HSBC Holdings PLC-Spons ADRHSBC

13F holders, Q3 2025 (September 30)
555holders +42
94new positions
47sold out
6famous investors
$70.95avg. 13F price*

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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions94$109.0M
Exits47$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.

Show all 555 holders