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HSBC (HSBC) Institutional Ownership

$43.42
+0.56 (+1.31%)
(As of 12:32 PM ET)

Institutional Ownership Changes (13F Filings) for HSBC (NYSE:HSBC)

Current
Institutional Ownership
Percentage
1.48%
Number of
Institutional Buyers
(last 12 months)
208
Total
Institutional Inflows
(last 12 months)
$219.27M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$195.78M
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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
7/20/2024 Nisa Investment Advisors LLC1,826$79K0.0%+410.1%0.000%
7/19/2024 Raymond James & Associates361,416$15.72M0.0%+2.6%0.010%
7/18/2024 Raelipskie Partnership31,086$1.35M0.7%-4.9%0.001%
7/18/2024 Blue Trust Inc.8,344$363K0.0%+1,331.2%0.000%
7/18/2024 Old Port Advisors65,465$2.85M0.9%-2.0%0.002%
7/18/2024 Miracle Mile Advisors LLC24,782$1.08M0.0%-1.6%0.001%
7/18/2024 Cordatus Wealth Management LLC11,603$505K0.2%N/A0.000%
7/17/2024 Mcdonald Partners LLC20,726$902K0.2%+6.2%0.001%
7/17/2024 180 Wealth Advisors LLC6,036$262K0.0%+5.9%0.000%
7/16/2024 Envestnet Portfolio Solutions Inc.19,079$830K0.0%+29.4%0.001%
7/16/2024 Wealth Enhancement Advisory Services LLC21,132$919K0.0%+3.6%0.001%
7/16/2024 Traveka Wealth LLC8,251$359K0.2%+21.1%0.000%
7/16/2024 Wedmont Private Capital6,949$304K0.0%+40.6%0.000%
7/15/2024Dynamic Advisor Solutions LLC11,717$510K0.0%+34.1%0.000%
7/12/2024 Mitchell & Pahl Private Wealth LLC21,943$955K0.5%-1.1%0.001%
7/12/2024 Ignite Planners LLC17,202$747K0.2%-5.3%0.000%
7/12/2024 QRG Capital Management Inc.302,994$13.18M0.2%+19.0%0.008%
7/11/2024 Clarius Group LLC14,572$634K0.0%-15.3%0.000%
7/11/2024 Foresight Capital Management Advisors Inc.27,183$1.18M0.8%+3.3%0.001%
7/10/2024 Richard P Slaughter Associates Inc38,245$1.66M0.4%+4.4%0.001%
7/10/2024 Aprio Wealth Management LLC8,482$369K0.1%+56.6%0.000%
7/10/2024 Linden Thomas Advisory Services LLC6,837$297K0.0%+19.2%0.000%
7/10/2024 Five Oceans Advisors9,572$416K0.2%+20.3%0.000%
7/10/2024 CWM LLC158,986$6.92M0.0%-5.1%0.004%
7/9/2024 Park Avenue Securities LLC32,832$1.43M0.0%+16.9%0.001%
7/2/2024 GAMMA Investing LLC4,715$205K0.0%+36.0%0.000%
6/26/2024 Old Port Advisors66,785$2.63M0.8%-1.0%0.002%
6/11/2024EverSource Wealth Advisors LLC1,712$75K0.0%+108.0%0.000%
5/23/2024 Raelipskie Partnership32,686$1.29M0.7%+3.6%0.001%
5/22/2024Orleans Capital Management Corp LA29,105$1.15M0.8%+9.0%0.001%
5/20/2024Virtu Financial LLC20,927$824K0.1%-33.7%0.001%
5/16/2024B. Riley Wealth Advisors Inc.6,960$275K0.0%N/A0.000%
5/15/2024Earnest Partners LLC44,330$1.75M0.0%-0.5%0.001%
5/15/2024SVB Wealth LLC11,867$467K0.0%-5.5%0.000%
5/15/2024Lazard Asset Management LLC39,982$1.57M0.0%-98.2%0.001%
5/14/2024JT Stratford LLC8,665$341K0.1%-86.2%0.000%
5/14/2024Stamos Capital Partners L.P.125,970$4.96M1.1%+884.1%0.003%
5/14/2024Advisors Asset Management Inc.24,866$979K0.0%+38.8%0.001%
5/14/2024LGT Group Foundation30,805$1.21M0.0%+1.6%0.001%
5/14/2024GQG Partners LLC75,367$2.97M0.0%-46.8%0.002%
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5/14/2024Pitcairn Co.14,415$567K0.0%N/A0.000%
5/14/2024Lake Street Advisors Group LLC28,367$1.16M0.1%+4.5%0.001%
5/13/2024Safeguard Investment Advisory Group LLC5,772$227K0.1%-5.1%0.000%
5/13/2024Seven Eight Capital LP18,239$718K0.1%+243.2%0.000%
5/13/2024Promethos Capital LLC163,232$6.43M3.8%+7.3%0.004%
5/13/2024O Shaughnessy Asset Management LLC176,352$6.94M0.1%+28.7%0.005%
5/10/2024Acadian Asset Management LLC15,450$608K0.0%N/A0.000%
5/9/2024RFP Financial Group LLC1,031$41K0.0%+126.1%0.000%
5/9/2024Dorsey & Whitney Trust CO LLC23,165$912K0.1%-2.8%0.001%
5/9/2024 Leo Wealth LLC16,816$662K0.1%+9.9%0.000%
5/9/2024Orion Portfolio Solutions LLC34,084$1.34M0.0%-64.8%0.001%
5/9/2024SageView Advisory Group LLC12,592$496K0.0%N/A0.000%
5/8/2024Cozad Asset Management Inc.11,600$457K0.0%+58.9%0.000%
5/8/2024Bleakley Financial Group LLC6,069$239K0.0%-5.5%0.000%
5/8/2024US Bancorp DE92,562$3.64M0.0%-3.0%0.002%
5/8/2024Russell Investments Group Ltd.18,188$716K0.0%-4.1%0.000%
5/8/2024 QRG Capital Management Inc.254,628$10.02M0.1%+1.2%0.007%
5/8/2024Headlands Technologies LLC2,199$87K0.0%N/A0.000%
5/8/2024Thoroughbred Financial Services LLC35,206$1.39M0.1%-5.5%0.001%
5/7/2024Sei Investments Co.112,970$4.45M0.0%+2.4%0.003%
5/7/2024Atomi Financial Group Inc.16,421$646K0.1%+9.5%0.000%
5/7/2024Susquehanna International Securities Ltd.112,583$4.43M1.8%+285.8%0.003%
5/6/2024Quantbot Technologies LP30,402$1.20M0.1%-73.5%0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.14,742$580K0.0%-19.3%0.000%
5/6/2024Gallacher Capital Management LLC8,501$335K0.2%+8.1%0.000%
5/4/2024Lester Murray Antman dba SimplyRich6,507$257K0.1%+5.7%0.000%
5/3/2024Signaturefd LLC44,851$1.77M0.0%+7.5%0.001%
5/3/2024Whittier Trust Co.641$25K0.0%-54.6%0.000%
5/2/2024PDS Planning Inc13,335$525K0.1%+2.4%0.000%
5/1/2024Janney Montgomery Scott LLC56,056$2.21M0.0%-22.7%0.001%
5/1/2024BNP Paribas Financial Markets682$27K0.0%-64.3%0.000%
5/1/2024Mission Wealth Management LP6,311$248K0.0%+21.5%0.000%
5/1/2024SeaBridge Investment Advisors LLC17,325$682K0.2%-11.0%0.000%
4/30/2024Private Advisor Group LLC25,749$1.01M0.0%-48.6%0.001%
4/30/2024Norden Group LLC5,368$211K0.0%N/A0.000%
4/30/2024Caprock Group LLC19,289$789K0.0%+74.9%0.001%
4/30/2024Allspring Global Investments Holdings LLC10,343$407K0.0%+317.6%0.000%
4/29/2024Commonwealth Equity Services LLC49,736$1.96M0.0%+8.8%0.001%
4/29/2024Greenleaf Trust9,916$390K0.0%-7.0%0.000%
4/29/2024Benjamin F. Edwards & Company Inc.677$27K0.0%-28.0%0.000%
4/29/2024Meritage Portfolio Management237,569$9.35M0.6%-4.1%0.006%
4/27/2024 Caas Capital Management LP18,193$716K0.1%+81.9%0.000%
4/26/2024Yousif Capital Management LLC66,108$2.60M0.0%-3.2%0.002%
4/26/2024 Mitchell & Pahl Private Wealth LLC22,185$873K0.5%+5.2%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.9,101$358K0.0%N/A0.000%
4/26/2024Checchi Capital Advisers LLC22,845$899K0.1%+6.7%0.001%
4/25/2024Lindbrook Capital LLC8,817$347K0.0%+5.3%0.000%
4/25/2024Aaron Wealth Advisors LLC14,398$567K0.1%+179.8%0.000%
4/24/2024Simplicity Wealth LLC6,069$239K0.0%N/A0.000%
4/24/2024Spire Wealth Management1,270$50K0.0%+40.6%0.000%
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4/23/2024 BSW Wealth Partners11,838$466K0.1%+75.5%0.000%
4/23/2024Global Retirement Partners LLC10,807$425K0.0%-7.3%0.000%
4/23/2024Cookson Peirce & Co. Inc.603,392$23.75M1.3%-1.0%0.016%
4/23/2024Nations Financial Group Inc. IA ADV9,562$376K0.0%+25.6%0.000%
4/23/2024 Gradient Investments LLC11,004$433K0.0%-4.6%0.000%
4/22/2024 Raymond James & Associates352,093$13.86M0.0%+3.6%0.009%
4/19/2024 Insight Folios Inc116,598$4.59M1.9%N/A0.003%
4/19/2024First Trust Direct Indexing L.P.47,190$1.86M0.1%-14.2%0.001%
4/19/2024Norden Group LLC5,368$211K0.0%N/A0.000%
4/19/2024Sivia Capital Partners LLC7,250$285K0.2%-10.3%0.000%
(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, 337 institutional investors and hedge funds held shares of HSBC. The most heavily invested institutionals were Dimensional Fund Advisors LP ($471.13M), Morgan Stanley ($330.47M), Northern Trust Corp ($72.15M), Renaissance Technologies LLC ($66.80M), Citigroup Inc. ($57.89M), JPMorgan Chase & Co. ($48.07M), and Credit Suisse AG ($45.25M).Learn more on HSBC's institutional investors.

What percentage of HSBC stock is owned by institutional investors?

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

Which institutional investors have been buying HSBC stock?

Of the 295 institutional investors that purchased HSBC stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of Montreal Can ($1.91M), Dimensional Fund Advisors LP ($1.47M), Grantham Mayo Van Otterloo & Co. LLC ($677.48K), Cookson Peirce & Co. Inc. ($618.85K), OLD Mission Capital LLC ($570.94K), Envestnet Asset Management Inc. ($549.86K), and Natixis Advisors L.P. ($545.52K).

How much institutional buying is happening at HSBC?

Institutional investors have bought a total of 14,402,330 shares in the last 24 months. This purchase volume represents approximately $499.96M in transactions.

Which HSBC major shareholders have been selling company stock?

Of the 164 institutional investors that sold HSBC stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lazard Asset Management LLC ($3.72M), Bank of Montreal Can ($1.47M), Renaissance Technologies LLC ($882.18K), Russell Investments Group Ltd. ($280.66K), Royal Bank of Canada ($203.82K), Private Advisor Group LLC ($144.65K), and Credit Suisse AG ($134.15K).

How much institutional selling is happening at HSBC?

Institutional investors have sold a total of 8,803,844 shares in the last 24 months. This volume of shares sold represents approximately $304.64M in transactions.


This page (NYSE:HSBC) was last updated on 7/22/2024 by MarketBeat.com Staff

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