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, Q1 2022
Institutional positions in HSBC Holdings PLC as of Mar 31, 2022. 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
- 297
- +17 vs. Q4 2021
- Shares held
- 49.8M
- +2.07M (+4.3%) vs. Q4 2021
- Total value
- $1.70B
- +$265.7M (+18.5%) vs. Q4 2021
- New holders
- 54
- 109 more added
- Sold out
- 37
- 57 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 9,833,179 | $336.5M | 0.10% | +330,792+3.5% | Added |
| Goldman Sachs Group Inc | 3,738,851 | $127.9M | 0.03% | +1,443,765+62.9% | Added |
| Parametric Portfolio Associates LLC | 3,650,653 | $124.9M | 0.07% | +448,879+14.0% | Added |
| Jane Street Group, LLC | 2,832,328 | $96.9M | 0.18% | −910,421−24.3% | Reduced |
| Renaissance Technologies LLC | 2,805,243 | $96.0M | 0.11% | −158,100−5.3% | Reduced |
| JPMorgan Chase & Co | 2,392,594 | $81.9M | 0.01% | −981,551−29.1% | Reduced |
| Norges Bank | 2,252,000 | $77.1M | 0.02% | −122,000−5.1% | Reduced |
| Northern Trust Corp | 1,752,609 | $60.0M | 0.01% | +13,243+0.8% | Added |
| BlackRock Inc. | 1,676,933 | $57.4M | 0.00% | +208,393+14.2% | Added |
| Credit Suisse AG | 1,519,075 | $52.0M | 0.04% | −144,752−8.7% | Reduced |
| Citigroup Inc | 1,483,669 | $50.8M | 0.05% | −395,406−21.0% | Reduced |
| Citadel Advisors LLC | 1,198,586 | $41.0M | 0.05% | +1,112,945+1,299.5% | Added |
| Morgan Stanley | 1,139,058 | $39.0M | 0.01% | −337,935−22.9% | Reduced |
| Royal Bank of Canada | 1,106,665 | $37.9M | 0.01% | −12,644−1.1% | Reduced |
| FIL Ltd | 1,084,691 | $37.1M | 0.04% | +1,084,691 | New |
| LMR Partners LLP | 826,067 | $28.6M | 0.42% | −408,087−33.1% | Reduced |
| FMR LLC | 775,136 | $26.5M | 0.00% | +567,829+273.9% | Added |
| Bank of America Corp | 505,269 | $17.3M | 0.00% | +151,362+42.8% | Added |
| Ensign Peak Advisors, Inc | 446,413 | $15.3M | 0.03% | +122,874+38.0% | Added |
| Ameriprise Financial Inc | 434,524 | $14.9M | 0.00% | +5,057+1.2% | Added |
| Russell Investments Group, Ltd. | 309,794 | $11.8M | 0.02% | +12,593+4.2% | Added |
| Castle Hook Partners LP | 305,810 | $10.5M | 1.02% | +305,810 | New |
| Crossmark Global Holdings, Inc. | 269,474 | $9.22M | 0.21% | +11,341+4.4% | Added |
| Segantii Capital Management Ltd | 260,671 | $9.02M | 0.34% | +48,578+22.9% | Added |
| Capricorn Fund Managers Ltd | 255,228 | $8.73M | 2.13% | +255,228 | New |
| Balyasny Asset Management LLC | 242,828 | $8.31M | 0.04% | −67,628−21.8% | Reduced |
| Millennium Management LLC | 227,681 | $7.79M | 0.01% | +227,681 | New |
| Bank of Montreal | 224,174 | $7.73M | 0.00% | −291,592−56.5% | Reduced |
| Renaissance Group LLC | 204,411 | $7.00M | 0.31% | +204,411 | New |
| American Century Companies Inc | 204,266 | $6.99M | 0.00% | +26,566+14.9% | Added |
| Marshall Wace, LLP | 194,407 | $6.65M | 0.01% | +194,407 | New |
| Wells Fargo & Company | 183,391 | $6.28M | 0.00% | +16,050+9.6% | Added |
| Envestnet Asset Management Inc | 182,734 | $6.25M | 0.00% | +106,979+141.2% | Added |
| Old Mission Capital LLC | 178,466 | $6.11M | 0.18% | +178,466 | New |
| American Assets Investment Management, LLC | 166,918 | $5.71M | 0.60% | 00.0% | Unchanged |
| Raymond James & Associates | 155,358 | $5.32M | 0.00% | −1,032−0.7% | Reduced |
| Samlyn Capital, LLC | 153,643 | $5.26M | 0.08% | +153,643 | New |
| UBS Group AG | 149,161 | $5.10M | 0.00% | +32,987+28.4% | Added |
| Aaron Wealth Advisors | 167,609 | $4.90M | 0.10% | +167,609 | New |
| Private Advisor Group, LLC | 135,126 | $4.62M | 0.04% | +14,365+11.9% | Added |
| Dorsey Wright & Associates | 124,095 | $4.25M | 0.99% | +124,095 | New |
| Natixis Advisors, L.P. | 118,435 | $4.05M | 0.02% | +29,404+33.0% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $3.68M | 1.43% | 00.0% | Unchanged |
| M&T Bank Corp | 100,414 | $3.44M | 0.02% | +20,505+25.7% | Added |
| Scotia Capital Inc. | 100,204 | $3.43M | 0.02% | +1,567+1.6% | Added |
| PEAK6 Investments LLC | 97,867 | $3.35M | 0.10% | +55,502+131.0% | Added |
| Cantor Fitzgerald, L. P. | 94,508 | $3.23M | 0.24% | +94,508 | New |
| Ethic Inc. | 90,328 | $3.09M | 0.21% | +27,813+44.5% | Added |
| Creative Planning | 84,003 | $2.88M | 0.00% | +36,235+75.9% | Added |
| Bank of New York Mellon Corp | 79,629 | $2.73M | 0.00% | +10,252+14.8% | Added |
| Cubist Systematic Strategies, LLC | 75,314 | $2.58M | 0.02% | +58,993+361.5% | Added |
| O'Shaughnessy Asset Management, LLC | 75,118 | $2.57M | 0.04% | +19,240+34.4% | Added |
| Susquehanna Fundamental Investments, LLC | 74,966 | $2.56M | 0.05% | +19,370+34.8% | Added |
| Old Port Advisors | 68,611 | $2.38M | 0.81% | +410+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 69,247 | $2.37M | 0.00% | +19,496+39.2% | Added |
| Stifel Financial Corp | 68,514 | $2.34M | 0.00% | +28,908+73.0% | Added |
| Comerica Bank | 65,700 | $2.30M | 0.02% | +194+0.3% | Added |
| Group One Trading, L.P. | 64,595 | $2.21M | 0.05% | +62,275+2,684.3% | Added |
| West Family Investments, Inc. | 63,879 | $2.19M | 0.62% | +419+0.7% | Added |
| Yousif Capital Management, LLC | 63,283 | $2.17M | 0.02% | 00.0% | Unchanged |
| US Bancorp | 60,936 | $2.08M | 0.00% | +6,088+11.1% | Added |
| Integrated Wealth Concepts LLC | 60,574 | $2.07M | 0.06% | +3,740+6.6% | Added |
| Advisor Partners LLC | 56,780 | $1.94M | 0.12% | −1,636−2.8% | Reduced |
| Wetherby Asset Management Inc | 50,773 | $1.74M | 0.10% | +2,173+4.5% | Added |
| Veriti Management LLC | 49,304 | $1.69M | 0.20% | +9,086+22.6% | Added |
| Barclays PLC | 48,975 | $1.68M | 0.00% | −51,611−51.3% | Reduced |
| HighTower Advisors, LLC | 48,310 | $1.65M | 0.00% | +32,446+204.5% | Added |
| CSS LLC | 44,500 | $1.52M | 0.06% | +6,500+17.1% | Added |
| The PNC Financial Services Group, Inc. | 40,745 | $1.39M | 0.00% | +720+1.8% | Added |
| Level Four Advisory Services, LLC | 40,491 | $1.39M | 0.11% | −3,493−7.9% | Reduced |
| RBF Capital, LLC | 40,000 | $1.38M | 0.09% | −20,000−33.3% | Reduced |
| Earnest Partners LLC | 39,295 | $1.34M | 0.01% | −170−0.4% | Reduced |
| JustInvest LLC | 37,228 | $1.27M | 0.06% | +15,280+69.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 36,800 | $1.26M | 0.94% | −600−1.6% | Reduced |
| Oppenheimer & Co Inc | 35,593 | $1.22M | 0.02% | +915+2.6% | Added |
| Seven Eight Capital, LP | 33,799 | $1.16M | 0.15% | +33,799 | New |
| Commonwealth Equity Services, LLC | 33,659 | $1.15M | 0.00% | −2,556−7.1% | Reduced |
| Susquehanna International Group, LLP | 32,431 | $1.11M | 0.00% | −403,669−92.6% | Reduced |
| Janney Montgomery Scott LLC | 32,448 | $1.11M | 0.00% | +5,028+18.3% | Added |
| Pathstone Family Office, LLC | 31,357 | $1.11M | 0.03% | −1,955−5.9% | Reduced |
| Advisor Group Holdings, Inc. | 32,190 | $1.09M | 0.00% | +5,569+20.9% | Added |
| CIBC Private Wealth Group, LLC | 31,698 | $1.08M | 0.00% | +1,087+3.6% | Added |
| Ritholtz Wealth Management | 30,694 | $1.05M | 0.07% | +5,800+23.3% | Added |
| LPL Financial LLC | 30,371 | $1.04M | 0.00% | −9,813−24.4% | Reduced |
| Altium Wealth Management LLC | 29,399 | $1.01M | 0.06% | +19,869+208.5% | Added |
| Signaturefd, LLC | 29,362 | $1.00M | 0.03% | +4,666+18.9% | Added |
| Profund Advisors LLC | 28,834 | $987.0K | 0.04% | +53+0.2% | Added |
| Regions Financial Corp | 28,628 | $980.0K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 28,239 | $969.0K | 0.00% | +6,253+28.4% | Added |
| Karpas Strategies, LLC | 27,200 | $931.0K | 0.29% | 00.0% | Unchanged |
| Forum Financial Management, LP | 27,067 | $926.0K | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 26,539 | $908.0K | 0.00% | +2,369+9.8% | Added |
| MUFG Americas Holdings Corp | 25,895 | $886.0K | 0.02% | +25,469+5,978.6% | Added |
| Lake Street Advisors Group, LLC | 25,070 | $858.0K | 0.05% | +3,748+17.6% | Added |
| Bayesian Capital Management, LP | 24,832 | $850.0K | 0.13% | +17,832+254.7% | Added |
| Thoroughbred Financial Services, LLC | 24,706 | $845.0K | 0.14% | +24,706 | New |
| SeaBridge Investment Advisors LLC | 23,927 | $819.0K | 0.24% | +1,024+4.5% | Added |
| Lazard Asset Management LLC | 23,777 | $813.0K | 0.00% | +23,776+2,377,600.0% | Added |
| Mitchell Capital Management Co | 23,489 | $804.0K | 0.18% | +23,489 | New |
| Systematic Alpha Investments, LLC | 23,000 | $787.0K | 0.04% | 00.0% | Unchanged |