HSBC Holdings PLC-Spons ADRHSBC

13F holders, Q2 2025 (June 30)
513holders +6
63new positions
54sold out
6famous investors
$60.78avg. 13F price*

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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions63$26.4M
Exits54$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.

Show all 513 holders