HSBC
HSBC Holdings plc · Financial Services · Banks - Diversified
Données momentum (gérants comparables) :
étendue des détenteurs +1.1% ·
flux d'actions +0.4% ·
nouvelles positions nettes +1.1%
· formule
Accumulation large : hausse des positions chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Bank Of America Corp /De/ | 2.26M | n/a | $177.93M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 8 | American Century Companies Inc | 1.44M | n/a | $113.30M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 555.71K | n/a | $43.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Charles Schwab Investment… | 485.47K | n/a | $38.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 470.51K | n/a | $37.02M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | JPMorgan Chase ✦ | 354.05K | -44.2% | $27.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 13 | Franklin Resources Inc | 260.90K | n/a | $20.53M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 14 | Mercer Global Advisors Inc /Adv | 203.76K | n/a | $16.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Us Bancorp \De\ | 165.95K | n/a | $13.06M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 16 | Sei Investments Co | 137.78K | n/a | $10.84M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 124.81K | n/a | $9.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Mml Investors Services, Llc | 123.37K | n/a | $9.71M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 122.01K | n/a | $9.60M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Truist Financial Corp | 87.47K | n/a | $6.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | New York State Common Retirement… | 85.77K | n/a | $6.75M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 61.59K | n/a | $4.85M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 23 | Commonwealth Equity Services, Llc | 24.58K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citigroup Inc | 22.70K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 25 | State Street Global Advisors ✦ (passif) | 14.77K | 0.0% | $1.16M | 0.0% | Held | 5 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 9.86K | n/a | $775,500 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS AM, a distinct business unit of… | 9.29K | n/a | $730,844 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 1.59K | n/a | $125,164 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Barclays Plc | 661 | n/a | $52,001 | 0.0% | n/c | 1 | SEC ↗ ×2 |
« Leur pondération » = la part de la position dans la valeur actions 13F déclarée de ce gérant : la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 142.42K actions, $3.40M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs : nombre de co-détentions, sans relation fondamentale sous-jacente.