HSBC Ownership 2024 | Who Owns HSBC Now?
Institutional Ownership
0.57%
Institutional Holders
244.00
HSBC Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 0.30% | 0.13% | 11,159,796 | -244,267 | -2.14% | 485,451,127 | Jun 30, 2024 |
| MORGAN STANLEY | 0.17% | 0.02% | 6,450,529 | 296,570 | 4.82% | 280,598,109 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.15% | 0.04% | 5,753,147 | 350,876 | 6.50% | 250,261,910 | Jun 30, 2024 |
| SANDERS CAPITAL, LLC | 0.08% | 0.20% | 2,986,670 | -140 | -0.00% | 129,920,145 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.08% | 0.01% | 2,819,805 | -779,537 | -21.66% | 122,661,537 | Jun 30, 2024 |
| GROUPAMA ASSET MANAGMENT | 0.07% | 0.29% | 2,451,392 | 558,799 | 29.53% | 21,192,385 | Jun 30, 2024 |
| BLACKROCK INC. | 0.06% | 0.00% | 2,414,992 | 272,119 | 12.70% | 105,052,154 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.05% | 0.01% | 1,903,966 | -6,587 | -0.34% | 82,822,522,000 | Jun 30, 2024 |
| FMR LLC | 0.05% | 0.00% | 1,692,446 | 917,206 | 118.31% | 73,621,384 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.03% | 0.09% | 1,087,712 | 1,017,761 | 1454.96% | 47,315,472 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.02% | 0.01% | 883,615 | 9,002 | 1.03% | 38,438,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.02% | 0.02% | 850,842 | 37,781 | 4.65% | 37,011,627 | Jun 30, 2024 |
| COOKSON PEIRCE & CO INC | 0.02% | 1.46% | 697,371 | 93,979 | 15.58% | 30,335,636 | Jun 30, 2024 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 0.01% | 0.07% | 494,150 | -510,224 | -50.80% | 21,495,525 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.01% | 0.01% | 465,922 | 5,218 | 1.13% | 20,267,623 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.01% | 0.03% | 449,365 | -95,778 | -17.57% | 19,547,378 | Jun 30, 2024 |
| CROSSMARK GLOBAL HOLDINGS, INC. | 0.01% | 0.36% | 432,606 | -6,713 | -1.53% | 18,819,000 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% | 0.01% | 431,427 | -73,710 | -14.59% | 18,767,076 | Jun 30, 2024 |
| NATIXIS ADVISORS, L.P. | 0.01% | 0.04% | 413,789 | 74,980 | 22.13% | 18,000,000 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.01% | 0.01% | 361,416 | 9,323 | 2.65% | 15,721,607 | Jun 30, 2024 |
HSBC's largest institutional shareholder is DIMENSIONAL FUND ADVISORS LP, holding 0.30% of the company's total share outstanding, currently valued at $485.45M. The top 10 institutional shareholders own together 1.04% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PROMETHOS CAPITAL, LLC | 0.00% | 2.70% | 163,598 | 366 | 0.22% | 7,128,268 | Jun 30, 2024 |
| INSIGHT FOLIOS INC | 0.00% | 2.17% | 121,533 | 4,935 | 4.23% | 5,286,686 | Jun 30, 2024 |
| MANATUCK HILL PARTNERS, LLC | 0.00% | 1.95% | 107,448 | - | - | 4,673,991 | Jun 30, 2024 |
| COOKSON PEIRCE & CO INC | 0.02% | 1.46% | 697,371 | 93,979 | 15.58% | 30,335,636 | Jun 30, 2024 |
| ATIVO CAPITAL MANAGEMENT LLC | 0.00% | 1.30% | 28,843 | -202 | -0.70% | 1,254,676 | Jun 30, 2024 |
| STAMOS CAPITAL PARTNERS, L.P. | 0.00% | 1.06% | 115,200 | -10,770 | -8.55% | 5,011,200 | Jun 30, 2024 |
| RAMIREZ ASSET MANAGEMENT, INC. | 0.00% | 1.02% | 115,024 | -6,229 | -5.14% | 5,003,525 | Jun 30, 2024 |
| OLD PORT ADVISORS | 0.00% | 0.85% | 65,465 | -1,320 | -1.98% | 2,847,721 | Jun 30, 2024 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 0.00% | 0.80% | 27,183 | 880 | 3.35% | 1,182,000 | Jun 30, 2024 |
| WEST FAMILY INVESTMENTS, INC. | 0.00% | 0.76% | 58,153 | 1,169 | 2.05% | 2,529,656 | Jun 30, 2024 |
| RAELIPSKIE PARTNERSHIP | 0.00% | 0.72% | 31,086 | -1,600 | -4.90% | 1,352,241 | Jun 30, 2024 |
| AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC | 0.00% | 0.68% | 166,918 | - | - | 7,260,933 | Jun 30, 2024 |
| MERITAGE PORTFOLIO MANAGEMENT | 0.01% | 0.64% | 234,196 | -3,373 | -1.42% | 10,188,000 | Jun 30, 2024 |
| NAVITER WEALTH, LLC | 0.00% | 0.59% | 90,808 | 4,404 | 5.10% | 3,950,148 | Jun 30, 2024 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 0.00% | 0.50% | 21,943 | -242 | -1.09% | 954,538 | Jun 30, 2024 |
| SONOMA PRIVATE WEALTH LLC | 0.00% | 0.45% | 6,432 | 136 | 2.16% | 279,792 | Jun 30, 2024 |
| RICHARD P SLAUGHTER ASSOCIATES INC | 0.00% | 0.39% | 38,245 | 1,614 | 4.41% | 1,663,658 | Jun 30, 2024 |
| KARPAS STRATEGIES, LLC | 0.00% | 0.37% | 27,200 | - | - | 1,183,200 | Jun 30, 2024 |
| CROSSMARK GLOBAL HOLDINGS, INC. | 0.01% | 0.36% | 432,606 | -6,713 | -1.53% | 18,819,000 | Jun 30, 2024 |
| GROUPAMA ASSET MANAGMENT | 0.07% | 0.29% | 2,451,392 | 558,799 | 29.53% | 21,192,385 | Jun 30, 2024 |
The largest HSBC shareholder by % of total assets is PROMETHOS CAPITAL, LLC. The company owns 163.60K shares of HSBC (HSBC), representing 2.70% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NOMURA HOLDINGS INC | 0.03% | 0.09% | 1,087,712 | 1,017,761 | 1454.96% | 47,315,472 | Jun 30, 2024 |
| FMR LLC | 0.05% | 0.00% | 1,692,446 | 917,206 | 118.31% | 73,621,384 | Jun 30, 2024 |
| GROUPAMA ASSET MANAGMENT | 0.07% | 0.29% | 2,451,392 | 558,799 | 29.53% | 21,192,385 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.15% | 0.04% | 5,753,147 | 350,876 | 6.50% | 250,261,910 | Jun 30, 2024 |
| MORGAN STANLEY | 0.17% | 0.02% | 6,450,529 | 296,570 | 4.82% | 280,598,109 | Jun 30, 2024 |
| BLACKROCK INC. | 0.06% | 0.00% | 2,414,992 | 272,119 | 12.70% | 105,052,154 | Jun 30, 2024 |
| GFS ADVISORS, LLC | 0.01% | 0.00% | 205,905 | 205,905 | 100.00% | 23,000 | Jun 30, 2024 |
| QUANTINNO CAPITAL MANAGEMENT LP | 0.01% | 0.15% | 191,784 | 107,118 | 126.52% | 8,342,619 | Jun 30, 2024 |
| COOKSON PEIRCE & CO INC | 0.02% | 1.46% | 697,371 | 93,979 | 15.58% | 30,335,636 | Jun 30, 2024 |
| NATIXIS ADVISORS, L.P. | 0.01% | 0.04% | 413,789 | 74,980 | 22.13% | 18,000,000 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.01% | 0.11% | 242,286 | 65,934 | 37.39% | 10,539,441 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.18% | 59,549 | 59,549 | 100.00% | 2,590,382 | Jun 30, 2024 |
| QRG CAPITAL MANAGEMENT, INC. | 0.01% | 0.16% | 302,994 | 48,366 | 18.99% | 13,180,217 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.01% | 0.00% | 188,253 | 47,586 | 33.83% | 8,189,006 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.00% | 0.01% | 61,003 | 45,553 | 294.84% | 2,653,000 | Jun 30, 2024 |
| US BANCORP \DE\ | 0.00% | 0.01% | 131,680 | 39,118 | 42.26% | 5,728,085 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.00% | 0.00% | 98,662 | 38,542 | 64.11% | 4,291,990 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.02% | 0.02% | 850,842 | 37,781 | 4.65% | 37,011,627 | Jun 30, 2024 |
| FLOW TRADERS U.S. LLC | 0.00% | 0.07% | 30,719 | 30,719 | 100.00% | 1,336,000 | Jun 30, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | 0.00% | 0.15% | 101,449 | 29,637 | 41.27% | 4,413,036 | Jun 30, 2024 |
As of Jun 30 2024, HSBC's largest institutional buyer is NOMURA HOLDINGS INC. The company purchased 1.02M stocks of HSBC, valued at $47.32M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 0.08% | 0.01% | 2,819,805 | -779,537 | -21.66% | 122,661,537 | Jun 30, 2024 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 0.01% | 0.07% | 494,150 | -510,224 | -50.80% | 21,495,525 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | 100 | -421,600 | -99.98% | 4,350 | Jun 30, 2024 |
| WALLEYE TRADING LLC | 0.01% | 0.02% | 231,600 | -354,600 | -60.49% | 10,074,600 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.30% | 0.13% | 11,159,796 | -244,267 | -2.14% | 485,451,127 | Jun 30, 2024 |
| WALLEYE TRADING LLC | 0.00% | 0.01% | 127,600 | -226,500 | -63.97% | 5,550,600 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 43,800 | -194,100 | -81.59% | 1,905,300 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.01% | 169,500 | -170,500 | -50.15% | 7,373,250 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -152,500 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | 0.01% | 131,677 | -149,561 | -53.18% | 5,727,950 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.01% | 0.00% | 187,124 | -104,670 | -35.87% | 8,139,894 | Jun 30, 2024 |
| SUSQUEHANNA INTERNATIONAL SECURITIES, LTD. | 0.00% | 0.14% | 13,654 | -98,929 | -87.87% | 593,949 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.01% | 0.03% | 449,365 | -95,778 | -17.57% | 19,547,378 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -92,937 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.00% | 0.01% | 47,200 | -84,300 | -64.11% | 2,053,200 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% | 0.01% | 431,427 | -73,710 | -14.59% | 18,767,076 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.00% | 0.00% | 76,425 | -64,576 | -45.80% | 3,352,001 | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -62,926 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.00% | 0.15% | 64,999 | -61,325 | -48.55% | 2,827,457 | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -47,000 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, HSBC's biggest institutional seller is BANK OF AMERICA CORP /DE/. The company sold -0.78M shares of HSBC, valued at $122.66M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GFS ADVISORS, LLC | 0.01% | 0.00% | 205,905 | 205,905 | 100.00% | 23,000 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.18% | 59,549 | 59,549 | 100.00% | 2,590,382 | Jun 30, 2024 |
| FLOW TRADERS U.S. LLC | 0.00% | 0.07% | 30,719 | 30,719 | 100.00% | 1,336,000 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.01% | 19,686 | 19,686 | 100.00% | 861,697 | Jun 30, 2024 |
| FORA CAPITAL, LLC | 0.00% | 0.08% | 14,762 | 14,762 | 100.00% | 642,147 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.00% | 0.01% | 13,614 | 13,614 | 100.00% | 592,209 | Jun 30, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.03% | 13,165 | 13,165 | 100.00% | 572,678 | Jun 30, 2024 |
| CABLE HILL PARTNERS, LLC | 0.00% | 0.06% | 12,669 | 12,669 | 100.00% | 551,102 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.00% | 0.00% | 12,152 | 12,152 | 100.00% | 528,606 | Jun 30, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP LTD. | 0.00% | 0.13% | 11,994 | 11,994 | 100.00% | 521,739 | Jun 30, 2024 |
| CORDATUS WEALTH MANAGEMENT LLC | 0.00% | 0.19% | 11,603 | 11,603 | 100.00% | 505,000 | Jun 30, 2024 |
| BELVEDERE TRADING LLC | 0.00% | 0.00% | 10,800 | 10,800 | 100.00% | 481,140 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.00% | 0.01% | 10,731 | 10,731 | 100.00% | 466,803 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.00% | 0.00% | 10,100 | 10,100 | 100.00% | 439,350 | Jun 30, 2024 |
| ALERA INVESTMENT ADVISORS, LLC | 0.00% | 0.04% | 8,045 | 8,045 | 100.00% | 349,959 | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.00% | 0.00% | 7,262 | 7,262 | 100.00% | 316,000 | Jun 30, 2024 |
| LIDO ADVISORS, LLC | 0.00% | 0.00% | 7,144 | 7,144 | 100.00% | 310,776 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.00% | 0.00% | 6,991 | 6,991 | 100.00% | 304,109 | Jun 30, 2024 |
| 0.00% | 0.18% | 6,967 | 6,967 | 100.00% | 303,065 | Jun 30, 2024 | |
| SUMMIT TRAIL ADVISORS, LLC | 0.00% | 0.01% | 6,795 | 6,795 | 100.00% | 295,568 | Jun 30, 2024 |
| MOORS & CABOT, INC. | 0.00% | 0.01% | 6,497 | 6,497 | 100.00% | 282,606 | Jun 30, 2024 |
| WESTOVER CAPITAL ADVISORS, LLC | 0.00% | 0.07% | 6,200 | 6,200 | 100.00% | 269,700 | Jun 30, 2024 |
| KATHMERE CAPITAL MANAGEMENT, LLC | 0.00% | 0.03% | 5,978 | 5,978 | 100.00% | 260,043 | Jun 30, 2024 |
| CALLAN CAPITAL, LLC | 0.00% | 0.02% | 5,633 | 5,633 | 100.00% | 245,036 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.00% | 0.01% | 5,601 | 5,601 | 100.00% | 243,643 | Jun 30, 2024 |
| CATALINA CAPITAL GROUP, LLC | 0.00% | 0.09% | 5,432 | 5,432 | 100.00% | 236,307 | Jun 30, 2024 |
| BROWN ADVISORY INC | 0.00% | 0.00% | 5,223 | 5,223 | 100.00% | 227,200 | Jun 30, 2024 |
| ANGELES INVESTMENT ADVISORS, LLC | 0.00% | 0.01% | 4,950 | 4,950 | 100.00% | 215,325 | Jun 30, 2024 |
| MERIT FINANCIAL GROUP, LLC | 0.00% | 0.00% | 4,946 | 4,946 | 100.00% | 215,151 | Jun 30, 2024 |
| PERIGON WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 4,768 | 4,768 | 100.00% | 207,389 | Jun 30, 2024 |
| SEVEN MILE ADVISORY | 0.00% | 0.15% | 4,742 | 4,742 | 100.00% | 206,277 | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.00% | 0.01% | 4,735 | 4,735 | 100.00% | 205,973 | Jun 30, 2024 |
| GITTERMAN WEALTH MANAGEMENT, LLC | 0.00% | 0.08% | 4,699 | 4,699 | 100.00% | 204,364 | Jun 30, 2024 |
| CANOPY PARTNERS, LLC | 0.00% | 0.09% | 4,623 | 4,623 | 100.00% | 201,101 | Jun 30, 2024 |
| BELVEDERE TRADING LLC | 0.00% | 0.00% | 3,100 | 3,100 | 100.00% | 138,105 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | - | 0.02% | 1,074 | 1,074 | 100.00% | 46,735 | Jun 30, 2024 |
| FAMILY FIRM, INC. | - | 0.01% | 833 | 833 | 100.00% | 36,236 | Jun 30, 2024 |
| ACCENT CAPITAL MANAGEMENT, LLC | - | 0.01% | 500 | 500 | 100.00% | 21,750 | Jun 30, 2024 |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | - | 0.00% | 195 | 195 | 100.00% | 8,483 | Jun 30, 2024 |
| SANDY SPRING BANK | - | 0.00% | 180 | 180 | 100.00% | 7,830 | Jun 30, 2024 |
| PRIVATE TRUST CO NA | - | 0.00% | 158 | 158 | 100.00% | 6,873 | Jun 30, 2024 |
| VENTURI WEALTH MANAGEMENT, LLC | - | 0.00% | 114 | 114 | 100.00% | 4,959 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | 0.00% | 81 | 81 | 100.00% | 3,524 | Jun 30, 2024 |
| ASPECT PARTNERS, LLC | - | 0.00% | 50 | 50 | 100.00% | 2,175 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 50 | 50 | 100.00% | 2,175 | Jun 30, 2024 |
| MENDOTA FINANCIAL GROUP, LLC | - | 0.00% | 49 | 49 | 100.00% | 2,132 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | 0.00% | 33 | 33 | 100.00% | 1,435 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | - | 0.00% | 21 | 21 | 100.00% | 914 | Jun 30, 2024 |
| NORTHWEST FINANCIAL ADVISORS | - | 0.00% | 18 | 18 | 100.00% | 783 | Jun 30, 2024 |
HSBC's largest new institutional shareholder by number of shares is GFS ADVISORS, LLC, purchased 205.91K shares, valued at $23.00K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | - | - | - | -152,500 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -92,937 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -62,926 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -47,000 | -100.00% | - | Jun 30, 2024 |
| LMR PARTNERS LLP | - | - | - | -44,716 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -35,899 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -31,000 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -30,402 | -100.00% | - | Jun 30, 2024 |
| MASON & ASSOCIATES, LLC | - | - | - | -26,303 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -18,239 | -100.00% | - | Jun 30, 2024 |
| STRATEGIC GLOBAL ADVISORS, LLC | - | - | - | -14,533 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -14,100 | -100.00% | - | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | - | - | - | -13,103 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -12,700 | -100.00% | - | Jun 30, 2024 |
| COZAD ASSET MANAGEMENT INC | - | - | - | -11,600 | -100.00% | - | Jun 30, 2024 |
| LEGACY CAPITAL GROUP CALIFORNIA, INC. | - | - | - | -10,248 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -10,129 | -100.00% | - | Jun 30, 2024 |
| VONTOBEL HOLDING LTD. | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| EQIS CAPITAL MANAGEMENT, INC. | - | - | - | -8,869 | -100.00% | - | Jun 30, 2024 |
| JT STRATFORD LLC | - | - | - | -8,665 | -100.00% | - | Jun 30, 2024 |
| MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | - | - | - | -6,724 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -6,513 | -100.00% | - | Jun 30, 2024 |
| CENTERSTONE INVESTORS, LLC | - | - | - | -6,375 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -6,206 | -100.00% | - | Jun 30, 2024 |
| KESTRA ADVISORY SERVICES, LLC | - | - | - | -6,167 | -100.00% | - | Jun 30, 2024 |
| OLD MISSION CAPITAL LLC | - | - | - | -5,553 | -100.00% | - | Jun 30, 2024 |
| WNY ASSET MANAGEMENT, LLC | - | - | - | -5,540 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -5,368 | -100.00% | - | Jun 30, 2024 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | - | - | - | -5,184 | -100.00% | - | Jun 30, 2024 |
| AVEO CAPITAL PARTNERS, LLC | - | - | - | -4,513 | -100.00% | - | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | - | - | - | -3,969 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -2,199 | -100.00% | - | Jun 30, 2024 |
| OLD POINT TRUST & FINANCIAL SERVICES N A | - | - | - | -250 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -175 | -100.00% | - | Jun 30, 2024 |
| EUKLES ASSET MANAGEMENT | - | - | - | -133 | -100.00% | - | Jun 30, 2024 |
| COREFIRST BANK & TRUST | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| AMUNDI | - | - | - | -99 | -100.00% | - | Jun 30, 2024 |
| PRIVATE OCEAN, LLC | - | - | - | -95 | -100.00% | - | Jun 30, 2024 |
| NEMES RUSH GROUP LLC | - | - | - | -76 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -57 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -56 | -100.00% | - | Jun 30, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | - | - | - | -25 | -100.00% | - | Jun 30, 2024 |
HSBC's largest sold out institutional shareholder by shares sold is MILLENNIUM MANAGEMENT LLC, sold -0.15M shares, valued at -, as of undefined.
HSBC Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Manager Directed Portfolios | 38.47% | 6,300,000 | - | - | Jan 31, 2024 |
| Manager Directed Portfolios | 36.70% | 6,010,000 | - | - | Jan 31, 2024 |
| Manager Directed Portfolios | 20.76% | 3,400,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 6.85% | 3,575,000 | - | - | Mar 31, 2024 |
| BNY MELLON ULTRA SHORT INCOME FUND | 6.72% | 3,000,000 | - | - | Nov 30, 2021 |
| Manager Directed Portfolios | 6.11% | 1,000,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 5.79% | 3,020,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 5.75% | 3,000,000 | - | - | Mar 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 5.48% | 2,807,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 5.08% | 2,650,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.26% | 1,700,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.26% | 1,700,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.78% | 1,450,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.64% | 1,375,000 | - | - | Mar 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 2.44% | 1,250,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.40% | 1,250,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.00% | 1,045,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.96% | 1,020,000 | - | - | Mar 31, 2024 |
| Collaborative Investment Series Trust | 1.92% | 300,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 1.64% | 25,100,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.53% | 800,000 | - | - | Mar 31, 2024 |
| BlackRock Private Investments Fund | 1.52% | 2,500,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND II | 1.49% | 6,500,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND III | 1.48% | 8,500,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND | 1.47% | 8,000,000 | - | - | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 1.46% | 1,200,000 | - | - | Dec 31, 2023 |
| UBS Series Funds | 1.41% | 6,062,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.36% | 708,000 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 1.33% | 1,100,000 | - | - | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 1.27% | 660,000 | - | - | Mar 31, 2024 |
| Tactical Investment Series Trust | 1.25% | 300,000 | - | - | Mar 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 1.07% | 9,100,000 | - | - | Jan 31, 2024 |
| Natixis ETF Trust | 1.01% | 205,000 | - | - | Mar 31, 2024 |
| Natixis ETF Trust | 0.98% | 200,000 | - | - | Mar 31, 2024 |
| Natixis ETF Trust | 0.98% | 200,000 | - | - | Mar 31, 2024 |
| UBS Series Funds | 0.93% | 4,000,000 | 4,000,000 | - | Jan 31, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.85% | 5,015,000 | - | - | Feb 29, 2024 |
| Invesco Exchange Fund | 0.81% | 3,563 | - | - | Mar 31, 2024 |
| INVESCO BLDRS INDEX FUNDS TRUST | 0.79% | 45,114 | - | - | Dec 31, 2022 |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | 0.74% | 5,000,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK INVESTORS TRUST | 0.70% | 2,080,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.70% | 4,135,000 | - | - | Feb 29, 2024 |
| Western Asset Investment Grade Income Fund Inc. | 0.66% | 840,000 | - | - | Mar 28, 2024 |
| Ultimus Managers Trust | 0.65% | 7,569,000 | - | - | Feb 29, 2024 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. | 0.63% | 1,300,000 | - | - | Feb 29, 2024 |
| Cohen & Steers Preferred Securities & Income SMA Shares, Inc. | 0.61% | 2,200,000 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.56% | 200,000 | - | - | Mar 31, 2024 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.53% | 275,000 | - | - | Jun 30, 2023 |
| Mairs & Power Funds Trust | 0.50% | 2,000,000 | - | - | Mar 31, 2022 |
| PFM Multi-Manager Series Trust | 0.49% | 400,000 | - | - | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.48% | 250,000 | - | - | Mar 31, 2024 |
| Capital Group Central Fund Series II | 0.47% | 54,611,000 | -964,000 | -1.73% | Feb 29, 2024 |
| Ultimus Managers Trust | 0.44% | 5,091,000 | - | - | Feb 29, 2024 |
| JOHN HANCOCK INVESTORS TRUST | 0.42% | 1,250,000 | - | - | Jan 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.40% | 6,200,000 | - | - | Jan 31, 2024 |
| MFS INTERMEDIATE INCOME TRUST | 0.40% | 1,446,000 | - | - | Jan 31, 2024 |
| BlackRock Credit Strategies Fund | 0.40% | 2,292,000 | - | - | Mar 31, 2024 |
| Thrivent Core Funds | 0.39% | 25,000,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | 0.37% | 2,500,000 | - | - | Jan 31, 2024 |
| PIMCO STRATEGIC INCOME FUND, INC | 0.36% | 3,000,000 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.36% | 11,540,000 | -9,098,000 | -44.08% | Mar 31, 2024 |
| ETF Managers Trust | 0.35% | 2,700,000 | - | - | Dec 31, 2023 |
| COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | 0.35% | 23,000,000 | - | - | Dec 31, 2023 |
| CALVERT VARIABLE SERIES INC | 0.34% | 663,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. | 0.33% | 520,000 | - | - | Feb 29, 2024 |
| Ultimus Managers Trust | 0.33% | 3,785,000 | - | - | Feb 29, 2024 |
| PIMCO HIGH INCOME FUND | 0.32% | 6,300,000 | - | - | Mar 31, 2024 |
| Western Asset Investment Grade Income Fund Inc. | 0.31% | 400,000 | - | - | Mar 28, 2024 |
| BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.31% | 2,250,000 | - | - | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.30% | 9,810,000 | - | - | Mar 31, 2024 |
| CALVERT FUND | 0.30% | 17,494,000 | - | - | Mar 31, 2024 |
| WESTERN ASSET PREMIER BOND FUND | 0.29% | 700,000 | - | - | Mar 28, 2024 |
| BNY Mellon Investment Funds VII, Inc. | 0.29% | 330,000 | - | - | Apr 30, 2022 |
| AMERICAN FUNDS CORPORATE BOND FUND | 0.29% | 5,050,000 | - | - | Feb 29, 2024 |
| BNY Mellon Absolute Insight Funds, Inc. | 0.28% | 5,303,000 | - | - | Jan 31, 2024 |
| BBH Trust | 0.27% | 25,640,000 | - | - | Jan 31, 2024 |
| PUTNAM FUNDS TRUST | 0.27% | 57,650,000 | - | - | Jan 31, 2024 |
| Western Asset Investment Grade Income Fund Inc. | 0.27% | 340,000 | 340,000 | - | Mar 28, 2024 |
| CALVERT VARIABLE SERIES INC | 0.26% | 508,000 | - | - | Mar 31, 2024 |
| CALVERT SOCIAL INVESTMENT FUND | 0.26% | 11,669,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK INVESTORS TRUST | 0.26% | 760,000 | - | - | Jan 31, 2024 |
| ELFUN DIVERSIFIED FUND | 0.26% | 200,000 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.25% | 8,180,000 | 8,180,000 | - | Mar 31, 2024 |
| Mairs & Power Funds Trust | 0.25% | 1,000,000 | - | - | Mar 31, 2022 |
| Mairs & Power Funds Trust | 0.25% | 1,000,000 | - | - | Mar 31, 2022 |
| STATE STREET INSTITUTIONAL FUNDS | 0.25% | 200,000 | - | - | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.25% | 205,000 | - | - | Mar 31, 2024 |
| AMERICAN FUNDS CORPORATE BOND FUND | 0.25% | 4,444,000 | -804,000 | -15.32% | Feb 29, 2024 |
| Capital Group Central Fund Series II | 0.25% | 29,308,000 | 7,718,000 | 35.75% | Feb 29, 2024 |
| Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 0.25% | 2,800,000 | - | - | Dec 31, 2023 |
| Core Bond Portfolio | 0.25% | 1,845,000 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.24% | 200,000 | - | - | Dec 31, 2023 |
| PFM Multi-Manager Series Trust | 0.24% | 200,000 | - | - | Dec 31, 2023 |
| PFM Multi-Manager Series Trust | 0.24% | 200,000 | - | - | Dec 31, 2023 |
| Western Asset High Yield Defined Opportunity Fund Inc. | 0.24% | 990,000 | - | - | Feb 29, 2024 |
| CALVERT SOCIAL INVESTMENT FUND | 0.23% | 10,473,000 | - | - | Mar 31, 2024 |
| BERNSTEIN SANFORD C FUND II INC | 0.23% | 2,081,000 | - | - | Mar 31, 2024 |
| Cohen & Steers Select Preferred & Income Fund, Inc. | 0.23% | 1,000,000 | - | - | Dec 31, 2023 |
| American Funds Multi-Sector Income Fund | 0.23% | 32,763,000 | 11,733,000 | 55.79% | Mar 31, 2024 |
HSBC's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 6.30M shares, compromising 38.47% of its total assets.
HSBC Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 244 | -42.72% |
| 31 Mar, 24 | 426 | -2.74% |
| 31 Dec, 23 | 438 | 13.47% |
| 30 Sep, 23 | 386 | 4.32% |
| 30 Jun, 23 | 370 | 6.63% |
| 31 Mar, 23 | 347 | 2.66% |
| 31 Dec, 22 | 338 | 11.55% |
| 30 Sep, 22 | 303 | -0.66% |
| 30 Jun, 22 | 305 | -1.61% |
| 31 Mar, 22 | 310 | 2.31% |
| 31 Dec, 21 | 303 | 8.21% |
| 30 Sep, 21 | 280 | 1.82% |
| 30 Jun, 21 | 275 | -0.72% |
| 31 Mar, 21 | 277 | -5.14% |
| 31 Dec, 20 | 292 | 13.62% |
| 30 Sep, 20 | 257 | -14.33% |
| 30 Jun, 20 | 300 | -16.90% |
| 31 Mar, 20 | 361 | -16.63% |
| 31 Dec, 19 | 433 | 2.36% |
| 30 Sep, 19 | 423 | -5.58% |
| 30 Jun, 19 | 448 | -2.61% |
| 31 Mar, 19 | 460 | 1.10% |
| 31 Dec, 18 | 455 | 3.64% |
| 30 Sep, 18 | 439 | -1.79% |
| 30 Jun, 18 | 447 | -3.46% |
| 31 Mar, 18 | 463 | 0.65% |
| 31 Dec, 17 | 460 | 10.05% |
| 30 Sep, 17 | 418 | 5.56% |
| 30 Jun, 17 | 396 | 2.33% |
| 31 Mar, 17 | 387 | 1.04% |
| 31 Dec, 16 | 383 | 15.02% |
| 30 Sep, 16 | 333 | -4.58% |
| 30 Jun, 16 | 349 | 3.25% |
| 31 Mar, 16 | 338 | -5.85% |
| 31 Dec, 15 | 359 | 1.13% |
| 30 Sep, 15 | 355 | -4.31% |
| 30 Jun, 15 | 371 | -0.80% |
| 31 Mar, 15 | 374 | -6.50% |
| 31 Dec, 14 | 400 | 0.76% |
| 30 Sep, 14 | 397 | -0.75% |
| 30 Jun, 14 | 400 | -0.99% |
| 31 Mar, 14 | 404 | -1.22% |
| 31 Dec, 13 | 409 | 7.92% |
| 30 Sep, 13 | 379 | -0.79% |
| 30 Jun, 13 | 382 | 131.52% |
| 31 Mar, 13 | 165 | -0.60% |
| 31 Dec, 12 | 166 | 7.10% |
| 30 Sep, 12 | 155 | 1.97% |
| 30 Jun, 12 | 152 | -2.56% |
| 31 Mar, 12 | 156 | 13.04% |
| 31 Dec, 11 | 138 | 11.29% |
| 30 Sep, 11 | 124 | -11.43% |
| 30 Jun, 11 | 140 | -0.71% |
| 31 Mar, 11 | 141 | 11.90% |
| 31 Dec, 10 | 126 | 8.62% |
| 30 Sep, 10 | 116 | 6.42% |
| 30 Jun, 10 | 109 | 5.83% |
| 31 Mar, 10 | 103 | -0.96% |
| 31 Dec, 09 | 104 | -15.45% |
| 30 Sep, 09 | 123 | 10.81% |
| 30 Jun, 09 | 111 | 15.63% |
| 31 Mar, 09 | 96 | -15.04% |
| 31 Dec, 08 | 113 | -10.32% |
| 30 Sep, 08 | 126 | - |
| 30 Jun, 08 | 126 | 8.62% |
| 31 Mar, 08 | 116 | -2.52% |
| 31 Dec, 07 | 119 | 15.53% |
| 30 Sep, 07 | 103 | -4.63% |
| 30 Jun, 07 | 108 | 3.85% |
| 31 Mar, 07 | 104 | -7.14% |
| 31 Dec, 06 | 112 | 17.89% |
| 30 Sep, 06 | 95 | - |
| 30 Jun, 06 | 95 | -2.06% |
| 31 Mar, 06 | 97 | 21.25% |
| 31 Dec, 05 | 80 | 6.67% |
| 30 Sep, 05 | 75 | -2.60% |
| 30 Jun, 05 | 77 | 11.59% |
| 31 Mar, 05 | 69 | 6.15% |
| 31 Dec, 04 | 65 | 30.00% |
| 30 Sep, 04 | 50 | -10.71% |
| 30 Jun, 04 | 56 | -6.67% |
| 31 Mar, 04 | 60 | 5.26% |
| 31 Dec, 03 | 57 | 3.64% |
| 30 Sep, 03 | 55 | 10.00% |
| 30 Jun, 03 | 50 | 42.86% |
| 31 Mar, 03 | 35 | 59.09% |
| 31 Dec, 02 | 22 | 69.23% |
| 30 Sep, 02 | 13 | - |
| 30 Jun, 02 | 13 | 8.33% |
| 31 Mar, 02 | 12 | 9.09% |
| 31 Dec, 01 | 11 | 22.22% |
| 30 Sep, 01 | 9 | -25.00% |
| 30 Jun, 01 | 12 | 9.09% |
| 31 Mar, 01 | 11 | -35.29% |
| 31 Dec, 00 | 17 | 41.67% |
| 30 Sep, 00 | 12 | 20.00% |
| 30 Jun, 00 | 10 | 42.86% |
| 31 Mar, 00 | 7 | -12.50% |
| 31 Dec, 99 | 8 | 14.29% |
| 30 Sep, 99 | 7 | 250.00% |
| 30 Jun, 99 | 2 | - |
As of 30 Jun 24, 244 institutions are holding HSBC's shares, representing a decrease of -42.72% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 21,279,947 | -61.17% |
| 31 Mar, 24 | 54,802,117 | -1.90% |
| 31 Dec, 23 | 55,861,307 | -3.81% |
| 30 Sep, 23 | 58,071,634 | -1.64% |
| 30 Jun, 23 | 59,041,673 | 4.90% |
| 31 Mar, 23 | 56,285,472 | 5.45% |
| 31 Dec, 22 | 53,376,842 | -0.41% |
| 30 Sep, 22 | 53,599,138 | 2.41% |
| 30 Jun, 22 | 52,335,923 | 5.35% |
| 31 Mar, 22 | 49,679,561 | 4.48% |
| 31 Dec, 21 | 47,549,612 | -3.22% |
| 30 Sep, 21 | 49,132,749 | -6.87% |
| 30 Jun, 21 | 52,757,151 | 4.52% |
| 31 Mar, 21 | 50,477,425 | -10.22% |
| 31 Dec, 20 | 56,225,884 | -10.14% |
| 30 Sep, 20 | 62,573,849 | -5.27% |
| 30 Jun, 20 | 66,051,740 | -4.88% |
| 31 Mar, 20 | 69,439,688 | -23.20% |
| 31 Dec, 19 | 90,419,954 | -2.68% |
| 30 Sep, 19 | 92,909,888 | -6.30% |
| 30 Jun, 19 | 99,154,016 | -1.65% |
| 31 Mar, 19 | 100,817,147 | 0.86% |
| 31 Dec, 18 | 99,953,634 | -2.51% |
| 30 Sep, 18 | 102,524,055 | -2.32% |
| 30 Jun, 18 | 104,956,984 | -1.10% |
| 31 Mar, 18 | 106,121,431 | 8.10% |
| 31 Dec, 17 | 98,173,403 | 7.35% |
| 30 Sep, 17 | 91,448,412 | 0.04% |
| 30 Jun, 17 | 91,412,652 | -3.90% |
| 31 Mar, 17 | 95,126,372 | 2.09% |
| 31 Dec, 16 | 93,178,474 | 7.79% |
| 30 Sep, 16 | 86,446,525 | -6.51% |
| 30 Jun, 16 | 92,469,104 | -1.34% |
| 31 Mar, 16 | 93,721,715 | 1.30% |
| 31 Dec, 15 | 92,515,932 | -2.45% |
| 30 Sep, 15 | 94,836,544 | -2.09% |
| 30 Jun, 15 | 96,859,431 | -2.22% |
| 31 Mar, 15 | 99,061,313 | -4.71% |
| 31 Dec, 14 | 103,959,624 | -11.19% |
| 30 Sep, 14 | 117,063,601 | -2.90% |
| 30 Jun, 14 | 120,564,641 | -6.49% |
| 31 Mar, 14 | 128,926,237 | -0.49% |
| 31 Dec, 13 | 129,566,300 | 4.73% |
| 30 Sep, 13 | 123,714,421 | -0.35% |
| 30 Jun, 13 | 124,146,897 | 97.55% |
| 31 Mar, 13 | 62,842,989 | 3.03% |
| 31 Dec, 12 | 60,994,868 | -2.44% |
| 30 Sep, 12 | 62,520,838 | 10.11% |
| 30 Jun, 12 | 56,778,862 | 25.67% |
| 31 Mar, 12 | 45,179,645 | -8.15% |
| 31 Dec, 11 | 49,190,229 | 11.58% |
| 30 Sep, 11 | 44,084,062 | -53.57% |
| 30 Jun, 11 | 94,941,010 | 224.90% |
| 31 Mar, 11 | 29,221,325 | 12.69% |
| 31 Dec, 10 | 25,931,809 | -14.41% |
| 30 Sep, 10 | 30,295,961 | 13.19% |
| 30 Jun, 10 | 26,765,826 | 11.13% |
| 31 Mar, 10 | 24,084,375 | -24.71% |
| 31 Dec, 09 | 31,988,169 | -25.79% |
| 30 Sep, 09 | 43,106,135 | 32.31% |
| 30 Jun, 09 | 32,580,292 | 0.79% |
| 31 Mar, 09 | 32,324,129 | 3.16% |
| 31 Dec, 08 | 31,334,195 | 49.58% |
| 30 Sep, 08 | 20,948,712 | 23.26% |
| 30 Jun, 08 | 16,995,450 | 0.24% |
| 31 Mar, 08 | 16,954,409 | -9.37% |
| 31 Dec, 07 | 18,708,134 | -40.37% |
| 30 Sep, 07 | 31,375,458 | -19.70% |
| 30 Jun, 07 | 39,073,014 | 346.12% |
| 31 Mar, 07 | 8,758,437 | -59.81% |
| 31 Dec, 06 | 21,791,572 | 4.82% |
| 30 Sep, 06 | 20,789,462 | 2.03% |
| 30 Jun, 06 | 20,375,743 | 84.22% |
| 31 Mar, 06 | 11,060,262 | -0.12% |
| 31 Dec, 05 | 11,073,374 | -25.88% |
| 30 Sep, 05 | 14,938,864 | 43.86% |
| 30 Jun, 05 | 10,384,082 | -2.45% |
| 31 Mar, 05 | 10,645,073 | -9.71% |
| 31 Dec, 04 | 11,789,892 | 23.76% |
| 30 Sep, 04 | 9,526,240 | 31.61% |
| 30 Jun, 04 | 7,238,463 | 52.39% |
| 31 Mar, 04 | 4,750,013 | 34.03% |
| 31 Dec, 03 | 3,543,998 | -23.49% |
| 30 Sep, 03 | 4,632,196 | -75.62% |
| 30 Jun, 03 | 18,999,703 | -9.06% |
| 31 Mar, 03 | 20,893,027 | 41.25% |
| 31 Dec, 02 | 14,791,126 | 45.57% |
| 30 Sep, 02 | 10,160,641 | -7.56% |
| 30 Jun, 02 | 10,991,462 | -20.92% |
| 31 Mar, 02 | 13,899,864 | 25.33% |
| 31 Dec, 01 | 11,090,979 | 272.00% |
| 30 Sep, 01 | 2,981,423 | -61.32% |
| 30 Jun, 01 | 7,707,668 | 9.03% |
| 31 Mar, 01 | 7,069,280 | -5.63% |
| 31 Dec, 00 | 7,491,261 | 2.77% |
| 30 Sep, 00 | 7,289,058 | -17.20% |
| 30 Jun, 00 | 8,803,581 | 4.06% |
| 31 Mar, 00 | 8,459,762 | -1.73% |
| 31 Dec, 99 | 8,608,268 | -14.66% |
| 30 Sep, 99 | 10,086,567 | 92014.77% |
| 30 Jun, 99 | 10,950 | - |
HSBC (HSBC) has 21.28M shares outstanding as of 30 Jun 24, down -61.17% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 0.57% | 26.48% |
| 31 Mar, 24 | 1.47% | 71.31% |
| 31 Dec, 23 | 1.43% | 64.04% |
| 30 Sep, 23 | 1.50% | 67.46% |
| 30 Jun, 23 | 1.49% | 73.25% |
| 31 Mar, 23 | 1.43% | 79.83% |
| 31 Dec, 22 | 1.34% | 72.60% |
| 30 Sep, 22 | 1.36% | 78.34% |
| 30 Jun, 22 | 1.32% | 85.04% |
| 31 Mar, 22 | 1.24% | 89.78% |
| 31 Dec, 21 | 1.18% | 75.57% |
| 30 Sep, 21 | 1.25% | 73.37% |
| 30 Jun, 21 | 1.30% | 83.52% |
| 31 Mar, 21 | 1.25% | 64.29% |
| 31 Dec, 20 | 1.39% | 57.84% |
| 30 Sep, 20 | 1.55% | 57.80% |
| 30 Jun, 20 | 1.64% | 55.32% |
| 31 Mar, 20 | 1.72% | 34.19% |
| 31 Dec, 19 | 2.24% | 42.21% |
| 30 Sep, 19 | 2.31% | 37.83% |
| 30 Jun, 19 | 2.47% | 39.18% |
| 31 Mar, 19 | 2.51% | 40.34% |
| 31 Dec, 18 | 2.49% | 37.91% |
| 30 Sep, 18 | 2.57% | 37.19% |
| 30 Jun, 18 | 2.63% | 37.36% |
| 31 Mar, 18 | 2.65% | 42.79% |
| 31 Dec, 17 | 2.49% | 45.57% |
| 30 Sep, 17 | 2.34% | 42.82% |
| 30 Jun, 17 | 2.34% | 39.53% |
| 31 Mar, 17 | 2.43% | 43.70% |
| 31 Dec, 16 | 2.36% | 53.40% |
| 30 Sep, 16 | 2.10% | 45.47% |
| 30 Jun, 16 | 2.15% | 30.58% |
| 31 Mar, 16 | 2.65% | 46.54% |
| 31 Dec, 15 | 2.39% | 46.44% |
| 30 Sep, 15 | 2.27% | 39.55% |
| 30 Jun, 15 | 2.39% | 39.93% |
| 31 Mar, 15 | 2.45% | 32.58% |
| 31 Dec, 14 | 2.74% | 32.60% |
| 30 Sep, 14 | 2.90% | 27.00% |
| 30 Jun, 14 | 3.28% | 29.38% |
| 31 Mar, 14 | 3.34% | 30.04% |
| 31 Dec, 13 | 3.33% | 34.86% |
| 30 Sep, 13 | 3.09% | 31.01% |
| 30 Jun, 13 | 3.16% | 111.68% |
| 31 Mar, 13 | 1.68% | 59.40% |
| 31 Dec, 12 | 1.68% | 57.68% |
| 30 Sep, 12 | 1.71% | 70.99% |
| 30 Jun, 12 | 1.55% | 117.57% |
| 31 Mar, 12 | 1.15% | 73.44% |
| 31 Dec, 11 | 1.25% | 83.47% |
| 30 Sep, 11 | 1.22% | 17.75% |
| 30 Jun, 11 | 2.63% | 401.03% |
| 31 Mar, 11 | 0.81% | 145.79% |
| 31 Dec, 10 | 0.74% | 69.37% |
| 30 Sep, 10 | 1.04% | 123.62% |
| 30 Jun, 10 | 0.92% | 134.88% |
| 31 Mar, 10 | 0.82% | 85.32% |
| 31 Dec, 09 | 0.98% | 29.52% |
| 30 Sep, 09 | 1.82% | 95.95% |
| 30 Jun, 09 | 1.38% | 73.67% |
| 31 Mar, 09 | 1.37% | 77.78% |
| 31 Dec, 08 | 1.33% | 168.69% |
| 30 Sep, 08 | 0.89% | 173.30% |
| 30 Jun, 08 | 0.72% | 140.47% |
| 31 Mar, 08 | 0.71% | 142.79% |
| 31 Dec, 07 | 0.71% | 52.38% |
| 30 Sep, 07 | 1.16% | 40.04% |
| 30 Jun, 07 | 1.70% | 1536.95% |
| 31 Mar, 07 | 0.33% | 46.40% |
| 31 Dec, 06 | 0.85% | 128.28% |
| 30 Sep, 06 | 0.81% | 122.63% |
| 30 Jun, 06 | 0.81% | 417.00% |
| 31 Mar, 06 | 0.44% | 231.25% |
| 31 Dec, 05 | 0.44% | 128.78% |
| 30 Sep, 05 | 0.58% | 261.92% |
| 30 Jun, 05 | 0.47% | 293.34% |
| 31 Mar, 05 | 0.40% | 176.31% |
| 31 Dec, 04 | 0.48% | 321.20% |
| 30 Sep, 04 | 0.39% | 450.03% |
| 30 Jun, 04 | 0.29% | 817.60% |
| 31 Mar, 04 | 0.19% | 861.40% |
| 31 Dec, 03 | 0.15% | 428.73% |
| 30 Sep, 03 | 0.19% | 27.49% |
| 30 Jun, 03 | 0.82% | 100.55% |
| 31 Mar, 03 | 0.90% | 195.70% |
| 31 Dec, 02 | 0.68% | 302.55% |
| 30 Sep, 02 | 0.47% | 175.85% |
| 30 Jun, 02 | 0.52% | 124.29% |
| 31 Mar, 02 | 0.65% | 231.03% |
| 31 Dec, 01 | 0.53% | 2616.03% |
| 30 Sep, 01 | 0.14% | 106.94% |
| 30 Jun, 01 | 0.36% | 323.56% |
| 31 Mar, 01 | 0.34% | 262.66% |
| 31 Dec, 00 | 0.36% | 295.40% |
| 30 Sep, 00 | 0.35% | 166.64% |
| 30 Jun, 00 | 0.46% | 236.98% |
| 31 Mar, 00 | 0.44% | 214.80% |
| 31 Dec, 99 | 0.45% | 168.37% |
| 30 Sep, 99 | 0.52% | 146885066.67% |
| 30 Jun, 99 | 0.00% | - |
As of 30 Jun 24, HSBC is held by 0.57% institutional shareholders, representing a 26.48% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 130 | -31.94% |
| 31 Mar, 24 | 191 | -15.49% |
| 31 Dec, 23 | 226 | 21.51% |
| 30 Sep, 23 | 186 | -9.27% |
| 30 Jun, 23 | 205 | 12.02% |
| 31 Mar, 23 | 183 | 12.27% |
| 31 Dec, 22 | 163 | 17.27% |
| 30 Sep, 22 | 139 | -9.74% |
| 30 Jun, 22 | 154 | -7.23% |
| 31 Mar, 22 | 166 | 14.48% |
| 31 Dec, 21 | 145 | 31.82% |
| 30 Sep, 21 | 110 | -14.06% |
| 30 Jun, 21 | 128 | 10.34% |
| 31 Mar, 21 | 116 | -11.45% |
| 31 Dec, 20 | 131 | 55.95% |
| 30 Sep, 20 | 84 | -1.18% |
| 30 Jun, 20 | 85 | -42.57% |
| 31 Mar, 20 | 148 | -26.37% |
| 31 Dec, 19 | 201 | 47.79% |
| 30 Sep, 19 | 136 | -29.53% |
| 30 Jun, 19 | 193 | 1.05% |
| 31 Mar, 19 | 191 | 2.69% |
| 31 Dec, 18 | 186 | 12.05% |
| 30 Sep, 18 | 166 | -11.70% |
| 30 Jun, 18 | 188 | -6.00% |
| 31 Mar, 18 | 200 | -20.00% |
| 31 Dec, 17 | 250 | 38.89% |
| 30 Sep, 17 | 180 | 1.69% |
| 30 Jun, 17 | 177 | 2.31% |
| 31 Mar, 17 | 173 | -13.93% |
| 31 Dec, 16 | 201 | 43.57% |
| 30 Sep, 16 | 140 | -13.04% |
| 30 Jun, 16 | 161 | 6.62% |
| 31 Mar, 16 | 151 | -7.36% |
| 31 Dec, 15 | 163 | 1.88% |
| 30 Sep, 15 | 160 | -10.11% |
| 30 Jun, 15 | 178 | 4.71% |
| 31 Mar, 15 | 170 | 8.28% |
| 31 Dec, 14 | 157 | -5.99% |
| 30 Sep, 14 | 167 | 0.60% |
| 30 Jun, 14 | 166 | -8.29% |
| 31 Mar, 14 | 181 | -15.42% |
| 31 Dec, 13 | 214 | 22.29% |
| 30 Sep, 13 | 175 | -36.59% |
| 30 Jun, 13 | 276 | 217.24% |
| 31 Mar, 13 | 87 | -2.25% |
| 31 Dec, 12 | 89 | 9.88% |
| 30 Sep, 12 | 81 | 2.53% |
| 30 Jun, 12 | 79 | -11.24% |
| 31 Mar, 12 | 89 | 18.67% |
| 31 Dec, 11 | 75 | 25.00% |
| 30 Sep, 11 | 60 | -17.81% |
| 30 Jun, 11 | 73 | -7.59% |
| 31 Mar, 11 | 79 | 17.91% |
| 31 Dec, 10 | 67 | 31.37% |
| 30 Sep, 10 | 51 | -3.77% |
| 30 Jun, 10 | 53 | 1.92% |
| 31 Mar, 10 | 52 | 23.81% |
| 31 Dec, 09 | 42 | -32.26% |
| 30 Sep, 09 | 62 | -17.33% |
| 30 Jun, 09 | 75 | 27.12% |
| 31 Mar, 09 | 59 | -4.84% |
| 31 Dec, 08 | 62 | 16.98% |
| 30 Sep, 08 | 53 | -18.46% |
| 30 Jun, 08 | 65 | 18.18% |
| 31 Mar, 08 | 55 | -16.67% |
| 31 Dec, 07 | 66 | 22.22% |
| 30 Sep, 07 | 54 | -12.90% |
| 30 Jun, 07 | 62 | 12.73% |
| 31 Mar, 07 | 55 | -25.68% |
| 31 Dec, 06 | 74 | 19.35% |
| 30 Sep, 06 | 62 | 29.17% |
| 30 Jun, 06 | 48 | 2.13% |
| 31 Mar, 06 | 47 | 14.63% |
| 31 Dec, 05 | 41 | 5.13% |
| 30 Sep, 05 | 39 | 14.71% |
| 30 Jun, 05 | 34 | -2.86% |
| 31 Mar, 05 | 35 | -7.89% |
| 31 Dec, 04 | 38 | 65.22% |
| 30 Sep, 04 | 23 | -17.86% |
| 30 Jun, 04 | 28 | -17.65% |
| 31 Mar, 04 | 34 | 30.77% |
| 31 Dec, 03 | 26 | 30.00% |
| 30 Sep, 03 | 20 | -44.44% |
| 30 Jun, 03 | 36 | 80.00% |
| 31 Mar, 03 | 20 | 33.33% |
| 31 Dec, 02 | 15 | 87.50% |
| 30 Sep, 02 | 8 | - |
| 30 Jun, 02 | 8 | 14.29% |
| 31 Mar, 02 | 7 | - |
| 31 Dec, 01 | 7 | 40.00% |
| 30 Sep, 01 | 5 | -28.57% |
| 30 Jun, 01 | 7 | 40.00% |
| 31 Mar, 01 | 5 | -54.55% |
| 31 Dec, 00 | 11 | 57.14% |
| 30 Sep, 00 | 7 | - |
| 30 Jun, 00 | 7 | 250.00% |
| 31 Mar, 00 | 2 | -60.00% |
| 31 Dec, 99 | 5 | -28.57% |
| 30 Sep, 99 | 7 | 250.00% |
| 30 Jun, 99 | 2 | - |
130 institutional shareholders have increased their position in HSBC stock as of 30 Jun 24 compared to 191 in the previous quarter (a -31.94% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 65 | -54.55% |
| 31 Mar, 24 | 143 | 24.35% |
| 31 Dec, 23 | 115 | 38.55% |
| 30 Sep, 23 | 83 | 9.21% |
| 30 Jun, 23 | 76 | -2.56% |
| 31 Mar, 23 | 78 | -17.89% |
| 31 Dec, 22 | 95 | 17.28% |
| 30 Sep, 22 | 81 | 26.56% |
| 30 Jun, 22 | 64 | 12.28% |
| 31 Mar, 22 | 57 | -19.72% |
| 31 Dec, 21 | 71 | -1.39% |
| 30 Sep, 21 | 72 | 20.00% |
| 30 Jun, 21 | 60 | -16.67% |
| 31 Mar, 21 | 72 | -4.00% |
| 31 Dec, 20 | 75 | -12.79% |
| 30 Sep, 20 | 86 | -28.93% |
| 30 Jun, 20 | 121 | -8.33% |
| 31 Mar, 20 | 132 | -3.65% |
| 31 Dec, 19 | 137 | -23.03% |
| 30 Sep, 19 | 178 | 24.48% |
| 30 Jun, 19 | 143 | 0.70% |
| 31 Mar, 19 | 142 | -5.33% |
| 31 Dec, 18 | 150 | -1.32% |
| 30 Sep, 18 | 152 | 17.83% |
| 30 Jun, 18 | 129 | 13.16% |
| 31 Mar, 18 | 114 | 15.15% |
| 31 Dec, 17 | 99 | -19.51% |
| 30 Sep, 17 | 123 | 8.85% |
| 30 Jun, 17 | 113 | 13.00% |
| 31 Mar, 17 | 100 | 19.05% |
| 31 Dec, 16 | 84 | -20.75% |
| 30 Sep, 16 | 106 | 1.92% |
| 30 Jun, 16 | 104 | -3.70% |
| 31 Mar, 16 | 108 | -10.00% |
| 31 Dec, 15 | 120 | -3.23% |
| 30 Sep, 15 | 124 | 4.20% |
| 30 Jun, 15 | 119 | -5.56% |
| 31 Mar, 15 | 126 | -20.25% |
| 31 Dec, 14 | 158 | 20.61% |
| 30 Sep, 14 | 131 | -3.68% |
| 30 Jun, 14 | 136 | 7.94% |
| 31 Mar, 14 | 126 | 12.50% |
| 31 Dec, 13 | 112 | 10.89% |
| 30 Sep, 13 | 101 | 80.36% |
| 30 Jun, 13 | 56 | 12.00% |
| 31 Mar, 13 | 50 | -1.96% |
| 31 Dec, 12 | 51 | 13.33% |
| 30 Sep, 12 | 45 | 7.14% |
| 30 Jun, 12 | 42 | - |
| 31 Mar, 12 | 42 | 2.44% |
| 31 Dec, 11 | 41 | 10.81% |
| 30 Sep, 11 | 37 | 12.12% |
| 30 Jun, 11 | 33 | 10.00% |
| 31 Mar, 11 | 30 | -6.25% |
| 31 Dec, 10 | 32 | 3.23% |
| 30 Sep, 10 | 31 | -6.06% |
| 30 Jun, 10 | 33 | 10.00% |
| 31 Mar, 10 | 30 | -11.76% |
| 31 Dec, 09 | 34 | 9.68% |
| 30 Sep, 09 | 31 | 55.00% |
| 30 Jun, 09 | 20 | -13.04% |
| 31 Mar, 09 | 23 | -23.33% |
| 31 Dec, 08 | 30 | -26.83% |
| 30 Sep, 08 | 41 | 46.43% |
| 30 Jun, 08 | 28 | -20.00% |
| 31 Mar, 08 | 35 | 16.67% |
| 31 Dec, 07 | 30 | 25.00% |
| 30 Sep, 07 | 24 | - |
| 30 Jun, 07 | 24 | - |
| 31 Mar, 07 | 24 | 26.32% |
| 31 Dec, 06 | 19 | 90.00% |
| 30 Sep, 06 | 10 | -54.55% |
| 30 Jun, 06 | 22 | -15.38% |
| 31 Mar, 06 | 26 | 44.44% |
| 31 Dec, 05 | 18 | 20.00% |
| 30 Sep, 05 | 15 | -31.82% |
| 30 Jun, 05 | 22 | 15.79% |
| 31 Mar, 05 | 19 | 58.33% |
| 31 Dec, 04 | 12 | -14.29% |
| 30 Sep, 04 | 14 | 16.67% |
| 30 Jun, 04 | 12 | - |
| 31 Mar, 04 | 12 | -25.00% |
| 31 Dec, 03 | 16 | -27.27% |
| 30 Sep, 03 | 22 | 144.44% |
| 30 Jun, 03 | 9 | 12.50% |
| 31 Mar, 03 | 8 | 166.67% |
| 31 Dec, 02 | 3 | - |
| 30 Sep, 02 | 3 | - |
| 30 Jun, 02 | 3 | 200.00% |
| 31 Mar, 02 | 1 | -50.00% |
| 31 Dec, 01 | 2 | 100.00% |
| 30 Sep, 01 | 1 | -50.00% |
| 30 Jun, 01 | 2 | -33.33% |
| 31 Mar, 01 | 3 | 50.00% |
| 31 Dec, 00 | 2 | -33.33% |
| 30 Sep, 00 | 3 | 200.00% |
| 30 Jun, 00 | 1 | -50.00% |
| 31 Mar, 00 | 2 | 100.00% |
| 31 Dec, 99 | 1 | - |
| 30 Sep, 99 | - | - |
| 30 Jun, 99 | - | - |
65 institutional shareholders have reduced their position in HSBC stock as of 30 Jun 24 compared to 143 in the previous quarter (a -54.55% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 244 | -42.72% | 21,279,947 | -61.17% | 0.57% | 26.48% | 130 | -31.94% | 65 | -54.55% |
| 31 Mar, 24 | 426 | -2.74% | 54,802,117 | -1.90% | 1.47% | 71.31% | 191 | -15.49% | 143 | 24.35% |
| 31 Dec, 23 | 438 | 13.47% | 55,861,307 | -3.81% | 1.43% | 64.04% | 226 | 21.51% | 115 | 38.55% |
| 30 Sep, 23 | 386 | 4.32% | 58,071,634 | -1.64% | 1.50% | 67.46% | 186 | -9.27% | 83 | 9.21% |
| 30 Jun, 23 | 370 | 6.63% | 59,041,673 | 4.90% | 1.49% | 73.25% | 205 | 12.02% | 76 | -2.56% |
| 31 Mar, 23 | 347 | 2.66% | 56,285,472 | 5.45% | 1.43% | 79.83% | 183 | 12.27% | 78 | -17.89% |
| 31 Dec, 22 | 338 | 11.55% | 53,376,842 | -0.41% | 1.34% | 72.60% | 163 | 17.27% | 95 | 17.28% |
| 30 Sep, 22 | 303 | -0.66% | 53,599,138 | 2.41% | 1.36% | 78.34% | 139 | -9.74% | 81 | 26.56% |
| 30 Jun, 22 | 305 | -1.61% | 52,335,923 | 5.35% | 1.32% | 85.04% | 154 | -7.23% | 64 | 12.28% |
| 31 Mar, 22 | 310 | 2.31% | 49,679,561 | 4.48% | 1.24% | 89.78% | 166 | 14.48% | 57 | -19.72% |
| 31 Dec, 21 | 303 | 8.21% | 47,549,612 | -3.22% | 1.18% | 75.57% | 145 | 31.82% | 71 | -1.39% |
| 30 Sep, 21 | 280 | 1.82% | 49,132,749 | -6.87% | 1.25% | 73.37% | 110 | -14.06% | 72 | 20.00% |
| 30 Jun, 21 | 275 | -0.72% | 52,757,151 | 4.52% | 1.30% | 83.52% | 128 | 10.34% | 60 | -16.67% |
| 31 Mar, 21 | 277 | -5.14% | 50,477,425 | -10.22% | 1.25% | 64.29% | 116 | -11.45% | 72 | -4.00% |
| 31 Dec, 20 | 292 | 13.62% | 56,225,884 | -10.14% | 1.39% | 57.84% | 131 | 55.95% | 75 | -12.79% |
| 30 Sep, 20 | 257 | -14.33% | 62,573,849 | -5.27% | 1.55% | 57.80% | 84 | -1.18% | 86 | -28.93% |
| 30 Jun, 20 | 300 | -16.90% | 66,051,740 | -4.88% | 1.64% | 55.32% | 85 | -42.57% | 121 | -8.33% |
| 31 Mar, 20 | 361 | -16.63% | 69,439,688 | -23.20% | 1.72% | 34.19% | 148 | -26.37% | 132 | -3.65% |
| 31 Dec, 19 | 433 | 2.36% | 90,419,954 | -2.68% | 2.24% | 42.21% | 201 | 47.79% | 137 | -23.03% |
| 30 Sep, 19 | 423 | -5.58% | 92,909,888 | -6.30% | 2.31% | 37.83% | 136 | -29.53% | 178 | 24.48% |
| 30 Jun, 19 | 448 | -2.61% | 99,154,016 | -1.65% | 2.47% | 39.18% | 193 | 1.05% | 143 | 0.70% |
| 31 Mar, 19 | 460 | 1.10% | 100,817,147 | 0.86% | 2.51% | 40.34% | 191 | 2.69% | 142 | -5.33% |
| 31 Dec, 18 | 455 | 3.64% | 99,953,634 | -2.51% | 2.49% | 37.91% | 186 | 12.05% | 150 | -1.32% |
| 30 Sep, 18 | 439 | -1.79% | 102,524,055 | -2.32% | 2.57% | 37.19% | 166 | -11.70% | 152 | 17.83% |
| 30 Jun, 18 | 447 | -3.46% | 104,956,984 | -1.10% | 2.63% | 37.36% | 188 | -6.00% | 129 | 13.16% |
| 31 Mar, 18 | 463 | 0.65% | 106,121,431 | 8.10% | 2.65% | 42.79% | 200 | -20.00% | 114 | 15.15% |
| 31 Dec, 17 | 460 | 10.05% | 98,173,403 | 7.35% | 2.49% | 45.57% | 250 | 38.89% | 99 | -19.51% |
| 30 Sep, 17 | 418 | 5.56% | 91,448,412 | 0.04% | 2.34% | 42.82% | 180 | 1.69% | 123 | 8.85% |
| 30 Jun, 17 | 396 | 2.33% | 91,412,652 | -3.90% | 2.34% | 39.53% | 177 | 2.31% | 113 | 13.00% |
| 31 Mar, 17 | 387 | 1.04% | 95,126,372 | 2.09% | 2.43% | 43.70% | 173 | -13.93% | 100 | 19.05% |
| 31 Dec, 16 | 383 | 15.02% | 93,178,474 | 7.79% | 2.36% | 53.40% | 201 | 43.57% | 84 | -20.75% |
| 30 Sep, 16 | 333 | -4.58% | 86,446,525 | -6.51% | 2.10% | 45.47% | 140 | -13.04% | 106 | 1.92% |
| 30 Jun, 16 | 349 | 3.25% | 92,469,104 | -1.34% | 2.15% | 30.58% | 161 | 6.62% | 104 | -3.70% |
| 31 Mar, 16 | 338 | -5.85% | 93,721,715 | 1.30% | 2.65% | 46.54% | 151 | -7.36% | 108 | -10.00% |
| 31 Dec, 15 | 359 | 1.13% | 92,515,932 | -2.45% | 2.39% | 46.44% | 163 | 1.88% | 120 | -3.23% |
| 30 Sep, 15 | 355 | -4.31% | 94,836,544 | -2.09% | 2.27% | 39.55% | 160 | -10.11% | 124 | 4.20% |
| 30 Jun, 15 | 371 | -0.80% | 96,859,431 | -2.22% | 2.39% | 39.93% | 178 | 4.71% | 119 | -5.56% |
| 31 Mar, 15 | 374 | -6.50% | 99,061,313 | -4.71% | 2.45% | 32.58% | 170 | 8.28% | 126 | -20.25% |
| 31 Dec, 14 | 400 | 0.76% | 103,959,624 | -11.19% | 2.74% | 32.60% | 157 | -5.99% | 158 | 20.61% |
| 30 Sep, 14 | 397 | -0.75% | 117,063,601 | -2.90% | 2.90% | 27.00% | 167 | 0.60% | 131 | -3.68% |
| 30 Jun, 14 | 400 | -0.99% | 120,564,641 | -6.49% | 3.28% | 29.38% | 166 | -8.29% | 136 | 7.94% |
| 31 Mar, 14 | 404 | -1.22% | 128,926,237 | -0.49% | 3.34% | 30.04% | 181 | -15.42% | 126 | 12.50% |
| 31 Dec, 13 | 409 | 7.92% | 129,566,300 | 4.73% | 3.33% | 34.86% | 214 | 22.29% | 112 | 10.89% |
| 30 Sep, 13 | 379 | -0.79% | 123,714,421 | -0.35% | 3.09% | 31.01% | 175 | -36.59% | 101 | 80.36% |
| 30 Jun, 13 | 382 | 131.52% | 124,146,897 | 97.55% | 3.16% | 111.68% | 276 | 217.24% | 56 | 12.00% |
| 31 Mar, 13 | 165 | -0.60% | 62,842,989 | 3.03% | 1.68% | 59.40% | 87 | -2.25% | 50 | -1.96% |
| 31 Dec, 12 | 166 | 7.10% | 60,994,868 | -2.44% | 1.68% | 57.68% | 89 | 9.88% | 51 | 13.33% |
| 30 Sep, 12 | 155 | 1.97% | 62,520,838 | 10.11% | 1.71% | 70.99% | 81 | 2.53% | 45 | 7.14% |
| 30 Jun, 12 | 152 | -2.56% | 56,778,862 | 25.67% | 1.55% | 117.57% | 79 | -11.24% | 42 | - |
| 31 Mar, 12 | 156 | 13.04% | 45,179,645 | -8.15% | 1.15% | 73.44% | 89 | 18.67% | 42 | 2.44% |
| 31 Dec, 11 | 138 | 11.29% | 49,190,229 | 11.58% | 1.25% | 83.47% | 75 | 25.00% | 41 | 10.81% |
| 30 Sep, 11 | 124 | -11.43% | 44,084,062 | -53.57% | 1.22% | 17.75% | 60 | -17.81% | 37 | 12.12% |
| 30 Jun, 11 | 140 | -0.71% | 94,941,010 | 224.90% | 2.63% | 401.03% | 73 | -7.59% | 33 | 10.00% |
| 31 Mar, 11 | 141 | 11.90% | 29,221,325 | 12.69% | 0.81% | 145.79% | 79 | 17.91% | 30 | -6.25% |
| 31 Dec, 10 | 126 | 8.62% | 25,931,809 | -14.41% | 0.74% | 69.37% | 67 | 31.37% | 32 | 3.23% |
| 30 Sep, 10 | 116 | 6.42% | 30,295,961 | 13.19% | 1.04% | 123.62% | 51 | -3.77% | 31 | -6.06% |
| 30 Jun, 10 | 109 | 5.83% | 26,765,826 | 11.13% | 0.92% | 134.88% | 53 | 1.92% | 33 | 10.00% |
| 31 Mar, 10 | 103 | -0.96% | 24,084,375 | -24.71% | 0.82% | 85.32% | 52 | 23.81% | 30 | -11.76% |
| 31 Dec, 09 | 104 | -15.45% | 31,988,169 | -25.79% | 0.98% | 29.52% | 42 | -32.26% | 34 | 9.68% |
| 30 Sep, 09 | 123 | 10.81% | 43,106,135 | 32.31% | 1.82% | 95.95% | 62 | -17.33% | 31 | 55.00% |
| 30 Jun, 09 | 111 | 15.63% | 32,580,292 | 0.79% | 1.38% | 73.67% | 75 | 27.12% | 20 | -13.04% |
| 31 Mar, 09 | 96 | -15.04% | 32,324,129 | 3.16% | 1.37% | 77.78% | 59 | -4.84% | 23 | -23.33% |
| 31 Dec, 08 | 113 | -10.32% | 31,334,195 | 49.58% | 1.33% | 168.69% | 62 | 16.98% | 30 | -26.83% |
| 30 Sep, 08 | 126 | - | 20,948,712 | 23.26% | 0.89% | 173.30% | 53 | -18.46% | 41 | 46.43% |
| 30 Jun, 08 | 126 | 8.62% | 16,995,450 | 0.24% | 0.72% | 140.47% | 65 | 18.18% | 28 | -20.00% |
| 31 Mar, 08 | 116 | -2.52% | 16,954,409 | -9.37% | 0.71% | 142.79% | 55 | -16.67% | 35 | 16.67% |
| 31 Dec, 07 | 119 | 15.53% | 18,708,134 | -40.37% | 0.71% | 52.38% | 66 | 22.22% | 30 | 25.00% |
| 30 Sep, 07 | 103 | -4.63% | 31,375,458 | -19.70% | 1.16% | 40.04% | 54 | -12.90% | 24 | - |
| 30 Jun, 07 | 108 | 3.85% | 39,073,014 | 346.12% | 1.70% | 1536.95% | 62 | 12.73% | 24 | - |
| 31 Mar, 07 | 104 | -7.14% | 8,758,437 | -59.81% | 0.33% | 46.40% | 55 | -25.68% | 24 | 26.32% |
| 31 Dec, 06 | 112 | 17.89% | 21,791,572 | 4.82% | 0.85% | 128.28% | 74 | 19.35% | 19 | 90.00% |
| 30 Sep, 06 | 95 | - | 20,789,462 | 2.03% | 0.81% | 122.63% | 62 | 29.17% | 10 | -54.55% |
| 30 Jun, 06 | 95 | -2.06% | 20,375,743 | 84.22% | 0.81% | 417.00% | 48 | 2.13% | 22 | -15.38% |
| 31 Mar, 06 | 97 | 21.25% | 11,060,262 | -0.12% | 0.44% | 231.25% | 47 | 14.63% | 26 | 44.44% |
| 31 Dec, 05 | 80 | 6.67% | 11,073,374 | -25.88% | 0.44% | 128.78% | 41 | 5.13% | 18 | 20.00% |
| 30 Sep, 05 | 75 | -2.60% | 14,938,864 | 43.86% | 0.58% | 261.92% | 39 | 14.71% | 15 | -31.82% |
| 30 Jun, 05 | 77 | 11.59% | 10,384,082 | -2.45% | 0.47% | 293.34% | 34 | -2.86% | 22 | 15.79% |
| 31 Mar, 05 | 69 | 6.15% | 10,645,073 | -9.71% | 0.40% | 176.31% | 35 | -7.89% | 19 | 58.33% |
| 31 Dec, 04 | 65 | 30.00% | 11,789,892 | 23.76% | 0.48% | 321.20% | 38 | 65.22% | 12 | -14.29% |
| 30 Sep, 04 | 50 | -10.71% | 9,526,240 | 31.61% | 0.39% | 450.03% | 23 | -17.86% | 14 | 16.67% |
| 30 Jun, 04 | 56 | -6.67% | 7,238,463 | 52.39% | 0.29% | 817.60% | 28 | -17.65% | 12 | - |
| 31 Mar, 04 | 60 | 5.26% | 4,750,013 | 34.03% | 0.19% | 861.40% | 34 | 30.77% | 12 | -25.00% |
| 31 Dec, 03 | 57 | 3.64% | 3,543,998 | -23.49% | 0.15% | 428.73% | 26 | 30.00% | 16 | -27.27% |
| 30 Sep, 03 | 55 | 10.00% | 4,632,196 | -75.62% | 0.19% | 27.49% | 20 | -44.44% | 22 | 144.44% |
| 30 Jun, 03 | 50 | 42.86% | 18,999,703 | -9.06% | 0.82% | 100.55% | 36 | 80.00% | 9 | 12.50% |
| 31 Mar, 03 | 35 | 59.09% | 20,893,027 | 41.25% | 0.90% | 195.70% | 20 | 33.33% | 8 | 166.67% |
| 31 Dec, 02 | 22 | 69.23% | 14,791,126 | 45.57% | 0.68% | 302.55% | 15 | 87.50% | 3 | - |
| 30 Sep, 02 | 13 | - | 10,160,641 | -7.56% | 0.47% | 175.85% | 8 | - | 3 | - |
| 30 Jun, 02 | 13 | 8.33% | 10,991,462 | -20.92% | 0.52% | 124.29% | 8 | 14.29% | 3 | 200.00% |
| 31 Mar, 02 | 12 | 9.09% | 13,899,864 | 25.33% | 0.65% | 231.03% | 7 | - | 1 | -50.00% |
| 31 Dec, 01 | 11 | 22.22% | 11,090,979 | 272.00% | 0.53% | 2616.03% | 7 | 40.00% | 2 | 100.00% |
| 30 Sep, 01 | 9 | -25.00% | 2,981,423 | -61.32% | 0.14% | 106.94% | 5 | -28.57% | 1 | -50.00% |
| 30 Jun, 01 | 12 | 9.09% | 7,707,668 | 9.03% | 0.36% | 323.56% | 7 | 40.00% | 2 | -33.33% |
| 31 Mar, 01 | 11 | -35.29% | 7,069,280 | -5.63% | 0.34% | 262.66% | 5 | -54.55% | 3 | 50.00% |
| 31 Dec, 00 | 17 | 41.67% | 7,491,261 | 2.77% | 0.36% | 295.40% | 11 | 57.14% | 2 | -33.33% |
| 30 Sep, 00 | 12 | 20.00% | 7,289,058 | -17.20% | 0.35% | 166.64% | 7 | - | 3 | 200.00% |
| 30 Jun, 00 | 10 | 42.86% | 8,803,581 | 4.06% | 0.46% | 236.98% | 7 | 250.00% | 1 | -50.00% |
| 31 Mar, 00 | 7 | -12.50% | 8,459,762 | -1.73% | 0.44% | 214.80% | 2 | -60.00% | 2 | 100.00% |
| 31 Dec, 99 | 8 | 14.29% | 8,608,268 | -14.66% | 0.45% | 168.37% | 5 | -28.57% | 1 | - |
| 30 Sep, 99 | 7 | 250.00% | 10,086,567 | 92014.77% | 0.52% | 146885066.67% | 7 | 250.00% | - | - |
| 30 Jun, 99 | 2 | - | 10,950 | - | 0.00% | - | 2 | - | - | - |
HSBC Peer Ownership
| Ticker | Company |
|---|---|
| BCS | Barclays PLC |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. |
| NU | Nu Holdings Ltd. |
| JPM | JPMorgan Chase & Co. |
| BAC | Bank of America Corporation |
| ING | ING Groep N.V. |
| BMO | Bank of Montreal |
| NWG | NatWest Group plc |
| BNS | The Bank of Nova Scotia |
| TD | The Toronto-Dominion Bank |
| UBS | UBS Group AG |
| C | Citigroup Inc. |
| CM | Canadian Imperial Bank of Commerce |
| SAN | Banco Santander, S.A. |
| WFC | Wells Fargo & Company |
HSBC Ownership FAQ
Who Owns HSBC?
HSBC is owned by institutional shareholders (0.57%), insiders (0.00%), and public (99.43%). The largest institutional shareholder of HSBC is DIMENSIONAL FUND ADVISORS LP (0.30% of total shares) and the top mutual fund owner is Manager Directed Portfolios (38.47% of total shares).
Who are the major institutional shareholders of HSBC?
HSBC's major institutional shareholders are DIMENSIONAL FUND ADVISORS LP, MORGAN STANLEY, GOLDMAN SACHS GROUP INC, SANDERS CAPITAL, LLC, and BANK OF AMERICA CORP /DE/. The top five shareholders own together 0.78% of the company's share outstanding.
How many HSBC shareholders are there?
As of Jun 2024, there are 244 institutional shareholders of HSBC.
What percentage of HSBC is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP owns 11.16M shares of HSBC, representing 0.30% of the company's total shares outstanding, valued at $485.45M (as of Jun 2024).
What percentage of HSBC is owned by MORGAN STANLEY?
As of Jun 2024, MORGAN STANLEY holds 6.45M shares of HSBC (HSBC), compromising 0.17% of the company, valued at $280.6M.
What percentage of HSBC is owned by GOLDMAN SACHS GROUP INC?
GOLDMAN SACHS GROUP INC is the third largest holder of HSBC. The company owns 5.75M of the company's shares outstanding (worth $250.26M).