HSBC Holdings PLC-Spons ADRHSBC

13F holders, Q1 2026 (March 31)
646holders +30
77new positions
46sold out
6famous investors
$82.49avg. 13F price*

At the end of Q1 2026, 646 institutions reported holding HSBC Holdings PLC-Spons ADR (HSBC) in their 13F filings, up 30 from Q4 2025. 77 opened new positions and 46 sold out. The largest holders were Fisher Asset Management ($1.5B), Dimensional Fund Advisors LP ($822.6M) and Morgan Stanley ($631.7M). 6 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
HSBC Holdings PLC-Spons ADR
Filed as
HSBC HLDGS PLC (Q1 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions77$66.8M
Exits46$62.1M

All 13F filers, Q4 2025 → Q1 2026: 6,886,879 shares bought and 4,795,760 shares sold, net +2,091,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 646 holders

Fisher Asset Management 0.51% Add +2.3% 18,202,800 $1.5B
Dimensional Fund Advisors LP 0.17% Reduce -3.8% 9,972,221 $822.6M
Morgan Stanley 0.04% Add +2.3% 7,658,493 $631.7M
Goldman Sachs Group Inc. 0.05% Reduce -21.7% 4,630,433 $382.0M
FMR LLC 0.02% Add +20.2% 3,776,696 $311.5M
Northern Trust Corp. 0.03% Add +1.3% 3,047,482 $251.4M
Sanders Capital, LLC 0.28% Reduce -2.8% 2,807,030 $231.6M
BlackRock, Inc. 0.00% Reduce -3.2% 2,563,845 $211.5M
Bank of America Corp. 0.01% Add +5.5% 2,385,883 $196.8M
American Century Companies Inc. 0.07% Add +15.8% 1,667,686 $137.6M
Clearbridge Investments, LLC 0.11% Add +6.7% 1,539,807 $127.0M
Royal Bank of Canada 0.02% Add +17.3% 1,304,192 $107.6M
Connor, Clark & Lunn Investment Management Ltd. 0.18% Add +30.9% 936,567 $77.3M
O'shaughnessy Asset Management, LLC 0.26% Add +7.3% 633,809 $52.3M
UBS Group AG 0.01% Add +70.4% 608,194 $50.2M
Cookson Peirce & Co. Inc. 2.07% Reduce -3.3% 593,877 $49.0M
Charles Schwab Investment Management Inc. 0.01% Add +19.4% 579,607 $47.8M
Raymond James Financial Inc. 0.01% Reduce -0.8% 551,177 $45.4M
Quantinno Capital Management LP 0.07% Add +20.9% 525,775 $43.4M
Renaissance Technologies 0.07% Add +391.6% 524,122 $43.2M
First Trust Advisors LP 0.03% Add +1.4% 500,505 $41.3M
Contrarian Capital Management, L.L.C. 11.13% Reduce -62.0% 481,063 $39.7M
Envestnet Asset Management Inc. 0.01% Add +34.4% 469,123 $38.7M
Wells Fargo & Company 0.01% Reduce -1.3% 464,649 $38.3M
JPMorgan Chase & Co. 0.00% Add +36.1% 481,751 $38.2M
Crossmark Global Holdings, Inc. 0.54% Reduce -4.8% 444,475 $36.7M
Citigroup Inc. 0.02% Add +1728.3% 415,108 $34.2M
Natixis Advisors, LLC 0.05% Reduce -0.1% 406,801 $33.6M
LPL Financial LLC 0.01% Reduce -1.7% 377,367 $31.1M
Marshall Wace, LLP 0.03% Add +100.2% 338,412 $27.9M
Bank of Montreal 0.01% Add +130.2% 336,940 $27.8M
AQR Capital Management 0.01% Add +11.4% 328,625 $27.1M
Creative Planning 0.02% Reduce -0.5% 316,683 $26.1M
Bank of New York Mellon Corp 0.00% Reduce -1.6% 314,818 $26.0M
Jane Street Group, LLC 0.03% Add +492.1% 312,086 $25.7M
Millennium Management 0.02% Reduce -41.4% 310,370 $25.6M
BNP Paribas Financial Markets 0.02% Add +128.3% 305,338 $25.2M
1832 Asset Management L.P. 0.03% Reduce -2.2% 291,683 $24.1M
Abc Arbitrage SA 3.11% Reduce -21.4% 283,097 $23.4M
Susquehanna International Group, LLP 0.03% Add +749.2% 258,475 $21.3M
HighTower Advisors, LLC 0.02% Reduce -4.1% 255,494 $21.1M
Janney Montgomery Scott LLC 0.05% Add +843.7% 242,762 $20.0M
QRG Capital Management, Inc. 0.20% Add +4.0% 233,194 $19.2M
Mariner, LLC 0.02% Add +6.7% 218,893 $18.0M
Capital Fund Management S.A. 0.16% Reduce -18.3% 216,957 $17.9M
Foresight Global Investors, Inc. 11.31% Reduce -28.0% 211,095 $17.4M
Franklin Resources Inc. 0.00% Reduce -19.3% 210,569 $17.4M
Mercer Global Advisors Inc. 0.03% Add +1.2% 206,234 $17.0M
Beck Bode, LLC 2.86% New 204,934 $16.9M
Qube Research & Technologies Ltd 0.02% Reduce -44.2% 201,660 $16.6M
Promethos Capital, LLC 4.41% Reduce -0.2% 199,092 $16.4M
Captrust Financial Advisors 0.03% Add +695.2% 187,427 $15.5M
Pathstone Holdings, LLC 0.06% Add +5.6% 176,236 $14.6M
Ritholtz Wealth Management 0.25% Add +8.7% 174,773 $14.4M
Cwm, LLC 0.04% Reduce -5.3% 173,240 $14.3M
US Bancorp \de 0.02% Add +3.8% 172,327 $14.2M
American Assets Investment Management, LLC 0.93% No change 166,918 $13.8M
Ethic Inc. 0.21% Add +2.6% 158,702 $13.1M
Two Sigma Investments, LP 0.01% New 148,299 $12.2M
Sei Investments Co. 0.01% Add +3.2% 142,229 $11.7M
Ameriprise Financial Inc. 0.00% Add +10.2% 137,585 $11.5M
SG Americas Securities, LLC 0.01% Reduce -5.0% 137,925 $11.4M
Old Mission Capital LLC 0.27% Add +191.3% 137,845 $11.4M
Tredje AP-fonden 0.06% Add +54.1% 133,889 $11.0M
Cerity Partners LLC 0.02% Add +8.0% 129,896 $10.7M
Vanguard Personalized Indexing Management, LLC 0.10% Reduce -1.0% 129,488 $10.7M
M&T Bank Corp 0.03% Add +0.2% 120,532 $9.9M
Vident Advisory, LLC 0.08% Add +57.9% 116,003 $9.6M
Manatuck Hill Partners, LLC 2.90% No change 107,448 $8.9M
Citadel Advisors 0.01% Add +51.9% 104,866 $8.7M
MML Investors Services, LLC 0.02% Reduce -15.3% 104,460 $8.6M
Orion Porfolio Solutions, LLC 0.07% Add +4.0% 102,919 $8.5M
Brooklyn Investment Group 0.26% Add +34.2% 102,274 $8.4M
Laird Norton Wetherby Trust Company, LLC 0.18% Add +2.0% 99,451 $8.4M
Stifel Financial Corp. 0.01% Reduce -21.9% 95,295 $7.9M
Barclays PLC 0.00% Add +14224.2% 94,683 $7.8M
Russell Investments Group, Ltd. 0.01% Add +22.0% 93,856 $7.7M
Truist Financial Corp. 0.01% Add +2.2% 89,375 $7.4M
National Bank of Canada 0.01% Reduce -24.5% 87,301 $7.2M
HRT Financial LP 0.02% Reduce -50.7% 86,944 $7.2M
Neuberger Berman Group LLC 0.01% Add +32.4% 83,222 $6.9M
Callan Family Office, LLC 0.15% Add +1.4% 79,568 $6.6M
Factory Mutual Insurance Co. 0.07% No change 77,552 $6.4M
Naviter Wealth, LLC 0.80% Add +4.1% 75,156 $6.4M
Compound Planning, Inc. 0.19% Add +1.7% 75,875 $6.3M
Americana Partners, LLC 0.16% Add +36.8% 74,548 $6.1M
Cetera Investment Advisers 0.01% Add +7.2% 74,492 $6.1M
Hennessy Advisors Inc. 0.22% Reduce -28.4% 72,200 $6.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.6% 70,960 $5.9M
PNC Financial Services Group, Inc. 0.00% Add +12.8% 69,462 $5.7M
NewEdge Wealth, LLC 0.07% Add +6.0% 67,698 $5.6M
New York State Common Retirement Fund 0.01% Reduce -25.1% 64,196 $5.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.27% Reduce -6.4% 63,021 $5.2M
Gradient Investments LLC 0.08% Add +120.2% 60,673 $5.0M
Sequoia Financial Advisors, LLC 0.03% Reduce -4.1% 59,204 $4.9M
Old Port Advisors 1.12% Reduce -0.9% 59,040 $4.9M
Signaturefd, LLC 0.07% Reduce -1.3% 58,089 $4.8M
Ieq Capital, LLC 0.02% Add +14.0% 56,648 $4.7M
Vise Technologies, Inc. 0.09% No change 58,865 $4.6M
Limestone Investment Advisors LP 2.27% No change 56,037 $4.6M

"% 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 646 holders