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, Q3 2022
Institutional positions in HSBC Holdings PLC as of Sep 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
- 289
- +4 vs. Q2 2022
- Shares held
- 53.7M
- +1.35M (+2.6%) vs. Q2 2022
- Total value
- $1.40B
- −$310.6M (−18.2%) vs. Q2 2022
- New holders
- 48
- 94 more added
- Sold out
- 44
- 81 more reduced
7 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 10,103,917 | $263.4M | 0.10% | +233,686+2.4% | Added |
| Jane Street Group, LLC | 5,601,920 | $146.0M | 0.28% | −487,296−8.0% | Reduced |
| Morgan Stanley | 5,209,282 | $135.8M | 0.02% | −68,864−1.3% | Reduced |
| Goldman Sachs Group Inc | 3,639,380 | $94.9M | 0.03% | −185,892−4.9% | Reduced |
| Renaissance Technologies LLC | 2,373,943 | $61.9M | 0.09% | −544,600−18.7% | Reduced |
| Norges Bank | 2,356,000 | $61.4M | 0.02% | +536,000+29.5% | Added |
| Northern Trust Corp | 1,738,412 | $45.3M | 0.01% | −74,036−4.1% | Reduced |
| Citadel Advisors LLC | 1,675,248 | $43.7M | 0.05% | +1,675,248 | New |
| BlackRock Inc. | 1,607,209 | $41.9M | 0.00% | −191,547−10.6% | Reduced |
| Citigroup Inc | 1,485,390 | $38.7M | 0.05% | −202,600−12.0% | Reduced |
| Twin Tree Management, LP | 1,149,628 | $30.0M | 0.82% | +1,149,628 | New |
| JPMorgan Chase & Co | 1,098,707 | $28.6M | 0.00% | −1,207,052−52.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,078,620 | $28.1M | 0.04% | +1,067,317+9,442.8% | Added |
| Royal Bank of Canada | 1,004,807 | $26.2M | 0.01% | −203,822−16.9% | Reduced |
| Clark Capital Management Group, Inc. | 981,938 | $25.6M | 0.34% | +981,938 | New |
| FIL Ltd | 930,080 | $24.2M | 0.03% | −86,789−8.5% | Reduced |
| FMR LLC | 762,119 | $19.9M | 0.00% | −66,701−8.0% | Reduced |
| Bank of America Corp | 739,279 | $19.3M | 0.00% | +16,987+2.4% | Added |
| Qube Research & Technologies Ltd | 635,860 | $16.6M | 0.11% | +635,860 | New |
| Voloridge Investment Management, LLC | 635,799 | $16.6M | 0.09% | +635,799 | New |
| Optiver Holding B.V. | 496,322 | $12.9M | 0.01% | −147,005−22.9% | Reduced |
| Envestnet Asset Management Inc | 469,434 | $12.2M | 0.01% | +254,841+118.8% | Added |
| Ameriprise Financial Inc | 428,133 | $11.1M | 0.00% | +22,271+5.5% | Added |
| American Century Companies Inc | 317,679 | $8.28M | 0.01% | +75,140+31.0% | Added |
| Parallax Volatility Advisers, L.P. | 291,203 | $7.59M | 0.15% | +280,952+2,740.7% | Added |
| Crossmark Global Holdings, Inc. | 272,734 | $7.11M | 0.20% | +6,677+2.5% | Added |
| Meritage Portfolio Management | 260,729 | $6.80M | 0.56% | +260,729 | New |
| Renaissance Group LLC | 213,771 | $5.57M | 0.30% | +3,367+1.6% | Added |
| Wells Fargo & Company | 211,148 | $5.50M | 0.00% | −35,378−14.4% | Reduced |
| PEAK6 Investments LLC | 198,708 | $5.18M | 0.19% | +12,463+6.7% | Added |
| UBS Group AG | 175,434 | $4.57M | 0.00% | +108,528+162.2% | Added |
| American Assets Investment Management, LLC | 166,918 | $4.35M | 0.57% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 159,019 | $4.15M | 0.03% | +159,019 | New |
| Raymond James & Associates | 148,831 | $3.88M | 0.00% | −1,023−0.7% | Reduced |
| Group One Trading, L.P. | 128,420 | $3.35M | 0.11% | +128,420 | New |
| Natixis Advisors, L.P. | 123,520 | $3.22M | 0.01% | −82,334−40.0% | Reduced |
| Manatuck Hill Partners, LLC | 107,448 | $2.80M | 1.43% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 105,066 | $2.74M | 0.01% | +67,968+183.2% | Added |
| M&T Bank Corp | 101,829 | $2.65M | 0.01% | −9,141−8.2% | Reduced |
| Russell Investments Group, Ltd. | 100,565 | $2.62M | 0.01% | −92,104−47.8% | Reduced |
| Quantbot Technologies LP | 100,019 | $2.61M | 0.20% | +100,019 | New |
| Mercer Global Advisors Inc | 96,720 | $2.52M | 0.01% | +76,148+370.2% | Added |
| Mariner, LLC | 91,005 | $2.37M | 0.01% | +57,645+172.8% | Added |
| Creative Planning | 86,309 | $2.25M | 0.00% | +2,452+2.9% | Added |
| Summit Global Investments | 83,029 | $2.17M | 0.20% | +74,923+924.3% | Added |
| Bank of Montreal | 77,691 | $2.06M | 0.00% | −1,467,951−95.0% | Reduced |
| Bank of New York Mellon Corp | 77,479 | $2.02M | 0.00% | +986+1.3% | Added |
| Privium Fund Management B.V. | 76,970 | $2.00M | 0.76% | +76,970 | New |
| O'Shaughnessy Asset Management, LLC | 75,763 | $1.98M | 0.04% | −3,086−3.9% | Reduced |
| LPL Financial LLC | 73,388 | $1.91M | 0.00% | +42,347+136.4% | Added |
| Old Port Advisors | 70,654 | $1.91M | 0.76% | +1,096+1.6% | Added |
| Two Sigma Securities, LLC | 71,618 | $1.87M | 0.27% | +71,618 | New |
| Comerica Bank | 69,233 | $1.86M | 0.02% | +126+0.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 70,300 | $1.83M | 0.01% | +10,100+16.8% | Added |
| Yousif Capital Management, LLC | 66,933 | $1.75M | 0.02% | +580+0.9% | Added |
| Stifel Financial Corp | 65,757 | $1.71M | 0.00% | +1,010+1.6% | Added |
| Integrated Wealth Concepts LLC | 65,516 | $1.71M | 0.05% | +2,576+4.1% | Added |
| Barclays PLC | 62,414 | $1.63M | 0.00% | +19,602+45.8% | Added |
| Susquehanna Fundamental Investments, LLC | 56,361 | $1.47M | 0.03% | +56,361 | New |
| Advisor Partners II, LLC | 56,144 | $1.46M | 0.11% | +56,144 | New |
| US Bancorp | 55,014 | $1.43M | 0.00% | −18,545−25.2% | Reduced |
| West Family Investments, Inc. | 54,284 | $1.42M | 0.60% | −9,215−14.5% | Reduced |
| Veriti Management LLC | 53,872 | $1.40M | 0.21% | −373−0.7% | Reduced |
| Aquatic Capital Management LLC | 52,500 | $1.37M | 0.13% | +50,000+2,000.0% | Added |
| Cutler Group LP | 50,253 | $1.31M | 0.16% | +44,808+822.9% | Added |
| Karp Capital Management Corp | 49,856 | $1.30M | 0.27% | +49,856 | New |
| Wetherby Asset Management Inc | 49,542 | $1.29M | 0.09% | −10,278−17.2% | Reduced |
| HighTower Advisors, LLC | 48,300 | $1.26M | 0.00% | −2,269−4.5% | Reduced |
| Qtron Investments LLC | 47,742 | $1.25M | 0.31% | +11,487+31.7% | Added |
| FORA Capital, LLC | 47,673 | $1.24M | 0.24% | +31,049+186.8% | Added |
| JustInvest LLC | 44,608 | $1.16M | 0.05% | −2,569−5.4% | Reduced |
| The PNC Financial Services Group, Inc. | 42,982 | $1.12M | 0.00% | +1,474+3.6% | Added |
| First Trust Advisors LP | 42,942 | $1.12M | 0.00% | +42,942 | New |
| Northwestern Mutual Wealth Management Co | 42,336 | $1.10M | 0.00% | −17,972−29.8% | Reduced |
| Millennium Management LLC | 41,280 | $1.08M | 0.00% | −28,748−41.1% | Reduced |
| Earnest Partners LLC | 39,432 | $1.03M | 0.01% | −389−1.0% | Reduced |
| Credit Suisse AG | 39,307 | $1.02M | 0.00% | −1,345,618−97.2% | Reduced |
| Cubist Systematic Strategies, LLC | 39,336 | $1.02M | 0.01% | +24,887+172.2% | Added |
| SEI Investments Co | 38,512 | $1.00M | 0.00% | +4,455+13.1% | Added |
| Naviter Wealth, LLC | 38,407 | $1.00M | 0.41% | +3,167+9.0% | Added |
| Ethic Inc. | 38,107 | $993.0K | 0.07% | −11,788−23.6% | Reduced |
| Oppenheimer & Co Inc | 36,574 | $953.0K | 0.02% | +1,103+3.1% | Added |
| Level Four Advisory Services, LLC | 36,033 | $939.0K | 0.09% | +91+0.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 35,700 | $931.0K | 0.81% | −550−1.5% | Reduced |
| Pathstone Family Office, LLC | 34,314 | $903.8K | 0.02% | +2,010+6.2% | Added |
| MUFG Americas Holdings Corp | 33,681 | $878.0K | 0.02% | +4,416+15.1% | Added |
| Ritholtz Wealth Management | 31,873 | $831.0K | 0.04% | −2,697−7.8% | Reduced |
| MML Investors Services, LLC | 31,592 | $824.0K | 0.01% | −1,729−5.2% | Reduced |
| Janney Montgomery Scott LLC | 31,395 | $818.0K | 0.00% | −3,452−9.9% | Reduced |
| CIBC Private Wealth Group, LLC | 30,666 | $800.0K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 30,000 | $782.0K | 0.07% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 29,445 | $767.0K | 0.15% | +1,351+4.8% | Added |
| Virtu Financial LLC | 29,433 | $767.0K | 0.07% | +29,433 | New |
| Squarepoint Ops LLC | 29,330 | $765.0K | 0.01% | +29,330 | New |
| Commonwealth Equity Services, LLC | 29,194 | $761.0K | 0.00% | −4,034−12.1% | Reduced |
| Regions Financial Corp | 28,628 | $747.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 27,823 | $725.0K | 0.02% | −7,574−21.4% | Reduced |
| Park Avenue Securities LLC | 27,228 | $710.0K | 0.01% | +15,369+129.6% | Added |
| Karpas Strategies, LLC | 27,200 | $709.0K | 0.27% | 00.0% | Unchanged |
| Forum Financial Management, LP | 27,067 | $706.0K | 0.03% | 00.0% | Unchanged |