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 |
|---|---|---|---|---|---|
| Clearbridge Investments, LLC | 1,057,593 | $100.6M | 0.08% | −482,214−31.3% | Reduced |
| Royal Bank of Canada | 1,283,561 | $122.1M | 0.02% | −20,631−1.6% | Reduced |
| American Century Companies Inc | 1,665,928 | $158.4M | 0.07% | −1,758−0.1% | Reduced |
| Bank of America Corp | 2,399,615 | $228.2M | 0.01% | +13,732+0.6% | Added |
| BlackRock, Inc. | 2,480,130 | $235.8M | 0.00% | −83,715−3.3% | Reduced |
| Sanders Capital, LLC | 2,632,430 | $250.3M | 0.25% | −174,600−6.2% | Reduced |
| Northern Trust Corp | 3,012,114 | $286.4M | 0.03% | −35,368−1.2% | Reduced |
| FMR LLC | 4,336,546 | $412.4M | 0.02% | +559,850+14.8% | Added |
| Goldman Sachs Group Inc | 5,658,007 | $538.0M | 0.06% | +1,027,574+22.2% | Added |
| Morgan Stanley | 8,077,493 | $768.1M | 0.04% | +419,000+5.5% | Added |
| Dimensional Fund Advisors LP | 9,812,755 | $933.1M | 0.17% | −159,466−1.6% | Reduced |
| Fisher Asset Management, LLC | 18,572,508 | $1.77B | 0.53% | +369,708+2.0% | Added |
| GFS Advisors, LLC | 372 | – | – | +372 | New |
| Contrarian Capital Management, L.L.C. | 0 | $0 | 0.00% | −481,063−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −338,412−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −216,957−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −104,866−100.0% | Sold out |
| Myriad Asset Management Advisors LLC | 0 | $0 | 0.00% | −41,198−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −36,677−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −22,078−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −21,948−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −19,960−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,986−100.0% | Sold out |
| Fig Financial Advisory Services Inc | 0 | $0 | 0.00% | −15,534−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −10,379−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −8,632−100.0% | Sold out |
| Myriad Asset Management US LP | 0 | $0 | 0.00% | −6,949−100.0% | Sold out |
| a16z Perennial Management, L.P. | 0 | $0 | 0.00% | −6,052−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,050−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,486−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,824−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −4,156−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3,921−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −3,981−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −3,605−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −3,502−100.0% | Sold out |
| Impact Investors, Inc | 0 | $0 | 0.00% | −3,033−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −2,881−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −2,703−100.0% | Sold out |
| TrueWealth Financial Partners | 0 | $0 | 0.00% | −2,621−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Livet Wealth, LLC | 0 | $0 | 0.00% | −2,566−100.0% | Sold out |
| Elser Financial Planning, Inc | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Alvarez & Marsal Private Wealth Partners, LLC | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,123−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −821−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −712−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Ballast Advisors LLC | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| RMG Wealth Management LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| DB Fitzpatrick & Co, Inc | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Exencial Wealth Advisors, LLC | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| Gibbs Wealth Management | – | – | – | – | Not filed |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| Anfield Capital Management, LLC | – | – | – | – | Not filed |
| Financial Connections Group, Inc. | – | – | – | – | Not filed |