Hershey Co
HSY- Exchange
- NYSE
- Industry
- Sugar & Confectionery Products
- SEC CIK
- 0000047111
In the last 90 days, Hershey Co insiders filed 0 open-market purchases and 30 sales; 1,417 institutions reported holding it in 13F filings for Q2 2026, worth $22.8B in total; superinvestors Markel Group and Maverick Capital hold it.
13F holders, Q1 2024
Institutional positions in Hershey Co as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,362
- +21 vs. Q4 2023
- Shares held
- 117.3M
- +778.6K (+0.7%) vs. Q4 2023
- Total value
- $22.8B
- +$1.04B (+4.8%) vs. Q4 2023
- New holders
- 155
- 533 more added
- Sold out
- 134
- 421 more reduced
11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HSY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,417 | $22.8B |
| Q1 2026 | 1,480 | $25.9B |
| Q4 2025 | 1,415 | $23.2B |
| Q3 2025 | 1,360 | $23.7B |
| Q2 2025 | 1,314 | $21.3B |
| Q1 2025 | 1,348 | $21.0B |
| Q4 2024 | 1,349 | $20.6B |
| Q3 2024 | 1,400 | $23.6B |
| Q2 2024 | 1,384 | $21.6B |
| Q1 2024 | 1,362 | $22.8B |
| Q4 2023 | 1,352 | $21.8B |
| Q3 2023 | 1,301 | $23.5B |
| Q2 2023 | 1,357 | $29.4B |
| Q1 2023 | 1,337 | $29.4B |
| Q4 2022 | 1,294 | $26.2B |
| Q3 2022 | 1,228 | $24.9B |
| Q2 2022 | 1,212 | $24.1B |
| Q1 2022 | 1,191 | $23.8B |
| Q4 2021 | 1,138 | $21.0B |
| Q3 2021 | 1,040 | $18.6B |
| Q2 2021 | 1,040 | $19.0B |
| Q1 2021 | 1,007 | $17.3B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Insight Wealth Strategies, LLC | 10,075 | $1.96M | 0.29% | +10,075 | New |
| Wendell David Associates Inc | 10,091 | $1.96M | 0.20% | −109−1.1% | Reduced |
| Moors & Cabot, Inc. | 10,188 | $1.98M | 0.11% | +261+2.6% | Added |
| Crossmark Global Holdings, Inc. | 10,248 | $1.99M | 0.04% | −1,074−9.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 10,256 | $1.99M | 0.06% | +5,705+125.4% | Added |
| Keybank National Association | 10,256 | $1.99M | 0.01% | +178+1.8% | Added |
| Physicians Financial Services, Inc. | 10,272 | $2.00M | 0.70% | −125−1.2% | Reduced |
| Greenleaf Trust | 10,275 | $2.00M | 0.02% | +487+5.0% | Added |
| Boothbay Fund Management, LLC | 10,446 | $2.03M | 0.06% | +2,172+26.3% | Added |
| Quantinno Capital Management LP | 10,474 | $2.04M | 0.04% | −340−3.1% | Reduced |
| Wallace Capital Management Inc. | 10,575 | $2.06M | 0.28% | +250+2.4% | Added |
| ICW Investment Advisors LLC | 10,582 | $2.06M | 0.92% | +374+3.7% | Added |
| Prospera Financial Services Inc | 10,778 | $2.10M | 0.06% | −56−0.5% | Reduced |
| Metis Global Partners, LLC | 10,910 | $2.12M | 0.08% | +162+1.5% | Added |
| Maryland State Retirement & Pension System | 11,665 | $2.12M | 0.04% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 10,941 | $2.13M | 0.33% | +1,932+21.4% | Added |
| Jump Financial, LLC | 10,963 | $2.13M | 0.06% | −3,781−25.6% | Reduced |
| Captrust Financial Advisors | 10,982 | $2.14M | 0.01% | −2,395−17.9% | Reduced |
| Silvercrest Asset Management Group LLC | 11,118 | $2.16M | 0.01% | +495+4.7% | Added |
| Oppenheimer Asset Management Inc. | 11,119 | $2.16M | 0.03% | +2,544+29.7% | Added |
| Stonebridge Capital Advisors LLC | 11,164 | $2.17M | 0.20% | +239+2.2% | Added |
| Empire Financial Management Company, LLC | 11,239 | $2.19M | 0.72% | +8,533+315.3% | Added |
| Ostrum Asset Management | 11,270 | $2.19M | 0.17% | +4,017+55.4% | Added |
| Virtu Financial LLC | 11,322 | $2.20M | 0.17% | −11,535−50.5% | Reduced |
| Kentucky Retirement Systems | 11,383 | $2.21M | 0.07% | −609−5.1% | Reduced |
| Rafferty Asset Management, LLC | 11,383 | $2.21M | 0.01% | −238−2.0% | Reduced |
| TrueMark Investments, LLC | 11,401 | $2.22M | 2.03% | +11,401 | New |
| Cresset Asset Management, LLC | 11,451 | $2.23M | 0.01% | −704−5.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 11,474 | $2.23M | 0.47% | −3,047−21.0% | Reduced |
| Auxier Asset Management | 11,510 | $2.24M | 0.34% | +3,300+40.2% | Added |
| Siemens Fonds Invest GmbH | 11,511 | $2.24M | 0.17% | −67−0.6% | Reduced |
| Wellington Management Group LLP | 11,525 | $2.24M | 0.00% | −7,726−40.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 11,600 | $2.26M | 0.04% | −5,880−33.6% | Reduced |
| Toroso Investments, LLC | 11,869 | $2.31M | 0.04% | +5,511+86.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,067 | $2.35M | 0.24% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 12,148 | $2.36M | 0.06% | +62+0.5% | Added |
| Kempen Capital Management N.V. | 12,158 | $2.36M | 0.03% | −2,055−14.5% | Reduced |
| Candriam Luxembourg S.C.A. | 12,160 | $2.37M | 0.02% | +734+6.4% | Added |
| Teachers Retirement System of the State of Kentucky | 12,183 | $2.37M | 0.02% | −631−4.9% | Reduced |
| Next Level Private LLC | 12,251 | $2.38M | 1.09% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 12,275 | $2.39M | 0.56% | −60.0% | Reduced |
| Wolverine Trading, LLC | 12,278 | $2.39M | 0.02% | −46,457−79.1% | Reduced |
| Elo Mutual Pension Insurance Co | 12,368 | $2.41M | 0.06% | −715−5.5% | Reduced |
| Brinker Capital Investments, LLC | 12,472 | $2.43M | 0.03% | +3,052+32.4% | Added |
| Orion Portfolio Solutions, LLC | 12,472 | $2.43M | 0.03% | +3,052+32.4% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 12,500 | $2.43M | 0.57% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 12,515 | $2.43M | 0.34% | +1,073+9.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,081 | $2.44M | 0.02% | +1,181+9.9% | Added |
| GWM Advisors LLC | 12,547 | $2.44M | 0.02% | −5,332−29.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 12,560 | $2.44M | 0.08% | +9,635+329.4% | Added |
| Kestra Private Wealth Services, LLC | 12,666 | $2.46M | 0.06% | +44+0.3% | Added |
| Toth Financial Advisory Corp | 12,752 | $2.48M | 0.31% | −31−0.2% | Reduced |
| Oregon Public Employees Retirement Fund | 12,798 | $2.49M | 0.05% | −4,204−24.7% | Reduced |
| Signet Financial Management, LLC | 12,960 | $2.52M | 0.35% | +4,854+59.9% | Added |
| Swiss Life Asset Management Ltd | 13,021 | $2.53M | 0.04% | −11,214−46.3% | Reduced |
| Suncoast Equity Management | 13,047 | $2.54M | 0.30% | +1,042+8.7% | Added |
| Argyle Capital Management Inc. | 13,098 | $2.55M | 0.99% | −750−5.4% | Reduced |
| Alliance Wealth Advisors, LLC | 13,158 | $2.56M | 0.76% | +13,158 | New |
| Ossiam | 13,271 | $2.58M | 0.05% | −4,509−25.4% | Reduced |
| Colonial Trust Co | 13,361 | $2.60M | 0.49% | +2,846+27.1% | Added |
| JustInvest LLC | 13,719 | $2.67M | 0.06% | +126+0.9% | Added |
| Achmea Investment Management B.V. | 13,843 | $2.69M | 0.05% | −14,723−51.5% | Reduced |
| Azimuth Capital Investment Management LLC | 13,855 | $2.69M | 0.11% | +6,405+86.0% | Added |
| Chesley Taft & Associates LLC | 14,079 | $2.74M | 0.14% | −50.0% | Reduced |
| Macquarie Group Ltd | 14,094 | $2.74M | 0.00% | −85−0.6% | Reduced |
| McRae Capital Management Inc | 14,164 | $2.75M | 0.60% | +4,465+46.0% | Added |
| Thrivent Financial for Lutherans | 14,212 | $2.77M | 0.01% | −19,773−58.2% | Reduced |
| Neuberger Berman Group LLC | 14,394 | $2.80M | 0.00% | +8,409+140.5% | Added |
| Hennessy Advisors Inc | 14,500 | $2.82M | 0.12% | +14,500 | New |
| Axxcess Wealth Management, LLC | 14,573 | $2.83M | 0.08% | −4,110−22.0% | Reduced |
| Strategic Global Advisors, LLC | 14,655 | $2.85M | 0.62% | −12,707−46.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 14,718 | $2.86M | 0.20% | +14,718 | New |
| Central Trust Co | 14,784 | $2.88M | 0.07% | −467−3.1% | Reduced |
| Summit Place Financial Advisors, LLC | 14,811 | $2.88M | 1.69% | +1,155+8.5% | Added |
| Landscape Capital Management, L.L.C. | 14,887 | $2.90M | 0.25% | +14,887 | New |
| Liberty One Investment Management, LLC | 14,891 | $2.90M | 0.33% | +2,106+16.5% | Added |
| Hamel Associates, Inc. | 14,922 | $2.90M | 0.93% | +1,090+7.9% | Added |
| Bath Savings Trust Co | 14,955 | $2.91M | 0.31% | −3,647−19.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 14,974 | $2.91M | 0.22% | +13,567+964.3% | Added |
| Bridges Investment Management Inc | 15,001 | $2.92M | 0.09% | +5,611+59.8% | Added |
| Northwestern Mutual Wealth Management Co | 15,318 | $2.98M | 0.00% | +346+2.3% | Added |
| Lazard Asset Management LLC | 15,525 | $3.02M | 0.00% | −74,573−82.8% | Reduced |
| Daiwa Securities Group Inc. | 15,583 | $3.03M | 0.02% | +357+2.3% | Added |
| Eukles Asset Management | 15,624 | $3.04M | 1.32% | +682+4.6% | Added |
| Pittenger & Anderson Inc | 15,734 | $3.06M | 0.12% | +629+4.2% | Added |
| Steward Partners Investment Advisory, LLC | 15,753 | $3.06M | 0.03% | +584+3.8% | Added |
| Carret Asset Management, LLC | 15,800 | $3.07M | 0.36% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 15,967 | $3.10M | 0.25% | +158+1.0% | Added |
| Fluent Financial, LLC | 15,996 | $3.11M | 1.72% | +15,996 | New |
| Poehling Capital Management, LLC | 16,062 | $3.12M | 0.84% | +1,504+10.3% | Added |
| Andra AP-fonden | 16,100 | $3.13M | 0.06% | +16,100 | New |
| Mitchell Capital Management Co | 16,215 | $3.15M | 0.61% | +16,215 | New |
| NBC Securities, Inc. | 16,636 | $3.23M | 0.30% | +11,365+215.6% | Added |
| 1832 Asset Management L.P. | 16,748 | $3.26M | 0.01% | +503+3.1% | Added |
| Gotham Asset Management, LLC | 16,846 | $3.28M | 0.05% | −3,651−17.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 16,997 | $3.31M | 0.32% | +1,164+7.4% | Added |
| Amica Mutual Insurance Co | 17,075 | $3.32M | 0.34% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 17,100 | $3.33M | 0.07% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 17,192 | $3.34M | 0.58% | −45−0.3% | Reduced |
| Alaska Permanent Fund Corp | 17,294 | $3.36M | 0.05% | +120+0.7% | Added |