HSBC HOLDINGS PLC (HSBC) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 713
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Strategic Wealth Partners, Ltd.#601 · 203 sh | 203 | $19.3K | <0.01% | +26.9% |
| 602 | MRP Capital Investments#602 · 200 sh | 200 | $19.0K | 0.01% | 0.0% |
| 603 | VALLEY NATIONAL ADVISERS#603 · 200 sh | 200 | $19.0K | — | 0.0% |
| 604 | Valued Wealth Advisors#604 · 189 sh | 189 | $18.0K | <0.01% | 0.0% |
| 605 | Cassaday & Wealth Management#605 · 188 sh | 188 | $17.9K | <0.01% | +2.2% |
| 606 | Dogwood Wealth Management#606 · 180 sh | 180 | $17.1K | <0.01% | +44.0% |
| 607 | Union Bankshares#607 · 180 sh | 180 | $17.1K | <0.01% | 0.0% |
| 608 | Fortitude Family Office#608 · 169 sh | 169 | $16.1K | — | 0.0% |
| 609 | Roxbury Financial#609 · 168 sh | 168 | $16.0K | — | 0.0% |
| 610 | Rossby Financial, LCC#610 · 167 sh | 167 | $15.9K | <0.01% | +13.6% |
| 611 | SOA Wealth Advisors#611 · 15,748 sh | 15,748 | $15.7K | <0.01% | New |
| 612 | Center for Financial Planning#612 · 163 sh | 163 | $15.5K | — | 0.0% |
| 613 | Vermillion Wealth Management#613 · 160 sh | 160 | $15.2K | — | 0.0% |
| 614 | American Capital Advisory#614 · 153 sh | 153 | $14.5K | <0.01% | -10.0% |
| 615 | FEDERATED HERMES#615 · 151 sh | 151 | $14.4K | 0.00% | -5.0% |
| 616 | Havemeyer Place#616 · 149 sh | 149 | $14.2K | <0.01% | -97.9% |
| 617 | DUNCKER STREETT#617 · 148 sh | 148 | $14.1K | <0.01% | 0.0% |
| 618 | Arlington#618 · 148 sh | 148 | $14.1K | — | 0.0% |
| 619 | Penserra Capital Management#619 · 152 sh | 152 | $14.0K | <0.01% | +29.9% |
| 620 | North Star Investment Management#620 · 146 sh | 146 | $13.9K | <0.01% | +4.3% |
| 621 | MV CAPITAL MANAGEMENT#621 · 143 sh | 143 | $13.6K | <0.01% | -9.5% |
| 622 | Independence Bank of Kentucky#622 · 136 sh | 136 | $12.9K | — | 0.0% |
| 623 | CVA Family Office#623 · 136 sh | 136 | $12.9K | <0.01% | 0.0% |
| 624 | Golden State Wealth Management#624 · 125 sh | 125 | $11.9K | <0.01% | +3.3% |
| 625 | Rachor Investment Advisory Services#625 · 120 sh | 120 | $11.4K | <0.01% | 0.0% |
| 626 | Bayforest Capital Ltd#626 · 117 sh | 117 | $11.1K | 0.01% | New |
| 627 | Regatta Research & Money Management#627 · 115 sh | 115 | $10.9K | 0.01% | — |
| 628 | Continuum Advisory#628 · 114 sh | 114 | $10.8K | <0.01% | New |
| 629 | HAGER INVESTMENT MANAGEMENT SERVICES#629 · 112 sh | 112 | $10.7K | <0.01% | New |
| 630 | MOTCO#630 · 111 sh | 111 | $10.6K | <0.01% | New |
| 631 | Downshift Financial#631 · 108 sh | 108 | $10.3K | — | New |
| 632 | CHESAPEAKE ASSET MANAGEMENT#632 · 100 sh | 100 | $9.5K | <0.01% | 0.0% |
| 633 | Costello Asset Management#633 · 100 sh | 100 | $9.5K | <0.01% | 0.0% |
| 634 | HOEY INVESTMENTS#634 · 100 sh | 100 | $9.5K | <0.01% | 0.0% |
| 635 | Main Street Group, LTD#635 · 100 sh | 100 | $9.5K | <0.01% | 0.0% |
| 636 | PlanVest Financial#636 · 100 sh | 100 | $9.5K | <0.01% | 0.0% |
| 637 | Acumen Wealth Advisors#637 · 98 sh | 98 | $9.3K | <0.01% | 0.0% |
| 638 | FNY Investment Advisers#638 · 100 sh | 100 | $9.0K | — | New |
| 639 | WPG Advisers#639 · 93 sh | 93 | $8.8K | <0.01% | 0.0% |
| 640 | Turim 21 Investimentos Ltda.#640 · 92 sh | 92 | $8.7K | <0.01% | 0.0% |
| 641 | Burk#641 · 88 sh | 88 | $8.4K | <0.01% | 0.0% |
| 642 | JNBA Financial Advisors#642 · 84 sh | 84 | $8.0K | <0.01% | +115.4% |
| 643 | Archer Investment#643 · 83 sh | 83 | $7.8K | <0.01% | +3.8% |
| 644 | Institute for Wealth Management#644 · 80 sh | 80 | $7.6K | <0.01% | New |
| 645 | Kozak & Associates#645 · 79 sh | 79 | $7.6K | <0.01% | 0.0% |
| 646 | Crewe Advisors#646 · 75 sh | 75 | $7.1K | <0.01% | +108.3% |
| 647 | Three Bearings Fiduciary Advisors#647 · 70 sh | 70 | $6.7K | <0.01% | 0.0% |
| 648 | Glen Eagle Advisors#648 · 69 sh | 69 | $6.6K | <0.01% | +76.9% |
| 649 | Aventura Private Wealth#649 · 69 sh | 69 | $6.6K | <0.01% | New |
| 650 | CALDWELL SUTTER CAPITAL#650 · 69 sh | 69 | $6.6K | <0.01% | 0.0% |
| 651 | CENTRAL#651 · 68 sh | 68 | $6.5K | <0.01% | +126.7% |
| 652 | Trust Co#652 · 68 sh | 68 | $6.5K | — | +466.7% |
| 653 | TIAA Wealth Investment Management#653 · 68 sh | 68 | $6.5K | 0.00% | 0.0% |
| 654 | Synergy Investment Management#654 · 57 sh | 57 | $5.8K | <0.01% | New |
| 655 | Highland Investment Advisors#655 · 61 sh | 61 | $5.8K | <0.01% | — |
| 656 | Winch Advisory Services#656 · 60 sh | 60 | $5.7K | <0.01% | New |
| 657 | City State Bank#657 · 60 sh | 60 | $5.7K | — | New |
| 658 | Whipplewood Advisors#658 · 58 sh | 58 | $5.5K | — | -88.4% |
| 659 | HORIZON FINANCIAL SERVICES#659 · 57 sh | 57 | $5.4K | <0.01% | New |
| 660 | Godfrey Financial Associates#660 · 55 sh | 55 | $5.2K | <0.01% | 0.0% |
| 661 | HOLLENCREST SECURITIES#661 · 54 sh | 54 | $5.1K | <0.01% | 0.0% |
| 662 | Asset Dedication#662 · 52 sh | 52 | $4.9K | <0.01% | +52.9% |
| 663 | WealthCollab#663 · 52 sh | 52 | $4.9K | <0.01% | 0.0% |
| 664 | New England Capital Financial Advisors#664 · 50 sh | 50 | $4.8K | <0.01% | 0.0% |
| 665 | Nemes Rush Group#665 · 50 sh | 50 | $4.8K | <0.01% | 0.0% |
| 666 | Murphy & Mullick Capital Management#666 · 50 sh | 50 | $4.8K | <0.01% | -3.8% |
| 667 | EASTERN BANK#667 · 49 sh | 49 | $4.7K | — | New |
| 668 | Clean Yield Group#668 · 48 sh | 48 | $4.6K | <0.01% | 0.0% |
| 669 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#669 · 46 sh | 46 | $4.4K | 0.00% | +15.0% |
| 670 | Nova Wealth Management#670 · 46 sh | 46 | $4.4K | <0.01% | New |
| 671 | MidFirst Bank#671 · 46 sh | 46 | $4.4K | <0.01% | 0.0% |
| 672 | Ninepoint Partners#672 · 45 sh | 45 | $4.3K | <0.01% | -11.8% |
| 673 | GHP Investment Advisors#673 · 44 sh | 44 | $4.2K | — | 0.0% |
| 674 | BROWN, LISLE/CUMMINGS#674 · 44 sh | 44 | $4.2K | — | 0.0% |
| 675 | Allied Private Wealth#675 · 43 sh | 43 | $4.1K | <0.01% | — |
| 676 | Markowski Investments#676 · 43 sh | 43 | $4.1K | <0.01% | — |
| 677 | Wiser Advisor Group#677 · 41 sh | 41 | $3.9K | <0.01% | 0.0% |
| 678 | Beaird Harris Wealth Management#678 · 40 sh | 40 | $3.8K | <0.01% | 0.0% |
| 679 | Financial Network Wealth Advisors#679 · 40 sh | 40 | $3.8K | <0.01% | +37.9% |
| 680 | Key FInancial#680 · 39 sh | 39 | $3.7K | <0.01% | -79.5% |
| 681 | MARSHALL INVESTMENT MANAGEMENT#681 · 38 sh | 38 | $3.6K | <0.01% | New |
| 682 | ST GERMAIN D J#682 · 34 sh | 34 | $3.2K | <0.01% | 0.0% |
| 683 | Wilmington Savings Fund Society, FSB#683 · 34 sh | 34 | $3.2K | — | 0.0% |
| 684 | Keating Financial Advisory Services#684 · 32 sh | 32 | $3.0K | <0.01% | 0.0% |
| 685 | PRICE T ROWE ASSOCIATES#685 · 24 sh | 24 | $3.0K | 0.00% | New |
| 686 | Monetary Solutions, Ltd#686 · 29 sh | 29 | $2.8K | — | New |
| 687 | Silicon Valley Capital Partners#687 · 29 sh | 29 | $2.7K | <0.01% | +3.6% |
| 688 | Nalls Sherbakoff Group#688 · 25 sh | 25 | $2.4K | <0.01% | 0.0% |
| 689 | TD Capital Management#689 · 23 sh | 23 | $2.2K | <0.01% | 0.0% |
| 690 | SITTNER & NELSON#690 · 23 sh | 23 | $2.2K | <0.01% | New |
| 691 | Trifecta Capital Advisors#691 · 22 sh | 22 | $2.1K | — | New |
| 692 | Abound Wealth Management#692 · 21 sh | 21 | $2.0K | — | 0.0% |
| 693 | Breakwater Investment Management#693 · 21 sh | 21 | $2.0K | — | New |
| 694 | Quent Capital#694 · 20 sh | 20 | $1.9K | <0.01% | New |
| 695 | WELLINGTON-ALTUS USA#695 · 21 sh | 21 | $1.7K | <0.01% | 0.0% |
| 696 | WEBSTER BANK, N. A.#696 · 18 sh | 18 | $1.7K | <0.01% | New |
| 697 | Halbert, Hargrove/Russell#697 · 16 sh | 16 | $1.6K | — | New |
| 698 | Caitlin John#698 · 16 sh | 16 | $1.5K | <0.01% | 0.0% |
| 699 | Noble Wealth Management PBC#699 · 16 sh | 16 | $1.5K | — | New |
| 700 | Buck Wealth Strategies#700 · 15 sh | 15 | $1.4K | <0.01% | 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.