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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

13F holders, Q2 2026

Institutional positions in HSBC Holdings PLC as of Jun 30, 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
713
+75 vs. Q1 2026
Shares held
84.2M
+87.7K (+0.1%) vs. Q1 2026
Total value
$8.00B
+$1.06B (+15.3%) vs. Q1 2026
New holders
126
278 more added
Sold out
51
184 more reduced

8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 713 institutions
Q1 2021: 263 institutionsQ2 2021: 262 institutionsQ3 2021: 263 institutionsQ4 2021: 284 institutionsQ1 2022: 297 institutionsQ2 2022: 292 institutionsQ3 2022: 289 institutionsQ4 2022: 316 institutionsQ1 2023: 338 institutionsQ2 2023: 365 institutionsQ3 2023: 375 institutionsQ4 2023: 412 institutionsQ1 2024: 411 institutionsQ2 2024: 419 institutionsQ3 2024: 425 institutionsQ4 2024: 466 institutionsQ1 2025: 507 institutionsQ2 2025: 513 institutionsQ3 2025: 555 institutionsQ4 2025: 617 institutionsQ1 2026: 646 institutionsQ2 2026: 713 institutions
Value heldQ2 2026: $8.00B
Q1 2021: $1.48BQ2 2021: $1.52BQ3 2021: $1.29BQ4 2021: $1.44BQ1 2022: $1.70BQ2 2022: $1.72BQ3 2022: $1.40BQ4 2022: $1.67BQ1 2023: $1.93BQ2 2023: $2.35BQ3 2023: $2.31BQ4 2023: $2.27BQ1 2024: $2.10BQ2 2024: $2.36BQ3 2024: $2.37BQ4 2024: $2.67BQ1 2025: $4.30BQ2 2025: $4.68BQ3 2025: $5.64BQ4 2025: $6.53BQ1 2026: $6.97BQ2 2026: $8.00B
Institutions holding HSBC and their total value by quarter
QuarterHoldersValue
Q2 2026713$8.00B
Q1 2026646$6.97B
Q4 2025617$6.53B
Q3 2025555$5.64B
Q2 2025513$4.68B
Q1 2025507$4.30B
Q4 2024466$2.67B
Q3 2024425$2.37B
Q2 2024419$2.36B
Q1 2024411$2.10B
Q4 2023412$2.27B
Q3 2023375$2.31B
Q2 2023365$2.35B
Q1 2023338$1.93B
Q4 2022316$1.67B
Q3 2022289$1.40B
Q2 2022292$1.72B
Q1 2022297$1.70B
Q4 2021284$1.44B
Q3 2021263$1.29B
Q2 2021262$1.52B
Q1 2021263$1.48B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q1 2026.

Institutions holding HSBC in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
TSFG, LLC5$00.00%00.0%Unchanged
Westfuller Advisors, LLC0$180.00%−35−100.0%Reduced
Kingdom Financial Group LLC.1$840.00%−169−99.4%Reduced
Rakuten Securities, Inc.1$950.00%−37−97.4%Reduced
Alerus Financial NA1$950.00%00.0%Unchanged
Toth Financial Advisory Corp6$5710.00%00.0%Unchanged
Decker Retirement Planning Inc.6$6000.00%+6New
Nvest Wealth Strategies, Inc.10$9510.00%00.0%Unchanged
Mosley Wealth Management10$9510.00%+10New
Pin Oak Investment Advisors Inc10$1.00K0.00%+10New
Southern Michigan Bank & Trust11$1.05K0.00%00.0%Unchanged
NFJ Investment Group, LLC13$1.24K0.00%+13New
Caldwell Trust Co13$1.24K0.00%+13New
Buck Wealth Strategies, LLC15$1.43K0.00%+15New
Caitlin John, LLC16$1.52K0.00%00.0%Unchanged
Noble Wealth Management PBC16$1.52K0.00%+16New
Halbert Hargrove Global Advisors, LLC16$1.55K0.00%+16New
Webster Bank, N. A.18$1.71K0.00%+18New
Wellington-Altus USA Inc.21$1.73K0.00%00.0%Unchanged
Quent Capital, LLC20$1.90K0.00%+20New
Abound Wealth Management21$2.00K0.00%00.0%Unchanged
Breakwater Investment Management21$2.00K0.00%+21New
Trifecta Capital Advisors, LLC22$2.09K0.00%+22New
Sittner & Nelson, LLC23$2.19K0.00%+23New
TD Capital Management LLC23$2.20K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC25$2.38K0.00%00.0%Unchanged
Silicon Valley Capital Partners29$2.74K0.00%+1+3.6%Added
Monetary Solutions, Ltd29$2.76K0.00%+29New
Price T Rowe Associates Inc24$3.00K0.00%+24New
Keating Financial Advisory Services, Inc.32$3.04K0.00%00.0%Unchanged
St Germain D J Co Inc34$3.23K0.00%00.0%Unchanged
Bryn Mawr Trust Co34$3.23K0.00%00.0%Unchanged
Marshall Investment Management, LLC38$3.61K0.00%+38New
Key Financial Inc39$3.71K0.00%−151−79.5%Reduced
Financial Network Wealth Advisors LLC40$3.80K0.00%+11+37.9%Added
Beaird Harris Wealth Management, LLC40$3.83K0.00%00.0%Unchanged
Wiser Advisor Group LLC41$3.90K0.00%00.0%Unchanged
Markowski Investments43$4.09K0.00%+43New
Allied Private Wealth LLC43$4.13K0.00%+43New
Brown, Lisle/Cummings, Inc.44$4.15K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.44$4.18K0.00%00.0%Unchanged
Ninepoint Partners LP45$4.28K0.00%−6−11.8%Reduced
MidFirst Bank46$4.37K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC46$4.37K0.00%+6+15.0%Added
Clean Yield Group48$4.56K0.00%00.0%Unchanged
Eastern Bank49$4.66K0.00%+49New
Murphy & Mullick Capital Management Corp50$4.75K0.00%−2−3.8%Reduced
New England Capital Financial Advisors LLC50$4.75K0.00%00.0%Unchanged
Nemes Rush Group LLC50$4.75K0.00%00.0%Unchanged
WealthCollab, LLC52$4.95K0.00%00.0%Unchanged
Asset Dedication, LLC52$4.95K0.00%+18+52.9%Added
Hollencrest Capital Management54$5.13K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.55$5.23K0.00%00.0%Unchanged
Horizon Financial Services, LLC57$5.42K0.00%+57New
Whipplewood Advisors, LLC58$5.51K0.00%−441−88.4%Reduced
City State Bank60$5.71K0.00%+60New
Winch Advisory Services, LLC60$5.74K0.00%+60New
Highland Investment Advisors LLC61$5.80K0.00%+61New
Synergy Investment Management, LLC57$5.85K0.00%+57New
TIAA Wealth Investment Management LLC68$6.47K0.00%00.0%Unchanged
Trust Co68$6.47K0.00%+56+466.7%Added
Central Trust Co68$6.47K0.00%+38+126.7%Added
Caldwell Sutter Capital, Inc.69$6.56K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC69$6.56K0.00%+30+76.9%Added
Aventura Private Wealth, LLC69$6.56K0.00%+69New
Three Bearings Fiduciary Advisors, Inc.70$6.66K0.01%00.0%Unchanged
Crewe Advisors LLC75$7.13K0.00%+39+108.3%Added
Kozak & Associates, Inc.79$7.57K0.00%00.0%Unchanged
Institute for Wealth Management, LLC.80$7.61K0.00%+80New
Archer Investment Corp83$7.85K0.00%+3+3.8%Added
JNBA Financial Advisors84$7.99K0.00%+45+115.4%Added
Burk Holdings LLC88$8.37K0.00%00.0%Unchanged
Turim 21 Investimentos Ltda.92$8.75K0.00%00.0%Unchanged
WPG Advisers, LLC93$8.84K0.01%00.0%Unchanged
FNY Investment Advisers, LLC100$9.00K0.00%+100New
Acumen Wealth Advisors, LLC98$9.32K0.00%00.0%Unchanged
Chesapeake Asset Management LLC100$9.51K0.01%00.0%Unchanged
Costello Asset Management, INC100$9.51K0.00%00.0%Unchanged
Hoey Investments, Inc100$9.51K0.00%00.0%Unchanged
Main Street Group, LTD100$9.51K0.00%00.0%Unchanged
PlanVest Financial, Inc100$9.51K0.01%00.0%Unchanged
Downshift Financial, LLC108$10.3K0.00%+108New
Motco111$10.6K0.00%+111New
Hager Investment Management Services, LLC112$10.7K0.00%+112New
Continuum Advisory, LLC114$10.8K0.00%+114New
Regatta Research & Money Management115$10.9K0.01%+115New
Bayforest Capital Ltd117$11.1K0.01%+117New
Rachor Investment Advisory Services, LLC120$11.4K0.01%00.0%Unchanged
Golden State Wealth Management, LLC125$11.9K0.00%+4+3.3%Added
Independence Bank of Kentucky136$12.9K0.00%00.0%Unchanged
CVA Family Office, LLC136$12.9K0.00%00.0%Unchanged
MV Capital Management, Inc.143$13.6K0.00%−15−9.5%Reduced
North Star Investment Management Corp.146$13.9K0.00%+6+4.3%Added
Penserra Capital Management LLC152$14.0K0.00%+35+29.9%Added
Duncker Streett & Co Inc148$14.1K0.00%00.0%Unchanged
Arlington Trust Co LLC148$14.1K0.00%00.0%Unchanged
Havemeyer Place LP149$14.2K0.00%−7,057−97.9%Reduced
Federated Hermes, Inc.151$14.4K0.00%−8−5.0%Reduced
American Capital Advisory, LLC153$14.5K0.01%−17−10.0%Reduced
Vermillion Wealth Management, Inc.160$15.2K0.00%00.0%Unchanged