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 |
|---|---|---|---|---|---|
| Purkiss Capital Advisors LLC | 7,227 | $596.2K | 0.26% | +910+14.4% | Added |
| Riversedge Advisors, LLC | 7,226 | $596.1K | 0.10% | +154+2.2% | Added |
| Havemeyer Place LP | 7,206 | $594.4K | 0.07% | −3,391−32.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,163 | $590.8K | 0.00% | −5,859−45.0% | Reduced |
| Cromwell Holdings LLC | 6,967 | $590.4K | 0.33% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 7,138 | $588.8K | 0.25% | −158−2.2% | Reduced |
| Resources Investment Advisors, LLC. | 7,133 | $588.4K | 0.01% | +431+6.4% | Added |
| Crumly & Associates Inc. | 7,097 | $585.4K | 0.12% | −214−2.9% | Reduced |
| Lazard Asset Management LLC | 12,953 | $585.2K | 0.00% | −177−1.3% | Reduced |
| Allworth Financial LP | 7,081 | $584.1K | 0.00% | +469+7.1% | Added |
| New Republic Capital, LLC | 6,995 | $577.0K | 0.19% | −4,341−38.3% | Reduced |
| Myriad Asset Management US LP | 6,949 | $573.0K | 0.86% | +6,949 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 6,902 | $569.3K | 0.00% | +6,902 | New |
| South Shore Capital Advisors | 6,850 | $565.1K | 0.41% | +6,850 | New |
| Fred Alger Management, LLC | 6,653 | $563.7K | 0.00% | +2,396+56.3% | Added |
| Gallacher Capital Management LLC | 6,820 | $562.6K | 0.22% | −3,270−32.4% | Reduced |
| EP Wealth Advisors, LLC | 6,753 | $557.0K | 0.00% | −1,072−13.7% | Reduced |
| 55 North Private Wealth, LLC | 6,626 | $546.6K | 0.14% | +1,422+27.3% | Added |
| Principal Securities, Inc. | 6,516 | $537.5K | 0.01% | +73+1.1% | Added |
| Seeds Investor LLC | 5,829 | $532.6K | 0.07% | +2,670+84.5% | Added |
| Net Worth Advisory Group | 6,382 | $526.5K | 0.11% | −84−1.3% | Reduced |
| First Affirmative Financial Network | 6,335 | $522.5K | 0.20% | +6,335 | New |
| Basecamp Wealth Advisors LLC | 6,321 | $521.4K | 0.11% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 6,280 | $518.0K | 0.17% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 6,221 | $513.2K | 0.63% | +235+3.9% | Added |
| Anchyra Partners LLC | 6,142 | $506.7K | 0.15% | +584+10.5% | Added |
| Valeo Financial Advisors, LLC | 6,136 | $506.1K | 0.01% | −4,970−44.8% | Reduced |
| Flputnam Investment Management Co | 6,065 | $500.3K | 0.01% | +444+7.9% | Added |
| a16z Perennial Management, L.P. | 6,052 | $499.2K | 0.04% | −758−11.1% | Reduced |
| XTX Topco Ltd | 6,050 | $499.1K | 0.01% | −26,259−81.3% | Reduced |
| Principal Street Partners, LLC | 6,042 | $498.4K | 0.08% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,986 | $493.8K | 0.00% | −647−9.8% | Reduced |
| Corient IA LLC | 5,960 | $491.6K | 0.46% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 5,853 | $482.8K | 0.17% | +91+1.6% | Added |
| Benjamin Edwards Inc | 5,734 | $473.0K | 0.00% | +271+5.0% | Added |
| Gibbs Wealth Management | 5,720 | $471.8K | 0.06% | +5,720 | New |
| Brighton Jones LLC | 5,714 | $471.4K | 0.01% | +5,714 | New |
| Baldwin Investment Management, LLC | 5,707 | $470.8K | 0.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 5,693 | $469.6K | 0.06% | −1,098−16.2% | Reduced |
| Modern Wealth Management, LLC | 5,489 | $469.1K | 0.01% | +1,236+29.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,639 | $465.2K | 0.01% | +709+14.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,631 | $464.5K | 0.01% | +1,718+43.9% | Added |
| 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 |
| Moors & Cabot, Inc. | 5,509 | $454.4K | 0.02% | −769−12.2% | Reduced |
| Waters Parkerson & Co., LLC | 5,500 | $453.7K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,486 | $453.0K | 0.03% | +5,486 | New |
| Pure Financial Advisors, Inc. | 5,468 | $451.1K | 0.01% | +1,653+43.3% | Added |
| Norden Group LLC | 5,323 | $439.1K | 0.04% | +579+12.2% | Added |
| Seven Mile Advisory | 5,251 | $433.2K | 0.31% | +742+16.5% | Added |
| OneAscent Family Office, LLC | 5,244 | $432.6K | 0.30% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 5,232 | $431.6K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,333 | $428.3K | 0.00% | +5,333 | New |
| Xxi Wealth, LLC | 5,183 | $427.5K | 0.24% | +2,473+91.3% | Added |
| TCG Advisory Services, LLC | 5,163 | $425.9K | 0.01% | +950+22.5% | Added |
| Zhang Financial LLC | 5,139 | $423.9K | 0.01% | +5,139 | New |
| Buckingham Strategic Partners | 5,130 | $423.1K | 0.00% | +547+11.9% | Added |
| Tower Research Capital LLC (TRC) | 5,107 | $421.3K | 0.01% | −8,268−61.8% | Reduced |
| Greenspring Advisors, LLC | 4,944 | $407.9K | 0.02% | +310+6.7% | Added |
| V-Square Quantitative Management LLC | 4,915 | $405.4K | 0.04% | +1,657+50.9% | Added |
| Werba Rubin Papier Wealth Management | 4,901 | $404.3K | 0.06% | −11−0.2% | Reduced |
| Rehmann Capital Advisory Group | 4,877 | $402.3K | 0.02% | +793+19.4% | Added |
| Foster Group, Inc. | 4,865 | $401.3K | 0.01% | +89+1.9% | Added |
| Quantbot Technologies LP | 4,824 | $397.9K | 0.02% | +4,824 | New |
| Canopy Partners, LLC | 4,809 | $396.7K | 0.14% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 4,750 | $391.8K | 0.01% | +480+11.2% | Added |
| Resonant Capital Advisors, LLC | 4,535 | $386.4K | 0.02% | +340+8.1% | Added |
| Contravisory Investment Management, Inc. | 4,668 | $385.1K | 0.08% | −376−7.5% | Reduced |
| Brown Advisory Inc | 4,647 | $383.3K | 0.00% | +4,647 | New |
| Nilsine Partners, LLC | 4,258 | $383.1K | 0.03% | −80−1.8% | Reduced |
| Ewa, LLC | 4,623 | $381.4K | 0.09% | +72+1.6% | Added |
| Xponance, Inc. | 4,590 | $378.6K | 0.00% | +375+8.9% | Added |
| Savvy Advisors, Inc. | 4,584 | $378.1K | 0.01% | +1,177+34.5% | Added |
| Carter Financial Group, INC. | 4,562 | $376.3K | 0.23% | −1,721−27.4% | Reduced |
| Flatrock Wealth Partners LLC | 4,433 | $375.2K | 0.17% | +512+13.1% | Added |
| Farringdon Capital, Ltd. | 4,535 | $374.1K | 0.08% | −36,738−89.0% | Reduced |
| 180 Wealth Advisors, LLC | 4,431 | $365.5K | 0.04% | −254−5.4% | Reduced |
| Camden Capital, LLC | 4,421 | $364.7K | 0.02% | −75−1.7% | Reduced |
| Crestwood Advisors Group LLC | 4,402 | $363.1K | 0.01% | +1,343+43.9% | Added |
| Atlas Capital Advisors LLC | 4,370 | $360.5K | 0.04% | −3,119−41.6% | Reduced |
| Brucke Financial, Inc. | 4,328 | $357.0K | 0.18% | −5,629−56.5% | Reduced |
| Manske Wealth Management | 4,248 | $350.4K | 0.10% | +50+1.2% | Added |
| Geneos Wealth Management Inc. | 4,222 | $348.3K | 0.01% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 4,156 | $342.8K | 0.28% | −7,965−65.7% | Reduced |
| WealthTrust Axiom LLC | 4,075 | $336.1K | 0.08% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,036 | $332.9K | 0.04% | +72+1.8% | Added |
| Cornerstone Wealth Management, LLC | 4,030 | $332.4K | 0.02% | +94+2.4% | Added |
| Evoke Wealth, LLC | 3,921 | $331.8K | 0.01% | +144+3.8% | Added |
| Weil Company, Inc. | 4,000 | $330.0K | 0.07% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,000 | $330.0K | 0.01% | +100+2.6% | Added |
| Manchester Capital Management LLC | 3,981 | $328.4K | 0.05% | −111−2.7% | Reduced |
| Voleon Capital Management LP | 3,981 | $328.4K | 0.01% | +3,981 | New |
| Sunpointe, LLC | 3,965 | $327.1K | 0.11% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,954 | $326.2K | 0.01% | −50−1.2% | Reduced |
| Westerkirk Capital Inc. | 3,954 | $326.2K | 0.04% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 3,950 | $325.9K | 0.09% | −202−4.9% | Reduced |
| Advisors Preferred, LLC | 3,880 | $320.1K | 0.05% | −806−17.2% | Reduced |
| Sovran Advisors, LLC | 3,479 | $319.6K | 0.03% | +318+10.1% | Added |
| Keel Point, LLC | 3,865 | $318.8K | 0.02% | −3,708−49.0% | Reduced |
| Samalin Investment Counsel, LLC | 3,857 | $318.2K | 0.11% | −42−1.1% | Reduced |