— Know what they know.
Not Investment Advice
Also trades as: HSBA.L (LSE) · $vol 378M · 0005.HK (HKSE) · $vol 215M · HBC1.DE (XETRA) · $vol 4M · HBCYF (OTC) · $vol 0M

HSBC Smart Money

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%)
Pre-Market: $85.62 (-0.39, -0.45%)
Weekly Expected Move ±3.3%
$85 $88 $91 $94 $97
NYSE · Financial Services · Banks - Diversified · Tech Score Sell · Power 35 · $294.8B mcap · 3.43B float · 0.041% daily turnover · Short 40% of daily vol
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.

🏦 Institutional Activity

Latest: Q2 2026
774
Institutions Holding
+73 vs prior
2.7%
Ownership
+0.37%
128 New
278 Increased
237 Reduced
52 Closed

👔 Insider Trades

2 records
Date Name Title Type Shares Price Value Filing
2026-05-07 Palomaki Daniel Scott officer: global financial controller S-Sale 23,123 $18.11 $419K Filing
2026-03-27 Bingham Jonathan officer: global financial controller P-Purchase 13 $15.81 $205 Filing

🏛️ Congressional Trades

25 records
Date Politician Chamber Type Amount Filing
2026-01-09 Ro Khanna House Buy $1,001 - $15,000 Filing
2025-10-14 Lisa C. McClain House Sell $1,001 - $15,000 Filing
2025-06-17 Lisa McClain House Buy $1,001 - $15,000 Filing
2025-06-16 Lisa C. McClain House Buy $1,001 - $15,000 Filing
2025-04-21 Bruce Westerman House Sell $1,001 - $15,000 Filing
2025-04-20 Bruce Westerman House Sell $1,001 - $15,000 Filing
2025-03-03 Bruce Westerman House Buy $1,001 - $15,000 Filing
2025-03-02 Bruce Westerman House Buy $1,001 - $15,000 Filing
2025-02-27 Vicente Gonzalez House Sell $15,001 - $50,000 Filing
2025-02-27 Charles A. Gonzalez House Sell $15,001 - $50,000 Filing
2024-03-08 Ro Khanna House Buy $1,001 - $15,000 Filing
2023-10-13 Ro Khanna House Buy $1,001 - $15,000 Filing
2023-07-10 Daniel Goldman House Sell $100,001 - $250,000 Filing
2023-06-22 Ro Khanna House Buy $1,001 - $15,000 Filing
2023-06-22 Ro Khanna House Buy $100,001 - $250,000 Filing
2023-05-30 Ro Khanna House Buy $15,001 - $50,000 Filing
2023-04-14 Ro Khanna House Sell $1,001 - $15,000 Filing
2023-03-10 Ro Khanna House Buy $1,001 - $15,000 Filing
2023-02-27 Daniel Goldman House Buy $1,001 - $15,000 Filing
2023-02-10 Ro Khanna House Buy $15,001 - $50,000 Filing
2022-02-25 Thomas R. Carper Senate Sell $15,001 - $50,000 Filing
2021-02-16 Peter Meijer House Sell $1,001 - $15,000 Filing
2020-11-13 Greg Gianforte House Sell $50,001 - $100,000 Filing
2020-10-22 Katherine M. Clark House Sell $1,001 - $15,000 Filing
2020-03-27 Greg Gianforte House Sell $100,001 - $250,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
Fisher Asset Management, LLC 18,572,508 $1.8B +369,708 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 9,812,755 $933M -159,466 2026-06-30 Filing
MORGAN STANLEY 8,077,493 $768M +419,000 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 5,658,007 $538M +1,027,574 2026-06-30 Filing
FMR LLC 4,336,546 $412M +559,850 2026-06-30 Filing
NORTHERN TRUST CORP 3,012,114 $286M -35,368 2026-06-30 Filing
Sanders Capital, LLC 2,632,430 $250M -174,600 2026-06-30 Filing
BlackRock, Inc. 2,480,130 $236M -83,715 2026-06-30 Filing
BANK OF AMERICA CORP /DE 2,399,615 $228M +13,732 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 1,665,928 $158M -1,758 2026-06-30 Filing
ROYAL BANK OF CANADA 1,283,561 $122M -20,631 2026-06-30 Filing
Clearbridge Investments, LLC 1,057,593 $101M -482,214 2026-06-30 Filing
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 716,556 $68M +82,747 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 667,970 $64M +88,363 2026-06-30 Filing
Sixth Street Partners Management Company 667,970 $64M +667,970 2026-06-30 Filing
Quantinno Capital Management LP 605,426 $58M +79,651 2026-06-30 Filing
COOKSON PEIRCE & CO INC 594,134 $56M +257 2026-06-30 Filing
JPMORGAN CHASE & CO 574,663 $55M +92,912 2026-06-30 Filing
UBS Group AG 463,366 $44M -144,828 2026-06-30 Filing
RAYMOND JAMES FINANCIAL INC 445,799 $42M -105,378 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms