§ BANKING
USD · BankingHSBC
HSBC HOLDINGS PLC-SPONS ADR
USDSector · BankingBeta · 1.47
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 95.14HIGH 96.18LOW 94.8252W 959.30 — 1610.00
EVENTSJUN 30 · EARNINGS +0.1%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
415 increased/new, 196 decreased/exited (13F)
AC 13F Analysis
ANALYST
12 buy, 8 hold, 2 sell
Finnhub
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 8.5 | P/B | 1.35 |
| EPS (TTM) | 2.20 | Dividend | 5.55% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fisher Asset Management, LLC | 18.2M | 0.5% | +2% |
| Dimensional Fund Advisors | 10.0M | 0.2% | −4% |
| Morgan Stanley | 7.7M | 0.0% | −47% |
| Goldman Sachs | 4.6M | 0.0% | −22% |
| Fidelity Management | 3.8M | 0.0% | +20% |
| Northern Trust Corp | 3.0M | 0.0% | +1% |
◇ AC INTELLIGENCE
Top institutional owners for HSBC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.5% · 0 holders
QUALITY / COMPOUNDER0.2% · 17 holders
DEALER / BANK0.1% · 40 holders
OTHER0.1% · 556 holders
PASSIVE / INDEX0.0% · 6 holders
SYSTEMATIC / QUANT0.0% · 14 holders
DEEP VALUE0.0% · 3 holders
TACTICAL / MACRO0.0% · 3 holders
INCOME / DEFENSIVE0.0% · 5 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for HSBC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention HSBC yet.