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HSBC (HSBC) Institutional Ownership

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$103.65 -1.46 (-1.39%)
As of 10:16 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)
370
Total
Institutional Inflows
(last 12 months)
$734.58M
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$269.85M
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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
9/9/2026 Sequoia Financial Advisors LLC59,033$5.61M0.0%-0.3%0.002%
9/9/2026 WINTON GROUP Ltd2,500$238K0.0%N/A0.000%
9/9/2026 Engineers Gate Manager LP46,403$4.41M0.1%N/A0.001%
9/9/2026 Integrated Wealth Concepts LLC20,165$1.92M0.0%+7.9%0.001%
9/9/2026 NewEdge Advisors LLC34,412$3.27M0.0%+14.3%0.001%
9/9/2026 IFP Advisors Inc1,439$137K0.0%+14.4%0.000%
9/9/2026 Baird Financial Group Inc.4,061$386K0.0%+67.2%0.000%
9/8/2026 Allworth Financial LP6,978$664K0.0%-1.5%0.000%
9/8/2026 West Family Investments Inc.12,240$1.16M0.3%+29.5%0.000%
9/8/2026 Waverly Advisors LLC7,900$751K0.0%-2.2%0.000%
9/2/2026 Range Advisory LLC3,606$343K0.0%N/A0.000%
8/27/2026 Corient Private Wealth LP58,102$5.53M0.0%+10.1%0.002%
8/23/2026 Wedmont Private Capital7,127$706K0.0%-16.3%0.000%
8/23/2026 Echo45 Advisors LLC3,047$290K0.1%-4.5%0.000%
8/23/2026 HB Wealth Management LLC16,887$1.61M0.0%+19.8%0.000%
8/23/2026 Angeles Wealth Management LLC3,502$333K0.0%+9.8%0.000%
8/22/2026 TD Waterhouse Canada Inc.125,095$12.00M0.0%+476.1%0.004%
8/22/2026 Concurrent Investment Advisors LLC11,859$1.13M0.0%-4.6%0.000%
8/21/2026 Carter Financial Group INC.4,746$451K0.2%+4.0%0.000%
8/21/2026 Greenspring Advisors LLC5,078$483K0.0%+2.7%0.000%
8/21/2026 Safeguard Investment Advisory Group LLC3,843$365K0.1%-2.7%0.000%
8/21/2026 Natural Investments LLC6,344$603K0.1%-13.0%0.000%
8/20/2026 Rehmann Capital Advisory Group4,217$401K0.0%-13.5%0.000%
8/20/2026 Wedbush Securities Inc.26,774$2.55M0.1%-2.7%0.001%
8/20/2026 Greenleaf Trust17,284$1.64M0.0%-3.1%0.001%
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%
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7/2/2026 Versant Capital Management Inc19,118$1.82M0.2%+2.3%0.001%
6/23/2026 Ballast Advisors LLC435$36K0.0%N/A0.000%
6/3/2026 Parallel Advisors LLC14,220$1.17M0.0%+3.8%0.000%
6/3/2026 NewEdge Advisors LLC30,105$2.48M0.0%-2.6%0.001%
6/1/2026 Keel Point LLC3,865$319K0.0%-49.0%0.000%
5/26/2026 Glenmede Trust Co. NA28,472$2.35M0.0%+2.5%0.001%
5/20/2026 TrueWealth Financial Partners2,621$216K0.1%N/A0.000%
5/19/2026 Western Wealth Management LLC445$37K0.0%N/A0.000%
5/19/2026 NewEdge Advisors LLC23,706$1.96M0.0%-23.3%0.001%
5/19/2026 Bank of America Corp DE2,385,883$196.81M0.0%+5.5%0.069%
5/19/2026 Arkadios Wealth Advisors28,595$2.36M0.0%-12.0%0.001%
5/19/2026 Opal 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%
5/18/2026 Royal Bank of Canada1,304,192$107.58M0.0%+17.3%0.038%
5/16/2026 Quantinno Capital Management LP525,775$43.37M0.1%+20.9%0.015%
5/16/2026 Lazard 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%
5/15/2026 Waverly Advisors LLC8,076$666K0.0%-1.6%0.000%
5/15/2026 Wealth Alliance LLC7,853$648K0.1%+19.5%0.000%
5/15/2026 Bridgewater Advisors Inc.8,043$729K0.0%-2.4%0.000%
5/14/2026 Renaissance Technologies LLC524,122$43.24M0.1%+391.6%0.015%
5/14/2026 Compound Planning Inc.75,875$6.26M0.2%+1.7%0.002%
5/14/2026 Klingman & Associates LLC3,317$274K0.0%+12.7%0.000%
5/14/2026 Modern Wealth Management LLC5,489$469K0.0%+29.1%0.000%
5/14/2026 Keebeck Wealth Management3,728$308K0.0%N/A0.000%
5/14/2026 Orleans Capital Management Corp LA22,528$1.86M1.3%+4.5%0.001%
5/14/2026Gibbs Wealth Management5,720$472K0.1%N/A0.000%
5/14/2026 Sei Investments Co.142,229$11.73M0.0%+3.2%0.004%
5/14/2026 Lido Advisors LLC9,059$764K0.0%+8.8%0.000%
5/13/2026 Cetera Investment Advisers74,492$6.15M0.0%+7.2%0.002%
5/13/2026 NewEdge 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%
5/13/2026 First 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%
5/8/2026 PNC Financial Services Group Inc.69,462$5.73M0.0%+12.8%0.002%
5/7/2026 Earned Wealth Advisors LLC7,463$616K0.0%+4.0%0.000%
5/7/2026 Dimensional Fund Advisors LP9,972,221$822.61M0.2%-3.8%0.290%
5/7/2026 Parallel Advisors LLC14,220$1.17M0.0%+3.8%0.000%
5/6/2026 Zhang Financial LLC5,139$424K0.0%N/A0.000%
5/6/2026 Gryphon 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%
5/6/2026 Bessemer Group Inc.38,056$3.14M0.0%+1,921.0%0.001%
5/6/2026 Allspring Global Investments Holdings LLC37,589$3.17M0.0%+27.3%0.001%
5/6/2026 Prosperity Consulting Group LLC3,061$253K0.0%N/A0.000%
5/5/2026 Westover 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%
5/5/2026 Bank of New York Mellon Corp314,818$25.97M0.0%-1.6%0.009%
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5/5/2026 Advisors Preferred LLC3,880$320K0.0%-17.2%0.000%
5/5/2026 Sanctuary Advisors LLC25,105$2.07M0.0%+8.0%0.001%
5/5/2026 Checchi 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%
5/4/2026 Bleakley 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%


HSBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 575 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 531 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 9,494,976 shares in the last 24 months. This purchase volume represents approximately $734.58M in transactions.

Of the 180 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), Renaissance Technologies LLC ($384.30K), JPMorgan Chase & Co. ($369.38K), Goldman Sachs Group Inc. ($315.30K), First Trust Advisors LP ($195.64K), QRG Capital Management Inc. ($169.34K), and Qube Research & Technologies Ltd ($137.65K).

Institutional investors have sold a total of 3,517,876 shares in the last 24 months. This volume of shares sold represents approximately $269.85M in transactions.


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Institutional ownership data for NYSE:HSBC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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