Institutional Ownership Hershey CO (HSY)
This table provides information about the institutional ownership of Hershey CO (HSY). We have compiled data on the 1,561 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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
23
shares
|
$4,121
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
22
shares
|
$3,942
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
20
shares
|
$3,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
20
shares
|
$3,584
0.0% of portfolio
|
Q1 2024
Reduced 56.52%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
18
shares
|
$3,225
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
18
shares
|
$3,225
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
18
shares
|
$3,225
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
18
shares
|
$3,225
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
17
shares
|
$3,046
0.0% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
17
shares
|
$3,046
0.0% of portfolio
|
Q2 2024
Reduced 82.47%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
17
shares
|
$3,046
0.0% of portfolio
|
Q3 2025
Reduced 93.12%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
16
shares
|
$2,867
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
16
shares
|
$2,867
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
16
shares
|
$2,867
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
15
shares
|
$2,688
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
15
shares
|
$2,688
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
15
shares
|
$2,688
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
14
shares
|
$2,508
0.0% of portfolio
|
Q3 2025
Reduced 86.79%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
14
shares
|
$2,508
0.0% of portfolio
|
Q3 2025
Reduced 79.1%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
12
shares
|
$2,150
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
12
shares
|
$2,150
0.0% of portfolio
|
Q1 2025
Reduced 96.94%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
12
shares
|
$2,150
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
12
shares
|
$2,150
0.0% of portfolio
|
Q3 2025
Reduced 99.71%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
11
shares
|
$1,971
0.0% of portfolio
|
Q3 2025
Added 37.5%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
11
shares
|
$1,971
0.0% of portfolio
|
Q3 2025
New holding
|
|