HSBC Insider Trading

HSBC Holdings plc (HSBC) operates in the Financial Services sector, specifically the Banks - Diversified industry, with a market capitalization near $325.97B, listed on NYSE, employing roughly 209,000 people, carrying a beta of 0.57 to the broader market. HSBC Holdings plc functions as a prominent global entity, delivering a full spectrum of banking and financial services around the world. Led by Georges Bahjat El-Hedery, public since 1999-07-16.

In the last 12 months, HSBC Holdings plc insiders made 1 buy transaction and 1 sale transaction.

DateNameTypeSharesPriceValue
Aug 25, 2026Palomaki Daniel ScottA-Award76$0.00$0
May 26, 2026Palomaki Daniel ScottA-Award88$0.00$0
May 11, 2026Palomaki Daniel ScottS-Sale23,123$18.11$418.7K
Apr 2, 2026Palomaki Daniel Scott0$0.00$0
Apr 2, 2026Palomaki Daniel Scott15,241$0.00$0
Apr 2, 2026Palomaki Daniel Scott428$0.00$0
Mar 30, 2026Bingham JonathanP-Purchase13$15.81$205
Mar 24, 2026Bingham JonathanA-Award792$0.00$0
Mar 17, 2026Bingham Jonathan0$0.00$0
Mar 17, 2026Bingham Jonathan0$0.00$0

HSBC Insider Activity by Quarter

Reported Form 4 and Form 5 lines under HSBC's own SEC company ID, by transaction date, back to Q1 2026. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A0N/A0
Q3 20260N/A0N/A1
Q2 20260N/A1$418.7K1
Q1 20261$2050N/A1

HSBC Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 707 institutions reported holding 84,250,287 HSBC shares, valued at $8.01B as reported, 2.5% of its market cap (market cap of Jun 26, 2026). That is +62 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 114 opened a position, 44 closed one, 276 added and 182 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
Fisher Asset Management, LLC18,572,508$1.77B+369,708
DIMENSIONAL FUND ADVISORS LP9,812,755$933.1M-159,466
MORGAN STANLEY8,077,493$768.1M+419,000
GOLDMAN SACHS GROUP INC5,658,007$538.0M+1,027,574
FMR LLC4,336,546$412.4M+559,850
NORTHERN TRUST CORP3,012,114$286.4M-35,368
Sanders Capital, LLC2,632,430$250.3M-174,600
BlackRock, Inc.2,480,130$235.8M-83,715
BANK OF AMERICA CORP /DE/2,399,615$228.2M+13,732
AMERICAN CENTURY COMPANIES INC1,665,928$158.4M-1,758

By Quarter

QuarterInstitutionsSharesValue
Q2 202670784,250,287$8.01B
Q1 202664584,459,038$6.97B
Q4 202561583,129,966$6.55B
Q3 202555379,897,422$5.67B
Q2 202550878,317,509$4.76B
Q1 202550074,873,826$4.30B
Q4 202446053,994,276$2.67B
Q3 202442055,111,750$2.38B
Q2 202441462,845,767$2.64B

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding HSBC

FundWeight of HSBCShares (as reported)Value (as reported)Source updated
DFIV Dimensional - International Value ETF1.12%2,551,198$239.1MOct 8, 2026
AVDE Avantis International Equity ETF0.76%1,536,004$143.9MOct 8, 2026
GCSH Guggenheim Funds Trust - Guggenheim Ultra Short Income ETF0.62%729,000$68.3MOct 8, 2026
DFIC Dimensional - International Core Equity 2 ETF0.43%682,526$64.0MOct 8, 2026
FENI Fidelity Enhanced International ETF0.36%436,312$40.9MOct 8, 2026
DFAX Dimensional World ex U.S. Core Equity 2 ETF0.24%312,914$29.3MOct 8, 2026
FVD First Trust Value Line Dividend Index Fund0.39%312,485$29.3MOct 8, 2026
DFSI Dimensional International Sustainability Core 1 ETF0.46%55,853$5.2MOct 8, 2026
IDVZ Elevation Series Trust - Polen International Dividend Income ETF2.25%47,334$4.4MOct 8, 2026
AVSD Avantis Responsible International Equity ETF1.06%40,572$3.8MOct 8, 2026
GSIB Themes Global Systemically Important Banks ETF3.50%15,382$1.4MOct 8, 2026
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF2.94%6,649$620.0KOct 8, 2026
CVY Invesco Zacks Multi-Asset Income ETF0.48%6,049$566.9KOct 8, 2026
AVIV Avantis International Large Cap Value ETF0.02%4,989$467.5KOct 8, 2026
HIAI ETF Opportunities Trust - Ai Funds High Conviction US Equity AI-Managed ETF1.48%3,229$302.6KOct 8, 2026

From each fund's latest holdings file on record that shows HSBC's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as HSBC's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for HSBC reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is HSBC's share of that fund.

HSBC Congress Trades

Members of Congress and their households disclosed 15 transactions in HSBC on file (9 purchases, 6 sales) by 7 members, the latest trade on Mar 30, 2026. The newest 10 are below.

MemberChamberTypeAmountTradedDisclosed
Alan Armstrong (R-OK)SenatePurchase$15,001 - $50,000Mar 30, 2026Jul 20, 2026
Ro Khanna (D-CA-17)HousePurchase$1,001 - $15,000Jan 9, 2026Feb 10, 2026
Lisa C. McClain (R-MI-9)HouseSale (Full)$1,001 - $15,000Oct 14, 2025Nov 24, 2025
Lisa C. McClain (R-MI-9)HousePurchase$1,001 - $15,000Jun 17, 2025Aug 13, 2025
Bruce Westerman (R-AR-4)HouseSale (Full)$1,001 - $15,000Apr 21, 2025May 13, 2025
Bruce Westerman (R-AR-4)HousePurchase$1,001 - $15,000Mar 3, 2025Apr 17, 2025
Vicente Gonzalez (D-TX-34)HouseSale$15,001 - $50,000Feb 27, 2025Mar 17, 2025
Ro Khanna (D-CA-17)HousePurchase$1,001 - $15,000Mar 8, 2024Apr 5, 2024
Ro Khanna (D-CA-17)HousePurchase$1,001 - $15,000Oct 13, 2023Nov 8, 2023
Daniel S. Goldman (D-NY-10)HouseSale (Full)$100,001 - $250,000Jul 10, 2023Aug 13, 2023

From the periodic transaction reports members of the Senate and the House file under the STOCK Act, within 45 days of a trade (some file later); amounts are the ranges the reports give (a few give an exact amount), and a transaction a later report lists again is counted once. On file: House reports disclosed from Apr 10, 2023 through Oct 13, 2026; Senate reports disclosed from Jan 30, 2014 through Oct 7, 2026. The party is the member's on the trade date. A trade is listed under the company that traded under its ticker on the trade date (dated from Feb 1, 2021, unless the filing describes another company of ours; before that, only when the filing's description of the security is the company's name).

How to Read HSBC Insider Activity

Net insider activity is balanced over the trailing twelve months: 1 buys against 1 sales. Balanced activity typically reflects routine compensation-related vesting and tax-driven liquidity rather than directional information signals. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked HSBC insider trading questions

How active are HSBC insiders right now?
Over the trailing twelve months, HSBC Holdings plc (HSBC) insiders made 1 buy transaction and 1 sale transaction. Net insider activity over the trailing twelve months is balanced (1 buys, 1 sales). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are HSBC insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do HSBC insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.