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HSBC (HSBC) Institutional Ownership

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$106.44 -0.65 (-0.60%)
Closing price 03:59 PM Eastern
Extended Trading
$106.25 -0.19 (-0.18%)
As of 07:53 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)
404
Total
Institutional Inflows
(last 12 months)
$900.99M
Number of
Institutional Sellers
(last 12 months)
190
Total
Institutional Outflows
(last 12 months)
$326.72M
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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
7/10/2026 Fiduciary Financial Group LLC2,632$250K0.0%N/A0.000%
7/10/2026 City Holding Co.700$67K0.0%N/A0.000%
7/9/2026 Focus Financial Network Inc.3,393$323K0.0%N/A0.000%
7/9/2026 Legacy Wealth Asset Management LLC11,194$1.06M0.2%-2.0%0.000%
7/9/2026 Everhart Financial Group Inc.2,255$214K0.0%N/A0.000%
7/9/2026 TL Private Wealth2,055$200K0.1%N/A0.000%
7/8/2026 Gradient Investments LLC63,621$6.05M0.1%+4.9%0.002%
7/8/2026 Foresight Capital Management Advisors Inc.18,850$1.79M0.9%-1.0%0.001%
7/8/2026 Trust Point Inc.13,421$1.28M0.1%+5.1%0.000%
7/8/2026 55 North Private Wealth LLC8,794$836K0.2%+32.7%0.000%
7/7/2026 180 Wealth Advisors LLC4,084$388K0.0%-7.8%0.000%
7/7/2026 Dynamic Advisor Solutions LLC7,330$697K0.0%-9.4%0.000%
7/7/2026 GAMMA Investing LLC17,390$1.65M0.1%+14.3%0.001%
7/7/2026 Avior Wealth Management LLC3,757$357K0.0%-33.4%0.000%
7/7/2026 CoreCap Advisors LLC1,985$189K0.0%+29.5%0.000%
7/2/2026 Versant Capital Management Inc19,118$1.82M0.2%+2.3%0.001%
6/23/2026Ballast Advisors LLC435$36K0.0%N/A0.000%
6/3/2026Parallel Advisors LLC14,220$1.17M0.0%+3.8%0.000%
6/3/2026NewEdge Advisors LLC30,105$2.48M0.0%-2.6%0.001%
6/1/2026Keel Point LLC3,865$319K0.0%-49.0%0.000%
5/26/2026Glenmede Trust Co. NA28,472$2.35M0.0%+2.5%0.001%
5/20/2026TrueWealth Financial Partners2,621$216K0.1%N/A0.000%
5/19/2026Western Wealth Management LLC445$37K0.0%N/A0.000%
5/19/2026NewEdge Advisors LLC23,706$1.96M0.0%-23.3%0.001%
5/19/2026Bank of America Corp DE2,385,883$196.81M0.0%+5.5%0.069%
5/19/2026Arkadios Wealth Advisors28,595$2.36M0.0%-12.0%0.001%
5/19/2026Opal Capital LLC41,955$3.46M0.6%+14.0%0.001%
5/18/2026 EverSource Wealth Advisors LLC12,450$1.03M0.0%+33.1%0.000%
5/18/2026Royal Bank of Canada1,304,192$107.58M0.0%+17.3%0.038%
5/16/2026Quantinno Capital Management LP525,775$43.37M0.1%+20.9%0.015%
5/16/2026Lazard Asset Management LLC12,953$1.07M0.0%-1.3%0.000%
5/15/2026 Themes Management Co LLC12,052$994K0.6%-1.2%0.000%
5/15/2026Waverly Advisors LLC8,076$666K0.0%-1.6%0.000%
5/15/2026Wealth Alliance LLC7,853$648K0.1%+19.5%0.000%
5/15/2026Bridgewater Advisors Inc.8,043$729K0.0%-2.4%0.000%
5/14/2026Renaissance Technologies LLC524,122$43.24M0.1%+391.6%0.015%
5/14/2026Compound Planning Inc.75,875$6.26M0.2%+1.7%0.002%
5/14/2026 Klingman & Associates LLC3,317$274K0.0%+12.7%0.000%
5/14/2026Modern Wealth Management LLC5,489$469K0.0%+29.1%0.000%
5/14/2026Keebeck Wealth Management3,728$308K0.0%N/A0.000%
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5/14/2026Orleans Capital Management Corp LA22,528$1.86M1.3%+4.5%0.001%
5/14/2026Gibbs Wealth Management5,720$472K0.1%N/A0.000%
5/14/2026Sei Investments Co.142,229$11.73M0.0%+3.2%0.004%
5/14/2026Lido Advisors LLC9,059$764K0.0%+8.8%0.000%
5/13/2026Cetera Investment Advisers74,492$6.15M0.0%+7.2%0.002%
5/13/2026NewEdge Wealth LLC67,698$5.58M0.1%+6.0%0.002%
5/13/2026 First Citizens Bank & Trust Co.3,462$286K0.0%-12.6%0.000%
5/13/2026First Trust Advisors LP500,505$41.29M0.0%+1.4%0.015%
5/12/2026 a16z Perennial Management L.P.6,052$499K0.0%-11.1%0.000%
5/8/2026PNC Financial Services Group Inc.69,462$5.73M0.0%+12.8%0.002%
5/7/2026Earned Wealth Advisors LLC7,463$616K0.0%+4.0%0.000%
5/7/2026Dimensional Fund Advisors LP9,972,221$822.61M0.2%-3.8%0.290%
5/7/2026Parallel Advisors LLC14,220$1.17M0.0%+3.8%0.000%
5/6/2026 Zhang Financial LLC5,139$424K0.0%N/A0.000%
5/6/2026Gryphon Financial Partners LLC11,402$941K0.1%+12.1%0.000%
5/6/2026 Catalyst Capital Advisors LLC49,900$4.12M0.1%-6.1%0.001%
5/6/2026 Assetmark Inc.53,273$4.39M0.0%+12.3%0.002%
5/6/2026 Gallacher Capital Management LLC6,820$563K0.2%-32.4%0.000%
5/6/2026 Angeles Wealth Management LLC3,190$270K0.0%N/A0.000%
5/6/2026Bessemer Group Inc.38,056$3.14M0.0%+1,921.0%0.001%
5/6/2026Allspring Global Investments Holdings LLC37,589$3.17M0.0%+27.3%0.001%
5/6/2026Prosperity Consulting Group LLC3,061$253K0.0%N/A0.000%
5/5/2026Westover Capital Advisors LLC9,313$768K0.1%+1.3%0.000%
5/5/2026 Marks Group Wealth Management Inc18,951$1.56M0.2%+1.1%0.001%
5/5/2026Bank of New York Mellon Corp314,818$25.97M0.0%-1.6%0.009%
5/5/2026Advisors Preferred LLC3,880$320K0.0%-17.2%0.000%
5/5/2026Sanctuary Advisors LLC25,105$2.07M0.0%+8.0%0.001%
5/5/2026Checchi Capital Advisers LLC26,192$2.16M0.1%-1.4%0.001%
5/5/2026 Avantax Planning Partners Inc.2,536$209K0.0%N/A0.000%
5/4/2026 ABC Arbitrage SA283,097$23.35M3.1%-21.4%0.008%
5/4/2026 Legacy Capital Group California Inc.10,476$864K0.3%-15.4%0.000%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,631$465K0.0%+43.9%0.000%
5/4/2026Bleakley Financial Group LLC13,078$1.08M0.0%+4.1%0.000%
5/2/2026 Global Assets Advisory LLC1,474$122K0.0%N/A0.000%
5/2/2026 Diversify Wealth Management LLC7,254$648K0.0%+158.6%0.000%
5/1/2026 180 Wealth Advisors LLC4,431$366K0.0%-5.4%0.000%
5/1/2026Fifth Third Bancorp1,924$159K0.0%+20.9%0.000%
5/1/2026 Sovran Advisors LLC3,479$287K0.0%+10.1%0.000%
5/1/2026 Sequoia Financial Advisors LLC59,204$4.88M0.0%-4.1%0.002%
4/30/2026 Whipplewood Advisors LLC499$41K0.0%N/A0.000%
4/30/2026Summit Securities Group LLC1,500$124K0.0%+650.0%0.000%
4/30/2026 Kestra Advisory Services LLC5,986$494K0.0%-9.8%0.000%
4/30/2026 Frank Rimerman Advisors LLC16,160$1.33M0.1%-1.5%0.000%
4/29/2026Impact Investors Inc3,033$250K0.2%N/A0.000%
4/29/2026Flatrock Wealth Partners LLC4,433$375K0.2%N/A0.000%
4/29/2026Jackson Thornton Wealth Management LLC2,337$211K0.0%N/A0.000%
4/29/2026 Resonant Capital Advisors LLC4,535$386K0.0%+8.1%0.000%
4/29/2026Integrated Advisors Network LLC3,571$295K0.0%+3.9%0.000%
4/28/2026 Kathmere Capital Management LLC25,654$2.12M0.1%+18.2%0.001%
4/28/2026 Abel Hall LLC20,017$1.65M0.4%-10.4%0.001%
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4/28/2026 Stephens Inc. AR2,703$223K0.0%-27.4%0.000%
4/28/2026 Walkner Condon Financial Advisors LLC2,586$213K0.0%N/A0.000%
4/28/2026 V Square Quantitative Management LLC4,915$405K0.0%+50.9%0.000%
4/28/2026 Wealthstar Advisors LLC7,903$652K0.3%-18.3%0.000%
4/28/2026 QRG Capital Management Inc.233,194$19.24M0.2%+4.0%0.007%
4/27/2026 HB Wealth Management LLC14,099$1.16M0.0%+14.1%0.000%
4/27/2026World Investment Advisors11,780$972K0.0%+4.2%0.000%
4/27/2026 Carter Financial Group INC.4,562$376K0.2%-27.4%0.000%
4/27/2026 Optas LLC9,298$767K0.1%-1.3%0.000%
4/27/2026 Y Intercept Hong Kong Ltd36,703$3.03M0.1%N/A0.001%


HSBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 580 institutional investors and hedge funds held shares of HSBC. The most heavily invested institutionals were Fisher Asset Management LLC ($1.40B), Dimensional Fund Advisors LP ($822.61M), Morgan Stanley ($588.76M), Goldman Sachs Group Inc. ($465.35M), Northern Trust Corp ($236.67M), Sanders Capital LLC ($210.81M), and Bank of America Corp DE ($196.81M).Learn more on HSBC's institutional investors.

1.48% of HSBC's stock is owned by institutional investors. Learn more on HSBC's institutional investor holdings.

Of the 533 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 ($2.19M), Contrarian Capital Management L.L.C. ($1.27M), FMR LLC ($1.19M), Northern Trust Corp ($1.18M), Morgan Stanley ($993.47K), and Northwestern Mutual Wealth Management Co. ($871.08K).

Institutional investors have bought a total of 12,331,112 shares in the last 24 months. This purchase volume represents approximately $900.99M in transactions.

Of the 188 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 ($603.42K), Bank of America Corp DE ($418.65K), Renaissance Technologies LLC ($384.30K), JPMorgan Chase & Co. ($369.38K), Goldman Sachs Group Inc. ($315.30K), First Trust Advisors LP ($312.52K), and QRG Capital Management Inc. ($169.34K).

Institutional investors have sold a total of 4,456,533 shares in the last 24 months. This volume of shares sold represents approximately $326.72M in transactions.


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This page (NYSE:HSBC) was last updated on 7/31/2026 by MarketBeat.com Staff.
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