Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 713 institutions
Q1 2021: 263 institutionsQ2 2021: 262 institutionsQ3 2021: 263 institutionsQ4 2021: 284 institutionsQ1 2022: 297 institutionsQ2 2022: 292 institutionsQ3 2022: 289 institutionsQ4 2022: 316 institutionsQ1 2023: 338 institutionsQ2 2023: 365 institutionsQ3 2023: 375 institutionsQ4 2023: 412 institutionsQ1 2024: 411 institutionsQ2 2024: 419 institutionsQ3 2024: 425 institutionsQ4 2024: 466 institutionsQ1 2025: 507 institutionsQ2 2025: 513 institutionsQ3 2025: 555 institutionsQ4 2025: 617 institutionsQ1 2026: 646 institutionsQ2 2026: 713 institutions
Value heldQ2 2026: $8.00B
Q1 2021: $1.48BQ2 2021: $1.52BQ3 2021: $1.29BQ4 2021: $1.44BQ1 2022: $1.70BQ2 2022: $1.72BQ3 2022: $1.40BQ4 2022: $1.67BQ1 2023: $1.93BQ2 2023: $2.35BQ3 2023: $2.31BQ4 2023: $2.27BQ1 2024: $2.10BQ2 2024: $2.36BQ3 2024: $2.37BQ4 2024: $2.67BQ1 2025: $4.30BQ2 2025: $4.68BQ3 2025: $5.64BQ4 2025: $6.53BQ1 2026: $6.97BQ2 2026: $8.00B
Institutions holding HSBC and their total value by quarter
QuarterHoldersValue
Q2 2026713$8.00B
Q1 2026646$6.97B
Q4 2025617$6.53B
Q3 2025555$5.64B
Q2 2025513$4.68B
Q1 2025507$4.30B
Q4 2024466$2.67B
Q3 2024425$2.37B
Q2 2024419$2.36B
Q1 2024411$2.10B
Q4 2023412$2.27B
Q3 2023375$2.31B
Q2 2023365$2.35B
Q1 2023338$1.93B
Q4 2022316$1.67B
Q3 2022289$1.40B
Q2 2022292$1.72B
Q1 2022297$1.70B
Q4 2021284$1.44B
Q3 2021263$1.29B
Q2 2021262$1.52B
Q1 2021263$1.48B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q1 2026.

Institutions holding HSBC in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,757$357.3K0.01%−1,882−33.4%Reduced
RMB Capital Management, LLC3,742$355.8K0.01%+44+1.2%Added
Klingman & Associates, LLC3,740$355.6K0.02%+423+12.8%Added
Mattson Financial Services, LLC3,473$349.1K0.07%+14+0.4%Added
Argyle Capital Management Inc.3,650$347.1K0.10%00.0%Unchanged
Integrated Advisors Network LLC3,639$346.0K0.02%+68+1.9%Added
Range Advisory, LLC3,606$342.9K0.04%+3,606New
Guardian Capital LP3,599$342.2K0.01%+918+34.2%Added
First Citizens Bank & Trust Co3,588$341.2K0.01%+126+3.6%Added
Kohmann Bosshard Financial Services, LLC3,544$337.0K0.03%00.0%Unchanged
First Command Advisory Services, Inc.3,538$336.4K0.00%+3,187+908.0%Added
Aptus Capital Advisors, LLC3,531$335.8K0.00%+119+3.5%Added
Intergy Private Wealth, LLC3,519$334.6K0.08%+334+10.5%Added
Angeles Wealth Management, LLC3,502$333.0K0.02%+312+9.8%Added
Jackson Wealth Management, LLC3,487$332.0K0.20%−49,405−93.4%Reduced
HBK Sorce Advisory LLC3,221$330.7K0.01%−20−0.6%Reduced
Symmetry Partners, LLC3,439$327.0K0.02%+3,439New
Jane Street Group, LLC3,400$323.3K0.00%−308,686−98.9%Reduced
Focus Financial Network, Inc.3,393$322.6K0.01%+3,393New
Founders Grove Wealth Partners, LLC3,388$322.2K0.06%+184+5.7%Added
Fulcrum Equity Management3,352$318.7K0.26%00.0%Unchanged
Syverson Strege & Co3,329$316.6K0.07%−252−7.0%Reduced
August Group Capital Ltd3,304$314.2K0.35%−4−0.1%Reduced
Prospect Financial Group LLC3,291$312.9K0.25%+38+1.2%Added
Vontobel Holding Ltd.3,270$310.9K0.00%00.0%Unchanged
Brown Financial Advisors3,239$308.0K0.11%−44−1.3%Reduced
Partners Wealth Management, LLC3,150$299.5K0.29%00.0%Unchanged
Mayflower Financial Advisors, LLC3,141$298.7K0.03%+364+13.1%Added
Seed Wealth Management, Inc.3,130$297.6K0.19%00.0%Unchanged
Echo45 Advisors LLC3,047$289.7K0.15%−142−4.5%Reduced
Symphony Financial Services, Inc.3,046$289.7K0.13%−300−9.0%Reduced
Brown Advisory Inc3,030$288.1K0.00%−1,617−34.8%Reduced
Victory Financial Group, LLC3,006$285.8K0.03%+3,006New
Diversified Trust Co2,970$282.4K0.00%−625−17.4%Reduced
Regions Financial Corp2,959$281.4K0.00%+412+16.2%Added
Interchange Capital Partners, LLC2,958$281.3K0.05%+2,958New
Kingsview Wealth Management, LLC2,895$275.2K0.00%+2,895New
Tranquilli Financial Advisor LLC2,892$275.0K0.15%+3+0.1%Added
Walkner Condon Financial Advisors LLC2,887$274.5K0.03%+301+11.6%Added
GeoWealth Management, LLC2,860$272.0K0.01%+25+0.9%Added
Boston Private Wealth LLC2,839$270.0K0.02%+93+3.4%Added
Brio Consultants, LLC2,828$268.9K0.03%+393+16.1%Added
Hoxton Planning & Management, LLC2,823$268.4K0.07%−718−20.3%Reduced
Jackson Thornton Asset Management, LLC2,816$267.8K0.02%+479+20.5%Added
Quotient Wealth Partners, LLC2,790$265.3K0.01%+2,790New
Magnus Financial Group LLC2,787$265.0K0.02%+2,787New
TD Private Client Wealth LLC2,771$263.5K0.00%+807+41.1%Added
Toroso Investments, LLC2,747$261.2K0.00%−48−1.7%Reduced
Rexford Capital Inc2,743$260.8K0.16%00.0%Unchanged
Sentinus, LLC2,725$259.1K0.02%+206+8.2%Added
Victory Capital Management Inc2,719$258.6K0.00%+2,719New
Rosenberg Matthew Hamilton2,713$258.0K0.05%+135+5.2%Added
VestGen Advisors, LLC2,689$255.7K0.01%+148+5.8%Added
Warren Street Wealth Advisors, LLC2,645$251.5K0.06%+45+1.7%Added
Fiduciary Financial Group, LLC2,632$250.3K0.03%+2,632New
Inscription Capital, LLC2,629$250.0K0.02%+65+2.5%Added
Ariadne Wealth Management, LP2,612$248.4K0.11%+8+0.3%Added
Federation des caisses Desjardins du Quebec2,600$247.2K0.00%−27−1.0%Reduced
National Philanthropic Trust2,599$247.1K0.00%+2,599New
Stonebrook Private Inc.2,599$247.1K0.05%+2,599New
Legacy Wealth Partners, LLC2,565$243.9K0.06%00.0%Unchanged
Modera Wealth Management, LLC2,547$242.2K0.00%+2,547New
Avantax Planning Partners, Inc.2,536$241.1K0.01%00.0%Unchanged
Braun-Bostich & Associates Inc.2,528$240.4K0.13%−37−1.4%Reduced
Permanens Capital L.P.2,526$240.2K0.02%+2,526New
Legacy Wealth Advisors, LLC2,512$238.9K0.10%+2,512New
Snowden Capital Advisors LLC2,510$238.7K0.01%−13−0.5%Reduced
Insigneo Advisory Services, LLC2,504$238.1K0.01%−488−16.3%Reduced
Acorn Financial Advisory Services Inc2,500$237.7K0.03%00.0%Unchanged
Aviance Capital Partners, LLC2,500$237.7K0.02%+2,500New
Winton Group Ltd2,500$237.7K0.01%+2,500New
CIBC Bancorp USA Inc.2,498$237.5K0.00%+2,498New
Nisa Investment Advisors, LLC2,491$236.9K0.00%+214+9.4%Added
Diversified Enterprises, LLC2,474$235.3K0.01%−60−2.4%Reduced
Revisor Wealth Management LLC2,472$235.1K0.06%+2,472New
Hidden Cove Wealth Management, LLC2,445$232.5K0.13%+2,445New
Fragasso Group Inc.2,436$231.6K0.01%+2,436New
Advisors Capital Management, LLC2,403$228.5K0.00%+2,403New
Avidian Wealth Solutions, LLC2,401$228.3K0.01%+2,401New
Financial Solutions Advisory Group, Inc.2,329$228.3K0.03%+2,329New
Apollon Wealth Management, LLC2,395$227.7K0.00%+2,395New
Inspire Advisors, LLC2,392$227.5K0.02%+2,392New
Romano Brothers and Company2,386$226.9K0.02%+2,386New
Change Path, LLC2,374$225.7K0.00%+2,374New
Steel Peak Wealth Management LLC2,355$224.0K0.01%+2,355New
Nicholas Hoffman & Company, LLC.2,339$222.4K0.00%+2,339New
Claret Asset Management Corp2,324$221.0K0.02%+2,324New
Summit Wealth Group LLC2,306$219.3K0.02%+2,306New
Owl Creek Wealth Partners LLC2,299$218.6K0.06%00.0%Unchanged
Daymark Wealth Partners, LLC2,267$215.5K0.01%+2,267New
Indivisible Partners2,264$215.3K0.01%+2,264New
Everhart Financial Group, Inc.2,255$214.4K0.01%+2,255New
Johnson Investment Counsel Inc2,245$213.5K0.00%+2,245New
J.W. Cole Advisors, Inc.2,236$212.7K0.00%+2,236New
Facet Wealth, Inc.2,235$212.5K0.00%+2,235New
Huntington National Bank2,233$212.3K0.00%+407+22.3%Added
JCIC Asset Management Inc.2,567$211.8K0.06%00.0%Unchanged
Icon Wealth Advisors, LLC2,211$210.2K0.01%−1,235−35.8%Reduced
Twin Peaks Wealth Advisors, LLC2,171$206.4K0.05%+175+8.8%Added
Aspen Grove Capital, LLC2,170$206.4K0.03%+2,170New