Who owns HSBC (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-Q1 13F filings. 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
132 tracked funds added or opened HSBC while 69 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 638 tracked filers holding HSBC, 347 increased or opened the position and 241 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 2025-Q4 and 2026-Q1 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 17
- Beck Bode, LLC$17M
- TWO SIGMA INVESTMENTS, LP$12M
- PARK AVENUE SECURITIES LLC$4M
- Myriad Asset Management Advisors LLC$3M
- Y-Intercept (Hong Kong) Ltd$3M
- Aquatic Capital Management LLC$3M
Full exits 22
- MERITAGE PORTFOLIO MANAGEMENT$23M
- Janney Capital Management LLC$17M
- BAROMETER CAPITAL MANAGEMENT INC.$13M
- TWO SIGMA ADVISERS, LP$11M
- Campbell & CO Investment Adviser LLC$7M
- Balyasny Asset Management L.P.$7M
Largest adds
- Fisher Asset Management, LLC$101M
- FMR LLC$64M
- MORGAN STANLEY$43M
- RENAISSANCE TECHNOLOGIES LLC$35M
- CITIGROUP INC$32M
- AMERICAN CENTURY COMPANIES INC$24M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$85M
- GOLDMAN SACHS GROUP INC$83M
- CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$60M
- MILLENNIUM MANAGEMENT LLC$16M
- Qube Research & Technologies Ltd$12M
- HRT FINANCIAL LP$7M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fisher Asset Management, LLC added | 18,202,800 | $1.5B | 22.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 9,972,221 | $823M | 12.4% | 2026-Q1 |
| MORGAN STANLEY added | 7,658,493 | $632M | 9.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 4,630,433 | $382M | 5.8% | 2026-Q1 |
| FMR LLC added | 3,776,680 | $312M | 4.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 3,047,482 | $251M | 3.8% | 2026-Q1 |
| Sanders Capital, LLC trimmed | 2,807,030 | $232M | 3.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,557,407 | $211M | 3.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,385,883 | $197M | 3.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,667,686 | $138M | 2.1% | 2026-Q1 |
| Clearbridge Investments, LLC added | 1,539,807 | $127M | 1.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,304,192 | $108M | 1.6% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 936,567 | $77M | 1.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 633,809 | $52M | 0.8% | 2026-Q1 |
| UBS Group AG added | 608,194 | $50M | 0.8% | 2026-Q1 |
| COOKSON PEIRCE & CO INC trimmed | 593,877 | $49M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 579,607 | $48M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 551,177 | $45M | 0.7% | 2026-Q1 |
| Quantinno Capital Management LP added | 525,775 | $43M | 0.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 524,122 | $43M | 0.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 500,505 | $41M | 0.6% | 2026-Q1 |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. trimmed | 481,063 | $40M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 469,123 | $39M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 464,649 | $38M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 481,751 | $38M | 0.6% | 2026-Q1 |
| Crossmark Global Holdings, Inc. trimmed | 444,475 | $37M | 0.6% | 2026-Q1 |
| CITIGROUP INC added | 415,108 | $34M | 0.5% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 406,801 | $34M | 0.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 377,367 | $31M | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP added | 338,412 | $28M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 336,940 | $28M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 327,692 | $27M | 0.4% | 2026-Q1 |
| Creative Planning trimmed | 316,683 | $26M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 314,818 | $26M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 312,086 | $26M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 310,370 | $26M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 305,338 | $25M | 0.4% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 291,683 | $24M | 0.4% | 2026-Q1 |
| ABC ARBITRAGE SA trimmed | 283,097 | $23M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 258,475 | $21M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 255,494 | $21M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 242,762 | $20M | 0.3% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 233,194 | $19M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 218,893 | $18M | 0.3% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 216,957 | $18M | 0.3% | 2026-Q1 |
| Foresight Global Investors, Inc. trimmed | 211,095 | $17M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 210,569 | $17M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 206,234 | $17M | 0.3% | 2026-Q1 |
| Beck Bode, LLC added | 204,934 | $17M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 201,660 | $17M | 0.3% | 2026-Q1 |
| Promethos Capital, LLC trimmed | 199,092 | $16M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 187,427 | $15M | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC added | 176,236 | $15M | 0.2% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 174,773 | $14M | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 173,240 | $14M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ added | 172,327 | $14M | 0.2% | 2026-Q1 |
| American Assets Investment Management, LLC | 166,918 | $14M | 0.2% | 2026-Q1 |
| Ethic Inc. added | 158,702 | $13M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 148,299 | $12M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 147,300 | $12M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 142,229 | $12M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 137,585 | $11M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 137,925 | $11M | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 137,845 | $11M | 0.2% | 2026-Q1 |
| Tredje AP-fonden added | 133,889 | $11M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 129,896 | $11M | 0.2% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC trimmed | 129,488 | $11M | 0.2% | 2026-Q1 |
| Vident Advisory, LLC added | 116,003 | $10M | 0.1% | 2026-Q1 |
| M&T Bank Corp added | 115,369 | $10M | 0.1% | 2026-Q1 |
| Manatuck Hill Partners, LLC | 107,448 | $9M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 104,866 | $9M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 104,460 | $9M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 102,919 | $8M | 0.1% | 2026-Q1 |
| Brooklyn Investment Group added | 102,274 | $8M | 0.1% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC added | 99,451 | $8M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 95,295 | $8M | 0.1% | 2026-Q1 |
| BARCLAYS PLC added | 94,683 | $8M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 93,856 | $8M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 89,375 | $7M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 87,301 | $7M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 86,944 | $7M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 83,222 | $7M | 0.1% | 2026-Q1 |
| Callan Family Office, LLC added | 79,568 | $7M | 0.1% | 2026-Q1 |
| FACTORY MUTUAL INSURANCE CO | 77,552 | $6M | 0.1% | 2026-Q1 |
| Naviter Wealth, LLC added | 75,156 | $6M | 0.1% | 2026-Q1 |
| Compound Planning, Inc. added | 75,875 | $6M | 0.1% | 2026-Q1 |
| Americana Partners, LLC added | 74,548 | $6M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 74,492 | $6M | 0.1% | 2026-Q1 |
| HENNESSY ADVISORS INC trimmed | 72,200 | $6M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 70,960 | $6M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 69,462 | $6M | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC added | 67,698 | $6M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 64,196 | $5M | 0.1% | 2026-Q1 |
| MERITAGE PORTFOLIO MANAGEMENT trimmed | 295,700 | $23M | 0.4% | 2025-Q4 stale |
| Janney Capital Management LLC trimmed | 219,596 | $17M | 0.3% | 2025-Q4 stale |
| BAROMETER CAPITAL MANAGEMENT INC. added | 41,574 | $13M | 0.2% | 2025-Q4 stale |
| Gunderson Capital Management Inc. trimmed | 161,909 | $11M | 0.2% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 143,600 | $11M | 0.2% | 2025-Q4 stale |
| Campbell & CO Investment Adviser LLC added | 94,331 | $7M | 0.1% | 2025-Q4 stale |
| Balyasny Asset Management L.P. added | 84,943 | $7M | 0.1% | 2025-Q4 stale |
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.