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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 2,131 | $204.2K | 0.02% | +635+42.4% | Added |
| Schulhoff & Co Inc | 2,140 | $203.5K | 0.08% | +2,140 | New |
| Paradigm Financial Partners, LLC | 2,137 | $203.2K | 0.02% | +2,137 | New |
| RMR Wealth Builders | 2,124 | $201.9K | 0.01% | +2,124 | New |
| Verdence Capital Advisors LLC | 2,114 | $201.0K | 0.01% | +2,114 | New |
| Knightsbridge Asset Management, LLC | 2,110 | $200.6K | 0.03% | +2,110 | New |
| TL Private Wealth | 2,055 | $200.2K | 0.07% | +2,055 | New |
| Barclays PLC | 2,059 | $195.8K | 0.00% | −92,624−97.8% | Reduced |
| CoreCap Advisors, LLC | 1,985 | $188.7K | 0.01% | +452+29.5% | Added |
| Corient IA LLC | 1,980 | $188.3K | 0.17% | −3,980−66.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,958 | $186.2K | 0.04% | +1,958 | New |
| Fifth Third Bancorp | 1,832 | $174.2K | 0.00% | −92−4.8% | Reduced |
| Medallion Wealth Advisors, LLC | 1,779 | $169.2K | 0.06% | −4,501−71.7% | Reduced |
| Rothschild Investment LLC | 1,749 | $166.3K | 0.01% | −47−2.6% | Reduced |
| Grove Bank & Trust | 1,594 | $151.6K | 0.02% | −6−0.4% | Reduced |
| HM Payson & Co | 1,588 | $151.0K | 0.00% | +530+50.1% | Added |
| Umb Bank N A | 1,501 | $142.7K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,479 | $140.6K | 0.01% | +1,479 | New |
| IFP Advisors, Inc | 1,439 | $136.8K | 0.00% | +181+14.4% | Added |
| JFS Wealth Advisors, LLC | 1,423 | $135.3K | 0.01% | −90−5.9% | Reduced |
| Larson Financial Group LLC | 1,404 | $133.5K | 0.00% | +296+26.7% | Added |
| Clear Street Markets LLC | 1,400 | $133.1K | 0.03% | −100−6.7% | Reduced |
| Bruce G. Allen Investments, LLC | 1,326 | $126.1K | 0.08% | −85−6.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,315 | $125.0K | 0.00% | +19+1.5% | Added |
| AdvisorNet Financial, Inc | 1,309 | $124.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,258 | $119.6K | 0.00% | +31+2.5% | Added |
| Limestone Investment Advisors LP | 1,150 | $109.4K | 0.05% | −54,887−97.9% | Reduced |
| Parkside Financial Bank & Trust | 1,146 | $109.0K | 0.01% | −34−2.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1,130 | $107.5K | 0.01% | +820+264.5% | Added |
| Financial Management Professionals, Inc. | 1,058 | $100.6K | 0.01% | −3−0.3% | Reduced |
| Westside Investment Management, Inc. | 1,020 | $97.0K | 0.01% | 00.0% | Unchanged |
| Guardian Partners Inc. | 1,000 | $95.1K | 0.01% | +1,000 | New |
| Group One Trading, L.P. | 950 | $90.3K | 0.00% | +19+2.0% | Added |
| Harbour Investments, Inc. | 945 | $89.9K | 0.00% | +60+6.8% | Added |
| Edmond de Rothschild Holding S.A. | 907 | $86.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 900 | $85.6K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 893 | $84.9K | 0.01% | −63−6.6% | Reduced |
| Private Wealth Asset Management, LLC | 874 | $83.1K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 872 | $82.9K | 0.04% | +872 | New |
| Spire Wealth Management | 855 | $81.3K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 800 | $76.1K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 783 | $74.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 763 | $72.6K | 0.03% | −1,890−71.2% | Reduced |
| City Holding Co | 700 | $66.6K | 0.01% | +700 | New |
| MCF Advisors LLC | 689 | $65.5K | 0.00% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 683 | $64.9K | 0.02% | +683 | New |
| Mather Group, LLC. | 677 | $64.4K | 0.00% | +162+31.5% | Added |
| Advisors Preferred, LLC | 658 | $63.7K | 0.01% | −3,222−83.0% | Reduced |
| GW&K Investment Management, LLC | 665 | $63.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 610 | $62.9K | 0.01% | +15+2.5% | Added |
| Cape Investment Advisory, Inc. | 586 | $55.7K | 0.01% | +586 | New |
| Bartlett & Co. Wealth Management LLC | 575 | $54.7K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 570 | $54.2K | 0.01% | +43+8.2% | Added |
| Custom Index Systems, LLC | 570 | $54.2K | 0.02% | +570 | New |
| Smithfield Trust Co | 564 | $53.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 536 | $51.0K | 0.01% | +110+25.8% | Added |
| Financial Consulate, Inc | 531 | $50.5K | 0.01% | +36+7.3% | Added |
| Dunhill Financial, LLC | 505 | $48.0K | 0.01% | +228+82.3% | Added |
| Accent Capital Management, LLC | 492 | $46.8K | 0.02% | +492 | New |
| Bare Financial Services, Inc | 475 | $45.2K | 0.01% | +259+119.9% | Added |
| NBC Securities, Inc. | 457 | $43.5K | 0.00% | +28+6.5% | Added |
| Cornerstone Financial Management LLC | 440 | $41.8K | 0.03% | +142+47.7% | Added |
| Highline Wealth Partners LLC | 416 | $39.6K | 0.01% | −6−1.4% | Reduced |
| Boyd Watterson Asset Management LLC | 416 | $39.6K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 415 | $39.5K | 0.02% | −65−13.5% | Reduced |
| SHP Wealth Management | 412 | $39.2K | 0.00% | +100+32.1% | Added |
| LRI Investments, LLC | 412 | $39.2K | 0.00% | +37+9.9% | Added |
| Bell Investment Advisors, Inc | 405 | $38.5K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 397 | $37.8K | 0.02% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 383 | $36.4K | 0.01% | −83−17.8% | Reduced |
| Security National Bank of So Dak | 381 | $36.2K | 0.02% | +381 | New |
| Retirement Wealth Solutions LLC | 367 | $34.9K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 354 | $33.7K | 0.00% | +135+61.6% | Added |
| UMA Financial Services, Inc. | 346 | $32.9K | 0.00% | +57+19.7% | Added |
| Raffa Wealth Management, LLC | 339 | $32.2K | 0.00% | +39+13.0% | Added |
| Maseco LLP | 329 | $31.3K | 0.00% | +55+20.1% | Added |
| BOK Financial Private Wealth, Inc. | 324 | $30.8K | 0.00% | +324 | New |
| Fairscale Capital, LLC | 321 | $30.5K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 318 | $30.0K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 310 | $29.5K | 0.01% | +255+463.6% | Added |
| Cary Street Partners Financial LLC | 294 | $28.0K | 0.00% | +294 | New |
| Fedenia Advisers LLC | 284 | $27.0K | 0.01% | +284 | New |
| Flagship Wealth Advisors, LLC | 275 | $26.1K | 0.01% | +275 | New |
| Principia Wealth Advisory, LLC | 266 | $25.3K | 0.01% | +21+8.6% | Added |
| Robinswood Financial LLC | 266 | $25.3K | 0.01% | 00.0% | Unchanged |
| Vanguard National Trust Co | 265 | $25.2K | 0.00% | +265 | New |
| Transamerica Financial Advisors, Inc. | 241 | $23.0K | 0.00% | +4+1.7% | Added |
| HHM Wealth Advisors, LLC | 235 | $22.3K | 0.00% | +77+48.7% | Added |
| Atwood & Palmer Inc | 233 | $22.2K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 231 | $22.0K | 0.01% | +38+19.7% | Added |
| Zions Bancorporation, National Association | 223 | $21.2K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 222 | $21.1K | 0.01% | +222 | New |
| CX Institutional | 223 | $21.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 220 | $20.9K | 0.01% | +220 | New |
| Trust Co of Toledo NA | 214 | $20.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 213 | $20.3K | 0.00% | −76−26.3% | Reduced |
| IMA Wealth, Inc. | 205 | $19.5K | 0.00% | +88+75.2% | Added |
| Action Point Financial Planning, LLC | 208 | $19.5K | 0.00% | +208 | New |
| Strategic Wealth Partners, Ltd. | 203 | $19.3K | 0.00% | +43+26.9% | Added |
| Stone House Investment Management, LLC | 203 | $19.3K | 0.00% | +162+395.1% | Added |