HSBC HLDGS PLC (HSBC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
692
Reporting holders
$8.7B
Reported value
0.5%
Of shares outstanding
7.7%
Held as options
+69
Holder change
Institutions report 84,152,212 shares against 17,175,239,862 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2025-12-31).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | $1.8B | 18,572,508 | 0.53% | 6q | +2.0%+$35.2M |
| DIMENSIONAL FUND ADVISORS LP | $933.1M | 9,812,755 | 0.17% | 31q | -1.6%-$15.2M |
| MORGAN STANLEY | $768.1M | 8,077,493 | 0.04% | 35q | +5.5%+$39.8M |
| GOLDMAN SACHS GROUP INC | $538.0M | 5,658,007 | 0.05% | 31q | +22.2%+$97.7M |
| FMR LLC | $412.4M | 4,336,546 | 0.02% | 31q | +14.8%+$53.2M |
| NORTHERN TRUST CORP | $286.4M | 3,012,114 | 0.03% | 31q | -1.2%-$3.4M |
| Sanders Capital, LLC | $250.3M | 2,632,430 | 0.25% | 13q | -6.2%-$16.6M |
| BlackRock, Inc. | $235.8M | 2,480,130 | 0.00% | 8q | -3.3%-$8.0M |
| BANK OF AMERICA CORP /DE/ | $228.2M | 2,399,615 | 0.01% | 31q | +0.6%+$1.3M |
| AMERICAN CENTURY COMPANIES INC | $158.4M | 1,665,928 | 0.07% | 27q | HELD |
| ROYAL BANK OF CANADA | $135.4M | 1,283,561 | 0.02% | 31q | -1.6%-$2.2M |
| JANE STREET GROUP, LLC | $124.3M | 3,400 | 0.01% | 31q | -98.9%-$11.3B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $118.7M | 31,332 | 0.01% | 31q | -87.9%-$860.7M |
| Optiver Holding B.V. | $104.1M | 72,877 | 0.03% | 22q | HELD |
| Clearbridge Investments, LLC | $100.6M | 1,057,593 | 0.08% | 4q | -31.3%-$45.9M |
| CITADEL ADVISORS LLC | $85.3M | options only | 0.01% | 31q | OPTIONS |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $68.1M | 716,556 | 0.31% | 27q | +13.1%+$7.9M |
| JPMORGAN CHASE & CO | $66.0M | 574,663 | 0.00% | 31q | +19.3%+$10.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $63.5M | 667,970 | 0.01% | 15q | +15.2%+$8.4M |
| Sixth Street Partners Management Company, L.P. | $63.5M | 667,970 | 0.01% | new | NEW |
| Quantinno Capital Management LP | $57.6M | 605,426 | 0.07% | 15q | +15.1%+$7.6M |
| COOKSON PEIRCE & CO INC | $56.5M | 594,134 | 1.86% | 14q | HELD |
| UBS Group AG | $44.1M | 463,366 | 0.01% | 31q | -23.8%-$13.8M |
| RAYMOND JAMES FINANCIAL INC | $42.4M | 445,799 | 0.01% | 7q | -19.1%-$10.0M |
| Tredje AP-fonden | $42.0M | 441,900 | 0.19% | 3q | +230.0%+$29.3M |
| ENVESTNET ASSET MANAGEMENT INC | $41.7M | 439,037 | 0.01% | 31q | -6.4%-$2.9M |
| WELLS FARGO & COMPANY/MN | $41.7M | 438,944 | 0.01% | 31q | -52.8%-$46.6M |
| 1832 Asset Management L.P. | $41.2M | 433,579 | 0.02% | 6q | +48.6%+$13.5M |
| Crossmark Global Holdings, Inc. | $41.2M | 433,418 | 0.53% | 31q | -2.5%-$1.1M |
| RENAISSANCE TECHNOLOGIES LLC | $39.9M | 419,122 | 0.05% | 31q | -20.0%-$10.0M |
| AQR CAPITAL MANAGEMENT LLC | $39.3M | 413,625 | 0.01% | 10q | +25.9%+$8.1M |
| BANK OF MONTREAL /CAN/ | $38.9M | 408,789 | 0.01% | 31q | +21.3%+$6.8M |
| BNP PARIBAS FINANCIAL MARKETS | $38.3M | 133,031 | 0.01% | 31q | -56.4%-$49.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $38.2M | 401,880 | 0.02% | 22q | +94.9%+$18.6M |
| FIRST TRUST ADVISORS LP | $37.8M | 397,504 | 0.02% | 7q | -20.6%-$9.8M |
| Connor, Clark & Lunn Investment Management Ltd. | $37.3M | 392,331 | 0.07% | 13q | -58.1%-$51.8M |
| RITHOLTZ WEALTH MANAGEMENT | $35.9M | 377,726 | 0.27% | 22q | +116.1%+$19.3M |
| LPL Financial LLC | $35.3M | 370,766 | 0.01% | 31q | -1.7%-$627.7K |
| Qube Research & Technologies Ltd | $32.5M | 342,206 | 0.03% | 12q | +69.7%+$13.4M |
| IMC-Chicago, LLC | $31.5M | options only | 0.01% | 9q | OPTIONS |
| Bank of New York Mellon Corp | $31.0M | 326,206 | 0.01% | 31q | +3.6%+$1.1M |
| Creative Planning | $29.9M | 313,988 | 0.02% | 31q | -0.9%-$256.3K |
| Jain Global LLC | $28.5M | options only | 0.11% | 4q | OPTIONS |
| ABC ARBITRAGE SA | $27.0M | 283,637 | 2.91% | 7q | HELD |
| QRG CAPITAL MANAGEMENT, INC. | $25.1M | 264,385 | 0.21% | 12q | +13.4%+$3.0M |
| HighTower Advisors, LLC | $24.0M | 251,966 | 0.02% | 31q | -1.4%-$335.5K |
| MILLENNIUM MANAGEMENT LLC | $23.2M | 161,690 | 0.01% | 14q | -47.9%-$21.4M |
| Promethos Capital, LLC | $22.4M | 235,463 | 6.09% | 11q | +18.3%+$3.5M |
| Parallax Volatility Advisers, L.P. | $21.6M | 77,340 | 0.04% | 11q | +511.8%+$18.1M |
| Point72 Asset Management, L.P. | $21.6M | options only | 0.02% | 3q | OPTIONS |
| Squarepoint Ops LLC | $21.3M | options only | 0.02% | 8q | OPTIONS |
| Walleye Trading LLC | $20.9M | options only | 0.02% | 31q | OPTIONS |
| Foresight Global Investors, Inc. | $20.3M | 213,514 | 12.31% | 4q | +1.1%+$230.0K |
| Mariner, LLC | $20.2M | 212,178 | 0.02% | 19q | -3.1%-$638.5K |
| Beck Bode, LLC | $19.8M | 208,170 | 3.00% | 2q | +1.6%+$307.7K |
| CAPTRUST FINANCIAL ADVISORS | $17.9M | 188,290 | 0.03% | 15q | HELD |
| Twin Tree Management, LP | $17.6M | options only | 0.33% | 5q | OPTIONS |
| TWO SIGMA INVESTMENTS, LP | $16.9M | 158,284 | 0.01% | 2q | +6.7%+$1.1M |
| Pathstone Holdings, LLC | $16.6M | 174,752 | 0.05% | 11q | -0.8%-$141.1K |
| Ethic Inc. | $16.6M | 174,381 | 0.21% | 27q | +9.9%+$1.5M |
| American Assets Investment Management, LLC | $15.9M | 166,918 | 0.96% | 31q | HELD |
| US BANCORP \DE\ | $15.0M | 157,469 | 0.02% | 31q | -8.6%-$1.4M |
| SEI INVESTMENTS CO | $14.2M | 149,306 | 0.01% | 23q | +5.0%+$673.0K |
| AMERIPRISE FINANCIAL INC | $14.1M | 147,954 | 0.00% | 31q | -46.2%-$12.1M |
| Nuveen, LLC | $13.8M | 145,568 | 0.00% | new | NEW |
| Vanguard Personalized Indexing Management, LLC | $13.4M | 140,755 | 0.11% | 23q | +8.7%+$1.1M |
| NOMURA HOLDINGS INC | $13.4M | 140,648 | 0.02% | new | NEW |
| CITIGROUP INC | $12.9M | 135,190 | 0.00% | 31q | -67.4%-$26.6M |
| SIMPLEX TRADING, LLC | $12.2M | options only | 0.01% | 31q | OPTIONS |
| Cerity Partners LLC | $12.0M | 126,625 | 0.01% | 17q | -2.5%-$311.0K |
| TD Waterhouse Canada Inc. | $12.0M | 125,095 | 0.03% | 19q | +476.1%+$9.9M |
| NATIONAL BANK OF CANADA /FI/ | $11.9M | 125,086 | 0.01% | 19q | +43.3%+$3.6M |
| MML INVESTORS SERVICES, LLC | $11.7M | 122,531 | 0.02% | 19q | +17.3%+$1.7M |
| M&T Bank Corp | $11.5M | 120,855 | 0.03% | 31q | +4.8%+$521.7K |
| MANNING & NAPIER ADVISORS LLC | $11.4M | 120,358 | 0.15% | 3q | +51116.2%+$11.4M |
| Corient Private Wealth LP | $11.4M | 132,097 | 0.01% | 15q | +150.4%+$6.8M |
| Russell Investments Group, Ltd. | $11.0M | 115,369 | 0.01% | 21q | +22.9%+$2.0M |
| FRANKLIN RESOURCES INC | $10.7M | 112,365 | 0.00% | 24q | -46.6%-$9.3M |
| Manatuck Hill Partners, LLC | $10.2M | 107,448 | 3.39% | 21q | HELD |
| NewEdge Wealth, LLC | $9.7M | 102,153 | 0.10% | 5q | +50.9%+$3.3M |
| Laird Norton Wetherby Trust Company, LLC | $9.3M | 98,141 | 0.18% | 3q | -1.3%-$124.6K |
| Naviter Wealth, LLC | $9.0M | 94,781 | 0.82% | 17q | +26.1%+$1.9M |
| NEUBERGER BERMAN GROUP LLC | $8.8M | 92,143 | 0.01% | 18q | +10.7%+$848.3K |
| STIFEL FINANCIAL CORP | $8.6M | 90,839 | 0.01% | 31q | -4.7%-$423.7K |
| Orion Porfolio Solutions, LLC | $8.3M | 87,615 | 0.06% | 21q | -14.9%-$1.5M |
| TRUIST FINANCIAL CORP | $8.3M | 87,439 | 0.01% | 31q | -2.2%-$184.1K |
| Bellars Harris Wealth Management, LLC | $8.0M | 84,607 | 1.64% | new | FIRST |
| Callan Family Office, LLC | $7.8M | 82,060 | 0.15% | 7q | +3.1%+$237.0K |
| Compound Planning, Inc. | $7.5M | 79,278 | 0.20% | 11q | +4.5%+$323.6K |
| Vident Advisory, LLC | $7.5M | 78,538 | 0.05% | 12q | -32.3%-$3.6M |
| FACTORY MUTUAL INSURANCE CO | $7.4M | 77,552 | 0.07% | 4q | HELD |
| PNC Financial Services Group, Inc. | $7.4M | 77,459 | 0.00% | 31q | +11.5%+$760.4K |
| Cetera Investment Advisers | $7.3M | 77,056 | 0.01% | 14q | +3.4%+$243.8K |
| Americana Partners, LLC | $7.2M | 75,309 | 0.16% | 14q | +1.0%+$72.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.1M | 74,546 | 0.00% | 31q | +5.1%+$341.0K |
| TUDOR INVESTMENT CORP ET AL | $7.1M | options only | 0.01% | 8q | OPTIONS |
| HENNESSY ADVISORS INC | $6.7M | 70,900 | 0.22% | 14q | -1.8%-$123.6K |
| ASSETMARK, INC | $6.7M | 70,855 | 0.01% | 12q | +33.0%+$1.7M |
| NEW YORK STATE COMMON RETIREMENT FUND | $6.2M | 65,586 | 0.01% | 18q | +2.2%+$132.2K |
| OLD MISSION CAPITAL LLC | $6.2M | 65,570 | 0.10% | 3q | -52.4%-$6.9M |
Showing the largest 100 of 720 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 692 | $8.7B | 84,152,212 | 114 | 256 | 169 | 7.7% |
| Q1 2026 | 623 | $7.4B | 83,840,185 | 75 | 247 | 162 | 6.3% |
| Q4 2025 | 599 | $7.1B | 81,693,725 | 75 | 246 | 121 | 9.7% |
| Q3 2025 | 539 | $6.2B | 78,794,069 | 94 | 190 | 121 | 9.4% |
| Q2 2025 | 490 | $5.1B | 77,141,378 | 63 | 199 | 113 | 8.9% |
| Q1 2025 | 480 | $4.5B | 73,745,605 | 74 | 174 | 126 | 6.8% |
| Q4 2024 | 445 | $2.9B | 52,379,764 | 49 | 157 | 109 | 11.1% |
| Q3 2024 | 397 | $2.6B | 53,210,808 | 37 | 140 | 121 | 12.0% |
| Q2 2024 | 388 | $2.5B | 54,444,920 | 48 | 157 | 90 | 8.6% |
| Q1 2024 | 377 | $2.8B | 64,184,355 | 42 | 126 | 116 | 11.2% |
| Q4 2023 | 385 | $2.8B | 55,834,821 | 51 | 123 | 103 | 20.1% |
| Q3 2023 | 337 | $2.6B | 50,738,338 | 40 | 109 | 76 | 21.9% |
| Q2 2023 | 323 | $2.4B | 50,897,615 | 51 | 119 | 64 | 15.9% |
| Q1 2023 | 301 | $2.1B | 50,019,226 | 54 | 109 | 60 | 17.7% |
| Q4 2022 | 266 | $1.6B | 36,288,018 | 54 | 68 | 78 | 27.3% |
| Q3 2022 | 289 | $1.9B | 53,737,352 | 44 | 90 | 81 | 25.4% |
| Q2 2022 | 295 | $2.2B | 52,554,965 | 39 | 104 | 68 | 22.3% |
| Q1 2022 | 295 | $2.1B | 49,796,937 | 49 | 105 | 57 | 18.0% |
| Q4 2021 | 284 | $1.9B | 48,259,580 | 35 | 90 | 57 | 25.1% |
| Q3 2021 | 262 | $1.7B | 49,146,484 | 35 | 63 | 75 | 22.2% |
| Q2 2021 | 261 | $1.8B | 52,789,114 | 31 | 91 | 57 | 14.3% |
| Q1 2021 | 263 | $1.7B | 50,945,384 | 38 | 74 | 64 | 15.0% |
| Q4 2020 | 270 | $1.7B | 57,078,526 | 54 | 56 | 75 | 15.4% |
| Q3 2020 | 234 | $1.4B | 62,096,860 | 24 | 49 | 84 | 14.6% |
| Q2 2020 | 275 | $2.0B | 65,573,826 | 24 | 54 | 126 | 22.3% |
| Q1 2020 | 340 | $2.5B | 69,620,593 | 45 | 97 | 128 | 21.8% |
| Q4 2019 | 409 | $4.0B | 90,693,736 | 43 | 112 | 137 | 12.2% |
| Q3 2019 | 393 | $4.1B | 92,946,292 | 35 | 82 | 175 | 13.2% |
| Q2 2019 | 426 | $4.6B | 99,505,468 | 35 | 147 | 140 | 10.3% |
| Q1 2019 | 433 | $4.5B | 101,036,467 | 47 | 123 | 137 | 9.5% |
| Q4 2018 | 430 | $4.4B | 100,518,916 | 3 | 7 | 3 | 7.0% |