HSBCNYSESavings Institution, Federally CharteredFiscal year ends December 31Also trades as HBCYF
HSBC HOLDINGS PLC
Financials through fiscal 2025, year ended Dec 31, 2025
$92.96−1.61 (-1.70%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- 77.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
84M
Shares held, 13F filers
Institutional holders
707
125 new, 52 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
1 buys · 1 sales
Net sold $418.55K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 1,660,638,609 | 8.60% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HSBC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 18,572,508 | – | $1.77B | +369,708 | 0.53% |
| Dimensional Fund Advisors LP | 9,812,755 | – | $933.09M | −159,466 | 0.17% |
| Morgan Stanley | 8,077,493 | – | $768.09M | +419,000 | 0.04% |
| Goldman Sachs Group Inc | 5,658,007 | – | $538.02M | +1,027,574 | 0.05% |
| FMR LLC | 4,336,546 | – | $412.36M | +559,850 | 0.02% |
| Northern Trust Corp | 3,012,114 | – | $286.42M | −35,368 | 0.03% |
| Sanders Capital, LLC | 2,632,430 | – | $250.32M | −174,600 | 0.25% |
| BlackRock, Inc. | 2,480,130 | – | $235.84M | −83,715 | 0.00% |
| Bank Of America Corp /De/ | 2,399,615 | – | $228.18M | +13,732 | 0.01% |
| American Century Companies Inc | 1,665,928 | – | $158.41M | −1,758 | 0.07% |
| Royal Bank of Canada | 1,283,561 | – | $122.06M | −20,631 | 0.02% |
| Clearbridge Investments, LLC | 1,057,593 | – | $100.57M | −482,214 | 0.08% |
| O'Shaughnessy Asset Management, LLC | 716,556 | – | $68.14M | +82,747 | 0.31% |
| Charles Schwab Investment Management Inc | 667,970 | – | $63.52M | +88,363 | 0.01% |
| Quantinno Capital Management LP | 605,426 | – | $57.57M | +79,651 | 0.07% |
| Cookson Peirce & Co Inc | 594,134 | – | $56.50M | +257 | 1.86% |
| JPMorgan Chase & Co | 574,663 | – | $54.64M | +92,912 | 0.00% |
| UBS Group AG | 463,366 | – | $44.06M | −144,828 | 0.01% |
| Raymond James Financial Inc | 445,799 | – | $42.39M | −105,378 | 0.01% |
| Tredje AP-fonden | 441,900 | – | $42.02M | +308,011 | 0.19% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 707 | 84M | 125 / 277 | 182 / 52 | 6M | 5M |
| Q1 2026 | 645 | 84M | 85 / 265 | 184 / 47 | 7M | 5M |
| Q4 2025 | 615 | 83M | 105 / 273 | 132 / 36 | 7M | 4M |
| Q3 2025 | 555 | 80M | 98 / 208 | 136 / 47 | 6M | 4M |
| Q2 2025 | 513 | 78M | 72 / 213 | 128 / 55 | 7M | 4M |
| Q1 2025 | 507 | 75M | 85 / 192 | 134 / 36 | 23M | 2M |
| Q4 2024 | 466 | 54M | 80 / 179 | 123 / 30 | 5M | 6M |
| Q3 2024 | 425 | 55M | 48 / 161 | 138 / 37 | 10M | 8M |
| Q2 2024 | 419 | 56M | 54 / 177 | 112 / 42 | 5M | 16M |
| Q1 2024 | 410 | 67M | 52 / 142 | 140 / 52 | 14M | 9M |
| Q4 2023 | 412 | 62M | 75 / 143 | 120 / 32 | 9M | 5M |
| Q3 2023 | 375 | 59M | 51 / 134 | 88 / 39 | 5M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HSBC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Dimensional International Value ETF | 2,551,198 | – | $271.50M | 1.27% | Jul 31, 2026 |
| Vanguard Windsor Ii Fund | 2,521,100 | – | $268.30M | 0.40% | Jul 31, 2026 |
| International Core Equity 2 Portfolio | 2,131,133 | – | $226.80M | 0.53% | Jul 31, 2026 |
| The Dfa International Value Series | 2,129,759 | – | $226.65M | 1.18% | Jul 31, 2026 |
| Avantis International Equity ETF | 1,467,665 | – | $137.58M | 0.81% | May 31, 2026 |
| Dimensional International Core Equity 2 ETF | 682,526 | – | $72.63M | 0.49% | Jul 31, 2026 |
| Fidelity Enhanced International ETF | 484,049 | – | $46.03M | 0.45% | Jun 30, 2026 |
| Large Cap International Portfolio | 362,959 | – | $38.63M | 0.43% | Jul 31, 2026 |
| First Trust Value Line Dividend Index Fund | 324,761 | – | $30.88M | 0.38% | Jun 30, 2026 |
| Dimensional World ex. U.S. Core Equity 2 ETF | 312,914 | – | $33.30M | 0.28% | Jul 31, 2026 |
| International Sustainability Core 1 Portfolio | 160,819 | – | $17.11M | 0.39% | Jul 31, 2026 |
| Avantis International Large Cap Value ETF | 154,293 | – | $14.46M | 0.81% | May 31, 2026 |
| Steward Values Enhanced International Fund | 154,219 | – | $16.41M | 4.83% | Jul 31, 2026 |
| Dimensional VA International Value Portfolio | 126,008 | – | $13.41M | 1.65% | Jul 31, 2026 |
| International Social Core Equity Portfolio | 124,447 | – | $13.24M | 0.57% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Daniel Scott Palomaki | Global Financial Controller | 4,973 | Aug 25, 2026 |
| Jonathan Bingham | Global Financial Controller | 24,919 | Mar 30, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Daniel Scott Palomaki Global Financial Controller | May 7, 2026 | Sale | −23,123 | $18.11 | $418.76K | 4,973 |
| Jonathan Bingham Global Financial Controller | Mar 27, 2026 | Buy | +13 | $15.81 | $206 | 1,786 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| da silva Sergio Tony Cardoso Heir, investor | Oct 5, 2026 | 800,000,000,000 | $97 | Feb 26, 2026 | Heritage |