HSY Institutional Ownership
The Hershey Company
1W: -3.0%
1M: +0.0%
3M: -10.6%
YTD: -9.2%
1Y: -7.6%
3Y: -7.9%
5Y: +1.6%
$164.51
-3.72 (-2.21%)
Weekly Expected Move ±4.2%
$156
$163
$170
$177
$184
Credit Risk of going bust: lower than 82% of companies Debt: 14.5% of company value Bonds: $40.1M held by 122 funds, 36 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.67 (down 99%), The Hershey Company would be worth roughly what it owes.
Total debt $5.61B against a stock market value of $33.05B.
Distance to default 10.08 (Merton model): prices to 2026-10-27, balance sheet 2026-06-28, debt counted $2.76B (short-term plus half of long-term), stock volatility 27.5%; Altman Z 4.10. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.67 (down 99%), The Hershey Company would be worth roughly what it owes.
Total debt $5.61B against a stock market value of $33.05B.
Distance to default 10.08 (Merton model): prices to 2026-10-27, balance sheet 2026-06-28, debt counted $2.76B (short-term plus half of long-term), stock volatility 27.5%; Altman Z 4.10. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — HSY
1,602
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$23B
Total Invested
129
New Positions
538
Increased
688
Reduced
176
Closed
0.83
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1698 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 13,131,312 | $2.2B | +350,826 | +2.7% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 9,683,520 | $1.6B | +56,829 | +0.6% | 2Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7,271,155 | $1.2B | +66,727 | +0.9% | 2Q | SEC ↗ |
| 4 | STATE STREET CORP | 7,227,295 | $1.2B | -92,760 | -1.3% | 46Q | SEC ↗ |
| 5 | MORGAN STANLEY | 5,646,902 | $929M | +1,704,037 | +43.2% | 60Q | SEC ↗ |
| 6 | Sixth Street Partners Management Compa NEW | 4,760,502 | $783M | — | +0.0% | 1Q | SEC ↗ |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 4,760,502 | $783M | +461,752 | +10.7% | 15Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 4,280,665 | $704M | +85,113 | +2.0% | 92Q | SEC ↗ |
| 9 | Capital World Investors | 3,500,000 | $576M | +750,000 | +27.3% | 2Q | SEC ↗ |
| 10 | FMR LLC | 3,004,051 | $494M | +13,631 | +0.5% | 110Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 2,891,678 | $476M | -144,778 | -4.8% | 70Q | SEC ↗ |
| 12 | GQG Partners LLC NEW | 2,766,786 | $455M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Capital Research Global Investors | 2,699,237 | $444M | +316,544 | +13.3% | 6Q | SEC ↗ |
| 14 | Invesco Ltd. | 2,022,858 | $333M | +320,415 | +18.8% | 87Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 1,771,282 | $291M | -8,206 | -0.5% | 110Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 1,651,100 | $272M | +125,240 | +8.2% | 103Q | SEC ↗ |
| 17 | BANK OF AMERICA CORP /DE | 1,566,662 | $258M | +171,018 | +12.3% | 15Q | SEC ↗ |
| 18 | HERSHEY TRUST CO | 1,336,119 | $220M | -610,000 | -31.3% | 13Q | SEC ↗ |
| 19 | NORGES BANK NEW | 1,333,760 | $219M | — | +0.0% | 1Q | SEC ↗ |
| 20 | DIMENSIONAL FUND ADVISORS LP | 1,269,080 | $209M | +58,614 | +4.8% | 102Q | SEC ↗ |
| 21 | STIFEL FINANCIAL CORP | 1,244,459 | $205M | +24,861 | +2.0% | 49Q | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 1,161,666 | $191M | +21,945 | +1.9% | 76Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 1,128,711 | $186M | +118,825 | +11.8% | 31Q | SEC ↗ |
| 24 | UBS AM, a distinct business unit of UB | 1,120,257 | $184M | +34,873 | +3.2% | 63Q | SEC ↗ |
| 25 | Legal & General Group Plc | 1,046,583 | $172M | +35,851 | +3.5% | 27Q | SEC ↗ |
| 26 | Amundi | 1,040,305 | $171M | +186,768 | +21.9% | 21Q | SEC ↗ |
| 27 | NORDEA INVESTMENT MANAGEMENT AB | 1,027,313 | $169M | +809,083 | +370.7% | 85Q | SEC ↗ |
| 28 | FEDERATED HERMES, INC. | 990,217 | $163M | +988,763 | +68003.0% | 58Q | SEC ↗ |
| 29 | RAYMOND JAMES FINANCIAL INC | 946,525 | $156M | +391,320 | +70.5% | 7Q | SEC ↗ |
| 30 | UBS Group AG | 918,638 | $151M | -178,568 | -16.3% | 47Q | SEC ↗ |
| 31 | VAN ECK ASSOCIATES CORP | 917,852 | $151M | -71,797 | -7.3% | 15Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 900,563 | $148M | +25,083 | +2.9% | 15Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 834,309 | $137M | -1,684 | -0.2% | 2Q | SEC ↗ |
| 34 | DEUTSCHE BANK AG | 666,728 | $110M | -19,738 | -2.9% | 52Q | SEC ↗ |
| 35 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 663,243 | $109M | -27,106 | -3.9% | 18Q | SEC ↗ |
| 36 | LPL Financial LLC | 617,305 | $102M | +139,298 | +29.1% | 37Q | SEC ↗ |
| 37 | WELLS FARGO & COMPANY/MN | 573,023 | $94M | -7,899 | -1.4% | 101Q | SEC ↗ |
| 38 | EQUITY INVESTMENT CORP | 572,436 | $94M | +24,295 | +4.4% | 5Q | SEC ↗ |
| 39 | FRANKLIN RESOURCES INC | 539,715 | $89M | +226,599 | +72.4% | 22Q | SEC ↗ |
| 40 | NFJ INVESTMENT GROUP, LLC | 468,818 | $77M | +299,347 | +176.6% | 2Q | SEC ↗ |
| 41 | BANK OF MONTREAL /CAN | 445,600 | $73M | +57,760 | +14.9% | 53Q | SEC ↗ |
| 42 | Douglas Lane & Associates, LLC | 431,754 | $71M | +35,447 | +8.9% | 31Q | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 418,573 | $69M | -460,267 | -52.4% | 2Q | SEC ↗ |
| 44 | Swiss National Bank | 417,700 | $69M | -17,200 | -4.0% | 53Q | SEC ↗ |
| 45 | Nuveen, LLC | 376,407 | $62M | -16,478 | -4.2% | 6Q | SEC ↗ |
| 46 | Man Group plc | 365,316 | $60M | -9,157 | -2.4% | 34Q | SEC ↗ |
| 47 | CITADEL ADVISORS LLC | 364,672 | $60M | -365,211 | -50.0% | 29Q | SEC ↗ |
| 48 | Mitsubishi UFJ Asset Management Co., L | 363,353 | $60M | +25,271 | +7.5% | 69Q | SEC ↗ |
| 49 | Sumitomo Mitsui Trust Group, Inc. | 361,315 | $59M | +23,545 | +7.0% | 61Q | SEC ↗ |
| 50 | National Pension Service | 358,307 | $59M | +26,932 | +8.1% | 48Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 4,760,502 | $783M |
| GQG Partners LLC | 2,766,786 | $455M |
| NORGES BANK | 1,333,760 | $219M |
| JUPITER ASSET MANAGEMENT LTD | 150,483 | $25M |
| Curated Wealth Partners LLC | 132,536 | $22M |
| Varenne Capital Partners | 127,096 | $21M |
| PINEBRIDGE INVESTMENTS LLC | 73,176 | $12M |
| Nykredit A/S | 68,844 | $11M |
| LOGAN CAPITAL MANAGEMENT INC | 52,300 | $9M |
| Cinctive Capital Management LP | 39,188 | $6M |
| Varma Mutual Pension Insurance Co | 38,900 | $6M |
| INTACT INVESTMENT MANAGEMENT INC. | 32,900 | $5M |
| Entropy Technologies, LP | 28,274 | $5M |
| Darwins River Capital, LP | 27,818 | $5M |
| L & S Advisors Inc | 27,005 | $4M |
| Quinn Opportunity Partners LLC | 25,000 | $4M |
| Unisphere Establishment | 24,000 | $4M |
| Strategic Global Advisors, LLC | 18,455 | $3M |
| Quantitative Investment Management, | 18,312 | $3M |
| Jupiter Topco LLC | 17,816 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Capital International Investors | 9,106,431 | $1.5B |
| MASSACHUSETTS FINANCIAL SERVICES CO | 705,533 | $116M |
| HRT FINANCIAL LP | 286,910 | $47M |
| Holocene Advisors, LP | 231,411 | $38M |
| SMITH CHAS P & ASSOCIATES PA CPAS | 127,517 | $21M |
| St. James Investment Company, LLC | 113,593 | $19M |
| TUDOR INVESTMENT CORP ET AL | 103,776 | $17M |
| Capital International, Inc./CA | 85,393 | $14M |
| Verition Fund Management LLC | 69,134 | $11M |
| Alyeska Investment Group, L.P. | 67,917 | $11M |
| Sienna Gestion | 52,343 | $9M |
| Hudson Bay Capital Management LP | 48,817 | $8M |
| Erste Asset Management GmbH | 45,834 | $8M |
| Freestone Grove Partners LP | 42,516 | $7M |
| Qsemble Capital Management, LP | 40,923 | $7M |
| JLB & ASSOCIATES INC | 39,511 | $6M |
| Taproot Management LP | 35,045 | $6M |
| HUDSON EDGE INVESTMENT PARTNERS INC | 34,271 | $6M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 30,697 | $5M |
| Skandinaviska Enskilda Banken AB (p | 28,397 | $5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +1,704,037 | +43.2% | 5,646,902 |
| FEDERATED HERMES, INC. | +988,763 | +68003.0% | 990,217 |
| NORDEA INVESTMENT MANAGEMENT AB | +809,083 | +370.7% | 1,027,313 |
| Capital World Investors | +750,000 | +27.3% | 3,500,000 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +461,752 | +10.7% | 4,760,502 |
| RAYMOND JAMES FINANCIAL INC | +391,320 | +70.5% | 946,525 |
| BlackRock, Inc. | +350,826 | +2.7% | 13,131,312 |
| Invesco Ltd. | +320,415 | +18.8% | 2,022,858 |
| Capital Research Global Investors | +316,544 | +13.3% | 2,699,237 |
| NFJ INVESTMENT GROUP, LLC | +299,347 | +176.6% | 468,818 |
| Robeco Institutional Asset Manageme | +263,705 | +492.1% | 317,297 |
| Assenagon Asset Management S.A. | +233,045 | +4450.0% | 238,282 |
| PFA Pension, Forsikringsaktieselska | +227,975 | +252.5% | 318,276 |
| FRANKLIN RESOURCES INC | +226,599 | +72.4% | 539,715 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | +213,504 | +349.2% | 274,639 |
| Amundi | +186,768 | +21.9% | 1,040,305 |
| BANK OF AMERICA CORP /DE | +171,018 | +12.3% | 1,566,662 |
| JENNISON ASSOCIATES LLC | +152,694 | +3970.2% | 156,540 |
| LPL Financial LLC | +139,298 | +29.1% | 617,305 |
| MACKENZIE FINANCIAL CORP | +138,721 | +123.7% | 250,820 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -1,930,042 | -97.7% | 45,163 |
| FIRST TRUST ADVISORS LP | -805,508 | -74.3% | 278,167 |
| JANE STREET GROUP, LLC | -670,152 | -99.7% | 2,082 |
| HERSHEY TRUST CO | -610,000 | -31.3% | 1,336,119 |
| Qube Research & Technologies Ltd | -460,267 | -52.4% | 418,573 |
| MARSHALL WACE, LLP | -399,531 | -91.8% | 35,459 |
| CITADEL ADVISORS LLC | -365,211 | -50.0% | 364,672 |
| MILLENNIUM MANAGEMENT LLC | -314,440 | -58.1% | 226,821 |
| Squarepoint Ops LLC | -278,245 | -56.7% | 212,599 |
| Trexquant Investment LP | -277,018 | -82.7% | 57,848 |
| WESTWOOD HOLDINGS GROUP INC | -272,966 | -97.2% | 7,940 |
| AMERICAN CENTURY COMPANIES INC | -239,824 | -61.9% | 147,780 |
| Balyasny Asset Management L.P. | -221,690 | -98.5% | 3,363 |
| NOMURA ASSET MANAGEMENT INTERNATION | -201,111 | -53.4% | 175,478 |
| CITIGROUP INC | -178,602 | -34.6% | 337,227 |
| UBS Group AG | -178,568 | -16.3% | 918,638 |
| AXIOM INVESTORS LLC /DE | -178,207 | -46.8% | 202,470 |
| BARCLAYS PLC | -150,156 | -36.0% | 266,546 |
| ROYAL BANK OF CANADA | -144,778 | -4.8% | 2,891,678 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | -115,259 | -60.3% | 75,942 |