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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 163 | $15.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 15,748 | $15.7K | 0.00% | +15,748 | New |
| Rossby Financial, LCC | 167 | $15.9K | 0.00% | +20+13.6% | Added |
| Roxbury Financial LLC | 168 | $16.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 169 | $16.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 180 | $17.1K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 180 | $17.1K | 0.01% | +55+44.0% | Added |
| Cassaday & Co Wealth Management LLC | 188 | $17.9K | 0.00% | +4+2.2% | Added |
| Valued Wealth Advisors LLC | 189 | $18.0K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 203 | $19.3K | 0.00% | +43+26.9% | Added |
| Stone House Investment Management, LLC | 203 | $19.3K | 0.00% | +162+395.1% | Added |
| Pinnacle Bancorp, Inc. | 203 | $19.3K | 0.01% | +203 | New |
| IMA Wealth, Inc. | 205 | $19.5K | 0.00% | +88+75.2% | Added |
| Action Point Financial Planning, LLC | 208 | $19.5K | 0.00% | +208 | New |
| Creative Financial Designs Inc | 213 | $20.3K | 0.00% | −76−26.3% | Reduced |
| Trust Co of Toledo NA | 214 | $20.3K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 220 | $20.9K | 0.01% | +220 | New |
| CX Institutional | 223 | $21.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 222 | $21.1K | 0.01% | +222 | New |
| Zions Bancorporation, National Association | 223 | $21.2K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 231 | $22.0K | 0.01% | +38+19.7% | Added |
| Atwood & Palmer Inc | 233 | $22.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 235 | $22.3K | 0.00% | +77+48.7% | Added |
| Transamerica Financial Advisors, Inc. | 241 | $23.0K | 0.00% | +4+1.7% | Added |
| Vanguard National Trust Co | 265 | $25.2K | 0.00% | +265 | New |
| Robinswood Financial LLC | 266 | $25.3K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 266 | $25.3K | 0.01% | +21+8.6% | Added |
| Flagship Wealth Advisors, LLC | 275 | $26.1K | 0.01% | +275 | New |
| Fedenia Advisers LLC | 284 | $27.0K | 0.01% | +284 | New |
| Cary Street Partners Financial LLC | 294 | $28.0K | 0.00% | +294 | New |
| Kilter Group LLC | 310 | $29.5K | 0.01% | +255+463.6% | Added |
| Capital Analysts, LLC | 318 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 321 | $30.5K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 324 | $30.8K | 0.00% | +324 | New |
| Maseco LLP | 329 | $31.3K | 0.00% | +55+20.1% | Added |
| Raffa Wealth Management, LLC | 339 | $32.2K | 0.00% | +39+13.0% | Added |
| UMA Financial Services, Inc. | 346 | $32.9K | 0.00% | +57+19.7% | Added |
| Plante Moran Financial Advisors, LLC | 354 | $33.7K | 0.00% | +135+61.6% | Added |
| Retirement Wealth Solutions LLC | 367 | $34.9K | 0.02% | 00.0% | Unchanged |
| Security National Bank of So Dak | 381 | $36.2K | 0.02% | +381 | New |
| JPL Wealth Management, LLC | 383 | $36.4K | 0.01% | −83−17.8% | Reduced |
| Essential Partners LLC | 397 | $37.8K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 405 | $38.5K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 412 | $39.2K | 0.00% | +37+9.9% | Added |
| SHP Wealth Management | 412 | $39.2K | 0.00% | +100+32.1% | Added |
| Frazier Financial Advisors, LLC | 415 | $39.5K | 0.02% | −65−13.5% | Reduced |
| Highline Wealth Partners LLC | 416 | $39.6K | 0.01% | −6−1.4% | Reduced |
| Boyd Watterson Asset Management LLC | 416 | $39.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 440 | $41.8K | 0.03% | +142+47.7% | Added |
| NBC Securities, Inc. | 457 | $43.5K | 0.00% | +28+6.5% | Added |
| Bare Financial Services, Inc | 475 | $45.2K | 0.01% | +259+119.9% | Added |
| Accent Capital Management, LLC | 492 | $46.8K | 0.02% | +492 | New |
| Dunhill Financial, LLC | 505 | $48.0K | 0.01% | +228+82.3% | Added |
| Financial Consulate, Inc | 531 | $50.5K | 0.01% | +36+7.3% | Added |
| SJS Investment Consulting Inc. | 536 | $51.0K | 0.01% | +110+25.8% | Added |
| Smithfield Trust Co | 564 | $53.0K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 570 | $54.2K | 0.01% | +43+8.2% | Added |
| Custom Index Systems, LLC | 570 | $54.2K | 0.02% | +570 | New |
| Bartlett & Co. Wealth Management LLC | 575 | $54.7K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 586 | $55.7K | 0.01% | +586 | New |
| Cornerstone Planning Group LLC | 610 | $62.9K | 0.01% | +15+2.5% | Added |
| GW&K Investment Management, LLC | 665 | $63.0K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 658 | $63.7K | 0.01% | −3,222−83.0% | Reduced |
| Mather Group, LLC. | 677 | $64.4K | 0.00% | +162+31.5% | Added |
| StrongBox Wealth, LLC | 683 | $64.9K | 0.02% | +683 | New |
| MCF Advisors LLC | 689 | $65.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 700 | $66.6K | 0.01% | +700 | New |
| Addison Advisors LLC | 763 | $72.6K | 0.03% | −1,890−71.2% | Reduced |
| Hanson & Doremus Investment Management | 783 | $74.0K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 800 | $76.1K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 855 | $81.3K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 872 | $82.9K | 0.04% | +872 | New |
| Private Wealth Asset Management, LLC | 874 | $83.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 893 | $84.9K | 0.01% | −63−6.6% | Reduced |
| True Wealth Design, LLC | 900 | $85.6K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 907 | $86.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 945 | $89.9K | 0.00% | +60+6.8% | Added |
| Group One Trading, L.P. | 950 | $90.3K | 0.00% | +19+2.0% | Added |
| Guardian Partners Inc. | 1,000 | $95.1K | 0.01% | +1,000 | New |
| Westside Investment Management, Inc. | 1,020 | $97.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,058 | $100.6K | 0.01% | −3−0.3% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1,130 | $107.5K | 0.01% | +820+264.5% | Added |
| Parkside Financial Bank & Trust | 1,146 | $109.0K | 0.01% | −34−2.9% | Reduced |
| Limestone Investment Advisors LP | 1,150 | $109.4K | 0.05% | −54,887−97.9% | Reduced |
| Bogart Wealth, LLC | 1,258 | $119.6K | 0.00% | +31+2.5% | Added |
| AdvisorNet Financial, Inc | 1,309 | $124.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,315 | $125.0K | 0.00% | +19+1.5% | Added |
| Bruce G. Allen Investments, LLC | 1,326 | $126.1K | 0.08% | −85−6.0% | Reduced |
| Clear Street Markets LLC | 1,400 | $133.1K | 0.03% | −100−6.7% | Reduced |
| Larson Financial Group LLC | 1,404 | $133.5K | 0.00% | +296+26.7% | Added |
| JFS Wealth Advisors, LLC | 1,423 | $135.3K | 0.01% | −90−5.9% | Reduced |
| IFP Advisors, Inc | 1,439 | $136.8K | 0.00% | +181+14.4% | Added |
| Strategic Investment Advisors | 1,479 | $140.6K | 0.01% | +1,479 | New |
| Umb Bank N A | 1,501 | $142.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,588 | $151.0K | 0.00% | +530+50.1% | Added |
| Grove Bank & Trust | 1,594 | $151.6K | 0.02% | −6−0.4% | Reduced |
| Rothschild Investment LLC | 1,749 | $166.3K | 0.01% | −47−2.6% | Reduced |
| Medallion Wealth Advisors, LLC | 1,779 | $169.2K | 0.06% | −4,501−71.7% | Reduced |