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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 31,395 | $818.0K | 0.00% | −3,452−9.9% | Reduced |
| MML Investors Services, LLC | 31,592 | $824.0K | 0.01% | −1,729−5.2% | Reduced |
| Ritholtz Wealth Management | 31,873 | $831.0K | 0.04% | −2,697−7.8% | Reduced |
| MUFG Americas Holdings Corp | 33,681 | $878.0K | 0.02% | +4,416+15.1% | Added |
| Pathstone Family Office, LLC | 34,314 | $903.8K | 0.02% | +2,010+6.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 35,700 | $931.0K | 0.81% | −550−1.5% | Reduced |
| Level Four Advisory Services, LLC | 36,033 | $939.0K | 0.09% | +91+0.3% | Added |
| Oppenheimer & Co Inc | 36,574 | $953.0K | 0.02% | +1,103+3.1% | Added |
| Ethic Inc. | 38,107 | $993.0K | 0.07% | −11,788−23.6% | Reduced |
| Naviter Wealth, LLC | 38,407 | $1.00M | 0.41% | +3,167+9.0% | Added |
| SEI Investments Co | 38,512 | $1.00M | 0.00% | +4,455+13.1% | Added |
| 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 |
| Earnest Partners LLC | 39,432 | $1.03M | 0.01% | −389−1.0% | Reduced |
| Millennium Management LLC | 41,280 | $1.08M | 0.00% | −28,748−41.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 42,336 | $1.10M | 0.00% | −17,972−29.8% | Reduced |
| First Trust Advisors LP | 42,942 | $1.12M | 0.00% | +42,942 | New |
| The PNC Financial Services Group, Inc. | 42,982 | $1.12M | 0.00% | +1,474+3.6% | Added |
| JustInvest LLC | 44,608 | $1.16M | 0.05% | −2,569−5.4% | Reduced |
| FORA Capital, LLC | 47,673 | $1.24M | 0.24% | +31,049+186.8% | Added |
| Qtron Investments LLC | 47,742 | $1.25M | 0.31% | +11,487+31.7% | Added |
| HighTower Advisors, LLC | 48,300 | $1.26M | 0.00% | −2,269−4.5% | Reduced |
| Wetherby Asset Management Inc | 49,542 | $1.29M | 0.09% | −10,278−17.2% | Reduced |
| Karp Capital Management Corp | 49,856 | $1.30M | 0.27% | +49,856 | New |
| Cutler Group LP | 50,253 | $1.31M | 0.16% | +44,808+822.9% | Added |
| Aquatic Capital Management LLC | 52,500 | $1.37M | 0.13% | +50,000+2,000.0% | Added |
| Veriti Management LLC | 53,872 | $1.40M | 0.21% | −373−0.7% | Reduced |
| West Family Investments, Inc. | 54,284 | $1.42M | 0.60% | −9,215−14.5% | Reduced |
| US Bancorp | 55,014 | $1.43M | 0.00% | −18,545−25.2% | Reduced |
| Advisor Partners II, LLC | 56,144 | $1.46M | 0.11% | +56,144 | New |
| Susquehanna Fundamental Investments, LLC | 56,361 | $1.47M | 0.03% | +56,361 | New |
| Barclays PLC | 62,414 | $1.63M | 0.00% | +19,602+45.8% | Added |
| Integrated Wealth Concepts LLC | 65,516 | $1.71M | 0.05% | +2,576+4.1% | Added |
| Stifel Financial Corp | 65,757 | $1.71M | 0.00% | +1,010+1.6% | Added |
| Yousif Capital Management, LLC | 66,933 | $1.75M | 0.02% | +580+0.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 70,300 | $1.83M | 0.01% | +10,100+16.8% | Added |
| Comerica Bank | 69,233 | $1.86M | 0.02% | +126+0.2% | Added |
| Two Sigma Securities, LLC | 71,618 | $1.87M | 0.27% | +71,618 | New |
| Old Port Advisors | 70,654 | $1.91M | 0.76% | +1,096+1.6% | Added |
| LPL Financial LLC | 73,388 | $1.91M | 0.00% | +42,347+136.4% | Added |
| O'Shaughnessy Asset Management, LLC | 75,763 | $1.98M | 0.04% | −3,086−3.9% | Reduced |
| Privium Fund Management B.V. | 76,970 | $2.00M | 0.76% | +76,970 | New |
| Bank of New York Mellon Corp | 77,479 | $2.02M | 0.00% | +986+1.3% | Added |
| Bank of Montreal | 77,691 | $2.06M | 0.00% | −1,467,951−95.0% | Reduced |
| Summit Global Investments | 83,029 | $2.17M | 0.20% | +74,923+924.3% | Added |
| Creative Planning | 86,309 | $2.25M | 0.00% | +2,452+2.9% | Added |
| Mariner, LLC | 91,005 | $2.37M | 0.01% | +57,645+172.8% | Added |
| Mercer Global Advisors Inc | 96,720 | $2.52M | 0.01% | +76,148+370.2% | Added |
| Quantbot Technologies LP | 100,019 | $2.61M | 0.20% | +100,019 | New |
| Russell Investments Group, Ltd. | 100,565 | $2.62M | 0.01% | −92,104−47.8% | Reduced |
| M&T Bank Corp | 101,829 | $2.65M | 0.01% | −9,141−8.2% | Reduced |
| Advisor Group Holdings, Inc. | 105,066 | $2.74M | 0.01% | +67,968+183.2% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $2.80M | 1.43% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 123,520 | $3.22M | 0.01% | −82,334−40.0% | Reduced |
| Group One Trading, L.P. | 128,420 | $3.35M | 0.11% | +128,420 | New |
| Raymond James & Associates | 148,831 | $3.88M | 0.00% | −1,023−0.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 159,019 | $4.15M | 0.03% | +159,019 | New |
| American Assets Investment Management, LLC | 166,918 | $4.35M | 0.57% | 00.0% | Unchanged |
| UBS Group AG | 175,434 | $4.57M | 0.00% | +108,528+162.2% | Added |
| PEAK6 Investments LLC | 198,708 | $5.18M | 0.19% | +12,463+6.7% | Added |
| Wells Fargo & Company | 211,148 | $5.50M | 0.00% | −35,378−14.4% | Reduced |
| Renaissance Group LLC | 213,771 | $5.57M | 0.30% | +3,367+1.6% | Added |
| Meritage Portfolio Management | 260,729 | $6.80M | 0.56% | +260,729 | New |
| Crossmark Global Holdings, Inc. | 272,734 | $7.11M | 0.20% | +6,677+2.5% | Added |
| Parallax Volatility Advisers, L.P. | 291,203 | $7.59M | 0.15% | +280,952+2,740.7% | Added |
| American Century Companies Inc | 317,679 | $8.28M | 0.01% | +75,140+31.0% | Added |
| Ameriprise Financial Inc | 428,133 | $11.1M | 0.00% | +22,271+5.5% | Added |
| Envestnet Asset Management Inc | 469,434 | $12.2M | 0.01% | +254,841+118.8% | Added |
| Optiver Holding B.V. | 496,322 | $12.9M | 0.01% | −147,005−22.9% | Reduced |
| Voloridge Investment Management, LLC | 635,799 | $16.6M | 0.09% | +635,799 | New |
| Qube Research & Technologies Ltd | 635,860 | $16.6M | 0.11% | +635,860 | New |
| Bank of America Corp | 739,279 | $19.3M | 0.00% | +16,987+2.4% | Added |
| FMR LLC | 762,119 | $19.9M | 0.00% | −66,701−8.0% | Reduced |
| FIL Ltd | 930,080 | $24.2M | 0.03% | −86,789−8.5% | Reduced |
| Clark Capital Management Group, Inc. | 981,938 | $25.6M | 0.34% | +981,938 | New |
| Royal Bank of Canada | 1,004,807 | $26.2M | 0.01% | −203,822−16.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,078,620 | $28.1M | 0.04% | +1,067,317+9,442.8% | Added |
| JPMorgan Chase & Co | 1,098,707 | $28.6M | 0.00% | −1,207,052−52.3% | Reduced |
| Twin Tree Management, LP | 1,149,628 | $30.0M | 0.82% | +1,149,628 | New |
| Citigroup Inc | 1,485,390 | $38.7M | 0.05% | −202,600−12.0% | Reduced |
| BlackRock Inc. | 1,607,209 | $41.9M | 0.00% | −191,547−10.6% | Reduced |
| Citadel Advisors LLC | 1,675,248 | $43.7M | 0.05% | +1,675,248 | New |
| Northern Trust Corp | 1,738,412 | $45.3M | 0.01% | −74,036−4.1% | Reduced |
| Norges Bank | 2,356,000 | $61.4M | 0.02% | +536,000+29.5% | Added |
| Renaissance Technologies LLC | 2,373,943 | $61.9M | 0.09% | −544,600−18.7% | Reduced |
| Goldman Sachs Group Inc | 3,639,380 | $94.9M | 0.03% | −185,892−4.9% | Reduced |
| Morgan Stanley | 5,209,282 | $135.8M | 0.02% | −68,864−1.3% | Reduced |
| Jane Street Group, LLC | 5,601,920 | $146.0M | 0.28% | −487,296−8.0% | Reduced |
| Dimensional Fund Advisors LP | 10,103,917 | $263.4M | 0.10% | +233,686+2.4% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −671,936−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −238,236−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −160,336−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −62,177−100.0% | Sold out |
| SAL Trading, LLC | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −19,459−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −18,556−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −15,297−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,040−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −11,256−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −10,419−100.0% | Sold out |