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, Q2 2022
Institutional positions in HSBC Holdings PLC as of Jun 30, 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
- 292
- −2 vs. Q1 2022
- Shares held
- 52.6M
- +6.51M (+14.1%) vs. Q1 2022
- Total value
- $1.72B
- +$141.0M (+8.9%) vs. Q1 2022
- New holders
- 38
- 112 more added
- Sold out
- 40
- 68 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Macroview Investment Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| City State Bank | 8 | $0 | 0.00% | +8 | New |
| Financial Synergies Wealth Advisors, Inc. | 23 | $752 | 0.00% | +23 | New |
| SRS Capital Advisors, Inc. | 25 | $1.00K | 0.00% | −89−78.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 27 | $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 |
| Evoke Wealth, 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 |
| First Command Bank | 17 | $1.00K | 0.00% | +15+750.0% | Added |
| First Command Financial Services, Inc. | 17 | $1.00K | 0.00% | +15+750.0% | Added |
| Tfo-TDC, LLC | 29 | $1.00K | 0.00% | +29 | New |
| PFS Partners, LLC | 54 | $1.78K | 0.00% | +1+1.9% | Added |
| Raffa Wealth Management, LLC | 57 | $1.86K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 70 | $2.00K | 0.00% | −30−30.0% | Reduced |
| Endurance Wealth Management, Inc. | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 64 | $2.08K | 0.00% | −4−5.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 67 | $2.19K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 89 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Trust Co of Vermont | 100 | $3.00K | 0.00% | +100 | New |
| TD Private Client Wealth LLC | 105 | $3.43K | 0.00% | −884−89.4% | Reduced |
| Accel Wealth Management | 131 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 140 | $4.00K | 0.00% | +7+5.3% | Added |
| Laurel Wealth Planning LLC | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 133 | $4.00K | 0.00% | +133 | New |
| Coastal Capital Group, Inc. | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 148 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 150 | $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 |
| Beacon Capital Management, LLC | 141 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 166 | $5.00K | 0.00% | +117+238.8% | Added |
| Hantz Financial Services, Inc. | 171 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 202 | $6.60K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 221 | $7.00K | 0.00% | −58−20.8% | Reduced |
| Brown Brothers Harriman & Co | 208 | $7.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 219 | $7.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 225 | $7.00K | 0.00% | +225 | New |
| IPG Investment Advisors LLC | 200 | $7.00K | 0.00% | +200 | New |
| Bell Investment Advisors, Inc | 200 | $7.00K | 0.00% | +200 | New |
| CoreCap Advisors, LLC | 226 | $7.00K | 0.00% | +226 | New |
| JJJ Advisors Inc. | 256 | $8.00K | 0.00% | −50−16.3% | Reduced |
| Bartlett & Co. LLC | 254 | $8.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 241 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 254 | $8.30K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 312 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 335 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 369 | $12.0K | 0.00% | −16−4.2% | Reduced |
| Macquarie Group Ltd | 378 | $12.0K | 0.00% | +35+10.2% | Added |
| Schubert & Co | 363 | $12.0K | 0.01% | +363 | New |
| Addison Advisors LLC | 390 | $13.0K | 0.01% | +66+20.4% | Added |
| Harbour Investments, Inc. | 403 | $13.0K | 0.00% | +403 | New |
| Financial Management Professionals, Inc. | 456 | $15.0K | 0.00% | +427+1,472.4% | Added |
| Heritage Wealth Management, LLC | 514 | $16.8K | 0.01% | +514 | New |
| BNP Paribas Arbitrage, SA | 521 | $17.0K | 0.00% | +361+225.6% | Added |
| Ronald Blue Trust, Inc. | 538 | $18.0K | 0.00% | +538 | New |
| Fieldpoint Private Securities, LLC | 590 | $19.0K | 0.01% | −1,275−68.4% | Reduced |
| CoreFirst Bank & Trust | 622 | $20.0K | 0.02% | −486−43.9% | Reduced |
| Adirondack Trust Co | 607 | $20.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 665 | $22.0K | 0.00% | +525+375.0% | Added |
| Sargent Bickham Lagudis LLC | 757 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 809 | $26.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 806 | $26.0K | 0.01% | −20−2.4% | Reduced |
| Hexagon Capital Partners LLC | 855 | $28.0K | 0.01% | +628+276.7% | Added |
| Umb Bank N A | 927 | $30.0K | 0.00% | −805−46.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 907 | $30.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 906 | $30.0K | 0.00% | −16−1.7% | Reduced |
| Salem Investment Counselors Inc | 1,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,057 | $35.0K | 0.01% | −93−8.1% | Reduced |
| Hoey Investments, Inc | 1,100 | $36.0K | 0.02% | +1,100 | New |
| Spire Wealth Management | 1,170 | $38.0K | 0.00% | +500+74.6% | Added |
| Bogart Wealth, LLC | 1,224 | $40.0K | 0.00% | −189−13.4% | Reduced |
| JFS Wealth Advisors, LLC | 1,216 | $40.0K | 0.00% | +162+15.4% | Added |
| JCIC Asset Management Inc. | 1,310 | $43.0K | 0.02% | −1,925−59.5% | Reduced |
| Zions Bancorporation, N.A. | 1,312 | $43.0K | 0.00% | +313+31.3% | Added |
| Toronto Dominion Bank | 1,427 | $47.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,477 | $48.0K | 0.00% | −38−2.5% | Reduced |
| Private Capital Group, LLC | 1,459 | $48.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,045 | $53.0K | 0.00% | −800−43.4% | Reduced |
| Valeo Financial Advisors, LLC | 1,638 | $54.0K | 0.00% | +1,638 | New |
| Selective Wealth Management, Inc. | 1,885 | $62.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,976 | $65.0K | 0.02% | +576+41.1% | Added |
| Huntington National Bank | 2,428 | $79.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,506 | $82.0K | 0.02% | +171+7.3% | Added |
| Aquatic Capital Management LLC | 2,500 | $82.0K | 0.03% | +2,500 | New |
| Federation des caisses Desjardins du Quebec | 2,765 | $90.3K | 0.00% | −50−1.8% | Reduced |
| Cyrus J. Lawrence, LLC | 3,063 | $100.0K | 0.03% | 00.0% | Unchanged |