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HSBC (HSBC) Institutional Ownership

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$62.82 -0.43 (-0.68%)
Closing price 07/18/2025 03:59 PM Eastern
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As of 07/18/2025 07:36 PM Eastern
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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)
306
Total
Institutional Inflows
(last 12 months)
$689.59M
Number of
Institutional Sellers
(last 12 months)
163
Total
Institutional Outflows
(last 12 months)
$157.91M
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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
7/18/2025EWA LLC3,820$232K0.1%+8.4%0.000%
7/18/2025BSW Wealth Partners11,884$722K0.1%-2.1%0.000%
7/18/2025Generali Investments CEE investicni spolecnost a.s.99,500$6.05M0.5%+25.0%0.003%
7/18/2025Cooper Financial Group8,075$491K0.1%-37.7%0.000%
7/18/2025Truist Financial Corp80,884$4.92M0.0%-3.6%0.002%
7/17/2025 Raleigh Capital Management Inc.537$33K0.0%N/A0.000%
7/17/2025 HB Wealth Management LLC8,226$500K0.0%+35.5%0.000%
7/17/2025 Janney Capital Management LLC228,266$13.88M0.9%-1.8%0.007%
7/17/2025 Janney Montgomery Scott LLC47,816$2.91M0.0%-20.8%0.001%
7/17/2025 Avior Wealth Management LLC4,984$303K0.0%-14.8%0.000%
7/16/2025 Signaturefd LLC59,106$3.59M0.1%+0.6%0.002%
7/16/2025 Old Port Advisors60,838$3.70M1.0%-3.6%0.002%
7/16/2025 Kathmere Capital Management LLC17,627$1.07M0.1%+7.0%0.001%
7/16/2025 Traveka Wealth LLC10,105$614K0.3%-6.5%0.000%
7/16/2025 Perigon Wealth Management LLC4,222$257K0.0%-10.0%0.000%
7/15/2025 TD Private Client Wealth LLC464$28K0.0%+101.7%0.000%
7/15/2025 Tepp RIA LLC10,068$612K0.8%+27.2%0.000%
7/14/2025 Opal Wealth Advisors LLC511$31K0.0%N/A0.000%
7/14/2025 Seed Wealth Management Inc.3,430$209K0.2%-5.5%0.000%
7/14/2025 Foster Group Inc.4,668$284K0.0%-4.0%0.000%
7/14/2025 GAMMA Investing LLC11,534$701K0.0%+18.4%0.000%
7/14/2025 Park Avenue Securities LLC35,517$2.16M0.0%-0.6%0.001%
7/14/2025 Sowell Financial Services LLC37,231$2.26M0.1%+2.1%0.001%
7/11/2025 Mitchell & Pahl Private Wealth LLC23,418$1.42M0.6%+2.0%0.001%
7/11/2025 Farther Finance Advisors LLC4,417$269K0.0%-7.6%0.000%
7/10/2025 Trust Point Inc.6,368$387K0.0%+42.7%0.000%
7/10/2025 Contravisory Investment Management Inc.4,972$302K0.1%+4.4%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC23,830$1.45M0.0%-18.9%0.001%
7/9/2025 Sivia Capital Partners LLC11,896$723K0.2%+19.0%0.000%
7/9/2025 Bruce G. Allen Investments LLC1,845$112K0.1%+20.7%0.000%
7/9/2025 Sunpointe LLC4,046$246K0.1%-5.0%0.000%
7/9/2025 Aaron Wealth Advisors LLC25,691$1.56M0.2%+3.5%0.001%
7/9/2025 Riversedge Advisors LLC6,383$388K0.1%+4.2%0.000%
7/8/2025 Richard P Slaughter Associates Inc4,112$250K0.1%-31.5%0.000%
7/8/2025 Gradient Investments LLC12,324$749K0.0%+19.3%0.000%
7/8/2025 Gallacher Capital Management LLC8,014$487K0.2%-3.4%0.000%
7/2/2025 Crumly & Associates Inc.7,647$465K0.1%-3.8%0.000%
5/29/2025Rhumbline Advisers34,249$1.97M0.0%-4.0%0.001%
5/22/2025Chelsea Counsel Co.10,100$598K0.3%N/A0.000%
5/21/2025Acadian Asset Management LLC23,718$1.36M0.0%+254.2%0.001%
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5/21/2025Geneos Wealth Management Inc.6,679$384K0.0%+28.2%0.000%
5/20/2025Belpointe Asset Management LLC6,800$391K0.0%N/A0.000%
5/20/2025Fortis Capital Advisors LLC6,800$391K0.1%N/A0.000%
5/16/2025Ascent Group LLC13,424$771K0.0%N/A0.000%
5/16/2025Everstar Asset Management LLC10,332$593K0.1%+50.2%0.000%
5/16/2025Goldman Sachs Group Inc.4,726,420$271.44M0.0%+1.1%0.134%
5/16/2025NewEdge Advisors LLC19,563$1.12M0.0%-5.0%0.001%
5/16/2025Integrated Wealth Concepts LLC11,931$685K0.0%-18.1%0.000%
5/16/2025AQR Capital Management LLC99,949$5.74M0.0%+43.7%0.003%
5/16/2025Advisors Asset Management Inc.36,039$2.07M0.0%-0.6%0.001%
5/16/2025Aprio Wealth Management LLC21,454$1.23M0.2%+24.3%0.001%
5/15/2025First Manhattan CO. LLC.4,009$237K0.0%N/A0.000%
5/15/2025Focus Partners Advisor Solutions LLC3,854$221K0.0%N/A0.000%
5/15/2025Cubist Systematic Strategies LLC27,237$1.56M0.0%N/A0.001%
5/15/2025Royal Bank of Canada1,047,447$60.16M0.0%+18.7%0.030%
5/15/2025MAI Capital Management21,723$1.25M0.0%+1.7%0.001%
5/15/2025Vident Advisory LLC68,559$3.94M0.1%+8.7%0.002%
5/15/2025Evergreen Capital Management LLC22,842$1.35M0.0%+20.0%0.001%
5/15/2025Contrarian Capital Management L.L.C.1,265,656$72.69M18.7%+425.4%0.036%
5/15/2025Earnest Partners LLC36,030$2.07M0.0%-12.2%0.001%
5/14/2025CreativeOne Wealth LLC7,130$409K0.0%+49.1%0.000%
5/14/2025Ieq Capital LLC22,211$1.28M0.0%+37.7%0.001%
5/14/2025Samalin Investment Counsel LLC3,657$210K0.1%N/A0.000%
5/14/2025FORA Capital LLC38,783$2.23M0.2%+185.7%0.001%
5/14/2025ICONIQ Capital LLC22,396$1.29M0.0%+13.0%0.001%
5/14/2025Smartleaf Asset Management LLC17,094$988K0.1%+1.3%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.63,511$3.65M0.0%+25.1%0.002%
5/14/2025Gitterman Wealth Management LLC4,971$285K0.1%-4.2%0.000%
5/14/20251832 Asset Management L.P.303,500$17.43M0.0%N/A0.009%
5/14/2025Compound Planning Inc.56,674$3.26M0.1%+39.6%0.002%
5/14/2025Dorsey & Whitney Trust CO LLC24,001$1.38M0.1%+1.7%0.001%
5/14/2025Legacy Financial Advisors Inc.17,084$981K0.2%-1.1%0.000%
5/14/2025Cornerstone Select Advisors LLC10,725$616K0.6%N/A0.000%
5/13/2025Northern Trust Corp2,873,096$165.00M0.0%+3.3%0.081%
5/13/2025Brooklyn Investment Group14,607$839K0.2%+1,360.7%0.000%
5/13/2025Elequin Capital LP772$44K0.0%+282.2%0.000%
5/13/2025Summit Securities Group LLC900$52K0.0%-47.1%0.000%
5/13/2025Corient IA LLC10,000$574K0.4%N/A0.000%
5/13/2025Raymond James Financial Inc.333,978$19.18M0.0%-7.3%0.009%
5/13/2025Cresset Asset Management LLC13,112$777K0.0%-29.5%0.000%
5/13/2025Nations Financial Group Inc. IA ADV11,035$634K0.0%+6.4%0.000%
5/13/2025American Century Companies Inc.1,022,231$58.71M0.0%+9.1%0.029%
5/13/2025Ethic Inc.170,752$9.78M0.2%-2.2%0.005%
5/13/2025Dimensional Fund Advisors LP10,386,228$596.48M0.1%-2.3%0.294%
5/13/2025Horizon Investments LLC16,788$956K0.0%-3.0%0.000%
5/13/2025Kovitz Investment Group Partners LLC4,738$272K0.0%N/A0.000%
5/13/2025Cookson Peirce & Co. Inc.663,755$38.12M1.9%-2.2%0.019%
5/13/2025GQG Partners LLC181,718$10.44M0.0%+5.1%0.005%
5/13/2025Caitong International Asset Management Co. Ltd1,935$111K0.1%N/A0.000%
5/13/2025Russell Investments Group Ltd.35,425$2.03M0.0%+40.3%0.001%
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5/13/2025Callan Family Office LLC18,877$1.08M0.1%-24.8%0.001%
5/13/2025HighTower Advisors LLC218,945$12.57M0.0%+33.5%0.006%
5/12/2025Cooper Financial Group12,953$744K0.1%+2.4%0.000%
5/12/2025Virtu Financial LLC16,106$925K0.1%+28.2%0.000%
5/12/2025Entropy Technologies LP31,196$1.79M0.2%+120.3%0.001%
5/12/2025Invesco Ltd.5,757$331K0.0%-32.5%0.000%
5/12/2025Atlas Capital Advisors Inc.12,032$691K0.1%+501.3%0.000%
5/12/2025Benjamin Edwards Inc.5,725$329K0.0%-3.4%0.000%
5/12/2025Connor Clark & Lunn Investment Management Ltd.387,953$22.28M0.1%+729.6%0.011%
5/12/2025Townsquare Capital LLC22,477$1.29M0.0%+4.6%0.001%
(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, 455 institutional investors and hedge funds held shares of HSBC. The most heavily invested institutionals were Dimensional Fund Advisors LP ($596.48M), Morgan Stanley ($330.47M), Goldman Sachs Group Inc. ($271.44M), Northern Trust Corp ($165.00M), Bank of America Corp DE ($150.25M), Sanders Capital LLC ($147.45M), and FMR LLC ($142.61M).Learn more on HSBC's institutional investors.

What percentage of HSBC's stock is owned by institutional investors?

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

Which institutional investors have been buying HSBC's stock?

Of the 398 institutional investors that purchased HSBC's 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), Contrarian Capital Management L.L.C. ($1.27M), FMR LLC ($1.19M), Northern Trust Corp ($1.13M), Dimensional Fund Advisors LP ($814.82K), Raymond James Financial Inc. ($720.38K), and GAMMA Investing LLC ($563.04K).

How much institutional buying is happening at HSBC?

Institutional investors have bought a total of 13,774,260 shares in the last 24 months. This purchase volume represents approximately $689.19M in transactions.

Which of HSBC's major shareholders have been selling company stock?

Of the 162 institutional investors that sold HSBC's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dimensional Fund Advisors LP ($515.67K), Bank of America Corp DE ($317.37K), Millennium Management LLC ($300.07K), Envestnet Asset Management Inc. ($288.48K), Renaissance Technologies LLC ($252.43K), Bank of Montreal Can ($163.95K), and Susquehanna International Securities Ltd. ($98.93K).

How much institutional selling is happening at HSBC?

Institutional investors have sold a total of 3,215,525 shares in the last 24 months. This volume of shares sold represents approximately $157.91M in transactions.



This page (NYSE:HSBC) was last updated on 7/19/2025 by MarketBeat.com Staff
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