HSBC HOLDINGS PLC (HSBC) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 713
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Aspen Grove Capital#501 · 2,170 sh | 2,170 | $206.4K | 0.03% | New |
| 502 | TWIN PEAKS WEALTH ADVISORS#502 · 2,171 sh | 2,171 | $206.4K | 0.05% | +8.8% |
| 503 | Salomon & Ludwin#503 · 2,131 sh | 2,131 | $204.2K | 0.02% | +42.4% |
| 504 | SCHULHOFF#504 · 2,140 sh | 2,140 | $203.5K | 0.08% | New |
| 505 | Trivium Point Advisory#505 · 2,137 sh | 2,137 | $203.2K | 0.02% | New |
| 506 | RMR Wealth Builders#506 · 2,124 sh | 2,124 | $201.9K | — | New |
| 507 | Verdence Capital Advisors#507 · 2,114 sh | 2,114 | $201.0K | — | New |
| 508 | TL Private Wealth#508 · 2,055 sh | 2,055 | $200.2K | — | New |
| 509 | BARCLAYS PLC#509 · 2,059 sh | 2,059 | $195.8K | 0.00% | -97.8% |
| 510 | CoreCap Advisors#510 · 1,985 sh | 1,985 | $188.7K | — | +29.5% |
| 511 | Corient IA#511 · 1,980 sh | 1,980 | $188.3K | 0.17% | -66.8% |
| 512 | CARY STREET PARTNERS INVESTMENT ADVISORY#512 · 1,958 sh | 1,958 | $186.2K | 0.04% | New |
| 513 | FIFTH THIRD BANCORP#513 · 1,832 sh | 1,832 | $174.2K | <0.01% | -4.8% |
| 514 | James T. Borello RIA#514 · 1,780 sh | 1,780 | $169.3K | — | 0.0% |
| 515 | Medallion Wealth Advisors#515 · 1,779 sh | 1,779 | $169.2K | 0.05% | -71.7% |
| 516 | ROTHSCHILD INVESTMENT#516 · 1,749 sh | 1,749 | $166.3K | <0.01% | -2.6% |
| 517 | Grove Bank#517 · 1,594 sh | 1,594 | $151.6K | — | -0.4% |
| 518 | HM PAYSON#518 · 1,588 sh | 1,588 | $151.0K | <0.01% | +50.1% |
| 519 | UMB Bank, n.a.#519 · 1,501 sh | 1,501 | $142.7K | <0.01% | 0.0% |
| 520 | Strategic Investment Advisors / MI#520 · 1,479 sh | 1,479 | $140.6K | <0.01% | New |
| 521 | IFP Advisors#521 · 1,439 sh | 1,439 | $136.8K | — | +14.4% |
| 522 | JFS WEALTH ADVISORS#522 · 1,423 sh | 1,423 | $135.3K | <0.01% | -5.9% |
| 523 | Larson Financial Group#523 · 1,404 sh | 1,404 | $133.5K | <0.01% | +26.7% |
| 524 | SUMMIT SECURITIES GROUP#524 · 1,400 sh | 1,400 | $133.1K | 0.01% | -6.7% |
| 525 | Bruce G. Allen Investments#525 · 1,326 sh | 1,326 | $126.1K | 0.08% | -6.0% |
| 526 | Ronald Blue#526 · 1,315 sh | 1,315 | $125.0K | — | +1.5% |
| 527 | AdvisorNet Financial#527 · 1,309 sh | 1,309 | $124.5K | — | 0.0% |
| 528 | Bogart Wealth#528 · 1,258 sh | 1,258 | $119.6K | <0.01% | +2.5% |
| 529 | Limestone Investment Advisors#529 · 1,150 sh | 1,150 | $109.4K | <0.01% | -97.9% |
| 530 | Wealth Enhancement Services#530 · 1,130 sh | 1,130 | $107.5K | — | +264.5% |
| 531 | Financial Management Professionals#531 · 1,058 sh | 1,058 | $100.6K | — | -0.3% |
| 532 | Westside Investment Management#532 · 1,020 sh | 1,020 | $97.0K | 0.01% | 0.0% |
| 533 | Guardian Partners#533 · 1,000 sh | 1,000 | $95.1K | — | New |
| 534 | GROUP ONE TRADING, L.P.#534 · 950 sh | 950 | $90.3K | <0.01% | +2.0% |
| 535 | HARBOUR INVESTMENTS#535 · 945 sh | 945 | $89.9K | <0.01% | +6.8% |
| 536 | EDMOND DE ROTHSCHILD HOLDING S.A.#536 · 907 sh | 907 | $86.2K | <0.01% | 0.0% |
| 537 | True Wealth Design#537 · 900 sh | 900 | $85.6K | — | 0.0% |
| 538 | PRIVATE NA#538 · 893 sh | 893 | $84.9K | — | -6.6% |
| 539 | Private Wealth Asset Management#539 · 874 sh | 874 | $83.1K | <0.01% | 0.0% |
| 540 | Silver Grove Financial Group#540 · 872 sh | 872 | $82.9K | 0.04% | New |
| 541 | Spire Wealth Management#541 · 855 sh | 855 | $81.3K | <0.01% | 0.0% |
| 542 | Berbice Capital Management#542 · 800 sh | 800 | $76.1K | — | 0.0% |
| 543 | Hanson & Doremus Investment Management#543 · 783 sh | 783 | $74.0K | — | 0.0% |
| 544 | Addison Advisors#544 · 763 sh | 763 | $72.6K | 0.03% | -71.2% |
| 545 | CITY HOLDING#545 · 700 sh | 700 | $66.6K | — | New |
| 546 | MCF Advisors#546 · 689 sh | 689 | $65.5K | <0.01% | 0.0% |
| 547 | StrongBox Wealth#547 · 683 sh | 683 | $64.9K | 0.02% | New |
| 548 | MATHER GROUP#548 · 677 sh | 677 | $64.4K | — | +31.5% |
| 549 | Advisors Preferred#549 · 658 sh | 658 | $63.7K | <0.01% | -83.0% |
| 550 | GW&K Investment Management#550 · 665 sh | 665 | $63.0K | <0.01% | 0.0% |
| 551 | Cornerstone Planning Group#551 · 610 sh | 610 | $62.9K | — | +2.5% |
| 552 | Cape Investment Advisory#552 · 586 sh | 586 | $55.7K | — | New |
| 553 | BARTLETT & WEALTH MANAGEMENT#553 · 575 sh | 575 | $54.7K | <0.01% | 0.0% |
| 554 | Triumph Capital Management#554 · 570 sh | 570 | $54.2K | — | +8.2% |
| 555 | Smithfield#555 · 564 sh | 564 | $53.0K | <0.01% | 0.0% |
| 556 | SJS Investment Consulting#556 · 536 sh | 536 | $51.0K | — | +25.8% |
| 557 | FINANCIAL CONSULATE#557 · 531 sh | 531 | $50.5K | — | +7.3% |
| 558 | Dunhill Financial#558 · 505 sh | 505 | $48.0K | <0.01% | +82.3% |
| 559 | Accent Capital Management#559 · 492 sh | 492 | $46.8K | 0.02% | New |
| 560 | Bare Financial Services#560 · 475 sh | 475 | $45.2K | 0.01% | +119.9% |
| 561 | NBC SECURITIES#561 · 457 sh | 457 | $43.5K | — | +6.5% |
| 562 | Cornerstone Financial Management#562 · 440 sh | 440 | $41.8K | 0.03% | +47.7% |
| 563 | BOYD WATTERSON ASSET MANAGEMENT#563 · 416 sh | 416 | $39.6K | 0.01% | 0.0% |
| 564 | HIGHLINE WEALTH PARTNERS#564 · 416 sh | 416 | $39.6K | — | -1.4% |
| 565 | Frazier Financial Advisors#565 · 415 sh | 415 | $39.5K | 0.02% | -13.5% |
| 566 | SHP Wealth Management#566 · 412 sh | 412 | $39.2K | <0.01% | +32.1% |
| 567 | LRI Investments#567 · 412 sh | 412 | $39.2K | <0.01% | +9.9% |
| 568 | Bell Investment Advisors#568 · 405 sh | 405 | $38.5K | <0.01% | 0.0% |
| 569 | Essential Partners#569 · 397 sh | 397 | $37.8K | — | 0.0% |
| 570 | JPL Wealth Management#570 · 383 sh | 383 | $36.4K | <0.01% | -17.8% |
| 571 | SECURITY NATIONAL BANK OF SO DAK#571 · 381 sh | 381 | $36.2K | 0.02% | New |
| 572 | Retirement Wealth Solutions#572 · 367 sh | 367 | $34.9K | — | 0.0% |
| 573 | Plante Moran Financial Advisors#573 · 354 sh | 354 | $33.7K | <0.01% | +61.6% |
| 574 | Physician Wealth Advisors#574 · 346 sh | 346 | $32.9K | — | +19.7% |
| 575 | RAFFA WEALTH MANAGEMENT#575 · 339 sh | 339 | $32.2K | <0.01% | +13.0% |
| 576 | MASECO LLP#576 · 329 sh | 329 | $31.3K | <0.01% | +20.1% |
| 577 | BOK Financial Private Wealth#577 · 324 sh | 324 | $30.8K | <0.01% | New |
| 578 | Fairscale Capital#578 · 321 sh | 321 | $30.5K | 0.02% | 0.0% |
| 579 | Capital Analysts#579 · 318 sh | 318 | $30.0K | <0.01% | 0.0% |
| 580 | Kilter Group#580 · 310 sh | 310 | $29.5K | 0.01% | +463.6% |
| 581 | CARY STREET PARTNERS FINANCIAL#581 · 294 sh | 294 | $28.0K | <0.01% | New |
| 582 | Fedenia Advisers#582 · 284 sh | 284 | $27.0K | — | New |
| 583 | FLAGSHIP WEALTH ADVISORS#583 · 275 sh | 275 | $26.1K | <0.01% | New |
| 584 | Principia Wealth Advisory#584 · 266 sh | 266 | $25.3K | 0.01% | +8.6% |
| 585 | Robinswood Financial#585 · 266 sh | 266 | $25.3K | — | New |
| 586 | Vanguard National#586 · 265 sh | 265 | $25.2K | <0.01% | New |
| 587 | Transamerica Financial Advisors#587 · 241 sh | 241 | $23.0K | <0.01% | +1.7% |
| 588 | HHM Wealth Advisors#588 · 235 sh | 235 | $22.3K | <0.01% | +48.7% |
| 589 | ATWOOD & PALMER#589 · 233 sh | 233 | $22.2K | — | 0.0% |
| 590 | Signature Equity Partners#590 · 231 sh | 231 | $22.0K | 0.01% | +19.7% |
| 591 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#591 · 223 sh | 223 | $21.2K | <0.01% | 0.0% |
| 592 | ZRC WEALTH MANAGEMENT#592 · 222 sh | 222 | $21.1K | — | New |
| 593 | CX Institutional#593 · 223 sh | 223 | $21.0K | — | 0.0% |
| 594 | Indiana & Investment Management#594 · 220 sh | 220 | $20.9K | — | New |
| 595 | OF TOLEDO NA#595 · 214 sh | 214 | $20.3K | — | 0.0% |
| 596 | CREATIVE FINANCIAL DESIGNS#596 · 213 sh | 213 | $20.3K | <0.01% | -26.3% |
| 597 | TrueNorth#597 · 205 sh | 205 | $19.5K | <0.01% | +75.2% |
| 598 | ACTION POINT FINANCIAL PLANNING#598 · 208 sh | 208 | $19.5K | <0.01% | New |
| 599 | Stone House Investment Management#599 · 203 sh | 203 | $19.3K | — | +395.1% |
| 600 | Pinnacle Bancorp#600 · 203 sh | 203 | $19.3K | — | New |
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.