HSBC Holdings PLC-Spons ADRHSBC
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 513 institutions reported holding HSBC Holdings PLC-Spons ADR (HSBC) in their 13F filings, up 6 from Q1 2025. 63 opened new positions and 54 sold out. The largest holders were Fisher Asset Management ($1.0B), Dimensional Fund Advisors LP ($631.6M) and Morgan Stanley ($382.3M). 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 (0.1% of Renaissance Technologies's portfolio).
- Company
- HSBC Holdings PLC-Spons ADR
- Filed as
- HSBC HLDGS PLC (Q2 2025)
- CUSIP
- 404280406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $26.4M |
| Exits | 54 | $87.4M |
All 13F filers, Q1 2025 → Q2 2025: 5,942,636 shares bought and 3,722,256 shares sold, net +2,220,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 513 holders
| Fisher Asset Management | 0.41% | Add +9.2% | 17,043,371 | $1.0B |
| Dimensional Fund Advisors LP | 0.15% | Add +0.0% | 10,390,571 | $631.6M |
| Morgan Stanley | 0.02% | Reduce -3.1% | 6,289,571 | $382.3M |
| Goldman Sachs Group Inc. | 0.06% | Add +18.6% | 5,605,773 | $340.8M |
| FMR LLC | 0.01% | Add +8.7% | 3,359,674 | $204.2M |
| Sanders Capital, LLC | 0.24% | Add +0.1% | 2,971,630 | $180.6M |
| BlackRock, Inc. | 0.00% | Add +1.9% | 2,943,866 | $179.0M |
| Northern Trust Corp. | 0.02% | Add +1.2% | 2,908,792 | $176.8M |
| Bank of America Corp. | 0.01% | Reduce -15.1% | 2,110,567 | $128.3M |
| Contrarian Capital Management, L.L.C. | 22.01% | No change | 1,265,656 | $76.9M |
| Royal Bank of Canada | 0.01% | Add +19.6% | 1,252,709 | $76.2M |
| American Century Companies Inc. | 0.04% | Add +11.8% | 1,143,382 | $69.5M |
| UBS Group AG | 0.01% | Reduce -12.8% | 1,020,907 | $62.1M |
| First Trust Advisors LP | 0.03% | Reduce -14.5% | 689,250 | $41.9M |
| Renaissance Technologies | 0.05% | Add +65.0% | 651,222 | $39.6M |
| Cookson Peirce & Co. Inc. | 1.73% | Reduce -2.6% | 646,724 | $39.3M |
| Crossmark Global Holdings, Inc. | 0.49% | Add +1.7% | 502,973 | $30.6M |
| JPMorgan Chase & Co. | 0.00% | Add +160.9% | 502,200 | $30.5M |
| O'shaughnessy Asset Management, LLC | 0.19% | Reduce -2.5% | 469,659 | $28.6M |
| QRG Capital Management, Inc. | 0.21% | Add +7.5% | 393,564 | $23.9M |
| Natixis Advisors, LLC | 0.04% | Reduce -1.6% | 386,314 | $23.5M |
| Qube Research & Technologies Ltd | 0.03% | Add +36.6% | 365,570 | $22.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +17.1% | 350,629 | $21.3M |
| Raymond James Financial Inc. | 0.01% | Add +1.2% | 338,050 | $20.6M |
| Creative Planning | 0.02% | Add +4.8% | 313,074 | $19.0M |
| GMO | 0.06% | Reduce -6.1% | 306,115 | $18.6M |
| 1832 Asset Management L.P. | 0.03% | No change | 303,500 | $18.4M |
| LPL Financial LLC | 0.01% | Add +28.3% | 299,844 | $18.2M |
| Capital Fund Management S.A. | 0.20% | Add +441.8% | 298,782 | $18.2M |
| Meritage Portfolio Management | 1.14% | Reduce -4.7% | 295,652 | $18.0M |
| Quantinno Capital Management LP | 0.08% | Add +5.6% | 289,763 | $17.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Reduce -25.7% | 288,231 | $17.5M |
| Bank of New York Mellon Corp | 0.00% | Add +3.8% | 288,062 | $17.5M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 279,437 | $17.0M |
| Franklin Resources Inc. | 0.00% | Reduce -8.4% | 271,011 | $16.5M |
| HighTower Advisors, LLC | 0.02% | Add +10.4% | 241,644 | $14.7M |
| Janney Capital Management LLC | 0.90% | Reduce -1.8% | 228,266 | $13.9M |
| BNP Paribas Financial Markets | 0.01% | Add +87.9% | 217,506 | $13.2M |
| Citadel Advisors | 0.01% | Add +84.8% | 217,379 | $13.2M |
| Mercer Global Advisors Inc. | 0.03% | Add +3.6% | 216,280 | $13.1M |
| Bank of Montreal | 0.01% | Add +175.6% | 209,666 | $12.7M |
| Mariner, LLC | 0.02% | Add +8.3% | 197,258 | $12.0M |
| Promethos Capital, LLC | 3.95% | Add +6.4% | 192,564 | $11.7M |
| Abc Arbitrage SA | 1.19% | Add +237.1% | 170,779 | $10.4M |
| Gunderson Capital Management LLC | 4.27% | Reduce -6.2% | 168,115 | $10.2M |
| American Assets Investment Management, LLC | 0.82% | No change | 166,918 | $10.1M |
| Pathstone Holdings, LLC | 0.04% | Reduce -3.7% | 159,153 | $9.7M |
| AQR Capital Management | 0.01% | Add +54.5% | 154,381 | $9.4M |
| Ethic Inc. | 0.16% | Reduce -11.9% | 150,385 | $9.1M |
| Ritholtz Wealth Management | 0.18% | Reduce -3.6% | 132,819 | $8.1M |
| Cwm, LLC | 0.03% | Reduce -1.3% | 129,095 | $7.8M |
| Sei Investments Co. | 0.01% | Add +9.2% | 125,767 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -40.6% | 119,764 | $7.3M |
| M&T Bank Corp | 0.03% | Add +2.4% | 119,757 | $7.3M |
| Stifel Financial Corp. | 0.01% | Reduce -10.9% | 118,474 | $7.2M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +8.2% | 117,639 | $7.2M |
| US Bancorp \de | 0.01% | Reduce -0.6% | 110,001 | $6.7M |
| Hennessy Advisors Inc. | 0.22% | No change | 108,100 | $6.6M |
| Manatuck Hill Partners, LLC | 2.46% | No change | 107,448 | $6.5M |
| Two Sigma Advisers, LP | 0.01% | Add +13.4% | 104,900 | $6.4M |
| National Bank of Canada | 0.01% | Add +470.8% | 103,087 | $6.3M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.50% | Add +25.0% | 99,500 | $6.0M |
| Cerity Partners LLC | 0.01% | Add +3.1% | 98,708 | $6.0M |
| Quadrant Capital Group LLC | 0.21% | Reduce -17.0% | 96,273 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.3% | 92,476 | $5.6M |
| Aquatic Capital Management LLC | 0.11% | Add +579.0% | 90,445 | $5.5M |
| Naviter Wealth, LLC | 0.63% | Add +3.1% | 84,074 | $5.1M |
| MML Investors Services, LLC | 0.01% | Add +40.1% | 83,698 | $5.1M |
| Truist Financial Corp. | 0.01% | Reduce -3.6% | 80,884 | $4.9M |
| Vident Advisory, LLC | 0.05% | Add +11.6% | 76,506 | $4.7M |
| Callan Family Office, LLC | 0.13% | Add +266.1% | 69,112 | $4.2M |
| SIH Partners, LLLP | 0.40% | No change | 69,098 | $4.2M |
| Limestone Investment Advisors LP | 1.89% | — | 69,037 | $4.2M |
| Neuberger Berman Group LLC | 0.00% | Add +33.4% | 63,221 | $3.8M |
| AMJ Financial Wealth Management | 0.96% | New | 62,213 | $3.8M |
| Old Port Advisors | 1.01% | Reduce -3.6% | 60,838 | $3.7M |
| Compound Planning, Inc. | 0.14% | Add +6.6% | 60,421 | $3.7M |
| Stamos Capital Partners, L.P. | 0.66% | Add +17.4% | 60,218 | $3.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.16% | — | 59,484 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.8% | 59,218 | $3.6M |
| Signaturefd, LLC | 0.06% | Add +0.6% | 59,106 | $3.6M |
| Catalyst Capital Advisors LLC | 0.07% | Reduce -4.4% | 57,805 | $3.5M |
| Barclays PLC | 0.00% | Add +352.9% | 57,628 | $3.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +1.7% | 56,756 | $3.5M |
| TD Waterhouse Canada Inc. | 0.02% | Add +353.3% | 56,459 | $3.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.1% | 55,054 | $3.3M |
| Americana Partners, LLC | 0.12% | Reduce -3.7% | 54,952 | $3.3M |
| TrueMark Investments, LLC | 0.71% | Add +18.3% | 53,870 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.2% | 51,976 | $3.2M |
| Parallax Volatility Advisers, L.P. | 0.15% | Reduce -58.1% | 50,351 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +8.9% | 49,237 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -20.8% | 47,816 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +20.1% | 46,718 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +31.8% | 46,695 | $2.8M |
| Oppenheimer & Co. Inc. | 0.04% | Add +7.7% | 46,516 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Add +7.3% | 46,031 | $2.8M |
| Forum Financial Management, LP | 0.04% | Add +2.1% | 44,246 | $2.7M |
| LSV Asset Management | 0.01% | New | 42,600 | $2.6M |
| Cibc World Market Inc. | 0.01% | Add +10.7% | 42,179 | $2.6M |
| Castleark Management LLC | 0.08% | Reduce -50.0% | 42,100 | $2.6M |
"% 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.