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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 17,284 | $1.64M | 0.02% | −545−3.1% | Reduced |
| PDS Planning, Inc | 17,023 | $1.62M | 0.09% | +172+1.0% | Added |
| HB Wealth Management, LLC | 16,887 | $1.61M | 0.01% | +2,788+19.8% | Added |
| Frank, Rimerman Advisors LLC | 16,391 | $1.56M | 0.09% | +231+1.4% | Added |
| Bleakley Financial Group, LLC | 16,224 | $1.54M | 0.02% | +3,146+24.1% | Added |
| Parallel Advisors, LLC | 16,074 | $1.53M | 0.02% | +1,854+13.0% | Added |
| Henry James International Management, Inc. | 16,027 | $1.52M | 0.46% | +647+4.2% | Added |
| AE Wealth Management LLC | 15,819 | $1.50M | 0.01% | +7,057+80.5% | Added |
| Soltis Investment Advisors LLC | 15,721 | $1.49M | 0.09% | +508+3.3% | Added |
| Invesco Ltd. | 15,431 | $1.47M | 0.00% | −611−3.8% | Reduced |
| Founders Financial Securities LLC | 14,959 | $1.42M | 0.07% | −4,820−24.4% | Reduced |
| Nations Financial Group Inc, | 14,905 | $1.42M | 0.07% | +555+3.9% | Added |
| Horizon Investments, LLC | 14,883 | $1.42M | 0.02% | −24,629−62.3% | Reduced |
| State Street Corp | 14,767 | $1.40M | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 14,755 | $1.40M | 0.01% | −8,108−35.5% | Reduced |
| Credit Agricole S A | 14,545 | $1.38M | 0.00% | −15,578−51.7% | Reduced |
| Frec Markets, Inc. | 14,478 | $1.38M | 0.12% | +2,288+18.8% | Added |
| Profund Advisors LLC | 14,181 | $1.35M | 0.04% | −409−2.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,129 | $1.34M | 0.03% | −22,574−61.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,126 | $1.34M | 0.00% | +2,605+22.6% | Added |
| Fiera Capital Corp | 14,066 | $1.34M | 0.00% | +2,070+17.3% | Added |
| Cornerstone Select Advisors, LLC | 14,039 | $1.33M | 0.56% | +1,551+12.4% | Added |
| Deutsche Bank AG | 14,030 | $1.33M | 0.00% | +4,618+49.1% | Added |
| NorthCrest Asset Manangement, LLC | 13,453 | $1.32M | 0.03% | +13,453 | New |
| Gryphon Financial Partners LLC | 13,823 | $1.31M | 0.12% | +2,421+21.2% | Added |
| Ascent Group, LLC | 13,647 | $1.30M | 0.04% | +158+1.2% | Added |
| Sivia Capital Partners, LLC | 13,631 | $1.30M | 0.16% | +5,105+59.9% | Added |
| May Hill Capital, LLC | 13,602 | $1.29M | 0.27% | +1,216+9.8% | Added |
| Cherokee Insurance Co | 13,545 | $1.29M | 0.50% | 00.0% | Unchanged |
| Trust Point Inc. | 13,421 | $1.28M | 0.11% | +648+5.1% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 13,037 | $1.24M | 0.05% | +301+2.4% | Added |
| SG Americas Securities, LLC | 12,997 | $1.24M | 0.00% | −124,928−90.6% | Reduced |
| AssuredPartners Investment Advisors, LLC | 12,932 | $1.23M | 0.12% | −65−0.5% | Reduced |
| Henshaw Capital LLC | 12,880 | $1.22M | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 12,687 | $1.21M | 0.00% | −266−2.1% | Reduced |
| Sage Rhino Capital LLC | 12,540 | $1.19M | 0.20% | −20−0.2% | Reduced |
| Miracle Mile Advisors, LLC | 12,493 | $1.19M | 0.01% | −381−3.0% | Reduced |
| Farringdon Capital, Ltd. | 12,377 | $1.18M | 0.58% | +7,842+172.9% | Added |
| Linden Thomas Advisory Services, LLC | 12,334 | $1.17M | 0.09% | +472+4.0% | Added |
| West Family Investments, Inc. | 12,240 | $1.16M | 0.34% | +2,785+29.5% | Added |
| Kestra Private Wealth Services, LLC | 12,187 | $1.16M | 0.01% | +9,182+305.6% | Added |
| Everest Financial Group LLC | 12,067 | $1.15M | 0.16% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 11,859 | $1.13M | 0.01% | −570−4.6% | Reduced |
| Beacon Pointe Advisors, LLC | 11,708 | $1.11M | 0.01% | −6,897−37.1% | Reduced |
| Delta Financial Advisors LLC | 11,534 | $1.10M | 0.26% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 11,425 | $1.09M | 0.24% | +63+0.6% | Added |
| Legacy Wealth Asset Management, LLC | 11,194 | $1.06M | 0.23% | −227−2.0% | Reduced |
| Mission Wealth Management, LP | 10,521 | $1.00M | 0.01% | +1,669+18.9% | Added |
| Themes Management Co LLC | 10,367 | $985.8K | 0.65% | −1,685−14.0% | Reduced |
| Five Oceans Advisors | 10,361 | $985.2K | 0.32% | 00.0% | Unchanged |
| Blair William & Co | 10,307 | $980.1K | 0.00% | +461+4.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,263 | $975.9K | 0.09% | −25−0.2% | Reduced |
| Pensionmark Financial Group, LLC | 11,741 | $973.8K | 0.02% | −39−0.3% | Reduced |
| 71 West Capital Partners | 10,234 | $973.2K | 0.03% | +10,234 | New |
| Traveka Wealth, LLC | 10,132 | $963.5K | 0.32% | +22+0.2% | Added |
| Chelsea Counsel Co | 10,100 | $960.4K | 0.41% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,052 | $956.0K | 0.00% | +993+11.0% | Added |
| Independent Advisor Alliance | 10,043 | $955.0K | 0.02% | −857−7.9% | Reduced |
| Venturi Wealth Management, LLC | 9,981 | $949.1K | 0.04% | +886+9.7% | Added |
| Clearstead Advisors, LLC | 9,765 | $928.6K | 0.01% | −9,765−50.0% | Reduced |
| SeaBridge Investment Advisors LLC | 9,529 | $906.1K | 0.13% | +60+0.6% | Added |
| Drive Wealth Management, LLC | 9,525 | $905.7K | 0.16% | +203+2.2% | Added |
| Optas, LLC | 9,393 | $893.2K | 0.13% | +95+1.0% | Added |
| Westover Capital Advisors, LLC | 9,313 | $885.6K | 0.15% | 00.0% | Unchanged |
| Xponance, Inc. | 9,158 | $870.8K | 0.01% | +4,568+99.5% | Added |
| Bridgewater Advisors Inc. | 8,024 | $865.4K | 0.05% | −19−0.2% | Reduced |
| Commerce Bank | 9,089 | $864.3K | 0.00% | −123−1.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,088 | $864.2K | 0.00% | +9,088 | New |
| HighMark Wealth Management LLC | 9,008 | $856.6K | 0.29% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 8,923 | $848.5K | 0.01% | +7+0.1% | Added |
| 55 North Private Wealth, LLC | 8,794 | $836.2K | 0.16% | +2,168+32.7% | Added |
| American Trust Investment Advisors, LLC | 8,755 | $832.5K | 0.41% | 00.0% | Unchanged |
| South Shore Capital Advisors | 8,550 | $813.0K | 0.54% | +1,700+24.8% | Added |
| Larry Mathis Financial Planning, LLC | 8,506 | $808.8K | 0.62% | +8,506 | New |
| Allie Family Office LLC | 8,504 | $808.6K | 0.30% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,494 | $807.7K | 0.01% | −1,755−17.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,329 | $792.0K | 0.01% | +140+1.7% | Added |
| Principal Securities, Inc. | 8,129 | $773.0K | 0.01% | +1,613+24.8% | Added |
| EP Wealth Advisors, LLC | 8,124 | $772.5K | 0.00% | +1,371+20.3% | Added |
| Papamarkou Wellner Asset Management inc. | 9,352 | $771.4K | 0.48% | 00.0% | Unchanged |
| Rational Advisors LLC | 8,035 | $764.0K | 0.07% | −2,499−23.7% | Reduced |
| EverSource Wealth Advisors, LLC | 8,001 | $760.8K | 0.03% | −4,449−35.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,000 | $760.7K | 0.01% | +8,000 | New |
| Advisory Services Network, LLC | 7,960 | $756.9K | 0.01% | +307+4.0% | Added |
| Warren Averett Asset Management, LLC | 7,900 | $751.2K | 0.00% | −176−2.2% | Reduced |
| Tepp RIA, LLC | 7,877 | $749.0K | 0.51% | −972−11.0% | Reduced |
| Riversedge Advisors, LLC | 7,868 | $748.2K | 0.10% | +642+8.9% | Added |
| Private Advisor Group, LLC | 7,866 | $747.9K | 0.00% | −5,356−40.5% | Reduced |
| Ignite Planners, LLC | 7,790 | $740.9K | 0.10% | −156−2.0% | Reduced |
| Main Street Research LLC | 7,772 | $739.0K | 0.03% | +39+0.5% | Added |
| Hexagon Capital Partners LLC | 7,755 | $737.4K | 0.10% | −14−0.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 7,743 | $736.3K | 0.10% | +7,743 | New |
| Monument Capital Management | 7,636 | $726.1K | 0.15% | +35+0.5% | Added |
| Portside Wealth Group, LLC | 7,576 | $720.4K | 0.08% | −1,126−12.9% | Reduced |
| Wealthstar Advisors, LLC | 7,501 | $713.3K | 0.35% | −402−5.1% | Reduced |
| GWN Securities Inc. | 7,437 | $707.1K | 0.12% | −432−5.5% | Reduced |
| Wedmont Private Capital | 7,127 | $706.2K | 0.02% | −1,393−16.3% | Reduced |
| Yousif Capital Management, LLC | 7,423 | $705.9K | 0.01% | −23,978−76.4% | Reduced |
| Dynamic Advisor Solutions LLC | 7,330 | $697.0K | 0.02% | −757−9.4% | Reduced |
| Summit Global Investments | 7,323 | $696.0K | 0.04% | +7,323 | New |