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HSBC (HSBC) Institutional Ownership

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$56.50 +1.37 (+2.49%)
Closing price 05/2/2025 03:59 PM Eastern
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$56.50 -0.01 (-0.01%)
As of 05/2/2025 07:52 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)
275
Total
Institutional Inflows
(last 12 months)
$541.05M
Number of
Institutional Sellers
(last 12 months)
142
Total
Institutional Outflows
(last 12 months)
$234.35M
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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
5/2/2025Pzena Investment Management LLC17,777$1.02M0.0%-2.6%0.000%
5/2/2025SeaBridge Investment Advisors LLC9,788$562K0.1%-8.3%0.000%
5/2/2025Cable Hill Partners LLC10,964$615K0.1%-4.2%0.000%
5/2/2025Bridgewater Advisors Inc.7,703$443K0.0%N/A0.000%
5/2/2025Larson Financial Group LLC1,024$59K0.0%+32.1%0.000%
5/2/2025West Family Investments Inc.11,740$674K0.3%-4.1%0.000%
5/2/2025SBI Securities Co. Ltd.20,043$1.15M0.0%+5.1%0.001%
5/2/2025Signaturefd LLC58,730$3.37M0.1%+4.2%0.002%
5/1/2025 Cutter & CO Brokerage Inc.7,122$409K0.1%N/A0.000%
5/1/2025 CWM LLC130,850$7.52M0.0%-6.8%0.004%
5/1/2025 Schechter Investment Advisors LLC11,432$657K0.1%-19.1%0.000%
5/1/2025 Kathmere Capital Management LLC16,467$946K0.1%+23.1%0.000%
5/1/2025 Ballentine Partners LLC26,408$1.52M0.0%+12.1%0.001%
5/1/2025 Rational Advisors Inc.18,037$1.04M0.1%N/A0.001%
5/1/2025 Riversedge Advisors LLC6,124$352K0.1%+29.1%0.000%
5/1/2025 Caas Capital Management LP73,529$4.22M0.5%+6.5%0.002%
4/30/2025 Weil Company Inc.4,000$230K0.1%N/A0.000%
4/30/2025 Cerity Partners LLC95,768$5.50M0.0%+22.1%0.003%
4/30/2025 Allworth Financial LP1,824$102K0.0%+24.9%0.000%
4/30/2025 Linden Thomas Advisory Services LLC12,046$692K0.1%+11.6%0.000%
4/30/2025 Valeo Financial Advisors LLC9,818$564K0.0%+12.7%0.000%
4/30/2025 M&T Bank Corp117,004$6.72M0.0%+1.3%0.003%
4/30/2025 Brown Advisory Inc.18,548$1.07M0.0%+3.8%0.001%
4/30/2025 Crossmark Global Holdings Inc.494,624$28.41M0.5%-3.9%0.014%
4/29/2025 Callan Capital LLC11,233$645K0.0%+24.6%0.000%
4/29/2025 Envestnet Asset Management Inc.83,815$4.81M0.0%-56.6%0.002%
4/29/2025 Traveka Wealth LLC10,811$621K0.3%+9.9%0.000%
4/29/2025 Bank of New York Mellon Corp277,429$15.93M0.0%-20.2%0.008%
4/29/2025 World Investment Advisors3,626$208K0.0%N/A0.000%
4/29/2025 Generali Investments CEE investicni spolecnost a.s.79,616$4.57M0.4%-38.5%0.002%
4/29/2025 Wayfinding Financial LLC522$30K0.0%N/A0.000%
4/29/2025 Argyle Capital Management LLC3,650$210K0.1%N/A0.000%
4/29/2025 Catalyst Capital Advisors LLC60,480$3.47M0.1%-6.7%0.002%
4/29/2025 Checchi Capital Advisers LLC26,706$1.53M0.1%+6.6%0.001%
4/28/2025 D.A. Davidson & CO.19,354$1.11M0.0%+1.7%0.001%
4/28/2025 Meritage Portfolio Management310,347$17.82M1.2%-2.7%0.009%
4/28/2025 Ativo Capital Management LLC27,865$1.60M1.4%-0.7%0.001%
4/28/2025 Aaron Wealth Advisors LLC24,822$1.43M0.2%+4.5%0.001%
4/28/2025 DAVENPORT & Co LLC34,121$1.96M0.0%+21.2%0.001%
4/25/2025 Wealthstar Advisors LLC10,897$626K0.3%-18.9%0.000%
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4/25/2025 Naviter Wealth LLC81,514$4.85M0.6%+0.5%0.002%
4/24/2025 Allspring Global Investments Holdings LLC22,018$1.27M0.0%+4.6%0.001%
4/24/2025 PDS Planning Inc15,301$879K0.1%+7.6%0.000%
4/23/2025 Sequoia Financial Advisors LLC55,785$3.20M0.0%+1.8%0.002%
4/23/2025 Bessemer Group Inc.864$50K0.0%+51.0%0.000%
4/23/2025 Spire Wealth Management1,320$76K0.0%+59.4%0.000%
4/23/2025 AssuredPartners Investment Advisors LLC12,671$728K0.1%+20.2%0.000%
4/23/2025 Oppenheimer & Co. Inc.43,211$2.48M0.0%+30.6%0.001%
4/22/2025 TrueMark Investments LLC45,544$2.62M0.7%N/A0.001%
4/22/2025 Cambridge Investment Research Advisors Inc.11,735$674K0.0%+8.9%0.000%
4/22/2025 EWA LLC3,524$202K0.1%N/A0.000%
4/22/2025 Garde Capital Inc.750$43K0.0%N/A0.000%
4/21/2025 Envestnet Portfolio Solutions Inc.9,155$526K0.0%-35.7%0.000%
4/21/2025 Janney Capital Management LLC232,499$13.35M0.9%+23.6%0.007%
4/18/2025 Seed Wealth Management Inc.3,630$208K0.2%N/A0.000%
4/18/2025 Wolf Group Capital Advisors3,812$219K0.1%N/A0.000%
4/18/2025 Cornerstone Wealth Management LLC4,602$264K0.0%-6.2%0.000%
4/18/2025 Clarius Group LLC13,947$801K0.1%+30.8%0.000%
4/17/2025 QRG Capital Management Inc.366,245$21.03M0.2%+5.6%0.010%
4/17/2025 Sagespring Wealth Partners LLC16,482$947K0.0%+27.3%0.000%
4/17/2025 Sowell Financial Services LLC36,449$2.09M0.1%N/A0.001%
4/17/2025 Janney Montgomery Scott LLC60,401$3.47M0.0%+23.4%0.002%
4/17/2025 Mission Wealth Management LP8,864$509K0.0%-3.3%0.000%
4/17/2025 D Orazio & Associates Inc.3,896$224K0.0%N/A0.000%
4/17/2025 Ritholtz Wealth Management137,797$7.91M0.2%-2.3%0.004%
4/16/2025 Hennessy Advisors Inc.108,100$6.21M0.2%-13.7%0.003%
4/16/2025 Wealth Enhancement Advisory Services LLC29,391$1.69M0.0%+6.9%0.001%
4/15/2025 Net Worth Advisory Group6,551$376K0.1%-5.2%0.000%
4/15/2025 Simon Quick Advisors LLC5,381$309K0.0%N/A0.000%
4/15/2025 Foresight Capital Management Advisors Inc.27,581$1.58M1.0%-3.2%0.001%
4/15/2025 Sanibel Captiva Trust Company Inc.4,424$254K0.0%N/A0.000%
4/15/2025 GAMMA Investing LLC9,739$559K0.0%+24.7%0.000%
4/14/2025 Farther Finance Advisors LLC4,780$274K0.0%-11.8%0.000%
4/14/2025 First Citizens Bank & Trust Co.3,907$224K0.0%N/A0.000%
4/14/2025 Park Avenue Securities LLC35,749$2.05M0.0%+9.4%0.001%
4/14/2025 Miracle Mile Advisors LLC17,736$1.02M0.0%-19.8%0.000%
4/14/2025 Sivia Capital Partners LLC9,997$574K0.3%+30.7%0.000%
4/11/2025 Foster Group Inc.4,862$279K0.0%N/A0.000%
4/10/2025 Richard P Slaughter Associates Inc6,006$345K0.1%-84.6%0.000%
4/9/2025 Merit Financial Group LLC10,065$578K0.0%+69.7%0.000%
4/9/2025 Mitchell & Pahl Private Wealth LLC22,956$1.32M0.6%-3.5%0.001%
4/9/2025 NBC Securities Inc.1,723$98K0.0%+172,200.0%0.000%
4/9/2025 Gunderson Capital Management Inc.179,124$10.29M6.6%N/A0.005%
4/9/2025 180 Wealth Advisors LLC5,538$318K0.1%-9.6%0.000%
4/9/2025 Legacy Wealth Asset Management LLC12,594$723K0.2%-3.2%0.000%
4/8/2025 Rhumbline Advisers34,249$1.97M0.0%-4.0%0.001%
4/8/2025 Investors Research Corp9,666$555K0.1%-3.0%0.000%
4/8/2025 Parallel Advisors LLC13,737$789K0.0%+4.9%0.000%
4/7/2025 GAMMA Investing LLC559,311$321.21M0.1%+7,061.5%0.016%
4/3/2025 Versant Capital Management Inc14,377$826K0.1%+859.7%0.000%
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3/17/2025 Wealth Enhancement Advisory Services LLC27,494$1.36M0.0%+26.9%0.001%
2/24/2025Ameriflex Group Inc.1,641$86K0.0%N/A0.000%
2/20/2025Forum Financial Management LP43,317$2.14M0.0%+61.6%0.001%
2/18/2025Vise Technologies Inc.20,203$999K0.1%+1.4%0.001%
2/18/2025CSS LLC IL16,080$795K0.0%-6.0%0.000%
2/18/2025Principal Street Partners LLC5,798$287K0.1%+21.1%0.000%
2/17/2025Vident Advisory LLC63,087$3.12M0.1%-0.3%0.002%
2/17/2025Two Sigma Investments LP10,100$500K0.0%-3.4%0.000%
2/17/2025Two Sigma Advisers LP58,100$2.87M0.0%+16.4%0.002%
2/17/2025Raiffeisen Bank International AG1,950$94K0.0%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, 433 institutional investors and hedge funds held shares of HSBC. The most heavily invested institutionals were Dimensional Fund Advisors LP ($525.88M), Morgan Stanley ($330.47M), Bank of America Corp DE ($150.25M), Sanders Capital LLC ($147.45M), FMR LLC ($142.61M), Mediolanum International Funds Ltd ($139.90M), and Northern Trust Corp ($137.56M).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 380 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), FMR LLC ($1.19M), Dimensional Fund Advisors LP ($1.16M), Northern Trust Corp ($1.04M), Raymond James Financial Inc. ($720.38K), Cookson Peirce & Co. Inc. ($618.85K), and Grantham Mayo Van Otterloo & Co. LLC ($607.18K).

How much institutional buying is happening at HSBC?

Institutional investors have bought a total of 18,471,496 shares in the last 24 months. This purchase volume represents approximately $814.29M in transactions.

Which HSBC major shareholders have been selling company stock?

Of the 195 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), Renaissance Technologies LLC ($407.63K), Envestnet Asset Management Inc. ($368.87K), Bank of America Corp DE ($317.37K), Millennium Management LLC ($300.07K), Dimensional Fund Advisors LP ($269.57K), and Bank of Montreal Can ($163.95K).

How much institutional selling is happening at HSBC?

Institutional investors have sold a total of 7,962,654 shares in the last 24 months. This volume of shares sold represents approximately $337.42M in transactions.


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This page (NYSE:HSBC) was last updated on 5/3/2025 by MarketBeat.com Staff
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