HSBC Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

LSE:HSBA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Dec 24	BuyUK£113,790	Brendan Nelson	Individual	15,000	UK£7.59
04 Jun 24	SellUK£151,783,687	BlackRock, Inc.	Company	21,811,135	UK£6.96
31 May 24	BuyUK£121,184,145	BlackRock, Inc.	Company	17,471,510	UK£6.94
07 May 24	SellUK£39,909,468	Ping'an Assets Management Co., Ltd.	Company	5,648,800	UK£7.07
12 Mar 24	SellUK£524,822	Noel Quinn	Individual	88,965	UK£5.90
12 Mar 24	SellUK£169,419	Georges Bahjat Elhedery	Individual	28,719	UK£5.90
11 Mar 24	SellUK£240,942	Noel Quinn	Individual	41,903	UK£5.75
11 Mar 24	SellUK£125,264	Georges Bahjat Elhedery	Individual	21,785	UK£5.75
26 Feb 24	SellUK£473,278	Noel Quinn	Individual	79,409	UK£5.96
26 Feb 24	SellUK£301,864	Georges Bahjat Elhedery	Individual	50,644	UK£5.96
26 Feb 24	BuyUK£4,042,620	Georges Bahjat Elhedery	Individual	676,929	UK£5.97

Insider Trading Volume

Insider Buying: HSBA insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HSBA?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,307,874	0.0131%
State or Government	20,636,070	0.117%
Private Companies	68,846,127	0.39%
Employee Share Scheme	116,328,445	0.66%
General Public	7,716,506,870	43.7%
Institutions	9,714,255,099	55.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 41.55% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.39%	Ping'an Assets Management Co., Ltd.	1,655,479,531	UK£12.6b	0%	68.13%
9.2%	BlackRock, Inc.	1,622,115,775	UK£12.3b	7.38%	0.25%
5.02%	The Vanguard Group, Inc.	885,601,869	UK£6.7b	-0.56%	0.12%
2.24%	Norges Bank Investment Management	395,385,755	UK£3.0b	-3.96%	0.31%
1.84%	Legal & General Investment Management Limited	325,191,981	UK£2.5b	-3.29%	0.56%
1.75%	State Street Global Advisors, Inc.	309,223,050	UK£2.4b	-0.08%	0.11%
1.42%	UBS Asset Management AG	250,903,405	UK£1.9b	-8.27%	0.24%
1.16%	HSBC Global Asset Management (UK) Limited	203,801,434	UK£1.6b	-3.22%	0.79%
0.85%	Deutsche Asset & Wealth Management	150,455,488	UK£1.1b	5.24%	0.41%
0.79%	FMR LLC	139,525,967	UK£1.1b	0.7%	0.08%
0.71%	Amundi Asset Management SAS	124,987,984	UK£951.0m	-4.47%	0.25%
0.7%	Aviva Investors Global Services Ltd.	123,809,439	UK£942.1m	5.67%	1.59%
0.66%	HSBC Holdings General Employee Benefit Trust	116,328,445	UK£885.1m	-16.3%	no data
0.62%	Geode Capital Management, LLC	109,012,265	UK£829.5m	1.68%	0.07%
0.59%	Janus Henderson Group plc	104,172,563	UK£792.6m	3.24%	0.41%
0.57%	Northern Trust Global Investments	101,090,036	UK£769.2m	-13%	0.14%
0.57%	abrdn plc	101,040,823	UK£768.8m	6.35%	0.75%
0.52%	Royal London Asset Management Ltd.	91,304,484	UK£694.7m	-1.96%	1.12%
0.46%	Dimensional Fund Advisors LP	81,960,382	UK£623.6m	-0.29%	0.12%
0.46%	GQG Partners LLC	81,094,216	UK£617.0m	-8.86%	0.64%
0.45%	JP Morgan Asset Management	79,230,813	UK£602.9m	-1.13%	0.09%
0.43%	Kuwait Investment Authority	75,570,930	UK£575.0m	-13.4%	2.42%
0.41%	SAFE Investment Company Limited	71,819,252	UK£546.5m	-5.24%	5.96%
0.37%	Capital Research and Management Company	65,479,063	UK£498.2m	-0.05%	0.03%
0.37%	Charles Schwab Investment Management, Inc.	65,151,597	UK£495.7m	2.08%	0.1%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 01:01
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

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Analyst Sources

HSBC Holdings plc is covered by 74 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Grinsztajn	AlphaValue
Jesús Gómez Dominguez	Banco Santander
Neil Smith	Bankhaus Lampe KG