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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 24,832 | $850.0K | 0.13% | +17,832+254.7% | Added |
| Lake Street Advisors Group, LLC | 25,070 | $858.0K | 0.05% | +3,748+17.6% | Added |
| MUFG Americas Holdings Corp | 25,895 | $886.0K | 0.02% | +25,469+5,978.6% | Added |
| CIBC World Markets Inc. | 26,539 | $908.0K | 0.00% | +2,369+9.8% | Added |
| Forum Financial Management, LP | 27,067 | $926.0K | 0.04% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 27,200 | $931.0K | 0.29% | 00.0% | Unchanged |
| SEI Investments Co | 28,239 | $969.0K | 0.00% | +6,253+28.4% | Added |
| Regions Financial Corp | 28,628 | $980.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 28,834 | $987.0K | 0.04% | +53+0.2% | Added |
| Signaturefd, LLC | 29,362 | $1.00M | 0.03% | +4,666+18.9% | Added |
| Altium Wealth Management LLC | 29,399 | $1.01M | 0.06% | +19,869+208.5% | Added |
| LPL Financial LLC | 30,371 | $1.04M | 0.00% | −9,813−24.4% | Reduced |
| Ritholtz Wealth Management | 30,694 | $1.05M | 0.07% | +5,800+23.3% | Added |
| CIBC Private Wealth Group, LLC | 31,698 | $1.08M | 0.00% | +1,087+3.6% | Added |
| Advisor Group Holdings, Inc. | 32,190 | $1.09M | 0.00% | +5,569+20.9% | Added |
| Pathstone Family Office, LLC | 31,357 | $1.11M | 0.03% | −1,955−5.9% | 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 |
| Commonwealth Equity Services, LLC | 33,659 | $1.15M | 0.00% | −2,556−7.1% | Reduced |
| Seven Eight Capital, LP | 33,799 | $1.16M | 0.15% | +33,799 | New |
| Oppenheimer & Co Inc | 35,593 | $1.22M | 0.02% | +915+2.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 36,800 | $1.26M | 0.94% | −600−1.6% | Reduced |
| JustInvest LLC | 37,228 | $1.27M | 0.06% | +15,280+69.6% | Added |
| Earnest Partners LLC | 39,295 | $1.34M | 0.01% | −170−0.4% | Reduced |
| RBF Capital, LLC | 40,000 | $1.38M | 0.09% | −20,000−33.3% | Reduced |
| Level Four Advisory Services, LLC | 40,491 | $1.39M | 0.11% | −3,493−7.9% | Reduced |
| The PNC Financial Services Group, Inc. | 40,745 | $1.39M | 0.00% | +720+1.8% | Added |
| CSS LLC | 44,500 | $1.52M | 0.06% | +6,500+17.1% | Added |
| HighTower Advisors, LLC | 48,310 | $1.65M | 0.00% | +32,446+204.5% | Added |
| Barclays PLC | 48,975 | $1.68M | 0.00% | −51,611−51.3% | Reduced |
| Veriti Management LLC | 49,304 | $1.69M | 0.20% | +9,086+22.6% | Added |
| Wetherby Asset Management Inc | 50,773 | $1.74M | 0.10% | +2,173+4.5% | Added |
| Advisor Partners LLC | 56,780 | $1.94M | 0.12% | −1,636−2.8% | Reduced |
| Integrated Wealth Concepts LLC | 60,574 | $2.07M | 0.06% | +3,740+6.6% | Added |
| US Bancorp | 60,936 | $2.08M | 0.00% | +6,088+11.1% | Added |
| Yousif Capital Management, LLC | 63,283 | $2.17M | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 63,879 | $2.19M | 0.62% | +419+0.7% | Added |
| Group One Trading, L.P. | 64,595 | $2.21M | 0.05% | +62,275+2,684.3% | Added |
| Comerica Bank | 65,700 | $2.30M | 0.02% | +194+0.3% | Added |
| Stifel Financial Corp | 68,514 | $2.34M | 0.00% | +28,908+73.0% | Added |
| Northwestern Mutual Wealth Management Co | 69,247 | $2.37M | 0.00% | +19,496+39.2% | Added |
| Old Port Advisors | 68,611 | $2.38M | 0.81% | +410+0.6% | Added |
| Susquehanna Fundamental Investments, LLC | 74,966 | $2.56M | 0.05% | +19,370+34.8% | Added |
| O'Shaughnessy Asset Management, LLC | 75,118 | $2.57M | 0.04% | +19,240+34.4% | Added |
| Cubist Systematic Strategies, LLC | 75,314 | $2.58M | 0.02% | +58,993+361.5% | Added |
| Bank of New York Mellon Corp | 79,629 | $2.73M | 0.00% | +10,252+14.8% | Added |
| Creative Planning | 84,003 | $2.88M | 0.00% | +36,235+75.9% | Added |
| Ethic Inc. | 90,328 | $3.09M | 0.21% | +27,813+44.5% | Added |
| Cantor Fitzgerald, L. P. | 94,508 | $3.23M | 0.24% | +94,508 | New |
| PEAK6 Investments LLC | 97,867 | $3.35M | 0.10% | +55,502+131.0% | Added |
| Scotia Capital Inc. | 100,204 | $3.43M | 0.02% | +1,567+1.6% | Added |
| M&T Bank Corp | 100,414 | $3.44M | 0.02% | +20,505+25.7% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $3.68M | 1.43% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 118,435 | $4.05M | 0.02% | +29,404+33.0% | Added |
| Dorsey Wright & Associates | 124,095 | $4.25M | 0.99% | +124,095 | New |
| Private Advisor Group, LLC | 135,126 | $4.62M | 0.04% | +14,365+11.9% | Added |
| Aaron Wealth Advisors | 167,609 | $4.90M | 0.10% | +167,609 | New |
| UBS Group AG | 149,161 | $5.10M | 0.00% | +32,987+28.4% | Added |
| Samlyn Capital, LLC | 153,643 | $5.26M | 0.08% | +153,643 | New |
| Raymond James & Associates | 155,358 | $5.32M | 0.00% | −1,032−0.7% | Reduced |
| American Assets Investment Management, LLC | 166,918 | $5.71M | 0.60% | 00.0% | Unchanged |
| Old Mission Capital LLC | 178,466 | $6.11M | 0.18% | +178,466 | New |
| Envestnet Asset Management Inc | 182,734 | $6.25M | 0.00% | +106,979+141.2% | Added |
| Wells Fargo & Company | 183,391 | $6.28M | 0.00% | +16,050+9.6% | Added |
| Marshall Wace, LLP | 194,407 | $6.65M | 0.01% | +194,407 | New |
| American Century Companies Inc | 204,266 | $6.99M | 0.00% | +26,566+14.9% | Added |
| Renaissance Group LLC | 204,411 | $7.00M | 0.31% | +204,411 | New |
| Bank of Montreal | 224,174 | $7.73M | 0.00% | −291,592−56.5% | Reduced |
| Millennium Management LLC | 227,681 | $7.79M | 0.01% | +227,681 | New |
| Balyasny Asset Management LLC | 242,828 | $8.31M | 0.04% | −67,628−21.8% | Reduced |
| Capricorn Fund Managers Ltd | 255,228 | $8.73M | 2.13% | +255,228 | New |
| Segantii Capital Management Ltd | 260,671 | $9.02M | 0.34% | +48,578+22.9% | Added |
| Crossmark Global Holdings, Inc. | 269,474 | $9.22M | 0.21% | +11,341+4.4% | Added |
| Castle Hook Partners LP | 305,810 | $10.5M | 1.02% | +305,810 | New |
| Russell Investments Group, Ltd. | 309,794 | $11.8M | 0.02% | +12,593+4.2% | Added |
| Ameriprise Financial Inc | 434,524 | $14.9M | 0.00% | +5,057+1.2% | Added |
| Ensign Peak Advisors, Inc | 446,413 | $15.3M | 0.03% | +122,874+38.0% | Added |
| Bank of America Corp | 505,269 | $17.3M | 0.00% | +151,362+42.8% | Added |
| FMR LLC | 775,136 | $26.5M | 0.00% | +567,829+273.9% | Added |
| LMR Partners LLP | 826,067 | $28.6M | 0.42% | −408,087−33.1% | Reduced |
| FIL Ltd | 1,084,691 | $37.1M | 0.04% | +1,084,691 | New |
| Royal Bank of Canada | 1,106,665 | $37.9M | 0.01% | −12,644−1.1% | Reduced |
| Morgan Stanley | 1,139,058 | $39.0M | 0.01% | −337,935−22.9% | Reduced |
| Citadel Advisors LLC | 1,198,586 | $41.0M | 0.05% | +1,112,945+1,299.5% | Added |
| Citigroup Inc | 1,483,669 | $50.8M | 0.05% | −395,406−21.0% | Reduced |
| Credit Suisse AG | 1,519,075 | $52.0M | 0.04% | −144,752−8.7% | Reduced |
| BlackRock Inc. | 1,676,933 | $57.4M | 0.00% | +208,393+14.2% | Added |
| Northern Trust Corp | 1,752,609 | $60.0M | 0.01% | +13,243+0.8% | Added |
| Norges Bank | 2,252,000 | $77.1M | 0.02% | −122,000−5.1% | Reduced |
| JPMorgan Chase & Co | 2,392,594 | $81.9M | 0.01% | −981,551−29.1% | Reduced |
| Renaissance Technologies LLC | 2,805,243 | $96.0M | 0.11% | −158,100−5.3% | Reduced |
| Jane Street Group, LLC | 2,832,328 | $96.9M | 0.18% | −910,421−24.3% | Reduced |
| Parametric Portfolio Associates LLC | 3,650,653 | $124.9M | 0.07% | +448,879+14.0% | Added |
| Goldman Sachs Group Inc | 3,738,851 | $127.9M | 0.03% | +1,443,765+62.9% | Added |
| Dimensional Fund Advisors LP | 9,833,179 | $336.5M | 0.10% | +330,792+3.5% | Added |
| First Command Financial Services, Inc. | 2 | – | – | 00.0% | Unchanged |
| First Command Bank | 2 | – | – | +2 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −863,190−100.0% | Sold out |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −352,761−100.0% | Sold out |