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Hershey (HSY) Institutional Ownership

$197.83
+4.70 (+2.43%)
(As of 05/31/2024 ET)

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

Current
Institutional Ownership
Percentage
57.96%
Number of
Institutional Buyers
(last 12 months)
835
Total
Institutional Inflows
(last 12 months)
$4.74B
Number of
Institutional Sellers
(last 12 months)
594
Total
Institutional Outflows
(last 12 months)
$12.49B
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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
5/30/2024 Peninsula Wealth LLC1,100$214K0.0%N/A0.001%
5/29/2024 Pathway Financial Advisers LLC570$111K0.0%N/A0.000%
5/29/2024 Birmingham Capital Management Co. Inc. AL30,789$5.99M2.2%-1.4%0.015%
5/29/2024 Soltis Investment Advisors LLC19,861$3.86M0.4%+555.0%0.010%
5/29/2024 Clean Yield Group1,000$194K0.1%-9.1%0.000%
5/28/2024 Teachers Retirement System of The State of Kentucky12,183$2.37M0.0%-4.9%0.006%
5/24/2024 Cetera Advisors LLC14,146$2.75M0.0%+28.1%0.007%
5/24/2024 Cetera Investment Advisers78,775$15.32M0.0%+457.7%0.039%
5/22/2024 Burney Co.91,107$17.72M0.7%+568.7%0.045%
5/21/2024 Atria Investments Inc32,581$6.34M0.1%+30.5%0.016%
5/21/2024 Swedbank AB131,559$25.59M0.0%N/A0.065%
5/21/2024 Arrow Financial Corp2,675$520K0.1%N/A0.001%
5/20/2024 Independent Wealth Network Inc.4,314$839K0.4%-2.7%0.002%
5/20/2024 Virtu Financial LLC11,322$2.20M0.2%-50.5%0.006%
5/20/2024 Highlander Capital Management LLC259$50K0.0%+53.3%0.000%
5/20/2024 Pacific Center for Financial Services746$145K0.0%+280.6%0.000%
5/17/2024 Citizens Financial Group Inc. RI30,785$5.99M0.2%-9.5%0.015%
5/17/2024 Heartland Bank & Trust Co1,864$363K0.2%N/A0.001%
5/17/2024 Plato Investment Management Ltd7,623$1.48M0.2%+1,494.8%0.004%
5/17/2024 iA Global Asset Management Inc.7,443$1.45M0.0%-45.3%0.004%
5/17/2024 KLCM Advisors Inc.1,067$208K0.0%N/A0.001%
5/17/2024 Vista Investment Partners LLC1,251$243K0.1%-5.2%0.001%
5/17/2024 Comerica Bank49,456$9.62M0.0%+3.4%0.024%
5/17/2024 Tidal Investments LLC11,869$2.31M0.0%+86.7%0.006%
5/16/2024 California State Teachers Retirement System263,154$51.18M0.1%+2.5%0.130%
5/16/2024 Levin Capital Strategies L.P.4,500$875K0.1%N/A0.002%
5/16/2024 B. Riley Wealth Advisors Inc.1,988$398K0.0%-11.9%0.001%
5/16/2024 Ancora Advisors LLC21,059$4.10M0.1%+5,086.9%0.010%
5/16/2024 Fairbanks Capital Management Inc.3,704$720K0.5%N/A0.002%
5/16/2024 Iron Gate Global Advisors LLC56,509$11.09M2.0%N/A0.028%
5/16/2024 Janus Henderson Group PLC1,487,565$289.33M0.2%+6.5%0.736%
5/16/2024 Kingdon Capital Management L.L.C.51,800$10.08M1.1%N/A0.026%
5/16/2024Benchmark Investment Advisors LLC3,500$681K0.5%-30.4%0.002%
5/16/2024 Silvercrest Asset Management Group LLC11,118$2.16M0.0%+4.7%0.005%
5/16/2024 Econ Financial Services Corp6,678$1.30M0.8%+299.6%0.003%
5/15/2024 Ascent Group LLC1,365$265K0.0%-63.7%0.001%
5/15/2024 SVB Wealth LLC2,239$435K0.0%-9.6%0.001%
5/15/2024 Mount Yale Investment Advisors LLC14,974$2.91M0.2%+964.3%0.007%
5/15/2024 Beaird Harris Wealth Management LLC289$56K0.0%+124.0%0.000%
5/15/2024 Public Employees Retirement System of Ohio70,495$13.71M0.1%-7.9%0.035%
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5/15/2024 Public Employees Retirement Association of Colorado21,129$4.11M0.0%-2.2%0.010%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund4,946$962K0.1%-7.4%0.002%
5/15/2024 Kentucky Retirement Systems11,383$2.21M0.1%-5.1%0.006%
5/15/2024 Price T Rowe Associates Inc. MD267,259$51.98M0.0%-9.8%0.132%
5/15/2024 BOKF NA17,303$3.43M0.1%+27.1%0.009%
5/15/2024 Magnetar Financial LLC1,217$237K0.0%N/A0.001%
5/15/2024 Lazard Asset Management LLC15,525$3.02M0.0%-82.8%0.008%
5/15/2024 1832 Asset Management L.P.16,748$3.26M0.0%+3.1%0.008%
5/15/2024 Stonebridge Capital Advisors LLC11,164$2.17M0.2%+2.2%0.006%
5/14/2024 Canada Pension Plan Investment Board294,310$57.24M0.1%+4.1%0.146%
5/14/2024 Westwood Holdings Group Inc.365,762$71.14M0.6%+1.4%0.181%
5/14/2024 JT Stratford LLC5,000$972K0.2%+49.9%0.002%
5/14/2024 Toronto Dominion Bank90,070$17.52M0.0%-5.6%0.045%
5/14/2024 Rodgers Brothers Inc.23,929$4.65M0.6%+0.4%0.012%
5/14/2024 Advisors Asset Management Inc.20,822$4.05M0.1%+18.4%0.010%
5/14/2024 Axxcess Wealth Management LLC14,573$2.83M0.1%-22.0%0.007%
5/14/2024 EP Wealth Advisors LLC3,233$629K0.0%+10.5%0.002%
5/14/2024 Wellington Wealth Strategies LLC.7,910$1.54M0.7%N/A0.004%
5/14/2024 Covington Investment Advisors Inc.33,147$6.45M1.1%+36.9%0.016%
5/14/2024 CreativeOne Wealth LLC6,958$1.35M0.1%+179.4%0.003%
5/14/2024 EntryPoint Capital LLC381$74K0.1%+281.0%0.000%
5/14/2024 Vident Advisory LLC81,212$15.80M0.3%+3,756.2%0.040%
5/14/2024 Shell Asset Management Co.776$151K0.0%-7.6%0.000%
5/14/2024 Crewe Advisors LLC180$35K0.0%N/A0.000%
5/14/2024 Elgethun Capital Management681$133K0.0%+29.5%0.000%
5/14/2024 Meritage Group LP1,081$210K0.0%-6.3%0.001%
5/14/2024 InterOcean Capital Group LLC24,954$4.85M0.1%+52.2%0.012%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund35,300$6.87M0.0%-20.2%0.017%
5/14/2024 CANADA LIFE ASSURANCE Co225,139$43.82M0.1%-15.6%0.110%
5/14/2024 American International Group Inc.38,516$7.49M0.0%-0.6%0.019%
5/14/2024 Vaughan David Investments LLC IL1,573$306K0.0%+12.8%0.001%
5/14/2024 Lake Street Advisors Group LLC2,044$397K0.0%+35.3%0.001%
5/13/2024 Bessemer Group Inc.202,163$39.32M0.1%-8.3%0.099%
5/13/2024 UniSuper Management Pty Ltd6,632$1.29M0.0%+354.9%0.003%
5/13/2024 Texas Capital Bank Wealth Management Services Inc2,139$416K0.0%-31.7%0.001%
5/13/2024 O Shaughnessy Asset Management LLC18,584$3.62M0.0%+1.3%0.009%
5/11/2024 Bahl & Gaynor Inc.119,576$23.26M0.1%+7.5%0.059%
5/11/2024 Davis R M Inc.137,673$26.78M0.6%+2.6%0.068%
5/11/2024 Ironwood Investment Counsel LLC18,721$3.64M0.6%+49.7%0.009%
5/11/2024 Jacobi Capital Management LLC4,046$787K0.1%+11.5%0.002%
5/11/2024 Edgestream Partners L.P.2,512$489K0.0%-88.4%0.001%
5/10/2024 Acadian Asset Management LLC524,995$102.09M0.4%-5.3%0.257%
5/10/2024 Vanguard Group Inc.17,341,721$3.37B0.1%+14.2%8.503%
5/10/2024 Alera Investment Advisors LLC2,299$447K0.1%+94.0%0.001%
5/10/2024 Westfield Capital Management Co. LP38,215$7.43M0.0%+24.3%0.019%
5/10/2024 Intech Investment Management LLC25,149$4.89M0.1%-26.6%0.012%
5/10/2024 Clearstead Trust LLC7,955$1.55M0.4%-5.8%0.004%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp407,047$79.17M0.2%+5.8%0.200%
5/10/2024 First Foundation Advisors1,256$244K0.0%+9.9%0.001%
5/10/2024 Poehling Capital Management INC.16,062$3.12M0.8%+10.3%0.008%
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5/10/2024 Banco Santander S.A.57,588$11.20M0.1%+7.1%0.028%
5/10/2024 Tocqueville Asset Management L.P.1,602$312K0.0%+33.3%0.001%
5/10/2024 Motco40,136$7.81M0.5%+12.1%0.020%
5/10/2024 Garrison Point Advisors LLC1,678$326K0.2%-35.2%0.001%
5/10/2024 Perkins Capital Management Inc.1,500$292K0.2%N/A0.001%
5/9/2024 Dorsey & Whitney Trust CO LLC3,676$715K0.0%+31.3%0.002%
5/9/2024 Orion Portfolio Solutions LLC12,472$2.43M0.0%+32.4%0.006%
5/9/2024 Blair William & Co. IL31,185$6.07M0.0%-2.2%0.015%
5/9/2024 Wilkins Investment Counsel Inc.30,005$5.84M0.9%+15.4%0.015%
5/9/2024 Kingsview Wealth Management LLC7,900$1.54M0.0%-7.2%0.004%
(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, 1,417 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. ($3.37B), 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 1,223 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), Vanguard Group Inc. ($2.90M), Norges Bank ($1.87M), Nordea Investment Management AB ($1.55M), GQG Partners LLC ($1.50M), BlackRock Inc. ($938.98K), and Axiom Investors LLC DE ($833.37K).

How much institutional buying is happening at Hershey?

Institutional investors have bought a total of 37,118,623 shares in the last 24 months. This purchase volume represents approximately $8.17B in transactions.

Which Hershey major shareholders have been selling company stock?

Of the 844 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. ($1.90M), Renaissance Technologies LLC ($1.38M), Wellington Management Group LLP ($1.20M), Aaron Wealth Advisors LLC ($1.03M), Los Angeles Capital Management LLC ($842.59K), and Acadian Asset Management LLC ($558.43K).

How much institutional selling is happening at Hershey?

Institutional investors have sold a total of 78,690,195 shares in the last 24 months. This volume of shares sold represents approximately $15.38B in transactions.


This page (NYSE:HSY) was last updated on 6/1/2024 by MarketBeat.com Staff

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