Hershey (HSY) Institutional Ownership

$197.92
+2.04 (+1.04%)
(As of 05/3/2024 ET)

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

Current
Institutional Ownership
Percentage
57.96%
Number of
Institutional Buyers
(last 12 months)
848
Total
Institutional Inflows
(last 12 months)
$4.91B
Number of
Institutional Sellers
(last 12 months)
610
Total
Institutional Outflows
(last 12 months)
$12.86B
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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
5/4/2024SPC Financial Inc.3,780$735K0.1%+2.0%0.002%
5/4/2024Geneos Wealth Management Inc.17,555$3.41M0.2%+262.0%0.009%
5/4/2024Valley Wealth Managers Inc.1,882$366K0.0%+64.1%0.001%
5/4/2024Commonwealth Retirement Investments LLC6,977$1.36M0.6%+46.0%0.003%
5/4/2024Bancreek Capital Management LP31,891$6.20M4.6%+1.4%0.016%
5/4/2024Csenge Advisory Group1,561$304K0.0%-80.1%0.001%
5/3/2024Avidian Wealth Solutions LLC5,031$979K0.0%+49.7%0.002%
5/3/2024Markel Group Inc.9,500$1.85M0.0%N/A0.005%
5/3/2024Rehmann Capital Advisory Group1,165$227K0.0%+5.4%0.001%
5/3/2024Chevy Chase Trust Holdings LLC88,359$17.19M0.1%-1.1%0.043%
5/3/2024Easterly Investment Partners LLC23,049$4.48M0.3%N/A0.011%
5/3/2024BI Asset Management Fondsmaeglerselskab A S5,016$976K0.0%-92.7%0.002%
5/3/2024CapWealth Advisors LLC63,178$12.29M1.4%+0.6%0.031%
5/2/2024Mutual Advisors LLC9,636$1.87M0.1%+9.1%0.005%
5/2/2024Suncoast Equity Management13,047$2.54M0.3%+8.7%0.006%
5/2/2024Smart Money Group LLC2,143$416K0.2%+81.6%0.001%
5/2/2024Financial Counselors Inc.6,632$1.29M0.0%-2.8%0.003%
5/2/2024Peregrine Asset Advisers Inc.3,366$655K0.3%N/A0.002%
5/2/2024Jennison Associates LLC167,932$32.66M0.0%+20.1%0.082%
5/2/2024Mutual of America Capital Management LLC19,631$3.82M0.0%-18.6%0.010%
5/2/2024FinTrust Capital Advisors LLC2,378$463K0.1%+821.7%0.001%
5/2/2024Daiwa Securities Group Inc.15,583$3.03M0.0%+2.3%0.008%
5/2/2024Haverford Trust Co5,351$1.04M0.0%-73.6%0.003%
5/2/2024Value Partners Investments Inc.15,967$3.11M0.1%+1.0%0.008%
5/2/2024Pittenger & Anderson Inc.15,734$3.06M0.1%+4.2%0.008%
5/2/2024Nordea Investment Management AB2,294,349$451.09M0.5%-2.6%1.125%
5/2/2024Slocum Gordon & Co LLP693$135K0.1%N/A0.000%
5/2/2024Hendley & Co. Inc.45,094$8.77M3.1%+0.4%0.022%
5/2/2024Bryn Mawr Capital Management LLC256,447$49.88M2.7%+3,404.3%0.126%
5/2/2024Fidelis Capital Partners LLC1,263$246K0.0%-35.3%0.001%
5/2/2024Tobam63,285$12.31M1.1%-37.9%0.031%
5/2/2024 Moloney Securities Asset Management LLC2,855$555K0.1%+64.6%0.001%
5/2/2024 Valley Brook Capital Group Inc.4,006$779K0.6%+8.5%0.002%
5/2/2024 Hussman Strategic Advisors Inc.21,000$4.08M0.9%+42.9%0.010%
5/2/2024 Schulhoff & Co. Inc.2,706$526K0.2%+10.2%0.001%
5/1/2024 Janney Montgomery Scott LLC117,014$22.76M0.1%+12.8%0.057%
5/1/2024 Mirae Asset Global Investments Co. Ltd.91,766$19.63M0.0%+119.8%0.045%
5/1/2024 Baillie Gifford & Co.144,003$28.01M0.0%+56.0%0.071%
5/1/2024 Prosperity Consulting Group LLC19,095$3.71M0.5%N/A0.009%
5/1/2024 Stegent Equity Advisors Inc.5,907$1.15M1.2%+44.2%0.003%
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5/1/2024 Northcape Wealth Management LLC1,369$266K0.1%-5.8%0.001%
5/1/2024 Sequoia Financial Advisors LLC6,801$1.32M0.0%-89.2%0.003%
4/30/2024 Private Advisor Group LLC19,179$3.73M0.0%+6.1%0.009%
4/30/2024 J.W. Cole Advisors Inc.2,520$490K0.0%-7.1%0.001%
4/30/2024 Granite Harbor Advisors Inc.1,148$223K0.2%N/A0.001%
4/30/2024 Hartline Investment Corp2,152$419K0.1%N/A0.001%
4/30/2024 Mcintyre Freedman & Flynn Investment Advisers Inc.8,652$1.68M1.2%-1.1%0.004%
4/30/2024 Longbow Finance SA30,153$5.87M0.6%-8.9%0.015%
4/30/2024 Norden Group LLC1,923$374K0.0%N/A0.001%
4/30/2024 Dillon & Associates Inc.3,898$756K0.1%+12.8%0.002%
4/30/2024 Van ECK Associates Corp28,392$5.52M0.0%+11.8%0.014%
4/30/2024 JLB & Associates Inc.25,222$4.91M0.7%+52.9%0.012%
4/30/2024 Fortis Group Advisors LLC732$142K0.0%-95.5%0.000%
4/30/2024 HB Wealth Management LLC1,864$363K0.0%+27.3%0.001%
4/30/2024 Turtle Creek Wealth Advisors LLC17,444$3.39M0.8%+65.7%0.009%
4/30/2024 SpiderRock Advisors LLC9,264$1.83M0.0%N/A0.005%
4/30/2024 Summit Place Financial Advisors LLC14,811$2.88M1.7%+8.5%0.007%
4/30/2024 MN Wealth Advisors LLC1,790$348K0.2%+5.0%0.001%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.11,600$2.26M0.0%-33.6%0.006%
4/30/2024 Arkadios Wealth Advisors1,141$222K0.0%-25.7%0.001%
4/30/2024 Troy Asset Management Ltd126,170$24.54M0.8%+3.0%0.062%
4/30/2024 Caprock Group LLC1,355$264K0.0%-15.7%0.001%
4/30/2024 Perigon Wealth Management LLC1,697$330K0.0%+26.4%0.001%
4/30/2024 Hutchens & Kramer Investment Management Group LLC1,077$213K0.1%N/A0.001%
4/30/2024 Hazlett Burt & Watson Inc.6,238$1.22M0.7%+18.6%0.003%
4/29/2024Commonwealth Equity Services LLC85,612$16.65M0.0%+20.0%0.042%
4/29/2024 Field & Main Bank3,907$760K0.3%-8.4%0.002%
4/29/2024 Greenleaf Trust10,275$2.00M0.0%+5.0%0.005%
4/29/2024 Principal Financial Group Inc.419,947$81.68M0.0%+98.4%0.206%
4/29/2024 Benjamin Edwards Inc.2,369$461K0.1%+116.9%0.001%
4/29/2024 Crew Capital Management Ltd.4,063$790K0.6%N/A0.002%
4/29/2024 Benjamin F. Edwards & Company Inc.79,302$15.42M0.3%+129.1%0.039%
4/29/2024 Lederer & Associates Investment Counsel CA8,588$1.67M1.2%+15.0%0.004%
4/29/2024 Monte Financial Group LLC31,152$6.06M2.7%+94.3%0.015%
4/29/2024 Heritage Investors Management Corp26,375$5.13M0.2%-1.4%0.013%
4/29/2024 RWA Wealth Partners LLC7,297$1.42M0.0%-4.7%0.004%
4/29/2024 Tower Bridge Advisors2,700$525K0.1%-66.3%0.001%
4/29/2024 Summit Global Investments84,566$16.45M1.2%-30.6%0.041%
4/29/2024 Mn Services Vermogensbeheer B.V.60,569$11.78M0.1%-12.8%0.030%
4/29/2024 Argyle Capital Management Inc.13,098$2.55M1.0%-5.4%0.006%
4/27/2024 Weatherly Asset Management L. P.2,705$526K0.1%-6.9%0.001%
4/27/2024 Conning Inc.1,134$221K0.0%-6.6%0.001%
4/26/2024 Pinnacle Associates Ltd.1,768$344K0.0%-23.1%0.001%
4/26/2024 Securian Asset Management Inc.8,766$1.71M0.1%-7.4%0.004%
4/26/2024 BLB&B Advisors LLC4,020$782K0.0%-2.4%0.002%
4/26/2024 GUNN & Co INVESTMENT MANAGEMENT INC.7,329$1.43M1.1%N/A0.004%
4/26/2024 Yousif Capital Management LLC24,472$4.76M0.1%-3.0%0.012%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA700$136K0.1%-7.2%0.000%
4/26/2024 SlateStone Wealth LLC5,989$1.17M0.1%+3.5%0.003%
4/26/2024 McKinley Carter Wealth Services Inc.1,650$321K0.0%-3.5%0.001%
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4/26/2024 SYSTM Wealth Solutions LLC31,844$6.19M0.8%N/A0.016%
4/26/2024 Sumitomo Life Insurance Co.3,625$705K0.0%-2.4%0.002%
4/26/2024 Mesirow Financial Investment Management Inc.20,214$3.93M0.1%N/A0.010%
4/26/2024 LifePro Asset Management1,304$254K0.2%N/A0.001%
4/26/2024 KG&L Capital Management LLC1,993$388K0.2%-14.7%0.001%
4/26/2024 Checchi Capital Advisers LLC1,273$248K0.0%-5.1%0.001%
4/26/2024 Meridian Wealth Management LLC1,900$370K0.1%-42.4%0.001%
4/25/2024 Lindbrook Capital LLC526$102K0.0%+28.9%0.000%
4/25/2024 New York State Teachers Retirement System136,983$26.64M0.1%-6.0%0.067%
4/25/2024 TRUE Private Wealth Advisors2,023$393K0.0%+6.3%0.001%
(Data available from 1/1/2016 forward)

HSY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HSY shares?

During the previous two years, 1,411 institutional investors and hedge funds held shares of Hershey. The most heavily invested institutionals were Arete Wealth Advisors LLC ($255.76B), Triasima Portfolio Management inc. ($7.77B), BlackRock Inc. ($3.79B), Vanguard Group Inc. ($2.83B), State Street Corp ($1.78B), Geode Capital Management LLC ($792.59M), and Renaissance Technologies LLC ($573.25M).Learn more on HSY's institutional investors.

What percentage of Hershey stock is owned by institutional investors?

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

Which institutional investors have been buying Hershey stock?

Of the 1,221 institutional investors that purchased Hershey stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($4.34M), Norges Bank ($1.87M), Nordea Investment Management AB ($1.55M), GQG Partners LLC ($1.50M), BlackRock Inc. ($1.05M), Aaron Wealth Advisors LLC ($1.03M), and Axiom Investors LLC DE ($833.37K).

How much institutional buying is happening at Hershey?

Institutional investors have bought a total of 36,973,845 shares in the last 24 months. This purchase volume represents approximately $8.22B in transactions.

Which Hershey major shareholders have been selling company stock?

Of the 845 institutional investors that sold Hershey stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hershey Trust Co. ($55.20M), Victory Capital Management Inc. ($2.41M), Renaissance Technologies LLC ($1.38M), Wellington Management Group LLP ($1.20M), Aaron Wealth Advisors LLC ($1.03M), Los Angeles Capital Management LLC ($870.95K), and Acadian Asset Management LLC ($528.97K).

How much institutional selling is happening at Hershey?

Institutional investors have sold a total of 80,434,710 shares in the last 24 months. This volume of shares sold represents approximately $15.77B in transactions.


This page (NYSE:HSY) was last updated on 5/4/2024 by MarketBeat.com Staff

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