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HSBC (HSBC) Institutional Ownership

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$90.44 +0.28 (+0.31%)
As of 03:50 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)
425
Total
Institutional Inflows
(last 12 months)
$978.74M
Number of
Institutional Sellers
(last 12 months)
206
Total
Institutional Outflows
(last 12 months)
$352.11M
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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
5/8/2026 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%
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%
5/1/2026 180 Wealth Advisors LLC4,431$366K0.0%-5.4%0.000%
5/1/2026 Fifth 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%
4/30/2026 Summit 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%
4/29/2026 Impact Investors Inc3,033$250K0.2%N/A0.000%
4/29/2026 Flatrock Wealth Partners LLC4,433$375K0.2%N/A0.000%
4/29/2026 Jackson Thornton Wealth Management LLC2,337$211K0.0%N/A0.000%
4/29/2026 Resonant Capital Advisors LLC4,535$386K0.0%+8.1%0.000%
4/29/2026 Integrated 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%
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%
4/27/2026 World 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%
4/27/2026 Elevation Point Wealth Partners LLC8,189$695K0.0%+33.3%0.000%
4/25/2026 Livet Wealth LLC2,566$212K0.1%N/A0.000%
4/25/2026 Keybank National Association OH39,060$3.22M0.0%+134.4%0.001%
4/25/2026 Mitchell & Pahl Private Wealth LLC22,478$1.85M0.8%-1.8%0.001%
4/25/2026 Pzena Investment Management LLC23,950$1.98M0.0%+4.6%0.001%
4/24/2026 Acorn Financial Advisory Services Inc. ADV2,500$206K0.0%N/A0.000%
4/23/2026 Kohmann Bosshard Financial Services LLC3,544$292K0.0%-4.6%0.000%
4/23/2026 Mayflower Financial Advisors LLC2,777$229K0.0%N/A0.000%
4/23/2026 Tepp RIA LLC8,849$730K0.6%-12.1%0.000%
4/22/2026 Janney Montgomery Scott LLC242,762$20.03M0.0%+843.7%0.007%
4/22/2026 Venturi Wealth Management LLC9,095$750K0.0%+69.5%0.000%
4/21/2026 SmartHarvest Portfolios LLC7,138$589K0.2%-2.2%0.000%
4/21/2026 Aaron Wealth Advisors LLC43,102$3.56M0.2%+32.4%0.001%
4/21/2026 Contravisory Investment Management Inc.4,668$385K0.1%-7.5%0.000%
4/21/2026 Hoxton Planning & Management LLC3,541$292K0.1%+5.9%0.000%
4/20/2026 Kestra Private Wealth Services LLC3,005$248K0.0%+5.0%0.000%
4/20/2026 Ritholtz Wealth Management174,773$14.42M0.3%+8.7%0.005%
4/20/2026 Echo45 Advisors LLC3,189$263K0.1%+7.7%0.000%
4/20/2026 Blue Trust Inc.1,296$107K0.0%-23.4%0.000%
4/20/2026 TrueMark Investments LLC41,955$3.46M0.7%+14.1%0.001%
4/17/2026 AdvisorNet Financial Inc1,309$108K0.0%+14.9%0.000%
4/17/2026 Anchyra Partners LLC6,142$507K0.2%+10.5%0.000%
4/17/2026 Intergy Private Wealth LLC3,185$263K0.1%+9.8%0.000%
4/16/2026 SG Americas Securities LLC137,925$11.38M0.0%-5.1%0.004%
4/16/2026 Warren Street Wealth Advisors LLC2,600$214K0.1%N/A0.000%
4/16/2026 Evolve Private Wealth LLC22,542$1.86M0.1%+6.4%0.001%
4/16/2026 Founders Financial Securities LLC19,779$1.79M0.1%+4.1%0.001%
4/16/2026 Diversified Trust Co3,595$297K0.0%+6.4%0.000%
4/15/2026 Nations Financial Group Inc. IA ADV14,350$1.18M0.1%+14.4%0.000%
3/17/2026Rockefeller Capital Management L.P.41,456$3.26M0.0%-2.1%0.001%
3/13/2026 World Investment Advisors11,302$889K0.0%+148.0%0.000%
3/9/2026Corient Private Wealth LLC47,641$3.75M0.0%-11.9%0.001%
3/4/2026 Pure Financial Advisors LLC3,815$300K0.0%+28.4%0.000%
3/4/2026Rehmann Capital Advisory Group4,084$322K0.0%N/A0.000%
3/4/2026 SHP Wealth Management534$42K0.0%N/A0.000%
3/3/2026Caitong International Asset Management Co. Ltd723$57K0.0%+278.5%0.000%
2/23/2026Virtu Financial LLC13,800$1.09M0.0%-40.0%0.000%
2/20/2026Kovitz Investment Group Partners LLC21,180$1.67M0.0%-16.5%0.001%
2/19/2026Compound Planning Inc.74,634$5.87M0.2%+8.9%0.002%
2/19/2026Invesco Ltd.10,214$804K0.0%+44.2%0.000%
2/19/2026Corient Private Wealth LLC53,111$4.17M0.0%-1.8%0.002%
2/18/2026Mercer Global Advisors Inc. ADV203,756$16.03M0.0%+2.9%0.006%
2/18/2026Papamarkou Wellner Asset Management inc.3,230$254K0.2%N/A0.000%
2/18/2026Vident Advisory LLC73,452$5.78M0.1%-3.9%0.002%
2/18/2026Beacon Pointe Advisors LLC5,775$454K0.0%N/A0.000%
2/18/2026First Citizens Bank & Trust Co.3,960$312K0.0%+6.1%0.000%
2/18/2026EP Wealth Advisors LLC7,825$616K0.0%N/A0.000%
2/18/2026NewEdge Advisors LLC30,907$2.43M0.0%+16.3%0.001%
2/18/2026XTX Topco Ltd32,309$2.54M0.1%-13.8%0.001%


HSBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 576 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 ($146.77M).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 529 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 14,066,783 shares in the last 24 months. This purchase volume represents approximately $978.74M in transactions.

Of the 206 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 ($849.53K), 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 4,899,891 shares in the last 24 months. This volume of shares sold represents approximately $352.11M in transactions.


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This page (NYSE:HSBC) was last updated on 5/11/2026 by MarketBeat.com Staff.
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