HSBC Institutional Ownership & Shareholders
HSBC HOLDINGS PLC-SPONS ADR (HSBC) is currently held by 717 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.86B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fisher Asset Management, Llc is currently the largest disclosed institutional shareholder of HSBC tracked by InsiderSet, reporting ownership valued at approximately $1.77B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.59B, representing an estimated loss of -10.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed HSBC value among the investors covered in this analysis. Major shareholders include Fisher Asset Management, Llc, Dimensional Fund Advisors Lp, Morgan Stanley, and several other long-term asset managers with concentrated positions in HSBC HOLDINGS PLC-SPONS ADR (HSBC).
This page ranks the largest institutional HSBC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
717
Total Reported Value
$7.86B
Largest Holder
Fisher Asset Management, Llc
Largest Position
$1.77B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fisher Asset Management, Llc | 0.53% | 18,572,508 | $1,766,059,893 | $1,586,463,633 | -$179,596,260 | -10.17% | |
| Dimensional Fund Advisors Lp | 0.17% | 9,812,755 | $933,094,848 | $838,205,532 | -$94,889,316 | -10.17% | |
| Morgan Stanley | 0.04% | 8,077,493 | $768,089,054 | $689,979,452 | -$78,109,602 | -10.17% | |
| Goldman Sachs Group Inc | 0.06% | 5,658,007 | $538,019,901 | $483,306,958 | -$54,712,943 | -10.17% | |
| Fmr Llc | 0.02% | 4,336,546 | $412,362,256 | $370,427,759 | -$41,934,497 | -10.17% | |
| Northern Trust Corp | 0.03% | 3,012,114 | $286,421,920 | $257,294,778 | -$29,127,142 | -10.17% | |
| Sanders Capital, Llc | 0.25% | 2,632,430 | $250,317,769 | $224,862,171 | -$25,455,598 | -10.17% | |
| Blackrock, Inc. | 0.00% | 2,480,130 | $235,835,488 | $211,852,705 | -$23,982,783 | -10.17% | |
| Bank Of America Corp | 0.01% | 2,399,615 | $228,179,390 | $204,975,113 | -$23,204,277 | -10.17% | |
| American Century Companies Inc | 0.07% | 1,665,928 | $158,413,094 | $142,303,570 | -$16,109,524 | -10.17% | |
| Royal Bank Of Canada | 0.02% | 1,283,561 | $122,055,000 | $109,641,781 | -$12,413,219 | -10.17% | |
| Clearbridge Investments, Llc | 0.08% | 1,057,593 | $100,566,544 | $90,339,594 | -$10,226,950 | -10.17% | |
| O'Shaughnessy Asset Management, Llc | 0.32% | 716,556 | $68,137,352 | $61,208,214 | -$6,929,138 | -10.17% | |
| Charles Schwab Investment Management Inc | 0.01% | 667,970 | $63,517,268 | $57,057,997 | -$6,459,271 | -10.17% | |
| Cookson Peirce & Co Inc | 2.13% | 593,282 | $58,918,806 | $50,678,148 | -$8,240,658 | -13.99% | |
| Quantinno Capital Management Lp | 0.07% | 605,426 | $57,570,018 | $51,715,489 | -$5,854,529 | -10.17% | |
| Jpmorgan Chase & Co | 0.00% | 574,663 | $54,639,041 | $49,087,713 | -$5,551,328 | -10.16% | |
| Ubs Group Ag | 0.01% | 463,366 | $44,061,473 | $39,580,724 | -$4,480,749 | -10.17% | |
| Raymond James Financial Inc | 0.01% | 445,799 | $42,390,977 | $38,080,151 | -$4,310,826 | -10.17% | |
| Tredje Ap-Fonden | 0.19% | 441,900 | $42,020,271 | $37,747,098 | -$4,273,173 | -10.17% | |
| Envestnet Asset Management Inc | 0.01% | 439,037 | $41,744,614 | $37,502,541 | -$4,242,073 | -10.16% | |
| Wells Fargo & Company/Mn | 0.01% | 438,944 | $41,739,215 | $37,494,596 | -$4,244,619 | -10.17% | |
| Natixis Advisors, Llc | 0.05% | 436,721 | $41,527,000 | $37,304,708 | -$4,222,292 | -10.17% | |
| 1832 Asset Management L.P. | 0.05% | 433,579 | $41,229,027 | $37,036,318 | -$4,192,709 | -10.17% | |
| Renaissance Technologies LLC | Jim Simons | 0.05% | 419,122 | $39,854,311 | $35,801,401 | -$4,052,910 | -10.17% |
| Aqr Capital Management Llc | 0.01% | 413,625 | $39,331,578 | $35,331,848 | -$3,999,731 | -10.17% | |
| Bank Of Montreal | 0.01% | 408,789 | $38,871,746 | $34,918,756 | -$3,952,990 | -10.17% | |
| First Trust Advisors Lp | 0.02% | 397,504 | $37,798,604 | $33,954,792 | -$3,843,812 | -10.17% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.07% | 392,331 | $37,306,755 | $33,512,914 | -$3,793,841 | -10.17% | |
| Lpl Financial Llc | 0.01% | 370,766 | $35,256,126 | $31,670,832 | -$3,585,294 | -10.17% | |
| Qube Research & Technologies Ltd | 0.04% | 342,206 | $32,540,369 | $29,231,237 | -$3,309,132 | -10.17% | |
| Bank Of New York Mellon Corp | 0.01% | 326,206 | $31,018,944 | $27,864,517 | -$3,154,427 | -10.17% | |
| Abc Arbitrage Sa | 2.88% | 295,720 | $29,367,953 | $25,260,402 | -$4,107,551 | -13.99% | |
| Qrg Capital Management, Inc. | 0.21% | 264,385 | $25,140,356 | $22,583,767 | -$2,556,589 | -10.17% | |
| Janney Montgomery Scott Llc | 0.04% | 240,037 | $22,825,000 | $20,503,961 | -$2,321,039 | -10.17% | |
| Promethos Capital, Llc | 6.09% | 235,463 | $22,390,177 | $20,113,249 | -$2,276,928 | -10.17% | |
| Foresight Global Investors, Inc. | 12.31% | 213,514 | $20,303,046 | $18,238,366 | -$2,064,680 | -10.17% | |
| Mariner, Llc | 0.02% | 212,178 | $20,175,866 | $18,124,245 | -$2,051,621 | -10.17% | |
| Beck Bode, Llc | 3.00% | 208,170 | $19,794,877 | $17,781,881 | -$2,012,996 | -10.17% | |
| Mercer Global Advisors Inc | 0.02% | 200,940 | $19,107,413 | $17,164,295 | -$1,943,118 | -10.17% | |
| Ritholtz Wealth Management | 0.27% | 188,863 | $17,958,936 | $16,132,677 | -$1,826,259 | -10.17% | |
| Captrust Financial Advisors | 0.03% | 188,290 | $17,904,520 | $16,083,732 | -$1,820,788 | -10.17% | |
| Ethic Inc. | 0.21% | 174,381 | $16,581,870 | $14,895,625 | -$1,686,245 | -10.17% | |
| Millennium Management Llc | 0.01% | 161,690 | $15,375,102 | $13,811,560 | -$1,563,542 | -10.17% | |
| Two Sigma Investments, Lp | 0.01% | 158,284 | $15,051,226 | $13,520,619 | -$1,530,607 | -10.17% | |
| Us Bancorp \De\ | 0.02% | 157,469 | $14,973,863 | $13,451,002 | -$1,522,861 | -10.17% | |
| Pathstone Holdings, Llc | 0.06% | 176,236 | $14,630,421 | $15,054,079 | +$423,658 | +2.90% | |
| Cwm, Llc | 0.04% | 173,240 | $14,290,608 | $14,798,161 | +$507,553 | +3.55% | |
| Sei Investments Co | 0.01% | 149,306 | $14,198,190 | $12,753,719 | -$1,444,471 | -10.17% | |
| Ameriprise Financial Inc | 0.00% | 147,954 | $14,069,434 | $12,638,231 | -$1,431,203 | -10.17% |
Frequently asked questions about HSBC
Who are the largest institutional holders of HSBC?
The largest institutional holders of HSBC reported in the latest SEC Form 13F filings include Fisher Asset Management, Llc, Dimensional Fund Advisors Lp, Morgan Stanley, Goldman Sachs Group Inc, and Fmr Llc. InsiderSet ranks institutional holders by their latest reported HSBC position.
What is HSBC institutional ownership?
This page tracks HSBC positions reported by institutional investment managers through SEC Form 13F. HSBC HOLDINGS PLC-SPONS ADR (HSBC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HSBC?
InsiderSet currently tracks 717 institutional managers reporting HSBC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HSBC shareholders.
How much HSBC stock do institutions own?
Institutional investment managers disclosed approximately $7.86B in HSBC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HSBC institutional ownership last updated?
The latest HSBC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HSBC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HSBC position after the reporting date.
Are institutions buying or selling HSBC?
Institutional buying and selling can be analyzed by comparing HSBC positions across consecutive 13F reporting periods. InsiderSet's HSBC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HSBC ownership changes.
How has HSBC institutional ownership changed over time?
InsiderSet tracks HSBC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.