Institutional Ownership Hershey CO (HSY)
This table provides information about the institutional ownership of Hershey CO (HSY). We have compiled data on the 1,511 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $21.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
35
shares
|
$6,050
0.0% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
35
shares
|
$6,050
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
35
shares
|
$6,050
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
35
shares
|
$6,050
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
32
shares
|
$5,531
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
30
shares
|
$5,185
0.0% of portfolio
|
Q2 2024
Reduced 47.37%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
29
shares
|
$5,012
0.0% of portfolio
|
Q1 2023
Reduced 39.58%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
28
shares
|
$4,840
0.0% of portfolio
|
Q3 2022
Reduced 20.0%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
28
shares
|
$4,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
27
shares
|
$4,667
0.0% of portfolio
|
Q1 2024
Reduced 91.74%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$4,321
0.0% of portfolio
|
Q3 2023
Reduced 52.83%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
25
shares
|
$4,321
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
25
shares
|
$4,321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
24
shares
|
$4,148
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
24
shares
|
$4,148
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
23
shares
|
$3,975
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
22
shares
|
$3,802
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
21
shares
|
$3,630
0.0% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
20
shares
|
$3,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
20
shares
|
$3,457
0.0% of portfolio
|
Q1 2024
Reduced 56.52%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
18
shares
|
$3,111
0.0% of portfolio
|
Q2 2024
Reduced 21.74%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
17
shares
|
$2,938
0.0% of portfolio
|
Q4 2024
Reduced 48.48%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
17
shares
|
$2,938
0.0% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
17
shares
|
$2,938
0.0% of portfolio
|
Q4 2024
Reduced 84.26%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
17
shares
|
$2,938
0.0% of portfolio
|
Q2 2024
Reduced 82.47%
|