Also trades as: HSBA.L (LSE) · $vol 377M · 0005.HK (HKSE) · $vol 213M · HBC1.DE (XETRA) · $vol 4M · HBCYF (OTC) · $vol 0M
HSBC Institutional Ownership
HSBC Holdings plc
1W: -7.3%
1M: -15.0%
3M: -16.2%
YTD: +6.9%
1Y: +29.3%
3Y: +168.9%
5Y: +274.1%
$86.01
-5.20 (-5.70%)
Weekly Expected Move ±3.3%
$85
$88
$91
$94
$97
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $4.00B held by 888 funds, 92 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — HSBC
774
Institutional Holders
+73 vs prior quarter
0.0%
Ownership
+0.00pp
$8B
Total Invested
128
New Positions
278
Increased
237
Reduced
52
Closed
0.95
Put/Call Ratio
Ownership Trends
Top Institutional Holders (813 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 18,572,508 | $1.6B | +369,708 | +2.0% | 6Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 9,812,755 | $844M | -159,466 | -1.6% | 86Q | SEC ↗ |
| 3 | MORGAN STANLEY | 8,077,493 | $695M | +419,000 | +5.5% | 60Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC | 5,658,007 | $487M | +1,027,574 | +22.2% | 15Q | SEC ↗ |
| 5 | FMR LLC | 4,336,546 | $373M | +559,850 | +14.8% | 107Q | SEC ↗ |
| 6 | NORTHERN TRUST CORP | 3,012,114 | $259M | -35,368 | -1.2% | 108Q | SEC ↗ |
| 7 | Sanders Capital, LLC | 2,632,430 | $226M | -174,600 | -6.2% | 13Q | SEC ↗ |
| 8 | BlackRock, Inc. | 2,480,130 | $213M | -83,715 | -3.3% | 8Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 2,399,615 | $206M | +13,732 | +0.6% | 15Q | SEC ↗ |
| 10 | AMERICAN CENTURY COMPANIES INC | 1,665,928 | $143M | -1,758 | -0.1% | 15Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 1,283,561 | $110M | -20,631 | -1.6% | 87Q | SEC ↗ |
| 12 | Clearbridge Investments, LLC | 1,057,593 | $91M | -482,214 | -31.3% | 4Q | SEC ↗ |
| 13 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 716,556 | $62M | +82,747 | +13.1% | 27Q | SEC ↗ |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 667,970 | $57M | +88,363 | +15.2% | 15Q | SEC ↗ |
| 15 | Sixth Street Partners Management Compa NEW | 667,970 | $57M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Quantinno Capital Management LP | 605,426 | $52M | +79,651 | +15.1% | 15Q | SEC ↗ |
| 17 | COOKSON PEIRCE & CO INC | 594,134 | $51M | +257 | +0.0% | 14Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 574,663 | $49M | +92,912 | +19.3% | 103Q | SEC ↗ |
| 19 | UBS Group AG | 463,366 | $40M | -144,828 | -23.8% | 47Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 445,799 | $38M | -105,378 | -19.1% | 7Q | SEC ↗ |
| 21 | Tredje AP-fonden | 441,900 | $38M | +308,011 | +230.0% | 3Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 439,037 | $38M | -30,086 | -6.4% | 79Q | SEC ↗ |
| 23 | WELLS FARGO & COMPANY/MN | 438,944 | $38M | -25,705 | -5.5% | 101Q | SEC ↗ |
| 24 | NATIXIS ADVISORS, LLC | 436,721 | $38M | +29,920 | +7.4% | 96Q | SEC ↗ |
| 25 | 1832 Asset Management L.P. | 433,579 | $37M | +141,896 | +48.6% | 6Q | SEC ↗ |
| 26 | Crossmark Global Holdings, Inc. | 433,418 | $37M | -11,057 | -2.5% | 36Q | SEC ↗ |
| 27 | RENAISSANCE TECHNOLOGIES LLC | 419,122 | $36M | -105,000 | -20.0% | 36Q | SEC ↗ |
| 28 | AQR CAPITAL MANAGEMENT LLC | 413,625 | $36M | +85,000 | +25.9% | 10Q | SEC ↗ |
| 29 | BANK OF MONTREAL /CAN | 408,789 | $35M | +71,849 | +21.3% | 37Q | SEC ↗ |
| 30 | FIRST TRUST ADVISORS LP | 397,504 | $34M | -103,001 | -20.6% | 7Q | SEC ↗ |
| 31 | Connor, Clark & Lunn Investment Manage | 392,331 | $34M | -544,236 | -58.1% | 13Q | SEC ↗ |
| 32 | LPL Financial LLC | 370,766 | $32M | -6,601 | -1.7% | 68Q | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 342,206 | $29M | +140,546 | +69.7% | 12Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 326,206 | $28M | +11,388 | +3.6% | 76Q | SEC ↗ |
| 35 | Creative Planning | 313,988 | $27M | -2,695 | -0.9% | 59Q | SEC ↗ |
| 36 | ABC ARBITRAGE SA | 283,637 | $24M | +540 | +0.2% | 7Q | SEC ↗ |
| 37 | QRG CAPITAL MANAGEMENT, INC. | 264,385 | $23M | +31,191 | +13.4% | 12Q | SEC ↗ |
| 38 | HighTower Advisors, LLC | 251,966 | $22M | -3,528 | -1.4% | 58Q | SEC ↗ |
| 39 | Janney Montgomery Scott LLC | 240,037 | $21M | -2,725 | -1.1% | 69Q | SEC ↗ |
| 40 | Promethos Capital, LLC | 235,463 | $20M | +36,371 | +18.3% | 11Q | SEC ↗ |
| 41 | Foresight Global Investors, Inc. | 213,514 | $18M | +2,419 | +1.1% | 4Q | SEC ↗ |
| 42 | Mariner, LLC | 212,178 | $18M | -6,715 | -3.1% | 19Q | SEC ↗ |
| 43 | Beck Bode, LLC | 208,170 | $18M | +3,236 | +1.6% | 2Q | SEC ↗ |
| 44 | MERCER GLOBAL ADVISORS INC /ADV | 200,940 | $17M | -5,294 | -2.6% | 22Q | SEC ↗ |
| 45 | RITHOLTZ WEALTH MANAGEMENT | 188,863 | $16M | +14,090 | +8.1% | 22Q | SEC ↗ |
| 46 | CAPTRUST FINANCIAL ADVISORS | 188,290 | $16M | +863 | +0.5% | 15Q | SEC ↗ |
| 47 | Pathstone Holdings, LLC | 174,752 | $15M | -1,484 | -0.8% | 11Q | SEC ↗ |
| 48 | Ethic Inc. | 174,381 | $15M | +15,679 | +9.9% | 27Q | SEC ↗ |
| 49 | CWM, LLC | 173,240 | $15M | -9,635 | -5.3% | 18Q | SEC ↗ |
| 50 | American Assets Investment Management, | 166,918 | $14M | — | +0.0% | 41Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 667,970 | $57M |
| Nuveen, LLC | 145,568 | $13M |
| NOMURA HOLDINGS INC | 140,648 | $12M |
| Bellars Harris Wealth Management, L | 84,607 | $7M |
| Optiver Holding B.V. | 72,877 | $6M |
| Caprock Group, LLC | 65,562 | $6M |
| FLOW TRADERS U.S. LLC | 52,603 | $5M |
| Engineers Gate Manager LP | 46,403 | $4M |
| GQG Partners LLC | 37,717 | $3M |
| AGF MANAGEMENT LTD | 25,396 | $2M |
| FCG Investment Co | 22,945 | $2M |
| Global Retirement Partners, LLC | 20,581 | $2M |
| OneAscent Investment Solutions LLC | 18,588 | $2M |
| SOA Wealth Advisors, LLC. | 15,748 | $1M |
| NorthCrest Asset Manangement, LLC | 13,453 | $1M |
| 71 West Capital Partners | 10,234 | $880K |
| Schonfeld Strategic Advisors LLC | 9,088 | $782K |
| Larry Mathis Financial Planning, LL | 8,506 | $732K |
| LORING WOLCOTT & COOLIDGE FIDUCIARY | 8,000 | $688K |
| Caitong International Asset Managem | 7,743 | $666K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CONTRARIAN CAPITAL MANAGEMENT, L.L. | 481,063 | $41M |
| MARSHALL WACE, LLP | 338,412 | $29M |
| CAPITAL FUND MANAGEMENT S.A. | 216,957 | $19M |
| CITADEL ADVISORS LLC | 104,866 | $9M |
| Campbell & CO Investment Adviser LL | 94,331 | $8M |
| Balyasny Asset Management L.P. | 84,943 | $7M |
| Forum Financial Management, LP | 44,246 | $4M |
| BAROMETER CAPITAL MANAGEMENT INC. | 41,574 | $4M |
| Myriad Asset Management Advisors LL | 41,198 | $4M |
| Aquatic Capital Management LLC | 36,677 | $3M |
| NorthCoast Asset Management LLC | 22,078 | $2M |
| IMC-Chicago, LLC | 21,948 | $2M |
| Mork Capital Management, LLC | 20,300 | $2M |
| Virtu Financial LLC | 19,960 | $2M |
| SIMPLEX TRADING, LLC | 17,986 | $2M |
| FIG FINANCIAL ADVISORY SERVICES INC | 15,534 | $1M |
| Entropy Technologies, LP | 14,925 | $1M |
| HighPoint Advisor Group LLC | 14,665 | $1M |
| EDGAR LOMAX CO/VA | 12,845 | $1M |
| GC Wealth Management RIA, LLC | 12,390 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +1,027,574 | +22.2% | 5,658,007 |
| FMR LLC | +559,850 | +14.8% | 4,336,546 |
| MORGAN STANLEY | +419,000 | +5.5% | 8,077,493 |
| Fisher Asset Management, LLC | +369,708 | +2.0% | 18,572,508 |
| Tredje AP-fonden | +308,011 | +230.0% | 441,900 |
| 1832 Asset Management L.P. | +141,896 | +48.6% | 433,579 |
| Qube Research & Technologies Ltd | +140,546 | +69.7% | 342,206 |
| MANNING & NAPIER ADVISORS LLC | +120,123 | +51116.2% | 120,358 |
| TD Waterhouse Canada Inc. | +103,381 | +476.1% | 125,095 |
| JPMORGAN CHASE & CO | +92,912 | +19.3% | 574,663 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +88,363 | +15.2% | 667,970 |
| AQR CAPITAL MANAGEMENT LLC | +85,000 | +25.9% | 413,625 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | +82,747 | +13.1% | 716,556 |
| Quantinno Capital Management LP | +79,651 | +15.1% | 605,426 |
| BANK OF MONTREAL /CAN | +71,849 | +21.3% | 408,789 |
| Parallax Volatility Advisers, L.P. | +64,698 | +511.8% | 77,340 |
| NATIONAL BANK OF CANADA /FI | +37,785 | +43.3% | 125,086 |
| Promethos Capital, LLC | +36,371 | +18.3% | 235,463 |
| Lester Murray Antman dba SimplyRich | +36,238 | +289.8% | 48,742 |
| NewEdge Wealth, LLC | +34,455 | +50.9% | 102,153 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Connor, Clark & Lunn Investment Man | -544,236 | -58.1% | 392,331 |
| Clearbridge Investments, LLC | -482,214 | -31.3% | 1,057,593 |
| JANE STREET GROUP, LLC | -308,686 | -98.9% | 3,400 |
| CITIGROUP INC | -279,918 | -67.4% | 135,190 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -227,143 | -87.9% | 31,332 |
| Sanders Capital, LLC | -174,600 | -6.2% | 2,632,430 |
| BNP PARIBAS FINANCIAL MARKETS | -172,307 | -56.4% | 133,031 |
| DIMENSIONAL FUND ADVISORS LP | -159,466 | -1.6% | 9,812,755 |
| MILLENNIUM MANAGEMENT LLC | -148,680 | -47.9% | 161,690 |
| UBS Group AG | -144,828 | -23.8% | 463,366 |
| SG Americas Securities, LLC | -124,928 | -90.6% | 12,997 |
| RAYMOND JAMES FINANCIAL INC | -105,378 | -19.1% | 445,799 |
| RENAISSANCE TECHNOLOGIES LLC | -105,000 | -20.0% | 419,122 |
| FIRST TRUST ADVISORS LP | -103,001 | -20.6% | 397,504 |
| FRANKLIN RESOURCES INC | -98,204 | -46.6% | 112,365 |
| BARCLAYS PLC | -92,624 | -97.8% | 2,059 |
| BlackRock, Inc. | -83,715 | -3.3% | 2,480,130 |
| OLD MISSION CAPITAL LLC | -72,275 | -52.4% | 65,570 |
| Limestone Investment Advisors LP | -54,887 | -97.9% | 1,150 |
| Jackson Wealth Management, LLC | -49,405 | -93.4% | 3,487 |