Jeremy Grantham's HSBC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 98,649 shares of HSBC Holdings plc (HSBC) worth $7.76 M, representing 0.02% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in HSBC, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 527,677 shares. Largest reduction occurred in Q2 2024, reducing 510,224 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's HSBC Holdings plc (HSBC) Holding Value Over Time
Track share changes against reported price movement
Quarterly HSBC Holdings plc (HSBC) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -237,097 | Reduce 70.62% | 98,649 | $78.67 |
| Q3 2025 | +29,631 | Add 9.68% | 335,746 | $70.98 |
| Q2 2025 | -19,961 | Reduce 6.12% | 306,115 | $60.79 |
| Q1 2025 | +28,668 | Add 9.64% | 326,076 | $57.43 |
| Q4 2024 | -38,485 | Reduce 11.46% | 297,408 | $49.46 |
| Q3 2024 | -158,257 | Reduce 32.03% | 335,893 | $45.19 |
| Q2 2024 | -510,224 | Reduce 50.80% | 494,150 | $43.50 |
| Q1 2024 | -181,940 | Reduce 15.34% | 1 M | $39.36 |
| Q4 2023 | +343,450 | Add 40.75% | 1.19 M | $40.54 |
| Q3 2023 | +527,677 | Add 167.42% | 842,864 | $39.46 |
| Q2 2023 | +91,487 | Add 40.90% | 315,187 | $39.62 |
| Q1 2023 | +79,500 | Add 55.13% | 223,700 | $34.13 |
| Q4 2022 | +73,900 | Add 105.12% | 144,200 | $31.16 |
| Q3 2022 | +10,100 | Add 16.78% | 70,300 | $26.07 |
| Q2 2022 | +60,200 | New Buy | 60,200 | $32.67 |
| Q1 2020 | -25,800 | Sold Out | 0 | $0.00 |
| Q4 2019 | -31,200 | Reduce 54.74% | 25,800 | $39.11 |
| Q3 2019 | -143,100 | Reduce 71.51% | 57,000 | $38.26 |
| Q2 2019 | -80,400 | Reduce 28.66% | 200,100 | $41.74 |
| Q1 2019 | -92,700 | Reduce 24.84% | 280,500 | $40.58 |
| Q4 2018 | +91,600 | Add 32.53% | 373,200 | $41.11 |
| Q3 2018 | +58,700 | Add 26.33% | 281,600 | $43.99 |
| Q2 2018 | +144,000 | Add 182.51% | 222,900 | $47.14 |
| Q1 2018 | -2,900 | Reduce 3.55% | 78,900 | $47.67 |
| Q4 2017 | +50,700 | Add 163.02% | 81,800 | $51.64 |
| Q2 2017 | -55,300 | Reduce 64.00% | 31,100 | $46.40 |
| Q1 2017 | -28,400 | Reduce 24.74% | 86,400 | $40.82 |
| Q4 2016 | -122,800 | Reduce 51.68% | 114,800 | $40.18 |
| Q3 2016 | +176,100 | Add 286.34% | 237,600 | $37.61 |
| Q2 2016 | +61,500 | New Buy | 61,500 | $31.32 |
Jeremy Grantham's HSBC Holdings plc Investment FAQs
Jeremy Grantham first purchased HSBC Holdings plc (HSBC) in Q2 2016, acquiring 61,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held HSBC Holdings plc (HSBC) for 31 quarters since Q2 2016.
Jeremy Grantham's largest addition to HSBC Holdings plc (HSBC) was in Q3 2023, adding 842,864 shares worth $33.26 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 98,649 shares of HSBC Holdings plc (HSBC), valued at approximately $7.76 M.
As of the Q4 2025 filing, HSBC Holdings plc (HSBC) represents approximately 0.02% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in HSBC Holdings plc (HSBC) was 1,186,314 shares, as reported at the end of Q4 2023.