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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

Q2 2026 vs. Q1 2026

How the institutions holding HSBC Holdings PLC changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of HSBC: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders6468713+75
Shares84.5M323.2K84.2M+87.7K (+0.1%)
Value$6.97B$26.7M$8.00B+$1.06B (+15.3%)

8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (126)

Institutions that held HSBC Holdings PLC at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 126 by value.

Institutions new to HSBC in Q2 2026
InstitutionSharesValue% of portfolio
Nuveen, LLC145,568$13.8M0.00%
Nomura Holdings Inc140,648$13.4M0.06%
Bellars Harris Wealth Management, LLC84,607$8.05M1.64%
Optiver Holding B.V.72,877$6.93M0.10%
CAPROCK Group, Inc.65,562$6.23M0.12%
Flow Traders U.S. LLC52,603$5.00M0.21%
Engineers Gate Manager LP46,403$4.41M0.06%
GQG Partners LLC37,717$3.59M0.01%
Agf Management Ltd25,396$2.41M0.01%
FCG Investment Co22,945$2.18M0.75%
Global Retirement Partners, LLC20,581$1.96M0.03%
OneAscent Investment Solutions LLC18,588$1.77M1.67%
NorthCrest Asset Manangement, LLC13,453$1.32M0.03%
71 West Capital Partners10,234$973.2K0.03%
Schonfeld Strategic Advisors LLC9,088$864.2K0.00%
Larry Mathis Financial Planning, LLC8,506$808.8K0.62%
Loring Wolcott & Coolidge Fiduciary Advisors LLP8,000$760.7K0.01%
Caitong International Asset Management Co., Ltd7,743$736.3K0.10%
Summit Global Investments7,323$696.0K0.04%
Diversify Advisory Services, LLC5,859$609.1K0.01%
Bayesian Capital Management, LP5,686$540.7K0.35%
Old National Bancorp4,849$461.1K0.01%
Avestar Capital, LLC4,685$445.5K0.03%
Collaborative Fund Advisors, LLC4,598$437.2K0.25%
IHT Wealth Management, LLC4,535$431.3K0.01%
Abundance Wealth Counselors4,173$396.8K0.03%
Simplicity Wealth,LLC3,953$375.9K0.01%
Range Advisory, LLC3,606$342.9K0.04%
Symmetry Partners, LLC3,439$327.0K0.02%
Focus Financial Network, Inc.3,393$322.6K0.01%
Victory Financial Group, LLC3,006$285.8K0.03%
Interchange Capital Partners, LLC2,958$281.3K0.05%
Kingsview Wealth Management, LLC2,895$275.2K0.00%
Quotient Wealth Partners, LLC2,790$265.3K0.01%
Magnus Financial Group LLC2,787$265.0K0.02%
Victory Capital Management Inc2,719$258.6K0.00%
Fiduciary Financial Group, LLC2,632$250.3K0.03%
National Philanthropic Trust2,599$247.1K0.00%
Stonebrook Private Inc.2,599$247.1K0.05%
Modera Wealth Management, LLC2,547$242.2K0.00%
Permanens Capital L.P.2,526$240.2K0.02%
Legacy Wealth Advisors, LLC2,512$238.9K0.10%
Aviance Capital Partners, LLC2,500$237.7K0.02%
Winton Group Ltd2,500$237.7K0.01%
CIBC Bancorp USA Inc.2,498$237.5K0.00%
Revisor Wealth Management LLC2,472$235.1K0.06%
Hidden Cove Wealth Management, LLC2,445$232.5K0.13%
Fragasso Group Inc.2,436$231.6K0.01%
Advisors Capital Management, LLC2,403$228.5K0.00%
Avidian Wealth Solutions, LLC2,401$228.3K0.01%
Financial Solutions Advisory Group, Inc.2,329$228.3K0.03%
Apollon Wealth Management, LLC2,395$227.7K0.00%
Inspire Advisors, LLC2,392$227.5K0.02%
Romano Brothers and Company2,386$226.9K0.02%
Change Path, LLC2,374$225.7K0.00%
Steel Peak Wealth Management LLC2,355$224.0K0.01%
Nicholas Hoffman & Company, LLC.2,339$222.4K0.00%
Claret Asset Management Corp2,324$221.0K0.02%
Summit Wealth Group LLC2,306$219.3K0.02%
Daymark Wealth Partners, LLC2,267$215.5K0.01%
Indivisible Partners2,264$215.3K0.01%
Everhart Financial Group, Inc.2,255$214.4K0.01%
Johnson Investment Counsel Inc2,245$213.5K0.00%
J.W. Cole Advisors, Inc.2,236$212.7K0.00%
Facet Wealth, Inc.2,235$212.5K0.00%
Aspen Grove Capital, LLC2,170$206.4K0.03%
Schulhoff & Co Inc2,140$203.5K0.08%
Paradigm Financial Partners, LLC2,137$203.2K0.02%
RMR Wealth Builders2,124$201.9K0.01%
Verdence Capital Advisors LLC2,114$201.0K0.01%
Knightsbridge Asset Management, LLC2,110$200.6K0.03%
TL Private Wealth2,055$200.2K0.07%
Cary Street Partner Investment Advisory LLC1,958$186.2K0.04%
Strategic Investment Advisors1,479$140.6K0.01%
Guardian Partners Inc.1,000$95.1K0.01%
Silver Grove Financial Group, Inc.872$82.9K0.04%
City Holding Co700$66.6K0.01%
StrongBox Wealth, LLC683$64.9K0.02%
Cape Investment Advisory, Inc.586$55.7K0.01%
Custom Index Systems, LLC570$54.2K0.02%
Accent Capital Management, LLC492$46.8K0.02%
Security National Bank of So Dak381$36.2K0.02%
BOK Financial Private Wealth, Inc.324$30.8K0.00%
Cary Street Partners Financial LLC294$28.0K0.00%
Fedenia Advisers LLC284$27.0K0.01%
Flagship Wealth Advisors, LLC275$26.1K0.01%
Vanguard National Trust Co265$25.2K0.00%
ZRC Wealth Management, LLC222$21.1K0.01%
Indiana Trust & Investment Management CO220$20.9K0.01%
Action Point Financial Planning, LLC208$19.5K0.00%
Pinnacle Bancorp, Inc.203$19.3K0.01%
SOA Wealth Advisors, LLC.15,748$15.7K0.00%
Bayforest Capital Ltd117$11.1K0.01%
Regatta Research & Money Management115$10.9K0.01%
Continuum Advisory, LLC114$10.8K0.00%
Hager Investment Management Services, LLC112$10.7K0.00%
Motco111$10.6K0.00%
Downshift Financial, LLC108$10.3K0.00%
FNY Investment Advisers, LLC100$9.00K0.00%
Institute for Wealth Management, LLC.80$7.61K0.00%

Sold out (51)

Institutions that held HSBC Holdings PLC at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of HSBC in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Contrarian Capital Management, L.L.C.481,063$39.7M
Marshall Wace, LLP338,412$27.9M
Capital Fund Management S.A.216,957$17.9M
Citadel Advisors LLC104,866$8.65M
Myriad Asset Management Advisors LLC41,198$3.49M
Aquatic Capital Management LLC36,677$3.03M
Kovitz Investment Group Partners, LLC22,078$1.82M
IMC-Chicago, LLC21,948$1.81M
Virtu Financial LLC19,960$1.65M
Simplex Trading, LLC17,986$1.48M
Fig Financial Advisory Services Inc15,534$1.28M
Golden State Equity Partners10,379$856.2K
CenterStar Asset Management, LLC8,632$712.1K
Myriad Asset Management US LP6,949$573.0K
a16z Perennial Management, L.P.6,052$499.2K
XTX Topco Ltd6,050$499.1K
Gsa Capital Partners LLP5,486$453.0K
Quantbot Technologies LP4,824$397.9K
Garton & Associates Financial Advisors LLC4,156$342.8K
Evoke Wealth, LLC3,921$331.8K
Voleon Capital Management LP3,981$328.4K
TD Asset Management Inc3,605$297.4K
Accuvest Global Advisors3,502$289.0K
Impact Investors, Inc3,033$250.2K
Baker Tilly Wealth Management, LLC2,881$237.7K
Stephens Inc2,703$223.0K
TrueWealth Financial Partners2,621$216.2K
Walleye Capital LLC2,574$212.3K
Livet Wealth, LLC2,566$211.7K
Elser Financial Planning, Inc2,500$209.3K
Alvarez & Marsal Private Wealth Partners, LLC2,390$202.5K
Walleye Trading LLC2,123$175.1K
Global Assets Advisory, LLC1,474$121.6K
AlphaCore Capital LLC1,059$87.4K
Intentional Wealth Strategies, LLC821$67.7K
Root Financial Partners, LLC798$65.8K
Sound Income Strategies, LLC712$60.9K
Annis Gardner Whiting Capital Advisors, LLC544$44.9K
Ancora Advisors, LLC440$36.3K
Ballast Advisors LLC435$35.9K
Measured Wealth Private Client Group, LLC369$30.4K
Innovative Asset Advisors Group, LLC263$22.2K
Opal Wealth Advisors, LLC265$21.9K
Lloyd Advisory Services, LLC.170$14.0K
RMG Wealth Management LLC119$10.8K
DB Fitzpatrick & Co, Inc120$9.90K
Legacy Wealth Managment, LLC111$9.16K
XY Capital Ltd111$9.16K
RWM Asset Management, LLC72$5.94K
Truvestments Capital LLC65$5.36K
True Link Financial Advisors, LLC55$4.54K

Not filed for Q2 2026 yet (8)

Institutions that held HSBC Holdings PLC at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HSBC in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
CWM, LLC173,240$14.3M
Skopos Labs, Inc.102,274$8.44M
Exencial Wealth Advisors, LLC31,948$2.64M
First Affirmative Financial Network6,335$522.5K
Gibbs Wealth Management5,720$471.8K
U.S. Capital Wealth Advisors, LLC2,438$201.1K
Anfield Capital Management, LLC1,125$92.8K
Financial Connections Group, Inc.143$11.0K