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 |
|---|---|---|---|---|---|
| Robinswood Financial LLC | 266 | $21.9K | 0.01% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 263 | $22.2K | 0.01% | +263 | New |
| Maseco LLP | 274 | $22.6K | 0.00% | +274 | New |
| Dunhill Financial, LLC | 277 | $22.9K | 0.01% | +226+443.1% | Added |
| UMA Financial Services, Inc. | 289 | $23.8K | 0.00% | +6+2.1% | Added |
| Creative Financial Designs Inc | 289 | $23.8K | 0.00% | +76+35.7% | Added |
| Cornerstone Financial Management LLC | 298 | $24.6K | 0.02% | +34+12.9% | Added |
| Raffa Wealth Management, LLC | 300 | $24.7K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 310 | $25.6K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 312 | $25.7K | 0.00% | −222−41.6% | Reduced |
| Capital Analysts, LLC | 318 | $26.0K | 0.00% | −183−36.5% | Reduced |
| Fairscale Capital, LLC | 321 | $27.2K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 351 | $29.5K | 0.00% | +325+1,250.0% | Added |
| Retirement Wealth Solutions LLC | 367 | $30.3K | 0.02% | −52−12.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 369 | $30.4K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 375 | $30.9K | 0.00% | +324+635.3% | Added |
| Essential Partners LLC | 397 | $32.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 405 | $33.4K | 0.01% | +22+5.7% | Added |
| Boyd Watterson Asset Management LLC | 416 | $34.3K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 422 | $34.8K | 0.01% | −55−11.5% | Reduced |
| SJS Investment Consulting Inc. | 426 | $35.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 429 | $35.4K | 0.00% | −6−1.4% | Reduced |
| Ballast Advisors LLC | 435 | $35.9K | 0.01% | +435 | New |
| Ancora Advisors, LLC | 440 | $36.3K | 0.00% | +295+203.4% | Added |
| JPL Wealth Management, LLC | 466 | $38.4K | 0.01% | +466 | New |
| Frazier Financial Advisors, LLC | 480 | $39.6K | 0.02% | +65+15.7% | Added |
| Financial Consulate, Inc | 495 | $40.9K | 0.01% | +321+184.5% | Added |
| Whipplewood Advisors, LLC | 499 | $41.2K | 0.02% | +499 | New |
| Mather Group, LLC. | 515 | $42.5K | 0.00% | +515 | New |
| Triumph Capital Management | 527 | $44.5K | 0.01% | +239+83.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 544 | $44.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 564 | $47.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 575 | $51.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 595 | $52.0K | 0.01% | +97+19.5% | Added |
| GW&K Investment Management, LLC | 665 | $55.0K | 0.00% | +166+33.3% | Added |
| MCF Advisors LLC | 689 | $56.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 712 | $60.9K | 0.00% | +16+2.3% | Added |
| Hanson & Doremus Investment Management | 783 | $65.0K | 0.01% | −26−3.2% | Reduced |
| Root Financial Partners, LLC | 798 | $65.8K | 0.00% | −98−10.9% | Reduced |
| Berbice Capital Management LLC | 800 | $66.0K | 0.04% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 821 | $67.7K | 0.06% | +821 | New |
| Spire Wealth Management | 855 | $70.5K | 0.00% | −12−1.4% | Reduced |
| Private Wealth Asset Management, LLC | 874 | $72.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 885 | $72.8K | 0.00% | +216+32.3% | Added |
| True Wealth Design, LLC | 900 | $74.2K | 0.02% | +120+15.4% | Added |
| Edmond de Rothschild Holding S.A. | 907 | $74.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 931 | $76.8K | 0.00% | −7,700−89.2% | Reduced |
| Private Trust Co NA | 956 | $78.9K | 0.01% | −215−18.4% | Reduced |
| Westside Investment Management, Inc. | 1,020 | $86.1K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,058 | $87.3K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,059 | $87.4K | 0.00% | −9,932−90.4% | Reduced |
| Financial Management Professionals, Inc. | 1,061 | $89.0K | 0.01% | +390+58.1% | Added |
| Larson Financial Group LLC | 1,108 | $91.4K | 0.00% | +356+47.3% | Added |
| Anfield Capital Management, LLC | 1,125 | $92.8K | 0.03% | +1,125 | New |
| Parkside Financial Bank & Trust | 1,180 | $97.3K | 0.01% | +24+2.1% | Added |
| Bogart Wealth, LLC | 1,227 | $101.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,258 | $103.8K | 0.00% | +33+2.7% | Added |
| Ronald Blue Trust, Inc. | 1,296 | $106.9K | 0.00% | −395−23.4% | Reduced |
| AdvisorNet Financial, Inc | 1,309 | $108.0K | 0.01% | +170+14.9% | Added |
| Bruce G. Allen Investments, LLC | 1,411 | $116.4K | 0.08% | −455−24.4% | Reduced |
| Global Assets Advisory, LLC | 1,474 | $121.6K | 0.04% | +1,474 | New |
| Clear Street Markets LLC | 1,500 | $123.7K | 0.06% | +1,300+650.0% | Added |
| Umb Bank N A | 1,501 | $123.8K | 0.00% | −87−5.5% | Reduced |
| JFS Wealth Advisors, LLC | 1,513 | $124.8K | 0.01% | −177−10.5% | Reduced |
| Salomon & Ludwin, LLC | 1,496 | $126.3K | 0.01% | +78+5.5% | Added |
| CoreCap Advisors, LLC | 1,533 | $126.5K | 0.00% | −1−0.1% | Reduced |
| Grove Bank & Trust | 1,600 | $132.0K | 0.01% | +10+0.6% | Added |
| Rothschild Investment LLC | 1,796 | $148.1K | 0.01% | +181+11.2% | Added |
| Huntington National Bank | 1,826 | $150.6K | 0.00% | −20−1.1% | Reduced |
| Fifth Third Bancorp | 1,924 | $158.7K | 0.00% | +333+20.9% | Added |
| TD Private Client Wealth LLC | 1,964 | $162.0K | 0.00% | −1,118−36.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,996 | $164.7K | 0.04% | +1,996 | New |
| Walleye Trading LLC | 2,123 | $175.1K | 0.00% | +2,123 | New |
| Owl Creek Wealth Partners LLC | 2,299 | $189.6K | 0.07% | +2,299 | New |
| Nisa Investment Advisors, LLC | 2,277 | $192.9K | 0.00% | +111+5.1% | Added |
| Baird Financial Group, Inc. | 2,429 | $200.4K | 0.00% | +2,429 | New |
| U.S. Capital Wealth Advisors, LLC | 2,438 | $201.1K | 0.01% | +2,438 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,390 | $202.5K | 0.03% | +2,390 | New |
| Acorn Financial Advisory Services Inc | 2,500 | $206.2K | 0.03% | +2,500 | New |
| Sentinus, LLC | 2,519 | $207.8K | 0.02% | +2,519 | New |
| Diversified Enterprises, LLC | 2,534 | $209.0K | 0.01% | −9−0.4% | Reduced |
| Avantax Planning Partners, Inc. | 2,536 | $209.2K | 0.01% | +2,536 | New |
| Elser Financial Planning, Inc | 2,500 | $209.3K | 0.01% | +2,500 | New |
| Regions Financial Corp | 2,547 | $210.1K | 0.00% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 2,337 | $210.9K | 0.02% | +2,337 | New |
| Inscription Capital, LLC | 2,564 | $211.5K | 0.02% | +2,564 | New |
| Braun-Bostich & Associates Inc. | 2,565 | $211.6K | 0.13% | −184−6.7% | Reduced |
| Legacy Wealth Partners, LLC | 2,565 | $211.6K | 0.05% | 00.0% | Unchanged |
| Livet Wealth, LLC | 2,566 | $211.7K | 0.13% | +2,566 | New |
| JCIC Asset Management Inc. | 2,567 | $211.8K | 0.06% | +40+1.6% | Added |
| Walleye Capital LLC | 2,574 | $212.3K | 0.00% | +2,325+933.7% | Added |
| Rosenberg Matthew Hamilton | 2,578 | $212.7K | 0.04% | 00.0% | Unchanged |
| Brio Consultants, LLC | 2,435 | $212.8K | 0.03% | −112−4.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,586 | $213.3K | 0.03% | +2,586 | New |
| Snowden Capital Advisors LLC | 2,523 | $213.8K | 0.01% | +2,523 | New |
| Warren Street Wealth Advisors, LLC | 2,600 | $214.5K | 0.05% | +2,600 | New |
| TrueWealth Financial Partners | 2,621 | $216.2K | 0.09% | +2,621 | New |
| Federation des caisses Desjardins du Quebec | 2,627 | $216.7K | 0.00% | −31−1.2% | Reduced |
| Addison Advisors LLC | 2,653 | $218.8K | 0.05% | +11+0.4% | Added |
| Ariadne Wealth Management, LP | 2,604 | $220.5K | 0.10% | −51−1.9% | Reduced |