DaveManuel.com · Institutional Ownership · Who Owns It
HSBC HLDGS PLC (HSBC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
728
Reporting holders
$8.7B
Reported value
3.4%
Calls
4.4%
Puts
+74
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 incl. $13.3M options CALL+PUT | 1,283,561 | 0.02% | 31q | -1.6%-$2.2M |
| JANE STREET GROUP, LLC | $124.3M incl. $124.0M options CALL+PUT | 3,400 | 0.01% | 31q | -98.9%-$11.3B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $118.7M incl. $115.7M options CALL+PUT | 31,332 | 0.01% | 31q | -87.9%-$860.7M |
| Optiver Holding B.V. | $104.1M incl. $97.2M options CALL+PUT | 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 CALL+PUT | 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 incl. $11.4M options PUT | 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 |
| 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 | -5.5%-$2.4M |
| NATIXIS ADVISORS, LLC | $41.5M | 436,721 | 0.05% | 31q | +7.4%+$2.8M |
| 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 incl. $25.7M options PUT | 133,031 | 0.01% | 31q | -56.4%-$49.6M |
| 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 |
| 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 CALL+PUT | 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 CALL+PUT | 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 incl. $7.9M options CALL+PUT | 161,690 | 0.01% | 14q | -47.9%-$21.4M |
| Janney Montgomery Scott LLC | $22.8M | 240,037 | 0.04% | 31q | -1.1%-$259.1K |
| Promethos Capital, LLC | $22.4M | 235,463 | 6.09% | 11q | +18.3%+$3.5M |
| Parallax Volatility Advisers, L.P. | $21.6M incl. $14.3M options PUT | 77,340 | 0.04% | 11q | +511.8%+$18.1M |
| Point72 Asset Management, L.P. | $21.6M CALL+PUT | options only | 0.02% | 3q | OPTIONS |
| Squarepoint Ops LLC | $21.3M CALL+PUT | options only | 0.02% | 8q | OPTIONS |
| Walleye Trading LLC | $20.9M CALL+PUT | 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $19.1M | 200,940 | 0.02% | 22q | -2.6%-$503.4K |
| RITHOLTZ WEALTH MANAGEMENT | $18.0M | 188,863 | 0.27% | 22q | +8.1%+$1.3M |
| CAPTRUST FINANCIAL ADVISORS | $17.9M | 188,290 | 0.03% | 15q | HELD |
| Twin Tree Management, LP | $17.6M CALL+PUT | options only | 0.33% | 5q | OPTIONS |
| TWO SIGMA INVESTMENTS, LP | $16.9M incl. $1.8M options CALL+PUT | 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 | +7.5%+$986.0K |
| 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 CALL+PUT | 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 | HELD |
| MANNING & NAPIER ADVISORS LLC | $11.4M | 120,358 | 0.15% | 3q | +51116.2%+$11.4M |
| HRT FINANCIAL LP | $11.3M | 118,360 | 0.02% | 3q | +36.1%+$3.0M |
| 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 CALL+PUT | 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 |
| HANTZ FINANCIAL SERVICES, INC. | $6.5M | 68,594 | 0.09% | 6q | +25.5%+$1.3M |
Showing the largest 100 of 729 reported holders. The count of 728 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-08-14 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
| 2026-07-24 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
| 2026-05-26 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
| 2026-05-26 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 262 | $293.7M | 2,982,793 | 36 | 109 | 44 | 0.1% |
| Q2 2026 | 728 | $8.7B | 84,231,963 | 121 | 266 | 178 | 7.7% |
| Q1 2026 | 654 | $7.4B | 84,466,499 | 77 | 256 | 174 | 6.3% |
| Q4 2025 | 629 | $7.2B | 83,130,851 | 79 | 258 | 128 | 9.6% |
| Q3 2025 | 567 | $6.3B | 79,898,198 | 96 | 196 | 129 | 9.6% |
| Q2 2025 | 523 | $5.2B | 78,340,071 | 66 | 206 | 127 | 9.0% |
| Q1 2025 | 512 | $4.6B | 74,926,671 | 79 | 185 | 133 | 7.1% |
| Q4 2024 | 477 | $3.0B | 54,030,105 | 53 | 169 | 117 | 11.5% |
| Q3 2024 | 433 | $2.7B | 55,168,902 | 41 | 148 | 134 | 12.3% |
| Q2 2024 | 426 | $2.6B | 56,235,550 | 52 | 168 | 104 | 8.6% |
| Q1 2024 | 417 | $2.9B | 67,203,127 | 46 | 136 | 136 | 11.0% |
| Q4 2023 | 426 | $3.1B | 62,174,006 | 54 | 138 | 115 | 19.0% |
| Q3 2023 | 383 | $2.9B | 58,542,503 | 47 | 125 | 84 | 20.2% |
| Q2 2023 | 370 | $2.8B | 59,420,280 | 65 | 135 | 71 | 14.6% |
| Q1 2023 | 341 | $2.3B | 57,228,838 | 60 | 124 | 71 | 16.9% |
| Q4 2022 | 318 | $2.1B | 53,525,261 | 63 | 82 | 103 | 21.4% |
| Q3 2022 | 283 | $2.0B | 58,277,598 | 42 | 86 | 81 | 23.9% |
| Q2 2022 | 289 | $2.4B | 59,127,256 | 37 | 103 | 65 | 20.3% |
| Q1 2022 | 292 | $2.1B | 49,899,602 | 49 | 103 | 56 | 18.0% |
| Q4 2021 | 281 | $2.0B | 49,419,678 | 34 | 89 | 57 | 24.7% |
| Q3 2021 | 260 | $2.1B | 67,657,321 | 35 | 63 | 73 | 17.2% |
| Q2 2021 | 259 | $2.8B | 89,554,473 | 31 | 90 | 56 | 9.0% |
| Q1 2021 | 258 | $2.3B | 68,519,024 | 36 | 73 | 62 | 11.6% |
| Q4 2020 | 268 | $2.2B | 74,689,589 | 54 | 56 | 73 | 12.2% |
| Q3 2020 | 232 | $1.9B | 87,756,402 | 24 | 47 | 84 | 10.8% |
| Q2 2020 | 273 | $2.6B | 94,155,590 | 24 | 51 | 127 | 16.7% |
| Q1 2020 | 337 | $9.4B | 314,845,446 | 45 | 97 | 126 | 5.8% |
| Q4 2019 | 409 | $6.6B | 161,710,648 | 43 | 112 | 137 | 7.4% |
| Q3 2019 | 390 | $13.4B | 337,165,851 | 34 | 81 | 174 | 4.0% |
| Q2 2019 | 423 | $15.4B | 358,798,141 | 35 | 147 | 137 | 3.1% |
| Q1 2019 | 431 | $14.3B | 342,679,818 | 47 | 122 | 136 | 3.0% |
| Q4 2018 | 428 | $6.7B | 156,414,190 | 3 | 6 | 4 | 4.6% |