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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
1,880
shares
|
$336,896
0.02% of portfolio
|
Q3 2025
Added 28.68%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,878
shares
|
$336,537
0.01% of portfolio
|
Q4 2023
Added 16.43%
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
1,875
shares
|
$336,000
0.14% of portfolio
|
Q4 2021
Reduced 2.6%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
1,869
shares
|
$334,924
0.02% of portfolio
|
Q2 2022
Reduced 5.51%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
1,857
shares
|
$332,774
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 21, 2026 Q4 2025 |
1,853
shares
|
$332,057
0.05% of portfolio
|
Q4 2025
Reduced 8.85%
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
1,850
shares
|
$331,520
0.25% of portfolio
|
Q3 2022
Reduced 2.63%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
1,839
shares
|
$329,548
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
1,828
shares
|
$327,577
0.01% of portfolio
|
Q4 2023
Reduced 54.86%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,828
shares
|
$327,577
0.01% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
1,821
shares
|
$326,323
0.02% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,816
shares
|
$325,427
0.01% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
1,812
shares
|
$324,710
0.01% of portfolio
|
Q3 2025
Added 20.8%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
1,810
shares
|
$324,352
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
1,807
shares
|
$323,814
0.06% of portfolio
|
Q3 2025
Reduced 35.09%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
1,800
shares
|
$322,560
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
1,799
shares
|
$322,380
0.08% of portfolio
|
Q4 2022
Reduced 5.42%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
1,793
shares
|
$321,305
0.01% of portfolio
|
Q3 2025
Reduced 52.31%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
1,787
shares
|
$320,230
0.02% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
1,783
shares
|
$319,513
0.02% of portfolio
|
Q3 2025
Added 57.93%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
1,766
shares
|
$316,467
0.05% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
1,760
shares
|
$315,392
0.05% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
1,742
shares
|
$312,166
0.09% of portfolio
|
Q4 2022
Reduced 24.26%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,737
shares
|
$311,270
0.02% of portfolio
|
Q3 2025
Reduced 67.48%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
1,735
shares
|
$310,912
0.22% of portfolio
|
Q3 2025
Added 0.87%
|
|