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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 18,333 | $1.51M | 0.04% | +414+2.3% | Added |
| Jones Financial Companies LLLP | 18,807 | $1.49M | 0.00% | +8,949+90.8% | Added |
| Simplex Trading, LLC | 17,986 | $1.48M | 0.05% | +17,986 | New |
| Foundations Investment Advisors, LLC | 17,980 | $1.48M | 0.02% | +739+4.3% | Added |
| Guggenheim Capital LLC | 17,913 | $1.48M | 0.01% | +1,706+10.5% | Added |
| Ellevest, Inc. | 17,861 | $1.47M | 0.20% | −358−2.0% | Reduced |
| Greenleaf Trust | 17,829 | $1.47M | 0.01% | −86−0.5% | Reduced |
| PDS Planning, Inc | 16,851 | $1.39M | 0.09% | +228+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 16,222 | $1.34M | 0.01% | +3,055+23.2% | Added |
| Frank, Rimerman Advisors LLC | 16,160 | $1.33M | 0.09% | −245−1.5% | Reduced |
| Merit Financial Group, LLC | 16,146 | $1.33M | 0.01% | +363+2.3% | Added |
| Invesco Ltd. | 16,042 | $1.32M | 0.00% | +5,828+57.1% | Added |
| Fig Financial Advisory Services Inc | 15,534 | $1.28M | 0.80% | +15,534 | New |
| Henry James International Management, Inc. | 15,380 | $1.27M | 0.46% | +666+4.5% | Added |
| GAMMA Investing LLC | 15,217 | $1.26M | 0.06% | +1,289+9.3% | Added |
| Soltis Investment Advisors LLC | 15,213 | $1.25M | 0.08% | +345+2.3% | Added |
| Abacus Wealth Partners, LLC | 15,183 | $1.25M | 0.11% | −31−0.2% | Reduced |
| State Street Corp | 14,767 | $1.25M | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 14,590 | $1.20M | 0.04% | −2,270−13.5% | Reduced |
| Nations Financial Group Inc, | 14,350 | $1.18M | 0.06% | +1,806+14.4% | Added |
| Parallel Advisors, LLC | 14,220 | $1.17M | 0.02% | +514+3.8% | Added |
| HB Wealth Management, LLC | 14,099 | $1.16M | 0.01% | +1,742+14.1% | Added |
| Parallax Volatility Advisers, L.P. | 12,642 | $1.15M | 0.05% | −46,128−78.5% | Reduced |
| Cherokee Insurance Co | 13,545 | $1.12M | 0.42% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 13,515 | $1.11M | 0.59% | +89+0.7% | Added |
| Ascent Group, LLC | 13,489 | $1.11M | 0.04% | +1,133+9.2% | Added |
| AssuredPartners Investment Advisors, LLC | 12,997 | $1.10M | 0.12% | −2,468−16.0% | Reduced |
| LVW Advisors, LLC | 13,277 | $1.10M | 0.11% | +9,877+290.5% | Added |
| Private Advisor Group, LLC | 13,222 | $1.09M | 0.01% | −102−0.8% | Reduced |
| Bleakley Financial Group, LLC | 13,078 | $1.08M | 0.02% | +517+4.1% | Added |
| Henshaw Capital LLC | 12,880 | $1.06M | 0.04% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 12,874 | $1.06M | 0.01% | −2,464−16.1% | Reduced |
| Trust Point Inc. | 12,773 | $1.05M | 0.09% | +2,137+20.1% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 12,736 | $1.05M | 0.05% | +1,550+13.9% | Added |
| Sage Rhino Capital LLC | 12,560 | $1.04M | 0.19% | +23+0.2% | Added |
| Lester Murray Antman dba SimplyRich | 12,504 | $1.03M | 0.26% | +59+0.5% | Added |
| Cornerstone Select Advisors, LLC | 12,488 | $1.03M | 0.64% | −120−1.0% | Reduced |
| EverSource Wealth Advisors, LLC | 12,450 | $1.03M | 0.03% | +3,094+33.1% | Added |
| Concurrent Investment Advisors, LLC | 12,429 | $1.03M | 0.01% | +4,711+61.0% | Added |
| May Hill Capital, LLC | 12,386 | $1.02M | 0.26% | +674+5.8% | Added |
| Frec Markets, Inc. | 12,190 | $1.01M | 0.17% | +3,186+35.4% | Added |
| Everest Financial Group LLC | 12,067 | $995.4K | 0.16% | 00.0% | Unchanged |
| Themes Management Co LLC | 12,052 | $994.2K | 0.61% | −143−1.2% | Reduced |
| Fiera Capital Corp | 11,996 | $989.5K | 0.00% | +1,012+9.2% | Added |
| Linden Thomas Advisory Services, LLC | 11,862 | $978.5K | 0.09% | +531+4.7% | Added |
| Pensionmark Financial Group, LLC | 11,780 | $971.8K | 0.02% | +478+4.2% | Added |
| Delta Financial Advisors LLC | 11,534 | $951.4K | 0.25% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,521 | $950.0K | 0.00% | −1,855−13.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,421 | $942.1K | 0.23% | −122−1.1% | Reduced |
| Gryphon Financial Partners LLC | 11,402 | $940.6K | 0.10% | +1,231+12.1% | Added |
| Cordatus Wealth Management LLC | 11,362 | $937.2K | 0.22% | +47+0.4% | Added |
| Independent Advisor Alliance | 10,900 | $899.1K | 0.01% | −703−6.1% | Reduced |
| Rational Advisors LLC | 10,534 | $869.0K | 0.09% | +734+7.5% | Added |
| Legacy Capital Group California, Inc. | 10,476 | $864.2K | 0.33% | −1,908−15.4% | Reduced |
| Golden State Equity Partners | 10,379 | $856.2K | 0.06% | +5,521+113.6% | Added |
| Chelsea Counsel Co | 10,100 | $855.8K | 0.38% | 00.0% | Unchanged |
| Five Oceans Advisors | 10,361 | $854.7K | 0.31% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,288 | $848.6K | 0.09% | +20+0.2% | Added |
| Perigon Wealth Management, LLC | 10,249 | $845.4K | 0.02% | +108+1.1% | Added |
| Traveka Wealth, LLC | 10,110 | $834.0K | 0.32% | 00.0% | Unchanged |
| Blair William & Co | 9,846 | $812.2K | 0.00% | −146−1.5% | Reduced |
| Drive Wealth Management, LLC | 9,322 | $789.9K | 0.17% | +7+0.1% | Added |
| SeaBridge Investment Advisors LLC | 9,469 | $781.1K | 0.13% | −45−0.5% | Reduced |
| West Family Investments, Inc. | 9,455 | $779.9K | 0.27% | −13,602−59.0% | Reduced |
| Deutsche Bank AG | 9,412 | $776.4K | 0.00% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 9,352 | $771.4K | 0.47% | +6,122+189.5% | Added |
| Wedmont Private Capital | 8,520 | $769.1K | 0.02% | +258+3.1% | Added |
| Westover Capital Advisors, LLC | 9,313 | $768.2K | 0.14% | +120+1.3% | Added |
| Optas, LLC | 9,298 | $767.0K | 0.12% | −127−1.3% | Reduced |
| Lido Advisors, LLC | 9,059 | $764.4K | 0.00% | +733+8.8% | Added |
| Commerce Bank | 9,212 | $759.9K | 0.00% | +6,202+206.0% | Added |
| Venturi Wealth Management, LLC | 9,095 | $750.2K | 0.03% | +3,729+69.5% | Added |
| HighMark Wealth Management LLC | 9,008 | $743.1K | 0.30% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 8,916 | $735.5K | 0.01% | +233+2.7% | Added |
| Mission Wealth Management, LP | 8,852 | $730.2K | 0.02% | −220−2.4% | Reduced |
| Tepp RIA, LLC | 8,849 | $730.0K | 0.57% | −1,219−12.1% | Reduced |
| Bridgewater Advisors Inc. | 8,043 | $728.9K | 0.04% | −195−2.4% | Reduced |
| AE Wealth Management LLC | 8,762 | $722.7K | 0.00% | +535+6.5% | Added |
| American Trust Investment Advisors, LLC | 8,755 | $722.2K | 0.40% | +710+8.8% | Added |
| Allie Family Office LLC | 8,504 | $718.7K | 0.31% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 8,702 | $717.8K | 0.10% | +961+12.4% | Added |
| CenterStar Asset Management, LLC | 8,632 | $712.1K | 0.69% | +8,632 | New |
| Sivia Capital Partners, LLC | 8,526 | $703.3K | 0.14% | −7,218−45.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,189 | $695.1K | 0.02% | +2,044+33.3% | Added |
| Thrivent Financial for Lutherans | 8,264 | $675.0K | 0.00% | +716+9.5% | Added |
| Dynamic Advisor Solutions LLC | 8,087 | $667.1K | 0.02% | +346+4.5% | Added |
| Warren Averett Asset Management, LLC | 8,076 | $666.2K | 0.00% | −133−1.6% | Reduced |
| Ignite Planners, LLC | 7,946 | $654.1K | 0.10% | −332−4.0% | Reduced |
| Wealthstar Advisors, LLC | 7,903 | $651.9K | 0.39% | −1,774−18.3% | Reduced |
| GWN Securities Inc. | 7,869 | $649.2K | 0.12% | +503+6.8% | Added |
| Wealth Alliance | 7,853 | $647.8K | 0.06% | +1,281+19.5% | Added |
| Diversify Wealth Management, LLC | 7,254 | $647.6K | 0.01% | +4,449+158.6% | Added |
| Cresset Asset Management, LLC | 7,698 | $646.9K | 0.00% | +2,121+38.0% | Added |
| Hexagon Capital Partners LLC | 7,769 | $640.9K | 0.09% | +7,769 | New |
| Main Street Research LLC | 7,733 | $637.9K | 0.04% | +37+0.5% | Added |
| Advisory Services Network, LLC | 7,653 | $631.3K | 0.01% | +620+8.8% | Added |
| Monument Capital Management | 7,601 | $627.0K | 0.16% | +81+1.1% | Added |
| Capital Performance Advisors LLP | 7,463 | $615.6K | 0.04% | +286+4.0% | Added |
| Natural Investments, LLC | 7,290 | $601.0K | 0.15% | −82−1.1% | Reduced |
| Courier Capital LLC | 7,266 | $599.4K | 0.03% | −1,150−13.7% | Reduced |