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HSBC (HSBC) Institutional Ownership

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+0.09 (+0.22%)
(As of 04/26/2024 08:52 PM ET)
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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)
217
Total
Institutional Inflows
(last 12 months)
$272.90M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$100.96M
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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
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%
3/26/2024HighPoint Advisor Group LLC9,097$359K0.0%N/A0.000%
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3/22/2024PNC 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%
3/14/2024Leo Wealth LLC15,298$617K0.1%N/A0.000%
3/13/2024 Sivia Capital Partners LLC8,084$328K0.2%N/A0.000%
3/4/2024Richardson Financial Services Inc.675$27K0.0%N/A0.000%
2/28/2024Abel Hall LLC5,250$213K0.2%N/A0.000%
2/26/2024Syon 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%
2/14/2024Orleans Capital Management Corp LA26,705$1.08M0.7%+12.2%0.001%
2/14/2024Barometer Capital Management Inc.3,000$122K0.0%N/A0.000%
2/14/2024American Trust Investment Advisors LLC7,890$320K0.2%-6.3%0.000%
2/14/2024Stamos Capital Partners L.P.12,800$519K0.1%N/A0.000%
2/13/2024Morningstar Investment Services LLC50,308$2.04M0.0%+104.8%0.001%
2/13/2024Oppenheimer & Co. Inc.35,422$1.44M0.0%-1.7%0.001%
2/13/2024Crossmark Global Holdings Inc.467,608$18.96M0.4%-3.1%0.012%
2/13/2024Lake Street Advisors Group LLC27,137$1.10M0.1%-3.7%0.001%
2/13/2024Blueshift Asset Management LLC9,227$374K0.2%N/A0.000%
2/13/2024Campbell & CO Investment Adviser LLC17,324$702K0.1%+51.1%0.000%
2/12/2024Eagle Asset Management Inc.27,161$1.10M0.0%-4.2%0.001%
2/12/2024Scotia Capital Inc.5,090$206K0.0%N/A0.000%
2/12/2024Qtron Investments LLC55,716$2.26M0.4%+9.5%0.001%
2/12/2024Dorsey & Whitney Trust CO LLC23,839$966K0.1%+2.7%0.001%
2/12/2024JARISLOWSKY FRASER Ltd5,425$219K0.0%-47.4%0.000%
2/9/2024Advisory Services Network LLC4,002$162K0.0%N/A0.000%
2/9/2024Orion Portfolio Solutions LLC96,958$4.02M0.0%-12.3%0.003%
2/9/2024US Bancorp DE95,465$3.87M0.0%-2.0%0.002%
2/9/2024Franklin Resources Inc.78,710$3.19M0.0%-11.7%0.002%
2/9/2024Brandes Investment Partners LP54,705$2.22M0.0%+124.1%0.001%
2/9/2024Assetmark Inc.2,295$93K0.0%+198.4%0.000%
2/9/2024 Renaissance Group LLC160,334$6.50M0.3%-2.3%0.004%
2/9/2024Corient Private Wealth LLC48,776$1.98M0.0%-4.0%0.001%
2/9/2024Wells Fargo & Company MN646,458$26.21M0.0%-14.2%0.017%
2/9/2024Thoroughbred Financial Services LLC37,266$1.51M0.1%-1.1%0.001%
2/9/2024Coldstream Capital Management Inc.7,277$295K0.0%N/A0.000%
2/9/2024PNC Financial Services Group Inc.60,035$2.43M0.0%-11.8%0.002%
2/8/2024Level Four Advisory Services LLC16,060$651K0.0%-22.4%0.000%
2/8/2024Beacon Pointe Advisors LLC7,047$286K0.0%+8.6%0.000%
2/8/2024Quadrant Capital Group LLC31,027$1.26M0.1%+8.7%0.001%
2/8/2024Legacy Capital Group California Inc.10,206$414K0.2%+72.3%0.000%
2/8/2024Capital Wealth Planning LLC27,921$1.13M0.0%+72.9%0.001%
2/8/2024Janney Montgomery Scott LLC72,472$2.94M0.0%-6.2%0.002%
2/8/2024Vanguard Personalized Indexing Management LLC54,878$2.23M0.1%-3.4%0.001%
2/8/2024Vise Technologies Inc.24,722$1.00M0.2%+7.7%0.001%
2/8/2024Pinnacle Wealth Planning Services Inc.8,895$361K0.1%+7.7%0.000%
2/7/2024 Checchi Capital Advisers LLC21,401$868K0.1%-7.6%0.001%
2/7/2024Ieq Capital LLC10,838$439K0.0%+31.5%0.000%
2/7/2024Forum Financial Management LP26,801$1.09M0.0%-1.0%0.001%
2/7/2024Envestnet Portfolio Solutions Inc.18,261$740K0.0%+8.5%0.000%
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2/7/2024Dimensional Fund Advisors LP11,621,349$471.13M0.1%+3.3%0.303%
2/7/2024QRG Capital Management Inc.251,509$10.20M0.2%+48.0%0.007%
2/7/2024JFS Wealth Advisors LLC2,437$99K0.0%+181.4%0.000%
2/7/2024 NBC Securities Inc.2,194$88K0.0%-20.6%0.000%
2/7/2024Principal Securities Inc.12,672$514K0.0%N/A0.000%
2/6/2024Private Advisor Group LLC50,107$2.03M0.0%+1.0%0.001%
2/6/2024 Spire Wealth Management903$34K0.0%-39.7%0.000%
2/6/2024Gallacher Capital Management LLC7,864$319K0.2%-9.3%0.000%
2/6/2024 Measured Wealth Private Client Group LLC6,295$255K0.1%N/A0.000%
2/6/2024Legacy Financial Advisors Inc.15,227$617K0.1%+14.2%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, 338 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), Lazard Asset Management LLC ($115.57M), Northern Trust Corp ($72.15M), Renaissance Technologies LLC ($66.80M), Citigroup Inc. ($57.89M), and JPMorgan Chase & Co. ($48.07M).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 298 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 ($1.80M), Grantham Mayo Van Otterloo & Co. LLC ($677.48K), Envestnet Asset Management Inc. ($656.84K), Cookson Peirce & Co. Inc. ($618.85K), Natixis Advisors L.P. ($574.93K), and OLD Mission Capital LLC ($570.94K).

How much institutional buying is happening at HSBC?

Institutional investors have bought a total of 15,374,241 shares in the last 24 months. This purchase volume represents approximately $530.23M in transactions.

Which HSBC major shareholders have been selling company stock?

Of the 154 institutional investors that sold HSBC stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Montreal Can ($1.76M), Lazard Asset Management LLC ($1.50M), JPMorgan Chase & Co. ($1.07M), Renaissance Technologies LLC ($882.18K), Citigroup Inc. ($416.12K), Russell Investments Group Ltd. ($279.88K), and Royal Bank of Canada ($203.82K).

How much institutional selling is happening at HSBC?

Institutional investors have sold a total of 8,123,888 shares in the last 24 months. This volume of shares sold represents approximately $267.99M in transactions.


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This page (NYSE:HSBC) was last updated on 4/29/2024 by MarketBeat.com Staff

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