Position in HSBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$100,566,518
-$26,452,161 QoQ
Shares Held
1,057,593
-31.3% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#12
of 704 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Clearbridge Investments, LLC holds $3,435,601,536 across 15 Banks - Diversified names. HSBC ranks #10 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,174,142 | $1,366,321,900 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,003,595 | $683,964,843 | |
| 3 | RY |
Royal Bank Of Canada
|
1,262,862 | $261,374,548 | |
| 4 | TD |
Toronto Dominion Bank
|
1,746,571 | $212,086,115 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
1,153,825 | $203,880,877 | |
| 6 | UBS |
UBS Group AG
|
3,295,070 | $163,303,669 | |
| 7 | BNS |
Bank Of Nova Scotia
|
1,813,747 | $157,505,789 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
5,723,173 | $113,833,910 |
All Filings in HSBC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,566,518 | 1,057,593 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $127,018,679 | 1,539,807 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $113,577,137 | 1,443,716 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $57,909,671 | 815,859 | Shares | Sole | 2025-11-13 | |
| 2023-12-31 | $312,036 | 7,697 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $303,723 | 7,697 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $358,125 | 9,039 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $324,064 | 9,495 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $299,042 | 9,597 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $266,331 | 10,216 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $358,291 | 10,967 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $375,016 | 10,959 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $330,745 | 10,970 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $284,538 | 10,881 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $321,129 | 11,131 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $358,363 | 12,298 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $346,416 | 13,370 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,802,887 | 92,078 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,686,309 | 115,144 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,953,499 | 141,146 | Shares | Defined | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||