Hershey Company Ownership | Who Owns Hershey Company?
Hershey Company Ownership Summary
Hershey Company is owned by 59.87% institutional investors, 0.25% insiders, and 39.88% retail investors. Vanguard group is the largest institutional shareholder, holding 9.49% of HSY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.30% of its assets in Hershey Company shares.
HSY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Hershey Company | 59.87% | 0.25% | 39.88% |
| Sector | Consumer Defensive Stocks | 51.56% | 13.97% | 34.47% |
| Industry | Confectionery Stocks | 50.79% | 21.06% | 28.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 19.39M | 9.49% | $3.56B |
| Blackrock | 12.82M | 6.28% | $2.36B |
| State street | 6.64M | 3.25% | $1.22B |
| Charles schwab investment management | 4.28M | 2.10% | $786.49M |
| Jpmorgan chase | 3.88M | 1.90% | $712.50M |
| Geode capital management | 3.72M | 1.82% | $681.76M |
| Morgan stanley | 2.41M | 1.18% | $442.29M |
| Hershey trust | 2.07M | 1.01% | $379.81M |
| Bank of america corp /de/ | 2.04M | 1.00% | $374.21M |
| Norges bank | 1.75M | 0.85% | $320.96M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Drh investments | 54.15K | 10.76% | $9.95M |
| Tikehau investment management | 32.56K | 5.30% | $5.99M |
| Savoir faire capital management | 58.07K | 4.15% | $10.68M |
| Kennon-green & company | 24.36K | 4.11% | $4.48M |
| Prentiss smith | 28.70K | 3.68% | $5.28M |
| Hershey trust | 2.07M | 3.65% | $379.81M |
| Woodley farra manion portfolio management | 318.46K | 3.18% | $58.54M |
| Hendley | 44.50K | 2.94% | $8.18M |
| Miramar capital | 58.76K | 2.70% | $10.80M |
| Monte financial group | 32.12K | 2.61% | $5.90M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 19.39M | 0.07% | 2.05M |
| Norges bank | 1.75M | 0.05% | 1.75M |
| Macquarie group | 1.45M | 0.31% | 1.44M |
| Jpmorgan chase | 3.88M | 0.06% | 712.51K |
| Capital investors | 699.10K | 0.03% | 699.10K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nordea investment management ab | 402.97K | 0.09% | -1.89M |
| Blackrock | 12.82M | 0.05% | -1.19M |
| Two sigma advisers, lp | - | - | -1.15M |
| Two sigma investments, lp | 8.44K | 0.00% | -849.13K |
| Holocene advisors, lp | - | - | -650.73K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.75M | 0.05% | 1.75M | $320.96M |
| Capital investors | 699.10K | 0.03% | 699.10K | $128.52M |
| Massachusetts financial services co /ma/ | 446.73K | 0.03% | 446.73K | $82.12M |
| Candlestick capital management lp | 300.00K | 1.52% | 300.00K | $55.15M |
| Berkshire asset management llc/pa | 71.83K | 0.66% | 71.83K | $13.20M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Valued wealth advisors | -1.00 |
| Legend financial advisors | -2.00 |
| Clarivest asset management | -2.00 |
| Financial management professionals | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 1,404 | - | 121,238,792 | 3.43% | 59 | 1.82% | 651 | -7.13% | 458 | 6.51% |
| Jun 30, 2024 | 1,381 | -0.65% | 116,165,826 | 0.89% | 56 | 1.79% | 683 | -0.58% | 427 | 3.89% |
| Mar 31, 2024 | 1,390 | 1.02% | 115,141,640 | -0.83% | 56 | 1.75% | 687 | 6.84% | 411 | -7.22% |
| Dec 31, 2023 | 1,376 | 3.15% | 116,105,895 | 0.80% | 56 | 1.79% | 643 | 13.60% | 443 | -0.45% |
| Sep 30, 2023 | 1,334 | -3.82% | 115,181,651 | -1.64% | 56 | 1.72% | 566 | -3.90% | 445 | -3.26% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 4.66M | 2.30% | -16.19K |
| Capital Group Wash Mutual Invtrs Comp | 4.15M | 2.05% | 4.15M |
| American Funds Washington Mutual A | 4.15M | 2.05% | 4.15M |
| Vanguard Institutional 500 Index Trust | 3.91M | 1.93% | 45.15K |
| Schwab US Dividend Equity ETF™ | 3.64M | 1.80% | 3.24K |
| Capital Group American Mutual Comp | 3.37M | 1.67% | 3.06M |
| American Funds American Mutual A | 3.37M | 1.67% | 3.06M |
| Vanguard Mid Cap Index Institutional | 3.13M | 1.55% | 5.67K |
| Fidelity 500 Index | 1.82M | 0.90% | -3.24K |
| JPM US Equity Income-Composite | 1.81M | 0.90% | -35.79K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 03, 2024 | Voskuil Steven E | SVP, Chief Financial Officer | Sell | $180.00K |
| Nov 04, 2024 | McCalman Jennifer | VP, Chief Accounting Officer | Sell | $49.84K |
| Oct 21, 2024 | Voskuil Steven E | SVP, Chief Financial Officer | Sell | $185.47K |
| Sep 19, 2024 | Voskuil Steven E | SVP, Chief Financial Officer | Sell | $197.54K |
| Sep 06, 2024 | Buck Michele | Chairman, President and CEO | Sell | $2.38M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | 12 |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | 10 |
| 2023 Q4 | - | 5 |
HSY Ownership FAQ
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