HSBC Holdings PLC-Spons ADRHSBC

13F holders, Q2 2026 (June 30)
713holders +67
121new positions
51sold out
5famous investors
$95.03avg. 13F price*

At the end of Q2 2026, 713 institutions reported holding HSBC Holdings PLC-Spons ADR (HSBC) in their 13F filings, up 67 from Q1 2026. 121 opened new positions and 51 sold out. The largest holders were Fisher Asset Management ($1.8B), Dimensional Fund Advisors LP ($933.1M) and Morgan Stanley ($768.1M). 5 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
HSBC Holdings PLC-Spons ADR
Filed as
HSBC HLDGS PLC (Q2 2026)
CUSIP
404280406
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 410Q1 2024Q2 2024: 419Q2 2024Q3 2024: 425Q3 2024Q4 2024: 466Q4 2024Q1 2025: 507Q1 2025Q2 2025: 513Q2 2025Q3 2025: 555Q3 2025Q4 2025: 616Q4 2025Q1 2026: 646Q1 2026Q2 2026: 713Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions121$81.8M
Exits51$116.6M

All 13F filers, Q1 2026 → Q2 2026: 5,441,359 shares bought and 5,455,102 shares sold, net −13,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 713 holders

Fisher Asset Management 0.53% Add +2.0% 18,572,508 $1.8B
Dimensional Fund Advisors LP 0.17% Reduce -1.6% 9,812,755 $933.1M
Morgan Stanley 0.04% Add +5.5% 8,077,493 $768.1M
Goldman Sachs Group Inc. 0.06% Add +22.2% 5,658,007 $538.0M
FMR LLC 0.02% Add +14.8% 4,336,546 $412.4M
Northern Trust Corp. 0.03% Reduce -1.2% 3,012,114 $286.4M
Sanders Capital, LLC 0.25% Reduce -6.2% 2,632,430 $250.3M
BlackRock, Inc. 0.00% Reduce -3.3% 2,480,130 $235.8M
Bank of America Corp. 0.01% Add +0.6% 2,399,615 $228.2M
American Century Companies Inc. 0.07% Reduce -0.1% 1,665,928 $158.4M
Royal Bank of Canada 0.02% Reduce -1.6% 1,283,561 $122.1M
Clearbridge Investments, LLC 0.08% Reduce -31.3% 1,057,593 $100.6M
O'shaughnessy Asset Management, LLC 0.32% Add +13.1% 716,556 $68.1M
Charles Schwab Investment Management Inc. 0.01% Add +15.3% 667,970 $63.5M
Quantinno Capital Management LP 0.07% Add +15.2% 605,426 $57.6M
Cookson Peirce & Co. Inc. 1.86% Add +0.0% 594,134 $56.5M
JPMorgan Chase & Co. 0.00% Add +19.3% 574,663 $54.6M
UBS Group AG 0.01% Reduce -23.8% 463,366 $44.1M
Raymond James Financial Inc. 0.01% Reduce -19.1% 445,799 $42.4M
Tredje AP-fonden 0.19% Add +230.1% 441,900 $42.0M
Envestnet Asset Management Inc. 0.01% Reduce -6.4% 439,037 $41.7M
Wells Fargo & Company 0.01% Reduce -5.5% 438,944 $41.7M
Natixis Advisors, LLC 0.05% Add +7.3% 436,721 $41.5M
1832 Asset Management L.P. 0.05% Add +48.6% 433,579 $41.2M
Crossmark Global Holdings, Inc. 0.53% Reduce -2.5% 433,418 $41.2M
Renaissance Technologies 0.05% Reduce -20.0% 419,122 $39.9M
AQR Capital Management 0.01% Add +25.9% 413,625 $39.3M
Bank of Montreal 0.01% Add +21.3% 408,789 $38.9M
First Trust Advisors LP 0.02% Reduce -20.6% 397,504 $37.8M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Reduce -58.1% 392,331 $37.3M
LPL Financial LLC 0.01% Reduce -1.8% 370,766 $35.3M
Qube Research & Technologies Ltd 0.04% Add +69.7% 342,206 $32.5M
Bank of New York Mellon Corp 0.01% Add +3.6% 326,206 $31.0M
Creative Planning 0.02% Reduce -0.8% 313,988 $29.9M
Abc Arbitrage SA 2.91% Add +0.2% 283,637 $27.0M
QRG Capital Management, Inc. 0.21% Add +13.4% 264,385 $25.1M
HighTower Advisors, LLC 0.02% Reduce -1.4% 251,966 $24.0M
Janney Montgomery Scott LLC 0.04% Reduce -1.1% 240,037 $22.8M
Promethos Capital, LLC 6.09% Add +18.3% 235,463 $22.4M
Foresight Global Investors, Inc. 12.31% Add +1.1% 213,514 $20.3M
Mariner, LLC 0.02% Reduce -3.1% 212,178 $20.2M
Beck Bode, LLC 3.00% Add +1.6% 208,170 $19.8M
Mercer Global Advisors Inc. 0.02% Reduce -2.6% 200,940 $19.1M
Ritholtz Wealth Management 0.27% Add +8.1% 188,863 $18.0M
Captrust Financial Advisors 0.03% Add +0.5% 188,290 $17.9M
Pathstone Holdings, LLC 0.05% Reduce -0.8% 174,752 $16.6M
Ethic Inc. 0.21% Add +9.9% 174,381 $16.6M
American Assets Investment Management, LLC 0.96% No change 166,918 $15.9M
Millennium Management 0.01% Reduce -47.9% 161,690 $15.4M
Two Sigma Investments, LP 0.01% Add +6.7% 158,284 $15.1M
US Bancorp \de 0.02% Reduce -8.6% 157,469 $15.0M
Sei Investments Co. 0.01% Add +5.0% 149,306 $14.2M
Ameriprise Financial Inc. 0.00% Add +7.5% 147,954 $14.1M
Nuveen, LLC 0.00% New 145,568 $13.8M
Vanguard Personalized Indexing Management, LLC 0.11% Add +8.7% 140,755 $13.4M
Nomura Holdings Inc. 0.06% New 140,648 $13.4M
Citigroup Inc. 0.01% Reduce -67.4% 135,190 $12.9M
BNP Paribas Financial Markets 0.01% Reduce -56.4% 133,031 $12.6M
Cerity Partners LLC 0.01% Reduce -2.5% 126,625 $12.0M
TD Waterhouse Canada Inc. 0.03% Add +476.1% 125,095 $12.0M
National Bank of Canada 0.01% Add +43.3% 125,086 $11.9M
MML Investors Services, LLC 0.02% Add +17.3% 122,531 $11.7M
M&T Bank Corp 0.03% Add +0.3% 120,855 $11.5M
Manning & Napier Advisors LLC 0.15% Add +51116.2% 120,358 $11.4M
HRT Financial LP 0.02% Add +36.1% 118,360 $11.3M
Russell Investments Group, Ltd. 0.01% Add +22.9% 115,369 $11.0M
Franklin Resources Inc. 0.00% Reduce -46.6% 112,365 $10.7M
Manatuck Hill Partners, LLC 3.39% No change 107,448 $10.2M
NewEdge Wealth, LLC 0.10% Add +50.9% 102,153 $9.7M
Laird Norton Wetherby Trust Company, LLC 0.18% Reduce -1.3% 98,141 $9.3M
Naviter Wealth, LLC 0.82% Add +26.1% 94,781 $9.0M
Neuberger Berman Group LLC 0.01% Add +10.7% 92,143 $8.8M
Stifel Financial Corp. 0.01% Reduce -4.7% 90,839 $8.6M
Orion Porfolio Solutions, LLC 0.06% Reduce -14.9% 87,615 $8.3M
Truist Financial Corp. 0.01% Reduce -2.2% 87,439 $8.3M
Bellars Harris Wealth Management, LLC 1.64% — 84,607 $8.0M
Callan Family Office, LLC 0.15% Add +3.1% 82,060 $7.8M
Compound Planning, Inc. 0.20% Add +4.5% 79,278 $7.5M
Vident Advisory, LLC 0.06% Reduce -32.3% 78,538 $7.5M
Factory Mutual Insurance Co. 0.07% No change 77,552 $7.4M
PNC Financial Services Group, Inc. 0.00% Add +11.5% 77,459 $7.4M
Parallax Volatility Advisers, L.P. 0.33% Add +511.8% 77,340 $7.4M
Cetera Investment Advisers 0.01% Add +3.4% 77,056 $7.3M
Americana Partners, LLC 0.16% Add +1.0% 75,309 $7.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.0% 74,546 $7.1M
Optiver Holding B.V. 0.10% New 72,877 $6.9M
Hennessy Advisors Inc. 0.22% Reduce -1.8% 70,900 $6.7M
Assetmark, Inc. 0.01% Add +33.0% 70,855 $6.7M
Hantz Financial Services, Inc. 0.09% Add +25.4% 68,594 $6.5M
New York State Common Retirement Fund 0.01% Add +2.2% 65,586 $6.2M
Old Mission Capital LLC 0.16% Reduce -52.4% 65,570 $6.2M
Caprock Group, LLC 0.12% New 65,562 $6.2M
Vise Technologies, Inc. 0.07% Add +9.7% 64,551 $6.1M
Gradient Investments LLC 0.08% Add +4.9% 63,621 $6.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.29% Add +0.8% 63,521 $6.0M
Rhumbline Advisers 0.00% Add +14.5% 62,157 $5.9M
Savant Capital, LLC 0.02% Add +104.7% 56,069 $5.7M
Old Port Advisors 1.11% Add +0.4% 59,281 $5.6M
Sequoia Financial Advisors, LLC 0.03% Reduce -0.3% 59,033 $5.6M
Corient Private Wealth LP 0.01% Add +10.2% 58,102 $5.5M

"% of holder's portfolio" is HSBC's weight in each manager's 13F, not the share of HSBC Holdings PLC-Spons ADR the manager owns.

Show all 713 holders