HSBC Holdings PLC (HSBC) shareholders

HSBCNYSESavings Institution, Federally CharteredFiscal year ends December 31Also trades as HBCYF

Financials through fiscal 2025, year ended Dec 31, 2025Score 1/30

$89.62+0.54 (+0.61%)

Close on Nov 13, 2026Market cap $307.85BP/E 14.9Yield –

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

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)

49 funds held HSBC in Q2 2026, 8% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.

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.

Short interest

Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)

Short % of shares outstanding

–

4M shares short

Days to cover

2.1

At 2M shares a day

Change since last report

-8.8%

From 5M shares

Short volume, 20 days

45.3%

Of volume reported to FINRA

Shares sold short, last 12 months

Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of HSBC's stock actually held short. Settlement fails (shares not delivered on time) peaked at 108,571 shares on Sep 16, 2026 over the last 90 days.

Planned insider sales

Notices of proposed sale filed on Form 144 before shares are sold

Seller	Filed	Shares	Market value	Planned sale	Acquired through
Cardoso da silva Sergio Tony Heir, investor	Oct 5, 2026	800,000,000,000	$97	Feb 26, 2026	Heritage

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