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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 2,500 | $65.0K | 0.00% | +2,500 | New |
| Huntington National Bank | 2,428 | $63.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,257 | $59.0K | 0.00% | +2,257 | New |
| Ancora Advisors, LLC | 2,000 | $52.0K | 0.00% | +1,000+100.0% | Added |
| Selective Wealth Management, Inc. | 1,885 | $49.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,868 | $49.0K | 0.01% | +1,013+118.5% | Added |
| Godsey & Gibb Associates | 1,764 | $46.0K | 0.04% | +1,764 | New |
| Bessemer Group Inc | 1,625 | $42.0K | 0.00% | +1,625 | New |
| JCIC Asset Management Inc. | 1,575 | $41.0K | 0.02% | +265+20.2% | Added |
| Ronald Blue Trust, Inc. | 1,243 | $41.0K | 0.00% | +705+131.0% | Added |
| Whittier Trust Co | 1,477 | $38.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,427 | $37.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,414 | $37.0K | 0.00% | +487+52.5% | Added |
| EverSource Wealth Advisors, LLC | 1,428 | $37.0K | 0.01% | +622+77.2% | Added |
| Zions Bancorporation, N.A. | 1,227 | $32.0K | 0.00% | −85−6.5% | Reduced |
| Bogart Wealth, LLC | 1,224 | $32.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,170 | $31.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,107 | $28.9K | 0.01% | −6,564−85.6% | Reduced |
| Global Retirement Partners, LLC | 1,088 | $28.0K | 0.00% | +182+20.1% | Added |
| Banque Cantonale Vaudoise | 1,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 907 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 809 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 757 | $20.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 678 | $18.0K | 0.00% | −1,298−65.7% | Reduced |
| Allworth Financial LP | 683 | $18.0K | 0.00% | +18+2.7% | Added |
| Adirondack Trust Co | 607 | $16.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 515 | $13.0K | 0.00% | −701−57.6% | Reduced |
| Harbour Investments, Inc. | 403 | $13.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 454 | $12.0K | 0.01% | +64+16.4% | Added |
| Brown Brothers Harriman & Co | 467 | $12.0K | 0.00% | +259+124.5% | Added |
| Raffa Wealth Management, LLC | 427 | $11.1K | 0.00% | +370+649.1% | Added |
| Tortoise Investment Management, LLC | 433 | $11.0K | 0.00% | +341+370.7% | Added |
| Macquarie Group Ltd | 388 | $10.0K | 0.00% | +10+2.6% | Added |
| Hantz Financial Services, Inc. | 389 | $10.0K | 0.00% | +218+127.5% | Added |
| Arlington Partners LLC | 335 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 291 | $8.00K | 0.00% | −78−21.1% | Reduced |
| Legend Financial Advisors, Inc. | 270 | $7.04K | 0.01% | +270 | New |
| Bartlett & Co. LLC | 254 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 254 | $6.62K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 212 | $6.00K | 0.01% | −410−65.9% | Reduced |
| Financial Management Professionals, Inc. | 215 | $6.00K | 0.00% | −241−52.9% | Reduced |
| Column Capital Advisors, LLC | 241 | $6.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 225 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 219 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 156 | $6.00K | 0.00% | +156 | New |
| PSI Advisors, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 192 | $5.00K | 0.00% | +26+15.7% | Added |
| Beacon Capital Management, LLC | 141 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 152 | $4.00K | 0.00% | −104−40.6% | Reduced |
| Bell Investment Advisors, Inc | 166 | $4.00K | 0.00% | −34−17.0% | Reduced |
| Duncker Streett & Co Inc | 148 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 146 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 163 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 143 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 168 | $4.00K | 0.00% | +35+26.3% | Added |
| Accel Wealth Management | 131 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 150 | $4.00K | 0.00% | +150 | New |
| TD Private Client Wealth LLC | 116 | $3.02K | 0.00% | +11+10.5% | Added |
| Whittier Trust Co of Nevada Inc | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $3.00K | 0.00% | +100 | New |
| AXA S.A. | 89 | $2.32K | 0.00% | +89 | New |
| M&R Capital Management Inc | 105 | $2.00K | 0.00% | −207−66.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 114 | $2.00K | 0.00% | −26−18.6% | Reduced |
| Federated Hermes, Inc. | 89 | $2.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 68 | $1.77K | 0.00% | +45+195.7% | Added |
| Brown, Lisle/Cummings, Inc. | 67 | $1.75K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 65 | $1.69K | 0.00% | +1+1.6% | Added |
| Absolute Capital Management, LLC | 63 | $1.64K | 0.00% | +63 | New |
| PFS Partners, LLC | 55 | $1.44K | 0.00% | +1+1.9% | Added |
| BNP Paribas Arbitrage, SA | 53 | $1.38K | 0.00% | −468−89.8% | 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 |
| SRS Capital Advisors, Inc. | 29 | $1.00K | 0.00% | +4+16.0% | Added |
| Evoke Wealth, LLC | 32 | $1.00K | 0.00% | +7+28.0% | Added |
| Key Financial Inc | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 45 | $1.00K | 0.00% | +45 | New |
| FourThought Financial, LLC | 11 | $0 | 0.00% | −10−47.6% | Reduced |
| Macroview Investment Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| City State Bank | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 14 | $0 | 0.00% | +14 | New |
| Vident Investment Advisory, LLC | 12,347 | $0 | 0.00% | +12,347 | New |
| 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 |