HSBC HOLDINGS PLC - SPON ADR NEW (HSBC)

CUSIP: 404280406

Q1 2017 13F Holders as of 31 Mar 2017

Type / Class
Equity / SPON ADR NEW
Total 13F shares
93,965,374
Share change
+776,821
Total reported value
$3,835,054,449
Put/Call ratio
361%
Price per share
$40.82
Number of holders
343
Value change
+$32,448,753
Number of buys
163
Number of sells
133

Quarterly Holders Quick Answers

What is CUSIP 404280406?
CUSIP 404280406 identifies HSBC - HSBC HOLDINGS PLC - SPON ADR NEW in SEC institutional holdings data.

Need full ownership history?
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Top shareholders of HSBC - HSBC HOLDINGS PLC - SPON ADR NEW (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Fisher Asset Management, LLC
13F
Company
class O/S missing
12,868,635
$517,062,000 31 Dec 2016
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
class O/S missing
12,756,333
$512,549,000 31 Dec 2016
13F
CAMBIAR INVESTORS LLC
13F
Company
class O/S missing
6,494,805
$260,961,000 31 Dec 2016
13F
FMR LLC
13F
Company
class O/S missing
6,457,232
$259,451,000 31 Dec 2016
13F
NORTHERN TRUST CORP
13F
Company
class O/S missing
3,895,264
$156,512,000 31 Dec 2016
13F
ROYAL BANK OF CANADA
13F
Company
class O/S missing
3,891,425
$156,357,000 31 Dec 2016
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
3,826,851
$153,763,000 31 Dec 2016
13F
SCHAFER CULLEN CAPITAL MANAGEMENT INC
13F
Company
class O/S missing
3,739,596
$150,257,000 31 Dec 2016
13F
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC
13F
Company
class O/S missing
2,799,337
$112,477,000 31 Dec 2016
13F
Capital Research Global Investors
13F
Company
class O/S missing
2,182,837
$87,706,000 31 Dec 2016
13F
HARDING LOEVNER LP
13F
Company
class O/S missing
1,864,771
$74,927,000 31 Dec 2016
13F
AMERIPRISE FINANCIAL INC
13F
Company
class O/S missing
1,792,502
$72,021,000 31 Dec 2016
13F
BRANDES INVESTMENT PARTNERS, LP
13F
Company
class O/S missing
1,680,294
$67,514,000 31 Dec 2016
13F
FRANKLIN RESOURCES INC
13F
Company
class O/S missing
1,524,734
$61,264,000 31 Dec 2016
13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC
13F
Company
class O/S missing
1,515,654
$60,899,000 31 Dec 2016
13F
MORGAN STANLEY
13F
Company
class O/S missing
1,496,590
$60,134,000 31 Dec 2016
13F
GOLDMAN SACHS GROUP INC
13F
Company
class O/S missing
1,319,112
$53,003,000 31 Dec 2016
13F
WELLS FARGO & COMPANY/MN
13F
Company
class O/S missing
1,257,651
$50,533,000 31 Dec 2016
13F
UBS Group AG
13F
Company
class O/S missing
1,168,496
$46,951,000 31 Dec 2016
13F
Aperio Group, LLC
13F
Company
class O/S missing
1,104,454
$44,377,000 31 Dec 2016
13F
Cullen Capital Management, LLC
13F
Company
class O/S missing
1,102,250
$44,288,000 31 Dec 2016
13F
Segantii Capital Management Ltd
13F
Company
class O/S missing
1,075,754
$43,181,000 31 Dec 2016
13F
BESSEMER GROUP INC
13F
Company
class O/S missing
1,011,811
$40,656,000 31 Dec 2016
13F
Maven Securities LTD
13F
Company
class O/S missing
820,822
$33,320,000 31 Dec 2016
13F
JARISLOWSKY, FRASER Ltd
13F
Company
class O/S missing
792,157
$31,828,000 31 Dec 2016
13F
Invesco Ltd.
13F
Company
class O/S missing
648,244
$26,047,000 31 Dec 2016
13F
TWO SIGMA INVESTMENTS, LP
13F
Company
class O/S missing
516,740
$20,763,000 31 Dec 2016
13F
NWQ INVESTMENT MANAGEMENT COMPANY, LLC
13F
Company
class O/S missing
511,699
$20,560,000 31 Dec 2016
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
class O/S missing
458,041
$18,404,000 31 Dec 2016
13F
Nationwide Fund Advisors
13F
Company
class O/S missing
409,167
$16,440,000 31 Dec 2016
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
class O/S missing
385,986
$15,509,000 31 Dec 2016
13F
Janney Capital Management LLC
13F
Company
class O/S missing
362,292
$14,556,000 31 Dec 2016
13F
JPMORGAN CHASE & CO
13F
Company
class O/S missing
340,782
$13,692,000 31 Dec 2016
13F
NATIXIS ADVISORS, LLC
13F
Company
class O/S missing
339,615
$13,646,000 31 Dec 2016
13F
CAPSTONE ASSET MANAGEMENT CO
13F
Company
class O/S missing
338,771
$13,612,000 31 Dec 2016
13F
Clearbridge Investments, LLC
13F
Company
class O/S missing
324,957
$13,057,000 31 Dec 2016
13F
UNITED SERVICES AUTOMOBILE ASSOCIATION
13F
Company
class O/S missing
261,433
$10,602,000 31 Dec 2016
13F
COMERICA BANK
13F
Company
class O/S missing
239,281
$9,849,000 31 Dec 2016
13F
World Asset Management Inc
13F
Company
class O/S missing
243,422
$9,781,000 31 Dec 2016
13F
HUTCHINSON CAPITAL MANAGEMENT/CA
13F
Company
class O/S missing
236,126
$9,487,000 31 Dec 2016
13F
US BANCORP \DE\
13F
Company
class O/S missing
234,435
$9,420,000 31 Dec 2016
13F
Janney Montgomery Scott LLC
13F
Company
class O/S missing
219,459
$8,818,000 31 Dec 2016
13F
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
13F
Company
class O/S missing
124,426
$8,399,000 31 Dec 2016
13F
HighTower Advisors, LLC
13F
Company
class O/S missing
207,757
$8,329,000 31 Dec 2016
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
class O/S missing
203,951
$8,195,000 31 Dec 2016
13F
CITIGROUP INC
13F
Company
class O/S missing
195,070
$7,838,000 31 Dec 2016
13F
GUGGENHEIM CAPITAL LLC
13F
Company
class O/S missing
191,751
$7,705,000 31 Dec 2016
13F
BANK OF MONTREAL /CAN/
13F
Company
class O/S missing
185,244
$7,325,000 31 Dec 2016
13F
GUARDIAN CAPITAL ADVISORS LP
13F
Company
class O/S missing
176,980
$7,284,000 31 Dec 2016
13F
Tweedy, Browne Co LLC
13F
Company
class O/S missing
178,649
$7,178,000 31 Dec 2016
13F

Institutional Holders of HSBC HOLDINGS PLC - SPON ADR NEW (HSBC) as of Q1 2017

As of 31 Mar 2017, HSBC HOLDINGS PLC - SPON ADR NEW (HSBC) was held by 343 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 93,965,374 shares. The largest 10 holders included DIMENSIONAL FUND ADVISORS LP, Fisher Asset Management, LLC, CAMBIAR INVESTORS LLC, BANK OF AMERICA CORP /DE/, ROYAL BANK OF CANADA, NORTHERN TRUST CORP, SCHAFER CULLEN CAPITAL MANAGEMENT INC, FMR LLC, MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC, and Capital Research Global Investors. This page lists 343 institutional shareholders reporting positions in this security for the Q1 2017 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2017 vs Q4 2016 Across Filers

Q4 2016 holders
344
Q1 2017 holders
343
Holder diff
-1
Investor Q4 2016 Shares Q1 2017 Shares Share Diff Share Chg % Q4 2016 Value $ Q1 2017 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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