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 |
|---|---|---|---|---|---|
| Waters Parkerson & Co., LLC | 5,500 | $453.7K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,509 | $454.4K | 0.02% | −769−12.2% | Reduced |
| Sym Financial Corp | 5,580 | $460.3K | 0.05% | +38+0.7% | Added |
| Choate Investment Advisors | 5,580 | $460.3K | 0.01% | +92+1.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,631 | $464.5K | 0.01% | +1,718+43.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,639 | $465.2K | 0.01% | +709+14.4% | Added |
| Modern Wealth Management, LLC | 5,489 | $469.1K | 0.01% | +1,236+29.1% | Added |
| BSW Wealth Partners | 5,693 | $469.6K | 0.06% | −1,098−16.2% | Reduced |
| Baldwin Investment Management, LLC | 5,707 | $470.8K | 0.06% | 00.0% | Unchanged |
| Brighton Jones LLC | 5,714 | $471.4K | 0.01% | +5,714 | New |
| Gibbs Wealth Management | 5,720 | $471.8K | 0.06% | +5,720 | New |
| Benjamin Edwards Inc | 5,734 | $473.0K | 0.00% | +271+5.0% | Added |
| Acorn Creek Capital LLC | 5,853 | $482.8K | 0.17% | +91+1.6% | Added |
| Corient IA LLC | 5,960 | $491.6K | 0.46% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,986 | $493.8K | 0.00% | −647−9.8% | Reduced |
| Principal Street Partners, LLC | 6,042 | $498.4K | 0.08% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,050 | $499.1K | 0.01% | −26,259−81.3% | Reduced |
| a16z Perennial Management, L.P. | 6,052 | $499.2K | 0.04% | −758−11.1% | Reduced |
| Flputnam Investment Management Co | 6,065 | $500.3K | 0.01% | +444+7.9% | Added |
| Valeo Financial Advisors, LLC | 6,136 | $506.1K | 0.01% | −4,970−44.8% | Reduced |
| Anchyra Partners LLC | 6,142 | $506.7K | 0.15% | +584+10.5% | Added |
| Sonoma Private Wealth LLC | 6,221 | $513.2K | 0.63% | +235+3.9% | Added |
| Medallion Wealth Advisors, LLC | 6,280 | $518.0K | 0.17% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 6,321 | $521.4K | 0.11% | 00.0% | Unchanged |
| First Affirmative Financial Network | 6,335 | $522.5K | 0.20% | +6,335 | New |
| Net Worth Advisory Group | 6,382 | $526.5K | 0.11% | −84−1.3% | Reduced |
| Seeds Investor LLC | 5,829 | $532.6K | 0.07% | +2,670+84.5% | Added |
| Principal Securities, Inc. | 6,516 | $537.5K | 0.01% | +73+1.1% | Added |
| 55 North Private Wealth, LLC | 6,626 | $546.6K | 0.14% | +1,422+27.3% | Added |
| EP Wealth Advisors, LLC | 6,753 | $557.0K | 0.00% | −1,072−13.7% | Reduced |
| Gallacher Capital Management LLC | 6,820 | $562.6K | 0.22% | −3,270−32.4% | Reduced |
| Fred Alger Management, LLC | 6,653 | $563.7K | 0.00% | +2,396+56.3% | Added |
| South Shore Capital Advisors | 6,850 | $565.1K | 0.41% | +6,850 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 6,902 | $569.3K | 0.00% | +6,902 | New |
| Myriad Asset Management US LP | 6,949 | $573.0K | 0.86% | +6,949 | New |
| New Republic Capital, LLC | 6,995 | $577.0K | 0.19% | −4,341−38.3% | Reduced |
| Allworth Financial LP | 7,081 | $584.1K | 0.00% | +469+7.1% | Added |
| Lazard Asset Management LLC | 12,953 | $585.2K | 0.00% | −177−1.3% | Reduced |
| Crumly & Associates Inc. | 7,097 | $585.4K | 0.12% | −214−2.9% | Reduced |
| Resources Investment Advisors, LLC. | 7,133 | $588.4K | 0.01% | +431+6.4% | Added |
| SmartHarvest Portfolios, LLC | 7,138 | $588.8K | 0.25% | −158−2.2% | Reduced |
| Cromwell Holdings LLC | 6,967 | $590.4K | 0.33% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 7,163 | $590.8K | 0.00% | −5,859−45.0% | Reduced |
| Havemeyer Place LP | 7,206 | $594.4K | 0.07% | −3,391−32.0% | Reduced |
| Riversedge Advisors, LLC | 7,226 | $596.1K | 0.10% | +154+2.2% | Added |
| Purkiss Capital Advisors LLC | 7,227 | $596.2K | 0.26% | +910+14.4% | Added |
| Courier Capital LLC | 7,266 | $599.4K | 0.03% | −1,150−13.7% | Reduced |
| Natural Investments, LLC | 7,290 | $601.0K | 0.15% | −82−1.1% | Reduced |
| Capital Performance Advisors LLP | 7,463 | $615.6K | 0.04% | +286+4.0% | Added |
| Monument Capital Management | 7,601 | $627.0K | 0.16% | +81+1.1% | Added |
| Advisory Services Network, LLC | 7,653 | $631.3K | 0.01% | +620+8.8% | Added |
| Main Street Research LLC | 7,733 | $637.9K | 0.04% | +37+0.5% | Added |
| Hexagon Capital Partners LLC | 7,769 | $640.9K | 0.09% | +7,769 | New |
| Cresset Asset Management, LLC | 7,698 | $646.9K | 0.00% | +2,121+38.0% | Added |
| Diversify Wealth Management, LLC | 7,254 | $647.6K | 0.01% | +4,449+158.6% | Added |
| Wealth Alliance | 7,853 | $647.8K | 0.06% | +1,281+19.5% | Added |
| GWN Securities Inc. | 7,869 | $649.2K | 0.12% | +503+6.8% | Added |
| Wealthstar Advisors, LLC | 7,903 | $651.9K | 0.39% | −1,774−18.3% | Reduced |
| Ignite Planners, LLC | 7,946 | $654.1K | 0.10% | −332−4.0% | Reduced |
| Warren Averett Asset Management, LLC | 8,076 | $666.2K | 0.00% | −133−1.6% | Reduced |
| Dynamic Advisor Solutions LLC | 8,087 | $667.1K | 0.02% | +346+4.5% | Added |
| Thrivent Financial for Lutherans | 8,264 | $675.0K | 0.00% | +716+9.5% | Added |
| Mount Yale Investment Advisors, LLC | 8,189 | $695.1K | 0.02% | +2,044+33.3% | Added |
| Sivia Capital Partners, LLC | 8,526 | $703.3K | 0.14% | −7,218−45.8% | Reduced |
| CenterStar Asset Management, LLC | 8,632 | $712.1K | 0.69% | +8,632 | New |
| Portside Wealth Group, LLC | 8,702 | $717.8K | 0.10% | +961+12.4% | Added |
| Allie Family Office LLC | 8,504 | $718.7K | 0.31% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 8,755 | $722.2K | 0.40% | +710+8.8% | Added |
| AE Wealth Management LLC | 8,762 | $722.7K | 0.00% | +535+6.5% | Added |
| Bridgewater Advisors Inc. | 8,043 | $728.9K | 0.04% | −195−2.4% | Reduced |
| Tepp RIA, LLC | 8,849 | $730.0K | 0.57% | −1,219−12.1% | Reduced |
| Mission Wealth Management, LP | 8,852 | $730.2K | 0.02% | −220−2.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,916 | $735.5K | 0.01% | +233+2.7% | Added |
| HighMark Wealth Management LLC | 9,008 | $743.1K | 0.30% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 9,095 | $750.2K | 0.03% | +3,729+69.5% | Added |
| Commerce Bank | 9,212 | $759.9K | 0.00% | +6,202+206.0% | Added |
| Lido Advisors, LLC | 9,059 | $764.4K | 0.00% | +733+8.8% | Added |
| Optas, LLC | 9,298 | $767.0K | 0.12% | −127−1.3% | Reduced |
| Westover Capital Advisors, LLC | 9,313 | $768.2K | 0.14% | +120+1.3% | Added |
| Wedmont Private Capital | 8,520 | $769.1K | 0.02% | +258+3.1% | Added |
| Papamarkou Wellner Asset Management inc. | 9,352 | $771.4K | 0.47% | +6,122+189.5% | Added |
| Deutsche Bank AG | 9,412 | $776.4K | 0.00% | 00.0% | Unchanged |
| West Family Investments, Inc. | 9,455 | $779.9K | 0.27% | −13,602−59.0% | Reduced |
| SeaBridge Investment Advisors LLC | 9,469 | $781.1K | 0.13% | −45−0.5% | Reduced |
| Drive Wealth Management, LLC | 9,322 | $789.9K | 0.17% | +7+0.1% | Added |
| Blair William & Co | 9,846 | $812.2K | 0.00% | −146−1.5% | Reduced |
| Traveka Wealth, LLC | 10,110 | $834.0K | 0.32% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 10,249 | $845.4K | 0.02% | +108+1.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,288 | $848.6K | 0.09% | +20+0.2% | Added |
| Five Oceans Advisors | 10,361 | $854.7K | 0.31% | 00.0% | Unchanged |
| Chelsea Counsel Co | 10,100 | $855.8K | 0.38% | 00.0% | Unchanged |
| Golden State Equity Partners | 10,379 | $856.2K | 0.06% | +5,521+113.6% | Added |
| Legacy Capital Group California, Inc. | 10,476 | $864.2K | 0.33% | −1,908−15.4% | Reduced |
| Rational Advisors LLC | 10,534 | $869.0K | 0.09% | +734+7.5% | Added |
| Independent Advisor Alliance | 10,900 | $899.1K | 0.01% | −703−6.1% | Reduced |
| Cordatus Wealth Management LLC | 11,362 | $937.2K | 0.22% | +47+0.4% | Added |
| Gryphon Financial Partners LLC | 11,402 | $940.6K | 0.10% | +1,231+12.1% | Added |
| Legacy Wealth Asset Management, LLC | 11,421 | $942.1K | 0.23% | −122−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,521 | $950.0K | 0.00% | −1,855−13.9% | Reduced |
| Delta Financial Advisors LLC | 11,534 | $951.4K | 0.25% | 00.0% | Unchanged |