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HSBC (HSBC) Institutional Ownership

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$48.27 +0.12 (+0.25%)
(As of 12/20/2024 05:31 PM ET)

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

Current
Institutional Ownership
Percentage
1.48%
Number of
Institutional Buyers
(last 12 months)
186
Total
Institutional Inflows
(last 12 months)
$322.91M
Number of
Institutional Sellers
(last 12 months)
120
Total
Institutional Outflows
(last 12 months)
$179.85M
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HSBC Institutional Buying and Selling by Quarter

HSBC Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/27/2024 Franklin Resources Inc.385,544$17.10M0.0%-17.3%0.011%
11/25/2024 Wilmington Savings Fund Society FSB2,692$122K0.0%N/A0.000%
11/25/2024 Sanctuary Advisors LLC16,036$737K0.0%+2.8%0.000%
11/20/2024 Virtu Financial LLC11,982$541K0.0%-17.9%0.001%
11/18/2024 Soltis Investment Advisors LLC14,182$641K0.1%N/A0.001%
11/18/2024 Coldstream Capital Management Inc.9,141$413K0.0%+7.3%0.000%
11/15/2024 M&T Bank Corp114,776$5.19M0.0%-1.7%0.005%
11/15/2024 Abel Hall LLC6,221$281K0.2%+4.3%0.000%
11/15/2024 Raelipskie Partnership39,343$1.78M0.9%+26.6%0.002%
11/15/2024 Barclays PLC40,867$1.85M0.0%-2.1%0.002%
11/15/2024 Y Intercept Hong Kong Ltd45,491$2.06M0.1%-30.0%0.002%
11/15/2024 MML Investors Services LLC47,677$2.16M0.0%-26.3%0.002%
11/15/2024 Orion Portfolio Solutions LLC34,025$1.54M0.0%-8.5%0.002%
11/15/2024 XTX Topco Ltd43,286$1.96M0.1%N/A0.002%
11/15/2024 National Bank of Canada FI1,855$84K0.0%-21.3%0.000%
11/15/2024 Stifel Financial Corp138,127$6.24M0.0%+40.0%0.006%
11/15/2024 Quantinno Capital Management LP179,908$8.13M0.1%-6.2%0.008%
11/15/2024 Integrated Wealth Concepts LLC14,185$641K0.0%+1.9%0.001%
11/15/2024 HighTower Advisors LLC157,846$7.14M0.0%+18.0%0.007%
11/14/2024 Captrust Financial Advisors23,458$1.06M0.0%-42.9%0.001%
11/14/2024 Rockefeller Capital Management L.P.20,577$927K0.0%-11.1%0.001%
11/14/2024 FORA Capital LLC9,599$434K0.1%-35.0%0.000%
11/14/2024 CreativeOne Wealth LLC4,812$217K0.0%N/A0.000%
11/13/2024 Glenmede Trust Co. NA26,725$1.21M0.0%+11.6%0.001%
11/13/2024 Townsquare Capital LLC17,820$805K0.0%+103.9%0.001%
11/13/2024 BNP Paribas Financial Markets93,675$4.23M0.0%+383.4%0.004%
11/13/2024 Sanders Capital LLC2,982,050$134.76M0.2%-0.2%0.136%
11/13/2024 Quantbot Technologies LP53,227$2.41M0.1%N/A0.002%
11/13/2024 FMR LLC2,442,205$110.36M0.0%+44.3%0.111%
11/13/2024 Bank of Montreal Can171,416$7.82M0.0%+124.3%0.008%
11/12/2024Larson Financial Group LLC775$35K0.0%+138.5%0.000%
11/12/2024 Pitcairn Co.14,343$648K0.0%-13.3%0.001%
11/12/2024 Cerity Partners LLC92,136$4.16M0.0%+65.7%0.004%
11/12/2024 Eagle Asset Management Inc.19,494$876K0.0%-26.8%0.001%
11/12/2024 Charles Schwab Investment Management Inc.215,748$9.75M0.0%+14.6%0.010%
11/8/2024 Pzena Investment Management LLC16,448$743K0.0%-2.9%0.001%
11/8/2024 Moors & Cabot Inc.6,828$309K0.0%+5.1%0.000%
11/8/2024 Advisors Asset Management Inc.37,094$1.68M0.0%+19.5%0.002%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.15,901$719K0.0%+110.3%0.001%
11/8/2024 Avior Wealth Management LLC5,895$266K0.0%-4.8%0.000%
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11/8/2024 West Family Investments Inc.12,444$562K0.2%-78.6%0.001%
11/8/2024 PNC Financial Services Group Inc.48,668$2.20M0.0%-5.3%0.002%
11/7/2024 Caprock Group LLC39,566$1.79M0.1%+12.8%0.002%
11/7/2024 Drive Wealth Management LLC6,771$306K0.1%+6.4%0.000%
11/7/2024 MAI Capital Management21,565$975K0.0%-30.7%0.001%
11/6/2024 Frazier Financial Advisors LLC558$25K0.0%-39.7%0.000%
11/6/2024 Natixis Advisors LLC390,337$17.64M0.0%-5.7%0.018%
11/6/2024 OneDigital Investment Advisors LLC5,826$263K0.0%N/A0.000%
11/6/2024 Huntington National Bank2,122$96K0.0%+11.9%0.000%
11/6/2024 Cable Hill Partners LLC11,294$510K0.1%-10.9%0.001%
11/6/2024 Oppenheimer & Co. Inc.33,176$1.50M0.0%-2.7%0.002%
11/5/2024 MQS Management LLC9,716$439K0.2%N/A0.000%
11/5/2024 Prime Capital Investment Advisors LLC8,268$374K0.0%+4.3%0.000%
11/5/2024 Nations Financial Group Inc. IA ADV10,217$462K0.0%+5.5%0.000%
11/4/2024 Addison Advisors LLC1,940$88K0.0%+33.1%0.000%
11/4/2024 Meritage Portfolio Management301,813$13.64M0.8%+28.9%0.014%
11/4/2024 Crossmark Global Holdings Inc.500,547$22.62M0.4%+15.7%0.023%
11/1/2024 Lindbrook Capital LLC7,671$347K0.0%-16.4%0.000%
11/1/2024 Assetmark Inc.595$27K0.0%-90.7%0.000%
11/1/2024 Crumly & Associates Inc.9,286$420K0.1%-41.9%0.000%
10/30/2024 Catalina Capital Group LLC6,309$285K0.1%+16.1%0.000%
10/30/2024 Catalyst Capital Advisors LLC66,930$3.03M0.1%-2.8%0.002%
10/30/2024 QRG Capital Management Inc.310,442$14.03M0.2%+2.5%0.008%
10/29/2024 BSW Wealth Partners12,928$584K0.1%+4.4%0.000%
10/29/2024 Janney Montgomery Scott LLC46,323$2.09M0.0%-11.0%0.001%
10/29/2024 Optas LLC9,317$421K0.1%+18.1%0.000%
10/28/2024 Caas Capital Management LP49,596$2.24M0.3%+172.6%0.002%
10/28/2024 US Bancorp DE95,063$4.30M0.0%-27.8%0.004%
10/25/2024 First Trust Direct Indexing L.P.50,238$2.27M0.1%+1.3%0.001%
10/24/2024 Old Port Advisors64,535$2.92M0.8%-1.4%0.002%
10/24/2024 Insight Folios Inc130,832$5.91M2.1%+7.7%0.003%
10/24/2024 Frank Rimerman Advisors LLC60,554$2.74M0.2%+1.7%0.002%
10/24/2024 Wealth Enhancement Advisory Services LLC21,674$979K0.0%+2.6%0.001%
10/23/2024 BKM Wealth Management LLC13,873$627K0.3%+106.6%0.000%
10/23/2024 Allworth Financial LP1,367$62K0.0%+40.9%0.000%
10/23/2024 Mediolanum International Funds Ltd3,095,699$139.90M1.8%N/A0.083%
10/23/2024 Ballentine Partners LLC20,627$932K0.0%-9.4%0.001%
10/23/2024 Legacy Capital Group California Inc.4,602$208K0.1%N/A0.000%
10/22/2024 International Assets Investment Management LLC121,200$54.77M0.0%N/A0.003%
10/22/2024 Greenleaf Trust18,732$846K0.0%-2.3%0.000%
10/22/2024 Private Advisor Group LLC26,715$1.21M0.0%+1.2%0.001%
10/22/2024 Signaturefd LLC51,360$2.32M0.0%-2.1%0.001%
10/22/2024 Sequoia Financial Advisors LLC53,240$2.41M0.0%+102.9%0.001%
10/19/2024 Allspring Global Investments Holdings LLC18,341$829K0.0%+23.2%0.000%
10/18/2024Raymond James & Associates319,985$14.46M0.0%-11.5%0.009%
10/18/2024Blue Trust Inc.18,418$801K0.0%+120.7%0.000%
10/18/2024Net Worth Advisory Group7,148$323K0.1%N/A0.000%
10/17/2024Trust Point Inc.4,538$205K0.0%-9.5%0.000%
10/17/2024Aaron Wealth Advisors LLC20,869$943K0.1%+20.8%0.001%
10/16/2024 Bleakley Financial Group LLC6,740$305K0.0%+10.2%0.000%
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10/16/2024 Global Retirement Partners LLC8,987$406K0.0%-28.6%0.000%
10/16/2024 Mitchell & Pahl Private Wealth LLC22,618$1.02M0.5%+3.1%0.001%
10/16/2024 Naviter Wealth LLC93,333$4.22M0.6%+2.8%0.002%
10/16/2024 Cornerstone Wealth Management LLC4,891$221K0.0%-5.3%0.000%
10/11/2024 Creative Planning222,092$10.04M0.0%+9.4%0.006%
10/11/2024 Sivia Capital Partners LLC7,899$357K0.2%-10.8%0.000%
10/11/2024 Grove Bank & Trust2,593$117K0.0%+24.3%0.000%
10/10/2024 Ritholtz Wealth Management125,598$5.68M0.2%+23.8%0.003%
10/9/2024 Clarius Group LLC10,386$469K0.0%-28.7%0.000%
10/9/2024 UMB Bank n.a.1,488$67K0.0%-20.7%0.000%
(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, 348 institutional investors and hedge funds held shares of HSBC. The most heavily invested institutionals were Dimensional Fund Advisors LP ($485.45M), Morgan Stanley ($330.47M), Mediolanum International Funds Ltd ($139.90M), Sanders Capital LLC ($134.76M), FMR LLC ($110.36M), Northern Trust Corp ($72.15M), and Citigroup Inc. ($57.89M).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 303 institutional investors that purchased HSBC stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mediolanum International Funds Ltd ($3.10M), Dimensional Fund Advisors LP ($1.24M), FMR LLC ($749.76K), Bank of Montreal Can ($686.47K), Cookson Peirce & Co. Inc. ($618.85K), Grantham Mayo Van Otterloo & Co. LLC ($607.18K), and OLD Mission Capital LLC ($511.17K).

How much institutional buying is happening at HSBC?

Institutional investors have bought a total of 16,143,559 shares in the last 24 months. This purchase volume represents approximately $633.09M in transactions.

Which HSBC major shareholders have been selling company stock?

Of the 169 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 ($3.71M), Renaissance Technologies LLC ($433.36K), Millennium Management LLC ($300.07K), Dimensional Fund Advisors LP ($244.27K), Envestnet Asset Management Inc. ($190.73K), UBS Group AG ($108.54K), and Wells Fargo & Company MN ($106.70K).

How much institutional selling is happening at HSBC?

Institutional investors have sold a total of 7,030,339 shares in the last 24 months. This volume of shares sold represents approximately $278.40M in transactions.



This page (NYSE:HSBC) was last updated on 12/21/2024 by MarketBeat.com Staff
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