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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 27,067 | $816.0K | 0.04% | +27,067 | New |
| Karpas Strategies, LLC | 27,200 | $820.0K | 0.26% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 27,420 | $827.0K | 0.00% | −2,155−7.3% | Reduced |
| Invesco Ltd. | 27,777 | $837.0K | 0.00% | +19,568+238.4% | Added |
| Regions Financial Corp | 28,628 | $863.0K | 0.01% | −97−0.3% | Reduced |
| Profund Advisors LLC | 28,781 | $868.0K | 0.03% | −5,824−16.8% | Reduced |
| CIBC Private Wealth Group, LLC | 30,611 | $923.0K | 0.00% | −144−0.5% | Reduced |
| Pacer Advisors, Inc. | 32,058 | $967.0K | 0.01% | −404−1.2% | Reduced |
| Pathstone Family Office, LLC | 33,312 | $1.00M | 0.03% | +933+2.9% | Added |
| Oppenheimer & Co Inc | 34,678 | $1.05M | 0.02% | −1,111−3.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 36,070 | $1.09M | 0.00% | +17,799+97.4% | Added |
| Commonwealth Equity Services, LLC | 36,215 | $1.09M | 0.00% | +3,812+11.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 37,400 | $1.13M | 0.85% | −12,900−25.6% | Reduced |
| CSS LLC | 38,000 | $1.15M | 0.05% | +38,000 | New |
| Earnest Partners LLC | 39,465 | $1.19M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 39,606 | $1.20M | 0.00% | +2,126+5.7% | Added |
| The PNC Financial Services Group, Inc. | 40,025 | $1.21M | 0.00% | +5,111+14.6% | Added |
| LPL Financial LLC | 40,184 | $1.21M | 0.00% | +13,343+49.7% | 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 |
| Janus Henderson Group PLC | 40,787 | $1.23M | 0.00% | +8,799+27.5% | Added |
| PEAK6 Investments LLC | 42,365 | $1.28M | 0.04% | −11,159−20.8% | Reduced |
| Level Four Advisory Services, LLC | 43,984 | $1.33M | 0.10% | −1,422−3.1% | Reduced |
| Creative Planning | 47,768 | $1.44M | 0.00% | −38,991−44.9% | Reduced |
| Wetherby Asset Management Inc | 48,600 | $1.47M | 0.08% | +6,473+15.4% | Added |
| Northwestern Mutual Wealth Management Co | 49,751 | $1.50M | 0.00% | +14,636+41.7% | Added |
| US Bancorp | 54,848 | $1.65M | 0.00% | +4,060+8.0% | Added |
| Susquehanna Fundamental Investments, LLC | 55,596 | $1.68M | 0.04% | +55,596 | New |
| O'Shaughnessy Asset Management, LLC | 55,878 | $1.69M | 0.03% | +25,908+86.4% | Added |
| Simplex Trading, LLC | 56,355 | $1.70M | 0.06% | +7,891+16.3% | Added |
| Integrated Wealth Concepts LLC | 56,834 | $1.71M | 0.05% | +56,834 | New |
| Advisor Partners LLC | 58,416 | $1.76M | 0.11% | +3,193+5.8% | Added |
| RBF Capital, LLC | 60,000 | $1.81M | 0.11% | −60,005−50.0% | Reduced |
| Ethic Inc. | 62,515 | $1.89M | 0.15% | +19,800+46.4% | Added |
| Yousif Capital Management, LLC | 63,283 | $1.91M | 0.02% | +63,283 | New |
| West Family Investments, Inc. | 63,460 | $1.91M | 0.54% | +8,841+16.2% | Added |
| SG3 Management, LLC | 65,000 | $1.96M | 0.20% | +36,000+124.1% | Added |
| Bank of New York Mellon Corp | 69,377 | $2.09M | 0.00% | +5,554+8.7% | Added |
| Old Port Advisors | 68,201 | $2.21M | 0.75% | −294−0.4% | Reduced |
| Comerica Bank | 65,506 | $2.26M | 0.02% | −4,472−6.4% | Reduced |
| Envestnet Asset Management Inc | 75,755 | $2.28M | 0.00% | +14,424+23.5% | Added |
| M&T Bank Corp | 79,909 | $2.41M | 0.01% | −90−0.1% | Reduced |
| HRT Financial LP | 85,650 | $2.58M | 0.01% | −10,008−10.5% | Reduced |
| Citadel Advisors LLC | 85,641 | $2.58M | 0.00% | −2,233,129−96.3% | Reduced |
| Natixis Advisors, L.P. | 89,031 | $2.68M | 0.01% | +52,427+143.2% | Added |
| Susquehanna International Securities, Ltd. | 97,600 | $2.94M | 1.81% | +97,600 | New |
| Scotia Capital Inc. | 98,637 | $2.97M | 0.02% | +1,015+1.0% | Added |
| Barclays PLC | 100,586 | $3.03M | 0.00% | +373+0.4% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $3.24M | 1.23% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 108,670 | $3.28M | 0.02% | +50,177+85.8% | Added |
| Verition Fund Management LLC | 109,845 | $3.31M | 0.04% | +37,207+51.2% | Added |
| UBS Group AG | 116,174 | $3.50M | 0.00% | −216,142−65.0% | Reduced |
| Private Advisor Group, LLC | 120,761 | $3.64M | 0.03% | −78,982−39.5% | Reduced |
| Raymond James & Associates | 156,390 | $4.71M | 0.00% | −6,142−3.8% | Reduced |
| Twin Tree Management, LP | 157,506 | $4.75M | 0.12% | +24,968+18.8% | Added |
| American Assets Investment Management, LLC | 166,918 | $5.03M | 0.54% | 00.0% | Unchanged |
| Wells Fargo & Company | 167,341 | $5.05M | 0.00% | −12,778−7.1% | Reduced |
| American Century Companies Inc | 177,700 | $5.36M | 0.00% | +15,843+9.8% | Added |
| FMR LLC | 207,307 | $6.25M | 0.00% | +57,778+38.6% | Added |
| Segantii Capital Management Ltd | 212,093 | $6.38M | 0.21% | +12,093+6.0% | Added |
| Crossmark Global Holdings, Inc. | 258,133 | $7.78M | 0.17% | +5,433+2.1% | Added |
| Balyasny Asset Management LLC | 310,456 | $9.36M | 0.04% | +310,456 | New |
| Ensign Peak Advisors, Inc | 323,539 | $9.76M | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 297,201 | $9.89M | 0.02% | +12,581+4.4% | Added |
| Geode Capital Management, LLC | 352,761 | $10.6M | 0.00% | −65,901−15.7% | Reduced |
| Bank of America Corp | 353,907 | $10.7M | 0.00% | +74,646+26.7% | Added |
| Ameriprise Financial Inc | 429,467 | $13.0M | 0.00% | +24,625+6.1% | Added |
| Susquehanna International Group, LLP | 436,100 | $13.1M | 0.02% | +418,563+2,386.7% | Added |
| Bank of Montreal | 515,766 | $15.6M | 0.01% | −30,953−5.7% | Reduced |
| Optiver Holding B.V. | 863,190 | $24.9M | 0.03% | +569,723+194.1% | Added |
| Royal Bank of Canada | 1,119,309 | $33.7M | 0.01% | −23,512−2.1% | Reduced |
| LMR Partners LLP | 1,234,154 | $37.1M | 0.49% | +250,871+25.5% | Added |
| BlackRock Inc. | 1,468,540 | $44.3M | 0.00% | +249,921+20.5% | Added |
| Morgan Stanley | 1,476,993 | $44.5M | 0.01% | −335,853−18.5% | Reduced |
| Credit Suisse AG | 1,663,827 | $50.2M | 0.04% | −1,007,570−37.7% | Reduced |
| Northern Trust Corp | 1,739,366 | $52.4M | 0.01% | +131,650+8.2% | Added |
| Citigroup Inc | 1,879,075 | $56.7M | 0.05% | +398,822+26.9% | Added |
| Goldman Sachs Group Inc | 2,295,086 | $69.2M | 0.02% | +281,073+14.0% | Added |
| Norges Bank | 2,374,000 | $71.6M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 2,963,343 | $89.3M | 0.11% | −718,000−19.5% | Reduced |
| Parametric Portfolio Associates LLC | 3,201,774 | $96.5M | 0.05% | +670,107+26.5% | Added |
| JPMorgan Chase & Co | 3,374,145 | $101.7M | 0.01% | +124,185+3.8% | Added |
| Jane Street Group, LLC | 3,742,749 | $112.8M | 0.22% | +932,611+33.2% | Added |
| Dimensional Fund Advisors LP | 9,502,387 | $286.5M | 0.09% | +220,788+2.4% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −114,297−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −49,673−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −47,217−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −40,811−100.0% | Sold out |
| Tweedy, Browne Co LLC | 0 | $0 | 0.00% | −36,786−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −36,805−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −20,412−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −19,186−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −13,786−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,756−100.0% | Sold out |
| American National Insurance Co | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −11,621−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −11,641−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −9,785−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −7,838−100.0% | Sold out |