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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1,045 | $53.0K | 0.00% | −800−43.4% | Reduced |
| 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 |
| Toronto Dominion Bank | 1,427 | $47.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Spire Wealth Management | 1,170 | $38.0K | 0.00% | +500+74.6% | Added |
| Hoey Investments, Inc | 1,100 | $36.0K | 0.02% | +1,100 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,057 | $35.0K | 0.01% | −93−8.1% | 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 |
| 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 |
| Hexagon Capital Partners LLC | 855 | $28.0K | 0.01% | +628+276.7% | Added |
| 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 |
| Sargent Bickham Lagudis LLC | 757 | $25.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 665 | $22.0K | 0.00% | +525+375.0% | Added |
| CoreFirst Bank & Trust | 622 | $20.0K | 0.02% | −486−43.9% | Reduced |
| Adirondack Trust Co | 607 | $20.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 590 | $19.0K | 0.01% | −1,275−68.4% | Reduced |
| Ronald Blue Trust, Inc. | 538 | $18.0K | 0.00% | +538 | New |
| BNP Paribas Arbitrage, SA | 521 | $17.0K | 0.00% | +361+225.6% | Added |
| Heritage Wealth Management, LLC | 514 | $16.8K | 0.01% | +514 | New |
| Financial Management Professionals, Inc. | 456 | $15.0K | 0.00% | +427+1,472.4% | Added |
| Addison Advisors LLC | 390 | $13.0K | 0.01% | +66+20.4% | Added |
| Harbour Investments, Inc. | 403 | $13.0K | 0.00% | +403 | New |
| 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 |
| Arlington Partners LLC | 335 | $11.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 312 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 254 | $8.30K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| American Portfolios Advisors | 202 | $6.60K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 171 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| TD Private Client Wealth LLC | 105 | $3.43K | 0.00% | −884−89.4% | Reduced |
| 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 |
| Brown, Lisle/Cummings, Inc. | 67 | $2.19K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 64 | $2.08K | 0.00% | −4−5.9% | Reduced |
| 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 |
| Raffa Wealth Management, LLC | 57 | $1.86K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 54 | $1.78K | 0.00% | +1+1.9% | Added |
| 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 |
| Financial Synergies Wealth Advisors, Inc. | 23 | $752 | 0.00% | +23 | New |
| 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 |
| 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 |