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Security record · archived quarter

HSBC

HSBC Holdings plc · Financial Services · Banks - Diversified

94.57 0.0% mkt cap $324.57B quote delayed (FMP) · as of Oct 16 22:08 UTC · separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
90Tracked holders
+1Δ holders
70.81MShares held
$5.56BReported value
+1New positions
−0Exits
Stable Conviction score 54/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.1% · share flow +0.4% · net new positions +1.1% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 93 0 72.92M $6.92B +7 −8
Q1 2026 95 +5 73.33M $6.04B +7 −2
Q4 2025 90 +1 70.81M $5.56B +1 n/a
Q3 2025 12 +1 38.23M $2.71B +1 n/a
Q2 2025 8 -2 24.40M $1.48B n/a −2
Q1 2025 8 +1 17.68M $1.02B +1 n/a
Q4 2024 7 +1 615.63K $30.45M +1 n/a
Q3 2024 5 0 1.35M $61.12M n/a n/a
Q2 2024 5 n/a 910.31K $39.60M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fisher Asset Management ✦ 17.80M +2.3% $1.40B 0.5% ▲ Add 4 SEC ↗
2 Dimensional Fund Advisors Lp 10.36M n/a $815.21M 0.2% n/c 1 SEC ↗ ×5
3 Morgan Stanley ✦ 7.48M +15.3% $588.76M 0.0% ▲ Add 2 SEC ↗ ×11
4 Goldman Sachs Group ✦ 5.92M -5.0% $465.47M 0.1% ▼ Trim 2 SEC ↗ ×4
5 Fidelity (FMR) ✦ 3.14M -12.5% $247.18M 0.0% ▼ Trim 3 SEC ↗ ×3
6 Northern Trust Corp 3.01M n/a $236.66M 0.0% n/c 1 SEC ↗ ×3
7 Sanders Capital, LLC 2.89M n/a $227.16M 0.3% n/c 1 SEC ↗
8 BlackRock ✦ (passive) 2.65M -8.5% $208.29M 0.0% ▼ Trim 3 SEC ↗ ×3
9 Bank Of America Corp /De/ 2.26M n/a $177.93M 0.0% n/c 1 SEC ↗ ×7
10 Clearbridge Investments, LLC 1.44M n/a $113.58M 0.1% n/c 1 SEC ↗
11 American Century Companies Inc 1.44M n/a $113.30M 0.1% n/c 1 SEC ↗
12 Royal Bank Of Canada 1.11M n/a $87.49M 0.0% n/c 1 SEC ↗ ×7
13 Connor, Clark & Lunn Investment… 715.73K n/a $56.31M 0.1% n/c 1 SEC ↗
14 Raymond James Financial Inc 555.71K n/a $43.73M 0.0% n/c 1 SEC ↗ ×4
15 Millennium Management ✦ 529.39K +185.2% $41.65M 0.0% ▲ Add 7 SEC ↗
16 First Trust Advisors Lp 493.61K n/a $38.83M 0.0% n/c 1 SEC ↗
17 Charles Schwab Investment… 485.47K n/a $38.19M 0.0% n/c 1 SEC ↗
18 Wells Fargo & Company/Mn 470.51K n/a $37.02M 0.0% n/c 1 SEC ↗ ×4
19 Quantinno Capital Management LP 435.06K n/a $34.23M 0.1% n/c 1 SEC ↗
20 LPL Financial LLC 384.04K n/a $30.21M 0.0% n/c 1 SEC ↗
21 Qube Research & Technologies Ltd 361.30K n/a $28.42M 0.0% n/c 1 SEC ↗
22 UBS Group AG 356.83K n/a $28.07M 0.0% n/c 1 SEC ↗ ×3
23 JPMorgan Chase ✦ 354.05K -44.2% $27.85M 0.0% ▼ Trim 2 SEC ↗ ×8
24 Envestnet Asset Management Inc 348.99K n/a $27.46M 0.0% n/c 1 SEC ↗
25 Bank of New York Mellon Corp 319.90K n/a $25.17M 0.0% n/c 1 SEC ↗ ×8
26 Creative Planning 318.18K n/a $25.03M 0.0% n/c 1 SEC ↗ ×2
27 1832 Asset Management L.P. 298.35K n/a $23.47M 0.0% n/c 1 SEC ↗
28 AQR Capital Management ✦ 295.06K +18.4% $23.21M 0.0% ▲ Add 7 SEC ↗ ×4
29 HighTower Advisors, LLC 266.45K n/a $20.96M 0.0% n/c 1 SEC ↗
30 Franklin Resources Inc 260.90K n/a $20.53M 0.0% n/c 1 SEC ↗ ×5
31 Mariner, LLC 205.19K n/a $16.15M 0.0% n/c 1 SEC ↗ ×3
32 Mercer Global Advisors Inc /Adv 203.76K n/a $16.03M 0.0% n/c 1 SEC ↗
33 Cwm, Llc 182.88K n/a $14.39M 0.0% n/c 1 SEC ↗
34 Hrt Financial Lp 176.36K n/a $13.87M 0.0% n/c 1 SEC ↗
35 Marshall Wace ✦ 169.06K New $13.30M 0.0% New 1 SEC ↗ ×3
36 Us Bancorp \De\ 165.95K n/a $13.06M 0.0% n/c 1 SEC ↗ ×4
37 Bank Of Montreal /Can/ 146.38K n/a $11.52M 0.0% n/c 1 SEC ↗ ×7
38 Sei Investments Co 137.78K n/a $10.84M 0.0% n/c 1 SEC ↗
39 Bnp Paribas Financial Markets 133.75K n/a $10.52M 0.0% n/c 1 SEC ↗
40 Ameriprise Financial Inc 124.81K n/a $9.83M 0.0% n/c 1 SEC ↗ ×3
41 Mml Investors Services, Llc 123.37K n/a $9.71M 0.0% n/c 1 SEC ↗
42 Stifel Financial Corp 122.01K n/a $9.60M 0.0% n/c 1 SEC ↗ ×4
43 Cerity Partners LLC 120.25K n/a $9.46M 0.0% n/c 1 SEC ↗ ×3
44 National Bank Of Canada /Fi/ 115.63K n/a $9.10M 0.0% n/c 1 SEC ↗
45 Renaissance Technologies ✦ 106.62K -78.3% $8.39M 0.0% ▼ Trim 7 SEC ↗
46 Corient Private Wealth LP 100.75K n/a $7.92M 0.0% n/c 1 SEC ↗ ×4
47 Grantham, Mayo, Van Otterloo & Co.… 98.65K n/a $7.76M 0.0% n/c 1 SEC ↗
48 Truist Financial Corp 87.47K n/a $6.88M 0.0% n/c 1 SEC ↗ ×2
49 New York State Common Retirement… 85.77K n/a $6.75M 0.0% n/c 1 SEC ↗
50 Balyasny Asset Management L.P. 84.94K n/a $6.68M 0.0% n/c 1 SEC ↗
51 TD Waterhouse Canada Inc. 83.65K n/a $6.58M 0.0% n/c 1 SEC ↗
52 Russell Investments Group, Ltd. 76.92K n/a $6.05M 0.0% n/c 1 SEC ↗
53 Northwestern Mutual Wealth… 74.38K n/a $5.85M 0.0% n/c 1 SEC ↗
54 Cetera Investment Advisers 69.50K n/a $5.47M 0.0% n/c 1 SEC ↗
55 Citadel Advisors ✦ 69.06K +57.0% $5.43M 0.0% ▲ Add 7 SEC ↗ ×2
56 Neuberger Berman Group LLC 62.85K n/a $4.94M 0.0% n/c 1 SEC ↗ ×2
57 Pnc Financial Services Group, Inc. 61.59K n/a $4.85M 0.0% n/c 1 SEC ↗ ×5
58 Parallax Volatility Advisers, L.P. 58.77K n/a $4.62M 0.2% n/c 1 SEC ↗
59 Jane Street Group, Llc 52.71K n/a $4.15M 0.0% n/c 1 SEC ↗ ×2
60 Rhumbline Advisers 51.04K n/a $4.02M 0.0% n/c 1 SEC ↗
61 Cibc World Market Inc. 50.59K n/a $3.98M 0.0% n/c 1 SEC ↗
62 Osaic Holdings, Inc. 49.90K n/a $3.93M 0.0% n/c 1 SEC ↗ ×5
63 Assetmark, Inc 47.46K n/a $3.73M 0.0% n/c 1 SEC ↗
64 Rockefeller Capital Management L.P. 41.46K n/a $3.26M 0.0% n/c 1 SEC ↗ ×2
65 Wealth Enhancement Advisory… 37.78K n/a $3.10M 0.0% n/c 1 SEC ↗
66 CIBC Asset Management Inc 37.53K n/a $2.92M 0.0% n/c 1 SEC ↗
67 Credit Agricole S A 36.98K n/a $2.91M 0.0% n/c 1 SEC ↗
68 Allspring Global Investments… 29.52K n/a $2.41M 0.0% n/c 1 SEC ↗
69 Susquehanna International Group, Llp 30.44K n/a $2.39M 0.0% n/c 1 SEC ↗
70 Pacer Advisors, Inc. 131.41K n/a $2.08M 0.0% n/c 1 SEC ↗
71 Focus Partners Wealth 26.31K n/a $2.07M 0.0% n/c 1 SEC ↗
72 Commonwealth Equity Services, Llc 24.58K n/a $1.93M 0.0% n/c 1 SEC ↗
73 Captrust Financial Advisors 23.57K n/a $1.85M 0.0% n/c 1 SEC ↗
74 Citigroup Inc 22.70K n/a $1.79M 0.0% n/c 1 SEC ↗ ×4
75 State Street Global Advisors ✦ (passive) 14.77K 0.0% $1.16M 0.0% Held 5 SEC ↗
76 Arrowstreet Capital ✦ 12.03K +92.9% $946,400 0.0% ▲ Add 2 SEC ↗
77 Invesco Ltd. 10.21K n/a $803,552 0.0% n/c 1 SEC ↗ ×3
78 Blair William & Co/Il 9.99K n/a $786,034 0.0% n/c 1 SEC ↗
79 Jones Financial Companies Lllp 9.86K n/a $775,500 0.0% n/c 1 SEC ↗
80 Deutsche Bank Ag\ 9.41K n/a $740,442 0.0% n/c 1 SEC ↗
81 UBS AM, a distinct business unit of… 9.29K n/a $730,844 0.0% n/c 1 SEC ↗
82 Group One Trading Llc 8.63K n/a $679,001 0.0% n/c 1 SEC ↗
83 Lido Advisors, LLC 8.33K n/a $609,171 0.0% n/c 1 SEC ↗ ×2
84 Lazard Asset Management Llc 13.13K n/a $593,202 0.0% n/c 1 SEC ↗
85 Tidal Investments LLC 2.89K n/a $227,435 0.0% n/c 1 SEC ↗
86 Fifth Third Bancorp 1.59K n/a $125,164 0.0% n/c 1 SEC ↗
87 Barclays Plc 661 n/a $52,001 0.0% n/c 1 SEC ↗ ×2
88 Federated Hermes, Inc. 171 n/a $13,453 0.0% n/c 1 SEC ↗ ×2
89 Kayne Anderson Rudnick Investment… 83 n/a $6,596 0.0% n/c 1 SEC ↗
90 Nomura Asset Management Co Ltd 0 n/a $0 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Marshall Wace $13.30M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 142.42K shares, $3.40M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API