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 |
|---|---|---|---|---|---|
| Gallacher Capital Management LLC | 6,774 | $644.1K | 0.36% | −46−0.7% | Reduced |
| Cromwell Holdings LLC | 6,967 | $662.5K | 0.30% | 00.0% | Unchanged |
| Allworth Financial LP | 6,978 | $663.5K | 0.00% | −103−1.5% | Reduced |
| TCG Advisory Services, LLC | 7,010 | $666.6K | 0.01% | +1,847+35.8% | Added |
| New Republic Capital, LLC | 7,061 | $671.4K | 0.15% | +66+0.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,069 | $672.2K | 0.00% | −94−1.3% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 7,092 | $674.4K | 0.00% | +190+2.8% | Added |
| Crumly & Associates Inc. | 7,097 | $674.9K | 0.13% | 00.0% | Unchanged |
| Courier Capital LLC | 7,266 | $690.9K | 0.03% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 7,282 | $692.4K | 0.22% | +144+2.0% | Added |
| Marks Group Wealth Management, Inc | 7,297 | $693.9K | 0.06% | −11,654−61.5% | Reduced |
| Thrivent Financial for Lutherans | 7,309 | $695.0K | 0.00% | −955−11.6% | Reduced |
| Summit Global Investments | 7,323 | $696.0K | 0.04% | +7,323 | New |
| Dynamic Advisor Solutions LLC | 7,330 | $697.0K | 0.02% | −757−9.4% | Reduced |
| Yousif Capital Management, LLC | 7,423 | $705.9K | 0.01% | −23,978−76.4% | Reduced |
| Wedmont Private Capital | 7,127 | $706.2K | 0.02% | −1,393−16.3% | Reduced |
| GWN Securities Inc. | 7,437 | $707.1K | 0.12% | −432−5.5% | Reduced |
| Wealthstar Advisors, LLC | 7,501 | $713.3K | 0.35% | −402−5.1% | Reduced |
| Portside Wealth Group, LLC | 7,576 | $720.4K | 0.08% | −1,126−12.9% | Reduced |
| Monument Capital Management | 7,636 | $726.1K | 0.15% | +35+0.5% | Added |
| Caitong International Asset Management Co., Ltd | 7,743 | $736.3K | 0.10% | +7,743 | New |
| Hexagon Capital Partners LLC | 7,755 | $737.4K | 0.10% | −14−0.2% | Reduced |
| Main Street Research LLC | 7,772 | $739.0K | 0.03% | +39+0.5% | Added |
| Ignite Planners, LLC | 7,790 | $740.9K | 0.10% | −156−2.0% | Reduced |
| Private Advisor Group, LLC | 7,866 | $747.9K | 0.00% | −5,356−40.5% | Reduced |
| Riversedge Advisors, LLC | 7,868 | $748.2K | 0.10% | +642+8.9% | Added |
| Tepp RIA, LLC | 7,877 | $749.0K | 0.51% | −972−11.0% | Reduced |
| Warren Averett Asset Management, LLC | 7,900 | $751.2K | 0.00% | −176−2.2% | Reduced |
| Advisory Services Network, LLC | 7,960 | $756.9K | 0.01% | +307+4.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,000 | $760.7K | 0.01% | +8,000 | New |
| EverSource Wealth Advisors, LLC | 8,001 | $760.8K | 0.03% | −4,449−35.7% | Reduced |
| Rational Advisors LLC | 8,035 | $764.0K | 0.07% | −2,499−23.7% | Reduced |
| Papamarkou Wellner Asset Management inc. | 9,352 | $771.4K | 0.48% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,124 | $772.5K | 0.00% | +1,371+20.3% | Added |
| Principal Securities, Inc. | 8,129 | $773.0K | 0.01% | +1,613+24.8% | Added |
| Mount Yale Investment Advisors, LLC | 8,329 | $792.0K | 0.01% | +140+1.7% | Added |
| Perigon Wealth Management, LLC | 8,494 | $807.7K | 0.01% | −1,755−17.1% | Reduced |
| Allie Family Office LLC | 8,504 | $808.6K | 0.30% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 8,506 | $808.8K | 0.62% | +8,506 | New |
| South Shore Capital Advisors | 8,550 | $813.0K | 0.54% | +1,700+24.8% | Added |
| American Trust Investment Advisors, LLC | 8,755 | $832.5K | 0.41% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 8,794 | $836.2K | 0.16% | +2,168+32.7% | Added |
| Mesirow Financial Investment Management, Inc. | 8,923 | $848.5K | 0.01% | +7+0.1% | Added |
| HighMark Wealth Management LLC | 9,008 | $856.6K | 0.29% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 9,088 | $864.2K | 0.00% | +9,088 | New |
| Commerce Bank | 9,089 | $864.3K | 0.00% | −123−1.3% | Reduced |
| Bridgewater Advisors Inc. | 8,024 | $865.4K | 0.05% | −19−0.2% | Reduced |
| Xponance, Inc. | 9,158 | $870.8K | 0.01% | +4,568+99.5% | Added |
| Westover Capital Advisors, LLC | 9,313 | $885.6K | 0.15% | 00.0% | Unchanged |
| Optas, LLC | 9,393 | $893.2K | 0.13% | +95+1.0% | Added |
| Drive Wealth Management, LLC | 9,525 | $905.7K | 0.16% | +203+2.2% | Added |
| SeaBridge Investment Advisors LLC | 9,529 | $906.1K | 0.13% | +60+0.6% | Added |
| Clearstead Advisors, LLC | 9,765 | $928.6K | 0.01% | −9,765−50.0% | Reduced |
| Venturi Wealth Management, LLC | 9,981 | $949.1K | 0.04% | +886+9.7% | Added |
| Independent Advisor Alliance | 10,043 | $955.0K | 0.02% | −857−7.9% | Reduced |
| Lido Advisors, LLC | 10,052 | $956.0K | 0.00% | +993+11.0% | Added |
| Chelsea Counsel Co | 10,100 | $960.4K | 0.41% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 10,132 | $963.5K | 0.32% | +22+0.2% | Added |
| 71 West Capital Partners | 10,234 | $973.2K | 0.03% | +10,234 | New |
| Pensionmark Financial Group, LLC | 11,741 | $973.8K | 0.02% | −39−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,263 | $975.9K | 0.09% | −25−0.2% | Reduced |
| Blair William & Co | 10,307 | $980.1K | 0.00% | +461+4.7% | Added |
| Five Oceans Advisors | 10,361 | $985.2K | 0.32% | 00.0% | Unchanged |
| Themes Management Co LLC | 10,367 | $985.8K | 0.65% | −1,685−14.0% | Reduced |
| Mission Wealth Management, LP | 10,521 | $1.00M | 0.01% | +1,669+18.9% | Added |
| Legacy Wealth Asset Management, LLC | 11,194 | $1.06M | 0.23% | −227−2.0% | Reduced |
| Cordatus Wealth Management LLC | 11,425 | $1.09M | 0.24% | +63+0.6% | Added |
| Delta Financial Advisors LLC | 11,534 | $1.10M | 0.26% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 11,708 | $1.11M | 0.01% | −6,897−37.1% | Reduced |
| Concurrent Investment Advisors, LLC | 11,859 | $1.13M | 0.01% | −570−4.6% | Reduced |
| Everest Financial Group LLC | 12,067 | $1.15M | 0.16% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,187 | $1.16M | 0.01% | +9,182+305.6% | Added |
| West Family Investments, Inc. | 12,240 | $1.16M | 0.34% | +2,785+29.5% | Added |
| Linden Thomas Advisory Services, LLC | 12,334 | $1.17M | 0.09% | +472+4.0% | Added |
| Farringdon Capital, Ltd. | 12,377 | $1.18M | 0.58% | +7,842+172.9% | Added |
| Miracle Mile Advisors, LLC | 12,493 | $1.19M | 0.01% | −381−3.0% | Reduced |
| Sage Rhino Capital LLC | 12,540 | $1.19M | 0.20% | −20−0.2% | Reduced |
| Lazard Asset Management LLC | 12,687 | $1.21M | 0.00% | −266−2.1% | Reduced |
| Henshaw Capital LLC | 12,880 | $1.22M | 0.04% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 12,932 | $1.23M | 0.12% | −65−0.5% | Reduced |
| SG Americas Securities, LLC | 12,997 | $1.24M | 0.00% | −124,928−90.6% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 13,037 | $1.24M | 0.05% | +301+2.4% | Added |
| Trust Point Inc. | 13,421 | $1.28M | 0.11% | +648+5.1% | Added |
| Cherokee Insurance Co | 13,545 | $1.29M | 0.50% | 00.0% | Unchanged |
| May Hill Capital, LLC | 13,602 | $1.29M | 0.27% | +1,216+9.8% | Added |
| Sivia Capital Partners, LLC | 13,631 | $1.30M | 0.16% | +5,105+59.9% | Added |
| Ascent Group, LLC | 13,647 | $1.30M | 0.04% | +158+1.2% | Added |
| Gryphon Financial Partners LLC | 13,823 | $1.31M | 0.12% | +2,421+21.2% | Added |
| NorthCrest Asset Manangement, LLC | 13,453 | $1.32M | 0.03% | +13,453 | New |
| Deutsche Bank AG | 14,030 | $1.33M | 0.00% | +4,618+49.1% | Added |
| Cornerstone Select Advisors, LLC | 14,039 | $1.33M | 0.56% | +1,551+12.4% | Added |
| Fiera Capital Corp | 14,066 | $1.34M | 0.00% | +2,070+17.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,126 | $1.34M | 0.00% | +2,605+22.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 14,129 | $1.34M | 0.03% | −22,574−61.5% | Reduced |
| Profund Advisors LLC | 14,181 | $1.35M | 0.04% | −409−2.8% | Reduced |
| Frec Markets, Inc. | 14,478 | $1.38M | 0.12% | +2,288+18.8% | Added |
| Credit Agricole S A | 14,545 | $1.38M | 0.00% | −15,578−51.7% | Reduced |
| Oppenheimer Asset Management Inc. | 14,755 | $1.40M | 0.01% | −8,108−35.5% | Reduced |
| State Street Corp | 14,767 | $1.40M | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 14,883 | $1.42M | 0.02% | −24,629−62.3% | Reduced |