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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 20,139 | $607.0K | 0.04% | +97+0.5% | 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 |
| Corient Capital Partners, LLC | 18,862 | $569.0K | 0.04% | +4,526+31.6% | Added |
| Checchi Capital Advisers, LLC | 18,810 | $567.0K | 0.06% | −1,566−7.7% | Reduced |
| Greenleaf Trust | 18,226 | $550.0K | 0.01% | +162+0.9% | Added |
| Intersect Capital LLC | 18,105 | $546.0K | 0.10% | +425+2.4% | Added |
| Ergoteles LLC | 17,559 | $529.0K | 0.02% | −14,921−45.9% | Reduced |
| State Street Corp | 17,310 | $522.0K | 0.00% | −2,623−13.2% | Reduced |
| Cubist Systematic Strategies, LLC | 16,321 | $492.0K | 0.00% | −58,041−78.1% | Reduced |
| MBB Public Markets I LLC | 16,040 | $484.0K | 0.01% | +16,040 | New |
| HighTower Advisors, LLC | 15,864 | $479.0K | 0.00% | +3,729+30.7% | Added |
| TD Waterhouse Canada Inc. | 14,729 | $470.3K | 0.00% | +14,729 | New |
| Morningstar Investment Services LLC | 15,559 | $469.0K | 0.01% | +1,097+7.6% | Added |
| Quadrant Capital Group LLC | 15,527 | $468.0K | 0.06% | +1,514+10.8% | Added |
| 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 |
| Blair William & Co | 14,730 | $444.0K | 0.00% | −686−4.4% | Reduced |
| Mercer Global Advisors Inc | 14,095 | $425.0K | 0.00% | +3,896+38.2% | Added |
| Wolverine Trading, LLC | 13,490 | $407.0K | 0.01% | −8,613−39.0% | Reduced |
| American Trust Investment Advisors, LLC | 12,565 | $379.0K | 0.19% | +150+1.2% | Added |
| Two Sigma Securities, LLC | 11,979 | $361.0K | 0.07% | −11,346−48.6% | Reduced |
| Mariner, LLC | 11,929 | $360.0K | 0.00% | +11,929 | New |
| National Bank of Canada | 11,547 | $348.0K | 0.00% | +11,547 | New |
| Clarius Group, LLC | 11,357 | $342.0K | 0.03% | +11,357 | New |
| Cerity Partners LLC | 11,147 | $337.0K | 0.01% | +11,147 | New |
| Clearbridge Investments, LLC | 10,970 | $331.0K | 0.00% | +89+0.8% | Added |
| Sage Rhino Capital LLC | 10,872 | $328.0K | 0.09% | +2,348+27.5% | Added |
| Courier Capital LLC | 10,737 | $324.0K | 0.03% | +20.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,633 | $321.0K | 0.00% | +10,633 | New |
| Investors Research Corp | 10,266 | $310.0K | 0.09% | 00.0% | Unchanged |
| Truist Financial Corp | 10,258 | $309.0K | 0.00% | +648+6.7% | Added |
| 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 |
| Bluestein R H & Co | 10,000 | $302.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 10,000 | $301.0K | 0.16% | +10,000 | New |
| Franklin Resources Inc | 9,765 | $295.0K | 0.00% | −215−2.2% | 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 |
| Raymond James Financial Services Advisors, Inc. | 9,413 | $284.0K | 0.00% | −1,497−13.7% | Reduced |
| Cresset Asset Management, LLC | 9,338 | $282.0K | 0.00% | −6,189−39.9% | Reduced |
| Evergreen Capital Management LLC | 9,295 | $280.0K | 0.01% | +1,653+21.6% | 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 |
| Dorsey & Whitney Trust CO LLC | 8,975 | $271.0K | 0.02% | +228+2.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,762 | $264.0K | 0.05% | +8,762 | New |
| WNY Asset Management, LLC | 8,650 | $262.0K | 0.08% | −1,350−13.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 8,659 | $261.0K | 0.17% | +8,659 | New |
| Guggenheim Capital LLC | 8,620 | $260.0K | 0.00% | −18,894−68.7% | Reduced |
| Allie Family Office LLC | 8,504 | $256.0K | 0.20% | +8,504 | New |
| MML Investors Services, LLC | 8,390 | $253.0K | 0.00% | +8,390 | New |
| Cetera Advisor Networks LLC | 8,140 | $245.0K | 0.00% | +8,140 | New |
| 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 |
| Parallel Advisors, LLC | 7,689 | $232.0K | 0.01% | +1,460+23.4% | Added |
| Baldwin Investment Management, LLC | 7,633 | $230.0K | 0.06% | +7,633 | New |
| Fisher Asset Management, LLC | 7,542 | $227.0K | 0.00% | −830−9.9% | Reduced |
| Wedbush Securities Inc | 7,327 | $221.0K | 0.01% | −2,894−28.3% | Reduced |
| Flow Traders U.S. LLC | 7,032 | $212.0K | 0.01% | −2,121−23.2% | Reduced |
| 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 |
| CenterStar Asset Management, LLC | – | $210.0K | 0.16% | – | New |
| LGT Group Foundation | 6,925 | $209.0K | 0.01% | +6,925 | 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 |
| Blueprint Investment Partners LLC | 5,498 | $165.8K | 0.04% | +5,498 | New |
| Lindbrook Capital, LLC | 4,489 | $135.0K | 0.02% | +897+25.0% | Added |
| Rosenberg Matthew Hamilton | 3,835 | $116.0K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,461 | $104.0K | 0.00% | +1,441+71.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,334 | $101.0K | 0.00% | −329−9.0% | Reduced |
| JCIC Asset Management Inc. | 3,210 | $97.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,160 | $95.3K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,983 | $90.0K | 0.00% | +173+6.2% | Added |
| Group One Trading, L.P. | 2,320 | $70.0K | 0.00% | −377,552−99.4% | Reduced |
| Glassman Wealth Services | 2,060 | $62.0K | 0.01% | +550+36.4% | Added |
| Aquatic Capital Management LLC | 2,000 | $60.0K | 0.12% | +2,000 | New |
| 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 |
| Spire Wealth Management | 1,785 | $54.0K | 0.00% | +955+115.1% | Added |
| 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 |
| 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 |
| Toronto Dominion Bank | 1,427 | $43.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,433 | $43.0K | 0.00% | +391+37.5% | Added |
| HHM Wealth Advisors, LLC | 1,400 | $42.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,401 | $42.0K | 0.00% | +1+0.1% | Added |
| Private Capital Group, LLC | 1,370 | $41.0K | 0.01% | +85+6.6% | Added |
| BerganKDV Wealth Management, LLC | 1,211 | $37.0K | 0.00% | −1,000−45.2% | Reduced |
| CoreFirst Bank & Trust | 1,108 | $33.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,024 | $30.0K | 0.00% | −264−20.5% | Reduced |
| Salem Investment Counselors Inc | 1,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 984 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 976 | $29.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 958 | $29.0K | 0.02% | +141+17.3% | Added |
| Zions Bancorporation, N.A. | 938 | $28.0K | 0.00% | −12−1.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 907 | $27.0K | 0.00% | 00.0% | Unchanged |