HSBC Holdings PLC-Spons ADRHSBC
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 425 institutions reported holding HSBC Holdings PLC-Spons ADR (HSBC) in their 13F filings, up 6 from Q2 2024. 43 opened new positions and 37 sold out. The largest holders were Dimensional Fund Advisors LP ($481.6M), Morgan Stanley ($288.1M) and Goldman Sachs Group Inc. ($216.4M). 5 famous investors held it, including Jeremy Grantham (0.0% of GMO's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- HSBC Holdings PLC-Spons ADR
- Filed as
- HSBC HLDGS PLC (Q3 2024)
- CUSIP
- 404280406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $54.8M |
| Exits | 37 | $76.5M |
All 13F filers, Q2 2024 → Q3 2024: 6,849,764 shares bought and 8,333,669 shares sold, net −1,483,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 425 holders
| Dimensional Fund Advisors LP | 0.12% | Reduce -4.5% | 10,657,632 | $481.6M |
| Morgan Stanley | 0.02% | Reduce -1.2% | 6,374,459 | $288.1M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -16.8% | 4,788,342 | $216.4M |
| Bank of America Corp. | 0.01% | Add +19.0% | 3,355,213 | $151.6M |
| Sanders Capital, LLC | 0.20% | Reduce -0.1% | 2,982,050 | $134.8M |
| BlackRock, Inc. | 0.00% | — | 2,494,507 | $112.7M |
| FMR LLC | 0.01% | Add +44.3% | 2,442,205 | $110.4M |
| Northern Trust Corp. | 0.01% | Reduce -3.9% | 1,830,257 | $82.7M |
| Royal Bank of Canada | 0.01% | Add +3.7% | 916,109 | $41.4M |
| American Century Companies Inc. | 0.02% | Add +5.4% | 896,677 | $40.5M |
| Cookson Peirce & Co. Inc. | 1.47% | Reduce -0.7% | 692,377 | $31.3M |
| Citadel Advisors | 0.03% | Add +228.1% | 687,682 | $31.1M |
| Mediolanum International Funds Ltd | 0.39% | New | 3,095,699 | $28.2M |
| Crossmark Global Holdings, Inc. | 0.41% | Add +15.7% | 500,547 | $22.6M |
| Natixis Advisors, LLC | 0.03% | Reduce -5.7% | 390,337 | $17.6M |
| Franklin Resources Inc. | 0.00% | Reduce -17.3% | 385,544 | $17.1M |
| GMO | 0.05% | Reduce -32.0% | 335,893 | $15.2M |
| Millennium Management | 0.01% | Add +73.2% | 324,057 | $14.6M |
| Qube Research & Technologies Ltd | 0.03% | Add +143.5% | 320,681 | $14.5M |
| Raymond James & Associates | 0.01% | Reduce -11.5% | 319,985 | $14.5M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +30.8% | 316,856 | $14.1M |
| QRG Capital Management, Inc. | 0.15% | Add +2.5% | 310,442 | $14.0M |
| Meritage Portfolio Management | 0.84% | Add +28.9% | 301,813 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -30.8% | 298,584 | $13.5M |
| Wells Fargo & Company | 0.00% | Reduce -8.9% | 275,247 | $12.4M |
| Renaissance Technologies | 0.02% | Reduce -39.3% | 272,665 | $12.3M |
| Creative Planning | 0.01% | Add +9.4% | 222,092 | $10.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.6% | 215,748 | $9.7M |
| Quantinno Capital Management LP | 0.11% | Reduce -6.2% | 179,908 | $8.1M |
| Bank of Montreal | 0.00% | Add +124.3% | 171,416 | $7.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +6.7% | 174,883 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.2% | 170,880 | $7.7M |
| American Assets Investment Management, LLC | 0.66% | No change | 166,918 | $7.5M |
| Mariner, LLC | 0.01% | Add +3.5% | 166,659 | $7.5M |
| Promethos Capital, LLC | 2.62% | Reduce -0.5% | 162,754 | $7.4M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.0% | 158,174 | $7.1M |
| HighTower Advisors, LLC | 0.01% | Add +18.0% | 157,846 | $7.1M |
| Cwm, LLC | 0.03% | Reduce -4.2% | 152,288 | $6.9M |
| Renaissance Group LLC | 0.28% | Reduce -2.1% | 151,637 | $6.9M |
| Bank of New York Mellon Corp | 0.00% | Add +9.6% | 147,511 | $6.7M |
| Schonfeld Strategic Advisors LLC | 0.05% | New | 140,454 | $6.3M |
| Ethic Inc. | 0.16% | Reduce -12.4% | 160,897 | $6.3M |
| Stifel Financial Corp. | 0.01% | Add +40.0% | 138,127 | $6.2M |
| Insight Folios Inc | 2.11% | Add +7.7% | 130,832 | $5.9M |
| Hennessy Advisors Inc. | 0.19% | No change | 129,800 | $5.9M |
| Ritholtz Wealth Management | 0.17% | Add +23.8% | 125,598 | $5.7M |
| LPL Financial LLC | 0.00% | Add +1.2% | 124,643 | $5.6M |
| Ramirez Asset Management, Inc. | 1.01% | Add +1.7% | 116,931 | $5.3M |
| M&T Bank Corp | 0.02% | Reduce -1.7% | 114,776 | $5.2M |
| Parallax Volatility Advisers, L.P. | 0.15% | Reduce -29.8% | 112,470 | $5.1M |
| Stamos Capital Partners, L.P. | 1.16% | Reduce -5.4% | 108,980 | $4.9M |
| Manatuck Hill Partners, LLC | 1.84% | No change | 107,448 | $4.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +24.9% | 30,417 | $4.8M |
| Sei Investments Co. | 0.01% | Reduce -14.5% | 101,868 | $4.6M |
| US Bancorp \de | 0.01% | Reduce -27.8% | 95,063 | $4.3M |
| BNP Paribas Financial Markets | 0.00% | Add +383.4% | 93,675 | $4.2M |
| Naviter Wealth, LLC | 0.59% | Add +2.8% | 93,333 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +65.7% | 92,136 | $4.2M |
| Cresset Asset Management, LLC | 0.02% | Add +17.8% | 90,053 | $4.1M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +5.0% | 85,296 | $3.9M |
| UBS Group AG | 0.00% | Reduce -9.8% | 81,490 | $3.7M |
| GQG Partners LLC | 0.01% | Reduce -4.2% | 75,339 | $3.4M |
| Engineers Gate Manager LP | 0.06% | New | 70,117 | $3.2M |
| Catalyst Capital Advisors LLC | 0.07% | Reduce -2.8% | 66,930 | $3.0M |
| Old Port Advisors | 0.81% | Reduce -1.4% | 64,535 | $2.9M |
| Vident Advisory, LLC | 0.07% | Add +21.4% | 63,308 | $2.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.13% | Reduce -0.6% | 61,085 | $2.8M |
| Frank, Rimerman Advisors LLC | 0.19% | Add +1.7% | 60,554 | $2.7M |
| AQR Capital Management | 0.00% | Add +6.6% | 57,667 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Add +103.7% | 56,860 | $2.6M |
| Capital Fund Management S.A. | 0.03% | New | 56,791 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 56,638 | $2.6M |
| HRT Financial LP | 0.01% | New | 56,247 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +102.9% | 53,240 | $2.4M |
| Quantbot Technologies LP | 0.09% | New | 53,227 | $2.4M |
| Signaturefd, LLC | 0.04% | Reduce -2.1% | 51,360 | $2.3M |
| First Trust Direct Indexing L.P. | 0.12% | Add +1.3% | 50,238 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 49,917 | $2.3M |
| Two Sigma Advisers, LP | 0.01% | Add +164.0% | 49,900 | $2.3M |
| Caas Capital Management LP | 1.53% | Add +172.6% | 49,596 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +2.7% | 48,848 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.3% | 48,668 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -26.3% | 47,677 | $2.2M |
| Brandes Investment Partners, LP | 0.02% | Reduce -10.1% | 47,093 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -11.1% | 46,323 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | Reduce -30.0% | 45,491 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -26.1% | 44,891 | $2.0M |
| XTX Topco Ltd | 0.14% | New | 43,286 | $2.0M |
| Seven Eight Capital, LP | 0.17% | New | 42,510 | $1.9M |
| Earnest Partners LLC | 0.01% | Add +0.5% | 41,488 | $1.9M |
| Acadian Asset Management LLC | 0.01% | Reduce -32.3% | 41,297 | $1.9M |
| Barclays PLC | 0.00% | Reduce -2.1% | 40,867 | $1.8M |
| Richard P Slaughter Associates Inc | 0.42% | Add +5.9% | 40,494 | $1.8M |
| Cibc World Market Inc. | 0.00% | Add +2.5% | 39,812 | $1.8M |
| Caprock Group, LLC | 0.07% | Add +12.8% | 39,566 | $1.8M |
| Raelipskie Partnership | 0.87% | Add +26.6% | 39,343 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -71.0% | 37,971 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -45.4% | 37,452 | $1.7M |
| Advisors Asset Management, Inc. | 0.03% | Add +19.5% | 37,094 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +1.7% | 37,087 | $1.7M |
"% 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.