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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1,845 | $93.0K | 0.00% | +1,045+130.6% | Added |
| Steward Partners Investment Advisory, LLC | 2,806 | $96.0K | 0.00% | +928+49.4% | Added |
| Federation des caisses Desjardins du Quebec | 2,815 | $96.3K | 0.00% | −345−10.9% | Reduced |
| Cyrus J. Lawrence, LLC | 3,063 | $104.0K | 0.02% | +3,063 | New |
| JCIC Asset Management Inc. | 3,235 | $111.0K | 0.03% | +25+0.8% | Added |
| CWM, LLC | 3,311 | $113.0K | 0.00% | +1,783+116.7% | Added |
| Tower Research Capital LLC (TRC) | 3,676 | $126.0K | 0.00% | +3,420+1,335.9% | Added |
| Rosenberg Matthew Hamilton | 3,835 | $131.0K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,189 | $146.0K | 0.00% | +1,206+40.4% | Added |
| New York State Common Retirement Fund | 4,422 | $151.0K | 0.00% | +4,422 | New |
| Lindbrook Capital, LLC | 4,471 | $153.0K | 0.02% | −18−0.4% | Reduced |
| Clear Street Markets LLC | 4,600 | $157.0K | 0.05% | −16,800−78.5% | Reduced |
| National Bank of Canada | 5,047 | $173.0K | 0.00% | −6,500−56.3% | Reduced |
| CenterStar Asset Management, LLC | – | $185.0K | 0.13% | – | – |
| GQG Partners LLC | 6,001 | $205.0K | 0.00% | +6,001 | New |
| Freestone Capital Holdings, LLC | 6,056 | $207.0K | 0.01% | +6,056 | New |
| Cutler Group LP | 6,058 | $207.0K | 0.02% | +6,058 | New |
| TownSquare Capital, LLC | 6,236 | $213.0K | 0.01% | +6,236 | New |
| Optas, LLC | 6,302 | $216.0K | 0.07% | +6,302 | New |
| Prudential Financial Inc | 6,337 | $217.0K | 0.00% | +6,337 | New |
| Boston Private Wealth LLC | 6,395 | $218.0K | 0.00% | +6,395 | New |
| CAPROCK Group, Inc. | 6,131 | $226.0K | 0.02% | +6,131 | New |
| Geneos Wealth Management Inc. | 6,695 | $229.0K | 0.01% | +4+0.1% | Added |
| Twin Tree Management, LP | 6,710 | $230.0K | 0.00% | −150,796−95.7% | Reduced |
| Personal Cfo Solutions, LLC | 6,828 | $234.0K | 0.05% | +6,828 | New |
| Guggenheim Capital LLC | 6,945 | $238.0K | 0.00% | −1,675−19.4% | Reduced |
| Flow Traders U.S. LLC | 6,996 | $239.0K | 0.01% | −36−0.5% | Reduced |
| Gabelli Funds LLC | 7,000 | $240.0K | 0.00% | 00.0% | Unchanged |
| LGT Group Foundation | 6,925 | $240.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 7,269 | $249.0K | 0.01% | −58−0.8% | Reduced |
| Vise Technologies, Inc. | 7,272 | $249.0K | 0.09% | +7,272 | New |
| Glenmede Trust Co NA | 7,448 | $254.0K | 0.00% | −544−6.8% | Reduced |
| Baldwin Investment Management, LLC | 7,583 | $259.0K | 0.07% | −50−0.7% | Reduced |
| Neuberger Berman Group LLC | 7,627 | $261.0K | 0.00% | +7,627 | New |
| Parallel Advisors, LLC | 7,589 | $262.0K | 0.01% | −100−1.3% | Reduced |
| WNY Asset Management, LLC | 7,750 | $264.0K | 0.08% | −900−10.4% | Reduced |
| Fisher Asset Management, LLC | 7,970 | $273.0K | 0.00% | +428+5.7% | Added |
| Summit Global Investments | 8,143 | $279.0K | 0.02% | +8,143 | New |
| BSW Wealth Partners | 8,294 | $284.0K | 0.07% | +8,294 | New |
| Schechter Investment Advisors, LLC | 8,462 | $290.0K | 0.03% | +8,462 | New |
| Allie Family Office LLC | 8,504 | $291.0K | 0.22% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 8,603 | $294.0K | 0.00% | +463+5.7% | Added |
| Bailard, Inc. | 8,701 | $298.0K | 0.01% | +8,701 | New |
| HighMark Wealth Management LLC | 9,008 | $308.0K | 0.21% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 9,034 | $309.0K | 0.12% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 9,168 | $314.0K | 0.01% | +9,168 | New |
| Vestmark Advisory Solutions, Inc. | 9,268 | $317.0K | 0.02% | +9,268 | New |
| Dorsey & Whitney Trust CO LLC | 9,345 | $320.0K | 0.03% | +370+4.1% | Added |
| Deutsche Bank AG | 9,565 | $327.0K | 0.00% | −481−4.8% | Reduced |
| Courier Capital LLC | 9,927 | $340.0K | 0.03% | −810−7.5% | Reduced |
| Clarius Group, LLC | 11,357 | $342.0K | 0.03% | 00.0% | Unchanged |
| Bluestein R H & Co | 10,000 | $342.0K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 10,000 | $342.0K | 0.00% | +10,000 | New |
| MML Investors Services, LLC | 10,229 | $350.0K | 0.00% | +1,839+21.9% | Added |
| Investors Research Corp | 10,266 | $351.0K | 0.10% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,424 | $357.0K | 0.01% | +388+3.9% | Added |
| Cresset Asset Management, LLC | 10,486 | $368.0K | 0.00% | +1,148+12.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 10,795 | $369.0K | 0.24% | +2,136+24.7% | Added |
| Clearbridge Investments, LLC | 10,959 | $375.0K | 0.00% | −11−0.1% | Reduced |
| APG Asset Management N.V. | 12,334 | $379.0K | 0.00% | +12,334 | New |
| Bokf, NA | 11,375 | $389.0K | 0.01% | +1,847+19.4% | Added |
| Sage Rhino Capital LLC | 11,455 | $392.0K | 0.12% | +583+5.4% | Added |
| Blueprint Investment Partners LLC | 11,489 | $393.0K | 0.10% | +5,991+109.0% | Added |
| Simplex Trading, LLC | 11,730 | $401.0K | 0.01% | −44,625−79.2% | Reduced |
| Sequoia Financial Advisors, LLC | 11,750 | $402.0K | 0.01% | +3,794+47.7% | Added |
| Franklin Resources Inc | 11,925 | $408.0K | 0.00% | +2,160+22.1% | Added |
| American Trust Investment Advisors, LLC | 12,565 | $430.0K | 0.22% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 12,986 | $444.0K | 0.08% | +4,224+48.2% | Added |
| Evergreen Capital Management LLC | 13,045 | $446.0K | 0.02% | +3,750+40.3% | Added |
| Parallax Volatility Advisers, L.P. | 13,413 | $459.0K | 0.01% | −10,119−43.0% | Reduced |
| State Street Corp | 14,217 | $499.0K | 0.00% | −3,093−17.9% | Reduced |
| Safeguard Investment Advisory Group, LLC | 14,883 | $509.0K | 0.35% | −349−2.3% | Reduced |
| Blair William & Co | 15,274 | $523.0K | 0.00% | +544+3.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,494 | $564.0K | 0.00% | +5,861+55.1% | Added |
| Truist Financial Corp | 16,527 | $566.0K | 0.00% | +6,269+61.1% | Added |
| Morningstar Investment Services LLC | 16,461 | $567.0K | 0.01% | +902+5.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,555 | $601.0K | 0.00% | −18,515−51.3% | Reduced |
| Ellevest, Inc. | 17,714 | $606.0K | 0.05% | +2,490+16.4% | Added |
| Cetera Advisors LLC | 17,872 | $612.0K | 0.01% | +17,872 | New |
| Mercer Global Advisors Inc | 17,976 | $615.0K | 0.00% | +3,881+27.5% | Added |
| Intersect Capital LLC | 18,772 | $642.0K | 0.12% | +667+3.7% | Added |
| TD Waterhouse Canada Inc. | 18,429 | $650.7K | 0.01% | +3,700+25.1% | Added |
| Greenleaf Trust | 19,017 | $651.0K | 0.01% | +791+4.3% | Added |
| Quadrant Capital Group LLC | 19,019 | $651.0K | 0.08% | +3,492+22.5% | Added |
| Corient Capital Partners, LLC | 19,438 | $665.0K | 0.04% | +576+3.1% | Added |
| Mariner, LLC | 19,450 | $666.0K | 0.00% | +7,521+63.0% | Added |
| D.A. Davidson & Co. | 19,550 | $669.0K | 0.01% | −431−2.2% | Reduced |
| J.W. Cole Advisors, Inc. | 19,789 | $677.0K | 0.05% | −350−1.7% | Reduced |
| Checchi Capital Advisers, LLC | 19,916 | $682.0K | 0.07% | +1,106+5.9% | Added |
| Qtron Investments LLC | 20,506 | $702.0K | 0.16% | +20,506 | New |
| McDonald Partners LLC | 21,363 | $731.0K | 0.16% | +21,363 | New |
| Eaton Vance Management | 21,541 | $737.0K | 0.00% | +1,164+5.7% | Added |
| Invesco Ltd. | 21,752 | $745.0K | 0.00% | −6,025−21.7% | Reduced |
| Jarislowsky, Fraser Ltd | 21,775 | $745.0K | 0.00% | −3,600−14.2% | Reduced |
| First Manhattan Co | 22,760 | $778.0K | 0.00% | +2,750+13.7% | Added |
| Systematic Alpha Investments, LLC | 23,000 | $787.0K | 0.04% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 23,489 | $804.0K | 0.18% | +23,489 | New |
| Lazard Asset Management LLC | 23,777 | $813.0K | 0.00% | +23,776+2,377,600.0% | Added |
| SeaBridge Investment Advisors LLC | 23,927 | $819.0K | 0.24% | +1,024+4.5% | Added |
| Thoroughbred Financial Services, LLC | 24,706 | $845.0K | 0.14% | +24,706 | New |