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 |
|---|---|---|---|---|---|
| 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 |
| Invesco Ltd. | 24,584 | $641.0K | 0.00% | −1,986−7.5% | Reduced |
| Lake Street Advisors Group, LLC | 24,503 | $639.0K | 0.05% | −4,669−16.0% | Reduced |
| CIBC World Markets Inc. | 24,297 | $633.0K | 0.00% | −2,254−8.5% | Reduced |
| Corient Capital Partners, LLC | 18,862 | $616.0K | 0.05% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 23,510 | $613.0K | 0.17% | −14−0.1% | Reduced |
| Systematic Alpha Investments, LLC | 23,000 | $600.0K | 0.04% | 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 |
| First Manhattan Co | 22,760 | $593.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 22,456 | $585.0K | 0.14% | +10,853+93.5% | Added |
| Profund Advisors LLC | 22,349 | $583.0K | 0.04% | −2,510−10.1% | Reduced |
| Checchi Capital Advisers, LLC | 22,203 | $579.0K | 0.06% | +343+1.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,769 | $568.0K | 0.00% | +21,769 | New |
| McDonald Partners LLC | 21,556 | $562.0K | 0.21% | +176+0.8% | Added |
| Morningstar Investment Services LLC | 21,429 | $558.0K | 0.01% | +1,107+5.4% | Added |
| CenterStar Asset Management, LLC | – | $553.0K | 0.97% | – | New |
| Jarislowsky, Fraser Ltd | 21,035 | $548.0K | 0.00% | −415−1.9% | Reduced |
| Simplex Trading, LLC | 20,977 | $546.0K | 0.02% | −68,145−76.5% | Reduced |
| Lazard Asset Management LLC | 19,965 | $520.0K | 0.00% | −2,976−13.0% | Reduced |
| D.A. Davidson & Co. | 19,607 | $510.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 19,500 | $508.0K | 0.01% | +19,500 | New |
| Seven Eight Capital, LP | 19,275 | $502.0K | 0.10% | +19,275 | New |
| Quadrant Capital Group LLC | 18,864 | $492.0K | 0.07% | −3,541−15.8% | Reduced |
| Private Advisor Group, LLC | 18,006 | $469.0K | 0.01% | −117,239−86.7% | Reduced |
| TD Waterhouse Canada Inc. | 17,629 | $465.2K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 17,379 | $453.0K | 0.04% | −1,843−9.6% | Reduced |
| Cetera Advisor Networks LLC | 17,111 | $446.0K | 0.01% | +3,441+25.2% | Added |
| Dorsey & Whitney Trust CO LLC | 16,822 | $439.0K | 0.05% | +54+0.3% | Added |
| Clarius Group, LLC | 16,721 | $436.0K | 0.04% | +4,825+40.6% | Added |
| Evergreen Capital Management LLC | 16,696 | $435.0K | 0.02% | +1,095+7.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,816 | $412.0K | 0.00% | −1,699−9.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 15,445 | $403.0K | 0.18% | +15,445 | New |
| Wedbush Securities Inc | 14,997 | $391.0K | 0.02% | +7,187+92.0% | Added |
| Greenleaf Trust | 14,864 | $388.0K | 0.01% | −272−1.8% | Reduced |
| Truist Financial Corp | 14,794 | $386.0K | 0.00% | −1,697−10.3% | Reduced |
| State Street Corp | 14,657 | $382.0K | 0.00% | +440+3.1% | Added |
| Brinker Capital Investments, LLC | 14,397 | $375.0K | 0.01% | +87+0.6% | Added |
| 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 |
| Safeguard Investment Advisory Group, LLC | 13,781 | $359.0K | 0.25% | −1,102−7.4% | Reduced |
| Franklin Resources Inc | 13,480 | $352.0K | 0.00% | −2,814−17.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 13,470 | $351.0K | 0.26% | +1,263+10.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,711 | $332.0K | 0.06% | −487−3.7% | Reduced |
| Strategic Global Advisors, LLC | 12,682 | $331.0K | 0.06% | +6,435+103.0% | Added |
| American Trust Investment Advisors, LLC | 12,565 | $328.0K | 0.21% | 00.0% | Unchanged |
| Blair William & Co | 12,268 | $320.0K | 0.00% | +610+5.2% | Added |
| Belvedere Trading LLC | 12,339 | $317.0K | 0.35% | +12,339 | New |
| Glenmede Trust Co NA | 11,897 | $309.0K | 0.00% | +1,658+16.2% | Added |
| Bokf, NA | 11,704 | $305.0K | 0.01% | +179+1.6% | Added |
| Koss-Olinger Consulting, LLC | 11,654 | $304.0K | 0.05% | +11,654 | New |
| Sage Rhino Capital LLC | 11,527 | $301.0K | 0.12% | −547−4.5% | Reduced |
| Sequoia Financial Advisors, LLC | 11,307 | $295.0K | 0.01% | −2,854−20.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,082 | $289.0K | 0.03% | +11,082 | New |
| CSS LLC | 11,000 | $287.0K | 0.02% | +11,000 | New |
| Blueshift Asset Management, LLC | 10,573 | $276.0K | 0.06% | +10,573 | New |
| Investors Research Corp | 10,266 | $268.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Orleans Capital Management Corp | 10,150 | $265.0K | 0.22% | +10,150 | New |
| Cresset Asset Management, LLC | 10,066 | $263.0K | 0.00% | +603+6.4% | Added |
| Bluestein R H & Co | 10,000 | $261.0K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 9,927 | $259.0K | 0.03% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 9,594 | $250.0K | 0.10% | +1,237+14.8% | Added |
| Deutsche Bank AG | 9,565 | $249.0K | 0.00% | 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 |
| Henry James International Management, Inc. | 9,034 | $236.0K | 0.13% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9,008 | $235.0K | 0.20% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 8,923 | $233.0K | 0.00% | +555+6.6% | Added |
| 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 |
| 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 |
| Schechter Investment Advisors, LLC | 8,583 | $224.0K | 0.02% | −1,006−10.5% | Reduced |
| Allie Family Office LLC | 8,504 | $222.0K | 0.19% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 8,402 | $219.0K | 0.01% | −6,574−43.9% | Reduced |
| Bridgefront Capital, LLC | 8,323 | $217.0K | 0.22% | +8,323 | New |
| PDS Planning, Inc | 8,006 | $209.0K | 0.04% | −1,070−11.8% | Reduced |
| 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 |
| Wipfli Financial Advisors LLC, | 7,549 | $197.0K | 0.01% | +7,549 | New |
| 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 |
| Parallel Advisors, LLC | 7,237 | $189.0K | 0.01% | −990−12.0% | Reduced |
| Lindbrook Capital, LLC | 6,861 | $179.0K | 0.03% | +1,033+17.7% | Added |
| Geneos Wealth Management Inc. | 5,979 | $155.0K | 0.01% | −438−6.8% | Reduced |
| American Portfolios Advisors | 5,202 | $135.6K | 0.01% | +5,000+2,475.2% | Added |
| Blueprint Investment Partners LLC | 4,649 | $121.0K | 0.03% | −5,752−55.3% | Reduced |
| Clear Street Markets LLC | 4,500 | $117.0K | 0.02% | −100−2.2% | Reduced |
| CWM, LLC | 4,223 | $110.0K | 0.00% | +95+2.3% | Added |
| IFP Advisors, Inc | 2,119 | $106.0K | 0.00% | +1,074+102.8% | Added |
| Rosenberg Matthew Hamilton | 3,835 | $100.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,843 | $100.0K | 0.00% | +37+1.0% | Added |
| Ellevest, Inc. | 3,593 | $94.0K | 0.01% | −3,989−52.6% | Reduced |
| National Bank of Canada | 3,310 | $86.0K | 0.00% | −787−19.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,206 | $83.6K | 0.00% | +441+15.9% | Added |
| Glassman Wealth Services | 2,610 | $68.0K | 0.01% | +104+4.2% | Added |