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HSBC (HSBC) Institutional Ownership

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$62.92 +0.23 (+0.37%)
Closing price 08/7/2025 03:59 PM Eastern
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$62.88 -0.03 (-0.05%)
As of 08:31 AM 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)
321
Total
Institutional Inflows
(last 12 months)
$705.53M
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$167.15M
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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
8/8/2025SBI Securities Co. Ltd.18,583$1.13M0.0%-7.3%0.001%
8/7/2025Vise Technologies Inc.25,392$1.54M0.1%N/A0.001%
8/7/2025Allworth Financial LP5,391$328K0.0%+195.6%0.000%
8/7/2025Americana Partners LLC54,952$3.34M0.1%-3.7%0.002%
8/7/2025Profund Advisors LLC20,349$1.24M0.0%+3.6%0.001%
8/7/2025Connor Clark & Lunn Investment Management Ltd.288,231$17.52M0.1%-25.7%0.008%
8/6/2025 Prospera Financial Services Inc20,337$1.24M0.0%+53.3%0.001%
8/6/2025 AE Wealth Management LLC7,369$448K0.0%+9.1%0.000%
8/6/2025 Wedbush Securities Inc.13,327$810K0.0%+6.7%0.000%
8/6/2025 Vestmark Advisory Solutions Inc.22,543$1.37M0.0%N/A0.001%
8/6/2025 Pekin Hardy Strauss Inc.26,525$1.61M0.2%N/A0.001%
8/6/2025 Savant Capital LLC27,533$1.67M0.0%+41.6%0.001%
8/6/2025 Soltis Investment Advisors LLC15,464$940K0.1%+2.1%0.000%
8/6/2025 Moors & Cabot Inc.7,152$435K0.0%+2.7%0.000%
8/5/2025 Main Street Research LLC6,997$425K0.0%N/A0.000%
8/5/2025 Ellevest Inc.17,150$1.04M0.2%-2.0%0.000%
8/5/2025 NewSquare Capital LLC432$26K0.0%+152.6%0.000%
8/5/2025 Bridgewater Advisors Inc.8,033$523K0.0%+4.3%0.000%
8/5/2025 Bank of New York Mellon Corp288,062$17.51M0.0%+3.8%0.008%
8/5/2025 Bank of Montreal Can209,666$12.75M0.0%+175.6%0.006%
8/5/2025 Mission Wealth Management LP9,162$557K0.0%+3.4%0.000%
8/5/2025 TIAA Trust National Association4,549$277K0.0%+15.2%0.000%
8/4/2025 Syverson Strege & Co4,367$265K0.1%N/A0.000%
8/4/2025 Haven Private LLC6,288$382K0.2%N/A0.000%
8/4/2025 Mesirow Financial Investment Management Inc.8,754$532K0.0%+11.1%0.000%
8/4/2025 Simon Quick Advisors LLC8,111$493K0.0%+50.7%0.000%
8/4/2025 Atria Investments Inc9,119$554K0.0%+78.2%0.000%
8/4/2025 Assetmark Inc.14,674$892K0.0%+150.6%0.000%
8/4/2025 Keybank National Association OH29,763$1.81M0.0%+335.8%0.001%
8/4/2025 Spire Wealth Management820$50K0.0%-37.9%0.000%
8/4/2025 Hantz Financial Services Inc.12,005$730K0.0%+1,258.0%0.000%
8/4/2025 Arkadios Wealth Advisors35,070$2.13M0.1%-21.9%0.001%
8/4/2025 World Investment Advisors4,136$251K0.0%+14.1%0.000%
8/1/2025 Purkiss Capital Advisors LLC4,824$293K0.2%N/A0.000%
8/1/2025 May Hill Capital LLC11,040$671K0.2%-2.0%0.000%
8/1/2025 SYM FINANCIAL Corp5,519$336K0.0%-8.3%0.000%
8/1/2025 Y Intercept Hong Kong Ltd30,234$1.84M0.0%+84.8%0.001%
8/1/2025 Bessemer Group Inc.406$25K0.0%-53.0%0.000%
8/1/2025 Envestnet Asset Management Inc.92,476$5.62M0.0%+10.3%0.003%
7/31/2025 Linden Thomas Advisory Services LLC9,924$603K0.1%-17.6%0.000%
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7/31/2025 Rational Advisors Inc.15,723$956K0.1%-12.8%0.000%
7/31/2025 Focus Partners Advisor Solutions LLC4,022$244K0.0%+4.4%0.000%
7/31/2025 Catalyst Capital Advisors LLC57,805$3.51M0.1%-4.4%0.002%
7/31/2025 Caitong International Asset Management Co. Ltd1,092$66K0.0%-43.6%0.000%
7/31/2025 AlTi Global Inc.4,046$246K0.0%N/A0.000%
7/31/2025 180 Wealth Advisors LLC5,277$321K0.0%-4.7%0.000%
7/30/2025 Forum Financial Management LP44,246$2.69M0.0%+2.1%0.001%
7/30/2025 Ethic Inc.150,385$9.15M0.2%-11.9%0.004%
7/30/2025 Exencial Wealth Advisors LLC25,205$1.53M0.1%+50.9%0.001%
7/30/2025 Cookson Peirce & Co. Inc.646,724$39.31M1.7%-2.6%0.019%
7/30/2025 Legacy Wealth Asset Management LLC11,992$729K0.2%-4.8%0.000%
7/30/2025 Greenup Street Wealth Management LLC3,748$228K0.0%N/A0.000%
7/30/2025 Drive Wealth Management LLC7,645$465K0.1%+6.1%0.000%
7/29/2025 BKM Wealth Management LLC10,941$665K0.3%-9.0%0.000%
7/29/2025 Wealthstream Advisors Inc.3,592$218K0.0%N/A0.000%
7/29/2025 TrueMark Investments LLC53,870$3.28M0.7%+18.3%0.002%
7/29/2025 AssuredPartners Investment Advisors LLC15,736$957K0.2%+24.2%0.000%
7/29/2025 Private Trust Co. NA763$46K0.0%+346.2%0.000%
7/29/2025 Werba Rubin Papier Wealth Management4,982$303K0.1%+8.2%0.000%
7/28/2025 Tower Wealth Partners Inc.3,499$213K0.1%N/A0.000%
7/28/2025 Ritholtz Wealth Management132,819$8.07M0.2%-3.6%0.004%
7/28/2025 Sagespring Wealth Partners LLC19,950$1.21M0.0%+21.0%0.001%
7/28/2025 Naviter Wealth LLC84,074$5.11M0.6%+3.1%0.002%
7/28/2025 Ativo Capital Management LLC27,070$1.65M1.5%-2.9%0.001%
7/25/2025 Envestnet Portfolio Solutions Inc.7,694$468K0.0%-16.0%0.000%
7/25/2025 Sequoia Financial Advisors LLC56,756$3.45M0.0%+1.7%0.002%
7/25/2025 Yousif Capital Management LLC46,031$2.80M0.0%+7.3%0.001%
7/25/2025 Pzena Investment Management LLC18,851$1.15M0.0%+6.0%0.001%
7/25/2025 MGO One Seven LLC28,668$1.74M0.1%+5.9%0.001%
7/25/2025 Allspring Global Investments Holdings LLC22,338$1.35M0.0%+1.5%0.001%
7/25/2025 Meritage Portfolio Management295,652$17.97M1.1%-4.7%0.008%
7/25/2025 CWM LLC129,095$7.85M0.0%-1.3%0.004%
7/25/2025 Vanguard Personalized Indexing Management LLC117,639$7.15M0.1%+8.2%0.003%
7/25/2025 Concurrent Investment Advisors LLC4,770$290K0.0%N/A0.000%
7/24/2025 JFS Wealth Advisors LLC1,885$115K0.0%-18.3%0.000%
7/24/2025 PDS Planning Inc16,540$1.01M0.1%+8.1%0.000%
7/24/2025 Gunderson Capital Management Inc.168,115$10.22M4.3%-6.1%0.005%
7/24/2025 Blue Trust Inc.2,261$137K0.0%-16.4%0.000%
7/24/2025 Wealthstar Advisors LLC11,214$682K0.3%+2.9%0.000%
7/24/2025 IFP Advisors Inc3,481$212K0.0%-86.5%0.000%
7/24/2025 Callan Family Office LLC69,112$4.20M0.1%+266.1%0.002%
7/24/2025 Blair William & Co. IL10,865$660K0.0%-3.9%0.000%
7/24/2025 US Bancorp DE110,001$6.69M0.0%-0.6%0.003%
7/23/2025 Optas LLC9,340$568K0.1%-3.4%0.000%
7/23/2025 Ignite Planners LLC17,122$1.08M0.2%+1.5%0.000%
7/23/2025 Abel Hall LLC11,899$723K0.3%+3.2%0.000%
7/23/2025 Foresight Capital Management Advisors Inc.26,498$1.61M0.9%-3.9%0.001%
7/23/2025 Prime Capital Investment Advisors LLC28,372$1.73M0.0%+238.1%0.001%
7/22/2025 Valeo Financial Advisors LLC10,345$629K0.0%+5.4%0.000%
7/22/2025 DAVENPORT & Co LLC36,674$2.23M0.0%+7.5%0.001%
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7/22/2025 Checchi Capital Advisers LLC26,193$1.59M0.1%-1.9%0.001%
7/21/2025 QRG Capital Management Inc.393,564$23.93M0.2%+7.5%0.011%
7/21/2025 Ascent Group LLC13,872$843K0.0%+3.3%0.000%
7/21/2025 Ameritas Advisory Services LLC644$39K0.0%N/A0.000%
7/18/2025 EWA LLC3,820$232K0.1%+8.4%0.000%
7/18/2025 BSW Wealth Partners11,884$722K0.1%-2.1%0.000%
7/18/2025 Generali Investments CEE investicni spolecnost a.s.99,500$6.05M0.5%+25.0%0.003%
7/18/2025 Cooper Financial Group8,075$491K0.1%-37.7%0.000%
7/18/2025 Truist Financial Corp80,884$4.92M0.0%-3.6%0.002%
7/17/2025 Raleigh Capital Management Inc.537$33K0.0%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, 463 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 410 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 13,949,035 shares in the last 24 months. This purchase volume represents approximately $705.53M in transactions.

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

Of the 171 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), Renaissance Technologies LLC ($252.43K), Envestnet Asset Management Inc. ($214.77K), Bank of Montreal Can ($163.95K), and Connor Clark & Lunn Investment Management Ltd. ($99.72K).

How much institutional selling is happening at HSBC?

Institutional investors have sold a total of 3,339,040 shares in the last 24 months. This volume of shares sold represents approximately $167.15M in transactions.



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