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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 5,979 | $155.0K | 0.01% | −438−6.8% | Reduced |
| Lindbrook Capital, LLC | 6,861 | $179.0K | 0.03% | +1,033+17.7% | Added |
| Parallel Advisors, LLC | 7,237 | $189.0K | 0.01% | −990−12.0% | Reduced |
| New York State Common Retirement Fund | 7,336 | $191.0K | 0.00% | +2,914+65.9% | Added |
| SG Americas Securities, LLC | 7,335 | $191.0K | 0.00% | +7,335 | New |
| Wipfli Financial Advisors LLC, | 7,549 | $197.0K | 0.01% | +7,549 | New |
| BerganKDV Wealth Management, LLC | 7,721 | $201.0K | 0.02% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 7,750 | $201.0K | 0.07% | 00.0% | Unchanged |
| AMG National Trust Bank | 7,709 | $201.0K | 0.01% | +7,709 | New |
| PDS Planning, Inc | 8,006 | $209.0K | 0.04% | −1,070−11.8% | Reduced |
| Bridgefront Capital, LLC | 8,323 | $217.0K | 0.22% | +8,323 | New |
| Flow Traders U.S. LLC | 8,402 | $219.0K | 0.01% | −6,574−43.9% | Reduced |
| Allie Family Office LLC | 8,504 | $222.0K | 0.19% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 8,583 | $224.0K | 0.02% | −1,006−10.5% | Reduced |
| Prudential Financial Inc | 8,734 | $227.0K | 0.00% | +1,636+23.0% | Added |
| Five Oceans Advisors | 8,694 | $227.0K | 0.18% | +8,694 | New |
| Susquehanna International Group, LLP | 8,876 | $231.0K | 0.00% | −25,261−74.0% | Reduced |
| GQG Partners LLC | 8,855 | $231.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 8,923 | $233.0K | 0.00% | +555+6.6% | Added |
| HighMark Wealth Management LLC | 9,008 | $235.0K | 0.20% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 9,034 | $236.0K | 0.13% | 00.0% | Unchanged |
| Bailard, Inc. | 9,105 | $237.0K | 0.01% | −510−5.3% | Reduced |
| Cooper Financial Group | 9,103 | $237.0K | 0.09% | +9,103 | New |
| Deutsche Bank AG | 9,565 | $249.0K | 0.00% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 9,594 | $250.0K | 0.10% | +1,237+14.8% | Added |
| Courier Capital LLC | 9,927 | $259.0K | 0.03% | 00.0% | Unchanged |
| Bluestein R H & Co | 10,000 | $261.0K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,066 | $263.0K | 0.00% | +603+6.4% | Added |
| Orleans Capital Management Corp | 10,150 | $265.0K | 0.22% | +10,150 | New |
| Clearbridge Investments, LLC | 10,216 | $266.0K | 0.00% | −751−6.8% | Reduced |
| Rockefeller Capital Management L.P. | 10,236 | $266.0K | 0.00% | +3,346+48.6% | Added |
| Investors Research Corp | 10,266 | $268.0K | 0.08% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 10,573 | $276.0K | 0.06% | +10,573 | New |
| CSS LLC | 11,000 | $287.0K | 0.02% | +11,000 | New |
| Dynamic Technology Lab Private Ltd | 11,082 | $289.0K | 0.03% | +11,082 | New |
| Sequoia Financial Advisors, LLC | 11,307 | $295.0K | 0.01% | −2,854−20.2% | Reduced |
| Sage Rhino Capital LLC | 11,527 | $301.0K | 0.12% | −547−4.5% | Reduced |
| Koss-Olinger Consulting, LLC | 11,654 | $304.0K | 0.05% | +11,654 | New |
| Bokf, NA | 11,704 | $305.0K | 0.01% | +179+1.6% | Added |
| Glenmede Trust Co NA | 11,897 | $309.0K | 0.00% | +1,658+16.2% | Added |
| Belvedere Trading LLC | 12,339 | $317.0K | 0.35% | +12,339 | New |
| Blair William & Co | 12,268 | $320.0K | 0.00% | +610+5.2% | Added |
| American Trust Investment Advisors, LLC | 12,565 | $328.0K | 0.21% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 12,682 | $331.0K | 0.06% | +6,435+103.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,711 | $332.0K | 0.06% | −487−3.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 13,470 | $351.0K | 0.26% | +1,263+10.3% | Added |
| Franklin Resources Inc | 13,480 | $352.0K | 0.00% | −2,814−17.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 13,781 | $359.0K | 0.25% | −1,102−7.4% | Reduced |
| Vise Technologies, Inc. | 14,039 | $366.0K | 0.14% | +865+6.6% | Added |
| Boston Private Wealth LLC | 14,045 | $366.0K | 0.01% | +5,530+64.9% | Added |
| Brinker Capital Investments, LLC | 14,397 | $375.0K | 0.01% | +87+0.6% | Added |
| State Street Corp | 14,657 | $382.0K | 0.00% | +440+3.1% | Added |
| Truist Financial Corp | 14,794 | $386.0K | 0.00% | −1,697−10.3% | Reduced |
| Greenleaf Trust | 14,864 | $388.0K | 0.01% | −272−1.8% | Reduced |
| Wedbush Securities Inc | 14,997 | $391.0K | 0.02% | +7,187+92.0% | Added |
| Legacy Wealth Asset Management, LLC | 15,445 | $403.0K | 0.18% | +15,445 | New |
| Cambridge Investment Research Advisors, Inc. | 15,816 | $412.0K | 0.00% | −1,699−9.7% | Reduced |
| Evergreen Capital Management LLC | 16,696 | $435.0K | 0.02% | +1,095+7.0% | Added |
| Clarius Group, LLC | 16,721 | $436.0K | 0.04% | +4,825+40.6% | Added |
| Dorsey & Whitney Trust CO LLC | 16,822 | $439.0K | 0.05% | +54+0.3% | Added |
| Cetera Advisor Networks LLC | 17,111 | $446.0K | 0.01% | +3,441+25.2% | Added |
| J.W. Cole Advisors, Inc. | 17,379 | $453.0K | 0.04% | −1,843−9.6% | Reduced |
| TD Waterhouse Canada Inc. | 17,629 | $465.2K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 18,006 | $469.0K | 0.01% | −117,239−86.7% | Reduced |
| Quadrant Capital Group LLC | 18,864 | $492.0K | 0.07% | −3,541−15.8% | Reduced |
| Seven Eight Capital, LP | 19,275 | $502.0K | 0.10% | +19,275 | New |
| MAI Capital Management | 19,500 | $508.0K | 0.01% | +19,500 | New |
| D.A. Davidson & Co. | 19,607 | $510.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 19,965 | $520.0K | 0.00% | −2,976−13.0% | Reduced |
| Simplex Trading, LLC | 20,977 | $546.0K | 0.02% | −68,145−76.5% | Reduced |
| Jarislowsky, Fraser Ltd | 21,035 | $548.0K | 0.00% | −415−1.9% | Reduced |
| CenterStar Asset Management, LLC | – | $553.0K | 0.97% | – | New |
| Morningstar Investment Services LLC | 21,429 | $558.0K | 0.01% | +1,107+5.4% | Added |
| McDonald Partners LLC | 21,556 | $562.0K | 0.21% | +176+0.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,769 | $568.0K | 0.00% | +21,769 | New |
| Checchi Capital Advisers, LLC | 22,203 | $579.0K | 0.06% | +343+1.6% | Added |
| Profund Advisors LLC | 22,349 | $583.0K | 0.04% | −2,510−10.1% | Reduced |
| XTX Topco Ltd | 22,456 | $585.0K | 0.14% | +10,853+93.5% | Added |
| First Manhattan Co | 22,760 | $593.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 22,887 | $597.0K | 0.01% | −3,949−14.7% | Reduced |
| HAP Trading, LLC | 22,915 | $597.0K | 0.08% | +22,915 | New |
| Systematic Alpha Investments, LLC | 23,000 | $600.0K | 0.04% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 23,510 | $613.0K | 0.17% | −14−0.1% | Reduced |
| Corient Capital Partners, LLC | 18,862 | $616.0K | 0.05% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 24,297 | $633.0K | 0.00% | −2,254−8.5% | Reduced |
| Lake Street Advisors Group, LLC | 24,503 | $639.0K | 0.05% | −4,669−16.0% | Reduced |
| Invesco Ltd. | 24,584 | $641.0K | 0.00% | −1,986−7.5% | Reduced |
| Vontobel Holding Ltd. | 25,765 | $672.0K | 0.01% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 25,777 | $672.0K | 0.23% | +1,850+7.7% | Added |
| Forum Financial Management, LP | 27,067 | $706.0K | 0.03% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 27,200 | $709.0K | 0.27% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 27,228 | $710.0K | 0.01% | +15,369+129.6% | Added |
| Signaturefd, LLC | 27,823 | $725.0K | 0.02% | −7,574−21.4% | Reduced |
| Regions Financial Corp | 28,628 | $747.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 29,194 | $761.0K | 0.00% | −4,034−12.1% | Reduced |
| Squarepoint Ops LLC | 29,330 | $765.0K | 0.01% | +29,330 | New |
| 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 |
| RBF Capital, LLC | 30,000 | $782.0K | 0.07% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 30,666 | $800.0K | 0.00% | 00.0% | Unchanged |