HSBC HOLDINGS PLC - SPON ADR NEW (HSBC)

CUSIP: 404280406

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / SPON ADR NEW
Total 13F shares
53,994,678
Share change
+2,042,681
Total reported value
$2,670,652,524
Put/Call ratio
85%
Price per share
$49.46
Number of holders
459
Value change
+$103,333,443
Number of buys
231
Number of sells
146

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
DIMENSIONAL FUND ADVISORS LP
13F
Company
class O/S missing
10,657,632
$481,618,390 30 Sep 2024
13F
MORGAN STANLEY
13F
Company
class O/S missing
6,374,459
$288,061,962 30 Sep 2024
13F
GOLDMAN SACHS GROUP INC
13F
Company
class O/S missing
4,788,342
$216,385,198 30 Sep 2024
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
3,355,213
$151,622,054 30 Sep 2024
13F
Sanders Capital, LLC
13F
Company
class O/S missing
2,982,050
$134,758,840 30 Sep 2024
13F
BlackRock, Inc.
13F
Company
class O/S missing
2,494,507
$112,726,791 30 Sep 2024
13F
FMR LLC
13F
Company
class O/S missing
2,442,205
$110,363,216 30 Sep 2024
13F
NORTHERN TRUST CORP
13F
Company
class O/S missing
1,830,257
$82,709,314 30 Sep 2024
13F
ROYAL BANK OF CANADA
13F
Company
class O/S missing
916,109
$41,398,000 30 Sep 2024
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
class O/S missing
896,677
$40,520,834 30 Sep 2024
13F
COOKSON PEIRCE & CO INC
13F
Company
class O/S missing
692,377
$31,288,514 30 Sep 2024
13F
CITADEL ADVISORS LLC
13F
Company
class O/S missing
687,682
$31,076,350 30 Sep 2024
13F
Mediolanum International Funds Ltd
13F
Company
class O/S missing
3,095,699
$28,214,383 30 Sep 2024
13F
Crossmark Global Holdings, Inc.
13F
Company
class O/S missing
500,547
$22,620,000 30 Sep 2024
13F
NATIXIS ADVISORS, LLC
13F
Company
class O/S missing
390,337
$17,639,000 30 Sep 2024
13F
FRANKLIN RESOURCES INC
13F
Company
class O/S missing
385,544
$17,102,732 30 Sep 2024
13F
Grantham, Mayo, Van Otterloo & Co. LLC
13F
Company
class O/S missing
335,893
$15,179,005 30 Sep 2024
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
class O/S missing
324,057
$14,644,136 30 Sep 2024
13F
Qube Research & Technologies Ltd
13F
Company
class O/S missing
320,681
$14,491,574 30 Sep 2024
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
class O/S missing
319,985
$14,460,135 30 Sep 2024
13F
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
13F
Company
class O/S missing
316,856
$14,055,732 30 Sep 2024
13F
QRG CAPITAL MANAGEMENT, INC.
13F
Company
class O/S missing
310,442
$14,028,877 30 Sep 2024
13F
MERITAGE PORTFOLIO MANAGEMENT
13F
Company
class O/S missing
301,813
$13,639,000 30 Sep 2024
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
class O/S missing
298,584
$13,493,010 30 Sep 2024
13F
WELLS FARGO & COMPANY/MN
13F
Company
class O/S missing
275,247
$12,438,413 30 Sep 2024
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
class O/S missing
272,665
$12,321,731 30 Sep 2024
13F
Creative Planning
13F
Company
class O/S missing
222,092
$10,036,328 30 Sep 2024
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
class O/S missing
215,748
$9,749,665 30 Sep 2024
13F
Quantinno Capital Management LP
13F
Company
class O/S missing
179,908
$8,130,080 30 Sep 2024
13F
BANK OF MONTREAL /CAN/
13F
Company
class O/S missing
171,416
$7,820,000 30 Sep 2024
13F
MERCER GLOBAL ADVISORS INC /ADV
13F
Company
class O/S missing
174,883
$7,798,057 30 Sep 2024
13F
AMERIPRISE FINANCIAL INC
13F
Company
class O/S missing
170,880
$7,724,331 30 Sep 2024
13F
American Assets Investment Management, LLC
13F
Company
class O/S missing
166,918
$7,543,024 30 Sep 2024
13F
Mariner, LLC
13F
Company
class O/S missing
166,659
$7,540,547 30 Sep 2024
13F
Promethos Capital, LLC
13F
Company
class O/S missing
162,754
$7,354,853 30 Sep 2024
13F
Pathstone Holdings, LLC
13F
Company
class O/S missing
158,174
$7,147,872 30 Sep 2024
13F
HighTower Advisors, LLC
13F
Company
class O/S missing
157,846
$7,135,000 30 Sep 2024
13F
CWM, LLC
13F
Company
class O/S missing
152,288
$6,882,000 30 Sep 2024
13F
RENAISSANCE GROUP LLC
13F
Company
class O/S missing
151,637
$6,852,490 30 Sep 2024
13F
Bank of New York Mellon Corp
13F
Company
class O/S missing
147,511
$6,666,013 30 Sep 2024
13F
Schonfeld Strategic Advisors LLC
13F
Company
class O/S missing
140,454
$6,347,116 30 Sep 2024
13F
Ethic Inc.
13F
Company
class O/S missing
160,897
$6,332,921 30 Sep 2024
13F
STIFEL FINANCIAL CORP
13F
Company
class O/S missing
138,127
$6,241,981 30 Sep 2024
13F
Insight Folios Inc
13F
Company
class O/S missing
130,832
$5,912,298 30 Sep 2024
13F
HENNESSY ADVISORS INC
13F
Company
class O/S missing
129,800
$5,865,662 30 Sep 2024
13F
RITHOLTZ WEALTH MANAGEMENT
13F
Company
class O/S missing
125,598
$5,675,762 30 Sep 2024
13F
LPL Financial LLC
13F
Company
class O/S missing
124,643
$5,632,632 30 Sep 2024
13F
Ramirez Asset Management, Inc.
13F
Company
class O/S missing
116,931
$5,284,104 30 Sep 2024
13F
M&T BANK CORP
13F
Company
class O/S missing
114,776
$5,186,934 30 Sep 2024
13F
Parallax Volatility Advisers, L.P.
13F
Company
class O/S missing
112,470
$5,082,519 30 Sep 2024
13F

Institutional Holders of HSBC HOLDINGS PLC - SPON ADR NEW (HSBC) as of Q4 2024

As of 31 Dec 2024, HSBC HOLDINGS PLC - SPON ADR NEW (HSBC) was held by 459 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 53,994,678 shares. The largest 10 holders included DIMENSIONAL FUND ADVISORS LP, MORGAN STANLEY, GOLDMAN SACHS GROUP INC, BANK OF AMERICA CORP /DE/, Sanders Capital, LLC, FMR LLC, NORTHERN TRUST CORP, BlackRock, Inc., AMERICAN CENTURY COMPANIES INC, and Royal Bank of Canada. This page lists 462 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2024 vs Q3 2024 Across Filers

Q3 2024 holders
418
Q4 2024 holders
459
Holder diff
41
Investor Q3 2024 Shares Q4 2024 Shares Share Diff Share Chg % Q3 2024 Value $ Q4 2024 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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