HSBC HLDGS PLC

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HSBC·404280406·US·ADR·Financial Services - Banks - Diversified

HSBC (HSBC HLDGS PLC) is held by 156 institutional investors as of Q2 2026. Largest holders: Fisher Asset Management, LLC ($1.8B), DIMENSIONAL FUND ADVISORS LP ($933.1M), MORGAN STANLEY ($768.1M). Net institutional sentiment: Mixed.

156

Holders

(21 Elite)

$7.2B

Total Value

55% (162)

Consensus

89 buying - 73 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)63

Insider (Form 4)81

Activist (13D/13G)51

Congressional (STOCK Act)47

Holder Quality

13

★★★★★

Elite

65

★★★★

Strong

21

★★★

Solid

59

★★

Below

34

★

Weak

Held by 156 funds

21 elite

Who's Trading

Source dates: Price Sep 18, 2026 · Insiders May 11, 2026 · Activists none · Congress none

InsiderPSPalomaki Daniel ScottSell $419KMay 7, 2026

InsiderBJBingham JonathanBuy $205.49Mar 27, 2026

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Top Holders

Top Holders (156)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Fisher Asset Management, LLC	Increased	18.6M(+2.0%)	$1.8B	0.5%	+73.69%	46
DIMENSIONAL FUND ADVISORS LP	Decreased	9.8M(-1.6%)	$933.1M	0.2%	+245.61%	0
MORGAN STANLEY	Increased	8.1M(+5.5%)	$768.1M	0.0%	+105.43%	33
GOLDMAN SACHS GROUP INC	Increased	5.7M(+22.2%)	$538M	0.0%	+72.91%	38
FMR LLC	Increased	4.3M(+14.8%)	$412.4M	0.0%	+67.70%	36
NORTHERN TRUST CORP	Decreased	3M(-1.2%)	$286.4M	0.0%	+171.80%	0
Sanders Capital, LLC	Decreased	2.6M(-6.2%)	$250.3M	0.3%	+190.62%	0
BlackRock, Inc.	Decreased	2.5M(-3.3%)	$235.8M	0.0%	+121.53%	0
BANK OF AMERICA CORP /DE/	Increased	2.4M(+0.6%)	$228.2M	0.0%	+97.38%	31
AMERICAN CENTURY COMPANIES INC	Decreased	1.7M(-0.1%)	$158.4M	0.1%	+108.39%	0
ROYAL BANK OF CANADA	Decreased	1.3M(-1.6%)	$122.1M	0.0%	+71.80%	0
Clearbridge Investments, LLC	Decreased	1.1M(-31.3%)	$100.6M	0.1%	+36.77%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	716,556(+13.1%)	$68.1M	0.3%	+85.33%	40
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	667,970(+15.3%)	$63.5M	0.0%	+64.26%	34
Quantinno Capital Management LP	Increased	605,426(+15.2%)	$57.6M	0.1%	+66.08%	34
JPMORGAN CHASE & CO	Increased	574,663(+19.3%)	$54.6M	0.0%	+43.98%	35
UBS Group AG	Decreased	463,366(-23.8%)	$44.1M	0.0%	+53.44%	0
RAYMOND JAMES FINANCIAL INC	Decreased	445,799(-19.1%)	$42.4M	0.0%	+77.10%	0
Tredje AP-fonden	Increased	441,900(+230.1%)	$42M	0.2%	+12.38%	56
ENVESTNET ASSET MANAGEMENT INC	Decreased	439,037(-6.4%)	$41.7M	0.0%	+48.88%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer