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 |
|---|---|---|---|---|---|
| Mitchell Capital Management Co | 23,524 | $769.0K | 0.22% | +35+0.1% | Added |
| SeaBridge Investment Advisors LLC | 23,927 | $782.0K | 0.25% | 00.0% | Unchanged |
| Profund Advisors LLC | 24,859 | $812.0K | 0.05% | −3,975−13.8% | Reduced |
| Vontobel Holding Ltd. | 25,765 | $842.0K | 0.01% | +15,765+157.7% | Added |
| CIBC World Markets Inc. | 26,551 | $867.0K | 0.00% | +120.0% | Added |
| Invesco Ltd. | 26,570 | $868.0K | 0.00% | +4,818+22.1% | Added |
| Cerity Partners LLC | 26,836 | $877.0K | 0.01% | +26,836 | New |
| Forum Financial Management, LP | 27,067 | $884.0K | 0.04% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 27,200 | $889.0K | 0.31% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 28,094 | $917.0K | 0.17% | +3,388+13.7% | Added |
| Regions Financial Corp | 28,628 | $936.0K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 29,172 | $953.0K | 0.07% | +4,102+16.4% | Added |
| MUFG Americas Holdings Corp | 29,265 | $956.0K | 0.02% | +3,370+13.0% | Added |
| RBF Capital, LLC | 30,000 | $980.0K | 0.07% | −10,000−25.0% | Reduced |
| CIBC Private Wealth Group, LLC | 30,666 | $1.00M | 0.00% | −1,032−3.3% | Reduced |
| LPL Financial LLC | 31,041 | $1.01M | 0.00% | +670+2.2% | Added |
| Pathstone Family Office, LLC | 32,304 | $1.06M | 0.02% | +947+3.0% | Added |
| Commonwealth Equity Services, LLC | 33,228 | $1.08M | 0.00% | −431−1.3% | Reduced |
| MML Investors Services, LLC | 33,321 | $1.09M | 0.01% | +23,092+225.8% | Added |
| Mariner, LLC | 33,360 | $1.09M | 0.00% | +13,910+71.5% | Added |
| SEI Investments Co | 34,057 | $1.11M | 0.00% | +5,818+20.6% | Added |
| Susquehanna International Group, LLP | 34,137 | $1.11M | 0.00% | +1,706+5.3% | Added |
| Ritholtz Wealth Management | 34,570 | $1.13M | 0.07% | +3,876+12.6% | Added |
| Janney Montgomery Scott LLC | 34,847 | $1.15M | 0.01% | +2,399+7.4% | Added |
| Naviter Wealth, LLC | 35,240 | $1.15M | 0.47% | +35,240 | New |
| Signaturefd, LLC | 35,397 | $1.16M | 0.04% | +6,035+20.6% | Added |
| Oppenheimer & Co Inc | 35,471 | $1.16M | 0.02% | −122−0.3% | Reduced |
| Level Four Advisory Services, LLC | 35,942 | $1.17M | 0.11% | −4,549−11.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 36,250 | $1.18M | 1.00% | −550−1.5% | Reduced |
| Qtron Investments LLC | 36,255 | $1.18M | 0.26% | +15,749+76.8% | Added |
| Advisor Group Holdings, Inc. | 37,098 | $1.21M | 0.00% | +4,908+15.2% | Added |
| Altium Wealth Management LLC | 37,522 | $1.23M | 0.09% | +8,123+27.6% | Added |
| Earnest Partners LLC | 39,821 | $1.30M | 0.01% | +526+1.3% | Added |
| The PNC Financial Services Group, Inc. | 41,508 | $1.36M | 0.00% | +763+1.9% | Added |
| Barclays PLC | 42,812 | $1.40M | 0.00% | −6,163−12.6% | Reduced |
| JustInvest LLC | 47,177 | $1.54M | 0.07% | +9,949+26.7% | Added |
| Ethic Inc. | 49,895 | $1.63M | 0.11% | −40,433−44.8% | Reduced |
| HighTower Advisors, LLC | 50,569 | $1.66M | 0.00% | +2,259+4.7% | Added |
| Veriti Management LLC | 54,245 | $1.77M | 0.25% | +4,941+10.0% | Added |
| Wetherby Asset Management Inc | 59,820 | $1.95M | 0.13% | +9,047+17.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 60,200 | $1.97M | 0.01% | +60,200 | New |
| Northwestern Mutual Wealth Management Co | 60,308 | $1.97M | 0.00% | −8,939−12.9% | Reduced |
| Samlyn Capital, LLC | 62,177 | $2.03M | 0.04% | −91,466−59.5% | Reduced |
| Advisor Partners LLC | 62,672 | $2.05M | 0.14% | +5,892+10.4% | Added |
| Integrated Wealth Concepts LLC | 62,940 | $2.06M | 0.06% | +2,366+3.9% | Added |
| West Family Investments, Inc. | 63,499 | $2.08M | 0.82% | −380−0.6% | Reduced |
| Stifel Financial Corp | 64,747 | $2.12M | 0.00% | −3,767−5.5% | Reduced |
| Yousif Capital Management, LLC | 66,353 | $2.17M | 0.03% | +3,070+4.9% | Added |
| Comerica Bank | 69,107 | $2.18M | 0.02% | +3,407+5.2% | Added |
| UBS Group AG | 66,906 | $2.19M | 0.00% | −82,255−55.1% | Reduced |
| Old Port Advisors | 69,558 | $2.20M | 0.85% | +947+1.4% | Added |
| Millennium Management LLC | 70,028 | $2.29M | 0.00% | −157,653−69.2% | Reduced |
| US Bancorp | 73,559 | $2.40M | 0.00% | +12,623+20.7% | Added |
| Bank of New York Mellon Corp | 76,493 | $2.50M | 0.00% | −3,136−3.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 78,849 | $2.58M | 0.05% | +3,731+5.0% | Added |
| Creative Planning | 83,857 | $2.74M | 0.00% | −146−0.2% | Reduced |
| Simplex Trading, LLC | 89,122 | $2.91M | 0.10% | +77,392+659.8% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $3.51M | 1.76% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 109,317 | $3.57M | 1.05% | −14,778−11.9% | Reduced |
| M&T Bank Corp | 110,970 | $3.62M | 0.02% | +10,556+10.5% | Added |
| Private Advisor Group, LLC | 135,245 | $4.42M | 0.04% | +119+0.1% | Added |
| Raymond James & Associates | 149,854 | $4.90M | 0.00% | −5,504−3.5% | Reduced |
| Segantii Capital Management Ltd | 160,336 | $5.28M | 0.15% | −100,335−38.5% | Reduced |
| American Assets Investment Management, LLC | 166,918 | $5.45M | 0.68% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 186,245 | $6.24M | 0.14% | +88,378+90.3% | Added |
| Russell Investments Group, Ltd. | 192,669 | $6.29M | 0.01% | −117,125−37.8% | Reduced |
| Natixis Advisors, L.P. | 205,854 | $6.72M | 0.03% | +87,419+73.8% | Added |
| Renaissance Group LLC | 210,404 | $6.87M | 0.35% | +5,993+2.9% | Added |
| Envestnet Asset Management Inc | 214,593 | $7.01M | 0.00% | +31,859+17.4% | Added |
| Old Mission Capital LLC | 238,236 | $7.78M | 0.25% | +59,770+33.5% | Added |
| American Century Companies Inc | 242,539 | $7.92M | 0.01% | +38,273+18.7% | Added |
| Wells Fargo & Company | 246,526 | $8.05M | 0.00% | +63,135+34.4% | Added |
| Crossmark Global Holdings, Inc. | 266,057 | $8.69M | 0.23% | −3,417−1.3% | Reduced |
| Ameriprise Financial Inc | 405,862 | $13.3M | 0.00% | −28,662−6.6% | Reduced |
| Optiver Holding B.V. | 643,327 | $21.0M | 0.03% | +643,327 | New |
| Balyasny Asset Management LLC | 671,936 | $22.0M | 0.09% | +429,108+176.7% | Added |
| Bank of America Corp | 722,292 | $23.6M | 0.00% | +217,023+43.0% | Added |
| FMR LLC | 828,820 | $27.1M | 0.00% | +53,684+6.9% | Added |
| FIL Ltd | 1,016,869 | $33.2M | 0.04% | −67,822−6.3% | Reduced |
| Royal Bank of Canada | 1,208,629 | $39.5M | 0.01% | +101,964+9.2% | Added |
| Credit Suisse AG | 1,384,925 | $45.2M | 0.05% | −134,150−8.8% | Reduced |
| Bank of Montreal | 1,545,642 | $51.3M | 0.04% | +1,321,468+589.5% | Added |
| Citigroup Inc | 1,687,990 | $55.1M | 0.07% | +204,321+13.8% | Added |
| BlackRock Inc. | 1,798,756 | $58.8M | 0.00% | +121,823+7.3% | Added |
| Northern Trust Corp | 1,812,448 | $59.2M | 0.01% | +59,839+3.4% | Added |
| Norges Bank | 1,820,000 | $59.5M | 0.02% | −432,000−19.2% | Reduced |
| JPMorgan Chase & Co | 2,305,759 | $75.3M | 0.01% | −86,835−3.6% | Reduced |
| Renaissance Technologies LLC | 2,918,543 | $95.3M | 0.11% | +113,300+4.0% | Added |
| Goldman Sachs Group Inc | 3,825,272 | $125.0M | 0.04% | +86,421+2.3% | Added |
| Morgan Stanley | 5,278,146 | $172.4M | 0.02% | +4,139,088+363.4% | Added |
| Jane Street Group, LLC | 6,089,216 | $198.9M | 0.40% | +3,256,888+115.0% | Added |
| Dimensional Fund Advisors LP | 9,870,231 | $322.5M | 0.12% | +37,052+0.4% | Added |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,198,586−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −826,067−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −446,413−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −305,810−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −255,228−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −194,407−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −167,609−100.0% | Sold out |