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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 80 | $6.61K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 72 | $5.94K | 0.00% | +72 | New |
| Three Bearings Fiduciary Advisors, Inc. | 70 | $5.93K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 69 | $5.69K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 68 | $5.57K | 0.00% | +68 | New |
| Truvestments Capital LLC | 65 | $5.36K | 0.00% | +65 | New |
| Kilter Group LLC | 55 | $4.54K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 55 | $4.54K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 55 | $4.54K | 0.00% | +55 | New |
| Hollencrest Capital Management | 54 | $4.45K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 52 | $4.29K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 52 | $4.29K | 0.00% | 00.0% | Unchanged |
| Ninepoint Partners LP | 51 | $4.21K | 0.00% | +51 | New |
| New England Capital Financial Advisors LLC | 50 | $4.13K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 50 | $4.13K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 48 | $3.96K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 46 | $3.79K | 0.00% | +46 | New |
| GHP Investment Advisors, Inc. | 44 | $3.63K | 0.00% | +44 | New |
| Brown, Lisle/Cummings, Inc. | 44 | $3.60K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 41 | $3.38K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 41 | $3.38K | 0.00% | +30+272.7% | Added |
| Beaird Harris Wealth Management, LLC | 40 | $3.32K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $3.30K | 0.00% | −43−51.8% | Reduced |
| JNBA Financial Advisors | 39 | $3.22K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 39 | $3.22K | 0.00% | +8+25.8% | Added |
| Rakuten Securities, Inc. | 38 | $3.13K | 0.00% | −16−29.6% | Reduced |
| Crewe Advisors LLC | 36 | $2.97K | 0.00% | −12−25.0% | Reduced |
| Westfuller Advisors, LLC | 35 | $2.95K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 34 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 34 | $2.81K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 34 | $2.81K | 0.00% | +34 | New |
| Keating Financial Advisory Services, Inc. | 32 | $2.64K | 0.00% | −914−96.6% | Reduced |
| Central Trust Co | 30 | $2.48K | 0.00% | −5−14.3% | Reduced |
| Financial Network Wealth Advisors LLC | 29 | $2.39K | 0.00% | −16−35.6% | Reduced |
| Silicon Valley Capital Partners | 28 | $2.31K | 0.00% | +28 | New |
| Nalls Sherbakoff Group, LLC | 25 | $2.06K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 21 | $2.00K | 0.00% | −127−85.8% | Reduced |
| TD Capital Management LLC | 23 | $1.91K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $1.73K | 0.00% | −49−70.0% | Reduced |
| Caitlin John, LLC | 16 | $1.32K | 0.00% | 00.0% | Unchanged |
| Trust Co | 12 | $990 | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 11 | $907 | 0.00% | +11 | New |
| Nvest Wealth Strategies, Inc. | 10 | $825 | 0.00% | +10 | New |
| Toth Financial Advisory Corp | 6 | $495 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 1 | $82 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −143,600−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −94,331−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −84,943−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −65,429−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −49,430−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −48,752−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −47,796−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −44,246−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −26,834−100.0% | Sold out |
| Mork Capital Management, LLC | 0 | $0 | 0.00% | −20,300−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −14,925−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −14,665−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −12,390−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −12,030−100.0% | Sold out |
| Brandes Investment Partners, LP | 0 | $0 | 0.00% | −10,175−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,302−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −6,302−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −4,961−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −4,848−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −4,798−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −4,711−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −4,045−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −4,037−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,358−100.0% | Sold out |
| Greenup Street Wealth Management LLC | 0 | $0 | 0.00% | −3,243−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −3,141−100.0% | Sold out |
| FMB Wealth Management | 0 | $0 | 0.00% | −3,010−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −3,007−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −2,933−100.0% | Sold out |
| Edgar Lomax Co | 0 | $0 | 0.00% | −12,845−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,547−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −814−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −723−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Inlight Wealth Management, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | – | Sold out |
| YANKCOM Partnership | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Quaker Wealth Management, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −41,574−100.0% | Sold out |
| Meritage Portfolio Management | – | – | – | – | Not filed |
| Janney Capital Management LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Clarius Group, LLC | – | – | – | – | Not filed |
| FineMark National Bank & Trust | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |