Institutional Ownership Hershey CO (HSY)
This table provides information about the institutional ownership of Hershey CO (HSY). We have compiled data on the 1,552 institutions that hold shares in the stock, with a total of 128 Million shares, which have been reported (via 13F filing form) to have a value of $23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
3,752
shares
|
$672,358
0.03% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
3,738
shares
|
$669,849
0.01% of portfolio
|
Q4 2025
Added 22.96%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,737
shares
|
$669,670
0.09% of portfolio
|
Q2 2023
Reduced 5.08%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,737
shares
|
$669,670
0.09% of portfolio
|
Q2 2023
Reduced 5.08%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Nov 13, 2025 Q3 2025 |
3,729
shares
|
$668,236
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
3,685
shares
|
$660,352
0.03% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
3,683
shares
|
$659,993
0.03% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
3,676
shares
|
$658,739
0.02% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2025 Q3 2025 |
3,674
shares
|
$658,380
0.07% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,672
shares
|
$658,022
0.0% of portfolio
|
Q3 2025
Added 23.51%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
3,668
shares
|
$657,305
0.05% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
3,668
shares
|
$657,305
0.1% of portfolio
|
Q4 2025
Reduced 3.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,633
shares
|
$651,033
0.03% of portfolio
|
Q2 2020
Reduced 10.94%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,624
shares
|
$649,420
0.02% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
3,617
shares
|
$648,166
0.04% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,602
shares
|
$645,478
0.01% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
3,600
shares
|
$645,120
0.15% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
3,600
shares
|
$645,120
0.04% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
3,595
shares
|
$644,224
0.2% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
3,592
shares
|
$643,686
0.14% of portfolio
|
Q4 2025
Reduced 17.01%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,573
shares
|
$640,281
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
3,560
shares
|
$637,952
0.02% of portfolio
|
Q4 2025
Added 1.14%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
3,547
shares
|
$635,622
0.02% of portfolio
|
Q4 2025
Reduced 5.49%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
3,543
shares
|
$634,905
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
3,534
shares
|
$633,292
0.05% of portfolio
|
Q3 2025
Reduced 12.46%
|
|