HSBC Ownership | Who Owns HSBC?
HSBC Ownership Summary
HSBC is owned by 0.48% institutional investors, 0.01% insiders, and 99.51% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 0.29% of HSBC shares. GMO Intl Op Value Composite is the top mutual fund, with 0.20% of its assets in HSBC shares.
HSBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HSBC | 0.48% | 0.01% | 99.51% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Diversified Banks Stocks | 29.77% | 0.99% | 69.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dimensional fund advisors lp | 10.63M | 0.29% | $525.88M |
| Morgan stanley | 6.45M | 0.17% | $280.60M |
| Goldman sachs group | 4.67M | 0.13% | $231.14M |
| Sanders capital | 2.98M | 0.08% | $147.45M |
| Fmr | 2.88M | 0.08% | $142.60M |
| Bank of america corp /de/ | 2.82M | 0.08% | $122.66M |
| Blackrock funding, inc. /de | 2.62M | 0.07% | $129.66M |
| Blackrock | 2.41M | 0.06% | $105.05M |
| Northern trust | 1.90M | 0.05% | $82.82M |
| Nomura | 1.09M | 0.03% | $47.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Contrarian capital management | 240.88K | 4.03% | $11.91M |
| Promethos capital | 160.25K | 2.80% | $7.93M |
| Manatuck hill partners | 107.45K | 2.18% | $5.31M |
| Insight folios | 121.53K | 2.17% | $5.29M |
| Cookson peirce | 678.43K | 1.52% | $33.55M |
| Ativo capital management | 28.07K | 1.38% | $1.39M |
| Ramirez asset management | 120.90K | 1.21% | $5.98M |
| Stamos capital partners | 96.48K | 1.12% | $4.77M |
| Raelipskie partnership | 39.34K | 0.97% | $1.95M |
| Old port advisors | 64.05K | 0.91% | $3.17M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nomura | 1.09M | 0.09% | 1.02M |
| Ubs group | 786.33K | 0.01% | 704.84K |
| Fmr | 2.88M | 0.01% | 441.03K |
| Raymond james financial | 360.19K | 0.01% | 360.19K |
| Morgan stanley | 6.45M | 0.02% | 296.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mediolanum funds | - | - | -3.10M |
| Groupama asset managment | - | - | -2.45M |
| Bank of america corp /de/ | 2.82M | 0.01% | -779.54K |
| Millennium management | 11.88K | 0.00% | -312.18K |
| Walleye trading | 127.60K | 0.01% | -226.50K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 360.19K | 0.01% | 360.19K | $17.82M |
| Contrarian capital management | 240.88K | 4.03% | 240.88K | $11.91M |
| Janney capital management | 188.15K | 0.62% | 188.15K | $9.31M |
| Arrowstreet capital, limited partnership | 80.83K | 0.00% | 80.83K | $4.00M |
| First trust advisors lp | 52.28K | 0.00% | 52.28K | $2.59M |
Sold Out
| Holder | Change |
|---|---|
| Northwest financial advisors | -1.00 |
| Macroview investment management | -2.00 |
| Toronto dominion bank | -12.00 |
| Front row advisors | -13.00 |
| Vermillion & white wealth management group | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 310 | -30.80% | 17,315,388 | -68.54% | - | 20.75% | 173 | -18.78% | 74 | -45.19% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| GMO Intl Op Value Composite | 7.23M | 0.20% | 7.23M |
| Vanguard Windsor™ II Inv | 2.89M | 0.08% | - |
| Dimensional International Value ETF | 2.45M | 0.07% | - |
| DFA International Core Equity I | 2.42M | 0.07% | -33.99K |
| DFA International Value I | 1.52M | 0.04% | 2.74K |
| Avantis International Equity ETF | 747.76K | 0.02% | - |
| Russell Investments Core Equity SMA | 749.35K | 0.02% | - |
| First Trust Value Line® Dividend ETF | 703.96K | 0.02% | - |
| Dimensional International Core Eq 2 ETF | 662.57K | 0.02% | - |
| DFA Large Cap International I | 489.95K | 0.01% | -18.52K |
HSBC Ownership FAQ
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