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Hershey (HSY) Institutional Ownership

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$174.43 +2.29 (+1.33%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$174.42 -0.01 (-0.01%)
As of 07/24/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Hershey (NYSE:HSY)

Current
Institutional Ownership
Percentage
57.96%
Number of
Institutional Buyers
(last 12 months)
858
Total
Institutional Inflows
(last 12 months)
$3.92B
Number of
Institutional Sellers
(last 12 months)
647
Total
Institutional Outflows
(last 12 months)
$12.42B
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HSY Institutional Buying and Selling by Quarter

Hershey Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2026Boston Trust Walden Corp30,553$5.36M0.0%+0.6%0.015%
7/25/2026Bartlett & CO. Wealth Management LLC5,484$962K0.0%+39.6%0.003%
7/25/2026Silver Coast Investments LLC4,171$732K0.2%+19.5%0.002%
7/25/2026Greenwood Gearhart LLC1,367$240K0.0%N/A0.001%
7/24/2026Avidian Wealth Enterprises LLC3,210$563K0.0%-11.9%0.002%
7/24/2026D.A. Davidson & CO.13,232$2.32M0.0%-1.8%0.007%
7/24/2026Benjamin Edwards Inc.38,869$6.82M0.1%+9.9%0.019%
7/24/2026Nilsine Partners LLC2,001$351K0.0%N/A0.001%
7/24/2026Signaturefd LLC2,917$512K0.0%-7.1%0.001%
7/24/2026Intelligent Financial Strategies1,685$296K0.1%-20.7%0.001%
7/24/2026 Forum Financial Management LP3,311$581K0.0%-2.3%0.002%
7/23/2026 Johnson Investment Counsel Inc.12,531$2.20M0.0%-15.5%0.006%
7/23/2026 Jones Kertz & Associates Inc.5,806$1.02M0.5%-11.8%0.003%
7/23/2026 Capital Investment Advisory Services LLC1,847$324K0.0%+6.8%0.001%
7/23/2026 Steigerwald Gordon & Koch Inc.155$27K0.0%-49.2%0.000%
7/23/2026 ABN Amro Investment Solutions13,652$2.40M0.0%+34.6%0.007%
7/23/2026 Securian Asset Management Inc.3,884$666K0.0%-2.5%0.002%
7/23/2026 Apollon Wealth Management LLC5,045$885K0.0%-5.7%0.002%
7/23/2026 SBI Securities Co. Ltd.1,457$256K0.0%+30.8%0.001%
7/23/2026 Klein Pavlis & Peasley Financial Inc.6,582$1.16M0.6%+4.3%0.003%
7/23/2026 Confluence Wealth Services Inc.5,861$1.03M0.0%+209.8%0.003%
7/22/2026 Exchange Traded Concepts LLC10,334$1.81M0.0%+48.4%0.005%
7/22/2026 Allegheny Financial Group8,173$1.43M0.2%+1.1%0.004%
7/22/2026 Fourpath Capital Management LLC2,580$453K0.1%N/A0.001%
7/22/2026 Mirae Asset Global Investments Co. Ltd.156,826$27.52M0.0%+13.7%0.077%
7/22/2026 Herold Advisors Inc.4,130$728K0.1%-3.0%0.002%
7/22/2026 Sumitomo Mitsui DS Asset Management Company Ltd24,393$4.28M0.0%+2.9%0.012%
7/22/2026 Raleigh Capital Management Inc.4,636$813K0.3%+1,544.0%0.002%
7/22/2026 Laurel Oak Wealth Management LLC5,186$910K0.1%+11.8%0.003%
7/21/2026 Columbia Asset Management2,189$384K0.1%-13.3%0.001%
7/21/2026 Envestnet Portfolio Solutions Inc.17,171$3.01M0.0%+9.9%0.008%
7/21/2026 Opal Wealth Advisors LLC1,242$218K0.0%+108.7%0.001%
7/21/2026 Rydar Equities Inc.1,515$256K0.1%+7.9%0.001%
7/21/2026 First Pacific Financial200$35K0.0%N/A0.000%
7/21/2026 IFP Advisors Inc1,672$293K0.0%+10.8%0.001%
7/21/2026 Gateway Investment Advisers LLC1,355$238K0.0%-46.9%0.001%
7/21/2026 Merit Financial Group LLC26,536$4.66M0.0%-4.3%0.013%
7/20/2026 Palisade Asset Management LLC48,661$8.54M0.8%+2.1%0.024%
7/20/2026 Hixon Zuercher LLC4,214$739K0.2%+3.1%0.002%
7/20/2026 Poehling Capital Management INC.35,266$6.19M1.3%-0.8%0.017%
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7/20/2026 Isthmus Partners LLC60,614$10.64M1.0%+2.2%0.030%
7/20/2026 Mission Wealth Management LP1,882$330K0.0%-31.2%0.001%
7/20/2026 Sowell Financial Services LLC16,684$2.93M0.1%+13.5%0.008%
7/20/2026 Alpha Zero LLC1,427$249K0.1%N/A0.001%
7/10/2026 Butensky & Cohen Financial Security Inc.27,128$4.76M1.2%+4.0%0.013%
7/10/2026 JFS Wealth Advisors LLC187$33K0.0%-73.1%0.000%
7/10/2026 Tema ETFs LLC3,275$575K0.0%+47.8%0.002%
7/10/2026 Fruth Investment Management29,614$5.20M1.2%-1.6%0.015%
7/10/2026 Handelsbanken Fonder AB87,339$15.32M0.0%+20.5%0.043%
7/10/2026 LVM Capital Management Ltd. MI13,754$2.41M0.2%-4.0%0.007%
7/10/2026 Fulton Bank N.A.7,119$1.25M0.0%+341.6%0.004%
7/10/2026 Wealthcare Advisory Partners LLC1,299$228K0.0%-10.2%0.001%
7/9/2026 Revolve Wealth Partners LLC1,914$336K0.0%N/A0.001%
7/9/2026 Focus Financial Network Inc.1,417$249K0.0%+10.7%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.5,418$951K0.0%+40.4%0.003%
7/9/2026 Valeo Financial Advisors LLC6,453$1.13M0.0%-7.8%0.003%
7/8/2026 Rockland Trust Co.3,179$558K0.0%+3.2%0.002%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,078$189K0.1%+104.2%0.001%
7/8/2026 Trust Point Inc.1,436$252K0.0%-5.6%0.001%
7/8/2026 Cooper Financial Group1,215$213K0.0%-12.4%0.001%
7/8/2026 Czech National Bank42,192$7.40M0.0%+4.6%0.021%
7/8/2026 Assenagon Asset Management S.A.238,282$41.81M0.1%+4,450.0%0.117%
7/8/2026 Lincoln Capital LLC2,508$440K0.1%-15.1%0.001%
7/7/2026 Mechanics Bank Trust Department1,320$232K0.0%-17.5%0.001%
7/7/2026 Dynamic Advisor Solutions LLC1,455$255K0.0%N/A0.001%
7/7/2026 GAMMA Investing LLC9,356$1.64M0.1%-11.7%0.005%
7/7/2026 Avior Wealth Management LLC1,202$211K0.0%-13.9%0.001%
7/7/2026 Arlington Trust Co LLC269$47K0.0%+289.9%0.000%
7/7/2026 CoreCap Advisors LLC8,554$1.50M0.0%-1.7%0.004%
7/2/2026 MassMutual Private Wealth & Trust FSB9,076$1.59M0.0%+75.2%0.004%
7/2/2026 Versant Capital Management Inc1,141$200K0.0%-45.5%0.001%
7/2/2026 CX Institutional6,378$1.12M0.0%+20.1%0.003%
7/1/2026 Confluence Investment Management LLC663,243$116.37M1.8%-3.9%0.327%
6/22/2026 Sapient Capital LLC1,601$333K0.0%+39.2%0.001%
6/18/2026Western Wealth Management LLC2,144$446K0.0%N/A0.001%
6/18/2026Pacer Advisors Inc.7,436$1.55M0.0%-98.7%0.004%
6/16/2026Empowered Funds LLC33,268$6.92M0.0%+29.8%0.016%
6/8/2026Pine Valley Investments Ltd Liability Co1,970$409K0.0%+8.5%0.001%
6/8/2026Farmers National Bank2,311$480K0.1%+83.7%0.001%
6/3/2026 Wealthquest Corp5,876$1.22M0.1%-18.8%0.003%
6/3/2026Parallel Advisors LLC3,408$709K0.0%+10.3%0.002%
6/3/2026NewEdge Advisors LLC24,724$5.14M0.0%-0.7%0.012%
5/29/2026Ipsen Advisor Group LLC2,112$439K0.3%-50.0%0.001%
5/27/2026Birmingham Capital Management Co. Inc. AL22,375$4.65M2.0%-1.8%0.011%
5/26/2026Glenmede Trust Co. NA32,943$6.85M0.0%-1.2%0.016%
5/22/2026 Summitry LLC2,364$491K0.0%+42.0%0.001%
5/21/2026 GKV Capital Management Co. Inc.132$27K0.0%N/A0.000%
5/21/2026Groupe la Francaise1,015$211K0.0%N/A0.001%
5/19/2026Western Wealth Management LLC2,144$446K0.0%N/A0.001%
5/19/2026NewEdge Advisors LLC24,119$5.01M0.1%-3.2%0.012%
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5/19/2026Bank of America Corp DE1,395,644$290.14M0.0%+10.0%0.688%
5/19/2026Kentucky Retirement Systems12,368$2.57M0.1%+35.2%0.006%
5/19/2026Janus Henderson Group PLC18,986$3.95M0.0%+72.7%0.009%
5/19/2026Centaurus Financial Inc.869$181K0.0%-14.2%0.000%
5/19/2026Cim LLC19,292$4.01M0.6%+51.6%0.010%
5/19/2026Ashton Thomas Securities LLC11,723$2.44M0.3%-4.3%0.006%
5/19/2026Arkadios Wealth Advisors6,287$1.31M0.0%-6.7%0.003%
5/19/2026Smith Group Asset Management LLC3,260$678K0.0%N/A0.002%
5/19/2026Opal Capital LLC42,634$8.86M1.6%+38.7%0.021%
5/18/2026Sunbelt Securities Inc.6,154$1.28M0.1%-11.2%0.003%


HSY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,562 institutional investors and hedge funds held shares of Hershey. The most heavily invested institutionals were Vanguard Group Inc. ($3.47B), Capital International Investors ($1.66B), State Street Corp ($1.31B), Charles Schwab Investment Management Inc. ($967.34M), Geode Capital Management LLC ($876.43M), Royal Bank of Canada ($631.25M), and Morgan Stanley ($602.07M).Learn more on Hershey's institutional investors.

57.96% of Hershey's stock is owned by institutional investors. Learn more on HSY's institutional investor holdings.

Of the 1,315 institutional investors that purchased Hershey's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($3.15M), Norges Bank ($2.94M), First Trust Advisors LP ($1.73M), Balyasny Asset Management L.P. ($1.53M), Pacer Advisors Inc. ($1.38M), GAMMA Investing LLC ($1.01M), and Charles Schwab Investment Management Inc. ($962.82K).

Institutional investors have bought a total of 21,566,966 shares in the last 24 months. This purchase volume represents approximately $3.92B in transactions.

Of the 647 institutional investors that sold Hershey's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hershey Trust Co. ($54.61M), Capital International Investors ($1.73M), Pacer Advisors Inc. ($1.38M), First Trust Advisors LP ($1.01M), Amundi ($643.38K), Macquarie Group Ltd. ($578.42K), and Thrivent Financial for Lutherans ($523.28K).

Institutional investors have sold a total of 68,042,725 shares in the last 24 months. This volume of shares sold represents approximately $12.42B in transactions.



This page (NYSE:HSY) was last updated on 7/26/2026 by MarketBeat.com Staff.
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