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, Q1 2026
Institutional positions in HSBC Holdings PLC as of Mar 31, 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
- 646
- +37 vs. Q4 2025
- Shares held
- 84.5M
- +1.96M (+2.4%) vs. Q4 2025
- Total value
- $6.97B
- +$480.7M (+7.4%) vs. Q4 2025
- New holders
- 85
- 267 more added
- Sold out
- 48
- 182 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6 | $495 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 10 | $825 | 0.00% | +10 | New |
| Southern Michigan Bank & Trust | 11 | $907 | 0.00% | +11 | New |
| Trust Co | 12 | $990 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 16 | $1.32K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $1.73K | 0.00% | −49−70.0% | Reduced |
| TD Capital Management LLC | 23 | $1.91K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 21 | $2.00K | 0.00% | −127−85.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 25 | $2.06K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 28 | $2.31K | 0.00% | +28 | New |
| Financial Network Wealth Advisors LLC | 29 | $2.39K | 0.00% | −16−35.6% | Reduced |
| Central Trust Co | 30 | $2.48K | 0.00% | −5−14.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 32 | $2.64K | 0.00% | −914−96.6% | Reduced |
| St Germain D J Co Inc | 34 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 34 | $2.81K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 34 | $2.81K | 0.00% | +34 | New |
| Westfuller Advisors, LLC | 35 | $2.95K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 36 | $2.97K | 0.00% | −12−25.0% | Reduced |
| Rakuten Securities, Inc. | 38 | $3.13K | 0.00% | −16−29.6% | Reduced |
| Glen Eagle Advisors, LLC | 39 | $3.22K | 0.00% | +8+25.8% | Added |
| JNBA Financial Advisors | 39 | $3.22K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $3.30K | 0.00% | −43−51.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 40 | $3.32K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 41 | $3.38K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 41 | $3.38K | 0.00% | +30+272.7% | Added |
| Brown, Lisle/Cummings, Inc. | 44 | $3.60K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 44 | $3.63K | 0.00% | +44 | New |
| MidFirst Bank | 46 | $3.79K | 0.00% | +46 | New |
| Clean Yield Group | 48 | $3.96K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $4.13K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 50 | $4.13K | 0.00% | 00.0% | Unchanged |
| Ninepoint Partners LP | 51 | $4.21K | 0.00% | +51 | New |
| Murphy & Mullick Capital Management Corp | 52 | $4.29K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 52 | $4.29K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 54 | $4.45K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 55 | $4.54K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 55 | $4.54K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 55 | $4.54K | 0.00% | +55 | New |
| Truvestments Capital LLC | 65 | $5.36K | 0.00% | +65 | New |
| TIAA Wealth Investment Management LLC | 68 | $5.57K | 0.00% | +68 | New |
| Caldwell Sutter Capital, Inc. | 69 | $5.69K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 70 | $5.93K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 72 | $5.94K | 0.00% | +72 | New |
| Archer Investment Corp | 80 | $6.61K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 79 | $7.19K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 88 | $7.26K | 0.00% | +88 | New |
| Turim 21 Investimentos Ltda. | 92 | $7.59K | 0.00% | +92 | New |
| WPG Advisers, LLC | 93 | $7.67K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 98 | $8.23K | 0.00% | +33+50.8% | Added |
| Costello Asset Management, INC | 100 | $8.25K | 0.00% | −100−50.0% | Reduced |
| Chesapeake Asset Management LLC | 100 | $8.25K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $8.25K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $8.25K | 0.00% | +100 | New |
| PlanVest Financial, Inc | 100 | $8.25K | 0.01% | +100 | New |
| Penserra Capital Management LLC | 117 | $9.00K | 0.00% | −45−27.8% | Reduced |
| XY Capital Ltd | 111 | $9.16K | 0.01% | +78+236.4% | Added |
| Legacy Wealth Managment, LLC | 111 | $9.16K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 120 | $9.90K | 0.01% | −40−25.0% | Reduced |
| Rachor Investment Advisory Services, LLC | 120 | $9.90K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 117 | $9.91K | 0.00% | −6−4.9% | Reduced |
| Golden State Wealth Management, LLC | 121 | $10.0K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 125 | $10.3K | 0.00% | +109+681.3% | Added |
| RMG Wealth Management LLC | 119 | $10.8K | 0.00% | +119 | New |
| Financial Connections Group, Inc. | 143 | $11.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 136 | $11.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 136 | $11.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 140 | $11.5K | 0.00% | +19+15.7% | Added |
| Duncker Streett & Co Inc | 148 | $12.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 148 | $12.2K | 0.00% | +148 | New |
| Rossby Financial, LCC | 147 | $12.6K | 0.00% | +111+308.3% | Added |
| HHM Wealth Advisors, LLC | 158 | $13.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 158 | $13.0K | 0.00% | +122+338.9% | Added |
| Federated Hermes, Inc. | 159 | $13.1K | 0.00% | −12−7.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 160 | $13.2K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 160 | $13.2K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 163 | $13.4K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 168 | $13.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 169 | $13.9K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 170 | $14.0K | 0.00% | +169+16,900.0% | Added |
| Lloyd Advisory Services, LLC. | 170 | $14.0K | 0.00% | +170 | New |
| American Capital Advisory, LLC | 170 | $14.0K | 0.01% | +125+277.8% | Added |
| Atlantic Union Bankshares Corp | 180 | $14.8K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 184 | $15.1K | 0.00% | +184 | New |
| Key Financial Inc | 190 | $15.7K | 0.00% | +151+387.2% | Added |
| Signature Equity Partners, LLC | 193 | $15.9K | 0.01% | −68−26.1% | Reduced |
| Valley National Advisers Inc | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 189 | $16.0K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 200 | $16.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 214 | $17.7K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 216 | $17.8K | 0.00% | +40+22.7% | Added |
| CX Institutional | 223 | $18.0K | 0.00% | −27−10.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 219 | $18.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 223 | $18.4K | 0.00% | −13−5.5% | Reduced |
| Manning & Napier Advisors LLC | 235 | $18.6K | 0.00% | −8−3.3% | Reduced |
| Atwood & Palmer Inc | 233 | $19.2K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 237 | $20.2K | 0.00% | −92−28.0% | Reduced |
| Principia Wealth Advisory, LLC | 245 | $20.2K | 0.01% | +64+35.4% | Added |
| Opal Wealth Advisors, LLC | 265 | $21.9K | 0.00% | +265 | New |