High 3 Shareholders of HSBC

HSBC Holdings PLC (HSBC) is a multinational funding financial institution and monetary providers establishment. It’s headquartered within the U.Ok. Its U.S.-based subsidiary, HSBC Financial institution USA, has its operational headquarters in New York Metropolis. The corporate has operations in 63 international locations and territories, together with in Europe, Asia, North and Latin America, the Center East, and North Africa. The corporate has over 40 million clients and there are a complete of 219,000 full-time equal employees who work for HSBC worldwide.

The corporate’s traces of enterprise embrace retail banking and wealth administration, business banking, international banking and markets, and international non-public banking. As of Sep. 2, 2022, the corporate had a market capitalization of $123.94 billion. Its largest shareholders embrace a number of main international funding establishments with a excessive stage of curiosity within the firm and its banking sector place. As of this writing, these are the highest three shareholders of HSBC Holdings PLC primarily based on the variety of shares owned.

Dimensional Fund Advisors (DFA) LP

As of June 12, 2020, Dimensional Fund Advisors (DFA) LP held roughly 9.6 million shares of HSBC, a complete of 0.24% of the excellent inventory. This stake is price roughly $220.3 million.

Dimensional Fund Advisors LP is a personal funding agency headquartered in Austin, Texas. Along with the U.S. headquarters, the corporate has affiliate workplaces situated in Canada, UK, Germany, Netherlands, Australia, Singapore, and Japan. DFA was based in 1981 by David G. Sales space, Rex Sinquefield, and Larry G. Klotz. The agency focuses on index funds; it was one of many earliest corporations to give attention to index funds, and it presently affords over 100 fairness and glued earnings mutual funds. As of March 31, 2020, DFA had $454 billion in assets under management. DFA’s funding philosophy is rooted within the environment friendly market speculation.

Renaissance Applied sciences LLC

As of June 12, 2020, Renaissance Applied sciences LLC held roughly 8.98 shares of HSBC, a complete of 0.22% of the excellent inventory. This stake is price roughly $207.19 million.

Renaissance Applied sciences LLC is a hedge fund primarily based in East Setauket, New York. The agency focuses on systematic buying and selling and makes use of quantitative fashions derived from mathematical and statistical analyses. The agency was based in 1982 by James Simons, an award-winning Chilly Battle codebreaker and mathematician, and it’s now considered some of the profitable hedge funds on the planet. In 1988, the agency established its most worthwhile portfolio, the Medallion Fund. This fund is liable for round $10 billion of Renaissance’s roughly $10 billion in property underneath administration. This explicit fund has additionally delivered a median post-fee achieve of 38% a yr since 1988. Renaissance makes use of a quant-oriented funding technique, which implies that it solely depends on mathematical and statistical modeling

J.P. Morgan Securities LLC

As of June 12, 2020, J.P. Morgan Securities LLC held roughly 5.83 million shares of HSBC, a complete of 0.14% of the excellent inventory. This stake is price roughly $134.56 million.

J.P. Morgan Securities is the funding banking division of the bigger J.P. Morgan Chase & Co. banking establishment. It has workplaces in lots of U.S. cities, together with New York, Chicago, Los Angeles, Boston, and Atlanta. The agency’s foremost shoppers are large-market firms and institutional traders, and it gives debt and fairness underwriting, mergers and acquisitions (M&A) and company restructuring advisory, securities dealing and brokerage, and commerce execution providers. For people, the agency additionally affords the providers of monetary planners and funding advisors.

The Backside Line

The place of HSBC inside the banking sector is of excessive curiosity to those three firms. In 2019, HSBC was the seventh-largest financial institution on the planet based on the S&P World Market Intelligence report, which ranked banks primarily based on their property underneath administration (with out accounting for various accounting practices).

As of June 12, 2020, HSBC’s earnings per share (EPS) was 0.89 and its P/E ratio was 26.79. The corporate’s revenue margin was 10.10%. The beta (five-year) was 0.51. HSBC earned internet earnings of $13.7 billion on $86.1 billion of income in the course of the fiscal yr 2018.