Hershey Ownership | Who Owns Hershey?
Hershey Ownership Summary
Hershey 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. Capital Group Wash Mutual Invtrs Comp is the top mutual fund, with 2.39% of its assets in Hershey shares.
HSY Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Hershey | 59.87% | 0.25% | 39.88% |
Sector | Consumer Defensive Stocks | 52.71% | 13.91% | 33.39% |
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 |
Monte financial group | 37.96K | 2.75% | $6.43M |
Miramar capital | 58.76K | 2.70% | $10.80M |
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 |
Nvwm | -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 |
---|---|---|---|
Capital Group Wash Mutual Invtrs Comp | 4.84M | 2.39% | 691.17K |
American Funds Washington Mutual A | 4.84M | 2.39% | 691.17K |
Vanguard Total Stock Mkt Idx Inv | 4.63M | 2.29% | -17.22K |
Vanguard Institutional 500 Index Trust | 4.00M | 1.98% | 29.59K |
Capital Group American Mutual Comp | 3.80M | 1.88% | 424.66K |
American Funds American Mutual A | 3.80M | 1.88% | 424.66K |
Schwab US Dividend Equity ETF™ | 3.75M | 1.85% | 3.98K |
Vanguard Mid Cap Index Institutional | 3.18M | 1.57% | 27.41K |
American Funds American Balanced A | 2.22M | 1.10% | 640.28K |
SPDR® S&P 500® ETF Trust | 1.85M | 0.91% | 13.92K |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools