HSBC Holdings (LSE:HSBA) Institutional Ownership: 33.15% (As of Jul. 16, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LSE:HSBA HSBC Holdings PLC LSE:HSBA
60 GF Score
Price £14.80
GF Value £8.30
Valuation Significantly Overvalued
! 6 Warning Signs
View Full Analysis

What is HSBC Holdings Institutional Ownership?

HSBC Holdings LSE:HSBA -0.68% 60 Institutional Ownership is 33.15% as of Jul. 16, 2026. GuruFocus rates LSE:HSBA with a GF Score™ of 60/100 and a GF Value™ of £8.30 (Significantly Overvalued). The stock has 6 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, HSBC Holdings's institutional ownership is 33.15%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, HSBC Holdings's Insider Ownership is 0.14%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, HSBC Holdings's Float Percentage Of Total Shares Outstanding is 0.00%.


HSBC Holdings Institutional Ownership Historical Data

* Premium members only.

The historical data trend for HSBC Holdings's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

HSBC Holdings Institutional Ownership Chart

HSBC Holdings Historical Data

The historical data trend for HSBC Holdings can be seen below:

2025-08-31 2025-09-30 2025-10-31 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 32.73 32.68 32.49 32.44 32.39 32.43 32.26 32.43 33.06 33.15
LSE:HSBA
60GF Score
HSBC Holdings PLC LSE:HSBA
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

HSBC Holdings Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 33.15% mean?
HSBC Holdings (LSE:HSBA) has a Institutional Ownership of 33.15% as of Jul. 16, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on HSBC Holdings and its competitors.
Is HSBC Holdings' Institutional Ownership too high?
HSBC Holdings' current Institutional Ownership is 33.15%. Overall, HSBC Holdings has a GF Score™ of 60/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does HSBC Holdings' Institutional Ownership compare to JPM and BAC?
HSBC Holdings' Institutional Ownership of 33.15% can be compared against companies in the Banks industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Banks company?
A good Institutional Ownership depends on the Banks industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on HSBC Holdings and its competitors. HSBC Holdings's current Institutional Ownership is 33.15%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is HSBC Holdings stock overvalued right now?
Based on GuruFocus' analysis, HSBC Holdings (LSE:HSBA) is currently considered Significantly Overvalued. The stock's GF Value™ is £8.30, compared to a current price of £14.80 — trading 78.3% above its estimated fair value. The current Institutional Ownership is 33.15%. HSBC Holdings' overall GF Score™ is 60/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For HSBC Holdings (LSE:HSBA), the current Institutional Ownership is 33.15% as of Jul. 16, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is HSBC Holdings (LSE:HSBA) Overvalued in 2026?

Based on GuruFocus' analysis, HSBC Holdings stock appears to be overvalued. The current stock price of £14.80 is trading 78.3% above its estimated GF Value™ of £8.30. GuruFocus considers HSBC Holdings to be Significantly Overvalued.

Key valuation signals for LSE:HSBA:

  • Institutional Ownership: 33.15%
  • GF Value™: £8.30 vs. price of £14.80 (78.3% above fair value)
  • GF Score™: 60/100 with 6 warning signs

No single metric tells the full story. See the LSE:HSBA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


HSBC Holdings Business Description

Address 8 Canada Square, London, GBR, E14 5HQ
Established in 1865 in Hong Kong, London-based HSBC is one of the largest banks in the world, with assets of USD 3 trillion and over 40 million customers worldwide. It operates in more than 50 countries with over 200,000 full-time staff. Hong Kong and the United Kingdom are its two largest markets. The bank offers retail, commercial and institutional banking, global banking and markets, wealth management, and private banking.
60GF Score

Get the complete analysis for LSE:HSBA

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£14.80
Price
£8.30
GF Value