HSBC HOLDINGS PLC-SPONS ADR (HSBC) Institutional Ownership Changes & 13F Activity
HSBC HOLDINGS PLC-SPONS ADR (HSBC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goldman Sachs Group Inc, Jane Street Group, Llc, Susquehanna International Group, Llp, Millennium Management Llc, and Ameriprise Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of So Dak | Buy | +381 | — | 381 | $36.23K | Q2 2026 | Sep 18, 2026 |
| Integrated Wealth Concepts Llc | Buy | +1,479 | +7.9% | 20,165 | $1.92M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -34 | -2.9% | 1,146 | $108.97K | Q2 2026 | Sep 04, 2026 |
| Cornerstone Financial Management Llc | Buy | +142 | +47.7% | 440 | $41.84K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +5,353 | +10.1% | 58,102 | $5.52M | Q2 2026 | Aug 27, 2026 |
| Brown Financial Advisors | Sell | -44 | -1.3% | 3,239 | $308.00K | Q2 2026 | Aug 26, 2026 |
| Jackson Wealth Management, Llc | Sell | -49,405 | -93.4% | 3,487 | $332.00K | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -660 | -13.5% | 4,217 | $401.08K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -5,294 | -2.6% | 200,940 | $19.11M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +2,895 | — | 2,895 | $275.24K | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +3 | +3.8% | 83 | $7.85K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -6,897 | -37.1% | 11,708 | $1.11M | Q2 2026 | Aug 18, 2026 |
| Pin Oak Investment Advisors Inc | Buy | +10 | — | 10 | $1.00 | Q2 2026 | Aug 18, 2026 |
| Pure Financial Advisors, Llc | Buy | +736 | +13.5% | 6,204 | $589.98K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -535 | -2.4% | 21,976 | $2.09M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -364 | -6.8% | 4,969 | $472.47K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +4 | +1.7% | 241 | $23.00K | Q2 2026 | Aug 17, 2026 |
| Goldman Sachs Group Inc | Buy | +1,027,574 | +22.2% | 5,658,007 | $538.02M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -308,686 | -98.9% | 3,400 | $323.31K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -227,143 | -87.9% | 31,332 | $2.98M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -148,680 | -47.9% | 161,690 | $15.38M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +147,954 | — | 147,954 | $14.07M | Q2 2026 | Aug 14, 2026 |
| Nomura Holdings Inc | Buy | +140,648 | — | 140,648 | $13.37M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +140,546 | +69.7% | 342,206 | $32.54M | Q2 2026 | Aug 14, 2026 |
| Manning & Napier Advisors Llc | Buy | +120,123 | +51116.2% | 120,358 | $11.44M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -105,378 | -19.1% | 445,799 | $42.39M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Sell | -92,624 | -97.8% | 2,059 | $195.79K | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +88,363 | +15.2% | 667,970 | $63.52M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +85,000 | +25.9% | 413,625 | $39.33M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -72,275 | -52.4% | 65,570 | $6.24M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about HSBC activity
Which institutional owners are buying HSBC?
Institutional owners buying HSBC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HSBC activity?
"Buy" means an investor increased their reported position in HSBC compared to the prior reporting period. This reflects growing exposure to HSBC HOLDINGS PLC-SPONS ADR (HSBC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HSBC increasing?
Institutional interest in HSBC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related HSBC Institutional Insights
- HSBC Overview
- HSBC 13F Institutional Holders
- HSBC Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- HSBC Insider Trading & SEC Form 4 Activity
- HSBC Articles
- Top Institutional Investor Stock Rankings