Institutional Ownership Hershey CO (HSY)
This table provides information about the institutional ownership of Hershey CO (HSY). We have compiled data on the 1,556 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 |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
35
shares
|
$6,272
0.0% of portfolio
|
Q2 2025
Reduced 95.24%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
34
shares
|
$6,092
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
34
shares
|
$6,092
0.0% of portfolio
|
Q4 2025
Reduced 20.93%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
34
shares
|
$6,092
0.0% of portfolio
|
Q2 2025
Reduced 43.33%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
33
shares
|
$5,913
0.0% of portfolio
|
Q2 2025
Added 32.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
32
shares
|
$5,734
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
31
shares
|
$5,555
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
31
shares
|
$5,555
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
31
shares
|
$5,555
0.01% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
31
shares
|
$5,555
0.0% of portfolio
|
Q3 2025
Added 181.82%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
29
shares
|
$5,196
0.0% of portfolio
|
Q3 2025
Added 52.63%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
28
shares
|
$5,017
0.0% of portfolio
|
Q3 2022
Reduced 20.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
28
shares
|
$5,017
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
27
shares
|
$4,838
0.0% of portfolio
|
Q1 2024
Reduced 91.74%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
26
shares
|
$4,659
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
26
shares
|
$4,659
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$4,480
0.0% of portfolio
|
Q3 2023
Reduced 52.83%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
25
shares
|
$4,480
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
25
shares
|
$4,480
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
25
shares
|
$4,480
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
24
shares
|
$4,300
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 20, 2026 Q4 2025 |
23
shares
|
$4,121
0.0% of portfolio
|
Q4 2025
Added 4.55%
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
20
shares
|
$3,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
20
shares
|
$3,584
0.0% of portfolio
|
Q1 2024
Reduced 56.52%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
19
shares
|
$3,404
0.0% of portfolio
|
Q4 2025
New holding
|
|