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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 57,080 | $5.43M | 0.07% | −1,009−1.7% | Reduced |
| Rockefeller Capital Management L.P. | 56,089 | $5.33M | 0.01% | +303+0.5% | Added |
| CIBC World Markets Inc. | 52,903 | $5.03M | 0.01% | −1,002−1.9% | Reduced |
| Flow Traders U.S. LLC | 52,603 | $5.00M | 0.21% | +52,603 | New |
| Keybank National Association | 51,262 | $4.87M | 0.02% | +12,202+31.2% | Added |
| UBS Asset Management Americas Inc | 50,430 | $4.80M | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,202 | $4.77M | 0.01% | −5,188−9.4% | Reduced |
| Ieq Capital, LLC | 49,984 | $4.75M | 0.02% | −6,664−11.8% | 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 |
| Catalyst Capital Advisors LLC | 47,850 | $4.55M | 0.08% | −2,050−4.1% | Reduced |
| Engineers Gate Manager LP | 46,403 | $4.41M | 0.06% | +46,403 | New |
| Davenport & Co LLC | 44,443 | $4.23M | 0.02% | +741+1.7% | Added |
| Aaron Wealth Advisors | 43,514 | $4.14M | 0.21% | +412+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 42,295 | $4.09M | 0.01% | +4,706+12.5% | Added |
| Park Avenue Securities LLC | 41,888 | $3.98M | 0.02% | −1,066−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 40,576 | $3.86M | 0.00% | +3,353+9.0% | Added |
| Bessemer Group Inc | 40,030 | $3.81M | 0.01% | +1,974+5.2% | Added |
| WCG Wealth Advisors LLC | 38,957 | $3.70M | 0.09% | −4,777−10.9% | Reduced |
| GQG Partners LLC | 37,717 | $3.59M | 0.01% | +37,717 | New |
| Stamos Capital Partners, L.P. | 37,215 | $3.54M | 0.54% | −1,358−3.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 48,890 | $3.53M | 0.01% | +17,595+56.2% | Added |
| Thoroughbred Financial Services, LLC | 36,603 | $3.48M | 0.17% | +1,818+5.2% | Added |
| LSV Asset Management | 35,828 | $3.41M | 0.01% | 00.0% | Unchanged |
| Aperture Investors, LLC | 35,800 | $3.40M | 0.36% | +13,272+58.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 35,756 | $3.40M | 0.01% | +566+1.6% | Added |
| Colony Group, LLC | 35,597 | $3.38M | 0.00% | +1,636+4.8% | Added |
| Advisors Asset Management, Inc. | 34,585 | $3.29M | 0.05% | +466+1.4% | Added |
| Summit Trail Advisors, LLC | 34,424 | $3.27M | 0.04% | +670+2.0% | Added |
| GWM Advisors LLC | 34,412 | $3.27M | 0.01% | +4,307+14.3% | Added |
| AMJ Financial Wealth Management | 38,467 | $3.17M | 0.75% | 00.0% | Unchanged |
| Scotia Capital Inc. | 32,743 | $3.11M | 0.01% | −1,160−3.4% | Reduced |
| Qtron Investments LLC | 32,664 | $3.11M | 0.41% | −4,306−11.6% | Reduced |
| Sowell Financial Services LLC | 32,650 | $3.10M | 0.10% | +1,392+4.5% | Added |
| Syon Capital LLC | 32,446 | $3.09M | 0.13% | +2,771+9.3% | Added |
| We Are One Seven, LLC | 31,805 | $3.02M | 0.05% | +1,435+4.7% | Added |
| Jones Financial Companies LLLP | 32,191 | $3.02M | 0.00% | +13,384+71.2% | Added |
| Raelipskie Partnership | 31,465 | $2.99M | 1.13% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 31,398 | $2.99M | 0.16% | +5,744+22.4% | Added |
| Susquehanna International Group, LLP | 31,332 | $2.98M | 0.00% | −227,143−87.9% | Reduced |
| CIBC Asset Management Inc | 31,170 | $2.91M | 0.01% | −2,472−7.3% | Reduced |
| Prospera Financial Services Inc | 29,125 | $2.77M | 0.04% | −1,000−3.3% | Reduced |
| RSM US Wealth Management LLC | 29,032 | $2.76M | 0.03% | +1,511+5.5% | Added |
| Ted Buchan & Co | 28,214 | $2.68M | 0.88% | +4,918+21.1% | Added |
| Acadian Asset Management LLC | 28,046 | $2.67M | 0.00% | +144+0.5% | Added |
| Prime Capital Investment Advisors, LLC | 27,982 | $2.66M | 0.03% | −1,495−5.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 27,951 | $2.66M | 0.02% | +4,524+19.3% | Added |
| MAI Capital Management | 27,845 | $2.65M | 0.01% | +6,807+32.4% | Added |
| Sanctuary Advisors, LLC | 27,827 | $2.65M | 0.01% | +2,722+10.8% | Added |
| Smartleaf Asset Management LLC | 27,434 | $2.61M | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 27,079 | $2.57M | 0.07% | +50.0% | Added |
| Pekin Hardy Strauss, Inc. | 26,926 | $2.56M | 0.23% | −182−0.7% | Reduced |
| Wedbush Securities Inc | 26,774 | $2.55M | 0.07% | −745−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 26,396 | $2.51M | 0.02% | +23,297+751.8% | Added |
| Commonwealth Equity Services, LLC | 26,165 | $2.49M | 0.00% | +1,291+5.2% | Added |
| Westwood Holdings Group Inc. | 26,096 | $2.48M | 0.02% | +3,376+14.9% | Added |
| Checchi Capital Advisers, LLC | 25,807 | $2.45M | 0.16% | −385−1.5% | Reduced |
| Agf Management Ltd | 25,396 | $2.41M | 0.01% | +25,396 | New |
| Evergreen Capital Management LLC | 25,333 | $2.41M | 0.04% | −88−0.3% | Reduced |
| LVW Advisors, LLC | 25,234 | $2.40M | 0.21% | +11,957+90.1% | Added |
| Ballentine Partners, LLC | 24,879 | $2.37M | 0.03% | +221+0.9% | Added |
| Dorsey & Whitney Trust CO LLC | 24,818 | $2.36M | 0.11% | +700+2.9% | Added |
| Arkadios Wealth Advisors | 24,745 | $2.35M | 0.04% | −3,850−13.5% | Reduced |
| Glenmede Trust Co NA | 24,167 | $2.30M | 0.01% | −4,305−15.1% | Reduced |
| Sagespring Wealth Partners, LLC | 24,089 | $2.29M | 0.04% | +427+1.8% | Added |
| Pzena Investment Management LLC | 23,555 | $2.24M | 0.01% | −395−1.6% | Reduced |
| Evolve Private Wealth, LLC | 23,446 | $2.23M | 0.14% | +904+4.0% | Added |
| Dynasty Wealth Management, LLC | 23,013 | $2.19M | 0.02% | +1,188+5.4% | Added |
| Systematic Alpha Investments, LLC | 23,000 | $2.19M | 0.06% | 00.0% | Unchanged |
| FCG Investment Co | 22,945 | $2.18M | 0.75% | +22,945 | New |
| Mitchell & Pahl Private Wealth, LLC | 22,722 | $2.16M | 0.79% | +244+1.1% | Added |
| Gabelli Funds LLC | 22,700 | $2.16M | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22,611 | $2.15M | 0.02% | +2,469+12.3% | Added |
| Orleans Capital Management Corp | 22,528 | $2.14M | 1.11% | 00.0% | Unchanged |
| Cornerstone Planning, LLC | 22,281 | $2.12M | 0.49% | +196+0.9% | Added |
| United Capital Financial Advisers, LLC | 21,976 | $2.09M | 0.01% | −535−2.4% | Reduced |
| Oppenheimer & Co Inc | 21,951 | $2.09M | 0.02% | −1,308−5.6% | Reduced |
| Aprio Wealth Management, LLC | 21,870 | $2.08M | 0.10% | +1,447+7.1% | Added |
| Lester Murray Antman dba SimplyRich | 48,742 | $2.03M | 0.48% | +36,238+289.8% | Added |
| Global Retirement Partners, LLC | 20,581 | $1.96M | 0.03% | +20,581 | New |
| Earnest Partners LLC | 20,449 | $1.94M | 0.01% | −546−2.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,406 | $1.94M | 0.01% | +4,184+25.8% | Added |
| Integrated Wealth Concepts LLC | 20,165 | $1.92M | 0.01% | +1,479+7.9% | Added |
| Abel Hall, LLC | 20,096 | $1.91M | 0.33% | +79+0.4% | Added |
| Coldstream Capital Management Inc | 20,022 | $1.90M | 0.02% | −6,329−24.0% | Reduced |
| RBF Capital, LLC | 20,000 | $1.90M | 0.08% | 00.0% | Unchanged |
| Atria Investments LLC | 19,652 | $1.87M | 0.02% | −7,224−26.9% | Reduced |
| Foundations Investment Advisors, LLC | 19,525 | $1.86M | 0.02% | +1,545+8.6% | Added |
| PCM Encore, LLC | 19,447 | $1.85M | 0.32% | +305+1.6% | Added |
| D.A. Davidson & Co. | 19,379 | $1.84M | 0.01% | −85−0.4% | Reduced |
| Versant Capital Management, Inc | 19,118 | $1.82M | 0.16% | +421+2.3% | Added |
| Everstar Asset Management, LLC | 15,973 | $1.80M | 0.87% | +2,458+18.2% | Added |
| Foresight Capital Management Advisors, Inc. | 18,850 | $1.79M | 0.87% | −195−1.0% | Reduced |
| OneAscent Investment Solutions LLC | 18,588 | $1.77M | 1.67% | +18,588 | New |
| Guggenheim Capital LLC | 18,204 | $1.73M | 0.01% | +291+1.6% | Added |
| Ellevest, Inc. | 17,993 | $1.71M | 0.20% | +132+0.7% | Added |
| DRW Securities, LLC | 17,864 | $1.70M | 0.10% | −2,079−10.4% | Reduced |
| Merit Financial Group, LLC | 17,681 | $1.68M | 0.01% | +1,535+9.5% | Added |
| SBI Securities Co., Ltd. | 17,491 | $1.66M | 0.04% | −842−4.6% | Reduced |
| GAMMA Investing LLC | 17,390 | $1.65M | 0.06% | +2,173+14.3% | Added |