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HomeStocksHSBCInstitutional Holders

HSBC logoHSBC Holdings plc (HSBC) Institutional Ownership

Q1 2026 13F Data|Updated 2026-06-13

✨

Institutional ownership increased this quarter (+0.03 pp), though top 10 holders maintain a highly concentrated 67.4% of institutional value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
2.2%$7.0B total value · ▲ +0.03 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
67 / 100
Bullish
Institutions & Flow625 holders+25 net flow (+88 / -63)

AI Insights & Key Takeaways

  • Positive Institutional Flow (+25)
  • Marquee funds including Fisher Asset Management, Llc and Susquehanna International Group, Llp maintain significant positions
  • Top 10 holders control 67.4% of institutional value
  • No Insider Signal

Top Institutional Holders of HSBC

Ranked by reported Q1 2026 13F market value

Top 10 Holders
67.4%
Top 25 Holders
80.9%

Share of total reported institutional value in HSBC held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1Fisher Asset Management, LLC18.2M$1.50B+2.3%0.530%0.51%
2DIMENSIONAL FUND ADVISORS LP10.0M$822.6M-3.8%0.290%0.17%
3MORGAN STANLEY7.7M$631.7M+2.3%0.223%0.04%
4GOLDMAN SACHS GROUP INC4.6M$382.0M-21.7%0.135%0.04%
5FMR LLC3.8M$311.5M+20.2%0.110%0.02%
6NORTHERN TRUST CORP3.0M$251.4M+1.3%0.089%0.03%
7Sanders Capital, LLC2.8M$231.6M-2.8%0.082%0.28%
8BlackRock, Inc.2.6M$211.5M-3.2%0.075%0.00%
9BANK OF AMERICA CORP /DE/2.4M$196.8M+5.5%0.069%0.01%
10SUSQUEHANNA INTERNATIONAL GROUP, LLP1.8M$146.6M-11.0%0.052%0.02%
11AMERICAN CENTURY COMPANIES INC1.7M$137.6M+15.8%0.049%0.07%
12Clearbridge Investments, LLC1.5M$127.0M+6.7%0.045%0.11%
13ROYAL BANK OF CANADA1.3M$107.6M+17.3%0.038%0.02%
14Connor, Clark & Lunn Investment Management Ltd.937K$77.3M+30.9%0.027%0.18%
15O'SHAUGHNESSY ASSET MANAGEMENT, LLC634K$52.3M+7.3%0.018%0.26%
16UBS Group AG608K$50.2M-3.8%0.018%0.01%
17COOKSON PEIRCE & CO INC594K$49.0M-3.3%0.017%2.07%
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC580K$47.8M+19.4%0.017%0.01%
19RAYMOND JAMES FINANCIAL INC551K$45.4M-0.8%0.016%0.01%
20Quantinno Capital Management LP526K$43.4M+20.8%0.015%0.07%
21RENAISSANCE TECHNOLOGIES LLC524K$43.2M+391.6%0.015%0.07%
22FIRST TRUST ADVISORS LP501K$41.3M+1.4%0.015%0.03%
23CONTRARIAN CAPITAL MANAGEMENT, L.L.C.481K$39.7M-62.0%0.014%11.13%
24ENVESTNET ASSET MANAGEMENT INC469K$38.7M+34.4%0.014%0.01%
25WELLS FARGO & COMPANY/MN465K$38.3M-1.3%0.013%0.01%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HSBC — a direct measure of their conviction.

Quarterly Institutional Activity

Filings activity in HSBC during Q1 2026, grouped by how each filer changed its position.

OverviewNew Buyers88Added To416Trimmed116Exited63

New Buyers

88

Institutions that opened a new HSBC position in Q1 2026

  • Walleye Trading LLC$19.3M
  • Beck Bode, LLC$16.9M
  • TWO SIGMA INVESTMENTS, LP$12.2M
  • Parallax Volatility Advisers, L.P.$7.4M
  • Myriad Asset Management Advisors LLC$3.5M
  • Y-Intercept (Hong Kong) Ltd$3.0M
  • Aquatic Capital Management LLC$3.0M
  • WESTWOOD HOLDINGS GROUP INC$1.9M
  • Aperture Investors, LLC$1.9M
  • Cornerstone Planning, LLC$1.8M
  • IMC-Chicago, LLC$1.8M
  • Clearstead Advisors, LLC$1.6M

Exited Positions

63

Institutions that fully closed their HSBC position in Q1 2026

  • CITADEL ADVISORS LLC$93.6M
  • JPMORGAN CHASE & CO$27.9M
  • MERITAGE PORTFOLIO MANAGEMENT$23.3M
  • BALYASNY ASSET MANAGEMENT LLC$14.5M
  • BAROMETER CAPITAL MANAGEMENT INC.$13.3M
  • TWO SIGMA ADVISERS, LP$11.3M
  • Campbell & CO Investment Adviser LLC$7.4M
  • CAPROCK Group, Inc.$5.1M
  • Schonfeld Strategic Advisors LLC$3.9M

HSBC Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q1 2026625+4.2%2.18%+0.03 pp$6.95B+1.7%
Q4 2025600+11%2.15%+0.30 pp$6.83B+16%
Q3 2025541+6.9%1.85%0.41 pp$5.90B18%
Q2 2025506+1.8%2.26%+0.90 pp$7.19B+66%
Q1 2025497+9.5%1.36%+0.46 pp$4.33B+51%
Q4 2024454+9.1%0.90%+0.18 pp$2.86B+24%
Q3 2024416+1.2%0.72%0.03 pp$2.31B4.0%
Q2 2024411—0.75%—$2.40B—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

HSBC — Frequently Asked Questions

Quick answers to the most common questions about buying HSBC stock.

What percentage of HSBC is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of HSBC Holdings plc stands at 2.2%, held across 625 reporting institutions.

Who is the largest institutional holder of HSBC?

Fisher Asset Management, LLC is the largest reported institutional holder of HSBC, with approximately 18,202,800 shares worth $1.50B as of Q1 2026.

Is HSBC a hedge fund favorite?

Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of HSBC, including Fisher Asset Management, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, RENAISSANCE TECHNOLOGIES LLC.

What is HSBC's Smart Money Score?

Our composite Smart Money Score for HSBC is 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought HSBC this quarter?

88 institutions opened new positions in HSBC during Q1 2026, while 63 fully exited. 416 added to existing positions and 116 trimmed.

How is institutional ownership of HSBC changing?

HSBC institutional ownership rose by 0.03 percentage points quarter-over-quarter, with a net change of +25 holders.

How concentrated is HSBC ownership among the top holders?

The top 10 institutions account for 67.4% of all reported 13F value in HSBC, and the top 25 account for 80.9%.

Where does this HSBC institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

  • Jain Global LLC$3.8M
  • Forum Financial Management, LP$3.5M
  • GLENMEDE TRUST CO NA$2.2M