HSY The Hershey Company
The Hershey Company (HSY) Institutional Ownership
What the institutions did with HSY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 624.9K | 79.3% |
| CapWealth Advisors, LLC | 57.3K | 7.3% |
| Kennon-Green & Company, LLC | 43.0K | 5.5% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 20.0K | 2.5% |
| MassMutual Private Wealth & Trust, FSB | 11.0K | 1.4% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 10.6K | 1.4% |
| Stonebridge Financial Group, LLC | 4.1K | 0.5% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3.8K | 0.5% |
| ROCKLAND TRUST CO | 3.5K | 0.4% |
| Hickory Point Bank & Trust | 2.5K | 0.3% |
| CX Institutional | 2.2K | 0.3% |
| TOMPKINS FINANCIAL CORP | 1.7K | 0.2% |
| Planning Strategies Inc. | 794 | 0.1% |
| Versant Capital Management, Inc | 785 | 0.1% |
| EASTERN BANK | 702 | 0.1% |
| Rosenberg Matthew Hamilton | 526 | 0.1% |
| BURKETT FINANCIAL SERVICES, LLC | 117 | 0.0% |
| Coastline Trust Co | 50 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 663.2K | 624.9K | -38.3K |
| FIRST FINANCIAL BANK - TRUST DIVISION | New | 0 | 10.6K | +10.6K |
| CX Institutional | Reduced | 6.4K | 2.2K | -4.1K |
| MassMutual Private Wealth & Trust, FSB | Increased | 9.1K | 11.0K | +1.9K |
| Kennon-Green & Company, LLC | Reduced | 43.6K | 43.0K | -578 |
| CapWealth Advisors, LLC | Increased | 56.8K | 57.3K | +464 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 4.2K | 3.8K | -401 |
| Versant Capital Management, Inc | Reduced | 1.1K | 785 | -356 |
| ROCKLAND TRUST CO | Increased | 3.2K | 3.5K | +355 |
| Rosenberg Matthew Hamilton | Increased | 299 | 526 | +227 |
| EASTERN BANK | Increased | 634 | 702 | +68 |
| Hickory Point Bank & Trust | Reduced | 2.5K | 2.5K | -19 |
| Stonebridge Financial Group, LLC | Reduced | 4.1K | 4.1K | -5 |
| Planning Strategies Inc. | Reduced | 796 | 794 | -2 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 116 | 117 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.