HSBC Holdings plc 13F holders
716 funds reported a position in HSBC Holdings plc in their 13F for the quarter ended 30 June 2026, together 84.2 million shares worth $8.01 billion. Against the quarter before, 104 opened a position, 276 added, 185 trimmed and 52 sold out; together they sold a net 21,949 shares. The largest holders: Fisher Asset Management, LLC, Dimensional Fund Advisors LP and Morgan Stanley.
Funds holding716+67 on Q1 2026
Shares they held84.2Mworth $8.01 billion
Net sold on the quarter21,949 sharesabout $2.1 million at the funds' values
Funds buying to selling380 to 237opened or added, to cut or sold
Opened 104Added 276Held 146Trimmed 185Sold out 52
What each fund did in HSBC against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in HSBC in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
5,013 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 436 reported a position in HSBC Holdings plc: 39 opened one, 179 added, 101 trimmed and 24 sold out, a net 791,853 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 4 reported a position in HSBC Holdings plc in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 4.3 million shares worth $412.4 million, 0.0% of its reported book. Sold out: Citadel Advisors. In the quarter, 2 funds added or opened a position and 3 trimmed or sold out; together they bought a net 211,289 shares, about $20.1 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 4,336,546 | $412.4 million | 0.0% | +559,850 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 419,122 | $39.9 million | 0.1% | -105,000 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 161,690 | $15.4 million | 0.0% | -148,680 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 158,284 | $15.1 million | 0.0% | +9,985 | added | 30 June 2026 | 13F |
| Citadel Advisors | 0 | $0 | 0.0% | -104,866 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 18,572,508 | 22.05% | $1.77 billion | 0.53% | +369,708 | 13F |
| Dimensional Fund Advisors LP | 9,812,755 | 11.65% | $933.1 million | 0.17% | -159,466 | 13F |
| Morgan Stanley | 8,077,493 | 9.59% | $768.1 million | 0.04% | +419,000 | 13F |
| Goldman Sachs Group Inc. | 5,658,007 | 6.72% | $538.0 million | 0.06% | +1,027,574 | 13F |
| FMR LLC | 4,336,546 | 5.15% | $412.4 million | 0.02% | +559,850 | 13F |
| Northern Trust Corp. | 3,012,114 | 3.58% | $286.4 million | 0.03% | -35,368 | 13F |
| Sanders Capital, LLC | 2,632,430 | 3.12% | $250.3 million | 0.25% | -174,600 | 13F |
| BlackRock, Inc. | 2,480,130 | 2.94% | $235.8 million | 0.00% | -83,715 | 13F |
| Bank of America Corp. | 2,399,615 | 2.85% | $228.2 million | 0.01% | +13,732 | 13F |
| American Century Companies Inc. | 1,665,928 | 1.98% | $158.4 million | 0.07% | -1,758 | 13F |
| Royal Bank of Canada | 1,283,561 | 1.52% | $122.1 million | 0.02% | -20,631 | 13F |
| Clearbridge Investments, LLC | 1,057,593 | 1.26% | $100.6 million | 0.08% | -482,214 | 13F |
| O'shaughnessy Asset Management, LLC | 716,556 | 0.85% | $68.1 million | 0.32% | +82,747 | 13F |
| Charles Schwab Investment Management Inc. | 667,970 | 0.79% | $63.5 million | 0.01% | +88,363 | 13F |
| Quantinno Capital Management LP | 605,426 | 0.72% | $57.6 million | 0.07% | +79,651 | 13F |
| Cookson Peirce & Co. Inc. | 594,134 | 0.71% | $56.5 million | 1.86% | +257 | 13F |
| JPMorgan Chase & Co. | 574,663 | 0.68% | $54.6 million | 0.00% | +92,912 | 13F |
| UBS Group AG | 463,366 | 0.55% | $44.1 million | 0.01% | -144,828 | 13F |
| Raymond James Financial Inc. | 445,799 | 0.53% | $42.4 million | 0.01% | -105,378 | 13F |
| Tredje AP-fonden | 441,900 | 0.52% | $42.0 million | 0.19% | +308,011 | 13F |
| Envestnet Asset Management Inc. | 439,037 | 0.52% | $41.7 million | 0.01% | -30,086 | 13F |
| Wells Fargo & Company | 438,944 | 0.52% | $41.7 million | 0.01% | -25,705 | 13F |
| Natixis Advisors, LLC | 436,721 | 0.52% | $41.5 million | 0.05% | +29,920 | 13F |
| 1832 Asset Management L.P. | 433,579 | 0.51% | $41.2 million | 0.05% | +141,896 | 13F |
| Crossmark Global Holdings, Inc. | 433,418 | 0.51% | $41.2 million | 0.54% | -11,057 | 13F |
| Renaissance Technologies LLC | 419,122 | 0.50% | $39.9 million | 0.06% | -105,000 | 13F |
| AQR Capital Management LLC | 413,625 | 0.49% | $39.3 million | 0.01% | +85,000 | 13F |
| Bank of Montreal | 408,789 | 0.49% | $38.9 million | 0.01% | +71,849 | 13F |
| First Trust Advisors LP | 397,504 | 0.47% | $37.8 million | 0.02% | -103,001 | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 392,331 | 0.47% | $37.3 million | 0.07% | -544,236 | 13F |
| LPL Financial LLC | 370,766 | 0.44% | $35.3 million | 0.01% | -6,601 | 13F |
| Qube Research & Technologies Ltd | 342,206 | 0.41% | $32.5 million | 0.04% | +140,546 | 13F |
| Bank of New York Mellon Corp | 326,206 | 0.39% | $31.0 million | 0.01% | +11,388 | 13F |
| Creative Planning | 313,988 | 0.37% | $29.9 million | 0.02% | -2,695 | 13F |
| Abc Arbitrage SA | 283,637 | 0.34% | $27.0 million | 2.91% | +540 | 13F |
| QRG Capital Management, Inc. | 264,385 | 0.31% | $25.1 million | 0.21% | +31,191 | 13F |
| HighTower Advisors, LLC | 251,966 | 0.30% | $24.0 million | 0.02% | -3,528 | 13F |
| Janney Montgomery Scott LLC | 240,037 | 0.28% | $22.8 million | 0.04% | -2,725 | 13F |
| Promethos Capital, LLC | 235,463 | 0.28% | $22.4 million | 6.09% | +36,371 | 13F |
| Foresight Global Investors, Inc. | 213,514 | 0.25% | $20.3 million | 12.31% | +2,419 | 13F |
| Mariner, LLC | 212,178 | 0.25% | $20.2 million | 0.02% | -6,715 | 13F |
| Beck Bode, LLC | 208,170 | 0.25% | $19.8 million | 3.00% | +3,236 | 13F |
| Mercer Global Advisors Inc. | 200,940 | 0.24% | $19.1 million | 0.02% | -5,294 | 13F |
| Ritholtz Wealth Management | 188,863 | 0.22% | $18.0 million | 0.27% | +14,090 | 13F |
| Captrust Financial Advisors | 188,290 | 0.22% | $17.9 million | 0.03% | +863 | 13F |
| Pathstone Holdings, LLC | 174,752 | 0.21% | $16.6 million | 0.05% | -1,484 | 13F |
| Ethic Inc. | 174,381 | 0.21% | $16.6 million | 0.21% | +15,679 | 13F |
| American Assets Investment Management, LLC | 166,918 | 0.20% | $15.9 million | 0.96% | no change | 13F |
| Millennium Management LLC | 161,690 | 0.19% | $15.4 million | 0.01% | -148,680 | 13F |
| Two Sigma Investments, LP | 158,284 | 0.19% | $15.1 million | 0.01% | +9,985 | 13F |
The 50 largest of the 716 funds that reported a position in HSBC in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on HSBC
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 523,500 | $49.8 million | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 373,100 | $35.5 million | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 129,500 | $12.3 million | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 97,400 | $9.3 million | 30 June 2026 | 13F |
| Millennium Management | Calls | 59,900 | $5.7 million | 30 June 2026 | 13F |
| Millennium Management | Puts | 22,700 | $2.2 million | 30 June 2026 | 13F |
| Two Sigma Investments | Puts | 10,100 | $960,409 | 30 June 2026 | 13F |
| Two Sigma Investments | Calls | 9,100 | $865,319 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
None in the last twelve months: no holder crossed 5%, changed materially, or filed an annual 13G in the window.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 13 October 2026 | 76 | $94.32 | SEC |
| 7 October 2026 | 10,419 | $97.58 | SEC |
| 29 September 2026 | 55 | $101.18 | SEC |
| 21 September 2026 | 2,348 | $101.83 | SEC |
| 18 September 2026 | 7,340 | $102.84 | SEC |
| 17 September 2026 | 5,267 | $100.84 | SEC |
| 16 September 2026 | 108,571 | $102.22 | SEC |
| 11 September 2026 | 885 | $103.70 | SEC |
| 8 September 2026 | 58 | $107.11 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.