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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 3,446 | $307.7K | 0.02% | −9−0.3% | Reduced |
| Keebeck Wealth Management, LLC | 3,728 | $307.5K | 0.03% | +3,728 | New |
| RMB Capital Management, LLC | 3,698 | $305.0K | 0.01% | +2+0.1% | Added |
| Tower Wealth Partners, Inc. | 3,687 | $304.1K | 0.17% | −2−0.1% | Reduced |
| Argyle Capital Management Inc. | 3,650 | $301.1K | 0.10% | 00.0% | Unchanged |
| Focused Alpha, LLC | 3,638 | $300.1K | 0.09% | +3,638 | New |
| TD Asset Management Inc | 3,605 | $297.4K | 0.00% | +3,605 | New |
| Diversified Trust Co | 3,595 | $296.6K | 0.01% | +216+6.4% | Added |
| Syverson Strege & Co | 3,581 | $295.4K | 0.07% | −271−7.0% | Reduced |
| Integrated Advisors Network LLC | 3,571 | $294.6K | 0.02% | +134+3.9% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,544 | $292.3K | 0.03% | −169−4.6% | Reduced |
| HBK Sorce Advisory LLC | 3,241 | $292.2K | 0.01% | +415+14.7% | Added |
| Hoxton Planning & Management, LLC | 3,541 | $292.1K | 0.09% | +197+5.9% | Added |
| Accuvest Global Advisors | 3,502 | $289.0K | 0.27% | +289+9.0% | Added |
| First Citizens Bank & Trust Co | 3,462 | $285.6K | 0.01% | −498−12.6% | Reduced |
| Mattson Financial Services, LLC | 3,459 | $285.3K | 0.07% | +3,459 | New |
| Aptus Capital Advisors, LLC | 3,412 | $281.5K | 0.00% | +126+3.8% | Added |
| Brown Brothers Harriman & Co | 3,367 | $277.7K | 0.00% | +1,742+107.2% | Added |
| Fulcrum Equity Management | 3,352 | $276.5K | 0.27% | 00.0% | Unchanged |
| Symphony Financial Services, Inc. | 3,346 | $276.0K | 0.14% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,317 | $273.6K | 0.01% | +374+12.7% | Added |
| August Group Capital Ltd | 3,308 | $272.9K | 0.32% | +246+8.0% | Added |
| Brown Financial Advisors | 3,283 | $270.8K | 0.10% | +3,283 | New |
| Angeles Wealth Management, LLC | 3,190 | $270.4K | 0.01% | +3,190 | New |
| Vontobel Holding Ltd. | 3,270 | $269.7K | 0.00% | 00.0% | Unchanged |
| Prospect Financial Group LLC | 3,253 | $268.3K | 0.25% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 3,204 | $264.3K | 0.06% | +3,204 | New |
| Echo45 Advisors LLC | 3,189 | $263.1K | 0.15% | +227+7.7% | Added |
| Intergy Private Wealth, LLC | 3,185 | $262.7K | 0.08% | +283+9.8% | Added |
| Partners Wealth Management, LLC | 3,150 | $259.8K | 0.27% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 3,130 | $258.2K | 0.18% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,099 | $255.6K | 0.01% | −5,346−63.3% | Reduced |
| Prosperity Consulting Group, LLC | 3,061 | $252.5K | 0.01% | +3,061 | New |
| Impact Investors, Inc | 3,033 | $250.2K | 0.17% | +3,033 | New |
| Kestra Private Wealth Services, LLC | 3,005 | $247.8K | 0.00% | +144+5.0% | Added |
| Insigneo Advisory Services, LLC | 2,992 | $246.8K | 0.02% | +89+3.1% | Added |
| Tranquilli Financial Advisor LLC | 2,889 | $238.3K | 0.14% | −101−3.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,881 | $237.7K | 0.06% | +222+8.3% | Added |
| GeoWealth Management, LLC | 2,835 | $233.9K | 0.01% | −10,753−79.1% | Reduced |
| Toroso Investments, LLC | 2,795 | $230.6K | 0.00% | −96−3.3% | Reduced |
| Mayflower Financial Advisors, LLC | 2,777 | $229.1K | 0.03% | +2,777 | New |
| VestGen Advisors, LLC | 2,541 | $228.6K | 0.01% | +2,541 | New |
| Boston Private Wealth LLC | 2,746 | $226.5K | 0.01% | +78+2.9% | Added |
| Rexford Capital Inc | 2,743 | $226.3K | 0.16% | +30+1.1% | Added |
| Stephens Inc | 2,703 | $223.0K | 0.00% | −1,019−27.4% | Reduced |
| Guardian Capital LP | 2,681 | $221.2K | 0.01% | +2,681 | New |
| Ariadne Wealth Management, LP | 2,604 | $220.5K | 0.10% | −51−1.9% | Reduced |
| Addison Advisors LLC | 2,653 | $218.8K | 0.05% | +11+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 2,627 | $216.7K | 0.00% | −31−1.2% | Reduced |
| TrueWealth Financial Partners | 2,621 | $216.2K | 0.09% | +2,621 | New |
| Warren Street Wealth Advisors, LLC | 2,600 | $214.5K | 0.05% | +2,600 | New |
| Snowden Capital Advisors LLC | 2,523 | $213.8K | 0.01% | +2,523 | New |
| Walkner Condon Financial Advisors LLC | 2,586 | $213.3K | 0.03% | +2,586 | New |
| Brio Consultants, LLC | 2,435 | $212.8K | 0.03% | −112−4.4% | Reduced |
| Rosenberg Matthew Hamilton | 2,578 | $212.7K | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,574 | $212.3K | 0.00% | +2,325+933.7% | Added |
| JCIC Asset Management Inc. | 2,567 | $211.8K | 0.06% | +40+1.6% | Added |
| Livet Wealth, LLC | 2,566 | $211.7K | 0.13% | +2,566 | New |
| Braun-Bostich & Associates Inc. | 2,565 | $211.6K | 0.13% | −184−6.7% | Reduced |
| Legacy Wealth Partners, LLC | 2,565 | $211.6K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,564 | $211.5K | 0.02% | +2,564 | New |
| Jackson Thornton Asset Management, LLC | 2,337 | $210.9K | 0.02% | +2,337 | New |
| Regions Financial Corp | 2,547 | $210.1K | 0.00% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 2,500 | $209.3K | 0.01% | +2,500 | New |
| Avantax Planning Partners, Inc. | 2,536 | $209.2K | 0.01% | +2,536 | New |
| Diversified Enterprises, LLC | 2,534 | $209.0K | 0.01% | −9−0.4% | Reduced |
| Sentinus, LLC | 2,519 | $207.8K | 0.02% | +2,519 | New |
| Acorn Financial Advisory Services Inc | 2,500 | $206.2K | 0.03% | +2,500 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,390 | $202.5K | 0.03% | +2,390 | New |
| U.S. Capital Wealth Advisors, LLC | 2,438 | $201.1K | 0.01% | +2,438 | New |
| Baird Financial Group, Inc. | 2,429 | $200.4K | 0.00% | +2,429 | New |
| Nisa Investment Advisors, LLC | 2,277 | $192.9K | 0.00% | +111+5.1% | Added |
| Owl Creek Wealth Partners LLC | 2,299 | $189.6K | 0.07% | +2,299 | New |
| Walleye Trading LLC | 2,123 | $175.1K | 0.00% | +2,123 | New |
| Twin Peaks Wealth Advisors, LLC | 1,996 | $164.7K | 0.04% | +1,996 | New |
| TD Private Client Wealth LLC | 1,964 | $162.0K | 0.00% | −1,118−36.3% | Reduced |
| Fifth Third Bancorp | 1,924 | $158.7K | 0.00% | +333+20.9% | Added |
| Huntington National Bank | 1,826 | $150.6K | 0.00% | −20−1.1% | Reduced |
| Rothschild Investment LLC | 1,796 | $148.1K | 0.01% | +181+11.2% | Added |
| Grove Bank & Trust | 1,600 | $132.0K | 0.01% | +10+0.6% | Added |
| CoreCap Advisors, LLC | 1,533 | $126.5K | 0.00% | −1−0.1% | Reduced |
| Salomon & Ludwin, LLC | 1,496 | $126.3K | 0.01% | +78+5.5% | Added |
| JFS Wealth Advisors, LLC | 1,513 | $124.8K | 0.01% | −177−10.5% | Reduced |
| Umb Bank N A | 1,501 | $123.8K | 0.00% | −87−5.5% | Reduced |
| Clear Street Markets LLC | 1,500 | $123.7K | 0.06% | +1,300+650.0% | Added |
| Global Assets Advisory, LLC | 1,474 | $121.6K | 0.04% | +1,474 | New |
| Bruce G. Allen Investments, LLC | 1,411 | $116.4K | 0.08% | −455−24.4% | Reduced |
| AdvisorNet Financial, Inc | 1,309 | $108.0K | 0.01% | +170+14.9% | Added |
| Ronald Blue Trust, Inc. | 1,296 | $106.9K | 0.00% | −395−23.4% | Reduced |
| IFP Advisors, Inc | 1,258 | $103.8K | 0.00% | +33+2.7% | Added |
| Bogart Wealth, LLC | 1,227 | $101.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,180 | $97.3K | 0.01% | +24+2.1% | Added |
| Anfield Capital Management, LLC | 1,125 | $92.8K | 0.03% | +1,125 | New |
| Larson Financial Group LLC | 1,108 | $91.4K | 0.00% | +356+47.3% | Added |
| Financial Management Professionals, Inc. | 1,061 | $89.0K | 0.01% | +390+58.1% | Added |
| AlphaCore Capital LLC | 1,059 | $87.4K | 0.00% | −9,932−90.4% | Reduced |
| HM Payson & Co | 1,058 | $87.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,020 | $86.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 956 | $78.9K | 0.01% | −215−18.4% | Reduced |
| Group One Trading, L.P. | 931 | $76.8K | 0.00% | −7,700−89.2% | Reduced |