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HSBC (HSBC) Institutional Ownership

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$89.64 +0.56 (+0.62%)
Closing price 11/13/2026 03:59 PM Eastern
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$89.44 -0.20 (-0.22%)
As of 11/13/2026 07:57 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)
364
Total
Institutional Inflows
(last 12 months)
$607.89M
Number of
Institutional Sellers
(last 12 months)
161
Total
Institutional Outflows
(last 12 months)
$309.48M
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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
11/14/2026Octavia Wealth Advisors LLC2,217$220K0.0%N/A0.000%
11/14/2026Marshall Wace LLP3,900$387K0.0%N/A0.000%
11/13/2026Empowered Funds LLC12,036$1.20M0.0%N/A0.000%
11/13/2026Steward Partners Investment Advisory LLC22,332$2.22M0.0%+9.4%0.001%
11/13/2026Insigneo Advisory Services LLC2,378$236K0.0%-5.0%0.000%
11/13/2026Wealth Alliance LLC5,770$573K0.0%-4.4%0.000%
11/13/2026Bleakley Financial Group LLC26,582$2.64M0.0%+63.8%0.001%
11/12/2026 Benjamin Edwards Inc.6,016$597K0.0%+1.9%0.000%
11/12/2026 First Trust Advisors LP382,191$37.96M0.0%-3.9%0.011%
11/12/2026 Texas Yale Capital Corp.16,700$1.66M0.0%+297.6%0.000%
11/12/2026 State Street Corp14,561$1.45M0.0%-50.7%0.000%
11/11/2026 Mayflower Financial Advisors LLC3,360$334K0.0%+7.0%0.000%
11/11/2026 Advisors Asset Management Inc.50,672$5.03M0.0%N/A0.001%
11/11/2026 Private Advisor Group LLC17,405$1.73M0.0%+121.3%0.001%
11/11/2026 Ieq Capital LLC59,786$5.94M0.0%+19.6%0.002%
11/11/2026 Focus Advisor Solutions LLC9,893$982K0.0%+78.4%0.000%
11/11/2026 Checchi Capital Advisers LLC25,569$2.54M0.1%-0.9%0.001%
11/11/2026 Independent Advisor Alliance12,227$1.16M0.0%+21.7%0.000%
11/10/2026 OneAscent Family Office LLC9,914$985K0.4%+48.8%0.000%
11/10/2026 Global Retirement Partners LLC23,120$2.30M0.0%+12.3%0.001%
11/10/2026 Cibc World Market Inc.108,190$10.74M0.0%+104.5%0.003%
11/10/2026 HighTower Advisors LLC257,912$25.61M0.0%+2.4%0.008%
11/9/2026 West Family Investments Inc.12,426$1.23M0.3%+1.5%0.000%
11/9/2026 Bessemer Group Inc.2,923$290K0.0%-92.7%0.000%
11/9/2026 Hantz Financial Services Inc.72,530$7.20M0.1%+5.7%0.002%
11/9/2026 Optas LLC9,874$981K0.1%+5.1%0.000%
11/9/2026 Drive Wealth Management LLC8,315$826K0.1%-12.7%0.000%
11/7/2026 Purkiss Capital Advisors LLC6,153$611K0.2%-5.4%0.000%
11/6/2026 William Blair Investment Management LLC3,524$350K0.0%N/A0.000%
11/6/2026 Russell Investments Group Ltd.177,893$17.67M0.0%+54.2%0.005%
11/6/2026 Everest Financial Group LLC11,936$1.19M0.1%-1.1%0.000%
11/6/2026 Fifth Third Bancorp2,333$232K0.0%+27.3%0.000%
11/5/2026 Ritholtz Wealth Management194,611$19.33M0.3%+3.0%0.006%
11/5/2026 First Command Advisory Services Inc.10,754$1.07M0.0%+204.0%0.000%
11/5/2026 Prospect Financial Group LLC2,568$255K0.2%-22.0%0.000%
11/5/2026 Lido Advisors LLC11,329$1.13M0.0%+12.7%0.000%
11/5/2026 Keybank National Association OH52,292$5.19M0.0%+2.0%0.002%
11/4/2026 Gryphon Financial Partners LLC14,365$1.43M0.1%+3.9%0.000%
11/4/2026 AlphaCore Capital LLC2,550$253K0.0%N/A0.000%
11/4/2026 Allspring Global Investments Holdings LLC46,357$4.43M0.0%+9.6%0.001%
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11/4/2026 Euro Pacific Asset Management LLC4,115$409K0.0%N/A0.000%
11/4/2026 Brighton Jones LLC6,569$652K0.0%+7.5%0.000%
11/3/2026 Ethic Inc.191,715$19.04M0.2%+9.9%0.006%
11/3/2026 Prudent Man Investment Management Inc.321$32K0.0%N/A0.000%
11/3/2026 May Hill Capital LLC14,079$1.40M0.3%+3.5%0.000%
11/3/2026 Ashton Thomas Private Wealth LLC5,087$505K0.0%+3.1%0.000%
11/3/2026 Heritage Family Offices LLP375$37K0.0%N/A0.000%
11/3/2026 Sanders Capital LLC1,844,107$183.14M0.2%-29.9%0.054%
11/2/2026 Pekin Hardy Strauss Inc.25,521$2.53M0.2%-5.2%0.001%
11/2/2026 Kestra Advisory Services LLC9,965$990K0.0%+92.2%0.000%
11/2/2026 Commonwealth Equity Services LLC24,996$2.48M0.0%-4.5%0.001%
10/31/2026 Ascent Group LLC14,246$1.42M0.0%+4.4%0.000%
10/31/2026 JCIC Asset Management Inc.2,276$226K0.1%-11.3%0.000%
10/30/2026 Pzena Investment Management LLC25,603$2.54M0.0%+8.7%0.001%
10/30/2026 Provenance Wealth Advisors LLC1,863$185K0.0%N/A0.000%
10/30/2026 Gallacher Capital Management LLC4,447$442K0.4%-34.4%0.000%
10/30/2026 Summit Wealth Group LLC Co.2,667$265K0.0%+15.7%0.000%
10/29/2026 Bank Julius Baer & Co. Ltd Zurich12,412$1.23M0.0%N/A0.000%
10/29/2026 Greenleaf Trust15,017$1.49M0.0%-13.1%0.000%
10/29/2026 Profund Advisors LLC15,890$1.58M0.0%+12.1%0.000%
10/29/2026 Vise Technologies Inc.75,509$7.50M0.1%+17.0%0.002%
10/29/2026 Summit Global Investments7,629$758K0.0%+4.2%0.000%
10/29/2026 MGO One Seven LLC32,373$3.22M0.1%+1.8%0.001%
10/29/2026 Americana Partners LLC75,677$7.52M0.2%+0.5%0.002%
10/29/2026 Aprio Wealth Management LLC22,228$2.21M0.1%+1.6%0.001%
10/29/2026 Avestar Capital LLC2,821$280K0.0%-84.5%0.000%
10/28/2026 Partners Wealth Management LLC4,050$402K0.0%+28.6%0.000%
10/28/2026 Soltis Investment Advisors LLC16,770$1.67M0.1%+6.7%0.000%
10/28/2026 Founders Financial Securities LLC14,388$1.43M0.1%-3.8%0.000%
10/28/2026 Choreo LLC28,816$2.86M0.0%-0.7%0.001%
10/28/2026 Sage Rhino Capital LLC12,092$1.20M0.2%-3.6%0.000%
10/28/2026 VestGen Advisors LLC3,294$327K0.0%+22.5%0.000%
10/27/2026 Foresight Capital Management Advisors Inc.37,370$3.71M1.8%+98.2%0.001%
10/27/2026 SYM FINANCIAL Corp6,484$644K0.0%+5.7%0.000%
10/26/2026 Oppenheimer & Co. Inc.21,512$2.14M0.0%-2.0%0.001%
10/26/2026 Park Avenue Securities LLC41,684$4.14M0.0%-0.5%0.001%
10/26/2026 Westover Capital Advisors LLC9,776$971K0.2%+5.0%0.000%
10/26/2026 Larry Mathis Financial Planning LLC7,956$790K0.7%-6.5%0.000%
10/24/2026 Apollon Wealth Management LLC2,655$264K0.0%+10.9%0.000%
10/23/2026 Brucke Financial Inc.3,947$392K0.2%-17.4%0.000%
10/23/2026 Simplicity Wealth LLC4,488$446K0.0%+13.5%0.000%
10/23/2026 Sowell Financial Services LLC32,213$3.20M0.1%-1.3%0.001%
10/23/2026 Evergreen Capital Management LLC28,769$2.86M0.0%+13.6%0.001%
10/23/2026 Gibbs Wealth Management6,351$631K0.1%+21.4%0.000%
10/23/2026 West Financial Advisors LLC739$73K0.0%N/A0.000%
10/23/2026 Wedbush Securities Inc.22,941$2.28M0.1%-14.3%0.001%
10/23/2026 XXI Wealth LLC6,500$646K0.2%+7.2%0.000%
10/22/2026 Seven Mile Advisory5,070$504K0.3%-2.4%0.000%
10/22/2026 Brookstone Capital Management3,444$342K0.0%N/A0.000%
10/22/2026 Carter Financial Group INC.6,632$659K0.3%+39.7%0.000%
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10/22/2026 SBI Securities Co. Ltd.18,382$1.83M0.0%+5.1%0.001%
10/21/2026 Axxcess Wealth Management LLC3,684$366K0.0%N/A0.000%
10/21/2026 Crossmark Global Holdings Inc.418,296$41.54M0.5%-3.5%0.012%
10/21/2026 Sowell Financial Services LLC32,213$3.20M0.1%-1.3%0.001%
10/21/2026 QP Wealth Management LLC3,810$378K0.6%N/A0.000%
10/21/2026 Quadrant Capital Group LLC26,794$2.54M0.1%-1.1%0.001%
10/21/2026 Integrated Advisors Network LLC3,862$384K0.0%+6.1%0.000%
10/21/2026 Diversify Advisory Services LLC6,405$605K0.0%+9.3%0.000%
10/20/2026 South Shore Capital Advisors9,425$936K0.6%+10.2%0.000%
10/20/2026 55 North Private Wealth LLC8,910$885K0.2%+1.3%0.000%


HSBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 605 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), Bank of America Corp DE ($196.81M), and Sanders Capital LLC ($183.14M).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 557 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: Fisher Asset Management LLC ($2.19M), Contrarian Capital Management L.L.C. ($1.27M), Northern Trust Corp ($1.18M), Morgan Stanley ($993.47K), Northwestern Mutual Wealth Management Co. ($871.08K), Raymond James Financial Inc. ($841.49K), and Clearbridge Investments LLC ($627.86K).

Institutional investors have bought a total of 7,531,144 shares in the last 24 months. This purchase volume represents approximately $607.89M in transactions.

Of the 159 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: Sanders Capital LLC ($788.32K), Dimensional Fund Advisors LP ($603.42K), Renaissance Technologies LLC ($384.30K), Goldman Sachs Group Inc. ($315.30K), JPMorgan Chase & Co. ($184.69K), Qube Research & Technologies Ltd ($137.65K), and M&T Bank Corp ($102.71K).

Institutional investors have sold a total of 3,693,913 shares in the last 24 months. This volume of shares sold represents approximately $309.48M 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 11/14/2026. New 13F filings are added each quarter as they're published.
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