Institutional Ownership Hershey CO (HSY)
This table provides information about the institutional ownership of Hershey CO (HSY). We have compiled data on the 1,491 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harvey Investment CO LLC
|
Jan 28, 2025 Q4 2024 |
3,674
shares
|
$580,051
0.07% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
3,662
shares
|
$578,156
0.01% of portfolio
|
Q4 2024
Reduced 65.32%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
3,647
shares
|
$575,788
0.16% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,633
shares
|
$573,578
0.03% of portfolio
|
Q2 2020
Reduced 10.94%
|
|
|
Dillon & Associates Inc
|
Feb 11, 2025 Q4 2024 |
3,632
shares
|
$573,420
0.09% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,624
shares
|
$572,157
0.02% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,623
shares
|
$571,999
0.01% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
3,611
shares
|
$570,104
0.03% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
3,600
shares
|
$568,368
0.04% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
3,591
shares
|
$566,947
0.02% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,585
shares
|
$565,999
0.01% of portfolio
|
Q4 2024
Added 20.75%
|
|
|
Groupama Asset Managment
Paris, I0 |
Feb 12, 2025 Q4 2024 |
3,532
shares
|
$557,632
0.01% of portfolio
|
Q4 2024
Reduced 52.91%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
3,512
shares
|
$554,474
0.09% of portfolio
|
Q4 2024
Reduced 38.52%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,506
shares
|
$553,527
0.02% of portfolio
|
Q4 2022
Reduced 0.74%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
3,490
shares
|
$551,001
0.18% of portfolio
|
Q4 2024
Added 15.75%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
3,488
shares
|
$550,685
0.06% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
3,463
shares
|
$546,738
0.23% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
3,453
shares
|
$545,159
0.04% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
3,420
shares
|
$539,949
0.36% of portfolio
|
Q4 2020
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
3,311
shares
|
$522,740
0.02% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
3,310
shares
|
$522,582
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
3,309
shares
|
$522,424
0.09% of portfolio
|
Q1 2024
Added 53.69%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
3,309
shares
|
$522,424
0.01% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
3,298
shares
|
$520,688
0.25% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Feb 14, 2025 Q4 2024 |
3,292
shares
|
$519,740
0.18% of portfolio
|
Q4 2024
New holding
|