HSBC HLDGS PLC HSBC
SPON ADR NEW · ADR · CUSIP 404280406 · ISIN US4042804066
British multinational bank
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($17.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $95.03. Options: 22 managers hold calls ($291.4m notional), 23 hold puts ($378.2m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 290 |
| Q4 2022 | 317 |
| Q1 2023 | 339 |
| Q2 2023 | 366 |
| Q3 2023 | 376 |
| Q4 2023 | 414 |
| Q1 2024 | 413 |
| Q2 2024 | 421 |
| Q3 2024 | 428 |
| Q4 2024 | 469 |
| Q1 2025 | 509 |
| Q2 2025 | 515 |
| Q3 2025 | 556 |
| Q4 2025 | 617 |
| Q1 2026 | 646 |
| Q2 2026 | 707 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 203 | 175 |
| Q4 2024 | 231 | 154 |
| Q1 2025 | 270 | 172 |
| Q2 2025 | 276 | 183 |
| Q3 2025 | 302 | 182 |
| Q4 2025 | 350 | 168 |
| Q1 2026 | 342 | 232 |
| Q2 2026 | 395 | 235 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $282.9m | $321.6m | 1.14 |
| Q4 2025 | $312.0m | $380.1m | 1.22 |
| Q1 2026 | $213.9m | $252.5m | 1.18 |
| Q2 2026 | $291.4m | $378.2m | 1.30 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +1.0m |
| FMR LLC | Added | +559.9k |
| MORGAN STANLEY | Added | +419.0k |
| Fisher Asset Management, LLC | Added | +369.7k |
| Tredje AP-fonden | Added | +308.0k |
| Nuveen, LLC | New | +145.6k |
| 1832 Asset Management L.P. | Added | +141.9k |
| NOMURA HOLDINGS INC | New | +140.6k |
| Qube Research & Technologies Ltd | Added | +140.5k |
| MANNING & NAPIER ADVISORS LLC | Added | +120.1k |
Biggest sellers
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | -544.2k |
| Clearbridge Investments, LLC | Reduced | -482.2k |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | Sold out | -481.1k |
| MARSHALL WACE, LLP | Sold out | -338.4k |
| JANE STREET GROUP, LLC | Reduced | -308.7k |
| CITIGROUP INC | Reduced | -279.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -227.1k |
| CAPITAL FUND MANAGEMENT S.A. | Sold out | -217.0k |
| Sanders Capital, LLC | Reduced | -174.6k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -172.3k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $86.1m905.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $46.5m488.5k shares |
| CITADEL ADVISORS LLC | Reduced | $35.5m373.1k shares |
| Optiver Holding B.V. | Reduced | $24.9m262.1k shares |
| Jain Global LLC | Added | $14.3m150.0k shares |
| IMC-Chicago, LLC | Reduced | $13.8m144.8k shares |
| Twin Tree Management, LP | Added | $12.2m127.8k shares |
| Squarepoint Ops LLC | Added | $12.1m127.2k shares |
| Point72 Asset Management, L.P. | Added | $9.3m97.4k shares |
| Walleye Trading LLC | Reduced | $9.1m95.9k shares |
Biggest puts
| Optiver Holding B.V. | Added | $72.3m759.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $69.3m728.7k shares |
| CITADEL ADVISORS LLC | Added | $49.8m523.5k shares |
| JANE STREET GROUP, LLC | Added | $38.0m399.1k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $25.7m2.7k shares |
| IMC-Chicago, LLC | Reduced | $17.7m186.4k shares |
| Parallax Volatility Advisers, L.P. | New | $14.3m150.0k shares |
| Jain Global LLC | New | $14.3m150.0k shares |
| Point72 Asset Management, L.P. | Added | $12.3m129.5k shares |
| Walleye Trading LLC | Added | $11.8m123.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 1 | — | 0 | — | — |
| Q2 2026 | 0 | — | 1 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-07 | Palomaki Daniel Scott Global Financial Controller | Sold | —23.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Fisher Asset Management, LLC 0.53% of their portfolio | 18.6m $1.8bn | Added +369.7k |
| DIMENSIONAL FUND ADVISORS LP 0.17% of their portfolio | 9.8m $933.1m | Reduced -159.5k |
| MORGAN STANLEY 0.04% of their portfolio | 8.1m $768.1m | Added +419.0k |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 5.7m $538.0m | Added +1.0m |
| FMR LLC 0.02% of their portfolio | 4.3m $412.4m | Added +559.9k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 3.0m $286.4m | Reduced -35.4k |
| Sanders Capital, LLC 0.25% of their portfolio | 2.6m $250.3m | Reduced -174.6k |
| BlackRock, Inc. 0.00% of their portfolio | 2.5m $235.8m | Reduced -83.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.4m $228.2m | Added +13.7k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 1.7m $158.4m | Reduced -1.8k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 1.3m $122.1m | Reduced -20.6k |
| Clearbridge Investments, LLC 0.08% of their portfolio | 1.1m $100.6m | Reduced -482.2k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.32% of their portfolio | 716.6k $68.1m | Added +82.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 668.0k $63.5m | Added +88.4k |
| Quantinno Capital Management LP 0.07% of their portfolio | 605.4k $57.6m | Added +79.7k |
| COOKSON PEIRCE & CO INC 1.86% of their portfolio | 594.1k $56.5m | Added +257 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 574.7k $54.6m | Added +92.9k |
| UBS Group AG 0.01% of their portfolio | 463.4k $44.1m | Reduced -144.8k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 445.8k $42.4m | Reduced -105.4k |
| Tredje AP-fonden 0.19% of their portfolio | 441.9k $42.0m | Added +308.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 439.0k $41.7m | Reduced -30.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 438.9k $41.7m | Reduced -25.7k |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 436.7k $41.5m | Added +29.9k |
| 1832 Asset Management L.P. 0.05% of their portfolio | 433.6k $41.2m | Added +141.9k |
| Crossmark Global Holdings, Inc. 0.53% of their portfolio | 433.4k $41.2m | Reduced -11.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 419.1k $39.9m | Reduced -105.0k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 413.6k $39.3m | Added +85.0k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 408.8k $38.9m | Added +71.8k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 397.5k $37.8m | Reduced -103.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.07% of their portfolio | 392.3k $37.3m | Reduced -544.2k |
| LPL Financial LLC 0.01% of their portfolio | 370.8k $35.3m | Reduced -6.6k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 342.2k $32.5m | Added +140.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 326.2k $31.0m | Added +11.4k |
| Creative Planning 0.02% of their portfolio | 314.0k $29.9m | Reduced -2.7k |
| ABC ARBITRAGE SA 2.91% of their portfolio | 283.6k $27.0m | Added +540 |
| QRG CAPITAL MANAGEMENT, INC. 0.21% of their portfolio | 264.4k $25.1m | Added +31.2k |
| HighTower Advisors, LLC 0.02% of their portfolio | 252.0k $24.0m | Reduced -3.5k |
| Janney Montgomery Scott LLC 0.04% of their portfolio | 240.0k $22.8m | Reduced -2.7k |
| Promethos Capital, LLC 6.09% of their portfolio | 235.5k $22.4m | Added +36.4k |
| Foresight Global Investors, Inc. 12.31% of their portfolio | 213.5k $20.3m | Added +2.4k |
| Mariner, LLC 0.02% of their portfolio | 212.2k $20.2m | Reduced -6.7k |
| Beck Bode, LLC 3.00% of their portfolio | 208.2k $19.8m | Added +3.2k |
| MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio | 200.9k $19.1m | Reduced -5.3k |
| RITHOLTZ WEALTH MANAGEMENT 0.27% of their portfolio | 188.9k $18.0m | Added +14.1k |
| CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio | 188.3k $17.9m | Added +863 |
| Pathstone Holdings, LLC 0.05% of their portfolio | 174.8k $16.6m | Reduced -1.5k |
| Ethic Inc. 0.21% of their portfolio | 174.4k $16.6m | Added +15.7k |
| American Assets Investment Management, LLC 0.96% of their portfolio | 166.9k $15.9m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 161.7k $15.4m | Reduced -148.7k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 158.3k $15.1m | Added +10.0k |
| US BANCORP \DE\ 0.02% of their portfolio | 157.5k $15.0m | Reduced -14.9k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 149.3k $14.2m | Added +7.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 148.0k $14.1m | Added +10.4k |
| Nuveen, LLC 0.00% of their portfolio | 145.6k $13.8m | New |
| Vanguard Personalized Indexing Management, LLC 0.11% of their portfolio | 140.8k $13.4m | Added +11.3k |
| NOMURA HOLDINGS INC 0.06% of their portfolio | 140.6k $13.4m | New |
| CITIGROUP INC 0.01% of their portfolio | 135.2k $12.9m | Reduced -279.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 133.0k $12.6m | Reduced -172.3k |
| Cerity Partners LLC 0.01% of their portfolio | 126.6k $12.0m | Reduced -3.3k |
| TD Waterhouse Canada Inc. 0.03% of their portfolio | 125.1k $12.0m | Added +103.4k |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 125.1k $11.9m | Added +37.8k |
| MML INVESTORS SERVICES, LLC 0.02% of their portfolio | 122.5k $11.7m | Added +18.1k |
| M&T Bank Corp 0.03% of their portfolio | 120.9k $11.5m | Added +5.5k |
| MANNING & NAPIER ADVISORS LLC 0.15% of their portfolio | 120.4k $11.4m | Added +120.1k |
| HRT FINANCIAL LP 0.03% of their portfolio | 118.4k $11.3m | Added +31.4k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 115.4k $11.0m | Added +21.5k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 112.4k $10.7m | Reduced -98.2k |
| Manatuck Hill Partners, LLC 3.39% of their portfolio | 107.4k $10.2m | Unchanged |
| NewEdge Wealth, LLC 0.10% of their portfolio | 102.2k $9.7m | Added +34.5k |
| Laird Norton Wetherby Trust Company, LLC 0.18% of their portfolio | 98.1k $9.3m | Reduced -1.3k |
| Naviter Wealth, LLC 0.82% of their portfolio | 94.8k $9.0m | Added +19.6k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 92.1k $8.8m | Added +8.9k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 90.8k $8.6m | Reduced -4.5k |
| Orion Porfolio Solutions, LLC 0.06% of their portfolio | 87.6k $8.3m | Reduced -15.3k |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 87.4k $8.3m | Reduced -1.9k |
| Bellars Harris Wealth Management, LLC 1.64% of their portfolio | 84.6k $8.0m | First filing |
| Callan Family Office, LLC 0.15% of their portfolio | 82.1k $7.8m | Added +2.5k |
| Compound Planning, Inc. 0.20% of their portfolio | 79.3k $7.5m | Added +3.4k |
| Vident Advisory, LLC 0.06% of their portfolio | 78.5k $7.5m | Reduced -37.5k |
| FACTORY MUTUAL INSURANCE CO 0.07% of their portfolio | 77.6k $7.4m | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 77.5k $7.4m | Added +8.0k |
| Parallax Volatility Advisers, L.P. 0.27% of their portfolio | 77.3k $7.4m | Added +64.7k |
| Cetera Investment Advisers 0.01% of their portfolio | 77.1k $7.3m | Added +2.6k |
| Americana Partners, LLC 0.16% of their portfolio | 75.3k $7.2m | Added +761 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 74.5k $7.1m | Added +3.6k |
| Optiver Holding B.V. 0.10% of their portfolio | 72.9k $6.9m | New |
| HENNESSY ADVISORS INC 0.22% of their portfolio | 70.9k $6.7m | Reduced -1.3k |
| ASSETMARK, INC 0.01% of their portfolio | 70.9k $6.7m | Added +17.6k |
| HANTZ FINANCIAL SERVICES, INC. 0.09% of their portfolio | 68.6k $6.5m | Added +13.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 65.6k $6.2m | Added +1.4k |
| OLD MISSION CAPITAL LLC 0.16% of their portfolio | 65.6k $6.2m | Reduced -72.3k |
| Caprock Group, LLC 0.12% of their portfolio | 65.6k $6.2m | New |
| Vise Technologies, Inc. 0.07% of their portfolio | 64.6k $6.1m | Added +5.7k |
| Gradient Investments LLC 0.08% of their portfolio | 63.6k $6.0m | Added +2.9k |
| Generali Investments CEE, investicni spolecnost, a.s. 0.29% of their portfolio | 63.5k $6.0m | Added +500 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 62.2k $5.9m | Added +7.9k |
| Old Port Advisors 1.11% of their portfolio | 59.3k $5.6m | Added +241 |
| Sequoia Financial Advisors, LLC 0.03% of their portfolio | 59.0k $5.6m | Reduced -171 |
| Corient Private Wealth LP 0.01% of their portfolio | 58.1k $5.5m | Added +5.4k |
| SIGNATUREFD, LLC 0.07% of their portfolio | 57.1k $5.4m | Reduced -1.0k |