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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 20,572 | $672.0K | 0.00% | +2,596+14.4% | Added |
| SAL Trading, LLC | 20,100 | $657.0K | 0.64% | +20,100 | New |
| D.A. Davidson & Co. | 19,607 | $641.0K | 0.01% | +57+0.3% | Added |
| qPULA Trading Management LP | 19,459 | $636.0K | 2.35% | +19,459 | New |
| J.W. Cole Advisors, Inc. | 19,222 | $628.0K | 0.05% | −567−2.9% | Reduced |
| Corient Capital Partners, LLC | 18,862 | $616.0K | 0.05% | −576−3.0% | Reduced |
| Cantor Fitzgerald, L. P. | 18,556 | $606.0K | 0.01% | −75,952−80.4% | Reduced |
| TD Waterhouse Canada Inc. | 17,629 | $577.8K | 0.01% | −800−4.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,515 | $572.0K | 0.00% | +1,021+6.2% | Added |
| Intersect Capital LLC | 17,414 | $569.0K | 0.17% | −1,358−7.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,768 | $548.0K | 0.06% | +7,423+79.4% | Added |
| FORA Capital, LLC | 16,624 | $543.0K | 0.11% | +16,624 | New |
| Truist Financial Corp | 16,491 | $538.0K | 0.00% | −36−0.2% | Reduced |
| Franklin Resources Inc | 16,294 | $531.0K | 0.00% | +4,369+36.6% | Added |
| Evergreen Capital Management LLC | 15,601 | $510.0K | 0.03% | +2,556+19.6% | Added |
| Safeguard Investment Advisory Group, LLC | 14,883 | $509.0K | 0.31% | 00.0% | Unchanged |
| Ergoteles LLC | 15,297 | $500.0K | 0.01% | +15,297 | New |
| Greenleaf Trust | 15,136 | $494.0K | 0.01% | −3,881−20.4% | Reduced |
| ExodusPoint Capital Management, LP | 15,040 | $491.0K | 0.01% | +15,040 | New |
| Flow Traders U.S. LLC | 14,976 | $489.0K | 0.03% | +7,980+114.1% | Added |
| Cubist Systematic Strategies, LLC | 14,449 | $472.0K | 0.00% | −60,865−80.8% | Reduced |
| Brinker Capital Investments, LLC | 14,310 | $468.0K | 0.01% | +3,886+37.3% | Added |
| State Street Corp | 14,217 | $464.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 14,161 | $463.0K | 0.01% | +2,411+20.5% | Added |
| Cetera Advisor Networks LLC | 13,670 | $446.0K | 0.01% | +5,067+58.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,198 | $431.0K | 0.08% | +212+1.6% | Added |
| Vise Technologies, Inc. | 13,174 | $430.0K | 0.17% | +5,902+81.2% | Added |
| American Trust Investment Advisors, LLC | 12,565 | $410.0K | 0.26% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 12,207 | $399.0K | 0.28% | +1,412+13.1% | Added |
| Sage Rhino Capital LLC | 12,074 | $394.0K | 0.15% | +619+5.4% | Added |
| Clarius Group, LLC | 11,896 | $389.0K | 0.04% | +539+4.7% | Added |
| Park Avenue Securities LLC | 11,859 | $387.0K | 0.01% | +2,691+29.4% | Added |
| Blair William & Co | 11,658 | $381.0K | 0.00% | −3,616−23.7% | Reduced |
| XTX Topco Ltd | 11,603 | $379.0K | 0.15% | +11,603 | New |
| Bokf, NA | 11,525 | $377.0K | 0.01% | +150+1.3% | Added |
| Arrowstreet Capital, Limited Partnership | 11,303 | $369.0K | 0.00% | +11,303 | New |
| Point72 Asset Management, L.P. | 11,256 | $368.0K | 0.00% | +11,256 | New |
| Clearbridge Investments, LLC | 10,967 | $358.0K | 0.00% | +8+0.1% | Added |
| Blueprint Investment Partners LLC | 10,401 | $340.0K | 0.09% | −1,088−9.5% | Reduced |
| Ieq Capital, LLC | 10,419 | $340.0K | 0.01% | +10,419 | New |
| Parallax Volatility Advisers, L.P. | 10,251 | $335.0K | 0.00% | −3,162−23.6% | Reduced |
| Investors Research Corp | 10,266 | $335.0K | 0.10% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10,239 | $334.0K | 0.00% | +2,791+37.5% | Added |
| Bluestein R H & Co | 10,000 | $327.0K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 9,927 | $324.0K | 0.04% | 00.0% | Unchanged |
| Bailard, Inc. | 9,615 | $314.0K | 0.01% | +914+10.5% | Added |
| Schechter Investment Advisors, LLC | 9,589 | $313.0K | 0.03% | +1,127+13.3% | Added |
| Deutsche Bank AG | 9,565 | $312.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 9,463 | $309.0K | 0.00% | −1,023−9.8% | Reduced |
| PDS Planning, Inc | 9,076 | $297.0K | 0.05% | +9,076 | New |
| Henry James International Management, Inc. | 9,034 | $295.0K | 0.15% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9,008 | $294.0K | 0.24% | 00.0% | Unchanged |
| Single Point Partners, LLC | 8,975 | $293.0K | 0.08% | +8,975 | New |
| Vestmark Advisory Solutions, Inc. | 8,935 | $292.0K | 0.02% | −333−3.6% | Reduced |
| GQG Partners LLC | 8,855 | $289.0K | 0.00% | +2,854+47.6% | Added |
| Boston Private Wealth LLC | 8,515 | $279.0K | 0.00% | +2,120+33.2% | Added |
| Allie Family Office LLC | 8,504 | $278.0K | 0.23% | 00.0% | Unchanged |
| BSW Wealth Partners | 8,374 | $274.0K | 0.07% | +80+1.0% | Added |
| Neuberger Berman Group LLC | 8,368 | $274.0K | 0.00% | +741+9.7% | Added |
| Crumly & Associates Inc. | 8,357 | $273.0K | 0.11% | +8,357 | New |
| Parallel Advisors, LLC | 8,227 | $269.0K | 0.01% | +638+8.4% | Added |
| Wrapmanager Inc | 8,137 | $266.0K | 0.08% | +8,137 | New |
| Summit Global Investments | 8,106 | $265.0K | 0.02% | −37−0.5% | Reduced |
| Gsa Capital Partners LLP | 8,022 | $262.0K | 0.04% | +8,022 | New |
| Wedbush Securities Inc | 7,810 | $255.0K | 0.01% | +541+7.4% | Added |
| WNY Asset Management, LLC | 7,750 | $252.0K | 0.09% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 7,721 | $252.0K | 0.03% | +6,510+537.6% | Added |
| Atlas Capital Advisors LLC | 7,671 | $250.6K | 0.04% | +7,058+1,151.4% | Added |
| Ellevest, Inc. | 7,582 | $248.0K | 0.02% | −10,132−57.2% | Reduced |
| Baldwin Investment Management, LLC | 7,432 | $243.0K | 0.08% | −151−2.0% | Reduced |
| Fisher Asset Management, LLC | 7,413 | $242.0K | 0.00% | −557−7.0% | Reduced |
| Prudential Financial Inc | 7,098 | $237.0K | 0.00% | +761+12.0% | Added |
| Gabelli Funds LLC | 7,000 | $229.0K | 0.00% | 00.0% | Unchanged |
| LGT Group Foundation | 6,925 | $226.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,890 | $224.0K | 0.00% | +5,247+319.4% | Added |
| Personal Cfo Solutions, LLC | 6,791 | $222.0K | 0.05% | −37−0.5% | Reduced |
| Principal Street Partners, LLC | 6,585 | $215.0K | 0.06% | +6,585 | New |
| Legacy Financial Advisors, Inc. | 6,478 | $212.0K | 0.05% | +6,478 | New |
| Geneos Wealth Management Inc. | 6,417 | $209.0K | 0.01% | −278−4.2% | Reduced |
| Optas, LLC | 6,307 | $207.0K | 0.08% | +5+0.1% | Added |
| CAPROCK Group, Inc. | 6,306 | $206.0K | 0.02% | +175+2.9% | Added |
| Strategic Global Advisors, LLC | 6,247 | $204.0K | 0.03% | +6,247 | New |
| Captrust Financial Advisors | 5,906 | $193.0K | 0.00% | +1,717+41.0% | Added |
| Lindbrook Capital, LLC | 5,828 | $190.0K | 0.03% | +1,357+30.4% | Added |
| Cutler Group LP | 5,445 | $177.0K | 0.02% | −613−10.1% | Reduced |
| Clear Street Markets LLC | 4,600 | $150.0K | 0.05% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,422 | $144.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,128 | $135.0K | 0.00% | +817+24.7% | Added |
| National Bank of Canada | 4,097 | $134.0K | 0.00% | −950−18.8% | Reduced |
| Rosenberg Matthew Hamilton | 3,835 | $125.0K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,806 | $124.0K | 0.00% | +1,000+35.6% | Added |
| Venture Visionary Partners LLC | 3,165 | $103.4K | 0.01% | +3,165 | New |
| Cyrus J. Lawrence, LLC | 3,063 | $100.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,765 | $90.3K | 0.00% | −50−1.8% | Reduced |
| 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 |
| Huntington National Bank | 2,428 | $79.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,976 | $65.0K | 0.02% | +576+41.1% | Added |
| Selective Wealth Management, Inc. | 1,885 | $62.0K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,638 | $54.0K | 0.00% | +1,638 | New |