Security record · archived quarter
HSBC
HSBC Holdings plc · Financial Services · Banks - Diversified
95Tracked holders
+5Δ holders
73.33MShares held
$6.04BReported value
+7New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +3.6% ·
net new positions +5.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 94 | 0 | 73.17M | $6.95B | +7 | −7 |
| Q1 2026 | 95 | +5 | 73.33M | $6.04B | +7 | −2 |
| Q4 2025 | 90 | +1 | 70.81M | $5.56B | +1 | — |
| Q3 2025 | 12 | +1 | 38.23M | $2.71B | +1 | — |
| Q2 2025 | 8 | -2 | 24.40M | $1.48B | — | −2 |
| Q1 2025 | 8 | +1 | 17.68M | $1.02B | +1 | — |
| Q4 2024 | 7 | +1 | 615.63K | $30.45M | +1 | — |
| Q3 2024 | 5 | 0 | 1.35M | $61.12M | — | — |
| Q2 2024 | 5 | — | 910.31K | $39.60M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 18.20M | +2.3% | $1.50B | 0.5% | ▲ Add | 5 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 9.97M | -3.8% | $822.61M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 9.97M | -3.8% | $822.61M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 9.97M | -3.8% | $822.61M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 9.97M | -3.8% | $822.61M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 6 | Dimensional Fund Advisors Lp | 9.97M | -3.8% | $822.61M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 7.66M | +2.3% | $631.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 7.66M | +2.3% | $631.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 7.66M | +2.3% | $631.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 7.66M | +2.3% | $631.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 7.66M | +2.3% | $631.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 7.66M | +2.3% | $631.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 7.66M | +2.3% | $631.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 7.66M | +2.3% | $631.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 7.66M | +2.3% | $631.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 7.66M | +2.3% | $631.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 7.66M | +2.3% | $631.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 4.63M | -21.7% | $381.96M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 4.63M | -21.7% | $381.96M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 4.63M | -21.7% | $381.96M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 3.78M | +20.2% | $311.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 3.78M | +20.2% | $311.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 3.78M | +20.2% | $311.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Northern Trust Corp | 3.05M | +1.3% | $251.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Northern Trust Corp | 3.05M | +1.3% | $251.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northern Trust Corp | 3.05M | +1.3% | $251.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Sanders Capital, LLC | 2.81M | -2.8% | $231.55M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 2.56M | -3.2% | $211.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 2.56M | -3.2% | $211.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 2.56M | -3.2% | $211.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 2.39M | +5.5% | $196.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 2.39M | +5.5% | $196.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 2.39M | +5.5% | $196.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 2.39M | +5.5% | $196.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 2.39M | +5.5% | $196.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | American Century Companies Inc | 1.67M | +15.8% | $137.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Clearbridge Investments, LLC | 1.54M | +6.7% | $127.02M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 1.30M | +17.3% | $107.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Royal Bank Of Canada | 1.30M | +17.3% | $107.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 1.30M | +17.3% | $107.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Royal Bank Of Canada | 1.30M | +17.3% | $107.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Royal Bank Of Canada | 1.30M | +17.3% | $107.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Royal Bank Of Canada | 1.30M | +17.3% | $107.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Royal Bank Of Canada | 1.30M | +17.3% | $107.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Royal Bank Of Canada | 1.30M | +17.3% | $107.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Royal Bank Of Canada | 1.30M | +17.3% | $107.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Connor, Clark & Lunn Investment… | 936.57K | +30.9% | $77.26M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 48 | UBS Group AG | 608.19K | +70.4% | $50.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | UBS Group AG | 608.19K | +70.4% | $50.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | UBS Group AG | 608.19K | +70.4% | $50.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | UBS Group AG | 608.19K | +70.4% | $50.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Charles Schwab Investment… | 579.61K | +19.4% | $47.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Charles Schwab Investment… | 579.61K | +19.4% | $47.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Raymond James Financial Inc | 551.18K | -0.8% | $45.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Raymond James Financial Inc | 551.18K | -0.8% | $45.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Raymond James Financial Inc | 551.18K | -0.8% | $45.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Raymond James Financial Inc | 551.18K | -0.8% | $45.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 525.77K | +20.9% | $43.37M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 59 | Renaissance Technologies ✦ | 524.12K | +391.6% | $43.23M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 60 | First Trust Advisors Lp | 500.50K | +1.4% | $41.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Envestnet Asset Management Inc | 469.12K | +34.4% | $38.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Wells Fargo & Company/Mn | 464.65K | -1.2% | $38.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Wells Fargo & Company/Mn | 464.65K | -1.2% | $38.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Wells Fargo & Company/Mn | 464.65K | -1.2% | $38.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Wells Fargo & Company/Mn | 464.65K | -1.2% | $38.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 481.75K | +36.1% | $38.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 481.75K | +36.1% | $38.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 481.75K | +36.1% | $38.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 481.75K | +36.1% | $38.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 481.75K | +36.1% | $38.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 481.75K | +36.1% | $38.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 481.75K | +36.1% | $38.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 481.75K | +36.1% | $38.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | JPMorgan Chase ✦ | 481.75K | +36.1% | $38.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Citigroup Inc | 415.11K | +1728.3% | $34.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Citigroup Inc | 415.11K | +1728.3% | $34.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Citigroup Inc | 415.11K | +1728.3% | $34.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | LPL Financial LLC | 377.37K | -1.7% | $31.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Marshall Wace ✦ | 338.41K | +100.2% | $27.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Marshall Wace ✦ | 338.41K | +100.2% | $27.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Marshall Wace ✦ | 338.41K | +100.2% | $27.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Bank Of Montreal /Can/ | 336.94K | +130.2% | $27.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Bank Of Montreal /Can/ | 336.94K | +130.2% | $27.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Bank Of Montreal /Can/ | 336.94K | +130.2% | $27.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Bank Of Montreal /Can/ | 336.94K | +130.2% | $27.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Bank Of Montreal /Can/ | 336.94K | +130.2% | $27.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Bank Of Montreal /Can/ | 336.94K | +130.2% | $27.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 336.94K | +130.2% | $27.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | AQR Capital Management ✦ | 328.62K | +11.4% | $27.11M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 90 | AQR Capital Management ✦ | 328.62K | +11.4% | $27.11M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 91 | AQR Capital Management ✦ | 328.62K | +11.4% | $27.11M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 92 | AQR Capital Management ✦ | 328.62K | +11.4% | $27.11M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 93 | Creative Planning | 316.68K | -0.5% | $26.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Creative Planning | 316.68K | -0.5% | $26.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 314.82K | -1.6% | $25.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 314.82K | -1.6% | $25.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Bank of New York Mellon Corp | 314.82K | -1.6% | $25.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Bank of New York Mellon Corp | 314.82K | -1.6% | $25.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Bank of New York Mellon Corp | 314.82K | -1.6% | $25.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Bank of New York Mellon Corp | 314.82K | -1.6% | $25.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Balyasny Asset Management L.P. | $6.68M | was 0.0% |
| Arrowstreet Capital | $946,400 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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