Go Pro

HSBC (HSBC) Institutional Ownership

HSBC logo
$99.36 -1.36 (-1.35%)
Closing price 03:59 PM Eastern
Extended Trading
$99.90 +0.54 (+0.54%)
As of 05:43 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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)
$737.47M
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$269.85M
Get HSBC Insider Trade Alerts

Want to know when executives and insiders are buying or selling HSBC stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
9/23/2026QRG Capital Management Inc.264,385$25.14M0.2%+13.4%0.008%
9/18/2026Security National Bank of SO Dak381$36K0.0%N/A0.000%
9/9/2026Sequoia Financial Advisors LLC59,033$5.61M0.0%-0.3%0.002%
9/9/2026WINTON GROUP Ltd2,500$238K0.0%N/A0.000%
9/9/2026Engineers Gate Manager LP46,403$4.41M0.1%N/A0.001%
9/9/2026Integrated Wealth Concepts LLC20,165$1.92M0.0%+7.9%0.001%
9/9/2026NewEdge Advisors LLC34,412$3.27M0.0%+14.3%0.001%
9/9/2026IFP Advisors Inc1,439$137K0.0%+14.4%0.000%
9/9/2026Baird Financial Group Inc.4,061$386K0.0%+67.2%0.000%
9/8/2026Allworth Financial LP6,978$664K0.0%-1.5%0.000%
9/8/2026West Family Investments Inc.12,240$1.16M0.3%+29.5%0.000%
9/8/2026Waverly Advisors LLC7,900$751K0.0%-2.2%0.000%
9/2/2026Range Advisory LLC3,606$343K0.0%N/A0.000%
8/27/2026Corient Private Wealth LP58,102$5.53M0.0%+10.1%0.002%
8/23/2026Wedmont Private Capital7,127$706K0.0%-16.3%0.000%
8/23/2026Echo45 Advisors LLC3,047$290K0.1%-4.5%0.000%
8/23/2026HB Wealth Management LLC16,887$1.61M0.0%+19.8%0.000%
8/23/2026Angeles Wealth Management LLC3,502$333K0.0%+9.8%0.000%
8/22/2026TD Waterhouse Canada Inc.125,095$12.00M0.0%+476.1%0.004%
8/22/2026Concurrent Investment Advisors LLC11,859$1.13M0.0%-4.6%0.000%
8/21/2026Carter Financial Group INC.4,746$451K0.2%+4.0%0.000%
8/21/2026Greenspring Advisors LLC5,078$483K0.0%+2.7%0.000%
8/21/2026Safeguard Investment Advisory Group LLC3,843$365K0.1%-2.7%0.000%
8/21/2026Natural Investments LLC6,344$603K0.1%-13.0%0.000%
8/20/2026Rehmann Capital Advisory Group4,217$401K0.0%-13.5%0.000%
8/20/2026Wedbush Securities Inc.26,774$2.55M0.1%-2.7%0.001%
8/20/2026Greenleaf Trust17,284$1.64M0.0%-3.1%0.001%
7/10/2026Fiduciary Financial Group LLC2,632$250K0.0%N/A0.000%
7/10/2026City Holding Co.700$67K0.0%N/A0.000%
7/9/2026Focus Financial Network Inc.3,393$323K0.0%N/A0.000%
7/9/2026Legacy Wealth Asset Management LLC11,194$1.06M0.2%-2.0%0.000%
7/9/2026Everhart Financial Group Inc.2,255$214K0.0%N/A0.000%
7/9/2026TL Private Wealth2,055$200K0.1%N/A0.000%
7/8/2026Gradient Investments LLC63,621$6.05M0.1%+4.9%0.002%
7/8/2026Foresight Capital Management Advisors Inc.18,850$1.79M0.9%-1.0%0.001%
7/8/2026Trust Point Inc.13,421$1.28M0.1%+5.1%0.000%
7/8/202655 North Private Wealth LLC8,794$836K0.2%+32.7%0.000%
7/7/2026180 Wealth Advisors LLC4,084$388K0.0%-7.8%0.000%
7/7/2026Dynamic Advisor Solutions LLC7,330$697K0.0%-9.4%0.000%
7/7/2026GAMMA Investing LLC17,390$1.65M0.1%+14.3%0.001%
Trump goes "all-in" on Grand Canyon energy breakthrough (Ad)

A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years. While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million. One company controls the entire supply chain behind this discovery.tc pixel

See the ticker behind this Grand Canyon energy breakthrough now
7/7/2026Avior Wealth Management LLC3,757$357K0.0%-33.4%0.000%
7/7/2026CoreCap Advisors LLC1,985$189K0.0%+29.5%0.000%
7/2/2026Versant 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%
5/18/2026EverSource 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%
5/15/2026Themes 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%
5/14/2026Klingman & 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%
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%
5/13/2026First 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%
5/12/2026a16z 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%
5/6/2026Zhang Financial LLC5,139$424K0.0%N/A0.000%
5/6/2026Gryphon Financial Partners LLC11,402$941K0.1%+12.1%0.000%
5/6/2026Catalyst Capital Advisors LLC49,900$4.12M0.1%-6.1%0.001%
5/6/2026Assetmark Inc.53,273$4.39M0.0%+12.3%0.002%
5/6/2026Gallacher Capital Management LLC6,820$563K0.2%-32.4%0.000%
5/6/2026Angeles 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%
Trump goes "all-in" on Grand Canyon energy breakthrough (Ad)

A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years. While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million. One company controls the entire supply chain behind this discovery.tc pixel

See the ticker behind this Grand Canyon energy breakthrough now
5/5/2026Marks 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%
5/5/2026Avantax Planning Partners Inc.2,536$209K0.0%N/A0.000%
5/4/2026ABC Arbitrage SA283,097$23.35M3.1%-21.4%0.008%
5/4/2026Legacy Capital Group California Inc.10,476$864K0.3%-15.4%0.000%
5/4/2026Empirical 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%


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 ($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 532 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 9,524,721 shares in the last 24 months. This purchase volume represents approximately $737.47M 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.



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 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners