HSBC Ownership | Who Owns HSBC?
HSBC Ownership Summary
HSBC is owned by 1.52% institutional investors, and 98.48% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 0.30% of HSBC shares. Vanguard Windsor™ II Inv is the top mutual fund, with 0.08% of its assets in HSBC shares.
HSBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HSBC | 1.52% | - | 98.48% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Diversified Banks Stocks | 38.46% | 1.12% | 60.42% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dimensional fund advisors lp | 11.16M | 0.30% | $485.45M |
| Morgan stanley | 6.45M | 0.17% | $280.60M |
| Goldman sachs group | 5.75M | 0.15% | $250.26M |
| Sanders capital | 2.99M | 0.08% | $129.92M |
| Bank of america corp /de/ | 2.82M | 0.08% | $122.66M |
| Blackrock | 2.41M | 0.06% | $105.05M |
| Northern trust | 1.90M | 0.05% | $82.82M |
| Fmr | 1.69M | 0.05% | $73.62M |
| Citigroup | 1.47M | 0.04% | $64.10M |
| Nomura | 1.09M | 0.03% | $47.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Promethos capital | 163.60K | 2.70% | $7.13M |
| Insight folios | 121.53K | 2.17% | $5.29M |
| Manatuck hill partners | 107.45K | 1.95% | $4.67M |
| Cookson peirce | 697.37K | 1.46% | $30.34M |
| Ativo capital management | 28.84K | 1.30% | $1.25M |
| Stamos capital partners | 115.20K | 1.06% | $5.01M |
| Ramirez asset management | 115.02K | 1.02% | $5.00M |
| Old port advisors | 65.47K | 0.85% | $2.85M |
| Orleans capital management corp/la | 30.55K | 0.84% | $1.33M |
| Foresight capital management advisors | 27.18K | 0.80% | $1.18M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nomura | 1.09M | 0.09% | 1.02M |
| Fmr | 1.69M | 0.00% | 917.21K |
| Goldman sachs group | 5.75M | 0.04% | 350.88K |
| Morgan stanley | 6.45M | 0.02% | 296.57K |
| Blackrock | 2.41M | 0.00% | 272.12K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Groupama asset managment | - | - | -2.45M |
| Bank of america corp /de/ | 2.82M | 0.01% | -779.54K |
| Jane street group | 68.54K | 0.00% | -551.51K |
| Grantham, mayo, van otterloo | 494.15K | 0.07% | -510.22K |
| Parallax volatility advisers | 300.00 | - | -354.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Frank, rimerman advisors | 59.55K | 0.18% | 59.55K | $2.59M |
| Choreo | 19.69K | 0.01% | 19.69K | $861.70K |
| Fora capital | 14.76K | 0.08% | 14.76K | $642.15K |
| Wiley bros.-aintree capital | 13.16K | 0.03% | 13.16K | $572.68K |
| Cable hill partners | 12.67K | 0.06% | 12.67K | $551.10K |
Sold Out
| Holder | Change |
|---|---|
| Toronto dominion bank | -12.00 |
| Front row advisors | -13.00 |
| Vermillion & white wealth management group | -16.00 |
| Harbor investment advisory | -25.00 |
| Tyler-stone wealth management | -31.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 444 | 2.07% | 55,020,617 | -2.39% | 1 | 66.25% | 209 | -7.52% | 135 | 15.38% |
| Jun 30, 2024 | 430 | 0.47% | 56,169,086 | 2.47% | 1 | 69.86% | 223 | 16.75% | 115 | -20.14% |
| Mar 31, 2024 | 428 | -2.73% | 54,816,163 | -1.88% | 1 | 71.31% | 191 | -15.49% | 144 | 23.08% |
| Dec 31, 2023 | 440 | 13.40% | 55,865,611 | -3.81% | 1 | 64.04% | 226 | 21.51% | 117 | 37.65% |
| Sep 30, 2023 | 388 | 4.30% | 58,076,063 | -1.64% | 1 | 67.45% | 186 | -9.71% | 85 | 10.39% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Windsor™ II Inv | 2.89M | 0.08% | - |
| DFA International Core Equity I | 2.52M | 0.07% | -132.39K |
| Dimensional International Value ETF | 2.41M | 0.07% | - |
| DFA International Value I | 1.51M | 0.04% | 3.93K |
| Russell Investments Core Equity SMA | 749.35K | 0.02% | - |
| Avantis International Equity ETF | 685.40K | 0.02% | - |
| Dimensional International Core Eq 2 ETF | 654.19K | 0.02% | - |
| DFA Large Cap International I | 519.93K | 0.01% | - |
| DFA International Value III | 470.79K | 0.01% | -4.44K |
| Cookson All-Cap Equity | 333.93K | 0.01% | -11.17K |
HSBC Ownership FAQ
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