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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 29,477 | $2.43M | 0.03% | −10,407−26.1% | Reduced |
| Syon Capital LLC | 29,675 | $2.45M | 0.12% | +531+1.8% | Added |
| GWM Advisors LLC | 30,105 | $2.48M | 0.01% | −802−2.6% | Reduced |
| Credit Agricole S A | 30,123 | $2.48M | 0.01% | −6,855−18.5% | Reduced |
| Prospera Financial Services Inc | 30,125 | $2.49M | 0.04% | −21,113−41.2% | Reduced |
| We Are One Seven, LLC | 30,370 | $2.51M | 0.05% | −2,067−6.4% | Reduced |
| Sowell Financial Services LLC | 31,258 | $2.58M | 0.10% | −351−1.1% | Reduced |
| Yousif Capital Management, LLC | 31,401 | $2.59M | 0.03% | −4,000−11.3% | Reduced |
| Raelipskie Partnership | 31,465 | $2.60M | 1.10% | −2,356−7.0% | Reduced |
| Exencial Wealth Advisors, LLC | 31,948 | $2.64M | 0.08% | +3,042+10.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 31,295 | $2.64M | 0.01% | −6,482−17.2% | Reduced |
| CIBC Asset Management Inc | 33,642 | $2.73M | 0.01% | −3,887−10.4% | Reduced |
| Summit Trail Advisors, LLC | 33,754 | $2.78M | 0.04% | +28,578+552.1% | Added |
| Scotia Capital Inc. | 33,903 | $2.80M | 0.01% | −100.0% | Reduced |
| Advisors Asset Management, Inc. | 34,119 | $2.81M | 0.05% | +2,887+9.2% | Added |
| Thoroughbred Financial Services, LLC | 34,785 | $2.87M | 0.17% | +2,857+8.9% | Added |
| Colony Group, LLC | 33,961 | $2.87M | 0.00% | +7,649+29.1% | Added |
| LSV Asset Management | 35,828 | $2.96M | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 36,677 | $3.03M | 0.09% | +36,677 | New |
| Y-Intercept (Hong Kong) Ltd | 36,703 | $3.03M | 0.06% | +36,703 | New |
| Wiley Bros.-Aintree Capital, LLC | 35,190 | $3.03M | 0.01% | +3,973+12.7% | Added |
| Qtron Investments LLC | 36,970 | $3.05M | 0.41% | +19+0.1% | Added |
| Advisor Group Holdings, Inc. | 37,223 | $3.07M | 0.00% | −12,674−25.4% | Reduced |
| Bessemer Group Inc | 38,056 | $3.14M | 0.00% | +36,173+1,921.0% | Added |
| Allspring Global Investments Holdings, LLC | 37,589 | $3.17M | 0.01% | +8,064+27.3% | Added |
| AMJ Financial Wealth Management | 38,467 | $3.17M | 0.75% | +6,219+19.3% | Added |
| Stamos Capital Partners, L.P. | 38,573 | $3.18M | 0.50% | +1,158+3.1% | Added |
| Keybank National Association | 39,060 | $3.22M | 0.01% | +22,398+134.4% | Added |
| Horizon Investments, LLC | 39,512 | $3.26M | 0.04% | +20,564+108.5% | Added |
| Opal Capital LLC | 41,955 | $3.46M | 0.61% | +5,151+14.0% | Added |
| TrueMark Investments, LLC | 41,955 | $3.46M | 0.67% | +5,170+14.1% | Added |
| Myriad Asset Management Advisors LLC | 41,198 | $3.49M | 1.03% | +41,198 | New |
| Park Avenue Securities LLC | 42,954 | $3.54M | 0.03% | +42,954 | New |
| Aaron Wealth Advisors | 43,102 | $3.56M | 0.21% | +10,538+32.4% | Added |
| Davenport & Co LLC | 43,702 | $3.61M | 0.02% | +3,295+8.2% | Added |
| WCG Wealth Advisors LLC | 43,734 | $3.61M | 0.10% | −9,967−18.6% | Reduced |
| Catalyst Capital Advisors LLC | 49,900 | $4.12M | 0.08% | −3,225−6.1% | Reduced |
| UBS Asset Management Americas Inc | 50,430 | $4.16M | 0.00% | +41,140+442.8% | Added |
| CI Private Wealth, LLC | 52,749 | $4.29M | 0.01% | +5,108+10.7% | Added |
| Jackson Wealth Management, LLC | 52,892 | $4.36M | 0.45% | +20.0% | Added |
| Assetmark, Inc | 53,273 | $4.39M | 0.01% | +5,817+12.3% | Added |
| CIBC World Markets Inc. | 53,905 | $4.45M | 0.01% | +3,318+6.6% | Added |
| Rhumbline Advisers | 54,293 | $4.48M | 0.00% | +3,251+6.4% | Added |
| Hantz Financial Services, Inc. | 54,678 | $4.51M | 0.07% | +7,595+16.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 55,390 | $4.57M | 0.01% | −43,259−43.9% | Reduced |
| Rockefeller Capital Management L.P. | 55,786 | $4.60M | 0.01% | +14,330+34.6% | Added |
| Limestone Investment Advisors LP | 56,037 | $4.62M | 2.27% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 58,865 | $4.63M | 0.09% | 00.0% | Unchanged |
| Ieq Capital, LLC | 56,648 | $4.67M | 0.02% | +6,972+14.0% | Added |
| Signaturefd, LLC | 58,089 | $4.79M | 0.07% | −784−1.3% | Reduced |
| Old Port Advisors | 59,040 | $4.87M | 1.12% | −513−0.9% | Reduced |
| Sequoia Financial Advisors, LLC | 59,204 | $4.88M | 0.03% | −2,519−4.1% | Reduced |
| Gradient Investments LLC | 60,673 | $5.00M | 0.08% | +33,115+120.2% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 63,021 | $5.20M | 0.27% | −4,301−6.4% | Reduced |
| New York State Common Retirement Fund | 64,196 | $5.30M | 0.01% | −21,575−25.2% | Reduced |
| NewEdge Wealth, LLC | 67,698 | $5.58M | 0.07% | +3,834+6.0% | Added |
| The PNC Financial Services Group, Inc. | 69,462 | $5.73M | 0.00% | +7,873+12.8% | Added |
| Northwestern Mutual Wealth Management Co | 70,960 | $5.85M | 0.00% | −3,418−4.6% | Reduced |
| Hennessy Advisors Inc | 72,200 | $5.96M | 0.22% | −28,600−28.4% | Reduced |
| Cetera Investment Advisers | 74,492 | $6.14M | 0.01% | +4,991+7.2% | Added |
| Americana Partners, LLC | 74,548 | $6.15M | 0.16% | +20,066+36.8% | Added |
| Atomi Financial Group, Inc. | 75,875 | $6.26M | 0.19% | +1,241+1.7% | Added |
| Naviter Wealth, LLC | 75,156 | $6.37M | 0.80% | +2,954+4.1% | Added |
| Factory Mutual Insurance Co | 77,552 | $6.40M | 0.07% | 00.0% | Unchanged |
| Callan Family Office, LLC | 79,568 | $6.56M | 0.15% | +1,110+1.4% | Added |
| Neuberger Berman Group LLC | 83,222 | $6.86M | 0.01% | +20,376+32.4% | Added |
| HRT Financial LP | 86,944 | $7.17M | 0.02% | −89,420−50.7% | Reduced |
| National Bank of Canada | 87,301 | $7.20M | 0.01% | −28,327−24.5% | Reduced |
| Truist Financial Corp | 89,375 | $7.37M | 0.01% | +1,903+2.2% | Added |
| Russell Investments Group, Ltd. | 93,856 | $7.74M | 0.01% | +16,931+22.0% | Added |
| Barclays PLC | 94,683 | $7.81M | 0.00% | +94,022+14,224.2% | Added |
| Stifel Financial Corp | 95,295 | $7.86M | 0.01% | −26,717−21.9% | Reduced |
| Laird Norton Trust Company, LLC | 99,451 | $8.43M | 0.18% | +1,941+2.0% | Added |
| Skopos Labs, Inc. | 102,274 | $8.44M | 0.26% | +26,088+34.2% | Added |
| Brinker Capital Investments, LLC | 102,919 | $8.49M | 0.07% | +3,991+4.0% | Added |
| MML Investors Services, LLC | 104,460 | $8.62M | 0.02% | −18,909−15.3% | Reduced |
| Citadel Advisors LLC | 104,866 | $8.65M | 0.01% | +35,807+51.8% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $8.86M | 2.90% | 00.0% | Unchanged |
| Vident Advisory, LLC | 116,003 | $9.57M | 0.08% | +42,551+57.9% | Added |
| M&T Bank Corp | 120,532 | $9.94M | 0.03% | +236+0.2% | Added |
| JustInvest LLC | 129,488 | $10.7M | 0.10% | −1,363−1.0% | Reduced |
| Cerity Partners LLC | 129,896 | $10.7M | 0.02% | +9,644+8.0% | Added |
| Tredje AP-fonden | 133,889 | $11.0M | 0.06% | +47,020+54.1% | Added |
| Old Mission Capital LLC | 137,845 | $11.4M | 0.27% | +90,520+191.3% | Added |
| SG Americas Securities, LLC | 137,925 | $11.4M | 0.01% | −7,337−5.1% | Reduced |
| Ameriprise Financial Inc | 137,585 | $11.5M | 0.00% | +12,770+10.2% | Added |
| SEI Investments Co | 142,229 | $11.7M | 0.01% | +4,453+3.2% | Added |
| Two Sigma Investments, LP | 148,299 | $12.2M | 0.01% | +148,299 | New |
| Ethic Inc. | 158,702 | $13.1M | 0.21% | +4,104+2.7% | Added |
| American Assets Investment Management, LLC | 166,918 | $13.8M | 0.93% | 00.0% | Unchanged |
| US Bancorp | 172,327 | $14.2M | 0.02% | +6,378+3.8% | Added |
| CWM, LLC | 173,240 | $14.3M | 0.04% | −9,635−5.3% | Reduced |
| Ritholtz Wealth Management | 174,773 | $14.4M | 0.25% | +14,013+8.7% | Added |
| Pathstone Holdings, LLC | 176,236 | $14.6M | 0.06% | +9,308+5.6% | Added |
| Captrust Financial Advisors | 187,427 | $15.5M | 0.03% | +163,857+695.2% | Added |
| Promethos Capital, LLC | 199,092 | $16.4M | 4.41% | −340−0.2% | Reduced |
| Qube Research & Technologies Ltd | 201,660 | $16.6M | 0.02% | −159,643−44.2% | Reduced |
| Beck Bode, LLC | 204,934 | $16.9M | 2.86% | +204,934 | New |
| Mercer Global Advisors Inc | 206,234 | $17.0M | 0.03% | +2,478+1.2% | Added |
| Franklin Resources Inc | 210,569 | $17.4M | 0.00% | −50,333−19.3% | Reduced |