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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 7,309 | $695.0K | 0.00% | −955−11.6% | Reduced |
| Marks Group Wealth Management, Inc | 7,297 | $693.9K | 0.06% | −11,654−61.5% | Reduced |
| SmartHarvest Portfolios, LLC | 7,282 | $692.4K | 0.22% | +144+2.0% | Added |
| Courier Capital LLC | 7,266 | $690.9K | 0.03% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 7,097 | $674.9K | 0.13% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 7,092 | $674.4K | 0.00% | +190+2.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,069 | $672.2K | 0.00% | −94−1.3% | Reduced |
| New Republic Capital, LLC | 7,061 | $671.4K | 0.15% | +66+0.9% | Added |
| TCG Advisory Services, LLC | 7,010 | $666.6K | 0.01% | +1,847+35.8% | Added |
| Allworth Financial LP | 6,978 | $663.5K | 0.00% | −103−1.5% | Reduced |
| Cromwell Holdings LLC | 6,967 | $662.5K | 0.30% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 6,774 | $644.1K | 0.36% | −46−0.7% | Reduced |
| Anchyra Partners LLC | 6,673 | $634.5K | 0.15% | +531+8.6% | Added |
| OneAscent Family Office, LLC | 6,663 | $633.6K | 0.32% | +1,419+27.1% | Added |
| Fred Alger Management, LLC | 6,653 | $632.6K | 0.00% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 6,543 | $622.2K | 0.67% | +322+5.2% | Added |
| Purkiss Capital Advisors LLC | 6,507 | $618.7K | 0.24% | −720−10.0% | Reduced |
| Cresset Asset Management, LLC | 6,506 | $618.6K | 0.00% | −1,192−15.5% | Reduced |
| Net Worth Advisory Group | 6,475 | $615.7K | 0.16% | +93+1.5% | Added |
| Diversify Wealth Management, LLC | 5,859 | $609.1K | 0.01% | −1,395−19.2% | Reduced |
| Diversify Advisory Services, LLC | 5,859 | $609.1K | 0.01% | +5,859 | New |
| Natural Investments, LLC | 6,344 | $603.0K | 0.13% | −946−13.0% | Reduced |
| Basecamp Wealth Advisors LLC | 6,321 | $601.1K | 0.11% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 6,316 | $600.6K | 0.06% | −8,867−58.4% | Reduced |
| Prosperity Consulting Group, LLC | 6,265 | $595.7K | 0.02% | +3,204+104.7% | Added |
| Valeo Financial Advisors, LLC | 6,221 | $591.6K | 0.01% | +85+1.4% | Added |
| Pure Financial Advisors, Inc. | 6,204 | $590.0K | 0.01% | +736+13.5% | Added |
| Sym Financial Corp | 6,136 | $583.5K | 0.05% | +556+10.0% | Added |
| Seeds Investor LLC | 6,131 | $583.0K | 0.06% | +302+5.2% | Added |
| Brighton Jones LLC | 6,111 | $581.1K | 0.01% | +397+6.9% | Added |
| Baldwin Investment Management, LLC | 6,104 | $580.4K | 0.06% | +397+7.0% | Added |
| Xxi Wealth, LLC | 6,064 | $576.6K | 0.26% | +881+17.0% | Added |
| Principal Street Partners, LLC | 6,042 | $574.5K | 0.08% | 00.0% | Unchanged |
| Wealth Alliance | 6,036 | $573.9K | 0.05% | −1,817−23.1% | Reduced |
| Benjamin Edwards Inc | 5,902 | $561.2K | 0.01% | +168+2.9% | Added |
| V-Square Quantitative Management LLC | 5,901 | $561.1K | 0.05% | +986+20.1% | Added |
| Acorn Creek Capital LLC | 5,787 | $550.3K | 0.18% | −66−1.1% | Reduced |
| Savvy Advisors, Inc. | 5,771 | $548.8K | 0.01% | +1,187+25.9% | Added |
| Resonant Capital Advisors, LLC | 5,699 | $541.9K | 0.03% | +1,164+25.7% | Added |
| Bayesian Capital Management, LP | 5,686 | $540.7K | 0.35% | +5,686 | New |
| Capital Performance Advisors LLP | 5,619 | $534.3K | 0.03% | −1,844−24.7% | Reduced |
| BSW Wealth Partners | 5,614 | $533.9K | 0.06% | −79−1.4% | Reduced |
| Choate Investment Advisors | 5,580 | $530.6K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 5,561 | $528.8K | 0.01% | −504−8.3% | Reduced |
| Buckingham Strategic Partners | 5,545 | $527.3K | 0.00% | +415+8.1% | Added |
| Crestwood Advisors Group LLC | 5,504 | $523.4K | 0.01% | +1,102+25.0% | Added |
| Waters Parkerson & Co., LLC | 5,500 | $523.0K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 5,487 | $521.8K | 0.05% | +1,759+47.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,465 | $519.7K | 0.01% | −166−2.9% | Reduced |
| Modern Wealth Management, LLC | 5,372 | $510.8K | 0.01% | −117−2.1% | Reduced |
| Geneos Wealth Management Inc. | 5,304 | $504.4K | 0.01% | +1,082+25.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 5,289 | $502.9K | 0.01% | +57+1.1% | Added |
| Zhang Financial LLC | 5,226 | $496.9K | 0.01% | +87+1.7% | Added |
| Seven Mile Advisory | 5,194 | $493.9K | 0.33% | −57−1.1% | Reduced |
| Kestra Advisory Services, LLC | 5,186 | $493.1K | 0.00% | −800−13.4% | Reduced |
| Resources Investment Advisors, LLC. | 5,185 | $493.1K | 0.00% | −1,948−27.3% | Reduced |
| Greenspring Advisors, LLC | 5,078 | $482.9K | 0.03% | +134+2.7% | Added |
| Moors & Cabot, Inc. | 5,041 | $479.3K | 0.02% | −468−8.5% | Reduced |
| Equitable Holdings, Inc. | 4,969 | $472.5K | 0.00% | −364−6.8% | Reduced |
| Brown Brothers Harriman & Co | 4,958 | $471.5K | 0.00% | +1,591+47.3% | Added |
| Ashton Thomas Private Wealth, LLC | 4,932 | $469.0K | 0.01% | +182+3.8% | Added |
| Werba Rubin Papier Wealth Management | 4,869 | $463.0K | 0.06% | −32−0.7% | Reduced |
| Foster Group, Inc. | 4,853 | $461.5K | 0.01% | −12−0.2% | Reduced |
| Old National Bancorp | 4,849 | $461.1K | 0.01% | +4,849 | New |
| Canopy Partners, LLC | 4,837 | $459.9K | 0.14% | +28+0.6% | Added |
| Brucke Financial, Inc. | 4,778 | $454.3K | 0.20% | +450+10.4% | Added |
| Ewa, LLC | 4,765 | $453.1K | 0.08% | +142+3.1% | Added |
| Carter Financial Group, INC. | 4,746 | $451.3K | 0.23% | +184+4.0% | Added |
| Contravisory Investment Management, Inc. | 4,714 | $448.3K | 0.08% | +46+1.0% | Added |
| Avestar Capital, LLC | 4,685 | $445.5K | 0.03% | +4,685 | New |
| Legacy Capital Group California, Inc. | 4,668 | $443.9K | 0.13% | −5,808−55.4% | Reduced |
| Collaborative Fund Advisors, LLC | 4,598 | $437.2K | 0.25% | +4,598 | New |
| IHT Wealth Management, LLC | 4,535 | $431.3K | 0.01% | +4,535 | New |
| Flatrock Wealth Partners LLC | 4,524 | $430.2K | 0.17% | +91+2.1% | Added |
| Sovran Advisors, LLC | 4,060 | $421.0K | 0.03% | +581+16.7% | Added |
| Atlas Capital Advisors LLC | 4,370 | $415.5K | 0.05% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,333 | $412.0K | 0.03% | +75+1.8% | Added |
| D'Orazio & Associates, Inc. | 4,302 | $409.1K | 0.05% | +266+6.6% | Added |
| Freestone Capital Holdings, LLC | 4,284 | $407.4K | 0.01% | +330+8.3% | Added |
| Manske Wealth Management | 4,248 | $403.9K | 0.10% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,217 | $401.1K | 0.02% | −660−13.5% | Reduced |
| Texas Yale Capital Corp. | 4,200 | $399.4K | 0.01% | +200+5.0% | Added |
| Camden Capital, LLC | 4,173 | $396.8K | 0.02% | −248−5.6% | Reduced |
| Abundance Wealth Counselors | 4,173 | $396.8K | 0.03% | +4,173 | New |
| 180 Wealth Advisors, LLC | 4,084 | $388.4K | 0.04% | −347−7.8% | Reduced |
| WealthTrust Axiom LLC | 4,075 | $387.5K | 0.09% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,061 | $386.2K | 0.00% | +1,632+67.2% | Added |
| Tower Research Capital LLC (TRC) | 4,050 | $385.1K | 0.01% | −1,057−20.7% | Reduced |
| Focused Alpha, LLC | 4,025 | $382.7K | 0.10% | +387+10.6% | Added |
| Weil Company, Inc. | 4,000 | $380.4K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,981 | $378.6K | 0.05% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 3,971 | $377.6K | 0.12% | +114+3.0% | Added |
| Keel Point, LLC | 3,968 | $377.3K | 0.02% | +103+2.7% | Added |
| Sunpointe, LLC | 3,965 | $377.0K | 0.11% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 3,954 | $376.0K | 0.04% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 3,953 | $375.9K | 0.01% | +3,953 | New |
| Norden Group LLC | 3,874 | $368.4K | 0.03% | −1,449−27.2% | Reduced |
| Cornerstone Wealth Management, LLC | 3,863 | $367.3K | 0.02% | −167−4.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,843 | $365.4K | 0.08% | −107−2.7% | Reduced |
| Tower Wealth Partners, Inc. | 3,775 | $359.0K | 0.18% | +88+2.4% | Added |