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, Q2 2026
Institutional positions in HSBC Holdings PLC as of Jun 30, 2026. 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
- 713
- +75 vs. Q1 2026
- Shares held
- 84.2M
- +87.7K (+0.1%) vs. Q1 2026
- Total value
- $8.00B
- +$1.06B (+15.3%) vs. Q1 2026
- New holders
- 126
- 278 more added
- Sold out
- 51
- 184 more reduced
8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 18,572,508 | $1.77B | 0.53% | +369,708+2.0% | Added |
| Dimensional Fund Advisors LP | 9,812,755 | $933.1M | 0.17% | −159,466−1.6% | Reduced |
| Morgan Stanley | 8,077,493 | $768.1M | 0.04% | +419,000+5.5% | Added |
| Goldman Sachs Group Inc | 5,658,007 | $538.0M | 0.06% | +1,027,574+22.2% | Added |
| FMR LLC | 4,336,546 | $412.4M | 0.02% | +559,850+14.8% | Added |
| Northern Trust Corp | 3,012,114 | $286.4M | 0.03% | −35,368−1.2% | Reduced |
| Sanders Capital, LLC | 2,632,430 | $250.3M | 0.25% | −174,600−6.2% | Reduced |
| BlackRock, Inc. | 2,480,130 | $235.8M | 0.00% | −83,715−3.3% | Reduced |
| Bank of America Corp | 2,399,615 | $228.2M | 0.01% | +13,732+0.6% | Added |
| American Century Companies Inc | 1,665,928 | $158.4M | 0.07% | −1,758−0.1% | Reduced |
| Royal Bank of Canada | 1,283,561 | $122.1M | 0.02% | −20,631−1.6% | Reduced |
| Clearbridge Investments, LLC | 1,057,593 | $100.6M | 0.08% | −482,214−31.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 716,556 | $68.1M | 0.32% | +82,747+13.1% | Added |
| Charles Schwab Investment Management Inc | 667,970 | $63.5M | 0.01% | +88,363+15.2% | Added |
| Quantinno Capital Management LP | 605,426 | $57.6M | 0.07% | +79,651+15.1% | Added |
| Cookson Peirce & Co Inc | 594,134 | $56.5M | 1.86% | +2570.0% | Added |
| JPMorgan Chase & Co | 574,663 | $54.6M | 0.00% | +92,912+19.3% | Added |
| UBS Group AG | 463,366 | $44.1M | 0.01% | −144,828−23.8% | Reduced |
| Raymond James Financial Inc | 445,799 | $42.4M | 0.01% | −105,378−19.1% | Reduced |
| Tredje AP-fonden | 441,900 | $42.0M | 0.19% | +308,011+230.0% | Added |
| Envestnet Asset Management Inc | 439,037 | $41.7M | 0.01% | −30,086−6.4% | Reduced |
| Wells Fargo & Company | 438,944 | $41.7M | 0.01% | −25,705−5.5% | Reduced |
| Natixis Advisors, L.P. | 436,721 | $41.5M | 0.05% | +29,920+7.4% | Added |
| 1832 Asset Management L.P. | 433,579 | $41.2M | 0.05% | +141,896+48.6% | Added |
| Crossmark Global Holdings, Inc. | 433,418 | $41.2M | 0.53% | −11,057−2.5% | Reduced |
| Renaissance Technologies LLC | 419,122 | $39.9M | 0.05% | −105,000−20.0% | Reduced |
| AQR Capital Management LLC | 413,625 | $39.3M | 0.01% | +85,000+25.9% | Added |
| Bank of Montreal | 408,789 | $38.9M | 0.01% | +71,849+21.3% | Added |
| First Trust Advisors LP | 397,504 | $37.8M | 0.02% | −103,001−20.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 392,331 | $37.3M | 0.07% | −544,236−58.1% | Reduced |
| LPL Financial LLC | 370,766 | $35.3M | 0.01% | −6,601−1.7% | Reduced |
| Qube Research & Technologies Ltd | 342,206 | $32.5M | 0.04% | +140,546+69.7% | Added |
| Bank of New York Mellon Corp | 326,206 | $31.0M | 0.01% | +11,388+3.6% | Added |
| Creative Planning | 313,988 | $29.9M | 0.02% | −2,695−0.9% | Reduced |
| Abc Arbitrage SA | 283,637 | $27.0M | 2.91% | +540+0.2% | Added |
| QRG Capital Management, Inc. | 264,385 | $25.1M | 0.21% | +31,191+13.4% | Added |
| HighTower Advisors, LLC | 251,966 | $24.0M | 0.02% | −3,528−1.4% | Reduced |
| Janney Montgomery Scott LLC | 240,037 | $22.8M | 0.04% | −2,725−1.1% | Reduced |
| Promethos Capital, LLC | 235,463 | $22.4M | 6.13% | +36,371+18.3% | Added |
| Foresight Global Investors, Inc. | 213,514 | $20.3M | 12.31% | +2,419+1.1% | Added |
| Mariner, LLC | 212,178 | $20.2M | 0.02% | −6,715−3.1% | Reduced |
| Beck Bode, LLC | 208,170 | $19.8M | 3.00% | +3,236+1.6% | Added |
| Mercer Global Advisors Inc | 200,940 | $19.1M | 0.02% | −5,294−2.6% | Reduced |
| Ritholtz Wealth Management | 188,863 | $18.0M | 0.27% | +14,090+8.1% | Added |
| Captrust Financial Advisors | 188,290 | $17.9M | 0.03% | +863+0.5% | Added |
| Pathstone Holdings, LLC | 174,752 | $16.6M | 0.05% | −1,484−0.8% | Reduced |
| Ethic Inc. | 174,381 | $16.6M | 0.21% | +15,679+9.9% | Added |
| American Assets Investment Management, LLC | 166,918 | $15.9M | 0.96% | 00.0% | Unchanged |
| Millennium Management LLC | 161,690 | $15.4M | 0.01% | −148,680−47.9% | Reduced |
| Two Sigma Investments, LP | 158,284 | $15.1M | 0.01% | +9,985+6.7% | Added |
| US Bancorp | 157,469 | $15.0M | 0.02% | −14,858−8.6% | Reduced |
| SEI Investments Co | 149,306 | $14.2M | 0.01% | +7,077+5.0% | Added |
| Ameriprise Financial Inc | 147,954 | $14.1M | 0.00% | +10,369+7.5% | Added |
| Nuveen, LLC | 145,568 | $13.8M | 0.00% | +145,568 | New |
| JustInvest LLC | 140,755 | $13.4M | 0.11% | +11,267+8.7% | Added |
| Nomura Holdings Inc | 140,648 | $13.4M | 0.06% | +140,648 | New |
| Citigroup Inc | 135,190 | $12.9M | 0.01% | −279,918−67.4% | Reduced |
| BNP Paribas Arbitrage, SA | 133,031 | $12.6M | 0.01% | −172,307−56.4% | Reduced |
| Cerity Partners LLC | 126,625 | $12.0M | 0.01% | −3,271−2.5% | Reduced |
| TD Waterhouse Canada Inc. | 125,095 | $12.0M | 0.03% | +103,381+476.1% | Added |
| National Bank of Canada | 125,086 | $11.9M | 0.01% | +37,785+43.3% | Added |
| MML Investors Services, LLC | 122,531 | $11.7M | 0.02% | +18,071+17.3% | Added |
| M&T Bank Corp | 120,855 | $11.5M | 0.03% | +323+0.3% | Added |
| Manning & Napier Advisors LLC | 120,358 | $11.4M | 0.15% | +120,123+51,116.2% | Added |
| HRT Financial LP | 118,360 | $11.3M | 0.02% | +31,416+36.1% | Added |
| Russell Investments Group, Ltd. | 115,369 | $11.0M | 0.01% | +21,513+22.9% | Added |
| Franklin Resources Inc | 112,365 | $10.7M | 0.00% | −98,204−46.6% | Reduced |
| Manatuck Hill Partners, LLC | 107,448 | $10.2M | 3.39% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 102,153 | $9.71M | 0.10% | +34,455+50.9% | Added |
| Laird Norton Trust Company, LLC | 98,141 | $9.33M | 0.18% | −1,310−1.3% | Reduced |
| Naviter Wealth, LLC | 94,781 | $9.01M | 0.82% | +19,625+26.1% | Added |
| Neuberger Berman Group LLC | 92,143 | $8.76M | 0.01% | +8,921+10.7% | Added |
| Stifel Financial Corp | 90,839 | $8.64M | 0.01% | −4,456−4.7% | Reduced |
| Brinker Capital Investments, LLC | 87,615 | $8.33M | 0.06% | −15,304−14.9% | Reduced |
| Truist Financial Corp | 87,439 | $8.31M | 0.01% | −1,936−2.2% | Reduced |
| Bellars Harris Wealth Management, LLC | 84,607 | $8.05M | 1.64% | +84,607 | New |
| Callan Family Office, LLC | 82,060 | $7.80M | 0.15% | +2,492+3.1% | Added |
| Atomi Financial Group, Inc. | 79,278 | $7.54M | 0.20% | +3,403+4.5% | Added |
| Vident Advisory, LLC | 78,538 | $7.47M | 0.06% | −37,465−32.3% | Reduced |
| Factory Mutual Insurance Co | 77,552 | $7.37M | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 77,459 | $7.37M | 0.00% | +7,997+11.5% | Added |
| Parallax Volatility Advisers, L.P. | 77,340 | $7.35M | 0.27% | +64,698+511.8% | Added |
| Cetera Investment Advisers | 77,056 | $7.33M | 0.01% | +2,564+3.4% | Added |
| Americana Partners, LLC | 75,309 | $7.16M | 0.16% | +761+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 74,546 | $7.09M | 0.00% | +3,586+5.1% | Added |
| Optiver Holding B.V. | 72,877 | $6.93M | 0.10% | +72,877 | New |
| Hennessy Advisors Inc | 70,900 | $6.74M | 0.22% | −1,300−1.8% | Reduced |
| Assetmark, Inc | 70,855 | $6.74M | 0.01% | +17,582+33.0% | Added |
| Hantz Financial Services, Inc. | 68,594 | $6.52M | 0.09% | +13,916+25.5% | Added |
| New York State Common Retirement Fund | 65,586 | $6.24M | 0.01% | +1,390+2.2% | Added |
| Old Mission Capital LLC | 65,570 | $6.24M | 0.16% | −72,275−52.4% | Reduced |
| CAPROCK Group, Inc. | 65,562 | $6.23M | 0.12% | +65,562 | New |
| Vise Technologies, Inc. | 64,551 | $6.14M | 0.07% | +5,686+9.7% | Added |
| Gradient Investments LLC | 63,621 | $6.05M | 0.08% | +2,948+4.9% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 63,521 | $6.04M | 0.29% | +500+0.8% | Added |
| Rhumbline Advisers | 62,157 | $5.91M | 0.00% | +7,864+14.5% | Added |
| Savant Capital, LLC | 56,069 | $5.66M | 0.02% | +28,684+104.7% | Added |
| Old Port Advisors | 59,281 | $5.64M | 1.11% | +241+0.4% | Added |
| Sequoia Financial Advisors, LLC | 59,033 | $5.61M | 0.03% | −171−0.3% | Reduced |
| CI Private Wealth, LLC | 58,102 | $5.52M | 0.01% | +5,353+10.1% | Added |