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 |
|---|---|---|---|---|---|
| First Manhattan Co | 22,760 | $778.0K | 0.00% | +2,750+13.7% | 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 |
| Eaton Vance Management | 21,541 | $737.0K | 0.00% | +1,164+5.7% | Added |
| McDonald Partners LLC | 21,363 | $731.0K | 0.16% | +21,363 | New |
| Qtron Investments LLC | 20,506 | $702.0K | 0.16% | +20,506 | New |
| Checchi Capital Advisers, LLC | 19,916 | $682.0K | 0.07% | +1,106+5.9% | Added |
| J.W. Cole Advisors, Inc. | 19,789 | $677.0K | 0.05% | −350−1.7% | Reduced |
| D.A. Davidson & Co. | 19,550 | $669.0K | 0.01% | −431−2.2% | Reduced |
| Mariner, LLC | 19,450 | $666.0K | 0.00% | +7,521+63.0% | Added |
| Corient Capital Partners, LLC | 19,438 | $665.0K | 0.04% | +576+3.1% | 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 |
| TD Waterhouse Canada Inc. | 18,429 | $650.7K | 0.01% | +3,700+25.1% | Added |
| Intersect Capital LLC | 18,772 | $642.0K | 0.12% | +667+3.7% | Added |
| Mercer Global Advisors Inc | 17,976 | $615.0K | 0.00% | +3,881+27.5% | Added |
| Cetera Advisors LLC | 17,872 | $612.0K | 0.01% | +17,872 | New |
| Ellevest, Inc. | 17,714 | $606.0K | 0.05% | +2,490+16.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,555 | $601.0K | 0.00% | −18,515−51.3% | Reduced |
| Morningstar Investment Services LLC | 16,461 | $567.0K | 0.01% | +902+5.8% | Added |
| Truist Financial Corp | 16,527 | $566.0K | 0.00% | +6,269+61.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,494 | $564.0K | 0.00% | +5,861+55.1% | Added |
| Blair William & Co | 15,274 | $523.0K | 0.00% | +544+3.7% | Added |
| Safeguard Investment Advisory Group, LLC | 14,883 | $509.0K | 0.35% | −349−2.3% | Reduced |
| State Street Corp | 14,217 | $499.0K | 0.00% | −3,093−17.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 13,413 | $459.0K | 0.01% | −10,119−43.0% | Reduced |
| Evergreen Capital Management LLC | 13,045 | $446.0K | 0.02% | +3,750+40.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,986 | $444.0K | 0.08% | +4,224+48.2% | Added |
| American Trust Investment Advisors, LLC | 12,565 | $430.0K | 0.22% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,925 | $408.0K | 0.00% | +2,160+22.1% | Added |
| Sequoia Financial Advisors, LLC | 11,750 | $402.0K | 0.01% | +3,794+47.7% | Added |
| Simplex Trading, LLC | 11,730 | $401.0K | 0.01% | −44,625−79.2% | Reduced |
| Blueprint Investment Partners LLC | 11,489 | $393.0K | 0.10% | +5,991+109.0% | Added |
| Sage Rhino Capital LLC | 11,455 | $392.0K | 0.12% | +583+5.4% | Added |
| Bokf, NA | 11,375 | $389.0K | 0.01% | +1,847+19.4% | Added |
| APG Asset Management N.V. | 12,334 | $379.0K | 0.00% | +12,334 | New |
| Clearbridge Investments, LLC | 10,959 | $375.0K | 0.00% | −11−0.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 10,795 | $369.0K | 0.24% | +2,136+24.7% | Added |
| Cresset Asset Management, LLC | 10,486 | $368.0K | 0.00% | +1,148+12.3% | Added |
| Brinker Capital Investments, LLC | 10,424 | $357.0K | 0.01% | +388+3.9% | Added |
| Investors Research Corp | 10,266 | $351.0K | 0.10% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,229 | $350.0K | 0.00% | +1,839+21.9% | Added |
| 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 |
| Courier Capital LLC | 9,927 | $340.0K | 0.03% | −810−7.5% | Reduced |
| Deutsche Bank AG | 9,565 | $327.0K | 0.00% | −481−4.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,345 | $320.0K | 0.03% | +370+4.1% | Added |
| Vestmark Advisory Solutions, Inc. | 9,268 | $317.0K | 0.02% | +9,268 | New |
| Park Avenue Securities LLC | 9,168 | $314.0K | 0.01% | +9,168 | New |
| Henry James International Management, Inc. | 9,034 | $309.0K | 0.12% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9,008 | $308.0K | 0.21% | 00.0% | Unchanged |
| Bailard, Inc. | 8,701 | $298.0K | 0.01% | +8,701 | New |
| Cetera Advisor Networks LLC | 8,603 | $294.0K | 0.00% | +463+5.7% | Added |
| Allie Family Office LLC | 8,504 | $291.0K | 0.22% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 8,462 | $290.0K | 0.03% | +8,462 | New |
| BSW Wealth Partners | 8,294 | $284.0K | 0.07% | +8,294 | New |
| Summit Global Investments | 8,143 | $279.0K | 0.02% | +8,143 | New |
| Fisher Asset Management, LLC | 7,970 | $273.0K | 0.00% | +428+5.7% | Added |
| WNY Asset Management, LLC | 7,750 | $264.0K | 0.08% | −900−10.4% | Reduced |
| Parallel Advisors, LLC | 7,589 | $262.0K | 0.01% | −100−1.3% | Reduced |
| Neuberger Berman Group LLC | 7,627 | $261.0K | 0.00% | +7,627 | New |
| Baldwin Investment Management, LLC | 7,583 | $259.0K | 0.07% | −50−0.7% | Reduced |
| Glenmede Trust Co NA | 7,448 | $254.0K | 0.00% | −544−6.8% | Reduced |
| 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 |
| Gabelli Funds LLC | 7,000 | $240.0K | 0.00% | 00.0% | Unchanged |
| LGT Group Foundation | 6,925 | $240.0K | 0.01% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 6,996 | $239.0K | 0.01% | −36−0.5% | Reduced |
| Guggenheim Capital LLC | 6,945 | $238.0K | 0.00% | −1,675−19.4% | Reduced |
| Personal Cfo Solutions, LLC | 6,828 | $234.0K | 0.05% | +6,828 | New |
| Twin Tree Management, LP | 6,710 | $230.0K | 0.00% | −150,796−95.7% | Reduced |
| Geneos Wealth Management Inc. | 6,695 | $229.0K | 0.01% | +4+0.1% | Added |
| CAPROCK Group, Inc. | 6,131 | $226.0K | 0.02% | +6,131 | New |
| Boston Private Wealth LLC | 6,395 | $218.0K | 0.00% | +6,395 | New |
| Prudential Financial Inc | 6,337 | $217.0K | 0.00% | +6,337 | New |
| Optas, LLC | 6,302 | $216.0K | 0.07% | +6,302 | New |
| TownSquare Capital, LLC | 6,236 | $213.0K | 0.01% | +6,236 | 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 |
| GQG Partners LLC | 6,001 | $205.0K | 0.00% | +6,001 | New |
| CenterStar Asset Management, LLC | – | $185.0K | 0.13% | – | – |
| National Bank of Canada | 5,047 | $173.0K | 0.00% | −6,500−56.3% | Reduced |
| Clear Street Markets LLC | 4,600 | $157.0K | 0.05% | −16,800−78.5% | Reduced |
| Lindbrook Capital, LLC | 4,471 | $153.0K | 0.02% | −18−0.4% | Reduced |
| New York State Common Retirement Fund | 4,422 | $151.0K | 0.00% | +4,422 | New |
| Captrust Financial Advisors | 4,189 | $146.0K | 0.00% | +1,206+40.4% | Added |
| Rosenberg Matthew Hamilton | 3,835 | $131.0K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,676 | $126.0K | 0.00% | +3,420+1,335.9% | Added |
| CWM, LLC | 3,311 | $113.0K | 0.00% | +1,783+116.7% | Added |
| JCIC Asset Management Inc. | 3,235 | $111.0K | 0.03% | +25+0.8% | Added |
| Cyrus J. Lawrence, LLC | 3,063 | $104.0K | 0.02% | +3,063 | New |
| Federation des caisses Desjardins du Quebec | 2,815 | $96.3K | 0.00% | −345−10.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,806 | $96.0K | 0.00% | +928+49.4% | Added |
| IFP Advisors, Inc | 1,845 | $93.0K | 0.00% | +1,045+130.6% | Added |
| Huntington National Bank | 2,428 | $83.0K | 0.00% | +1,027+73.3% | Added |
| Glassman Wealth Services | 2,335 | $80.0K | 0.01% | +275+13.3% | Added |
| Selective Wealth Management, Inc. | 1,885 | $65.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,865 | $64.0K | 0.01% | +130+7.5% | Added |
| Bessemer Group Inc | 1,792 | $61.0K | 0.00% | −1,669−48.2% | Reduced |