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 |
|---|---|---|---|---|---|
| Umb Bank N A | 1,732 | $59.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,643 | $56.0K | 0.00% | +619+60.4% | Added |
| Whittier Trust Co | 1,515 | $52.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,459 | $51.0K | 0.01% | +89+6.5% | Added |
| Toronto Dominion Bank | 1,427 | $49.0K | 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 |
| BerganKDV Wealth Management, LLC | 1,211 | $41.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,150 | $39.0K | 0.01% | +247+27.4% | Added |
| CoreFirst Bank & Trust | 1,108 | $38.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,054 | $36.0K | 0.00% | +821+352.4% | 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 |
| TD Private Client Wealth LLC | 989 | $33.8K | 0.00% | +884+841.9% | Added |
| Edmond de Rothschild Holding S.A. | 907 | $31.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 922 | $30.0K | 0.00% | −36−3.8% | Reduced |
| 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 |
| Sargent Bickham Lagudis LLC | 757 | $26.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 670 | $23.0K | 0.00% | −1,115−62.5% | Reduced |
| Adirondack Trust Co | 607 | $21.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 613 | $21.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 464 | $16.0K | 0.00% | +464 | New |
| Bedel Financial Consulting, Inc. | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 385 | $13.0K | 0.00% | −1,048−73.1% | Reduced |
| Macquarie Group Ltd | 343 | $12.0K | 0.00% | +343 | New |
| TCWP LLC | 352 | $12.0K | 0.00% | +352 | New |
| Arlington Partners LLC | 335 | $11.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 324 | $11.0K | 0.01% | +71+28.1% | Added |
| 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 |
| Bartlett & Co. LLC | 254 | $9.00K | 0.00% | +254 | New |
| Bartlett & Co. Wealth Management LLC | 254 | $8.92K | 0.00% | +254 | New |
| 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 |
| 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 |
| American Portfolios Advisors | 202 | $6.91K | 0.00% | +89+78.8% | Added |
| 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 |
| BNP Paribas Arbitrage, SA | 160 | $5.47K | 0.00% | −25,888−99.4% | Reduced |
| 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 |
| 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 |
| Koshinski Asset Management, Inc. | 101 | $3.46K | 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 |
| Sutton Wealth Advisors Inc. | 81 | $2.77K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 68 | $2.35K | 0.00% | +6+9.7% | Added |
| Brown, Lisle/Cummings, Inc. | 67 | $2.29K | 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 |
| Raffa Wealth Management, LLC | 57 | $1.95K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 53 | $1.81K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |