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 |
|---|---|---|---|---|---|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
20
shares
|
$3,535
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
20
shares
|
$3,535
0.0% of portfolio
|
Q1 2024
Reduced 56.52%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
19
shares
|
$3,358
0.0% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
18
shares
|
$3,181
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
18
shares
|
$3,181
0.0% of portfolio
|
Q1 2025
Added 80.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
18
shares
|
$3,181
0.01% of portfolio
|
Q1 2025
Reduced 72.31%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
17
shares
|
$3,004
0.0% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
17
shares
|
$3,004
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
17
shares
|
$3,004
0.0% of portfolio
|
Q2 2024
Reduced 82.47%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
16
shares
|
$2,828
0.0% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
15
shares
|
$2,651
0.0% of portfolio
|
Q4 2022
Added 7.14%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
15
shares
|
$2,651
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
15
shares
|
$2,651
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
14
shares
|
$2,474
0.0% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
14
shares
|
$2,474
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
12
shares
|
$2,121
0.0% of portfolio
|
Q1 2025
Reduced 96.94%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
12
shares
|
$2,121
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
12
shares
|
$2,121
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
11
shares
|
$1,944
0.0% of portfolio
|
Q1 2025
Reduced 99.31%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
11
shares
|
$1,944
0.0% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
11
shares
|
$1,944
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
10
shares
|
$1,767
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
10
shares
|
$1,767
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
10
shares
|
$1,767
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
10
shares
|
$1,767
0.0% of portfolio
|
Q4 2024
New holding
|