Who owns HSBC
Which tracked institutional funds hold HSBC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HSBC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
185 tracked funds added or opened HSBC while 69 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HSBC’s largest tracked holder by dollar value, Fisher Asset Management, LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HSBC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 680 tracked filers holding HSBC, 385 increased or opened the position and 263 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HSBC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 20
- Nuveen, LLC$14M
- NOMURA HOLDINGS INC$13M
- Bellars Harris Wealth Management, LLC$8M
- Optiver Holding B.V.$7M
- Caprock Group, LLC$6M
- Engineers Gate Manager LP$4M
Full exits 34
- CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$40M
- NATIXIS ADVISORS, LLC$34M
- MARSHALL WACE, LLP$28M
- HighTower Advisors, LLC$21M
- Janney Montgomery Scott LLC$20M
- CAPITAL FUND MANAGEMENT S.A.$18M
Largest adds
- Fisher Asset Management, LLC$265M
- GOLDMAN SACHS GROUP INC$156M
- MORGAN STANLEY$136M
- DIMENSIONAL FUND ADVISORS LP$110M
- FMR LLC$101M
- NORTHERN TRUST CORP$35M
Largest trims
- Connor, Clark & Lunn Investment Management Ltd.$40M
- Clearbridge Investments, LLC$26M
- JANE STREET GROUP, LLC$25M
- CITIGROUP INC$21M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$18M
- BNP PARIBAS FINANCIAL MARKETS$13M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fisher Asset Management, LLC added | 18,572,508 | $1.8B | 23.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 9,812,755 | $933M | 12.5% | 2026-Q2 |
| MORGAN STANLEY added | 8,077,493 | $768M | 10.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 5,658,007 | $538M | 7.2% | 2026-Q2 |
| FMR LLC added | 4,336,546 | $412M | 5.5% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 3,012,114 | $286M | 3.8% | 2026-Q2 |
| Sanders Capital, LLC trimmed | 2,632,430 | $250M | 3.4% | 2026-Q2 |
| BlackRock, Inc. trimmed | 2,480,130 | $236M | 3.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,399,615 | $228M | 3.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,665,928 | $158M | 2.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,283,561 | $122M | 1.6% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 1,057,593 | $101M | 1.4% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 716,556 | $68M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 667,970 | $64M | 0.9% | 2026-Q2 |
| Quantinno Capital Management LP added | 605,426 | $58M | 0.8% | 2026-Q2 |
| COOKSON PEIRCE & CO INC added | 594,134 | $56M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 574,663 | $55M | 0.7% | 2026-Q2 |
| UBS Group AG trimmed | 463,366 | $44M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 445,799 | $42M | 0.6% | 2026-Q2 |
| Tredje AP-fonden added | 441,900 | $42M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 439,037 | $42M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 438,944 | $42M | 0.6% | 2026-Q2 |
| 1832 Asset Management L.P. added | 433,579 | $41M | 0.6% | 2026-Q2 |
| Crossmark Global Holdings, Inc. trimmed | 433,418 | $41M | 0.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 419,122 | $40M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 413,625 | $39M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 408,789 | $39M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 397,504 | $38M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 392,331 | $37M | 0.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 370,766 | $35M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 342,206 | $33M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 326,206 | $31M | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 313,988 | $30M | 0.4% | 2026-Q2 |
| ABC ARBITRAGE SA added | 283,637 | $27M | 0.4% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 264,385 | $25M | 0.3% | 2026-Q2 |
| Promethos Capital, LLC added | 235,463 | $22M | 0.3% | 2026-Q2 |
| Foresight Global Investors, Inc. added | 213,514 | $20M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 212,178 | $20M | 0.3% | 2026-Q2 |
| Beck Bode, LLC added | 208,170 | $20M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 200,940 | $19M | 0.3% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 188,863 | $18M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 188,290 | $18M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 174,752 | $17M | 0.2% | 2026-Q2 |
| Ethic Inc. added | 174,381 | $17M | 0.2% | 2026-Q2 |
| American Assets Investment Management, LLC | 166,918 | $16M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 161,690 | $15M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 158,284 | $15M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 157,469 | $15M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 149,306 | $14M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 147,954 | $14M | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 145,568 | $14M | 0.2% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 140,755 | $13M | 0.2% | 2026-Q2 |
| NOMURA HOLDINGS INC new | 140,648 | $13M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 135,190 | $13M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 133,031 | $13M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 126,625 | $12M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 125,095 | $12M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 125,086 | $12M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 122,531 | $12M | 0.2% | 2026-Q2 |
| M&T Bank Corp added | 120,855 | $11M | 0.2% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 120,358 | $11M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 115,369 | $11M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 112,365 | $11M | 0.1% | 2026-Q2 |
| Manatuck Hill Partners, LLC | 107,448 | $10M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC added | 102,153 | $10M | 0.1% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC trimmed | 98,141 | $9M | 0.1% | 2026-Q2 |
| Naviter Wealth, LLC added | 94,781 | $9M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 92,143 | $9M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 90,839 | $9M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 87,615 | $8M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 87,439 | $8M | 0.1% | 2026-Q2 |
| Bellars Harris Wealth Management, LLC new | 84,607 | $8M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC added | 82,060 | $8M | 0.1% | 2026-Q2 |
| Compound Planning, Inc. added | 79,278 | $8M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 78,538 | $7M | 0.1% | 2026-Q2 |
| FACTORY MUTUAL INSURANCE CO | 77,552 | $7M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 77,459 | $7M | 0.1% | 2026-Q2 |
| Parallax Volatility Advisers, L.P. added | 77,340 | $7M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 77,056 | $7M | 0.1% | 2026-Q2 |
| Americana Partners, LLC added | 75,309 | $7M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 74,546 | $7M | 0.1% | 2026-Q2 |
| Optiver Holding B.V. new | 72,877 | $7M | 0.1% | 2026-Q2 |
| HENNESSY ADVISORS INC trimmed | 70,900 | $7M | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 70,855 | $7M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 66,048 | $6M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 65,586 | $6M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 65,570 | $6M | 0.1% | 2026-Q2 |
| Caprock Group, LLC added | 65,562 | $6M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 64,551 | $6M | 0.1% | 2026-Q2 |
| Gradient Investments LLC added | 63,621 | $6M | 0.1% | 2026-Q2 |
| Generali Investments CEE, investicni spolecnost, a.s. added | 63,521 | $6M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 62,157 | $6M | 0.1% | 2026-Q2 |
| Old Port Advisors added | 59,281 | $6M | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 59,033 | $6M | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 57,080 | $5M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 56,089 | $5M | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 56,069 | $6M | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 52,903 | $5M | 0.1% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 51,262 | $5M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 50,430 | $5M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.