HSBC Holdings plc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 10.66 M | $481.62 M | -4.50% | 0.29% |
| MORGAN STANLEY | 11/14/2024 | 6.37 M | $288.06 M | -1.18% | 0.18% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 4.79 M | $216.39 M | -16.77% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 3.36 M | $151.62 M | 18.99% | 0.09% |
| MEDIOLANUM INTERNATIONAL FUNDS LTD | 10/23/2024 | 3.10 M | $28.21 M | 100.00% | 0.09% |
| SANDERS CAPITAL, LLC | 11/13/2024 | 2.98 M | $134.76 M | -0.15% | 0.08% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 2.49 M | $112.73 M | 100.00% | 0.07% |
| FMR LLC | 11/13/2024 | 2.44 M | $110.36 M | 44.30% | 0.07% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1.14 M | $51.51 M | 104.50% | 0.03% |
| ROYAL BANK OF CANADA | 11/14/2024 | 916,109 | $41.40 M | 3.68% | 0.03% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 896,677 | $40.52 M | 5.39% | 0.02% |
| COOKSON PEIRCE & CO INC | 11/12/2024 | 692,377 | $31.29 M | -0.72% | 0.02% |
| CITADEL ADVISORS LLC | 11/14/2024 | 687,682 | $31.08 M | 228.08% | 0.02% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 11/04/2024 | 500,547 | $22.62 M | 15.71% | 0.01% |
| NATIXIS ADVISORS, L.P. | 11/06/2024 | 390,337 | $17.64 M | -5.67% | 0.01% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 385,544 | $17.10 M | -17.25% | 0.01% |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 11/13/2024 | 335,893 | $15.18 M | -32.03% | 0.01% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 330,700 | $1.47 M | 100.00% | 0.01% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 324,057 | $14.64 M | 73.18% | 0.01% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 320,681 | $14.49 M | 143.54% | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 319,985 | $14.46 M | -11.46% | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 316,856 | $14.06 M | 30.78% | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 10/30/2024 | 310,442 | $14.03 M | 2.46% | 0.01% |
| MERITAGE PORTFOLIO MANAGEMENT | 11/04/2024 | 301,813 | $13.64 M | 28.87% | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 298,584 | $13.49 M | -30.79% | 0.01% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 275,247 | $12.44 M | -8.94% | 0.01% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 272,665 | $12.32 M | -39.32% | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 255,200 | $11.53 M | -32.93% | 0.01% |
| WALLEYE TRADING LLC | 11/14/2024 | 242,900 | $10.98 M | 4.88% | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 236,800 | $10.70 M | -24.99% | 0.01% |
| CREATIVE PLANNING | 10/11/2024 | 222,092 | $10.04 M | 9.44% | 0.01% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 215,748 | $9.75 M | 14.61% | 0.01% |
| UBS GROUP AG | 11/14/2024 | 213,200 | $9.63 M | 100.00% | 0.01% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2024 | 179,908 | $8.13 M | -6.19% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2024 | 174,883 | $7.80 M | 6.69% | 0.00% |
| TWIN TREE MANAGEMENT, LP | 11/13/2024 | 171,500 | $7.75 M | 100.00% | 0.00% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 171,416 | $7.82 M | 124.29% | 0.00% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 170,880 | $7.72 M | -1.23% | 0.00% |
| WALLEYE TRADING LLC | 11/14/2024 | 167,600 | $7.57 M | 31.35% | 0.00% |
| AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | 11/05/2024 | 166,918 | $7.54 M | 0.00% | 0.00% |
| MARINER, LLC | 11/13/2024 | 166,659 | $7.54 M | 3.49% | 0.00% |
| PROMETHOS CAPITAL, LLC | 11/12/2024 | 162,754 | $7.35 M | -0.52% | 0.00% |
| ETHIC INC. | 11/13/2024 | 160,897 | $6.33 M | -12.37% | 0.00% |
| PATHSTONE HOLDINGS, LLC | 11/07/2024 | 158,174 | $7.15 M | -0.03% | 0.00% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 157,846 | $7.14 M | 18.00% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2024 | 156,400 | $7.07 M | 154.72% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 152,500 | $6.89 M | 100.00% | 0.00% |
| CWM, LLC | 10/08/2024 | 152,288 | $6.88 M | -4.21% | 0.00% |
| RENAISSANCE GROUP LLC | 11/12/2024 | 151,637 | $6.85 M | -2.06% | 0.00% |
| WALLEYE CAPITAL LLC | 11/14/2024 | 149,900 | $6.77 M | -11.56% | 0.00% |
HSBC Holdings plcinstitutional Ownership - FAQ's
During the previous two years, 559 institutional investors and hedge funds held shares of HSBC Holdings plc. The most heavily invested institutionals were:
Planned Solutions, Inc.: 0
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
DIMENSIONAL FUND ADVISORS LP: 10.66 M
MORGAN STANLEY: 6.37 M
GOLDMAN SACHS GROUP INC: 4.79 M
BANK OF AMERICA CORP /DE/: 3.36 M
1.52% of HSBC Holdings plc stock is owned by institutional investors.
Institutional investors have bought a total of 69.40 M shares in the last 24 months. This purchase volume represents approximately $3.57 B in transactions.