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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 907 | $74.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 900 | $74.2K | 0.02% | +120+15.4% | Added |
| Harbour Investments, Inc. | 885 | $72.8K | 0.00% | +216+32.3% | Added |
| Private Wealth Asset Management, LLC | 874 | $72.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 855 | $70.5K | 0.00% | −12−1.4% | Reduced |
| Intentional Wealth Strategies, LLC | 821 | $67.7K | 0.06% | +821 | New |
| Berbice Capital Management LLC | 800 | $66.0K | 0.04% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 798 | $65.8K | 0.00% | −98−10.9% | Reduced |
| Hanson & Doremus Investment Management | 783 | $65.0K | 0.01% | −26−3.2% | Reduced |
| Sound Income Strategies, LLC | 712 | $60.9K | 0.00% | +16+2.3% | Added |
| MCF Advisors LLC | 689 | $56.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 665 | $55.0K | 0.00% | +166+33.3% | Added |
| Cornerstone Planning Group LLC | 595 | $52.0K | 0.01% | +97+19.5% | Added |
| Bartlett & Co. Wealth Management LLC | 575 | $51.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 564 | $47.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 544 | $44.9K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 527 | $44.5K | 0.01% | +239+83.0% | Added |
| Mather Group, LLC. | 515 | $42.5K | 0.00% | +515 | New |
| Whipplewood Advisors, LLC | 499 | $41.2K | 0.02% | +499 | New |
| Financial Consulate, Inc | 495 | $40.9K | 0.01% | +321+184.5% | Added |
| Frazier Financial Advisors, LLC | 480 | $39.6K | 0.02% | +65+15.7% | Added |
| JPL Wealth Management, LLC | 466 | $38.4K | 0.01% | +466 | New |
| Ancora Advisors, LLC | 440 | $36.3K | 0.00% | +295+203.4% | Added |
| Ballast Advisors LLC | 435 | $35.9K | 0.01% | +435 | New |
| NBC Securities, Inc. | 429 | $35.4K | 0.00% | −6−1.4% | Reduced |
| SJS Investment Consulting Inc. | 426 | $35.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 422 | $34.8K | 0.01% | −55−11.5% | Reduced |
| Boyd Watterson Asset Management LLC | 416 | $34.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 405 | $33.4K | 0.01% | +22+5.7% | Added |
| Essential Partners LLC | 397 | $32.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 375 | $30.9K | 0.00% | +324+635.3% | Added |
| Measured Wealth Private Client Group, LLC | 369 | $30.4K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 367 | $30.3K | 0.02% | −52−12.4% | Reduced |
| First Command Advisory Services, Inc. | 351 | $29.5K | 0.00% | +325+1,250.0% | Added |
| Fairscale Capital, LLC | 321 | $27.2K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 318 | $26.0K | 0.00% | −183−36.5% | Reduced |
| SHP Wealth Management | 312 | $25.7K | 0.00% | −222−41.6% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 310 | $25.6K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 300 | $24.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 298 | $24.6K | 0.02% | +34+12.9% | Added |
| UMA Financial Services, Inc. | 289 | $23.8K | 0.00% | +6+2.1% | Added |
| Creative Financial Designs Inc | 289 | $23.8K | 0.00% | +76+35.7% | Added |
| Dunhill Financial, LLC | 277 | $22.9K | 0.01% | +226+443.1% | Added |
| Maseco LLP | 274 | $22.6K | 0.00% | +274 | New |
| Innovative Asset Advisors Group, LLC | 263 | $22.2K | 0.01% | +263 | New |
| Robinswood Financial LLC | 266 | $21.9K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 265 | $21.9K | 0.00% | +265 | New |
| Principia Wealth Advisory, LLC | 245 | $20.2K | 0.01% | +64+35.4% | Added |
| Transamerica Financial Advisors, Inc. | 237 | $20.2K | 0.00% | −92−28.0% | Reduced |
| Atwood & Palmer Inc | 233 | $19.2K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 235 | $18.6K | 0.00% | −8−3.3% | Reduced |
| Zions Bancorporation, National Association | 223 | $18.4K | 0.00% | −13−5.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 219 | $18.1K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 223 | $18.0K | 0.00% | −27−10.8% | Reduced |
| Bare Financial Services, Inc | 216 | $17.8K | 0.00% | +40+22.7% | Added |
| Trust Co of Toledo NA | 214 | $17.7K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 200 | $16.5K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 189 | $16.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 193 | $15.9K | 0.01% | −68−26.1% | Reduced |
| Key Financial Inc | 190 | $15.7K | 0.00% | +151+387.2% | Added |
| Cassaday & Co Wealth Management LLC | 184 | $15.1K | 0.00% | +184 | New |
| Atlantic Union Bankshares Corp | 180 | $14.8K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 170 | $14.0K | 0.01% | +125+277.8% | Added |
| Kingdom Financial Group LLC. | 170 | $14.0K | 0.00% | +169+16,900.0% | Added |
| Lloyd Advisory Services, LLC. | 170 | $14.0K | 0.00% | +170 | New |
| Fortitude Family Office, LLC | 169 | $13.9K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 168 | $13.9K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 163 | $13.4K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 160 | $13.2K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 160 | $13.2K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 159 | $13.1K | 0.00% | −12−7.0% | Reduced |
| HHM Wealth Advisors, LLC | 158 | $13.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 158 | $13.0K | 0.00% | +122+338.9% | Added |
| Rossby Financial, LCC | 147 | $12.6K | 0.00% | +111+308.3% | Added |
| Duncker Streett & Co Inc | 148 | $12.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 148 | $12.2K | 0.00% | +148 | New |
| North Star Investment Management Corp. | 140 | $11.5K | 0.00% | +19+15.7% | Added |
| Independence Bank of Kentucky | 136 | $11.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 136 | $11.2K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $11.0K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 119 | $10.8K | 0.00% | +119 | New |
| Dogwood Wealth Management LLC | 125 | $10.3K | 0.00% | +109+681.3% | Added |
| Golden State Wealth Management, LLC | 121 | $10.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 117 | $9.91K | 0.00% | −6−4.9% | Reduced |
| DB Fitzpatrick & Co, Inc | 120 | $9.90K | 0.01% | −40−25.0% | Reduced |
| Rachor Investment Advisory Services, LLC | 120 | $9.90K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 111 | $9.16K | 0.00% | 00.0% | Unchanged |
| XY Capital Ltd | 111 | $9.16K | 0.01% | +78+236.4% | Added |
| Penserra Capital Management LLC | 117 | $9.00K | 0.00% | −45−27.8% | Reduced |
| Costello Asset Management, INC | 100 | $8.25K | 0.00% | −100−50.0% | Reduced |
| Chesapeake Asset Management LLC | 100 | $8.25K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $8.25K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $8.25K | 0.00% | +100 | New |
| PlanVest Financial, Inc | 100 | $8.25K | 0.01% | +100 | New |
| Acumen Wealth Advisors, LLC | 98 | $8.23K | 0.00% | +33+50.8% | Added |
| WPG Advisers, LLC | 93 | $7.67K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 92 | $7.59K | 0.00% | +92 | New |
| Burk Holdings LLC | 88 | $7.26K | 0.00% | +88 | New |
| Kozak & Associates, Inc. | 79 | $7.19K | 0.00% | 00.0% | Unchanged |