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Jeremy Grantham’s HSBC Holdings & Trades

First Buy
Q2 2016
Duration Held
31 Quarters
Largest Add
Q3 2023
+527,677 Shares
Current Position
98,649 Shares
$7.76 M Value

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.