HSBC HOLDINGS PLC (HSBC) — Institutional Holders, Q2 2026 (page 4)
713 institutional investment managers reported a HSBC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HSBC 13F holders ranked 301–400 of 713
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Dynamic Advisor Solutions#301 · 7,330 sh | 7,330 | $697.0K | — | -9.4% |
| 302 | Summit Global Investments#302 · 7,323 sh | 7,323 | $696.0K | 0.04% | New |
| 303 | THRIVENT FINANCIAL FOR LUTHERANS#303 · 7,309 sh | 7,309 | $695.0K | <0.01% | -11.6% |
| 304 | Marks Group Wealth Management#304 · 7,297 sh | 7,297 | $693.9K | 0.06% | -61.5% |
| 305 | SmartHarvest Portfolios#305 · 7,282 sh | 7,282 | $692.4K | — | +2.0% |
| 306 | COURIER CAPITAL#306 · 7,266 sh | 7,266 | $690.9K | — | 0.0% |
| 307 | Crumly & Associates#307 · 7,097 sh | 7,097 | $674.9K | — | 0.0% |
| 308 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#308 · 7,092 sh | 7,092 | $674.4K | <0.01% | +2.8% |
| 309 | Envestnet Portfolio Solutions#309 · 7,069 sh | 7,069 | $672.2K | <0.01% | -1.3% |
| 310 | New Republic Capital#310 · 7,061 sh | 7,061 | $671.4K | 0.15% | +0.9% |
| 311 | TCG Advisory Services#311 · 7,010 sh | 7,010 | $666.6K | 0.01% | +35.8% |
| 312 | Allworth Financial#312 · 6,978 sh | 6,978 | $663.5K | <0.01% | -1.5% |
| 313 | Cromwell#313 · 6,967 sh | 6,967 | $662.5K | 0.30% | 0.0% |
| 314 | Gallacher Capital Management#314 · 6,774 sh | 6,774 | $644.1K | 0.36% | -0.7% |
| 315 | ANCHYRA PARTNERS#315 · 6,673 sh | 6,673 | $634.5K | — | +8.6% |
| 316 | OneAscent Family Office#316 · 6,663 sh | 6,663 | $633.6K | 0.32% | +27.1% |
| 317 | FRED ALGER MANAGEMENT#317 · 6,653 sh | 6,653 | $632.6K | <0.01% | 0.0% |
| 318 | Sonoma Private Wealth#318 · 6,543 sh | 6,543 | $622.2K | 0.67% | +5.2% |
| 319 | Purkiss Capital Advisors#319 · 6,507 sh | 6,507 | $618.7K | 0.24% | -10.0% |
| 320 | Cresset Asset Management#320 · 6,506 sh | 6,506 | $618.6K | <0.01% | -15.5% |
| 321 | Net Worth Advisory Group#321 · 6,475 sh | 6,475 | $615.7K | — | +1.5% |
| 322 | Diversify Advisory Services#322 · 5,859 sh | 5,859 | $609.1K | — | New |
| 323 | DIVERSIFY WEALTH MANAGEMENT#323 · 5,859 sh | 5,859 | $609.1K | — | -19.2% |
| 324 | NATURAL INVESTMENTS#324 · 6,344 sh | 6,344 | $603.0K | 0.13% | -13.0% |
| 325 | Basecamp Wealth Advisors#325 · 6,321 sh | 6,321 | $601.1K | 0.11% | 0.0% |
| 326 | Abacus Wealth Partners#326 · 6,316 sh | 6,316 | $600.6K | 0.06% | -58.4% |
| 327 | Prosperity Consulting Group#327 · 6,265 sh | 6,265 | $595.7K | 0.02% | +104.7% |
| 328 | Valeo Financial Advisors#328 · 6,221 sh | 6,221 | $591.6K | — | +1.4% |
| 329 | Pure Financial Advisors#329 · 6,204 sh | 6,204 | $590.0K | <0.01% | +13.5% |
| 330 | SYM FINANCIAL#330 · 6,136 sh | 6,136 | $583.5K | — | +10.0% |
| 331 | SEEDS INVESTOR#331 · 6,131 sh | 6,131 | $583.0K | 0.06% | +5.2% |
| 332 | BRIGHTON JONES#332 · 6,111 sh | 6,111 | $581.1K | 0.01% | +6.9% |
| 333 | Baldwin Investment Management#333 · 6,104 sh | 6,104 | $580.4K | 0.06% | +7.0% |
| 334 | XXI WEALTH#334 · 6,064 sh | 6,064 | $576.6K | — | +17.0% |
| 335 | Principal Street Partners#335 · 6,042 sh | 6,042 | $574.5K | 0.08% | 0.0% |
| 336 | WEALTH ALLIANCE#336 · 6,036 sh | 6,036 | $573.9K | 0.05% | -23.1% |
| 337 | BENJAMIN EDWARDS#337 · 5,902 sh | 5,902 | $561.2K | <0.01% | +2.9% |
| 338 | V-Square Quantitative Management#338 · 5,901 sh | 5,901 | $561.1K | — | +20.1% |
| 339 | ACORN CREEK CAPITAL#339 · 5,787 sh | 5,787 | $550.3K | 0.18% | -1.1% |
| 340 | Savvy Advisors#340 · 5,771 sh | 5,771 | $548.8K | 0.01% | +25.9% |
| 341 | Resonant Capital Advisors#341 · 5,699 sh | 5,699 | $541.9K | — | +25.7% |
| 342 | Bayesian Capital Management#342 · 5,686 sh | 5,686 | $540.7K | 0.35% | New |
| 343 | EARNED WEALTH ADVISORS#343 · 5,619 sh | 5,619 | $534.3K | 0.03% | -24.7% |
| 344 | BSW Wealth Partners#344 · 5,614 sh | 5,614 | $533.9K | 0.06% | -1.4% |
| 345 | Choate Investment Advisors#345 · 5,580 sh | 5,580 | $530.6K | <0.01% | 0.0% |
| 346 | FLPUTNAM INVESTMENT MANAGEMENT#346 · 5,561 sh | 5,561 | $528.8K | <0.01% | -8.3% |
| 347 | Focus Partners Advisor Solutions#347 · 5,545 sh | 5,545 | $527.3K | <0.01% | +8.1% |
| 348 | Crestwood Advisors Group#348 · 5,504 sh | 5,504 | $523.4K | <0.01% | +25.0% |
| 349 | WATERS PARKERSON#349 · 5,500 sh | 5,500 | $523.0K | 0.03% | 0.0% |
| 350 | Keebeck Wealth Management#350 · 5,487 sh | 5,487 | $521.8K | 0.05% | +47.2% |
| 351 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#351 · 5,465 sh | 5,465 | $519.7K | <0.01% | -2.9% |
| 352 | Modern Wealth Management#352 · 5,372 sh | 5,372 | $510.8K | <0.01% | -2.1% |
| 353 | Geneos Wealth Management#353 · 5,304 sh | 5,304 | $504.4K | 0.01% | +25.6% |
| 354 | Sanibel Captiva Company#354 · 5,289 sh | 5,289 | $502.9K | 0.01% | +1.1% |
| 355 | Gibbs Wealth Management#355 · 5,233 sh | 5,233 | $497.6K | — | -8.5% |
| 356 | Zhang Financial#356 · 5,226 sh | 5,226 | $496.9K | 0.01% | +1.7% |
| 357 | SEVEN MILE ADVISORY#357 · 5,194 sh | 5,194 | $493.9K | — | -1.1% |
| 358 | Kestra Advisory Services#358 · 5,186 sh | 5,186 | $493.1K | <0.01% | -13.4% |
| 359 | OneDigital Investment Advisors#359 · 5,185 sh | 5,185 | $493.1K | <0.01% | -27.3% |
| 360 | Greenspring Advisors#360 · 5,078 sh | 5,078 | $482.9K | 0.03% | +2.7% |
| 361 | Moors & Cabot#361 · 5,041 sh | 5,041 | $479.3K | 0.02% | -8.5% |
| 362 | BROWN BROTHERS HARRIMAN#362 · 4,958 sh | 4,958 | $471.5K | <0.01% | +47.3% |
| 363 | Ashton Thomas Private Wealth#363 · 4,932 sh | 4,932 | $469.0K | <0.01% | +3.8% |
| 364 | Werba Rubin Papier Wealth Management#364 · 4,869 sh | 4,869 | $463.0K | 0.06% | -0.7% |
| 365 | Foster Group#365 · 4,853 sh | 4,853 | $461.5K | — | -0.2% |
| 366 | OLD NATIONAL BANCORP#366 · 4,849 sh | 4,849 | $461.1K | — | New |
| 367 | Canopy Partners#367 · 4,837 sh | 4,837 | $459.9K | 0.14% | +0.6% |
| 368 | Brucke Financial#368 · 4,778 sh | 4,778 | $454.3K | — | +10.4% |
| 369 | EWA#369 · 4,765 sh | 4,765 | $453.1K | 0.08% | +3.1% |
| 370 | Carter Financial Group#370 · 4,746 sh | 4,746 | $451.3K | — | +4.0% |
| 371 | CONTRAVISORY INVESTMENT MANAGEMENT#371 · 4,714 sh | 4,714 | $448.3K | — | +1.0% |
| 372 | Avestar Capital#372 · 4,685 sh | 4,685 | $445.5K | 0.02% | New |
| 373 | Legacy Capital Group California#373 · 4,668 sh | 4,668 | $443.9K | 0.13% | -55.4% |
| 374 | Collaborative Fund Advisors#374 · 4,598 sh | 4,598 | $437.2K | 0.25% | New |
| 375 | IHT Wealth Management#375 · 4,535 sh | 4,535 | $431.3K | <0.01% | New |
| 376 | Flatrock Wealth Partners#376 · 4,524 sh | 4,524 | $430.2K | 0.17% | +2.1% |
| 377 | Sovran Advisors#377 · 4,060 sh | 4,060 | $421.0K | 0.03% | +16.7% |
| 378 | ATLAS CAPITAL ADVISORS#378 · 4,370 sh | 4,370 | $415.5K | 0.05% | 0.0% |
| 379 | Nilsine Partners#379 · 4,333 sh | 4,333 | $412.0K | 0.03% | +1.8% |
| 380 | D'Orazio & Associates#380 · 4,302 sh | 4,302 | $409.1K | 0.05% | +6.6% |
| 381 | Freestone Capital#381 · 4,284 sh | 4,284 | $407.4K | 0.01% | +8.3% |
| 382 | Manske Wealth Management#382 · 4,248 sh | 4,248 | $403.9K | — | 0.0% |
| 383 | Rehmann Capital Advisory Group#383 · 4,217 sh | 4,217 | $401.1K | 0.02% | -13.5% |
| 384 | Texas Yale Capital#384 · 4,200 sh | 4,200 | $399.4K | <0.01% | +5.0% |
| 385 | CERTUITY#385 · 4,173 sh | 4,173 | $396.8K | 0.02% | -5.6% |
| 386 | 180 WEALTH ADVISORS#386 · 4,084 sh | 4,084 | $388.4K | 0.04% | -7.8% |
| 387 | WealthTrust Axiom#387 · 4,075 sh | 4,075 | $387.5K | 0.09% | 0.0% |
| 388 | Baird Financial Group#388 · 4,061 sh | 4,061 | $386.2K | <0.01% | +67.2% |
| 389 | Tower Research Capital (TRC)#389 · 4,050 sh | 4,050 | $385.1K | <0.01% | -20.7% |
| 390 | FOCUSED ALPHA#390 · 4,025 sh | 4,025 | $382.7K | — | +10.6% |
| 391 | Weil Company#391 · 4,000 sh | 4,000 | $380.4K | — | 0.0% |
| 392 | Manchester Capital Management#392 · 3,981 sh | 3,981 | $378.6K | — | 0.0% |
| 393 | Samalin Investment Counsel#393 · 3,971 sh | 3,971 | $377.6K | — | +3.0% |
| 394 | Keel Point#394 · 3,968 sh | 3,968 | $377.3K | 0.02% | +2.7% |
| 395 | Sunpointe#395 · 3,965 sh | 3,965 | $377.0K | — | 0.0% |
| 396 | Westerkirk Capital#396 · 3,954 sh | 3,954 | $376.0K | 0.04% | 0.0% |
| 397 | Simplicity Wealth#397 · 3,953 sh | 3,953 | $375.9K | — | New |
| 398 | NORDEN GROUP#398 · 3,874 sh | 3,874 | $368.4K | — | -27.2% |
| 399 | Cornerstone Wealth Management#399 · 3,863 sh | 3,863 | $367.3K | 0.02% | -4.1% |
| 400 | Safeguard Investment Advisory Group#400 · 3,843 sh | 3,843 | $365.4K | 0.08% | -2.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.