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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 55,786 | $4.60M | 0.01% | +14,330+34.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 55,390 | $4.57M | 0.01% | −43,259−43.9% | Reduced |
| Hantz Financial Services, Inc. | 54,678 | $4.51M | 0.07% | +7,595+16.1% | Added |
| Rhumbline Advisers | 54,293 | $4.48M | 0.00% | +3,251+6.4% | Added |
| CIBC World Markets Inc. | 53,905 | $4.45M | 0.01% | +3,318+6.6% | Added |
| Assetmark, Inc | 53,273 | $4.39M | 0.01% | +5,817+12.3% | Added |
| Jackson Wealth Management, LLC | 52,892 | $4.36M | 0.45% | +20.0% | Added |
| CI Private Wealth, LLC | 52,749 | $4.29M | 0.01% | +5,108+10.7% | Added |
| UBS Asset Management Americas Inc | 50,430 | $4.16M | 0.00% | +41,140+442.8% | Added |
| Catalyst Capital Advisors LLC | 49,900 | $4.12M | 0.08% | −3,225−6.1% | Reduced |
| WCG Wealth Advisors LLC | 43,734 | $3.61M | 0.10% | −9,967−18.6% | Reduced |
| Davenport & Co LLC | 43,702 | $3.61M | 0.02% | +3,295+8.2% | Added |
| Aaron Wealth Advisors | 43,102 | $3.56M | 0.21% | +10,538+32.4% | Added |
| Park Avenue Securities LLC | 42,954 | $3.54M | 0.03% | +42,954 | New |
| Myriad Asset Management Advisors LLC | 41,198 | $3.49M | 1.03% | +41,198 | New |
| 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 |
| Horizon Investments, LLC | 39,512 | $3.26M | 0.04% | +20,564+108.5% | Added |
| Keybank National Association | 39,060 | $3.22M | 0.01% | +22,398+134.4% | Added |
| Stamos Capital Partners, L.P. | 38,573 | $3.18M | 0.50% | +1,158+3.1% | Added |
| AMJ Financial Wealth Management | 38,467 | $3.17M | 0.75% | +6,219+19.3% | Added |
| Allspring Global Investments Holdings, LLC | 37,589 | $3.17M | 0.01% | +8,064+27.3% | Added |
| Bessemer Group Inc | 38,056 | $3.14M | 0.00% | +36,173+1,921.0% | Added |
| Advisor Group Holdings, Inc. | 37,223 | $3.07M | 0.00% | −12,674−25.4% | Reduced |
| Qtron Investments LLC | 36,970 | $3.05M | 0.41% | +19+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 35,190 | $3.03M | 0.01% | +3,973+12.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 36,703 | $3.03M | 0.06% | +36,703 | New |
| Aquatic Capital Management LLC | 36,677 | $3.03M | 0.09% | +36,677 | New |
| LSV Asset Management | 35,828 | $2.96M | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 33,961 | $2.87M | 0.00% | +7,649+29.1% | Added |
| Thoroughbred Financial Services, LLC | 34,785 | $2.87M | 0.17% | +2,857+8.9% | Added |
| Advisors Asset Management, Inc. | 34,119 | $2.81M | 0.05% | +2,887+9.2% | Added |
| Scotia Capital Inc. | 33,903 | $2.80M | 0.01% | −100.0% | Reduced |
| Summit Trail Advisors, LLC | 33,754 | $2.78M | 0.04% | +28,578+552.1% | Added |
| CIBC Asset Management Inc | 33,642 | $2.73M | 0.01% | −3,887−10.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 31,295 | $2.64M | 0.01% | −6,482−17.2% | Reduced |
| Exencial Wealth Advisors, LLC | 31,948 | $2.64M | 0.08% | +3,042+10.5% | Added |
| Raelipskie Partnership | 31,465 | $2.60M | 1.10% | −2,356−7.0% | Reduced |
| Yousif Capital Management, LLC | 31,401 | $2.59M | 0.03% | −4,000−11.3% | Reduced |
| Sowell Financial Services LLC | 31,258 | $2.58M | 0.10% | −351−1.1% | Reduced |
| We Are One Seven, LLC | 30,370 | $2.51M | 0.05% | −2,067−6.4% | Reduced |
| Prospera Financial Services Inc | 30,125 | $2.49M | 0.04% | −21,113−41.2% | Reduced |
| Credit Agricole S A | 30,123 | $2.48M | 0.01% | −6,855−18.5% | Reduced |
| GWM Advisors LLC | 30,105 | $2.48M | 0.01% | −802−2.6% | Reduced |
| Syon Capital LLC | 29,675 | $2.45M | 0.12% | +531+1.8% | Added |
| Prime Capital Investment Advisors, LLC | 29,477 | $2.43M | 0.03% | −10,407−26.1% | Reduced |
| Arkadios Wealth Advisors | 28,595 | $2.36M | 0.04% | −3,894−12.0% | Reduced |
| Glenmede Trust Co NA | 28,472 | $2.35M | 0.01% | +695+2.5% | Added |
| Acadian Asset Management LLC | 27,902 | $2.30M | 0.00% | −24,836−47.1% | Reduced |
| RSM US Wealth Management LLC | 27,521 | $2.27M | 0.03% | +1,209+4.6% | Added |
| Wedbush Securities Inc | 27,519 | $2.27M | 0.07% | −918−3.2% | Reduced |
| Savant Capital, LLC | 27,385 | $2.26M | 0.01% | +2,518+10.1% | Added |
| Pekin Hardy Strauss, Inc. | 27,108 | $2.24M | 0.23% | −415−1.5% | Reduced |
| Quadrant Capital Group LLC | 27,074 | $2.23M | 0.07% | −335−1.2% | Reduced |
| Atria Investments LLC | 26,876 | $2.22M | 0.02% | +3,953+17.2% | Added |
| Coldstream Capital Management Inc | 26,351 | $2.19M | 0.03% | −1,736−6.2% | Reduced |
| Smartleaf Asset Management LLC | 27,434 | $2.18M | 0.08% | +1,324+5.1% | Added |
| Checchi Capital Advisers, LLC | 26,192 | $2.16M | 0.15% | −362−1.4% | Reduced |
| Evergreen Capital Management LLC | 25,421 | $2.15M | 0.05% | +2,012+8.6% | Added |
| Kathmere Capital Management, LLC | 25,654 | $2.12M | 0.13% | +3,959+18.2% | Added |
| Sanctuary Advisors, LLC | 25,105 | $2.07M | 0.01% | +1,854+8.0% | Added |
| Commonwealth Equity Services, LLC | 24,874 | $2.05M | 0.00% | +297+1.2% | Added |
| Ballentine Partners, LLC | 24,658 | $2.03M | 0.03% | −477−1.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 24,118 | $1.99M | 0.11% | −217−0.9% | Reduced |
| Pzena Investment Management LLC | 23,950 | $1.98M | 0.01% | +1,044+4.6% | Added |
| Sagespring Wealth Partners, LLC | 23,662 | $1.95M | 0.04% | +562+2.4% | Added |
| Vestmark Advisory Solutions, Inc. | 23,427 | $1.93M | 0.02% | −26,337−52.9% | Reduced |
| Ted Buchan & Co | 23,296 | $1.92M | 0.70% | +1,057+4.8% | Added |
| Oppenheimer & Co Inc | 23,259 | $1.92M | 0.02% | −1,096−4.5% | Reduced |
| Systematic Alpha Investments, LLC | 23,000 | $1.90M | 0.07% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 22,863 | $1.89M | 0.02% | +1,676+7.9% | Added |
| Westwood Holdings Group Inc. | 22,720 | $1.87M | 0.01% | +22,720 | New |
| Gabelli Funds LLC | 22,700 | $1.87M | 0.01% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 22,542 | $1.86M | 0.10% | +1,356+6.4% | Added |
| 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 |
| United Capital Financial Advisers, LLC | 22,511 | $1.86M | 0.01% | −329−1.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 22,478 | $1.85M | 0.75% | −415−1.8% | Reduced |
| TD Waterhouse Canada Inc. | 21,714 | $1.85M | 0.01% | −61,933−74.0% | Reduced |
| Cornerstone Planning, LLC | 22,085 | $1.82M | 0.41% | +22,085 | New |
| Kovitz Investment Group Partners, LLC | 22,078 | $1.82M | 0.04% | +898+4.2% | Added |
| IMC-Chicago, LLC | 21,948 | $1.81M | 0.03% | +21,948 | New |
| Dynasty Wealth Management, LLC | 21,825 | $1.80M | 0.02% | −1,429−6.1% | Reduced |
| Founders Financial Securities LLC | 19,779 | $1.79M | 0.10% | +785+4.1% | Added |
| MAI Capital Management | 21,038 | $1.74M | 0.01% | −887−4.0% | Reduced |
| Earnest Partners LLC | 20,995 | $1.73M | 0.01% | −9,361−30.8% | Reduced |
| Farther Finance Advisors, LLC | 20,142 | $1.72M | 0.02% | +486+2.5% | Added |
| Aprio Wealth Management, LLC | 20,423 | $1.68M | 0.09% | +628+3.2% | Added |
| Abel Hall, LLC | 20,017 | $1.65M | 0.35% | −2,319−10.4% | Reduced |
| RBF Capital, LLC | 20,000 | $1.65M | 0.08% | 00.0% | Unchanged |
| Virtu Financial LLC | 19,960 | $1.65M | 0.07% | +6,160+44.6% | Added |
| DRW Securities, LLC | 19,943 | $1.65M | 0.09% | −16,954−45.9% | Reduced |
| Clearstead Advisors, LLC | 19,530 | $1.61M | 0.01% | +19,530 | New |
| D.A. Davidson & Co. | 19,464 | $1.61M | 0.01% | +25+0.1% | Added |
| PCM Encore, LLC | 19,142 | $1.58M | 0.32% | +1,073+5.9% | Added |
| Foresight Capital Management Advisors, Inc. | 19,045 | $1.57M | 0.87% | −3,890−17.0% | Reduced |
| Marks Group Wealth Management, Inc | 18,951 | $1.56M | 0.15% | +212+1.1% | Added |
| Versant Capital Management, Inc | 18,697 | $1.54M | 0.15% | +3,509+23.1% | Added |
| Integrated Wealth Concepts LLC | 18,686 | $1.54M | 0.01% | +2,039+12.2% | Added |
| Beacon Pointe Advisors, LLC | 18,605 | $1.53M | 0.01% | +12,830+222.2% | Added |