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HSBC (HSBC) Institutional Ownership

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$70.71 -0.78 (-1.10%)
Closing price 10/7/2025 03:59 PM Eastern
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$70.89 +0.18 (+0.26%)
As of 10/7/2025 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)
352
Total
Institutional Inflows
(last 12 months)
$861.47M
Number of
Institutional Sellers
(last 12 months)
177
Total
Institutional Outflows
(last 12 months)
$180.84M
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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
10/6/2025 Old Port Advisors59,261$4.21M1.1%-2.6%0.002%
10/6/2025 Gradient Investments LLC19,313$1.37M0.0%+56.7%0.001%
10/6/2025 Grove Bank & Trust1,638$116K0.0%-16.9%0.000%
10/6/2025 Nilsine Partners LLC4,119$292K0.0%N/A0.000%
10/3/2025 Jackson Wealth Management LLC50,188$3.56M0.4%N/A0.001%
10/3/2025 Aaron Wealth Advisors LLC25,447$1.81M0.1%-0.9%0.001%
10/2/2025 GAMMA Investing LLC12,580$893K0.0%+9.1%0.000%
9/26/2025Corient Private Wealth LLC38,794$2.36M0.0%+3.5%0.001%
9/12/2025Valeo Financial Advisors LLC10,345$629K0.0%+5.4%0.000%
9/4/2025Osaic Holdings Inc.32,167$1.95M0.0%+34.3%0.001%
8/27/2025Orion Porfolio Solutions LLC49,237$2.99M0.0%+8.9%0.001%
8/19/2025Advisory Services Network LLC5,912$362K0.0%+20.8%0.000%
8/19/2025State of Wyoming1,624$99K0.0%N/A0.000%
8/19/2025Pitcairn Co.14,704$894K0.1%-12.0%0.000%
8/18/2025Castleark Management LLC42,100$2.56M0.1%-50.0%0.001%
8/18/2025Rexford Capital Inc.2,713$165K0.1%N/A0.000%
8/16/2025Evergreen Capital Management LLC23,851$1.45M0.0%+4.4%0.001%
8/16/2025Headlands Technologies LLC1,101$67K0.0%N/A0.000%
8/15/2025Corient Private Wealth LLC71,315$4.34M0.0%+90.2%0.002%
8/15/2025Captrust Financial Advisors23,559$1.43M0.0%+1.0%0.001%
8/15/2025Keel Point LLC7,496$456K0.0%+16.6%0.000%
8/15/2025Vident Advisory LLC76,506$4.65M0.1%+11.6%0.002%
8/15/2025Smartleaf Asset Management LLC17,973$1.09M0.1%+5.1%0.001%
8/15/2025Orion Porfolio Solutions LLC4,855$295K0.0%-89.3%0.000%
8/15/2025MML Investors Services LLC83,698$5.09M0.0%+40.1%0.002%
8/15/2025Lazard Asset Management LLC13,901$845K0.0%-5.9%0.000%
8/15/2025ICONIQ Capital LLC23,745$1.44M0.0%+6.0%0.001%
8/15/2025EP Wealth Advisors LLC4,962$302K0.0%N/A0.000%
8/15/2025Engineers Gate Manager LP17,151$1.04M0.0%+107.6%0.000%
8/15/2025Curi Capital LLC3,714$226K0.0%N/A0.000%
8/15/2025Bank of America Corp DE2,110,567$128.30M0.0%-15.1%0.060%
8/15/2025Ameriprise Financial Inc.119,764$7.28M0.0%-40.6%0.003%
8/15/2025AQR Capital Management LLC154,381$9.39M0.0%+54.5%0.004%
8/14/2025Raymond James Financial Inc.338,050$20.55M0.0%+1.2%0.010%
8/14/2025Bayesian Capital Management LP7,100$432K0.1%N/A0.000%
8/14/2025Quantinno Capital Management LP289,763$17.62M0.1%+5.6%0.008%
8/14/2025Seven Mile Advisory5,158$314K0.2%-5.5%0.000%
8/14/2025Sei Investments Co.125,767$7.65M0.0%+9.2%0.004%
8/14/2025NewEdge Advisors LLC26,201$1.59M0.0%+33.9%0.001%
8/14/2025Stamos Capital Partners L.P.60,218$3.66M0.7%+17.4%0.002%
8/14/2025Qube Research & Technologies Ltd365,570$22.22M0.0%+36.7%0.010%
8/14/2025SVB Wealth LLC4,256$259K0.0%N/A0.000%
8/14/2025Cerity Partners LLC98,708$6M0.0%+3.1%0.003%
8/13/2025Jump Financial LLC3,630$221K0.0%N/A0.000%
8/13/2025Diametric Capital LP3,552$216K0.1%N/A0.000%
8/13/2025Cresset Asset Management LLC9,297$565K0.0%-29.1%0.000%
8/13/2025Brown Advisory Inc.7,232$440K0.0%-61.0%0.000%
8/13/2025First Trust Advisors LP689,250$41.90M0.0%-14.5%0.020%
8/13/2025Guggenheim Capital LLC15,064$916K0.0%-6.6%0.000%
8/13/2025Sonoma Private Wealth LLC5,850$356K0.4%-3.5%0.000%
8/13/2025EverSource Wealth Advisors LLC8,166$496K0.0%+113.0%0.000%
8/13/2025Invesco Ltd.7,052$429K0.0%+22.5%0.000%
8/13/2025CW Advisors LLC9,132$555K0.0%N/A0.000%
8/13/2025Twin Peaks Wealth Advisors LLC1,086$71K0.0%N/A0.000%
8/13/2025WCG Wealth Advisors LLC31,473$1.91M0.1%N/A0.001%
8/13/2025AMJ Financial Wealth Management62,213$3.78M0.9%N/A0.002%
8/13/2025Beacon Pointe Advisors LLC8,494$516K0.0%+54.8%0.000%
8/13/2025Westerkirk Capital Inc.8,544$519K0.1%N/A0.000%
8/13/2025Quantbot Technologies LP24,279$1.48M0.0%N/A0.001%
8/13/2025M&T Bank Corp119,757$7.28M0.0%+2.4%0.003%
8/13/2025Fisher Asset Management LLC17,043,371$1.04B0.4%+9.2%0.488%
8/13/2025Everstar Asset Management LLC10,987$668K0.4%+6.3%0.000%
8/13/2025Orleans Capital Management Corp LA33,088$2.01M1.1%+5.1%0.001%
8/13/2025Lido Advisors LLC6,267$381K0.0%+3.1%0.000%
8/13/2025West Family Investments Inc.22,850$1.39M0.3%+94.6%0.001%
8/13/2025Quadrature Capital Ltd4,792$291K0.0%N/A0.000%
8/13/2025Scotia Capital Inc.31,870$1.94M0.0%+1.0%0.001%
8/13/2025Northwestern Mutual Wealth Management Co.59,218$3.60M0.0%-6.8%0.002%
8/13/2025Grantham Mayo Van Otterloo & Co. LLC306,115$18.61M0.1%-6.1%0.009%
8/13/2025Quadrant Capital Group LLC96,273$5.85M0.2%-17.0%0.003%
8/13/2025Choreo LLC23,499$1.43M0.0%+4.7%0.001%
8/13/2025Russell Investments Group Ltd.46,695$2.84M0.0%+31.8%0.001%
8/12/2025Advisors Asset Management Inc.34,000$2.07M0.0%-5.7%0.001%
8/12/2025XTX Topco Ltd13,456$818K0.0%-85.1%0.000%
8/12/2025Steward Partners Investment Advisory LLC10,265$624K0.0%+6.8%0.000%
8/12/2025Edgar Lomax Co. VA12,845$781K0.0%N/A0.000%
8/12/2025Global Retirement Partners LLC8,179$497K0.0%N/A0.000%
8/12/2025Coldstream Capital Management Inc.23,452$1.43M0.0%+100.5%0.001%
8/12/2025American Century Companies Inc.1,143,382$69.51M0.0%+11.9%0.033%
8/12/2025Rhumbline Advisers34,921$2.12M0.0%+2.0%0.001%
8/12/2025AlphaCore Capital LLC2,756$168K0.0%N/A0.000%
8/12/2025Franklin Resources Inc.271,011$16.48M0.0%-8.4%0.008%
8/12/2025MAI Capital Management24,836$1.51M0.0%+14.3%0.001%
8/12/2025Seeds Investor LLC3,726$227K0.1%N/A0.000%
8/12/2025JPMorgan Chase & Co.502,200$30.53M0.0%+160.9%0.014%
8/11/2025TD Waterhouse Canada Inc.56,459$3.40M0.0%+353.3%0.002%
8/11/2025Cordatus Wealth Management LLC11,843$720K0.2%-2.4%0.000%
8/11/2025Frank Rimerman Advisors LLC16,160$982K0.1%+5.4%0.000%
8/11/2025Westover Capital Advisors LLC8,597$523K0.1%+5.5%0.000%
8/11/2025LSV Asset Management42,600$2.59M0.0%N/A0.001%
8/11/2025Dorsey & Whitney Trust CO LLC22,776$1.39M0.1%-5.1%0.001%
8/8/2025Rockefeller Capital Management L.P.46,718$2.84M0.0%+20.0%0.001%
8/8/2025Kingsview Wealth Management LLC3,741$227K0.0%N/A0.000%
8/8/2025Sanders Capital LLC2,971,630$180.65M0.2%+0.1%0.085%
8/8/2025Cetera Investment Advisers37,298$2.27M0.0%-3.6%0.001%
8/8/2025Thoroughbred Financial Services LLC36,089$2.19M0.2%-4.8%0.001%
8/8/2025SG Americas Securities LLC3,675$223K0.0%+103.0%0.000%
8/8/2025Creative Planning313,074$19.03M0.0%+4.8%0.009%
8/8/2025Wrapmanager Inc.3,803$231K0.1%N/A0.000%
8/8/2025Fiera Capital Corp5,606$341K0.0%+17.9%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, 480 institutional investors and hedge funds held shares of HSBC. The most heavily invested institutionals were Fisher Asset Management LLC ($1.04B), Dimensional Fund Advisors LP ($596.48M), Morgan Stanley ($330.47M), Goldman Sachs Group Inc. ($271.44M), Sanders Capital LLC ($180.65M), Northern Trust Corp ($165.00M), 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 434 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), Fisher Asset Management LLC ($1.43M), Contrarian Capital Management L.L.C. ($1.27M), FMR LLC ($1.19M), Northern Trust Corp ($1.05M), Raymond James Financial Inc. ($724.46K), and GAMMA Investing LLC ($564.08K).

How much institutional buying is happening at HSBC?

Institutional investors have bought a total of 16,443,533 shares in the last 24 months. This purchase volume represents approximately $861.98M in transactions.

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

Of the 177 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: Bank of America Corp DE ($693.24K), Dimensional Fund Advisors LP ($271.40K), Envestnet Asset Management Inc. ($214.77K), Renaissance Technologies LLC ($156.65K), First Trust Advisors LP ($116.88K), Franklin Resources Inc. ($105.26K), and Connor Clark & Lunn Investment Management Ltd. ($99.72K).

How much institutional selling is happening at HSBC?

Institutional investors have sold a total of 3,330,199 shares in the last 24 months. This volume of shares sold represents approximately $181.15M in transactions.


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This page (NYSE:HSBC) was last updated on 10/8/2025 by MarketBeat.com Staff
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