HSBC Holdings PLC-Spons ADRHSBC
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 507 institutions reported holding HSBC Holdings PLC-Spons ADR (HSBC) in their 13F filings, up 41 from Q4 2024. 80 opened new positions and 37 sold out. The largest holders were Fisher Asset Management ($896.6M), Dimensional Fund Advisors LP ($596.5M) and Morgan Stanley ($372.8M). 6 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Jeremy Grantham (0.1% of GMO'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 (Q1 2025)
- CUSIP
- 404280406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $963.5M |
| Exits | 37 | $8.9M |
All 13F filers, Q4 2024 → Q1 2025: 23,241,298 shares bought and 2,275,703 shares sold, net +20,965,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 507 holders
| Fisher Asset Management | 0.39% | New | 15,612,574 | $896.6M |
| Dimensional Fund Advisors LP | 0.15% | Reduce -2.3% | 10,386,228 | $596.5M |
| Morgan Stanley | 0.03% | Reduce -0.3% | 6,491,747 | $372.8M |
| Goldman Sachs Group Inc. | 0.05% | Add +1.1% | 4,726,420 | $271.4M |
| FMR LLC | 0.01% | Add +7.2% | 3,089,722 | $177.4M |
| Sanders Capital, LLC | 0.25% | Reduce -0.4% | 2,968,720 | $170.5M |
| BlackRock, Inc. | 0.00% | Add +10.2% | 2,889,751 | $166.0M |
| Northern Trust Corp. | 0.02% | Add +3.3% | 2,873,096 | $165.0M |
| Bank of America Corp. | 0.01% | Reduce -18.1% | 2,486,439 | $142.8M |
| Contrarian Capital Management, L.L.C. | 18.67% | Add +425.4% | 1,265,656 | $72.7M |
| UBS Group AG | 0.01% | Add +48.9% | 1,170,701 | $67.2M |
| Royal Bank of Canada | 0.01% | Add +15.0% | 1,047,447 | $60.2M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +1184.6% | 1,038,403 | $59.6M |
| American Century Companies Inc. | 0.04% | Add +9.1% | 1,022,231 | $58.7M |
| First Trust Advisors LP | 0.04% | Add +1442.0% | 806,129 | $46.3M |
| Cookson Peirce & Co. Inc. | 1.92% | Reduce -2.2% | 663,755 | $38.1M |
| Crossmark Global Holdings, Inc. | 0.50% | Reduce -3.9% | 494,624 | $28.4M |
| O'shaughnessy Asset Management, LLC | 0.22% | Add +19.9% | 481,832 | $27.7M |
| Renaissance Technologies | 0.03% | Add +240.2% | 394,622 | $22.7M |
| Natixis Advisors, LLC | 0.04% | Reduce -0.7% | 392,559 | $22.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.10% | Add +729.6% | 387,953 | $22.3M |
| Millennium Management | 0.02% | Add +3160.7% | 387,408 | $22.2M |
| QRG Capital Management, Inc. | 0.22% | Add +5.7% | 366,245 | $21.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.3% | 333,978 | $19.2M |
| GMO | 0.06% | Add +9.6% | 326,076 | $18.7M |
| Meritage Portfolio Management | 1.18% | Reduce -2.7% | 310,347 | $17.8M |
| 1832 Asset Management L.P. | 0.03% | New | 303,500 | $17.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.7% | 299,463 | $17.2M |
| Creative Planning | 0.02% | Add +11.4% | 298,706 | $17.2M |
| Franklin Resources Inc. | 0.01% | Reduce -25.6% | 295,890 | $17.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.2% | 277,429 | $15.9M |
| Quantinno Capital Management LP | 0.10% | Add +22.6% | 274,374 | $15.8M |
| Wells Fargo & Company | 0.00% | Reduce -5.6% | 273,750 | $15.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -3.1% | 267,522 | $15.4M |
| LPL Financial LLC | 0.01% | Add +52.2% | 233,650 | $13.4M |
| Janney Capital Management LLC | 0.92% | Add +23.6% | 232,499 | $13.4M |
| HighTower Advisors, LLC | 0.02% | Add +33.5% | 218,945 | $12.6M |
| Mercer Global Advisors Inc. | 0.03% | Add +13.6% | 208,724 | $12.0M |
| Ameriprise Financial Inc. | 0.00% | Add +18.8% | 201,536 | $11.7M |
| JPMorgan Chase & Co. | 0.00% | Add +88.3% | 192,462 | $11.1M |
| Mariner, LLC | 0.02% | Reduce -2.6% | 182,108 | $10.5M |
| GQG Partners LLC | 0.02% | Add +5.1% | 181,718 | $10.4M |
| Promethos Capital, LLC | 3.82% | Add +12.9% | 180,964 | $10.4M |
| Gunderson Capital Management LLC | 6.62% | New | 179,124 | $10.3M |
| Ethic Inc. | 0.20% | Reduce -2.2% | 170,752 | $9.8M |
| American Assets Investment Management, LLC | 0.84% | No change | 166,918 | $9.6M |
| Pathstone Holdings, LLC | 0.04% | Add +0.8% | 165,197 | $9.5M |
| Ritholtz Wealth Management | 0.24% | Reduce -2.4% | 137,797 | $7.9M |
| Stifel Financial Corp. | 0.01% | Reduce -2.5% | 132,906 | $7.6M |
| Cwm, LLC | 0.03% | Reduce -6.8% | 130,850 | $7.5M |
| Parallax Volatility Advisers, L.P. | 0.27% | Reduce -18.3% | 120,305 | $6.9M |
| Citadel Advisors | 0.01% | Reduce -62.4% | 117,616 | $6.8M |
| M&T Bank Corp | 0.02% | Add +1.3% | 117,004 | $6.7M |
| Quadrant Capital Group LLC | 0.25% | Add +229.6% | 116,034 | $6.7M |
| BNP Paribas Financial Markets | 0.01% | Add +23.2% | 115,735 | $6.6M |
| Sei Investments Co. | 0.01% | Add +8.1% | 115,202 | $6.6M |
| US Bancorp \de | 0.01% | Add +1.2% | 110,682 | $6.4M |
| Vanguard Personalized Indexing Management, LLC | 0.09% | Add +12.4% | 108,707 | $6.2M |
| Hennessy Advisors Inc. | 0.21% | Reduce -13.7% | 108,100 | $6.2M |
| Manatuck Hill Partners, LLC | 2.84% | No change | 107,448 | $6.2M |
| AQR Capital Management | 0.01% | Add +43.7% | 99,949 | $5.7M |
| Cerity Partners LLC | 0.01% | Add +22.1% | 95,768 | $5.5M |
| Susquehanna International Group, LLP | 0.01% | Add +329.9% | 93,481 | $5.4M |
| Two Sigma Advisers, LP | 0.01% | Add +59.2% | 92,500 | $5.3M |
| XTX Topco Ltd | 0.27% | Add +145.4% | 90,285 | $5.2M |
| Naviter Wealth, LLC | 0.59% | Add +0.5% | 81,514 | $4.9M |
| Castleark Management LLC | 0.17% | New | 84,200 | $4.8M |
| Truist Financial Corp. | 0.01% | Add +156.8% | 83,927 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -56.6% | 83,815 | $4.8M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.43% | Reduce -38.5% | 79,616 | $4.6M |
| Bank of Montreal | 0.00% | Add +5.6% | 76,075 | $4.4M |
| Caas Capital Management LP | 2.01% | Add +6.5% | 73,529 | $4.2M |
| SIH Partners, LLLP | 0.35% | Add +111.2% | 69,098 | $4.0M |
| Vident Advisory, LLC | 0.06% | Add +8.7% | 68,559 | $3.9M |
| Jain Global LLC | 0.08% | Add +172.2% | 67,261 | $3.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +25.1% | 63,511 | $3.6M |
| Old Port Advisors | 1.08% | Reduce -1.5% | 63,098 | $3.6M |
| Catalyst Capital Advisors LLC | 0.07% | Reduce -6.7% | 60,480 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +23.4% | 60,401 | $3.5M |
| PEAK6 LLC | 0.13% | New | 59,778 | $3.4M |
| MML Investors Services, LLC | 0.01% | Add +2.0% | 59,734 | $3.4M |
| Signaturefd, LLC | 0.06% | Add +4.2% | 58,730 | $3.4M |
| Caprock Group, LLC | 0.10% | Add +14.0% | 55,939 | $3.3M |
| Americana Partners, LLC | 0.13% | Add +22.4% | 57,083 | $3.3M |
| Compound Planning, Inc. | 0.15% | Add +39.6% | 56,674 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 56,601 | $3.3M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +1.8% | 55,785 | $3.2M |
| Capital Fund Management S.A. | 0.04% | Reduce -10.8% | 55,145 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.3% | 53,414 | $3.1M |
| Stamos Capital Partners, L.P. | 0.77% | Reduce -46.8% | 51,311 | $2.9M |
| Abc Arbitrage SA | 0.54% | Add +1132.8% | 50,669 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Add +17.0% | 47,379 | $2.7M |
| TrueMark Investments, LLC | 0.69% | New | 45,544 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +7.8% | 45,194 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +7.8% | 45,194 | $2.6M |
| Arkadios Wealth Advisors | 0.10% | New | 44,903 | $2.6M |
| Forum Financial Management, LP | 0.04% | No change | 43,317 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +30.6% | 43,211 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | No change | 42,891 | $2.5M |
| Brandes Investment Partners, LP | 0.02% | Reduce -17.4% | 38,998 | $2.2M |
"% 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.