HSBC Holdings PLC-Spons ADRHSBC

13F holders, Q1 2025 (March 31)
507holders +41
80new positions
37sold out
6famous investors
$57.44avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions80$963.5M
Exits37$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.

Show all 507 holders