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 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 14,905 | $1.42M | 0.07% | +555+3.9% | Added |
| Founders Financial Securities LLC | 14,959 | $1.42M | 0.07% | −4,820−24.4% | Reduced |
| Invesco Ltd. | 15,431 | $1.47M | 0.00% | −611−3.8% | Reduced |
| Soltis Investment Advisors LLC | 15,721 | $1.49M | 0.09% | +508+3.3% | Added |
| AE Wealth Management LLC | 15,819 | $1.50M | 0.01% | +7,057+80.5% | Added |
| Henry James International Management, Inc. | 16,027 | $1.52M | 0.46% | +647+4.2% | Added |
| Parallel Advisors, LLC | 16,074 | $1.53M | 0.02% | +1,854+13.0% | Added |
| Bleakley Financial Group, LLC | 16,224 | $1.54M | 0.02% | +3,146+24.1% | Added |
| Frank, Rimerman Advisors LLC | 16,391 | $1.56M | 0.09% | +231+1.4% | Added |
| HB Wealth Management, LLC | 16,887 | $1.61M | 0.01% | +2,788+19.8% | Added |
| PDS Planning, Inc | 17,023 | $1.62M | 0.09% | +172+1.0% | Added |
| Greenleaf Trust | 17,284 | $1.64M | 0.02% | −545−3.1% | Reduced |
| GAMMA Investing LLC | 17,390 | $1.65M | 0.06% | +2,173+14.3% | Added |
| SBI Securities Co., Ltd. | 17,491 | $1.66M | 0.04% | −842−4.6% | Reduced |
| Merit Financial Group, LLC | 17,681 | $1.68M | 0.01% | +1,535+9.5% | Added |
| DRW Securities, LLC | 17,864 | $1.70M | 0.10% | −2,079−10.4% | Reduced |
| Ellevest, Inc. | 17,993 | $1.71M | 0.20% | +132+0.7% | Added |
| Guggenheim Capital LLC | 18,204 | $1.73M | 0.01% | +291+1.6% | Added |
| OneAscent Investment Solutions LLC | 18,588 | $1.77M | 1.67% | +18,588 | New |
| Foresight Capital Management Advisors, Inc. | 18,850 | $1.79M | 0.87% | −195−1.0% | Reduced |
| Everstar Asset Management, LLC | 15,973 | $1.80M | 0.87% | +2,458+18.2% | Added |
| Versant Capital Management, Inc | 19,118 | $1.82M | 0.16% | +421+2.3% | Added |
| D.A. Davidson & Co. | 19,379 | $1.84M | 0.01% | −85−0.4% | Reduced |
| PCM Encore, LLC | 19,447 | $1.85M | 0.32% | +305+1.6% | Added |
| Foundations Investment Advisors, LLC | 19,525 | $1.86M | 0.02% | +1,545+8.6% | Added |
| Atria Investments LLC | 19,652 | $1.87M | 0.02% | −7,224−26.9% | Reduced |
| RBF Capital, LLC | 20,000 | $1.90M | 0.08% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 20,022 | $1.90M | 0.02% | −6,329−24.0% | Reduced |
| Abel Hall, LLC | 20,096 | $1.91M | 0.33% | +79+0.4% | Added |
| Integrated Wealth Concepts LLC | 20,165 | $1.92M | 0.01% | +1,479+7.9% | Added |
| Steward Partners Investment Advisory, LLC | 20,406 | $1.94M | 0.01% | +4,184+25.8% | Added |
| Earnest Partners LLC | 20,449 | $1.94M | 0.01% | −546−2.6% | Reduced |
| Global Retirement Partners, LLC | 20,581 | $1.96M | 0.03% | +20,581 | New |
| Lester Murray Antman dba SimplyRich | 48,742 | $2.03M | 0.48% | +36,238+289.8% | Added |
| Aprio Wealth Management, LLC | 21,870 | $2.08M | 0.10% | +1,447+7.1% | Added |
| Oppenheimer & Co Inc | 21,951 | $2.09M | 0.02% | −1,308−5.6% | Reduced |
| United Capital Financial Advisers, LLC | 21,976 | $2.09M | 0.01% | −535−2.4% | Reduced |
| Cornerstone Planning, LLC | 22,281 | $2.12M | 0.49% | +196+0.9% | Added |
| Orleans Capital Management Corp | 22,528 | $2.14M | 1.11% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22,611 | $2.15M | 0.02% | +2,469+12.3% | Added |
| Gabelli Funds LLC | 22,700 | $2.16M | 0.01% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 22,722 | $2.16M | 0.79% | +244+1.1% | Added |
| FCG Investment Co | 22,945 | $2.18M | 0.75% | +22,945 | New |
| Systematic Alpha Investments, LLC | 23,000 | $2.19M | 0.06% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 23,013 | $2.19M | 0.02% | +1,188+5.4% | Added |
| Evolve Private Wealth, LLC | 23,446 | $2.23M | 0.14% | +904+4.0% | Added |
| Pzena Investment Management LLC | 23,555 | $2.24M | 0.01% | −395−1.6% | Reduced |
| Sagespring Wealth Partners, LLC | 24,089 | $2.29M | 0.04% | +427+1.8% | Added |
| Glenmede Trust Co NA | 24,167 | $2.30M | 0.01% | −4,305−15.1% | Reduced |
| Arkadios Wealth Advisors | 24,745 | $2.35M | 0.04% | −3,850−13.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 24,818 | $2.36M | 0.11% | +700+2.9% | Added |
| Ballentine Partners, LLC | 24,879 | $2.37M | 0.03% | +221+0.9% | Added |
| LVW Advisors, LLC | 25,234 | $2.40M | 0.21% | +11,957+90.1% | Added |
| Evergreen Capital Management LLC | 25,333 | $2.41M | 0.04% | −88−0.3% | Reduced |
| Agf Management Ltd | 25,396 | $2.41M | 0.01% | +25,396 | New |
| Checchi Capital Advisers, LLC | 25,807 | $2.45M | 0.16% | −385−1.5% | Reduced |
| Westwood Holdings Group Inc. | 26,096 | $2.48M | 0.02% | +3,376+14.9% | Added |
| Commonwealth Equity Services, LLC | 26,165 | $2.49M | 0.00% | +1,291+5.2% | Added |
| SRS Capital Advisors, Inc. | 26,396 | $2.51M | 0.02% | +23,297+751.8% | Added |
| Wedbush Securities Inc | 26,774 | $2.55M | 0.07% | −745−2.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 26,926 | $2.56M | 0.23% | −182−0.7% | Reduced |
| Quadrant Capital Group LLC | 27,079 | $2.57M | 0.07% | +50.0% | Added |
| Smartleaf Asset Management LLC | 27,434 | $2.61M | 0.08% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 27,827 | $2.65M | 0.01% | +2,722+10.8% | Added |
| MAI Capital Management | 27,845 | $2.65M | 0.01% | +6,807+32.4% | Added |
| Vestmark Advisory Solutions, Inc. | 27,951 | $2.66M | 0.02% | +4,524+19.3% | Added |
| Prime Capital Investment Advisors, LLC | 27,982 | $2.66M | 0.03% | −1,495−5.1% | Reduced |
| Acadian Asset Management LLC | 28,046 | $2.67M | 0.00% | +144+0.5% | Added |
| Ted Buchan & Co | 28,214 | $2.68M | 0.88% | +4,918+21.1% | Added |
| RSM US Wealth Management LLC | 29,032 | $2.76M | 0.03% | +1,511+5.5% | Added |
| Prospera Financial Services Inc | 29,125 | $2.77M | 0.04% | −1,000−3.3% | Reduced |
| CIBC Asset Management Inc | 31,170 | $2.91M | 0.01% | −2,472−7.3% | Reduced |
| Susquehanna International Group, LLP | 31,332 | $2.98M | 0.00% | −227,143−87.9% | Reduced |
| Kathmere Capital Management, LLC | 31,398 | $2.99M | 0.16% | +5,744+22.4% | Added |
| Raelipskie Partnership | 31,465 | $2.99M | 1.13% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 32,191 | $3.02M | 0.00% | +13,384+71.2% | Added |
| We Are One Seven, LLC | 31,805 | $3.02M | 0.05% | +1,435+4.7% | Added |
| Syon Capital LLC | 32,446 | $3.09M | 0.13% | +2,771+9.3% | Added |
| Sowell Financial Services LLC | 32,650 | $3.10M | 0.10% | +1,392+4.5% | Added |
| Qtron Investments LLC | 32,664 | $3.11M | 0.41% | −4,306−11.6% | Reduced |
| Scotia Capital Inc. | 32,743 | $3.11M | 0.01% | −1,160−3.4% | Reduced |
| AMJ Financial Wealth Management | 38,467 | $3.17M | 0.75% | 00.0% | Unchanged |
| GWM Advisors LLC | 34,412 | $3.27M | 0.01% | +4,307+14.3% | Added |
| Summit Trail Advisors, LLC | 34,424 | $3.27M | 0.04% | +670+2.0% | Added |
| Advisors Asset Management, Inc. | 34,585 | $3.29M | 0.05% | +466+1.4% | Added |
| Colony Group, LLC | 35,597 | $3.38M | 0.00% | +1,636+4.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 35,756 | $3.40M | 0.01% | +566+1.6% | Added |
| Aperture Investors, LLC | 35,800 | $3.40M | 0.36% | +13,272+58.9% | Added |
| LSV Asset Management | 35,828 | $3.41M | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 36,603 | $3.48M | 0.17% | +1,818+5.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 48,890 | $3.53M | 0.01% | +17,595+56.2% | Added |
| Stamos Capital Partners, L.P. | 37,215 | $3.54M | 0.54% | −1,358−3.5% | Reduced |
| GQG Partners LLC | 37,717 | $3.59M | 0.01% | +37,717 | New |
| WCG Wealth Advisors LLC | 38,957 | $3.70M | 0.09% | −4,777−10.9% | Reduced |
| Bessemer Group Inc | 40,030 | $3.81M | 0.01% | +1,974+5.2% | Added |
| Advisor Group Holdings, Inc. | 40,576 | $3.86M | 0.00% | +3,353+9.0% | Added |
| Park Avenue Securities LLC | 41,888 | $3.98M | 0.02% | −1,066−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 42,295 | $4.09M | 0.01% | +4,706+12.5% | Added |
| Aaron Wealth Advisors | 43,514 | $4.14M | 0.21% | +412+1.0% | Added |
| Davenport & Co LLC | 44,443 | $4.23M | 0.02% | +741+1.7% | Added |