Dimensional Fund Advisors
HSBC icon

Dimensional Fund Advisors’s HSBC HSBC Stock Holding History

Dimensional Fund Advisors’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$823M Sell
9,972,221
-390,126
-4% -$33M 0.17% 78
2025
Q4 		$815M Sell
10,362,347
-213,297
-2% -$15.3M 0.17% 77
2025
Q3 		$751M Buy
10,575,644
+185,073
+2% +$12M 0.16% 82
2025
Q2 		$632M Buy
10,390,571
+4,343
+0% +$247K 0.15% 87
2025
Q1 		$596M Sell
10,386,228
-246,104
-2% -$13.5M 0.15% 85
2024
Q4 		$526M Sell
10,632,332
-25,300
-0.2% -$1.17M 0.13% 107
2024
Q3 		$482M Sell
10,657,632
-502,164
-4% -$21.8M 0.12% 125
2024
Q2 		$485M Sell
11,159,796
-244,267
-2% -$10.5M 0.13% 111
2024
Q1 		$449M Sell
11,404,063
-217,286
-2% -$8.48M 0.12% 127
2023
Q4 		$471M Buy
11,621,349
+376,641
+3% +$14.6M 0.14% 108
2023
Q3 		$444M Buy
11,244,708
+279,758
+3% +$11M 0.15% 101
2023
Q2 		$434M Buy
10,964,950
+438,181
+4% +$16.4M 0.14% 113
2023
Q1 		$359M Buy
10,526,769
+341,151
+3% +$12.2M 0.12% 133
2022
Q4 		$317K Buy
10,185,618
+81,701
+0.8% +$2.32M 0.09% 158
2022
Q3 		$263M Buy
10,103,917
+233,686
+2% +$7.26M 0.1% 179
2022
Q2 		$322M Buy
9,870,231
+37,052
+0.4% +$1.2M 0.12% 144
2022
Q1 		$336M Buy
9,833,179
+330,792
+3% +$11.4M 0.1% 169
2021
Q4 		$286M Buy
9,502,387
+220,788
+2% +$6.45M 0.09% 212
2021
Q3 		$243M Sell
9,281,599
-190,793
-2% -$5.19M 0.08% 252
2021
Q2 		$273M Sell
9,472,392
-191,332
-2% -$5.84M 0.09% 216
2021
Q1 		$282M Sell
9,663,724
-150,733
-2% -$4.31M 0.09% 198
2020
Q4 		$254M Buy
9,814,457
+150,490
+2% +$3.58M 0.09% 182
2020
Q3 		$189M Sell
9,663,967
-162,279
-2% -$3.56M 0.08% 224
2020
Q2 		$229M Buy
9,826,246
+269,319
+3% +$6.69M 0.1% 146
2020
Q1 		$268M Sell
9,556,927
-1,175,415
-11% -$40.8M 0.14% 98
2019
Q4 		$420M Sell
10,732,342
-363,220
-3% -$13.8M 0.15% 79
2019
Q3 		$425M Buy
11,095,562
+34,035
+0.3% +$1.32M 0.17% 72
2019
Q2 		$462M Sell
11,061,527
-222,022
-2% -$9.3M 0.18% 63
2019
Q1 		$453M Sell
11,283,549
-368,774
-3% -$14.9M 0.18% 68
2018
Q4 		$462M Sell
11,652,323
-625,281
-5% -$25M 0.21% 56
2018
Q3 		$515M Sell
12,277,604
-818,353
-6% -$35.5M 0.2% 55
2018
Q2 		$582M Sell
13,095,957
-64,303
-0.5% -$2.95M 0.23% 41
2018
Q1 		$585M Sell
13,160,260
-414,681
-3% -$19.7M 0.24% 38
2017
Q4 		$641M Sell
13,574,941
-659,091
-5% -$29.8M 0.27% 32
2017
Q3 		$643M Sell
14,234,032
-333,392
-2% -$14.7M 0.28% 24
2017
Q2 		$617M Sell
14,567,424
-57,254
-0.4% -$2.22M 0.29% 24
2017
Q1 		$539M Buy
14,624,678
+503,449
+4% +$18.9M 0.26% 29
2016
Q4 		$513M Buy
14,121,229
+203,081
+1% +$7.2M 0.26% 31
2016
Q3 		$473M Sell
13,918,148
-193,867
-1% -$6.08M 0.26% 30
2016
Q2 		$394M Buy
14,112,015
+25,638
+0.2% +$725K 0.23% 41
2016
Q1 		$391M Buy
14,086,377
+898,416
+7% +$26.6M 0.23% 39
2015
Q4 		$464M Buy
13,187,961
+875,714
+7% +$30.9M 0.29% 30
2015
Q3 		$416M Buy
12,312,247
+1,455,427
+13% +$54.4M 0.27% 36
2015
Q2 		$433M Buy
10,856,820
+596,227
+6% +$24.8M 0.27% 31
2015
Q1 		$385M Buy
10,260,593
+297,777
+3% +$11.6M 0.24% 38
2014
Q4 		$405M Sell
9,962,816
-238,608
-2% -$10.2M 0.27% 32
2014
Q3 		$447M Sell
10,201,424
-123,144
-1% -$5.61M 0.32% 30
2014
Q2 		$452M Buy
10,324,568
+476,798
+5% +$21.2M 0.31% 29
2014
Q1 		$431M Buy
9,847,770
+38,818
+0.4% +$1.76M 0.32% 28
2013
Q4 		$466M Buy
9,808,952
+522,180
+6% +$24.7M 0.36% 25
2013
Q3 		$434M Sell
9,286,772
-107,961
-1% -$5.12M 0.38% 23
2013
Q2 		$420M Buy
+9,394,733
New +$440M 0.4% 23

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors's HSBC Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its HSBC (HSBC) stake by 3.8% in Q1 2026, selling an estimated $33M and leaving 9,972,221 shares worth $823M. The position accounts for 0.17% of the portfolio, ranked #78.

Dimensional Fund Advisors first reported a position in HSBC in Q2 2013 and has held it in 52 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Dimensional Fund Advisors held 9,972,221 shares of HSBC worth $823M as of Q1 2026.
  • Dimensional Fund Advisors sold 390,126 HSBC shares in Q1 2026, an estimated $33M.
  • HSBC made up 0.17% of Dimensional Fund Advisors's portfolio in Q1 2026, its #78 holding.
  • Dimensional Fund Advisors first reported a position in HSBC in Q2 2013 and has held it in 52 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.