Insider and congress filings
HSBC Holdings plc (HSBC)
About HSBC Holdings plc
from the company's filings and listing- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Banks - Diversified
- Chief executive
- Georges Bahjat El-Hedery
- Employees
- 209,000
- Listed since
- Jul 16, 1999
- Market value
- $361.2B
- Price to earnings
- 14.6
- Earnings per share
- $7.44
- Dividend yield
- 3.65%
Earnings
6 reported quarters · next on Oct 27, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 4, 2026 | $2.25 | $2.24 | $19.0B | $18.7B | EPS in lineRevenue beat |
| Q1 FY2026reported May 5, 2026 | $2.00 | $2.18 | $19.1B | $18.6B | EPS missRevenue beat |
| Q4 FY2025reported Feb 25, 2026 | $1.85 | $1.80 | $17.7B | $17.0B | EPS beatRevenue beat |
| Q3 FY2025reported Oct 28, 2025 | $1.80 | $1.65 | $33.5B | $16.0B | EPS beatRevenue beat |
| Q2 FY2025reported Jul 30, 2025 | $1.95 | $1.62 | $14.4B | $16.4B | EPS beatRevenue miss |
| Q1 FY2025reported Apr 29, 2025 | $1.95 | $1.60 | $33.9B | $16.6B | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Fisher Asset Management, LLC | $1.8B | 18,572,508 | +2.0% | 0.54% |
| Dimensional Fund Advisors LP | $933.1M | 9,812,755 | -1.6% | 0.29% |
| Morgan Stanley | $768.1M | 8,077,493 | +5.5% | 0.24% |
| Goldman Sachs Group Inc | $538.0M | 5,658,007 | +22.2% | 0.17% |
| FMR LLC | $412.4M | 4,336,546 | +14.8% | 0.13% |
| Northern Trust Corp | $286.4M | 3,012,114 | -1.2% | 0.09% |
| Sanders Capital, LLC | $250.3M | 2,632,430 | -6.2% | 0.08% |
| Blackrock, Inc. | $235.8M | 2,480,130 | -3.3% | 0.07% |
| Bank Of America Corp | $228.2M | 2,399,615 | +0.6% | 0.07% |
| American Century Companies Inc | $158.4M | 1,665,928 | -0.1% | 0.05% |
| Royal Bank Of Canada | $122.1M | 1,283,561 | -1.6% | 0.04% |
| Clearbridge Investments, LLC | $100.6M | 1,057,593 | -31.3% | 0.03% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
2 filings of 8 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Daniel Scott PalomakiGlobal Financial Controller | Sold | 23,123 | $18.11 | $419K | May 7, 2026 | 4d |
| Jonathan BinghamGlobal Financial Controller | Bought | 13 | $15.81 | $205 | Mar 27, 2026 | 3d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in HSBC
13 disclosures of 13 on record · median 38d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelfFiled late | Stock | Purchase | $15,001 - $50,000 | +32.5%S&P +20.7% · vs S&P 500 +11.8% | Mar 30, 2026 | Jul 21, 2026 | 113d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +57.7%S&P +15.3% · vs S&P 500 +42.4% | Oct 14, 2025 | Nov 21, 2025 | 38d |
| Lisa C. McClainSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | +80.1%S&P +27.8% · vs S&P 500 +52.3% | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Bruce Westerman | Stock | Sale | $1,001 - $15,000 | +101.7%S&P +48.4% · vs S&P 500 +53.3% | Apr 21, 2025 | May 12, 2025 | 21d |
| Bruce Westerman | Stock | Purchase | $1,001 - $15,000 | +74.2%S&P +30.5% · vs S&P 500 +43.7% | Mar 3, 2025 | Apr 16, 2025 | 44d |
| Daniel S. Goldman | Stock | Sale | $100,001 - $250,000 | +171.8%S&P +74.3% · vs S&P 500 +97.6% | Jul 10, 2023 | Aug 13, 2023 | 34d |
| Daniel S. Goldman | Stock | Purchase | $1,001 - $15,000 | +176.8%S&P +91.8% · vs S&P 500 +85.0% | Feb 27, 2023 | Mar 20, 2023 | 21d |
| Katherine M. ClarkSpouse | Stock | Sale | $1,001 - $15,000 | +421.1%S&P +121.4% · vs S&P 500 +299.7% | Oct 22, 2020 | Dec 3, 2020 | 42d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +248.9%S&P +191.7% · vs S&P 500 +57.1% | Mar 26, 2020 | Apr 11, 2020 | 16d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +179.4%S&P +141.9% · vs S&P 500 +37.5% | Nov 27, 2019 | Dec 9, 2019 | 12d |
| Katherine M. ClarkSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | +150.1%S&P +161.5% · vs S&P 500 -11.3% | Oct 1, 2018 | Nov 19, 2018 | 49d |
| John H. RutherfordFiled late | Stock | Purchase | $1,001 - $15,000 | +140.8%S&P +215.6% · vs S&P 500 -74.8% | Jul 11, 2017 | Aug 20, 2018 | 405d |
| Sheldon WhitehouseJoint | Stock | Sale (Full) | $1,001 - $15,000 | +205.2%S&P +257.1% · vs S&P 500 -51.9% | Oct 26, 2016 | Nov 7, 2016 | 12d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Awards, option exercises and gifts (5)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Daniel Scott PalomakiGlobal Financial Controller | Stock award | 76 | Aug 21, 2026 |
| Daniel Scott PalomakiGlobal Financial Controller | Stock award | 88 | May 22, 2026 |
| Daniel Scott PalomakiGlobal Financial Controller | Form 4 | 15,669 | Apr 1, 2026 |
| Jonathan BinghamGlobal Financial Controller | Stock award | 792 | Mar 20, 2026 |
| Jonathan BinghamGlobal Financial Controller | Form 4 | 28,081 | Mar 17, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling HSBC?
Across the 2 most recent open-market filings shown here, 1 was a purchase and 1 was a sale.
Which members of Congress have traded HSBC?
Alan Armstrong, Lisa C. McClain, Bruce Westerman, Daniel S. Goldman, Katherine M. Clark, Josh Gottheimer and others disclosed HSBC transactions in the filings shown here.
How quickly are HSBC trades disclosed?
Insider filings on this page reached the public a median of 4 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 38 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.