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The company

HSBC Holdings, plc.

HSBC · NYSE

FinancialsMoney-centre banksSetting up

HSBC stood above a rising 150-day average in 50 of the last 52 weekly readings, and has been out of that trend for the last 2 weeks. It is 0.9% below that average now. Banks — Money Center & Super-Regional: 52% of its 44 stocks in an uptrend (−14 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Setting up
Weeks in an uptrend
out for 2
Industry in uptrend
52% -14 in 4 wk
Insider buys, 12 months
$411
Insider sales, 12 months
$837K
Officials’ trades on record
36
Institutions holding
677 (+62)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 50 of 52 weeks.

17 Apr – 16 Oct
42%63%83%Apr 26Jun 26Jul 26Sep 26Oct 26

Money-centre banks: About half its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$807K$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

36 disclosed lines: House 34, Senate 2, executive 0; 13 people.

WhoDidAmountTraded
Alan Armstrong Senate: U.S. Senate eFDSenatorbought$15k–$50k30 Mar 2026filed 21 Jul 2026
Lisa C. McClain House: U.S. House ClerkMI09soldspouse$1k–$15k14 Oct 2025filed 21 Nov 2025
Lisa C. McClain House: U.S. House ClerkMI09boughtspouse$1k–$15k17 Jun 2025filed 13 Aug 2025
Bruce Westerman House: U.S. House ClerkAR04sold$1k–$15k21 Apr 2025filed 12 May 2025
Bruce Westerman House: U.S. House ClerkAR04bought$1k–$15k3 Mar 2025filed 16 Apr 2025
Daniel S. Goldman House: U.S. House ClerkNY10sold$100k–$250k10 Jul 2023filed 13 Aug 2023
Daniel S. Goldman House: U.S. House ClerkNY10bought$1k–$15k27 Feb 2023filed 20 Mar 2023
Peter Meijer House: U.S. House ClerkMI03sold$1k–$15k16 Feb 2021filed 16 Mar 2021
Greg Gianforte House: U.S. House ClerkMT00sold$50k–$100k13 Nov 2020filed 2 Dec 2020
Katherine M. Clark House: U.S. House ClerkMA05soldspouse$1k–$15k22 Oct 2020filed 3 Dec 2020
Katherine M. Clark House: U.S. House ClerkMA05sold$1k–$15k22 Oct 2020filed 3 Dec 2020
Greg Gianforte House: U.S. House ClerkMT00sold$100k–$250k27 Mar 2020filed 14 Apr 2020

Insiders

Buy orders, 12 months1
Sale orders, 12 months1
Buyers · sellers1 · 1
WhoDidSharesTraded
Daniel Scott PalomakiGlobal Financial Controllersold23,123at $18.117 May 2026filed 11 May 2026
Jonathan BinghamGlobal Financial Controllerbought13at $15.8127 Mar 2026filed 30 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders677+62 on the quarter
New · exited120 · 59
Reported value$8.0B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Fisher Asset Management, LLCadded · filed 4 Aug 202618,572,508$1.8B+369,708+2.0%
DIMENSIONAL FUND ADVISORS LPreduced · filed 11 Aug 20269,812,755$933.1M-159,466−1.6%
MORGAN STANLEYadded · filed 13 Aug 20268,077,493$768.1M+419,000+5.5%
GOLDMAN SACHS GROUP INCadded · filed 14 Aug 20265,658,007$538.0M+1,027,574+22.2%
FMR LLCadded · filed 13 Aug 20264,336,546$412.4M+559,850+14.8%
NORTHERN TRUST CORPreduced · filed 13 Aug 20263,012,114$286.4M-35,368−1.2%
Sanders Capital, LLCreduced · filed 10 Aug 20262,632,430$250.3M-174,600−6.2%
BlackRock, Inc.reduced · filed 7 Aug 20262,480,130$235.8M-83,715−3.3%
BANK OF AMERICA CORPadded · filed 14 Aug 20262,399,615$228.2M+13,732+0.6%
AMERICAN CENTURY COMPANIES INCreduced · filed 12 Aug 20261,665,928$158.4M-1,758−0.1%
31 Mar 2023 – 30 Jun 2026
295479663Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Daniel Scott Palomaki Company insiderGlobal Financial Controller · last 21 Aug 20260 · 1
Alan Armstrong SenateSenator · last 30 Mar 20261 · 0
Jonathan Bingham Company insiderGlobal Financial Controller · last 27 Mar 20261 · 0
Lisa C. McClain HouseMI09 · last 14 Oct 20251 · 1
Bruce Westerman HouseAR04 · last 21 Apr 20251 · 1
Daniel S. Goldman HouseNY10 · last 10 Jul 20231 · 1
Peter Meijer HouseMI03 · last 16 Feb 20210 · 1
Greg Gianforte HouseMT00 · last 13 Nov 20204 · 6
Katherine M. Clark HouseMA05 · last 22 Oct 20202 · 2
Josh Gottheimer HouseNJ05 · last 26 Mar 20201 · 1
Donna E. Shalala HouseFL27 · last 24 Jun 20190 · 1
John H. Rutherford HouseFL04 · last 11 Jul 20171 · 0

Same industry

CIB Grupo CibestLeading+19%
VBNK VersaBankLeading+16%
BAP CredicorpLeading+8%
ING ING GroupLeading+5%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Share count trendFY 2025 · to 31 Dec 2025-4.3%

Analyst forecasts

No analyst forecasts yet.