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 |
|---|---|---|---|---|---|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,732
shares
|
$310,374
0.09% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
1,723
shares
|
$308,761
0.01% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
1,721
shares
|
$308,403
0.02% of portfolio
|
Q4 2025
Reduced 1.49%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,720
shares
|
$308,224
0.01% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,716
shares
|
$307,507
0.03% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,716
shares
|
$307,507
0.08% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,709
shares
|
$306,252
0.02% of portfolio
|
Q4 2024
Reduced 14.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,705
shares
|
$305,536
0.01% of portfolio
|
Q3 2025
Reduced 68.28%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,704
shares
|
$305,356
0.0% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,702
shares
|
$304,998
0.0% of portfolio
|
Q4 2025
Added 7.45%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
1,700
shares
|
$304,640
0.04% of portfolio
|
Q3 2025
Reduced 19.05%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
1,686
shares
|
$302,131
0.14% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 12, 2025 Q3 2025 |
1,686
shares
|
$302,131
0.02% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
1,675
shares
|
$300,160
0.04% of portfolio
|
Q1 2025
Reduced 37.96%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
1,674
shares
|
$299,980
0.01% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
1,664
shares
|
$298,188
0.02% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
1,650
shares
|
$295,680
0.04% of portfolio
|
Q2 2024
Reduced 45.0%
|
|
|
Enhancing Capital LLC
|
Nov 13, 2025 Q3 2025 |
1,647
shares
|
$295,142
0.23% of portfolio
|
Q3 2025
Reduced 34.38%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
1,635
shares
|
$292,992
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
1,634
shares
|
$292,812
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
1,627
shares
|
$291,558
0.2% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 29, 2025 Q3 2025 |
1,625
shares
|
$291,200
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
1,620
shares
|
$290,304
0.02% of portfolio
|
Q4 2025
Added 23.95%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
1,608
shares
|
$288,153
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
1,603
shares
|
$287,257
0.02% of portfolio
|
Q3 2025
New holding
|
|