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 |
|---|---|---|---|---|---|
| Macroview Investment Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 9 | $0 | 0.00% | +9 | New |
| Ellis Investment Partners, LLC | 11 | $0 | 0.00% | +11 | New |
| Cullen/Frost Bankers, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 43 | $1.00K | 0.00% | +43 | New |
| Evoke Wealth, LLC | 25 | $1.00K | 0.00% | +25 | New |
| PFS Partners, LLC | 53 | $1.81K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $1.95K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 49 | $2.00K | 0.00% | −171−77.7% | Reduced |
| Endurance Wealth Management, Inc. | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 55 | $2.00K | 0.00% | +55 | New |
| Brown, Lisle/Cummings, Inc. | 67 | $2.29K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 68 | $2.35K | 0.00% | +6+9.7% | Added |
| Sutton Wealth Advisors Inc. | 81 | $2.77K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $3.00K | 0.00% | −101−50.2% | Reduced |
| Valley National Advisers Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 89 | $3.00K | 0.00% | −1−1.1% | Reduced |
| Tortoise Investment Management, LLC | 92 | $3.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 90 | $3.00K | 0.00% | +36+66.7% | Added |
| NVWM, LLC | 74 | $3.00K | 0.00% | +74 | New |
| RWM Asset Management, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Koshinski Asset Management, Inc. | 101 | $3.46K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 133 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 114 | $4.00K | 0.00% | +89+356.0% | Added |
| San Luis Wealth Advisors LLC | 136 | $4.00K | 0.00% | +136 | New |
| Duncker Streett & Co Inc | 148 | $5.00K | 0.00% | −149−50.2% | Reduced |
| Cordasco Financial Network | 150 | $5.00K | 0.00% | −58−27.9% | Reduced |
| American Research & Management Co. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 146 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 143 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 131 | $5.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 141 | $5.00K | 0.00% | +141 | New |
| BNP Paribas Arbitrage, SA | 160 | $5.47K | 0.00% | −25,888−99.4% | Reduced |
| Hantz Financial Services, Inc. | 171 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 163 | $6.00K | 0.00% | −9−5.2% | Reduced |
| Money Concepts Capital Corp | 175 | $6.00K | 0.00% | +175 | New |
| American Portfolios Advisors | 202 | $6.91K | 0.00% | +89+78.8% | Added |
| Plante Moran Financial Advisors, LLC | 219 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 208 | $7.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 241 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 242 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 227 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 254 | $8.92K | 0.00% | +254 | New |
| Bartlett & Co. LLC | 254 | $9.00K | 0.00% | +254 | New |
| M&R Capital Management Inc | 312 | $10.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 306 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 279 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 335 | $11.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 324 | $11.0K | 0.01% | +71+28.1% | Added |
| Macquarie Group Ltd | 343 | $12.0K | 0.00% | +343 | New |
| TCWP LLC | 352 | $12.0K | 0.00% | +352 | New |
| Fifth Third Bancorp | 385 | $13.0K | 0.00% | −1,048−73.1% | Reduced |
| Bedel Financial Consulting, Inc. | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 464 | $16.0K | 0.00% | +464 | New |
| Atlas Capital Advisors LLC | 613 | $21.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 607 | $21.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 670 | $23.0K | 0.00% | −1,115−62.5% | Reduced |
| Sargent Bickham Lagudis LLC | 757 | $26.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 809 | $28.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 826 | $28.0K | 0.01% | +575+229.1% | Added |
| Global Retirement Partners, LLC | 922 | $30.0K | 0.00% | −36−3.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 907 | $31.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 989 | $33.8K | 0.00% | +884+841.9% | Added |
| Salem Investment Counselors Inc | 1,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 999 | $34.0K | 0.00% | +61+6.5% | Added |
| JFS Wealth Advisors, LLC | 1,054 | $36.0K | 0.00% | +821+352.4% | Added |
| CoreFirst Bank & Trust | 1,108 | $38.0K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,150 | $39.0K | 0.01% | +247+27.4% | Added |
| BerganKDV Wealth Management, LLC | 1,211 | $41.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,400 | $48.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,413 | $48.0K | 0.00% | +437+44.8% | Added |
| Toronto Dominion Bank | 1,427 | $49.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,459 | $51.0K | 0.01% | +89+6.5% | Added |
| Whittier Trust Co | 1,515 | $52.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,643 | $56.0K | 0.00% | +619+60.4% | Added |
| Umb Bank N A | 1,732 | $59.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,792 | $61.0K | 0.00% | −1,669−48.2% | Reduced |
| Fieldpoint Private Securities, LLC | 1,865 | $64.0K | 0.01% | +130+7.5% | Added |
| Selective Wealth Management, Inc. | 1,885 | $65.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,335 | $80.0K | 0.01% | +275+13.3% | Added |
| Huntington National Bank | 2,428 | $83.0K | 0.00% | +1,027+73.3% | Added |