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HSBC (HSBC) Institutional Ownership

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$50.62 -0.19 (-0.38%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
1.48%
Number of
Institutional Buyers
(last 12 months)
191
Total
Institutional Inflows
(last 12 months)
$331.45M
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$179.74M
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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
1/17/2025 Janney Montgomery Scott LLC48,938$2.42M0.0%+5.6%0.001%
1/17/2025 SG Americas Securities LLC6,998$346K0.0%-46.8%0.000%
1/17/2025 Janney Capital Management LLC188,151$9.31M0.6%N/A0.005%
1/17/2025 Atomi Financial Group Inc.40,592$2.01M0.1%+22.6%0.001%
1/16/2025 Crossmark Global Holdings Inc.514,642$25.45M0.5%+2.8%0.014%
1/16/2025 Mitchell & Pahl Private Wealth LLC23,777$1.18M0.5%+5.1%0.001%
1/16/2025 Ballentine Partners LLC23,557$1.17M0.0%+14.2%0.001%
1/16/2025 Grove Bank & Trust1,958$97K0.0%-24.5%0.000%
1/16/2025 Clarius Group LLC10,661$527K0.0%+2.6%0.000%
1/15/2025 Aaron Wealth Advisors LLC23,763$1.18M0.1%+13.9%0.001%
1/15/2025 Riversedge Advisors LLC4,742$235K0.1%N/A0.000%
1/15/2025 Brooklyn Investment Group1,000$49K0.0%N/A0.000%
1/15/2025 Merit Financial Group LLC5,932$293K0.0%N/A0.000%
1/15/2025 Hennessy Advisors Inc.125,200$6.19M0.2%-3.5%0.003%
1/15/2025 Ritholtz Wealth Management141,108$6.98M0.2%+12.3%0.004%
1/14/2025 Richard P Slaughter Associates Inc39,116$1.94M0.4%-3.4%0.001%
1/14/2025 Park Avenue Securities LLC32,689$1.62M0.0%+18.8%0.001%
1/14/2025 Kathmere Capital Management LLC13,378$662K0.1%+45.6%0.000%
1/14/2025 Ignite Planners LLC17,889$878K0.2%+2.7%0.000%
1/13/2025 Traveka Wealth LLC9,833$486K0.3%+7.4%0.000%
1/13/2025 Courier Capital LLC8,492$420K0.0%-4.6%0.000%
1/13/2025 Miracle Mile Advisors LLC22,104$1.09M0.0%-7.1%0.001%
1/13/2025 Sivia Capital Partners LLC7,648$378K0.2%-3.2%0.000%
1/13/2025 JCIC Asset Management Inc.2,112$104K0.0%+42.7%0.000%
1/13/2025 Cooper Financial Group12,646$625K0.1%+6.4%0.000%
1/13/2025 Aprio Wealth Management LLC17,260$854K0.1%+37.9%0.000%
1/10/2025 Wealth Enhancement Advisory Services LLC21,909$990K0.0%+1.1%0.001%
1/3/2025 GAMMA Investing LLC7,810$386K0.0%+28.6%0.000%
1/3/2025 Versant Capital Management Inc1,498$74K0.0%+116.2%0.000%
1/2/2025 Old Port Advisors64,049$3.17M0.9%-0.8%0.002%
12/26/2024JPMorgan Chase & Co.56,860$2.57M0.0%+103.6%0.002%
11/27/2024Franklin Resources Inc.385,544$17.10M0.0%-17.3%0.011%
11/25/2024Wilmington Savings Fund Society FSB2,692$122K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC16,036$737K0.0%+2.8%0.000%
11/20/2024Virtu Financial LLC11,982$541K0.0%-17.9%0.000%
11/18/2024Soltis Investment Advisors LLC14,182$641K0.1%N/A0.001%
11/18/2024Coldstream Capital Management Inc.9,141$413K0.0%+7.3%0.000%
11/15/2024M&T Bank Corp114,776$5.19M0.0%-1.7%0.005%
11/15/2024Abel Hall LLC6,221$281K0.2%+4.3%0.000%
11/15/2024Raelipskie Partnership39,343$1.78M0.9%+26.6%0.002%
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11/15/2024Barclays PLC40,867$1.85M0.0%-2.1%0.001%
11/15/2024Y Intercept Hong Kong Ltd45,491$2.06M0.1%-30.0%0.002%
11/15/2024MML Investors Services LLC47,677$2.16M0.0%-26.3%0.002%
11/15/2024Orion Portfolio Solutions LLC34,025$1.54M0.0%-8.5%0.002%
11/15/2024XTX Topco Ltd43,286$1.96M0.1%N/A0.002%
11/15/2024National Bank of Canada FI1,855$84K0.0%-21.3%0.000%
11/15/2024Stifel Financial Corp138,127$6.24M0.0%+40.0%0.006%
11/15/2024Quantinno Capital Management LP179,908$8.13M0.1%-6.2%0.008%
11/15/2024Integrated Wealth Concepts LLC14,185$641K0.0%+1.9%0.001%
11/15/2024HighTower Advisors LLC157,846$7.14M0.0%+18.0%0.007%
11/14/2024Captrust Financial Advisors23,458$1.06M0.0%-42.9%0.001%
11/14/2024Rockefeller Capital Management L.P.20,577$927K0.0%-11.1%0.001%
11/14/2024FORA Capital LLC9,599$434K0.1%-35.0%0.000%
11/14/2024CreativeOne Wealth LLC4,812$217K0.0%N/A0.000%
11/13/2024Glenmede Trust Co. NA26,725$1.21M0.0%+11.6%0.001%
11/13/2024Townsquare Capital LLC17,820$805K0.0%+103.9%0.001%
11/13/2024BNP Paribas Financial Markets93,675$4.23M0.0%+383.4%0.004%
11/13/2024Sanders Capital LLC2,982,050$134.76M0.2%-0.2%0.136%
11/13/2024Quantbot Technologies LP53,227$2.41M0.1%N/A0.002%
11/13/2024FMR LLC2,442,205$110.36M0.0%+44.3%0.111%
11/13/2024Bank of Montreal Can171,416$7.82M0.0%+124.3%0.008%
11/12/2024Larson Financial Group LLC775$35K0.0%+138.5%0.000%
11/12/2024Pitcairn Co.14,343$648K0.0%-13.3%0.001%
11/12/2024Cerity Partners LLC92,136$4.16M0.0%+65.7%0.004%
11/12/2024Eagle Asset Management Inc.19,494$876K0.0%-26.8%0.001%
11/12/2024Charles Schwab Investment Management Inc.215,748$9.75M0.0%+14.6%0.010%
11/8/2024Pzena Investment Management LLC16,448$743K0.0%-2.9%0.001%
11/8/2024Moors & Cabot Inc.6,828$309K0.0%+5.1%0.000%
11/8/2024Advisors Asset Management Inc.37,094$1.68M0.0%+19.5%0.002%
11/8/2024Connor 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%
11/8/2024West Family Investments Inc.12,444$562K0.2%-78.6%0.001%
11/8/2024PNC Financial Services Group Inc.48,668$2.20M0.0%-5.3%0.002%
11/7/2024Caprock Group LLC39,566$1.79M0.1%+12.8%0.002%
11/7/2024Drive Wealth Management LLC6,771$306K0.1%+6.4%0.000%
11/7/2024MAI Capital Management21,565$975K0.0%-30.7%0.001%
11/6/2024Frazier Financial Advisors LLC558$25K0.0%-39.7%0.000%
11/6/2024Natixis Advisors LLC390,337$17.64M0.0%-5.7%0.018%
11/6/2024OneDigital Investment Advisors LLC5,826$263K0.0%N/A0.000%
11/6/2024Huntington National Bank2,122$96K0.0%+11.9%0.000%
11/6/2024Cable Hill Partners LLC11,294$510K0.1%-10.9%0.001%
11/6/2024Oppenheimer & Co. Inc.33,176$1.50M0.0%-2.7%0.002%
11/5/2024MQS Management LLC9,716$439K0.2%N/A0.000%
11/5/2024Prime Capital Investment Advisors LLC8,268$374K0.0%+4.3%0.000%
11/5/2024Nations Financial Group Inc. IA ADV10,217$462K0.0%+5.5%0.000%
11/4/2024Addison Advisors LLC1,940$88K0.0%+33.1%0.000%
11/4/2024Meritage 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%
11/1/2024Lindbrook Capital LLC7,671$347K0.0%-16.4%0.000%
11/1/2024Assetmark Inc.595$27K0.0%-90.7%0.000%
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11/1/2024Crumly & Associates Inc.9,286$420K0.1%-41.9%0.000%
10/30/2024Catalina Capital Group LLC6,309$285K0.1%+16.1%0.000%
10/30/2024Catalyst Capital Advisors LLC66,930$3.03M0.1%-2.8%0.002%
10/30/2024QRG Capital Management Inc.310,442$14.03M0.2%+2.5%0.008%
10/29/2024BSW Wealth Partners12,928$584K0.1%+4.4%0.000%
10/29/2024 Janney Montgomery Scott LLC46,323$2.09M0.0%-11.0%0.001%
10/29/2024Optas LLC9,317$421K0.1%+18.1%0.000%
10/28/2024Caas Capital Management LP49,596$2.24M0.3%+172.6%0.002%
10/28/2024US Bancorp DE95,063$4.30M0.0%-27.8%0.004%
10/25/2024First Trust Direct Indexing L.P.50,238$2.27M0.1%+1.3%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, 350 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 304 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 16,387,320 shares in the last 24 months. This purchase volume represents approximately $645.96M 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 7,015,017 shares in the last 24 months. This volume of shares sold represents approximately $278.21M in transactions.



This page (NYSE:HSBC) was last updated on 1/20/2025 by MarketBeat.com Staff
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