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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 1,515 | $46.0K | 0.00% | −1,598−51.3% | Reduced |
| CWM, LLC | 1,528 | $46.0K | 0.00% | +1,528 | New |
| Retirement Planning Co of New England, Inc. | 1,526 | $46.0K | 0.02% | +1,526 | New |
| Fieldpoint Private Securities, LLC | 1,735 | $52.0K | 0.01% | +360+26.2% | Added |
| Umb Bank N A | 1,732 | $52.0K | 0.00% | +1,732 | New |
| Spire Wealth Management | 1,785 | $54.0K | 0.00% | +955+115.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,878 | $57.0K | 0.00% | −674−26.4% | Reduced |
| Selective Wealth Management, Inc. | 1,885 | $57.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,000 | $60.0K | 0.12% | +2,000 | New |
| Glassman Wealth Services | 2,060 | $62.0K | 0.01% | +550+36.4% | Added |
| Group One Trading, L.P. | 2,320 | $70.0K | 0.00% | −377,552−99.4% | Reduced |
| Captrust Financial Advisors | 2,983 | $90.0K | 0.00% | +173+6.2% | Added |
| Federation des caisses Desjardins du Quebec | 3,160 | $95.3K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 3,210 | $97.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,334 | $101.0K | 0.00% | −329−9.0% | Reduced |
| Bessemer Group Inc | 3,461 | $104.0K | 0.00% | +1,441+71.3% | Added |
| Rosenberg Matthew Hamilton | 3,835 | $116.0K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,489 | $135.0K | 0.02% | +897+25.0% | Added |
| Blueprint Investment Partners LLC | 5,498 | $165.8K | 0.04% | +5,498 | New |
| Geneos Wealth Management Inc. | 6,691 | $201.0K | 0.01% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 6,664 | $201.0K | 0.02% | +6,664 | New |
| LGT Group Foundation | 6,925 | $209.0K | 0.01% | +6,925 | New |
| CenterStar Asset Management, LLC | – | $210.0K | 0.16% | – | New |
| Bayesian Capital Management, LP | 7,000 | $211.0K | 0.07% | −19,300−73.4% | Reduced |
| Gabelli Funds LLC | 7,000 | $211.0K | 0.00% | −6,000−46.2% | Reduced |
| Flow Traders U.S. LLC | 7,032 | $212.0K | 0.01% | −2,121−23.2% | Reduced |
| Wedbush Securities Inc | 7,327 | $221.0K | 0.01% | −2,894−28.3% | Reduced |
| Fisher Asset Management, LLC | 7,542 | $227.0K | 0.00% | −830−9.9% | Reduced |
| Baldwin Investment Management, LLC | 7,633 | $230.0K | 0.06% | +7,633 | New |
| Parallel Advisors, LLC | 7,689 | $232.0K | 0.01% | +1,460+23.4% | Added |
| Glenmede Trust Co NA | 7,992 | $240.0K | 0.00% | −88−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 7,956 | $240.0K | 0.01% | +7,956 | New |
| Cetera Advisor Networks LLC | 8,140 | $245.0K | 0.00% | +8,140 | New |
| MML Investors Services, LLC | 8,390 | $253.0K | 0.00% | +8,390 | New |
| Allie Family Office LLC | 8,504 | $256.0K | 0.20% | +8,504 | New |
| Guggenheim Capital LLC | 8,620 | $260.0K | 0.00% | −18,894−68.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 8,659 | $261.0K | 0.17% | +8,659 | New |
| WNY Asset Management, LLC | 8,650 | $262.0K | 0.08% | −1,350−13.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,762 | $264.0K | 0.05% | +8,762 | New |
| Dorsey & Whitney Trust CO LLC | 8,975 | $271.0K | 0.02% | +228+2.6% | Added |
| Henry James International Management, Inc. | 9,034 | $272.0K | 0.08% | −14−0.2% | Reduced |
| HighMark Wealth Management LLC | 9,008 | $272.0K | 0.17% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 9,295 | $280.0K | 0.01% | +1,653+21.6% | Added |
| Cresset Asset Management, LLC | 9,338 | $282.0K | 0.00% | −6,189−39.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 9,413 | $284.0K | 0.00% | −1,497−13.7% | Reduced |
| Altium Wealth Management LLC | 9,530 | $287.0K | 0.02% | +398+4.4% | Added |
| Bokf, NA | 9,528 | $287.0K | 0.00% | +9,528 | New |
| Franklin Resources Inc | 9,765 | $295.0K | 0.00% | −215−2.2% | Reduced |
| FNY Investment Advisers, LLC | 10,000 | $301.0K | 0.16% | +10,000 | New |
| Bluestein R H & Co | 10,000 | $302.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 10,046 | $303.0K | 0.00% | −4,400−30.5% | Reduced |
| Brinker Capital Investments, LLC | 10,036 | $303.0K | 0.00% | +490+5.1% | Added |
| Truist Financial Corp | 10,258 | $309.0K | 0.00% | +648+6.7% | Added |
| Investors Research Corp | 10,266 | $310.0K | 0.09% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,633 | $321.0K | 0.00% | +10,633 | New |
| Courier Capital LLC | 10,737 | $324.0K | 0.03% | +20.0% | Added |
| Sage Rhino Capital LLC | 10,872 | $328.0K | 0.09% | +2,348+27.5% | Added |
| Clearbridge Investments, LLC | 10,970 | $331.0K | 0.00% | +89+0.8% | Added |
| Cerity Partners LLC | 11,147 | $337.0K | 0.01% | +11,147 | New |
| Clarius Group, LLC | 11,357 | $342.0K | 0.03% | +11,357 | New |
| National Bank of Canada | 11,547 | $348.0K | 0.00% | +11,547 | New |
| Mariner, LLC | 11,929 | $360.0K | 0.00% | +11,929 | New |
| Two Sigma Securities, LLC | 11,979 | $361.0K | 0.07% | −11,346−48.6% | Reduced |
| American Trust Investment Advisors, LLC | 12,565 | $379.0K | 0.19% | +150+1.2% | Added |
| Wolverine Trading, LLC | 13,490 | $407.0K | 0.01% | −8,613−39.0% | Reduced |
| Mercer Global Advisors Inc | 14,095 | $425.0K | 0.00% | +3,896+38.2% | Added |
| Blair William & Co | 14,730 | $444.0K | 0.00% | −686−4.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 15,232 | $459.0K | 0.27% | −677−4.3% | Reduced |
| Ellevest, Inc. | 15,224 | $459.0K | 0.04% | +4,261+38.9% | Added |
| Quadrant Capital Group LLC | 15,527 | $468.0K | 0.06% | +1,514+10.8% | Added |
| Morningstar Investment Services LLC | 15,559 | $469.0K | 0.01% | +1,097+7.6% | Added |
| TD Waterhouse Canada Inc. | 14,729 | $470.3K | 0.00% | +14,729 | New |
| HighTower Advisors, LLC | 15,864 | $479.0K | 0.00% | +3,729+30.7% | Added |
| MBB Public Markets I LLC | 16,040 | $484.0K | 0.01% | +16,040 | New |
| Cubist Systematic Strategies, LLC | 16,321 | $492.0K | 0.00% | −58,041−78.1% | Reduced |
| State Street Corp | 17,310 | $522.0K | 0.00% | −2,623−13.2% | Reduced |
| Ergoteles LLC | 17,559 | $529.0K | 0.02% | −14,921−45.9% | Reduced |
| Intersect Capital LLC | 18,105 | $546.0K | 0.10% | +425+2.4% | Added |
| Greenleaf Trust | 18,226 | $550.0K | 0.01% | +162+0.9% | Added |
| Checchi Capital Advisers, LLC | 18,810 | $567.0K | 0.06% | −1,566−7.7% | Reduced |
| Corient Capital Partners, LLC | 18,862 | $569.0K | 0.04% | +4,526+31.6% | Added |
| D.A. Davidson & Co. | 19,981 | $603.0K | 0.01% | −125−0.6% | Reduced |
| First Manhattan Co | 20,010 | $603.0K | 0.00% | +5,823+41.0% | Added |
| J.W. Cole Advisors, Inc. | 20,139 | $607.0K | 0.04% | +97+0.5% | Added |
| Eaton Vance Management | 20,377 | $614.0K | 0.00% | +2,417+13.5% | Added |
| Quantamental Technologies LLC | 20,982 | $633.0K | 0.32% | +20,982 | New |
| Lake Street Advisors Group, LLC | 21,322 | $643.0K | 0.04% | +801+3.9% | Added |
| Clear Street Markets LLC | 21,400 | $645.0K | 0.06% | 00.0% | Unchanged |
| SEI Investments Co | 21,986 | $656.0K | 0.00% | +7,648+53.3% | Added |
| JustInvest LLC | 21,948 | $662.0K | 0.04% | +7,653+53.5% | Added |
| SeaBridge Investment Advisors LLC | 22,903 | $691.0K | 0.22% | +9,025+65.0% | Added |
| Systematic Alpha Investments, LLC | 23,000 | $693.0K | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 23,532 | $709.0K | 0.01% | +16,329+226.7% | Added |
| CIBC World Markets Inc. | 24,170 | $729.0K | 0.00% | +358+1.5% | Added |
| Signaturefd, LLC | 24,696 | $745.0K | 0.02% | +6,841+38.3% | Added |
| Ritholtz Wealth Management | 24,894 | $751.0K | 0.05% | +10,854+77.3% | Added |
| Mork Capital Management, LLC | 25,100 | $757.0K | 0.51% | −13,500−35.0% | Reduced |
| Jarislowsky, Fraser Ltd | 25,375 | $765.0K | 0.00% | −8,050−24.1% | Reduced |
| BNP Paribas Arbitrage, SA | 26,048 | $785.3K | 0.00% | +24,579+1,673.2% | Added |
| Advisor Group Holdings, Inc. | 26,621 | $804.0K | 0.00% | +5,799+27.9% | Added |