Filing Research | HSY - Hershey Co. Institutional Holdings

Snapshot holdings

50 / 387 loaded

#		Instrument	quantity
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	663.2KSH	$116.4M
2	Douglas Lane & Associates, LLC	Shares	431.8KSH	$75.8M
3	SCHARF INVESTMENTS, LLC	Shares	356.0KSH	$62.5M
4	Robeco Institutional Asset Management B.V.	Shares	317.3KSH	$55.7M
5	Assenagon Asset Management S.A.	Shares	238.3KSH	$41.8M
6	Mirae Asset Global Investments Co., Ltd.	Shares	156.8KSH	$27.5M
7	Arbejdsmarkedets Tillaegspension	Shares	149.5KSH	$26.2M
8	Swedbank AB	Shares	148.2KSH	$26.0M
9	Foster Victor Wealth Advisors, LLC	Shares	77.2KSH	$13.2M
10	LBP AM SA	Shares	71.2KSH	$12.5M
11	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	67.5KSH	$11.8M
12	Alley Investment Management Company, LLC	Shares	64.7KSH	$11.4M
13	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	61.5KSH	$10.8M
14	ISTHMUS PARTNERS, LLC	Shares	60.6KSH	$10.6M
15	OLD NATIONAL BANCORP /IN/	Shares	52.3KSH	$9.2M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	61.8KSH	$9.1M
17	TrueMark Investments, LLC	Shares	49.1KSH	$8.6M
18	Palisade Asset Management, LLC	Shares	48.7KSH	$8.5M
19	Czech National Bank	Shares	42.2KSH	$7.4M
20	BENJAMIN EDWARDS INC	Shares	38.9KSH	$6.8M
21	Two Point Capital Management, Inc.	Shares	36.4KSH	$6.4M
22	IFM Investors Pty Ltd	Shares	36.2KSH	$6.4M
23	Poehling Capital Management, INC.	Shares	35.3KSH	$6.2M
24	Econ Financial Services Corp	Shares	35.0KSH	$6.1M
25	INTACT INVESTMENT MANAGEMENT INC.	Shares	32.9KSH	$5.8M
26	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	32.7KSH	$5.7M
27	Boston Trust Walden Corp	Shares	30.6KSH	$5.4M
28	BENEDICT FINANCIAL ADVISORS INC	Shares	30.3KSH	$5.3M
29	WOODSTOCK CORP	Shares	28.4KSH	$5.0M
30	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	27.1KSH	$4.8M
31	Merit Financial Group, LLC	Shares	26.5KSH	$4.7M
32	Fideuram Asset Management (Ireland) dac	Shares	23.8KSH	$4.4M
33	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	24.4KSH	$4.3M
34	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	Shares	22.7KSH	$4.0M
35	DAVENPORT & Co LLC	Shares	22.5KSH	$4.0M
36	PARTHENON LLC	Shares	22.3KSH	$3.9M
37	Police & Firemen's Retirement System of New Jersey	Shares	22.0KSH	$3.9M
38	Avanza Fonder AB	Shares	21.3KSH	$3.7M
39	Mediolanum International Funds Ltd	Shares	20.3KSH	$3.7M
40	LaFleur & Godfrey LLC	Shares	20.5KSH	$3.6M
41	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	Shares	20.0KSH	$3.5M
42	Mesirow Financial Investment Management, Inc.	Shares	19.1KSH	$3.3M
43	Marshall Financial Group, LLC	Shares	18.6KSH	$3.3M
44	Y-Intercept (Hong Kong) Ltd	Shares	18.3KSH	$3.2M
45	Envestnet Portfolio Solutions, Inc.	Shares	17.2KSH	$3.0M
46	Sowell Financial Services LLC	Shares	16.7KSH	$2.9M
47	Prospera Financial Services Inc	Shares	15.6KSH	$2.7M
48	Sierra Legacy Group	Shares	15.2KSH	$2.7M
49	BURNEY CO/	Shares	15.1KSH	$2.7M
50	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	15.1KSH	$2.6M

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Manager changes2026-06-30 vs 2026-03-31

50 / 433 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+263.7K	+$44.5M	$55.7M
2	Assenagon Asset Management S.A. added	Shares	+233.0K	+$40.7M	$41.8M
3	INTACT INVESTMENT MANAGEMENT INC. new	Shares	+32.9K	+$5.8M	$5.8M
4	Y-Intercept (Hong Kong) Ltd added	Shares	+16.7K	+$2.9M	$3.2M
5	J.W. COLE ADVISORS, INC. new	Shares	+14.4K	+$2.5M	$2.5M
6	Econ Financial Services Corp added	Shares	+15.0K	+$2.0M	$6.1M
7	Two Point Capital Management, Inc. added	Shares	+14.8K	+$1.9M	$6.4M
8	Arbejdsmarkedets Tillaegspension added	Shares	+31.8K	+$1.8M	$26.2M
9	DAVENPORT & Co LLC added	Shares	+10.3K	+$1.4M	$4.0M
10	Fideuram Asset Management (Ireland) dac added	Shares	+9.7K	+$1.1M	$4.4M
11	FULTON BANK, N.A. added	Shares	+5.5K	+$913.9K	$1.2M
12	Raleigh Capital Management Inc. added	Shares	+4.4K	+$754.8K	$813.5K
13	Baader Bank Aktiengesellschaft new	Shares	+3.9K	+$687.8K	$687.8K
14	Confluence Wealth Services, Inc. added	Shares	+4.0K	+$635.0K	$1.0M
15	Unique Wealth Strategies, LLC new	Shares	+3.5K	+$608.7K	$608.7K
16	MassMutual Private Wealth & Trust, FSB added	Shares	+3.9K	+$515.3K	$1.6M
17	Prospera Financial Services Inc added	Shares	+4.9K	+$502.9K	$2.7M
18	LBP AM SA added	Shares	+13.5K	+$501.7K	$12.5M
19	FOURPATH CAPITAL MANAGEMENT, LLC new	Shares	+2.6K	+$452.7K	$452.7K
20	TOTH FINANCIAL ADVISORY CORP added	Shares	+4.0K	+$426.7K	$2.2M
21	Good Harbor Advisors, Inc. new	Shares	+2.4K	+$421.1K	$421.1K
22	NEW WAVE WEALTH ADVISORS LLC added	Shares	+2.6K	+$404.4K	$715.8K
23	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+3.4K	+$365.1K	$1.8M
24	Curated Wealth Partners LLC new	Shares	+132.5K	+$356.5K	$356.5K
25	Nilsine Partners, LLC new	Shares	+2.0K	+$351.1K	$351.1K
26	Revolve Wealth Partners, LLC new	Shares	+1.9K	+$335.8K	$335.8K
27	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+3.5K	+$286.6K	$2.4M
28	Intrua Financial, LLC new	Shares	+1.6K	+$281.8K	$281.8K
29	OFI INVEST ASSET MANAGEMENT new	Shares	+1.7K	+$265.8K	$265.8K
30	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+11.8K	+$264.4K	$11.8M
31	Dynamic Advisor Solutions LLC new	Shares	+1.5K	+$255.3K	$255.3K
32	Alpha Zero LLC new	Shares	+1.4K	+$249.3K	$249.3K
33	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+1.6K	+$247.4K	$962.2K
34	GREENWOOD GEARHART LLC new	Shares	+1.4K	+$239.8K	$239.8K
35	SCHNIEDERS CAPITAL MANAGEMENT, LLC. new	Shares	+1.2K	+$208.4K	$208.4K
36	Avanza Fonder AB added	Shares	+4.2K	+$184.3K	$3.7M
37	Hennion & Walsh Asset Management, Inc. added	Shares	+1.6K	+$148.1K	$950.6K
38	Old North State Wealth Management, LLC added	Shares	+1.8K	+$140.4K	$1.2M
39	IFM Investors Pty Ltd added	Shares	+6.3K	+$125.7K	$6.4M
40	Tema ETFs LLC added	Shares	+1.1K	+$113.9K	$574.6K
41	Opal Wealth Advisors, LLC added	Shares	+647	+$94.2K	$217.9K
42	Formidable Asset Management, LLC unchanged	Shares	0	+$93.3K	$747.7K
43	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+550	+$79.4K	$189.1K
44	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.6K	+$59.4K	$1.5M
45	Independence Bank of Kentucky added	Shares	+720	+$42.5K	$579.5K
46	Union Bancaire Privee, UBP SA new	Shares	+222	+$36.2K	$36.2K
47	First Pacific Financial new	Shares	+200	+$35.1K	$35.1K
48	Arlington Trust Co LLC added	Shares	+200	+$32.9K	$47.2K
49	TECTONIC ADVISORS LLC added	Shares	+906	+$31.5K	$848.5K
50	Wealth Enhancement Trust Services, Inc. added	Shares	+177	+$29.5K	$39.3K

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