Institutional Ownership Hershey CO (HSY)
This table provides information about the institutional ownership of Hershey CO (HSY). We have compiled data on the 1,539 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $21.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
3,273
shares
|
$567,178
0.22% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
3,266
shares
|
$565,965
0.22% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
3,250
shares
|
$563,192
0.15% of portfolio
|
Q2 2023
Reduced 3.7%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
3,217
shares
|
$557,473
0.14% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
America First Investment Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,217
shares
|
$557,473
0.16% of portfolio
|
Q1 2024
Reduced 10.01%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
3,214
shares
|
$556,954
0.0% of portfolio
|
Q3 2024
Reduced 23.75%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
3,199
shares
|
$554,354
0.49% of portfolio
|
Q3 2022
Added 37.3%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
3,170
shares
|
$549,329
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
3,170
shares
|
$549,329
0.22% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,170
shares
|
$549,329
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
3,159
shares
|
$547,423
0.27% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,159
shares
|
$547,423
0.01% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
3,127
shares
|
$541,877
0.06% of portfolio
|
Q3 2024
Added 139.98%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
3,127
shares
|
$541,877
0.02% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
3,116
shares
|
$539,971
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
3,109
shares
|
$538,758
0.04% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,100
shares
|
$537,199
0.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
3,075
shares
|
$532,866
0.07% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
3,074
shares
|
$532,693
0.07% of portfolio
|
Q3 2024
Added 26.04%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,066
shares
|
$531,307
0.03% of portfolio
|
Q1 2023
Added 76.92%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,065
shares
|
$531,133
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,055
shares
|
$529,400
0.32% of portfolio
|
Q2 2024
Reduced 7.31%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
3,053
shares
|
$529,054
0.01% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
3,046
shares
|
$527,841
0.02% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
3,025
shares
|
$524,202
0.19% of portfolio
|
Q2 2024
Reduced 3.2%
|