HSBC

HSBC Holdings PLC-Spons ADR
FinancialsUSCUSIP 404280406◍ Confluence graph
Tracked 13F Holders
637
-89 QoQ
13F Value (tracked)
$6.9B
Insider Net · 180d
-$418K
1↑ 1↓
Recent Filings
5
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)29 adding · 10 trimming
Insider net (180d)-$418K

Who owns HSBC?

637 tracked 13F filers

637 tracked 13F filers disclose a position in HSBC as of the latest SEC 13F filings, a combined $6.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1Fisher Asset Management, LLC
$1.5B
18.2M
+2.3%
Added · +402K sh
Q1 2026
2DIMENSIONAL FUND ADVISORS LP
$822.6M
10.0M
−3.8%
Reduced · −390K sh
Q1 2026
3MORGAN STANLEY
$631.7M
7.7M
+2.3%
Added · +175K sh
Q1 2026
4GOLDMAN SACHS GROUP INC
$382.0M
4.6M
−22%
Reduced · −1.3M sh
Q1 2026
5FMR LLC
$311.5M
3.8M
+20%
Added · +635K sh
Q1 2026
6NORTHERN TRUST CORP
$251.4M
3.0M
+1.3%
Added · +39K sh
Q1 2026
7Sanders Capital, LLC
$231.6M
2.8M
−2.8%
Reduced · −80K sh
Q1 2026
8BlackRock, Inc.
$211.5M
2.6M
−3.2%
Reduced · −84K sh
Q1 2026
9BANK OF AMERICA CORP /DE/
$196.8M
2.4M
+5.5%
Added · +124K sh
Q1 2026
10AMERICAN CENTURY COMPANIES INC
$137.6M
1.7M
+16%
Added · +227K sh
Q1 2026
11Clearbridge Investments, LLC
$127.0M
1.5M
+6.7%
Added · +96K sh
Q1 2026
12ROYAL BANK OF CANADA
$107.6M
1.3M
+17%
Added · +192K sh
Q1 2026
13O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$68.1M
717K
+13%
Added · +83K sh
Q2 2026
14UBS Group AG
$50.2M
608K
+70%
Added · +251K sh
Q1 2026
15COOKSON PEIRCE & CO INC
$49.0M
594K
−3.3%
Reduced · −20K sh
Q1 2026
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$47.8M
580K
+19%
Added · +94K sh
Q1 2026
17RAYMOND JAMES FINANCIAL INC
$45.4M
551K
−0.8%
Reduced · −5K sh
Q1 2026
18Quantinno Capital Management LP
$43.4M
526K
+21%
Added · +91K sh
Q1 2026
19RENAISSANCE TECHNOLOGIES LLC
$43.2M
524K
+392%
Added · +418K sh
Q1 2026
20FIRST TRUST ADVISORS LP
$41.3M
501K
+1.4%
Added · +7K sh
Q1 2026
21JPMORGAN CHASE & CO
$38.2M
482K
+36%
Added · +128K sh
Q1 2026
22CONTRARIAN CAPITAL MANAGEMENT, L.L.C.
$39.7M
481K
−62%
Reduced · −785K sh
Q1 2026
23ENVESTNET ASSET MANAGEMENT INC
$38.7M
469K
+34%
Added · +120K sh
Q1 2026
24WELLS FARGO & COMPANY/MN
$38.3M
465K
−1.2%
Reduced · −6K sh
Q1 2026
25Tredje AP-fonden
$42.0M
442K
+230%
Added · +308K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is HSBC being bought or sold by institutions?

Last quarter, 1 fund opened a new position in HSBC and 28 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
28
funds
Reduced
10
funds
Exited
0
funds

Funds that own HSBC also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT377 funds$120.3B
NVIDIA CORPNVDA374 funds$165.5B
JPMORGAN CHASE & COJPM371 funds$37.3B
ALPHABET INC-CL AGOOGL370 funds$83.9B
AMAZON.COM INCAMZN368 funds$93.8B
APPLE INCAAPL366 funds$137.9B
BROADCOM INCAVGO365 funds$63.1B
META PLATFORMS INC-CLASS AMETA365 funds$52.6B
ALPHABET INC-CL CGOOG361 funds$54.5B
ELI LILLY & COLLY361 funds$34.3B
VISA INC-CLASS A SHARESV356 funds$28.8B
WALMART INCWMT356 funds$21.9B

Ranked by how many of HSBC's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$206
1 insiders
Sells · 180d
$419K
1 insiders
Net
-$418K
2 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
May 7, 2026Palomaki Daniel ScottGlobal Financial ControllerSell (S)23K$419K
Mar 27, 2026Bingham JonathanGlobal Financial ControllerBuy (P)13$206

Institutional ownership over time

468 funds+173 since Q3 2024
0279557Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $779.1M · 2 values withheld

Recent filings

5 shown

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Connected entities for HSBC

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Ask your agent what changed in HSBC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/HSBC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for HSBC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HSBC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.