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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 46,403 | $4.41M | 0.06% | +46,403 | New |
| Catalyst Capital Advisors LLC | 47,850 | $4.55M | 0.08% | −2,050−4.1% | Reduced |
| TrueMark Investments, LLC | 48,065 | $4.57M | 0.57% | +6,110+14.6% | Added |
| Opal Capital LLC | 48,065 | $4.57M | 0.82% | +6,110+14.6% | Added |
| Ieq Capital, LLC | 49,984 | $4.75M | 0.02% | −6,664−11.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,202 | $4.77M | 0.01% | −5,188−9.4% | Reduced |
| UBS Asset Management Americas Inc | 50,430 | $4.80M | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 51,262 | $4.87M | 0.02% | +12,202+31.2% | Added |
| Flow Traders U.S. LLC | 52,603 | $5.00M | 0.21% | +52,603 | New |
| CIBC World Markets Inc. | 52,903 | $5.03M | 0.01% | −1,002−1.9% | Reduced |
| Rockefeller Capital Management L.P. | 56,089 | $5.33M | 0.01% | +303+0.5% | Added |
| Signaturefd, LLC | 57,080 | $5.43M | 0.07% | −1,009−1.7% | Reduced |
| CI Private Wealth, LLC | 58,102 | $5.52M | 0.01% | +5,353+10.1% | Added |
| Sequoia Financial Advisors, LLC | 59,033 | $5.61M | 0.03% | −171−0.3% | Reduced |
| Old Port Advisors | 59,281 | $5.64M | 1.11% | +241+0.4% | Added |
| Savant Capital, LLC | 56,069 | $5.66M | 0.02% | +28,684+104.7% | Added |
| Rhumbline Advisers | 62,157 | $5.91M | 0.00% | +7,864+14.5% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 63,521 | $6.04M | 0.29% | +500+0.8% | Added |
| Gradient Investments LLC | 63,621 | $6.05M | 0.08% | +2,948+4.9% | Added |
| Vise Technologies, Inc. | 64,551 | $6.14M | 0.07% | +5,686+9.7% | Added |
| CAPROCK Group, Inc. | 65,562 | $6.23M | 0.12% | +65,562 | New |
| Old Mission Capital LLC | 65,570 | $6.24M | 0.16% | −72,275−52.4% | Reduced |
| New York State Common Retirement Fund | 65,586 | $6.24M | 0.01% | +1,390+2.2% | Added |
| Hantz Financial Services, Inc. | 68,594 | $6.52M | 0.09% | +13,916+25.5% | Added |
| Assetmark, Inc | 70,855 | $6.74M | 0.01% | +17,582+33.0% | Added |
| Hennessy Advisors Inc | 70,900 | $6.74M | 0.22% | −1,300−1.8% | Reduced |
| Optiver Holding B.V. | 72,877 | $6.93M | 0.10% | +72,877 | New |
| Northwestern Mutual Wealth Management Co | 74,546 | $7.09M | 0.00% | +3,586+5.1% | Added |
| Americana Partners, LLC | 75,309 | $7.16M | 0.16% | +761+1.0% | Added |
| Cetera Investment Advisers | 77,056 | $7.33M | 0.01% | +2,564+3.4% | Added |
| Parallax Volatility Advisers, L.P. | 77,340 | $7.35M | 0.27% | +64,698+511.8% | Added |
| The PNC Financial Services Group, Inc. | 77,459 | $7.37M | 0.00% | +7,997+11.5% | Added |
| Factory Mutual Insurance Co | 77,552 | $7.37M | 0.07% | 00.0% | Unchanged |
| Vident Advisory, LLC | 78,538 | $7.47M | 0.06% | −37,465−32.3% | Reduced |
| Atomi Financial Group, Inc. | 79,278 | $7.54M | 0.20% | +3,403+4.5% | Added |
| Callan Family Office, LLC | 82,060 | $7.80M | 0.15% | +2,492+3.1% | Added |
| Bellars Harris Wealth Management, LLC | 84,607 | $8.05M | 1.64% | +84,607 | New |
| Truist Financial Corp | 87,439 | $8.31M | 0.01% | −1,936−2.2% | Reduced |
| Brinker Capital Investments, LLC | 87,615 | $8.33M | 0.06% | −15,304−14.9% | Reduced |
| Stifel Financial Corp | 90,839 | $8.64M | 0.01% | −4,456−4.7% | Reduced |
| Neuberger Berman Group LLC | 92,143 | $8.76M | 0.01% | +8,921+10.7% | Added |
| Naviter Wealth, LLC | 94,781 | $9.01M | 0.82% | +19,625+26.1% | Added |
| Laird Norton Trust Company, LLC | 98,141 | $9.33M | 0.18% | −1,310−1.3% | Reduced |
| NewEdge Wealth, LLC | 102,153 | $9.71M | 0.10% | +34,455+50.9% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $10.2M | 3.39% | 00.0% | Unchanged |
| Franklin Resources Inc | 112,365 | $10.7M | 0.00% | −98,204−46.6% | Reduced |
| Russell Investments Group, Ltd. | 115,369 | $11.0M | 0.01% | +21,513+22.9% | Added |
| HRT Financial LP | 118,360 | $11.3M | 0.02% | +31,416+36.1% | Added |
| Manning & Napier Advisors LLC | 120,358 | $11.4M | 0.15% | +120,123+51,116.2% | Added |
| M&T Bank Corp | 120,855 | $11.5M | 0.03% | +323+0.3% | Added |
| MML Investors Services, LLC | 122,531 | $11.7M | 0.02% | +18,071+17.3% | Added |
| National Bank of Canada | 125,086 | $11.9M | 0.01% | +37,785+43.3% | Added |
| TD Waterhouse Canada Inc. | 125,095 | $12.0M | 0.03% | +103,381+476.1% | Added |
| Cerity Partners LLC | 126,625 | $12.0M | 0.01% | −3,271−2.5% | Reduced |
| BNP Paribas Arbitrage, SA | 133,031 | $12.6M | 0.01% | −172,307−56.4% | Reduced |
| Citigroup Inc | 135,190 | $12.9M | 0.01% | −279,918−67.4% | Reduced |
| Nomura Holdings Inc | 140,648 | $13.4M | 0.06% | +140,648 | New |
| JustInvest LLC | 140,755 | $13.4M | 0.11% | +11,267+8.7% | Added |
| Nuveen, LLC | 145,568 | $13.8M | 0.00% | +145,568 | New |
| Ameriprise Financial Inc | 147,954 | $14.1M | 0.00% | +10,369+7.5% | Added |
| SEI Investments Co | 149,306 | $14.2M | 0.01% | +7,077+5.0% | Added |
| US Bancorp | 157,469 | $15.0M | 0.02% | −14,858−8.6% | Reduced |
| Two Sigma Investments, LP | 158,284 | $15.1M | 0.01% | +9,985+6.7% | Added |
| Millennium Management LLC | 161,690 | $15.4M | 0.01% | −148,680−47.9% | Reduced |
| American Assets Investment Management, LLC | 166,918 | $15.9M | 0.96% | 00.0% | Unchanged |
| Ethic Inc. | 174,381 | $16.6M | 0.21% | +15,679+9.9% | Added |
| Pathstone Holdings, LLC | 174,752 | $16.6M | 0.05% | −1,484−0.8% | Reduced |
| Captrust Financial Advisors | 188,290 | $17.9M | 0.03% | +863+0.5% | Added |
| Ritholtz Wealth Management | 188,863 | $18.0M | 0.27% | +14,090+8.1% | Added |
| Mercer Global Advisors Inc | 200,940 | $19.1M | 0.02% | −5,294−2.6% | Reduced |
| Beck Bode, LLC | 208,170 | $19.8M | 3.00% | +3,236+1.6% | Added |
| Mariner, LLC | 212,178 | $20.2M | 0.02% | −6,715−3.1% | Reduced |
| Foresight Global Investors, Inc. | 213,514 | $20.3M | 12.31% | +2,419+1.1% | Added |
| Promethos Capital, LLC | 235,463 | $22.4M | 6.13% | +36,371+18.3% | Added |
| Janney Montgomery Scott LLC | 240,037 | $22.8M | 0.04% | −2,725−1.1% | Reduced |
| HighTower Advisors, LLC | 251,966 | $24.0M | 0.02% | −3,528−1.4% | Reduced |
| QRG Capital Management, Inc. | 264,385 | $25.1M | 0.21% | +31,191+13.4% | Added |
| Abc Arbitrage SA | 283,637 | $27.0M | 2.91% | +540+0.2% | Added |
| Creative Planning | 313,988 | $29.9M | 0.02% | −2,695−0.9% | Reduced |
| Bank of New York Mellon Corp | 326,206 | $31.0M | 0.01% | +11,388+3.6% | Added |
| Qube Research & Technologies Ltd | 342,206 | $32.5M | 0.04% | +140,546+69.7% | Added |
| LPL Financial LLC | 370,766 | $35.3M | 0.01% | −6,601−1.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 392,331 | $37.3M | 0.07% | −544,236−58.1% | Reduced |
| First Trust Advisors LP | 397,504 | $37.8M | 0.02% | −103,001−20.6% | Reduced |
| Bank of Montreal | 408,789 | $38.9M | 0.01% | +71,849+21.3% | Added |
| AQR Capital Management LLC | 413,625 | $39.3M | 0.01% | +85,000+25.9% | Added |
| Renaissance Technologies LLC | 419,122 | $39.9M | 0.05% | −105,000−20.0% | Reduced |
| Crossmark Global Holdings, Inc. | 433,418 | $41.2M | 0.53% | −11,057−2.5% | Reduced |
| 1832 Asset Management L.P. | 433,579 | $41.2M | 0.05% | +141,896+48.6% | Added |
| Natixis Advisors, L.P. | 436,721 | $41.5M | 0.05% | +29,920+7.4% | Added |
| Wells Fargo & Company | 438,944 | $41.7M | 0.01% | −25,705−5.5% | Reduced |
| Envestnet Asset Management Inc | 439,037 | $41.7M | 0.01% | −30,086−6.4% | Reduced |
| Tredje AP-fonden | 441,900 | $42.0M | 0.19% | +308,011+230.0% | Added |
| Raymond James Financial Inc | 445,799 | $42.4M | 0.01% | −105,378−19.1% | Reduced |
| UBS Group AG | 463,366 | $44.1M | 0.01% | −144,828−23.8% | Reduced |
| JPMorgan Chase & Co | 574,663 | $54.6M | 0.00% | +92,912+19.3% | Added |
| Cookson Peirce & Co Inc | 594,134 | $56.5M | 1.86% | +2570.0% | Added |
| Quantinno Capital Management LP | 605,426 | $57.6M | 0.07% | +79,651+15.1% | Added |
| Charles Schwab Investment Management Inc | 667,970 | $63.5M | 0.01% | +88,363+15.2% | Added |
| O'Shaughnessy Asset Management, LLC | 716,556 | $68.1M | 0.32% | +82,747+13.1% | Added |