Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2022: 292 institutions
Q1 2021: 263 institutionsQ2 2021: 262 institutionsQ3 2021: 263 institutionsQ4 2021: 284 institutionsQ1 2022: 297 institutionsQ2 2022: 292 institutionsQ3 2022: 289 institutionsQ4 2022: 316 institutionsQ1 2023: 338 institutionsQ2 2023: 365 institutionsQ3 2023: 375 institutionsQ4 2023: 412 institutionsQ1 2024: 411 institutionsQ2 2024: 419 institutionsQ3 2024: 425 institutionsQ4 2024: 466 institutionsQ1 2025: 507 institutionsQ2 2025: 513 institutionsQ3 2025: 555 institutionsQ4 2025: 617 institutionsQ1 2026: 646 institutionsQ2 2026: 713 institutions
Value heldQ2 2022: $1.72B
Q1 2021: $1.48BQ2 2021: $1.52BQ3 2021: $1.29BQ4 2021: $1.44BQ1 2022: $1.70BQ2 2022: $1.72BQ3 2022: $1.40BQ4 2022: $1.67BQ1 2023: $1.93BQ2 2023: $2.35BQ3 2023: $2.31BQ4 2023: $2.27BQ1 2024: $2.10BQ2 2024: $2.36BQ3 2024: $2.37BQ4 2024: $2.67BQ1 2025: $4.30BQ2 2025: $4.68BQ3 2025: $5.64BQ4 2025: $6.53BQ1 2026: $6.97BQ2 2026: $8.00B
Institutions holding HSBC and their total value by quarter
QuarterHoldersValue
Q2 2026713$8.00B
Q1 2026646$6.97B
Q4 2025617$6.53B
Q3 2025555$5.64B
Q2 2025513$4.68B
Q1 2025507$4.30B
Q4 2024466$2.67B
Q3 2024425$2.37B
Q2 2024419$2.36B
Q1 2024411$2.10B
Q4 2023412$2.27B
Q3 2023375$2.31B
Q2 2023365$2.35B
Q1 2023338$1.93B
Q4 2022316$1.67B
Q3 2022289$1.40B
Q2 2022292$1.72B
Q1 2022297$1.70B
Q4 2021284$1.44B
Q3 2021263$1.29B
Q2 2021262$1.52B
Q1 2021263$1.48B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q1 2022.

Institutions holding HSBC in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Venture Visionary Partners LLC3,165$103.4K0.01%+3,165New
Steward Partners Investment Advisory, LLC3,806$124.0K0.00%+1,000+35.6%Added
Rosenberg Matthew Hamilton3,835$125.0K0.05%00.0%Unchanged
National Bank of Canada4,097$134.0K0.00%−950−18.8%Reduced
CWM, LLC4,128$135.0K0.00%+817+24.7%Added
New York State Common Retirement Fund4,422$144.0K0.00%00.0%Unchanged
Clear Street Markets LLC4,600$150.0K0.05%00.0%Unchanged
Cutler Group LP5,445$177.0K0.02%−613−10.1%Reduced
Lindbrook Capital, LLC5,828$190.0K0.03%+1,357+30.4%Added
Captrust Financial Advisors5,906$193.0K0.00%+1,717+41.0%Added
Strategic Global Advisors, LLC6,247$204.0K0.03%+6,247New
CAPROCK Group, Inc.6,306$206.0K0.02%+175+2.9%Added
Optas, LLC6,307$207.0K0.08%+5+0.1%Added
Geneos Wealth Management Inc.6,417$209.0K0.01%−278−4.2%Reduced
Legacy Financial Advisors, Inc.6,478$212.0K0.05%+6,478New
Principal Street Partners, LLC6,585$215.0K0.06%+6,585New
Personal Cfo Solutions, LLC6,791$222.0K0.05%−37−0.5%Reduced
Rockefeller Capital Management L.P.6,890$224.0K0.00%+5,247+319.4%Added
LGT Group Foundation6,925$226.0K0.01%00.0%Unchanged
Gabelli Funds LLC7,000$229.0K0.00%00.0%Unchanged
Prudential Financial Inc7,098$237.0K0.00%+761+12.0%Added
Fisher Asset Management, LLC7,413$242.0K0.00%−557−7.0%Reduced
Baldwin Investment Management, LLC7,432$243.0K0.08%−151−2.0%Reduced
Ellevest, Inc.7,582$248.0K0.02%−10,132−57.2%Reduced
Atlas Capital Advisors LLC7,671$250.6K0.04%+7,058+1,151.4%Added
WNY Asset Management, LLC7,750$252.0K0.09%00.0%Unchanged
BerganKDV Wealth Management, LLC7,721$252.0K0.03%+6,510+537.6%Added
Wedbush Securities Inc7,810$255.0K0.01%+541+7.4%Added
Gsa Capital Partners LLP8,022$262.0K0.04%+8,022New
Summit Global Investments8,106$265.0K0.02%−37−0.5%Reduced
Wrapmanager Inc8,137$266.0K0.08%+8,137New
Parallel Advisors, LLC8,227$269.0K0.01%+638+8.4%Added
Crumly & Associates Inc.8,357$273.0K0.11%+8,357New
BSW Wealth Partners8,374$274.0K0.07%+80+1.0%Added
Neuberger Berman Group LLC8,368$274.0K0.00%+741+9.7%Added
Allie Family Office LLC8,504$278.0K0.23%00.0%Unchanged
Boston Private Wealth LLC8,515$279.0K0.00%+2,120+33.2%Added
GQG Partners LLC8,855$289.0K0.00%+2,854+47.6%Added
Vestmark Advisory Solutions, Inc.8,935$292.0K0.02%−333−3.6%Reduced
Single Point Partners, LLC8,975$293.0K0.08%+8,975New
HighMark Wealth Management LLC9,008$294.0K0.24%00.0%Unchanged
Henry James International Management, Inc.9,034$295.0K0.15%00.0%Unchanged
PDS Planning, Inc9,076$297.0K0.05%+9,076New
Cresset Asset Management, LLC9,463$309.0K0.00%−1,023−9.8%Reduced
Deutsche Bank AG9,565$312.0K0.00%00.0%Unchanged
Schechter Investment Advisors, LLC9,589$313.0K0.03%+1,127+13.3%Added
Bailard, Inc.9,615$314.0K0.01%+914+10.5%Added
Courier Capital LLC9,927$324.0K0.04%00.0%Unchanged
Bluestein R H & Co10,000$327.0K0.02%00.0%Unchanged
Glenmede Trust Co NA10,239$334.0K0.00%+2,791+37.5%Added
Parallax Volatility Advisers, L.P.10,251$335.0K0.00%−3,162−23.6%Reduced
Investors Research Corp10,266$335.0K0.10%00.0%Unchanged
Blueprint Investment Partners LLC10,401$340.0K0.09%−1,088−9.5%Reduced
Ieq Capital, LLC10,419$340.0K0.01%+10,419New
Clearbridge Investments, LLC10,967$358.0K0.00%+8+0.1%Added
Point72 Asset Management, L.P.11,256$368.0K0.00%+11,256New
Arrowstreet Capital, Limited Partnership11,303$369.0K0.00%+11,303New
Bokf, NA11,525$377.0K0.01%+150+1.3%Added
XTX Topco Ltd11,603$379.0K0.15%+11,603New
Blair William & Co11,658$381.0K0.00%−3,616−23.7%Reduced
Park Avenue Securities LLC11,859$387.0K0.01%+2,691+29.4%Added
Clarius Group, LLC11,896$389.0K0.04%+539+4.7%Added
Sage Rhino Capital LLC12,074$394.0K0.15%+619+5.4%Added
Mitchell & Pahl Private Wealth, LLC12,207$399.0K0.28%+1,412+13.1%Added
American Trust Investment Advisors, LLC12,565$410.0K0.26%00.0%Unchanged
Vise Technologies, Inc.13,174$430.0K0.17%+5,902+81.2%Added
Pinnacle Wealth Planning Services, Inc.13,198$431.0K0.08%+212+1.6%Added
Cetera Advisor Networks LLC13,670$446.0K0.01%+5,067+58.9%Added
Sequoia Financial Advisors, LLC14,161$463.0K0.01%+2,411+20.5%Added
State Street Corp14,217$464.0K0.00%00.0%Unchanged
Brinker Capital Investments, LLC14,310$468.0K0.01%+3,886+37.3%Added
Cubist Systematic Strategies, LLC14,449$472.0K0.00%−60,865−80.8%Reduced
Flow Traders U.S. LLC14,976$489.0K0.03%+7,980+114.1%Added
ExodusPoint Capital Management, LP15,040$491.0K0.01%+15,040New
Greenleaf Trust15,136$494.0K0.01%−3,881−20.4%Reduced
Ergoteles LLC15,297$500.0K0.01%+15,297New
Safeguard Investment Advisory Group, LLC14,883$509.0K0.31%00.0%Unchanged
Evergreen Capital Management LLC15,601$510.0K0.03%+2,556+19.6%Added
Franklin Resources Inc16,294$531.0K0.00%+4,369+36.6%Added
Truist Financial Corp16,491$538.0K0.00%−36−0.2%Reduced
FORA Capital, LLC16,624$543.0K0.11%+16,624New
Dorsey & Whitney Trust CO LLC16,768$548.0K0.06%+7,423+79.4%Added
Intersect Capital LLC17,414$569.0K0.17%−1,358−7.2%Reduced
Cambridge Investment Research Advisors, Inc.17,515$572.0K0.00%+1,021+6.2%Added
TD Waterhouse Canada Inc.17,629$577.8K0.01%−800−4.3%Reduced
Cantor Fitzgerald, L. P.18,556$606.0K0.01%−75,952−80.4%Reduced
Corient Capital Partners, LLC18,862$616.0K0.05%−576−3.0%Reduced
J.W. Cole Advisors, Inc.19,222$628.0K0.05%−567−2.9%Reduced
qPULA Trading Management LP19,459$636.0K2.35%+19,459New
D.A. Davidson & Co.19,607$641.0K0.01%+57+0.3%Added
SAL Trading, LLC20,100$657.0K0.64%+20,100New
Mercer Global Advisors Inc20,572$672.0K0.00%+2,596+14.4%Added
Morningstar Investment Services LLC20,322$677.0K0.01%+3,861+23.5%Added
Checchi Capital Advisers, LLC21,860$686.0K0.07%+1,944+9.8%Added
McDonald Partners LLC21,380$698.0K0.18%+17+0.1%Added
Jarislowsky, Fraser Ltd21,450$700.0K0.00%−325−1.5%Reduced
Quadrant Capital Group LLC22,405$732.0K0.10%+3,386+17.8%Added
First Manhattan Co22,760$743.0K0.00%00.0%Unchanged
Lazard Asset Management LLC22,941$749.0K0.00%−836−3.5%Reduced
Systematic Alpha Investments, LLC23,000$751.0K0.04%00.0%Unchanged