HSBC Holdings PLC-Spons ADRHSBC
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 555 institutions reported holding HSBC Holdings PLC-Spons ADR (HSBC) in their 13F filings, up 42 from Q2 2025. 94 opened new positions and 47 sold out. The largest holders were Fisher Asset Management ($1.2B), Dimensional Fund Advisors LP ($750.7M) and Morgan Stanley ($460.7M). 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 (Q3 2025)
- CUSIP
- 404280406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $109.0M |
| Exits | 47 | $19.3M |
All 13F filers, Q2 2025 → Q3 2025: 5,447,432 shares bought and 2,967,324 shares sold, net +2,480,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 555 holders
| Fisher Asset Management | 0.45% | Add +2.1% | 17,398,460 | $1.2B |
| Dimensional Fund Advisors LP | 0.16% | Add +1.8% | 10,575,644 | $750.7M |
| Morgan Stanley | 0.03% | Add +3.2% | 6,490,410 | $460.7M |
| Goldman Sachs Group Inc. | 0.06% | Add +11.2% | 6,230,549 | $442.2M |
| FMR LLC | 0.01% | Add +6.9% | 3,590,655 | $254.9M |
| Northern Trust Corp. | 0.03% | Add +4.7% | 3,045,134 | $216.1M |
| Sanders Capital, LLC | 0.26% | Reduce -0.1% | 2,970,010 | $210.8M |
| BlackRock, Inc. | 0.00% | Reduce -1.7% | 2,892,942 | $205.3M |
| Bank of America Corp. | 0.01% | Reduce -2.0% | 2,067,792 | $146.8M |
| American Century Companies Inc. | 0.05% | Add +14.7% | 1,311,820 | $93.1M |
| Contrarian Capital Management, L.L.C. | 22.67% | No change | 1,265,656 | $89.8M |
| Royal Bank of Canada | 0.01% | Reduce -6.4% | 1,172,224 | $83.2M |
| Clearbridge Investments, LLC | 0.04% | New | 815,859 | $57.9M |
| Cookson Peirce & Co. Inc. | 1.82% | Reduce -3.5% | 623,969 | $44.3M |
| First Trust Advisors LP | 0.03% | Reduce -17.1% | 571,711 | $40.6M |
| O'shaughnessy Asset Management, LLC | 0.22% | Add +14.6% | 538,238 | $38.2M |
| Renaissance Technologies | 0.05% | Reduce -24.6% | 490,922 | $34.8M |
| Crossmark Global Holdings, Inc. | 0.51% | Reduce -4.5% | 480,138 | $34.1M |
| Raymond James Financial Inc. | 0.01% | Add +34.6% | 455,088 | $32.3M |
| Natixis Advisors, LLC | 0.04% | Add +11.8% | 431,717 | $30.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +19.9% | 420,227 | $29.8M |
| Wells Fargo & Company | 0.01% | Add +40.0% | 391,129 | $27.8M |
| Quantinno Capital Management LP | 0.07% | Add +25.1% | 362,358 | $25.7M |
| Bank of New York Mellon Corp | 0.00% | Add +21.2% | 349,242 | $24.8M |
| LPL Financial LLC | 0.01% | Add +13.4% | 340,051 | $24.1M |
| GMO | 0.07% | Add +9.7% | 335,746 | $23.8M |
| Capital Fund Management S.A. | 0.23% | Add +10.3% | 329,535 | $23.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.8% | 317,512 | $22.5M |
| Creative Planning | 0.02% | Add +0.4% | 314,384 | $22.3M |
| UBS Group AG | 0.00% | Reduce -70.5% | 301,114 | $21.4M |
| Meritage Portfolio Management | 1.42% | Add +1.3% | 299,509 | $21.3M |
| 1832 Asset Management L.P. | 0.04% | Reduce -1.8% | 298,000 | $21.2M |
| HighTower Advisors, LLC | 0.02% | Add +9.9% | 265,644 | $18.9M |
| Franklin Resources Inc. | 0.00% | Reduce -3.8% | 260,684 | $18.5M |
| AQR Capital Management | 0.01% | Add +61.4% | 249,240 | $17.7M |
| Abc Arbitrage SA | 1.71% | Add +43.0% | 244,169 | $17.3M |
| Bank of Montreal | 0.01% | Add +13.6% | 238,083 | $16.9M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -37.6% | 227,924 | $16.2M |
| QRG Capital Management, Inc. | 0.19% | Reduce -42.8% | 225,324 | $16.0M |
| Janney Capital Management LLC | 0.99% | Reduce -1.5% | 224,891 | $16.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +141.1% | 222,916 | $15.8M |
| Promethos Capital, LLC | 3.92% | Add +8.4% | 208,811 | $14.6M |
| Mariner, LLC | 0.02% | Add +1.1% | 199,379 | $14.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -8.5% | 197,926 | $14.0M |
| Millennium Management | 0.01% | Add +1346.1% | 185,641 | $13.2M |
| Foresight Global Investors, Inc. | 7.60% | New | 180,475 | $12.8M |
| American Assets Investment Management, LLC | 0.87% | No change | 166,918 | $11.8M |
| Pathstone Holdings, LLC | 0.04% | Add +2.4% | 162,986 | $11.6M |
| Gunderson Capital Management LLC | 4.23% | Reduce -3.7% | 161,909 | $11.5M |
| Ethic Inc. | 0.18% | Add +0.5% | 151,070 | $10.7M |
| US Bancorp \de | 0.01% | Add +37.3% | 150,996 | $10.7M |
| Ritholtz Wealth Management | 0.19% | Add +5.7% | 140,354 | $10.0M |
| Sei Investments Co. | 0.01% | Add +6.0% | 133,251 | $9.5M |
| Vanguard Personalized Indexing Management, LLC | 0.09% | Add +6.1% | 124,835 | $8.9M |
| Cwm, LLC | 0.03% | Reduce -5.0% | 122,708 | $8.7M |
| M&T Bank Corp | 0.03% | Add +0.4% | 120,239 | $8.5M |
| AMJ Financial Wealth Management | 2.04% | Add +91.0% | 118,837 | $8.4M |
| Stifel Financial Corp. | 0.01% | Reduce -1.8% | 116,368 | $8.3M |
| National Bank of Canada | 0.01% | Add +7.7% | 111,004 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.9% | 110,310 | $7.8M |
| MML Investors Services, LLC | 0.02% | Add +31.3% | 109,926 | $7.8M |
| Cerity Partners LLC | 0.01% | Add +9.4% | 108,040 | $7.7M |
| Manatuck Hill Partners, LLC | 2.59% | No change | 107,448 | $7.6M |
| Hennessy Advisors Inc. | 0.26% | Reduce -1.6% | 106,400 | $7.6M |
| Two Sigma Advisers, LP | 0.01% | Reduce -0.8% | 104,100 | $7.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -64.4% | 102,659 | $7.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -53.9% | 100,179 | $7.1M |
| Naviter Wealth, LLC | 0.72% | Add +3.1% | 86,705 | $6.2M |
| Truist Financial Corp. | 0.01% | Add +5.1% | 84,990 | $6.0M |
| TD Waterhouse Canada Inc. | 0.04% | Add +46.8% | 82,898 | $5.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +58.3% | 77,938 | $5.5M |
| Factory Mutual Insurance Co. | 0.05% | New | 77,552 | $5.5M |
| Vident Advisory, LLC | 0.05% | Reduce -0.1% | 76,420 | $5.4M |
| Shilanski & Associates, Inc. | 1.37% | New | 72,432 | $5.1M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.39% | Reduce -27.6% | 72,000 | $5.1M |
| SIH Partners, LLLP | 0.43% | No change | 69,098 | $4.9M |
| Limestone Investment Advisors LP | 2.31% | No change | 69,037 | $4.9M |
| Compound Planning, Inc. | 0.16% | Add +13.4% | 68,535 | $4.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.9% | 66,278 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +71.0% | 63,774 | $4.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +34.1% | 62,625 | $4.4M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +8.2% | 61,429 | $4.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.0% | 61,104 | $4.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.17% | Add +1.0% | 60,083 | $4.3M |
| Old Port Advisors | 1.06% | Reduce -2.6% | 59,261 | $4.2M |
| Signaturefd, LLC | 0.07% | Add +0.2% | 59,233 | $4.2M |
| Callan Family Office, LLC | 0.13% | Reduce -18.5% | 56,337 | $4.0M |
| Catalyst Capital Advisors LLC | 0.08% | Reduce -3.9% | 55,550 | $3.9M |
| New York State Common Retirement Fund | 0.01% | Add +968.4% | 55,429 | $3.9M |
| Americana Partners, LLC | 0.12% | Reduce -0.1% | 54,876 | $3.9M |
| NewEdge Wealth, LLC | 0.06% | Add +114.5% | 54,855 | $3.9M |
| Caprock Group, LLC | 0.10% | — | 59,569 | $3.9M |
| Corient Private Wealth LP | 0.01% | Add +39.5% | 54,104 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +70.4% | 54,818 | $3.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -15.8% | 53,251 | $3.8M |
| Jackson Wealth Management, LLC | 0.36% | New | 50,188 | $3.6M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +63.4% | 49,410 | $3.5M |
| TrueMark Investments, LLC | 0.57% | Reduce -13.7% | 46,502 | $3.3M |
| Ieq Capital, LLC | 0.01% | Add +69.6% | 45,978 | $3.3M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -1.4% | 45,870 | $3.3M |
"% 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.