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 |
|---|---|---|---|---|---|
| Guardian Capital LP | 2,681 | $221.2K | 0.01% | +2,681 | New |
| Stephens Inc | 2,703 | $223.0K | 0.00% | −1,019−27.4% | Reduced |
| Rexford Capital Inc | 2,743 | $226.3K | 0.16% | +30+1.1% | Added |
| Boston Private Wealth LLC | 2,746 | $226.5K | 0.01% | +78+2.9% | Added |
| VestGen Advisors, LLC | 2,541 | $228.6K | 0.01% | +2,541 | New |
| Mayflower Financial Advisors, LLC | 2,777 | $229.1K | 0.03% | +2,777 | New |
| Toroso Investments, LLC | 2,795 | $230.6K | 0.00% | −96−3.3% | Reduced |
| GeoWealth Management, LLC | 2,835 | $233.9K | 0.01% | −10,753−79.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,881 | $237.7K | 0.06% | +222+8.3% | Added |
| Tranquilli Financial Advisor LLC | 2,889 | $238.3K | 0.14% | −101−3.4% | Reduced |
| Insigneo Advisory Services, LLC | 2,992 | $246.8K | 0.02% | +89+3.1% | Added |
| Kestra Private Wealth Services, LLC | 3,005 | $247.8K | 0.00% | +144+5.0% | Added |
| Impact Investors, Inc | 3,033 | $250.2K | 0.17% | +3,033 | New |
| Prosperity Consulting Group, LLC | 3,061 | $252.5K | 0.01% | +3,061 | New |
| SRS Capital Advisors, Inc. | 3,099 | $255.6K | 0.01% | −5,346−63.3% | Reduced |
| Seed Wealth Management, Inc. | 3,130 | $258.2K | 0.18% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 3,150 | $259.8K | 0.27% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 3,185 | $262.7K | 0.08% | +283+9.8% | Added |
| Echo45 Advisors LLC | 3,189 | $263.1K | 0.15% | +227+7.7% | Added |
| Founders Grove Wealth Partners, LLC | 3,204 | $264.3K | 0.06% | +3,204 | New |
| Prospect Financial Group LLC | 3,253 | $268.3K | 0.25% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,270 | $269.7K | 0.00% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,190 | $270.4K | 0.01% | +3,190 | New |
| Brown Financial Advisors | 3,283 | $270.8K | 0.10% | +3,283 | New |
| August Group Capital Ltd | 3,308 | $272.9K | 0.32% | +246+8.0% | Added |
| Klingman & Associates, LLC | 3,317 | $273.6K | 0.01% | +374+12.7% | Added |
| Symphony Financial Services, Inc. | 3,346 | $276.0K | 0.14% | 00.0% | Unchanged |
| Fulcrum Equity Management | 3,352 | $276.5K | 0.27% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,367 | $277.7K | 0.00% | +1,742+107.2% | Added |
| Aptus Capital Advisors, LLC | 3,412 | $281.5K | 0.00% | +126+3.8% | Added |
| Mattson Financial Services, LLC | 3,459 | $285.3K | 0.07% | +3,459 | New |
| First Citizens Bank & Trust Co | 3,462 | $285.6K | 0.01% | −498−12.6% | Reduced |
| Accuvest Global Advisors | 3,502 | $289.0K | 0.27% | +289+9.0% | Added |
| Hoxton Planning & Management, LLC | 3,541 | $292.1K | 0.09% | +197+5.9% | Added |
| HBK Sorce Advisory LLC | 3,241 | $292.2K | 0.01% | +415+14.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,544 | $292.3K | 0.03% | −169−4.6% | Reduced |
| Integrated Advisors Network LLC | 3,571 | $294.6K | 0.02% | +134+3.9% | Added |
| Syverson Strege & Co | 3,581 | $295.4K | 0.07% | −271−7.0% | Reduced |
| Diversified Trust Co | 3,595 | $296.6K | 0.01% | +216+6.4% | Added |
| TD Asset Management Inc | 3,605 | $297.4K | 0.00% | +3,605 | New |
| Focused Alpha, LLC | 3,638 | $300.1K | 0.09% | +3,638 | New |
| Argyle Capital Management Inc. | 3,650 | $301.1K | 0.10% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 3,687 | $304.1K | 0.17% | −2−0.1% | Reduced |
| RMB Capital Management, LLC | 3,698 | $305.0K | 0.01% | +2+0.1% | Added |
| Keebeck Wealth Management, LLC | 3,728 | $307.5K | 0.03% | +3,728 | New |
| Icon Wealth Advisors, LLC | 3,446 | $307.7K | 0.02% | −9−0.3% | Reduced |
| Samalin Investment Counsel, LLC | 3,857 | $318.2K | 0.11% | −42−1.1% | Reduced |
| Keel Point, LLC | 3,865 | $318.8K | 0.02% | −3,708−49.0% | Reduced |
| Sovran Advisors, LLC | 3,479 | $319.6K | 0.03% | +318+10.1% | Added |
| Advisors Preferred, LLC | 3,880 | $320.1K | 0.05% | −806−17.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,950 | $325.9K | 0.09% | −202−4.9% | Reduced |
| Freestone Capital Holdings, LLC | 3,954 | $326.2K | 0.01% | −50−1.2% | Reduced |
| Westerkirk Capital Inc. | 3,954 | $326.2K | 0.04% | 00.0% | Unchanged |
| Sunpointe, LLC | 3,965 | $327.1K | 0.11% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,981 | $328.4K | 0.05% | −111−2.7% | Reduced |
| Voleon Capital Management LP | 3,981 | $328.4K | 0.01% | +3,981 | New |
| Weil Company, Inc. | 4,000 | $330.0K | 0.07% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,000 | $330.0K | 0.01% | +100+2.6% | Added |
| Evoke Wealth, LLC | 3,921 | $331.8K | 0.01% | +144+3.8% | Added |
| Cornerstone Wealth Management, LLC | 4,030 | $332.4K | 0.02% | +94+2.4% | Added |
| D'Orazio & Associates, Inc. | 4,036 | $332.9K | 0.04% | +72+1.8% | Added |
| WealthTrust Axiom LLC | 4,075 | $336.1K | 0.08% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 4,156 | $342.8K | 0.28% | −7,965−65.7% | Reduced |
| Geneos Wealth Management Inc. | 4,222 | $348.3K | 0.01% | 00.0% | Unchanged |
| Manske Wealth Management | 4,248 | $350.4K | 0.10% | +50+1.2% | Added |
| Brucke Financial, Inc. | 4,328 | $357.0K | 0.18% | −5,629−56.5% | Reduced |
| Atlas Capital Advisors LLC | 4,370 | $360.5K | 0.04% | −3,119−41.6% | Reduced |
| Crestwood Advisors Group LLC | 4,402 | $363.1K | 0.01% | +1,343+43.9% | Added |
| Camden Capital, LLC | 4,421 | $364.7K | 0.02% | −75−1.7% | Reduced |
| 180 Wealth Advisors, LLC | 4,431 | $365.5K | 0.04% | −254−5.4% | Reduced |
| Farringdon Capital, Ltd. | 4,535 | $374.1K | 0.08% | −36,738−89.0% | Reduced |
| Flatrock Wealth Partners LLC | 4,433 | $375.2K | 0.17% | +512+13.1% | Added |
| Carter Financial Group, INC. | 4,562 | $376.3K | 0.23% | −1,721−27.4% | Reduced |
| Savvy Advisors, Inc. | 4,584 | $378.1K | 0.01% | +1,177+34.5% | Added |
| Xponance, Inc. | 4,590 | $378.6K | 0.00% | +375+8.9% | Added |
| Ewa, LLC | 4,623 | $381.4K | 0.09% | +72+1.6% | Added |
| Nilsine Partners, LLC | 4,258 | $383.1K | 0.03% | −80−1.8% | Reduced |
| Brown Advisory Inc | 4,647 | $383.3K | 0.00% | +4,647 | New |
| Contravisory Investment Management, Inc. | 4,668 | $385.1K | 0.08% | −376−7.5% | Reduced |
| Resonant Capital Advisors, LLC | 4,535 | $386.4K | 0.02% | +340+8.1% | Added |
| Ashton Thomas Private Wealth, LLC | 4,750 | $391.8K | 0.01% | +480+11.2% | Added |
| Canopy Partners, LLC | 4,809 | $396.7K | 0.14% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,824 | $397.9K | 0.02% | +4,824 | New |
| Foster Group, Inc. | 4,865 | $401.3K | 0.01% | +89+1.9% | Added |
| Rehmann Capital Advisory Group | 4,877 | $402.3K | 0.02% | +793+19.4% | Added |
| Werba Rubin Papier Wealth Management | 4,901 | $404.3K | 0.06% | −11−0.2% | Reduced |
| V-Square Quantitative Management LLC | 4,915 | $405.4K | 0.04% | +1,657+50.9% | Added |
| Greenspring Advisors, LLC | 4,944 | $407.9K | 0.02% | +310+6.7% | Added |
| Tower Research Capital LLC (TRC) | 5,107 | $421.3K | 0.01% | −8,268−61.8% | Reduced |
| Buckingham Strategic Partners | 5,130 | $423.1K | 0.00% | +547+11.9% | Added |
| Zhang Financial LLC | 5,139 | $423.9K | 0.01% | +5,139 | New |
| TCG Advisory Services, LLC | 5,163 | $425.9K | 0.01% | +950+22.5% | Added |
| Xxi Wealth, LLC | 5,183 | $427.5K | 0.24% | +2,473+91.3% | Added |
| Equitable Holdings, Inc. | 5,333 | $428.3K | 0.00% | +5,333 | New |
| Sanibel Captiva Trust Company, Inc. | 5,232 | $431.6K | 0.01% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 5,244 | $432.6K | 0.30% | 00.0% | Unchanged |
| Seven Mile Advisory | 5,251 | $433.2K | 0.31% | +742+16.5% | Added |
| Norden Group LLC | 5,323 | $439.1K | 0.04% | +579+12.2% | Added |
| Pure Financial Advisors, Inc. | 5,468 | $451.1K | 0.01% | +1,653+43.3% | Added |
| Gsa Capital Partners LLP | 5,486 | $453.0K | 0.03% | +5,486 | New |