Institutional Ownership Hershey CO (HSY)
This table provides information about the institutional ownership of Hershey CO (HSY). We have compiled data on the 1,538 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
39
shares
|
$6,893
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
37
shares
|
$6,539
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
37
shares
|
$6,539
0.0% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
36
shares
|
$6,363
0.0% of portfolio
|
Q4 2024
Added 63.64%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
35
shares
|
$6,186
0.0% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
35
shares
|
$6,186
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
34
shares
|
$6,009
0.0% of portfolio
|
Q2 2025
Added 142.86%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
34
shares
|
$6,009
0.0% of portfolio
|
Q2 2025
Reduced 43.33%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
33
shares
|
$5,832
0.0% of portfolio
|
Q2 2025
Added 32.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
33
shares
|
$5,832
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
32
shares
|
$5,656
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
32
shares
|
$5,656
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
30
shares
|
$5,302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$5,302
0.0% of portfolio
|
Q2 2024
Reduced 47.37%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
30
shares
|
$5,302
0.02% of portfolio
|
Q1 2025
Reduced 85.29%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
28
shares
|
$4,949
0.0% of portfolio
|
Q3 2022
Reduced 20.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
27
shares
|
$4,772
0.0% of portfolio
|
Q1 2024
Reduced 91.74%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
26
shares
|
$4,595
0.0% of portfolio
|
Q2 2025
Added 271.43%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$4,418
0.0% of portfolio
|
Q3 2023
Reduced 52.83%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
25
shares
|
$4,418
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
25
shares
|
$4,418
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
24
shares
|
$4,242
0.0% of portfolio
|
Q1 2025
Added 118.18%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
22
shares
|
$3,888
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
22
shares
|
$3,888
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
20
shares
|
$3,535
0.0% of portfolio
|
Q4 2024
New holding
|