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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HSBC/capital-change-brief"
Use Arkolith's capital_change_brief for HSBC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $1.5B | 18.2M | ▲+2.3% Added · +402K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $822.6M | 10.0M | ▼−3.8% Reduced · −390K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $631.7M | 7.7M | ▲+2.3% Added · +175K sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $382.0M | 4.6M | ▼−22% Reduced · −1.3M sh | Q1 2026 | |
| 5 | FMR LLC | $311.5M | 3.8M | ▲+20% Added · +635K sh | Q1 2026 | |
| 6 | NORTHERN TRUST CORP | $251.4M | 3.0M | ▲+1.3% Added · +39K sh | Q1 2026 | |
| 7 | Sanders Capital, LLC | $231.6M | 2.8M | ▼−2.8% Reduced · −80K sh | Q1 2026 | |
| 8 | BlackRock, Inc. | $211.5M | 2.6M | ▼−3.2% Reduced · −84K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $196.8M | 2.4M | ▲+5.5% Added · +124K sh | Q1 2026 | |
| 10 | AMERICAN CENTURY COMPANIES INC | $137.6M | 1.7M | ▲+16% Added · +227K sh | Q1 2026 | |
| 11 | Clearbridge Investments, LLC | $127.0M | 1.5M | ▲+6.7% Added · +96K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $107.6M | 1.3M | ▲+17% Added · +192K sh | Q1 2026 | |
| 13 | Connor, Clark & Lunn Investment Management Ltd. | $77.3M | 937K | ▲+31% Added · +221K sh | Q1 2026 | |
| 14 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $52.3M | 634K | ▲+7.3% Added · +43K sh | Q1 2026 | |
| 15 | UBS Group AG | $50.2M | 608K | ▲+70% Added · +251K sh | Q1 2026 | |
| 16 | COOKSON PEIRCE & CO INC | $49.0M | 594K | ▼−3.3% Reduced · −20K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $47.8M | 580K | ▲+19% Added · +94K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $45.4M | 551K | ▼−0.8% Reduced · −5K sh | Q1 2026 | |
| 19 | Quantinno Capital Management LP | $43.4M | 526K | ▲+21% Added · +91K sh | Q1 2026 | |
| 20 | RENAISSANCE TECHNOLOGIES LLC | $43.2M | 524K | ▲+392% Added · +418K sh | Q1 2026 | |
| 21 | FIRST TRUST ADVISORS LP | $41.3M | 501K | ▲+1.4% Added · +7K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $38.2M | 482K | ▲+36% Added · +128K sh | Q1 2026 | |
| 23 | CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | $39.7M | 481K | ▼−62% Reduced · −785K sh | Q1 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $38.7M | 469K | ▲+34% Added · +120K sh | Q1 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $38.3M | 465K | ▼−1.2% Reduced · −6K sh | Q1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 22, 2026 | Palomaki Daniel Scott | Global Financial Controller | Grant (A) | 88 | — |
| May 7, 2026 | Palomaki Daniel Scott | Global Financial Controller | Sell (S) | 23K | $419K |
| Mar 27, 2026 | Bingham Jonathan | Global Financial Controller | Buy (P) | 13 | $206 |
| Mar 20, 2026 | Bingham Jonathan | Global Financial Controller | Grant (A) | 792 | — |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 210 funds | $48.3B |
| ALPHABET INC-CL AGOOGL | 210 funds | $32.8B |
| JPMORGAN CHASE & COJPM | 210 funds | $18.3B |
| ELI LILLY & COLLY | 209 funds | $12.0B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 209 funds | $10.3B |
| MASTERCARD INC - AMA | 209 funds | $9.7B |
| CHEVRON CORPCVX | 209 funds | $7.7B |
| COSTCO WHOLESALE CORPCOST | 208 funds | $9.7B |
| BANK OF AMERICA CORPBAC | 208 funds | $5.1B |
| META PLATFORMS INC-CLASS AMETA | 207 funds | $20.3B |
| JOHNSON & JOHNSONJNJ | 207 funds | $13.3B |
| VISA INC-CLASS A SHARESV | 207 funds | $11.8B |
Ranked by how many of HSBC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.