HSBC Holdings PLC-Spons ADRHSBC
13F holders, Q4 2024 (December 31)466holders +41
52new positions
29sold out
6famous investors
$49.46avg. 13F price*
At the end of Q4 2024, 466 institutions reported holding HSBC Holdings PLC-Spons ADR (HSBC) in their 13F filings, up 41 from Q3 2024. 52 opened new positions and 29 sold out. The largest holders were Dimensional Fund Advisors LP ($525.9M), Morgan Stanley ($322.0M) and Goldman Sachs Group Inc. ($231.1M). 6 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 (Q4 2024)
- CUSIP
- 404280406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $50.1M |
| Exits | 29 | $48.0M |
All 13F filers, Q3 2024 → Q4 2024: 4,629,724 shares bought and 5,614,715 shares sold, net −984,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 466 holders
| Dimensional Fund Advisors LP | 0.13% | Reduce -0.2% | 10,632,332 | $525.9M |
| Morgan Stanley | 0.02% | Add +2.1% | 6,511,107 | $322.0M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -2.4% | 4,673,348 | $231.1M |
| Bank of America Corp. | 0.01% | Reduce -9.5% | 3,037,847 | $150.3M |
| Sanders Capital, LLC | 0.22% | Reduce -0.0% | 2,981,120 | $147.4M |
| FMR LLC | 0.01% | Add +18.1% | 2,883,238 | $142.6M |
| Northern Trust Corp. | 0.02% | Add +52.0% | 2,781,307 | $137.6M |
| BlackRock, Inc. | 0.00% | Add +5.1% | 2,621,448 | $129.7M |
| American Century Companies Inc. | 0.03% | Add +4.5% | 937,065 | $46.3M |
| Royal Bank of Canada | 0.01% | Reduce -0.6% | 910,732 | $45.0M |
| UBS Group AG | 0.01% | Add +864.9% | 786,330 | $38.9M |
| Cookson Peirce & Co. Inc. | 1.52% | Reduce -2.0% | 678,426 | $33.6M |
| Crossmark Global Holdings, Inc. | 0.47% | Add +2.8% | 514,642 | $25.5M |
| O'shaughnessy Asset Management, LLC | 0.17% | Add +26.9% | 401,960 | $19.9M |
| Franklin Resources Inc. | 0.01% | Add +3.1% | 397,408 | $19.7M |
| Natixis Advisors, LLC | 0.04% | Add +1.3% | 395,350 | $19.6M |
| Raymond James Financial Inc. | 0.01% | — | 360,192 | $17.8M |
| Bank of New York Mellon Corp | 0.00% | Add +135.6% | 347,565 | $17.2M |
| QRG Capital Management, Inc. | 0.18% | Add +11.7% | 346,661 | $17.1M |
| Meritage Portfolio Management | 0.98% | Add +5.6% | 318,825 | $15.8M |
| Citadel Advisors | 0.01% | Reduce -54.6% | 312,459 | $15.5M |
| GMO | 0.05% | Reduce -11.5% | 297,408 | $14.7M |
| Wells Fargo & Company | 0.00% | Add +5.3% | 289,887 | $14.3M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -13.9% | 276,036 | $13.7M |
| Creative Planning | 0.01% | Add +20.8% | 268,197 | $13.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +21.0% | 261,135 | $12.9M |
| Contrarian Capital Management, L.L.C. | 4.03% | New | 240,876 | $11.9M |
| Quantinno Capital Management LP | 0.11% | Add +24.4% | 223,886 | $11.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -35.3% | 193,118 | $9.6M |
| Janney Capital Management LLC | 0.62% | New | 188,151 | $9.3M |
| Mariner, LLC | 0.02% | Add +12.2% | 186,985 | $9.2M |
| Mercer Global Advisors Inc. | 0.02% | Add +5.1% | 183,743 | $9.1M |
| Ethic Inc. | 0.17% | Add +8.5% | 174,539 | $8.6M |
| GQG Partners LLC | 0.01% | Add +129.5% | 172,913 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 169,710 | $8.4M |
| American Assets Investment Management, LLC | 0.67% | No change | 166,918 | $8.3M |
| HighTower Advisors, LLC | 0.01% | Add +3.9% | 163,979 | $8.1M |
| Pathstone Holdings, LLC | 0.04% | Add +3.6% | 163,810 | $8.1M |
| Promethos Capital, LLC | 2.80% | Reduce -1.5% | 160,253 | $7.9M |
| LPL Financial LLC | 0.00% | Add +23.2% | 153,518 | $7.6M |
| Parallax Volatility Advisers, L.P. | 0.19% | Add +30.9% | 147,232 | $7.3M |
| Ritholtz Wealth Management | 0.20% | Add +12.3% | 141,108 | $7.0M |
| Cwm, LLC | 0.03% | Reduce -7.8% | 140,380 | $6.9M |
| Stifel Financial Corp. | 0.01% | Reduce -1.3% | 136,363 | $6.7M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.66% | — | 129,493 | $6.4M |
| Hennessy Advisors Inc. | 0.18% | Reduce -3.5% | 125,200 | $6.2M |
| Ramirez Asset Management, Inc. | 1.21% | Add +3.4% | 120,898 | $6.0M |
| Aquatic Capital Management LLC | 0.16% | New | 120,387 | $6.0M |
| Renaissance Technologies | 0.01% | Reduce -57.5% | 116,015 | $5.7M |
| M&T Bank Corp | 0.02% | Add +0.6% | 115,454 | $5.7M |
| US Bancorp \de | 0.01% | Add +15.0% | 109,349 | $5.4M |
| Manatuck Hill Partners, LLC | 2.18% | No change | 107,448 | $5.3M |
| Sei Investments Co. | 0.01% | Add +4.6% | 106,538 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +79.8% | 102,207 | $5.1M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +13.3% | 96,679 | $4.8M |
| Stamos Capital Partners, L.P. | 1.12% | Reduce -11.5% | 96,480 | $4.8M |
| BNP Paribas Financial Markets | 0.00% | Add +0.3% | 93,929 | $4.6M |
| Naviter Wealth, LLC | 0.48% | Reduce -13.1% | 81,078 | $4.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 80,832 | $4.0M |
| Cerity Partners LLC | 0.01% | Reduce -14.9% | 78,447 | $3.7M |
| Bank of Montreal | 0.00% | Reduce -58.0% | 72,040 | $3.6M |
| AQR Capital Management | 0.00% | Add +20.6% | 69,572 | $3.4M |
| Caas Capital Management LP | 2.83% | Add +39.2% | 69,037 | $3.4M |
| Catalyst Capital Advisors LLC | 0.07% | Reduce -3.2% | 64,805 | $3.2M |
| Old Port Advisors | 0.91% | Reduce -0.8% | 64,049 | $3.2M |
| Vident Advisory, LLC | 0.05% | Reduce -0.3% | 63,087 | $3.1M |
| Capital Fund Management S.A. | 0.03% | Add +8.9% | 61,858 | $3.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -56.1% | 61,623 | $3.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.15% | Add +0.1% | 61,172 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +22.9% | 58,586 | $2.9M |
| Two Sigma Advisers, LP | 0.01% | Add +16.4% | 58,100 | $2.9M |
| Signaturefd, LLC | 0.05% | Add +9.7% | 56,363 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.6% | 56,326 | $2.8M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +3.0% | 54,815 | $2.7M |
| First Trust Advisors LP | 0.00% | New | 52,280 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 50,780 | $2.5M |
| Caprock Group, LLC | 0.08% | Add +24.0% | 49,065 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.7% | 48,938 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -1.3% | 48,200 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.4% | 47,983 | $2.4M |
| Brandes Investment Partners, LP | 0.03% | Add +0.3% | 47,217 | $2.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +194.1% | 46,766 | $2.3M |
| Americana Partners, LLC | 0.09% | Add +140.4% | 46,623 | $2.3M |
| Forum Financial Management, LP | 0.04% | Add +61.6% | 43,317 | $2.1M |
| Barclays PLC | 0.00% | Add +5.7% | 43,210 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -4.5% | 42,891 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +23.2% | 41,933 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +23.2% | 41,933 | $2.1M |
| Earnest Partners LLC | 0.01% | Reduce -1.1% | 41,015 | $2.0M |
| Compound Planning, Inc. | 0.10% | Add +22.6% | 40,592 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | Add +6.7% | 40,495 | $2.0M |
| Cibc World Market Inc. | 0.00% | Add +0.9% | 40,161 | $2.0M |
| Raelipskie Partnership | 0.97% | No change | 39,343 | $1.9M |
| Richard P Slaughter Associates Inc | 0.43% | Reduce -3.4% | 39,116 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +13.2% | 38,950 | $1.9M |
| XTX Topco Ltd | 0.15% | Reduce -15.0% | 36,796 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -2.3% | 36,242 | $1.8M |
| Rhumbline Advisers | 0.00% | Add +0.8% | 35,689 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.11% | Reduce -0.4% | 35,641 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.12% | Reduce -21.8% | 35,590 | $1.8M |
"% 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.