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HSBC (HSBC) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for HSBC (NYSE:HSBC)

Current
Institutional Ownership
Percentage
1.48%
Number of
Institutional Buyers
(last 12 months)
212
Total
Institutional Inflows
(last 12 months)
$221.24M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$196.24M
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HSBC Institutional Buying and Selling by Quarter

HSBC Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 B. Riley Wealth Advisors Inc.6,960$275K0.0%N/A0.000%
5/15/2024 Earnest Partners LLC44,330$1.75M0.0%-0.5%0.001%
5/15/2024 SVB Wealth LLC11,867$467K0.0%-5.5%0.000%
5/15/2024 Lazard Asset Management LLC39,982$1.57M0.0%-98.2%0.001%
5/14/2024 JT Stratford LLC8,665$341K0.1%-86.2%0.000%
5/14/2024 Stamos Capital Partners L.P.125,970$4.96M1.1%+884.1%0.003%
5/14/2024 Advisors Asset Management Inc.24,866$979K0.0%+38.8%0.001%
5/14/2024 LGT Group Foundation30,805$1.21M0.0%+1.6%0.001%
5/14/2024 GQG Partners LLC75,367$2.97M0.0%-46.8%0.002%
5/14/2024 Pitcairn Co.14,415$567K0.0%N/A0.000%
5/14/2024 Lake Street Advisors Group LLC28,367$1.16M0.1%+4.5%0.001%
5/13/2024 Safeguard Investment Advisory Group LLC5,772$227K0.1%-5.1%0.000%
5/13/2024 Seven Eight Capital LP18,239$718K0.1%+243.2%0.000%
5/13/2024 Promethos Capital LLC163,232$6.43M3.8%+7.3%0.004%
5/13/2024 O Shaughnessy Asset Management LLC176,352$6.94M0.1%+28.7%0.005%
5/10/2024 Acadian Asset Management LLC15,450$608K0.0%N/A0.000%
5/9/2024 RFP Financial Group LLC1,031$41K0.0%+126.1%0.000%
5/9/2024 Dorsey & Whitney Trust CO LLC23,165$912K0.1%-2.8%0.001%
5/9/2024 Leo Wealth LLC16,816$662K0.1%+9.9%0.000%
5/9/2024 Orion Portfolio Solutions LLC34,084$1.34M0.0%-64.8%0.001%
5/9/2024 SageView Advisory Group LLC12,592$496K0.0%N/A0.000%
5/8/2024 Cozad Asset Management Inc.11,600$457K0.0%+58.9%0.000%
5/8/2024 Bleakley Financial Group LLC6,069$239K0.0%-5.5%0.000%
5/8/2024 US Bancorp DE92,562$3.64M0.0%-3.0%0.002%
5/8/2024 Russell Investments Group Ltd.18,188$716K0.0%-4.1%0.000%
5/8/2024 QRG Capital Management Inc.254,628$10.02M0.1%+1.2%0.007%
5/8/2024 Headlands Technologies LLC2,199$87K0.0%N/A0.000%
5/8/2024 Thoroughbred Financial Services LLC35,206$1.39M0.1%-5.5%0.001%
5/7/2024 Sei Investments Co.112,970$4.45M0.0%+2.4%0.003%
5/7/2024 Atomi Financial Group Inc.16,421$646K0.1%+9.5%0.000%
5/7/2024Susquehanna International Securities Ltd.112,583$4.43M1.8%+285.8%0.003%
5/6/2024 Quantbot Technologies LP30,402$1.20M0.1%-73.5%0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.14,742$580K0.0%-19.3%0.000%
5/6/2024 Gallacher Capital Management LLC8,501$335K0.2%+8.1%0.000%
5/4/2024 Lester Murray Antman dba SimplyRich6,507$257K0.1%+5.7%0.000%
5/3/2024 Signaturefd LLC44,851$1.77M0.0%+7.5%0.001%
5/3/2024 Whittier Trust Co.641$25K0.0%-54.6%0.000%
5/2/2024 PDS Planning Inc13,335$525K0.1%+2.4%0.000%
5/1/2024 Janney Montgomery Scott LLC56,056$2.21M0.0%-22.7%0.001%
5/1/2024 BNP Paribas Financial Markets682$27K0.0%-64.3%0.000%
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5/1/2024 Mission Wealth Management LP6,311$248K0.0%+21.5%0.000%
5/1/2024 SeaBridge Investment Advisors LLC17,325$682K0.2%-11.0%0.000%
4/30/2024 Private Advisor Group LLC25,749$1.01M0.0%-48.6%0.001%
4/30/2024 Norden Group LLC5,368$211K0.0%N/A0.000%
4/30/2024 Caprock Group LLC19,289$789K0.0%+74.9%0.001%
4/30/2024 Allspring Global Investments Holdings LLC10,343$407K0.0%+317.6%0.000%
4/29/2024Commonwealth Equity Services LLC49,736$1.96M0.0%+8.8%0.001%
4/29/2024 Greenleaf Trust9,916$390K0.0%-7.0%0.000%
4/29/2024 Benjamin F. Edwards & Company Inc.677$27K0.0%-28.0%0.000%
4/29/2024 Meritage Portfolio Management237,569$9.35M0.6%-4.1%0.006%
4/27/2024 Caas Capital Management LP18,193$716K0.1%+81.9%0.000%
4/26/2024 Yousif Capital Management LLC66,108$2.60M0.0%-3.2%0.002%
4/26/2024 Mitchell & Pahl Private Wealth LLC22,185$873K0.5%+5.2%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.9,101$358K0.0%N/A0.000%
4/26/2024 Checchi Capital Advisers LLC22,845$899K0.1%+6.7%0.001%
4/25/2024 Lindbrook Capital LLC8,817$347K0.0%+5.3%0.000%
4/25/2024 Aaron Wealth Advisors LLC14,398$567K0.1%+179.8%0.000%
4/24/2024 Simplicity Wealth LLC6,069$239K0.0%N/A0.000%
4/24/2024 Spire Wealth Management1,270$50K0.0%+40.6%0.000%
4/23/2024 BSW Wealth Partners11,838$466K0.1%+75.5%0.000%
4/23/2024 Global Retirement Partners LLC10,807$425K0.0%-7.3%0.000%
4/23/2024 Cookson Peirce & Co. Inc.603,392$23.75M1.3%-1.0%0.016%
4/23/2024 Nations Financial Group Inc. IA ADV9,562$376K0.0%+25.6%0.000%
4/23/2024 Gradient Investments LLC11,004$433K0.0%-4.6%0.000%
4/22/2024 Raymond James & Associates352,093$13.86M0.0%+3.6%0.009%
4/19/2024 Insight Folios Inc116,598$4.59M1.9%N/A0.003%
4/19/2024 First Trust Direct Indexing L.P.47,190$1.86M0.1%-14.2%0.001%
4/19/2024 Norden Group LLC5,368$211K0.0%N/A0.000%
4/19/2024 Sivia Capital Partners LLC7,250$285K0.2%-10.3%0.000%
4/18/2024 Naviter Wealth LLC86,404$3.53M0.6%+31.8%0.002%
4/18/2024 Measured Wealth Private Client Group LLC6,724$265K0.1%+6.8%0.000%
4/18/2024 Allspring Global Investments Holdings LLC10,343$407K0.0%+317.6%0.000%
4/18/2024 Miracle Mile Advisors LLC25,185$991K0.0%-8.5%0.001%
4/18/2024 BKM Wealth Management LLC12,936$509K0.2%+43.8%0.000%
4/18/2024 Optas LLC7,519$296K0.1%+10.2%0.000%
4/17/2024 Founders Financial Securities LLC17,367$684K0.1%N/A0.000%
4/16/2024 Hennessy Advisors Inc.132,400$5.21M0.2%-7.3%0.003%
4/16/2024 180 Wealth Advisors LLC5,698$224K0.0%N/A0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC20,399$803K0.0%+4.5%0.001%
4/12/2024 Ignite Planners LLC18,159$714K0.2%N/A0.000%
4/11/2024 Ballentine Partners LLC13,609$536K0.0%+43.2%0.000%
4/10/2024 Park Avenue Securities LLC28,074$1.11M0.0%-30.3%0.001%
4/10/2024 Wedmont Private Capital4,942$203K0.0%N/A0.000%
4/10/2024 Bruce G. Allen Investments LLC1,563$62K0.1%-35.0%0.000%
4/9/2024 Richard P Slaughter Associates Inc36,631$1.44M0.3%-2.0%0.001%
4/9/2024 Rise Advisors LLC855$34K0.0%N/A0.000%
4/5/2024 GAMMA Investing LLC3,468$136K0.0%+15.0%0.000%
4/5/2024 NBC Securities Inc.1,804$71K0.0%-17.8%0.000%
4/5/2024 CWM LLC167,453$6.59M0.1%-5.8%0.004%
3/26/2024 HighPoint Advisor Group LLC9,097$359K0.0%N/A0.000%
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3/22/2024 PNC Financial Services Group Inc.60,035$2.43M0.0%-11.8%0.002%
3/14/2024 Hennessy Advisors Inc.142,800$5.79M0.3%-5.4%0.004%
3/14/2024 Leo Wealth LLC15,298$617K0.1%N/A0.000%
3/13/2024 Sivia Capital Partners LLC8,084$328K0.2%N/A0.000%
3/4/2024 Richardson Financial Services Inc.675$27K0.0%N/A0.000%
2/28/2024 Abel Hall LLC5,250$213K0.2%N/A0.000%
2/26/2024 Syon Capital LLC14,644$594K0.1%+36.8%0.000%
2/26/2024Virtu Financial LLC31,577$1.28M0.1%N/A0.001%
2/21/2024Chelsea Counsel Co.10,025$406K0.2%N/A0.000%
2/15/2024 Caas Capital Management LP10,000$405K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

HSBC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HSBC shares?

During the previous two years, 336 institutional investors and hedge funds held shares of HSBC. The most heavily invested institutionals were Dimensional Fund Advisors LP ($471.13M), Morgan Stanley ($330.47M), Northern Trust Corp ($72.15M), Renaissance Technologies LLC ($66.80M), Citigroup Inc. ($57.89M), JPMorgan Chase & Co. ($48.07M), and Credit Suisse AG ($45.25M).Learn more on HSBC's institutional investors.

What percentage of HSBC stock is owned by institutional investors?

1.48% of HSBC stock is owned by institutional investors. Learn more on HSBC's institutional investor holdings.

Which institutional investors have been buying HSBC stock?

Of the 295 institutional investors that purchased HSBC stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of Montreal Can ($1.91M), Dimensional Fund Advisors LP ($1.47M), Grantham Mayo Van Otterloo & Co. LLC ($677.48K), Cookson Peirce & Co. Inc. ($618.85K), OLD Mission Capital LLC ($570.94K), Envestnet Asset Management Inc. ($549.86K), and Natixis Advisors L.P. ($545.52K).

How much institutional buying is happening at HSBC?

Institutional investors have bought a total of 14,461,083 shares in the last 24 months. This purchase volume represents approximately $500.86M in transactions.

Which HSBC major shareholders have been selling company stock?

Of the 160 institutional investors that sold HSBC stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lazard Asset Management LLC ($3.72M), Bank of Montreal Can ($1.47M), Renaissance Technologies LLC ($882.18K), Russell Investments Group Ltd. ($280.66K), Royal Bank of Canada ($203.82K), Private Advisor Group LLC ($144.65K), and Credit Suisse AG ($134.15K).

How much institutional selling is happening at HSBC?

Institutional investors have sold a total of 8,803,395 shares in the last 24 months. This volume of shares sold represents approximately $304.38M in transactions.


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This page (NYSE:HSBC) was last updated on 5/19/2024 by MarketBeat.com Staff

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