$8.00K0.00%+266New
Duncker Streett & Co Inc297$9.00K0.00%00.0%Unchanged
M&R Capital Management Inc312$9.00K0.00%00.0%Unchanged
JJJ Advisors Inc.306$9.00K0.00%−3−1.0%Reduced
Elmwood Wealth Management, Inc.300$9.00K0.00%+300New
Arlington Partners LLC335$10.0K0.00%+335New
Bedel Financial Consulting, Inc.400$12.0K0.00%00.0%Unchanged
Harbour Investments, Inc.440$13.0K0.00%−963−68.6%Reduced
MUFG Americas Holdings Corp426$13.0K0.00%00.0%Unchanged
Proequities, Inc.450$14.0K0.00%00.0%Unchanged
Adirondack Trust Co607$18.0K0.01%00.0%Unchanged
Atlas Capital Advisors LLC613$18.5K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC757$23.0K0.00%00.0%Unchanged
Hanson & Doremus Investment Management809$24.0K0.01%00.0%Unchanged
IFP Advisors, Inc800$24.0K0.00%+87+12.2%Added
Edmond de Rothschild Holding S.A.907$27.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC903$27.0K0.00%+748+482.6%Added
Zions Bancorporation, N.A.938$28.0K0.00%−12−1.3%Reduced
Bogart Wealth, LLC976$29.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC958$29.0K0.02%+141+17.3%Added
Rockefeller Capital Management L.P.1,024$30.0K0.00%−264−20.5%Reduced
Salem Investment Counselors Inc1,000$30.0K0.00%00.0%Unchanged
Ancora Advisors, LLC1,000$30.0K0.00%00.0%Unchanged
Banque Cantonale Vaudoise1,000$30.0K0.00%00.0%Unchanged
Total Clarity Wealth Management, Inc.984$30.0K0.01%00.0%Unchanged
CoreFirst Bank & Trust1,108$33.0K0.02%00.0%Unchanged
BerganKDV Wealth Management, LLC1,211$37.0K0.00%−1,000−45.2%Reduced
Private Capital Group, LLC1,370$41.0K0.01%+85+6.6%Added
HHM Wealth Advisors, LLC1,400$42.0K0.01%00.0%Unchanged
Huntington National Bank1,401$42.0K0.00%+1+0.1%Added
Toronto Dominion Bank1,427$43.0K0.00%00.0%Unchanged
Fifth Third Bancorp1,433$43.0K0.00%+391+37.5%Added