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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 3,531 | $335.8K | 0.00% | +119+3.5% | Added |
| First Command Advisory Services, Inc. | 3,538 | $336.4K | 0.00% | +3,187+908.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,544 | $337.0K | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,588 | $341.2K | 0.01% | +126+3.6% | Added |
| Guardian Capital LP | 3,599 | $342.2K | 0.01% | +918+34.2% | Added |
| Range Advisory, LLC | 3,606 | $342.9K | 0.04% | +3,606 | New |
| Integrated Advisors Network LLC | 3,639 | $346.0K | 0.02% | +68+1.9% | Added |
| Argyle Capital Management Inc. | 3,650 | $347.1K | 0.10% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 3,473 | $349.1K | 0.07% | +14+0.4% | Added |
| Klingman & Associates, LLC | 3,740 | $355.6K | 0.02% | +423+12.8% | Added |
| RMB Capital Management, LLC | 3,742 | $355.8K | 0.01% | +44+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,757 | $357.3K | 0.01% | −1,882−33.4% | Reduced |
| Tower Wealth Partners, Inc. | 3,775 | $359.0K | 0.18% | +88+2.4% | Added |
| Safeguard Investment Advisory Group, LLC | 3,843 | $365.4K | 0.08% | −107−2.7% | Reduced |
| Cornerstone Wealth Management, LLC | 3,863 | $367.3K | 0.02% | −167−4.1% | Reduced |
| Norden Group LLC | 3,874 | $368.4K | 0.03% | −1,449−27.2% | Reduced |
| Simplicity Wealth,LLC | 3,953 | $375.9K | 0.01% | +3,953 | New |
| Westerkirk Capital Inc. | 3,954 | $376.0K | 0.04% | 00.0% | Unchanged |
| Sunpointe, LLC | 3,965 | $377.0K | 0.11% | 00.0% | Unchanged |
| Keel Point, LLC | 3,968 | $377.3K | 0.02% | +103+2.7% | Added |
| Samalin Investment Counsel, LLC | 3,971 | $377.6K | 0.12% | +114+3.0% | Added |
| Manchester Capital Management LLC | 3,981 | $378.6K | 0.05% | 00.0% | Unchanged |
| Weil Company, Inc. | 4,000 | $380.4K | 0.07% | 00.0% | Unchanged |
| Focused Alpha, LLC | 4,025 | $382.7K | 0.10% | +387+10.6% | Added |
| Tower Research Capital LLC (TRC) | 4,050 | $385.1K | 0.01% | −1,057−20.7% | Reduced |
| Baird Financial Group, Inc. | 4,061 | $386.2K | 0.00% | +1,632+67.2% | Added |
| WealthTrust Axiom LLC | 4,075 | $387.5K | 0.09% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 4,084 | $388.4K | 0.04% | −347−7.8% | Reduced |
| Abundance Wealth Counselors | 4,173 | $396.8K | 0.03% | +4,173 | New |
| Camden Capital, LLC | 4,173 | $396.8K | 0.02% | −248−5.6% | Reduced |
| Texas Yale Capital Corp. | 4,200 | $399.4K | 0.01% | +200+5.0% | Added |
| Rehmann Capital Advisory Group | 4,217 | $401.1K | 0.02% | −660−13.5% | Reduced |
| Manske Wealth Management | 4,248 | $403.9K | 0.10% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,284 | $407.4K | 0.01% | +330+8.3% | Added |
| D'Orazio & Associates, Inc. | 4,302 | $409.1K | 0.05% | +266+6.6% | Added |
| Nilsine Partners, LLC | 4,333 | $412.0K | 0.03% | +75+1.8% | Added |
| Atlas Capital Advisors LLC | 4,370 | $415.5K | 0.05% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 4,060 | $421.0K | 0.03% | +581+16.7% | Added |
| Flatrock Wealth Partners LLC | 4,524 | $430.2K | 0.17% | +91+2.1% | Added |
| IHT Wealth Management, LLC | 4,535 | $431.3K | 0.01% | +4,535 | New |
| Collaborative Fund Advisors, LLC | 4,598 | $437.2K | 0.25% | +4,598 | New |
| Legacy Capital Group California, Inc. | 4,668 | $443.9K | 0.13% | −5,808−55.4% | Reduced |
| Avestar Capital, LLC | 4,685 | $445.5K | 0.03% | +4,685 | New |
| Contravisory Investment Management, Inc. | 4,714 | $448.3K | 0.08% | +46+1.0% | Added |
| Carter Financial Group, INC. | 4,746 | $451.3K | 0.23% | +184+4.0% | Added |
| Ewa, LLC | 4,765 | $453.1K | 0.08% | +142+3.1% | Added |
| Brucke Financial, Inc. | 4,778 | $454.3K | 0.20% | +450+10.4% | Added |
| Canopy Partners, LLC | 4,837 | $459.9K | 0.14% | +28+0.6% | Added |
| Old National Bancorp | 4,849 | $461.1K | 0.01% | +4,849 | New |
| Foster Group, Inc. | 4,853 | $461.5K | 0.01% | −12−0.2% | Reduced |
| Werba Rubin Papier Wealth Management | 4,869 | $463.0K | 0.06% | −32−0.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,932 | $469.0K | 0.01% | +182+3.8% | Added |
| Brown Brothers Harriman & Co | 4,958 | $471.5K | 0.00% | +1,591+47.3% | Added |
| Equitable Holdings, Inc. | 4,969 | $472.5K | 0.00% | −364−6.8% | Reduced |
| Moors & Cabot, Inc. | 5,041 | $479.3K | 0.02% | −468−8.5% | Reduced |
| Greenspring Advisors, LLC | 5,078 | $482.9K | 0.03% | +134+2.7% | Added |
| Resources Investment Advisors, LLC. | 5,185 | $493.1K | 0.00% | −1,948−27.3% | Reduced |
| Kestra Advisory Services, LLC | 5,186 | $493.1K | 0.00% | −800−13.4% | Reduced |
| Seven Mile Advisory | 5,194 | $493.9K | 0.33% | −57−1.1% | Reduced |
| Zhang Financial LLC | 5,226 | $496.9K | 0.01% | +87+1.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 5,289 | $502.9K | 0.01% | +57+1.1% | Added |
| Geneos Wealth Management Inc. | 5,304 | $504.4K | 0.01% | +1,082+25.6% | Added |
| Modern Wealth Management, LLC | 5,372 | $510.8K | 0.01% | −117−2.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,465 | $519.7K | 0.01% | −166−2.9% | Reduced |
| Keebeck Wealth Management, LLC | 5,487 | $521.8K | 0.05% | +1,759+47.2% | Added |
| Waters Parkerson & Co., LLC | 5,500 | $523.0K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 5,504 | $523.4K | 0.01% | +1,102+25.0% | Added |
| Buckingham Strategic Partners | 5,545 | $527.3K | 0.00% | +415+8.1% | Added |
| Flputnam Investment Management Co | 5,561 | $528.8K | 0.01% | −504−8.3% | Reduced |
| Choate Investment Advisors | 5,580 | $530.6K | 0.01% | 00.0% | Unchanged |
| BSW Wealth Partners | 5,614 | $533.9K | 0.06% | −79−1.4% | Reduced |
| Capital Performance Advisors LLP | 5,619 | $534.3K | 0.03% | −1,844−24.7% | Reduced |
| Bayesian Capital Management, LP | 5,686 | $540.7K | 0.35% | +5,686 | New |
| Resonant Capital Advisors, LLC | 5,699 | $541.9K | 0.03% | +1,164+25.7% | Added |
| Savvy Advisors, Inc. | 5,771 | $548.8K | 0.01% | +1,187+25.9% | Added |
| Acorn Creek Capital LLC | 5,787 | $550.3K | 0.18% | −66−1.1% | Reduced |
| V-Square Quantitative Management LLC | 5,901 | $561.1K | 0.05% | +986+20.1% | Added |
| Benjamin Edwards Inc | 5,902 | $561.2K | 0.01% | +168+2.9% | Added |
| Wealth Alliance | 6,036 | $573.9K | 0.05% | −1,817−23.1% | Reduced |
| Principal Street Partners, LLC | 6,042 | $574.5K | 0.08% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 6,064 | $576.6K | 0.26% | +881+17.0% | Added |
| Baldwin Investment Management, LLC | 6,104 | $580.4K | 0.06% | +397+7.0% | Added |
| Brighton Jones LLC | 6,111 | $581.1K | 0.01% | +397+6.9% | Added |
| Seeds Investor LLC | 6,131 | $583.0K | 0.06% | +302+5.2% | Added |
| Sym Financial Corp | 6,136 | $583.5K | 0.05% | +556+10.0% | Added |
| Pure Financial Advisors, Inc. | 6,204 | $590.0K | 0.01% | +736+13.5% | Added |
| Valeo Financial Advisors, LLC | 6,221 | $591.6K | 0.01% | +85+1.4% | Added |
| Prosperity Consulting Group, LLC | 6,265 | $595.7K | 0.02% | +3,204+104.7% | Added |
| Abacus Wealth Partners, LLC | 6,316 | $600.6K | 0.06% | −8,867−58.4% | Reduced |
| Basecamp Wealth Advisors LLC | 6,321 | $601.1K | 0.11% | 00.0% | Unchanged |
| Natural Investments, LLC | 6,344 | $603.0K | 0.13% | −946−13.0% | Reduced |
| Diversify Wealth Management, LLC | 5,859 | $609.1K | 0.01% | −1,395−19.2% | Reduced |
| Diversify Advisory Services, LLC | 5,859 | $609.1K | 0.01% | +5,859 | New |
| Net Worth Advisory Group | 6,475 | $615.7K | 0.16% | +93+1.5% | Added |
| Cresset Asset Management, LLC | 6,506 | $618.6K | 0.00% | −1,192−15.5% | Reduced |
| Purkiss Capital Advisors LLC | 6,507 | $618.7K | 0.24% | −720−10.0% | Reduced |
| Sonoma Private Wealth LLC | 6,543 | $622.2K | 0.67% | +322+5.2% | Added |
| Fred Alger Management, LLC | 6,653 | $632.6K | 0.00% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 6,663 | $633.6K | 0.32% | +1,419+27.1% | Added |
| Anchyra Partners LLC | 6,673 | $634.5K | 0.15% | +531+8.6% | Added |