HSBC HOLDINGS PLC (HSBC) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 713
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Tower Wealth Partners#401 · 3,775 sh | 3,775 | $359.0K | 0.18% | +2.4% |
| 402 | Nelson, Van Denburg & Campbell Wealth Management Group#402 · 3,757 sh | 3,757 | $357.3K | — | -33.4% |
| 403 | RMB Capital Management#403 · 3,742 sh | 3,742 | $355.8K | <0.01% | +1.2% |
| 404 | Klingman & Associates#404 · 3,740 sh | 3,740 | $355.6K | — | +12.8% |
| 405 | Mattson Financial Services#405 · 3,473 sh | 3,473 | $349.1K | 0.07% | +0.4% |
| 406 | Argyle Capital Management#406 · 3,650 sh | 3,650 | $347.1K | 0.10% | 0.0% |
| 407 | Integrated Advisors Network#407 · 3,639 sh | 3,639 | $346.0K | — | +1.9% |
| 408 | Range Advisory#408 · 3,606 sh | 3,606 | $342.9K | 0.04% | New |
| 409 | GUARDIAN CAPITAL#409 · 3,599 sh | 3,599 | $342.2K | <0.01% | +34.2% |
| 410 | FIRST CITIZENS BANK#410 · 3,588 sh | 3,588 | $341.2K | — | +3.6% |
| 411 | Kohmann Bosshard Financial Services#411 · 3,544 sh | 3,544 | $337.0K | 0.03% | 0.0% |
| 412 | First Command Advisory Services#412 · 3,538 sh | 3,538 | $336.4K | <0.01% | +908.0% |
| 413 | Aptus Capital Advisors#413 · 3,531 sh | 3,531 | $335.8K | <0.01% | +3.5% |
| 414 | Intergy Private Wealth#414 · 3,519 sh | 3,519 | $334.6K | — | +10.5% |
| 415 | ANGELES WEALTH MANAGEMENT#415 · 3,502 sh | 3,502 | $333.0K | — | +9.8% |
| 416 | Jackson Wealth Management#416 · 3,487 sh | 3,487 | $332.0K | 0.20% | -93.4% |
| 417 | HBK Sorce Advisory#417 · 3,221 sh | 3,221 | $330.7K | <0.01% | -0.6% |
| 418 | Symmetry Partners#418 · 3,439 sh | 3,439 | $327.0K | 0.02% | New |
| 419 | JANE STREET GROUP#419 · 3,400 sh | 3,400 | $323.3K | 0.00% | -98.9% |
| 420 | Focus Financial Network#420 · 3,393 sh | 3,393 | $322.6K | — | New |
| 421 | FOUNDERS GROVE WEALTH PARTNERS#421 · 3,388 sh | 3,388 | $322.2K | — | +5.7% |
| 422 | Fulcrum Equity Management#422 · 3,352 sh | 3,352 | $318.7K | — | 0.0% |
| 423 | Syverson Strege#423 · 3,329 sh | 3,329 | $316.6K | 0.07% | -7.0% |
| 424 | August Group Capital Ltd#424 · 3,304 sh | 3,304 | $314.2K | — | -0.1% |
| 425 | Prospect Financial Group#425 · 3,291 sh | 3,291 | $312.9K | 0.25% | +1.2% |
| 426 | Vontobel Holding Ltd.#426 · 3,270 sh | 3,270 | $310.9K | — | 0.0% |
| 427 | Brown Financial Advisors#427 · 3,239 sh | 3,239 | $308.0K | 0.11% | -1.3% |
| 428 | PARTNERS WEALTH MANAGEMENT#428 · 3,150 sh | 3,150 | $299.5K | 0.29% | 0.0% |
| 429 | Mayflower Financial Advisors#429 · 3,141 sh | 3,141 | $298.7K | 0.03% | +13.1% |
| 430 | Seed Wealth Management#430 · 3,130 sh | 3,130 | $297.6K | — | 0.0% |
| 431 | Echo45 Advisors#431 · 3,047 sh | 3,047 | $289.7K | — | -4.5% |
| 432 | Symphony Financial Services#432 · 3,046 sh | 3,046 | $289.7K | 0.13% | -9.0% |
| 433 | BROWN ADVISORY#433 · 3,030 sh | 3,030 | $288.1K | <0.01% | -34.8% |
| 434 | VICTORY FINANCIAL GROUP#434 · 3,006 sh | 3,006 | $285.8K | 0.03% | New |
| 435 | Diversified#435 · 2,970 sh | 2,970 | $282.4K | <0.01% | -17.4% |
| 436 | REGIONS FINANCIAL#436 · 2,959 sh | 2,959 | $281.4K | <0.01% | +16.2% |
| 437 | Interchange Capital Partners#437 · 2,958 sh | 2,958 | $281.3K | 0.05% | New |
| 438 | Kingsview Wealth Management#438 · 2,895 sh | 2,895 | $275.2K | <0.01% | New |
| 439 | Tranquilli Financial Advisor#439 · 2,892 sh | 2,892 | $275.0K | 0.15% | +0.1% |
| 440 | Walkner Condon Financial Advisors#440 · 2,887 sh | 2,887 | $274.5K | 0.03% | +11.6% |
| 441 | GeoWealth Management#441 · 2,860 sh | 2,860 | $272.0K | <0.01% | +0.9% |
| 442 | SVB WEALTH#442 · 2,839 sh | 2,839 | $270.0K | 0.02% | +3.4% |
| 443 | Brio Consultants#443 · 2,828 sh | 2,828 | $268.9K | 0.03% | +16.1% |
| 444 | Hoxton Planning & Management#444 · 2,823 sh | 2,823 | $268.4K | — | -20.3% |
| 445 | JACKSON THORNTON WEALTH MANAGEMENT#445 · 2,816 sh | 2,816 | $267.8K | 0.02% | +20.5% |
| 446 | Quotient Wealth Partners#446 · 2,790 sh | 2,790 | $265.3K | <0.01% | New |
| 447 | Magnus Financial Group#447 · 2,787 sh | 2,787 | $265.0K | — | New |
| 448 | TD PRIVATE CLIENT WEALTH#448 · 2,771 sh | 2,771 | $263.5K | <0.01% | +41.1% |
| 449 | Toroso Investments#449 · 2,747 sh | 2,747 | $261.2K | <0.01% | -1.7% |
| 450 | REXFORD CAPITAL#450 · 2,743 sh | 2,743 | $260.8K | 0.16% | 0.0% |
| 451 | Sentinus#451 · 2,725 sh | 2,725 | $259.1K | 0.02% | +8.2% |
| 452 | VICTORY CAPITAL MANAGEMENT#452 · 2,719 sh | 2,719 | $258.6K | <0.01% | New |
| 453 | Rosenberg Matthew Hamilton#453 · 2,713 sh | 2,713 | $258.0K | — | +5.2% |
| 454 | VestGen Advisors#454 · 2,689 sh | 2,689 | $255.7K | <0.01% | +5.8% |
| 455 | Warren Street Wealth Advisors#455 · 2,645 sh | 2,645 | $251.5K | 0.06% | +1.7% |
| 456 | FIDUCIARY FINANCIAL GROUP#456 · 2,632 sh | 2,632 | $250.3K | — | New |
| 457 | Inscription Capital#457 · 2,629 sh | 2,629 | $250.0K | 0.02% | +2.5% |
| 458 | Ariadne Wealth Management#458 · 2,612 sh | 2,612 | $248.4K | 0.11% | +0.3% |
| 459 | Federation des caisses Desjardins du Quebec#459 · 2,600 sh | 2,600 | $247.2K | <0.01% | -1.0% |
| 460 | National Philanthropic#460 · 2,599 sh | 2,599 | $247.1K | <0.01% | New |
| 461 | Stonebrook Private#461 · 2,599 sh | 2,599 | $247.1K | 0.05% | New |
| 462 | Legacy Wealth Partners#462 · 2,565 sh | 2,565 | $243.9K | — | 0.0% |
| 463 | Modera Wealth Management#463 · 2,547 sh | 2,547 | $242.2K | <0.01% | New |
| 464 | Avantax Planning Partners#464 · 2,536 sh | 2,536 | $241.1K | <0.01% | 0.0% |
| 465 | Braun-Bostich & Associates#465 · 2,528 sh | 2,528 | $240.4K | — | -1.4% |
| 466 | Permanens Capital L.P.#466 · 2,526 sh | 2,526 | $240.2K | 0.02% | New |
| 467 | Legacy Wealth Advisors#467 · 2,512 sh | 2,512 | $238.9K | 0.10% | New |
| 468 | Snowden Capital Advisors#468 · 2,510 sh | 2,510 | $238.7K | <0.01% | -0.5% |
| 469 | INSIGNEO ADVISORY SERVICES#469 · 2,504 sh | 2,504 | $238.1K | <0.01% | -16.3% |
| 470 | ACORN FINANCIAL ADVISORY SERVICES#470 · 2,500 sh | 2,500 | $237.7K | 0.03% | 0.0% |
| 471 | Aviance Capital Partners#471 · 2,500 sh | 2,500 | $237.7K | 0.02% | New |
| 472 | WINTON GROUP Ltd#472 · 2,500 sh | 2,500 | $237.7K | <0.01% | New |
| 473 | CIBC Bancorp USA#473 · 2,498 sh | 2,498 | $237.5K | <0.01% | New |
| 474 | NISA INVESTMENT ADVISORS#474 · 2,491 sh | 2,491 | $236.9K | — | +9.4% |
| 475 | Diversified Enterprises#475 · 2,474 sh | 2,474 | $235.3K | — | -2.4% |
| 476 | Revisor Wealth Management#476 · 2,472 sh | 2,472 | $235.1K | — | New |
| 477 | Hidden Cove Wealth Management#477 · 2,445 sh | 2,445 | $232.5K | — | New |
| 478 | Fragasso Group#478 · 2,436 sh | 2,436 | $231.6K | — | New |
| 479 | Advisors Capital Management#479 · 2,403 sh | 2,403 | $228.5K | <0.01% | New |
| 480 | Avidian Wealth Solutions#480 · 2,401 sh | 2,401 | $228.3K | — | New |
| 481 | Financial Solutions Advisory Group#481 · 2,329 sh | 2,329 | $228.3K | 0.03% | New |
| 482 | Apollon Wealth Management#482 · 2,395 sh | 2,395 | $227.7K | — | New |
| 483 | Inspire Advisors#483 · 2,392 sh | 2,392 | $227.5K | 0.02% | New |
| 484 | ROMANO BROTHERS AND COMPANY#484 · 2,386 sh | 2,386 | $226.9K | — | New |
| 485 | CreativeOne Wealth#485 · 2,374 sh | 2,374 | $225.7K | <0.01% | New |
| 486 | SteelPeak Wealth#486 · 2,355 sh | 2,355 | $224.0K | — | New |
| 487 | Nicholas Hoffman & Company#487 · 2,339 sh | 2,339 | $222.4K | <0.01% | New |
| 488 | Claret Asset Management#488 · 2,324 sh | 2,324 | $221.0K | 0.02% | New |
| 489 | SUMMIT WEALTH GROUP#489 · 2,306 sh | 2,306 | $219.3K | 0.02% | New |
| 490 | Owl Creek Wealth Partners#490 · 2,299 sh | 2,299 | $218.6K | — | 0.0% |
| 491 | Parkside Financial Bank#491 · 2,292 sh | 2,292 | $217.9K | <0.01% | +94.2% |
| 492 | DAYMARK WEALTH PARTNERS#492 · 2,267 sh | 2,267 | $215.5K | <0.01% | New |
| 493 | Indivisible Partners#493 · 2,264 sh | 2,264 | $215.3K | — | New |
| 494 | Everhart Financial Group#494 · 2,255 sh | 2,255 | $214.4K | — | New |
| 495 | JOHNSON INVESTMENT COUNSEL#495 · 2,245 sh | 2,245 | $213.5K | <0.01% | New |
| 496 | J.W. COLE ADVISORS#496 · 2,236 sh | 2,236 | $212.7K | <0.01% | New |
| 497 | Facet Wealth#497 · 2,235 sh | 2,235 | $212.5K | <0.01% | New |
| 498 | HUNTINGTON NATIONAL BANK#498 · 2,233 sh | 2,233 | $212.3K | <0.01% | +22.3% |
| 499 | Jones Collombin Investment Counsel#499 · 2,567 sh | 2,567 | $211.8K | 0.06% | 0.0% |
| 500 | Icon Wealth Advisors#500 · 2,211 sh | 2,211 | $210.2K | 0.01% | -35.8% |
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.