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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 11,780 | $971.8K | 0.02% | +478+4.2% | Added |
| Linden Thomas Advisory Services, LLC | 11,862 | $978.5K | 0.09% | +531+4.7% | Added |
| Fiera Capital Corp | 11,996 | $989.5K | 0.00% | +1,012+9.2% | Added |
| Themes Management Co LLC | 12,052 | $994.2K | 0.61% | −143−1.2% | Reduced |
| Everest Financial Group LLC | 12,067 | $995.4K | 0.16% | 00.0% | Unchanged |
| Frec Markets, Inc. | 12,190 | $1.01M | 0.17% | +3,186+35.4% | Added |
| May Hill Capital, LLC | 12,386 | $1.02M | 0.26% | +674+5.8% | Added |
| Concurrent Investment Advisors, LLC | 12,429 | $1.03M | 0.01% | +4,711+61.0% | Added |
| EverSource Wealth Advisors, LLC | 12,450 | $1.03M | 0.03% | +3,094+33.1% | Added |
| Cornerstone Select Advisors, LLC | 12,488 | $1.03M | 0.64% | −120−1.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,504 | $1.03M | 0.26% | +59+0.5% | Added |
| Sage Rhino Capital LLC | 12,560 | $1.04M | 0.19% | +23+0.2% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 12,736 | $1.05M | 0.05% | +1,550+13.9% | Added |
| Trust Point Inc. | 12,773 | $1.05M | 0.09% | +2,137+20.1% | Added |
| Miracle Mile Advisors, LLC | 12,874 | $1.06M | 0.01% | −2,464−16.1% | Reduced |
| Henshaw Capital LLC | 12,880 | $1.06M | 0.04% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 13,078 | $1.08M | 0.02% | +517+4.1% | Added |
| Private Advisor Group, LLC | 13,222 | $1.09M | 0.01% | −102−0.8% | Reduced |
| LVW Advisors, LLC | 13,277 | $1.10M | 0.11% | +9,877+290.5% | Added |
| AssuredPartners Investment Advisors, LLC | 12,997 | $1.10M | 0.12% | −2,468−16.0% | Reduced |
| Ascent Group, LLC | 13,489 | $1.11M | 0.04% | +1,133+9.2% | Added |
| Everstar Asset Management, LLC | 13,515 | $1.11M | 0.59% | +89+0.7% | Added |
| Cherokee Insurance Co | 13,545 | $1.12M | 0.42% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 12,642 | $1.15M | 0.05% | −46,128−78.5% | Reduced |
| HB Wealth Management, LLC | 14,099 | $1.16M | 0.01% | +1,742+14.1% | Added |
| Parallel Advisors, LLC | 14,220 | $1.17M | 0.02% | +514+3.8% | Added |
| Nations Financial Group Inc, | 14,350 | $1.18M | 0.06% | +1,806+14.4% | Added |
| Profund Advisors LLC | 14,590 | $1.20M | 0.04% | −2,270−13.5% | Reduced |
| State Street Corp | 14,767 | $1.25M | 0.00% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 15,183 | $1.25M | 0.11% | −31−0.2% | Reduced |
| Soltis Investment Advisors LLC | 15,213 | $1.25M | 0.08% | +345+2.3% | Added |
| GAMMA Investing LLC | 15,217 | $1.26M | 0.06% | +1,289+9.3% | Added |
| Henry James International Management, Inc. | 15,380 | $1.27M | 0.46% | +666+4.5% | Added |
| Fig Financial Advisory Services Inc | 15,534 | $1.28M | 0.80% | +15,534 | New |
| Invesco Ltd. | 16,042 | $1.32M | 0.00% | +5,828+57.1% | Added |
| Merit Financial Group, LLC | 16,146 | $1.33M | 0.01% | +363+2.3% | Added |
| Frank, Rimerman Advisors LLC | 16,160 | $1.33M | 0.09% | −245−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,222 | $1.34M | 0.01% | +3,055+23.2% | Added |
| PDS Planning, Inc | 16,851 | $1.39M | 0.09% | +228+1.4% | Added |
| Greenleaf Trust | 17,829 | $1.47M | 0.01% | −86−0.5% | Reduced |
| Ellevest, Inc. | 17,861 | $1.47M | 0.20% | −358−2.0% | Reduced |
| Guggenheim Capital LLC | 17,913 | $1.48M | 0.01% | +1,706+10.5% | Added |
| Foundations Investment Advisors, LLC | 17,980 | $1.48M | 0.02% | +739+4.3% | Added |
| Simplex Trading, LLC | 17,986 | $1.48M | 0.05% | +17,986 | New |
| Jones Financial Companies LLLP | 18,807 | $1.49M | 0.00% | +8,949+90.8% | Added |
| SBI Securities Co., Ltd. | 18,333 | $1.51M | 0.04% | +414+2.3% | Added |
| Beacon Pointe Advisors, LLC | 18,605 | $1.53M | 0.01% | +12,830+222.2% | Added |
| Integrated Wealth Concepts LLC | 18,686 | $1.54M | 0.01% | +2,039+12.2% | Added |
| Versant Capital Management, Inc | 18,697 | $1.54M | 0.15% | +3,509+23.1% | Added |
| Marks Group Wealth Management, Inc | 18,951 | $1.56M | 0.15% | +212+1.1% | Added |
| Foresight Capital Management Advisors, Inc. | 19,045 | $1.57M | 0.87% | −3,890−17.0% | Reduced |
| PCM Encore, LLC | 19,142 | $1.58M | 0.32% | +1,073+5.9% | Added |
| D.A. Davidson & Co. | 19,464 | $1.61M | 0.01% | +25+0.1% | Added |
| Clearstead Advisors, LLC | 19,530 | $1.61M | 0.01% | +19,530 | New |
| DRW Securities, LLC | 19,943 | $1.65M | 0.09% | −16,954−45.9% | Reduced |
| Virtu Financial LLC | 19,960 | $1.65M | 0.07% | +6,160+44.6% | Added |
| RBF Capital, LLC | 20,000 | $1.65M | 0.08% | 00.0% | Unchanged |
| Abel Hall, LLC | 20,017 | $1.65M | 0.35% | −2,319−10.4% | Reduced |
| Aprio Wealth Management, LLC | 20,423 | $1.68M | 0.09% | +628+3.2% | Added |
| Farther Finance Advisors, LLC | 20,142 | $1.72M | 0.02% | +486+2.5% | Added |
| Earnest Partners LLC | 20,995 | $1.73M | 0.01% | −9,361−30.8% | Reduced |
| MAI Capital Management | 21,038 | $1.74M | 0.01% | −887−4.0% | Reduced |
| Founders Financial Securities LLC | 19,779 | $1.79M | 0.10% | +785+4.1% | Added |
| Dynasty Wealth Management, LLC | 21,825 | $1.80M | 0.02% | −1,429−6.1% | Reduced |
| IMC-Chicago, LLC | 21,948 | $1.81M | 0.03% | +21,948 | New |
| Kovitz Investment Group Partners, LLC | 22,078 | $1.82M | 0.04% | +898+4.2% | Added |
| Cornerstone Planning, LLC | 22,085 | $1.82M | 0.41% | +22,085 | New |
| TD Waterhouse Canada Inc. | 21,714 | $1.85M | 0.01% | −61,933−74.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 22,478 | $1.85M | 0.75% | −415−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 22,511 | $1.86M | 0.01% | −329−1.4% | Reduced |
| Orleans Capital Management Corp | 22,528 | $1.86M | 1.26% | +965+4.5% | Added |
| Aperture Investors, LLC | 22,528 | $1.86M | 0.23% | +22,528 | New |
| Evolve Private Wealth, LLC | 22,542 | $1.86M | 0.10% | +1,356+6.4% | Added |
| Gabelli Funds LLC | 22,700 | $1.87M | 0.01% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 22,720 | $1.87M | 0.01% | +22,720 | New |
| Oppenheimer Asset Management Inc. | 22,863 | $1.89M | 0.02% | +1,676+7.9% | Added |
| Systematic Alpha Investments, LLC | 23,000 | $1.90M | 0.07% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 23,259 | $1.92M | 0.02% | −1,096−4.5% | Reduced |
| Ted Buchan & Co | 23,296 | $1.92M | 0.70% | +1,057+4.8% | Added |
| Vestmark Advisory Solutions, Inc. | 23,427 | $1.93M | 0.02% | −26,337−52.9% | Reduced |
| Sagespring Wealth Partners, LLC | 23,662 | $1.95M | 0.04% | +562+2.4% | Added |
| Pzena Investment Management LLC | 23,950 | $1.98M | 0.01% | +1,044+4.6% | Added |
| Dorsey & Whitney Trust CO LLC | 24,118 | $1.99M | 0.11% | −217−0.9% | Reduced |
| Ballentine Partners, LLC | 24,658 | $2.03M | 0.03% | −477−1.9% | Reduced |
| Commonwealth Equity Services, LLC | 24,874 | $2.05M | 0.00% | +297+1.2% | Added |
| Sanctuary Advisors, LLC | 25,105 | $2.07M | 0.01% | +1,854+8.0% | Added |
| Kathmere Capital Management, LLC | 25,654 | $2.12M | 0.13% | +3,959+18.2% | Added |
| Evergreen Capital Management LLC | 25,421 | $2.15M | 0.05% | +2,012+8.6% | Added |
| Checchi Capital Advisers, LLC | 26,192 | $2.16M | 0.15% | −362−1.4% | Reduced |
| Smartleaf Asset Management LLC | 27,434 | $2.18M | 0.08% | +1,324+5.1% | Added |
| Coldstream Capital Management Inc | 26,351 | $2.19M | 0.03% | −1,736−6.2% | Reduced |
| Atria Investments LLC | 26,876 | $2.22M | 0.02% | +3,953+17.2% | Added |
| Quadrant Capital Group LLC | 27,074 | $2.23M | 0.07% | −335−1.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 27,108 | $2.24M | 0.23% | −415−1.5% | Reduced |
| Savant Capital, LLC | 27,385 | $2.26M | 0.01% | +2,518+10.1% | Added |
| Wedbush Securities Inc | 27,519 | $2.27M | 0.07% | −918−3.2% | Reduced |
| RSM US Wealth Management LLC | 27,521 | $2.27M | 0.03% | +1,209+4.6% | Added |
| Acadian Asset Management LLC | 27,902 | $2.30M | 0.00% | −24,836−47.1% | Reduced |
| Glenmede Trust Co NA | 28,472 | $2.35M | 0.01% | +695+2.5% | Added |
| Arkadios Wealth Advisors | 28,595 | $2.36M | 0.04% | −3,894−12.0% | Reduced |