Position in HSBC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$933,094,871
+$110,486,363 QoQ
Shares Held
9,812,755
-1.6% QoQ
Ownership
0.286%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2
of 704 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 3%
None 4%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $16,564,914,147 across 19 Banks - Diversified names. HSBC ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,418,112 | $6,356,130,597 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,531,185 | $1,796,646,919 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,695,330 | $1,544,982,069 | |
| 4 | C |
Citigroup Inc
|
7,976,653 | $1,116,412,352 | |
| 5 | TD |
Toronto Dominion Bank
|
7,764,118 | $942,796,845 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
9,812,755 | $933,094,871 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
5,469,148 | $790,893,489 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
3,659,355 | $646,608,026 |
All Filings in HSBC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $933,094,871 | 9,812,755 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $822,608,508 | 9,972,221 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $815,205,836 | 10,362,347 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $750,659,210 | 10,575,644 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $631,642,807 | 10,390,571 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $596,481,071 | 10,386,228 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $525,875,138 | 10,632,332 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $481,618,388 | 10,657,632 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $485,451,125 | 11,159,796 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $448,863,917 | 11,404,063 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $471,129,486 | 11,621,349 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $443,716,175 | 11,244,708 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $434,431,317 | 10,964,950 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $359,278,622 | 10,526,769 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $317,383,854 | 10,185,618 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $263,409,113 | 10,103,917 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $322,460,444 | 9,870,231 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $336,491,385 | 9,833,179 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $286,496,968 | 9,502,387 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $242,713,813 | 9,281,599 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $273,278,509 | 9,472,392 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $281,600,917 | 9,663,724 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $254,292,580 | 9,814,457 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $189,220,473 | 9,663,967 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $229,246,319 | 9,826,246 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $267,689,525 | 9,556,927 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||