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 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 17,359 | $3.38M | 0.01% | −348,848−95.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 17,444 | $3.39M | 0.83% | +6,914+65.7% | Added |
| Geneos Wealth Management Inc. | 17,555 | $3.41M | 0.16% | +12,706+262.0% | Added |
| Two Sigma Securities, LLC | 17,619 | $3.43M | 0.17% | +3,439+24.3% | Added |
| Bokf, NA | 17,303 | $3.43M | 0.06% | +3,692+27.1% | Added |
| Kestra Advisory Services, LLC | 17,851 | $3.47M | 0.02% | −2,800−13.6% | Reduced |
| British Columbia Investment Management Corp | 17,895 | $3.48M | 0.02% | +646+3.7% | Added |
| Financial Advisory Partners, LLC | 18,031 | $3.51M | 1.36% | +18,031 | New |
| Nissay Asset Management Corp | 18,087 | $3.52M | 0.02% | +516+2.9% | Added |
| Advisory Services Network, LLC | 18,143 | $3.53M | 0.08% | −3,192−15.0% | Reduced |
| Occudo Quantitative Strategies LP | 18,228 | $3.55M | 0.62% | +9,149+100.8% | Added |
| D.A. Davidson & Co. | 18,243 | $3.55M | 0.03% | +4,914+36.9% | Added |
| Lighthouse Investment Partners, LLC | 18,350 | $3.57M | 0.21% | +18,350 | New |
| O'Shaughnessy Asset Management, LLC | 18,584 | $3.61M | 0.04% | +245+1.3% | Added |
| Coston, McIsaac & Partners | 18,704 | $3.64M | 1.17% | +1,236+7.1% | Added |
| Ironwood Investment Counsel, LLC | 18,721 | $3.64M | 0.64% | +6,215+49.7% | Added |
| Evexia Wealth LLC | 19,920 | $3.70M | 1.52% | −711−3.4% | Reduced |
| Prosperity Consulting Group, LLC | 19,095 | $3.71M | 0.47% | +19,095 | New |
| Beacon Pointe Advisors, LLC | 19,215 | $3.74M | 0.04% | −2,571−11.8% | Reduced |
| Mercer Global Advisors Inc | 19,270 | $3.76M | 0.01% | −140−0.7% | Reduced |
| Pathstone Holdings, LLC | 19,481 | $3.79M | 0.02% | −118−0.6% | Reduced |
| Mutual of America Capital Management LLC | 19,631 | $3.82M | 0.04% | −4,474−18.6% | Reduced |
| Kennon-Green & Company, LLC | 19,788 | $3.85M | 3.59% | +4,615+30.4% | Added |
| Douglas Lane & Associates, LLC | 19,794 | $3.85M | 0.05% | +18,174+1,121.9% | Added |
| Soltis Investment Advisors LLC | 19,861 | $3.86M | 0.43% | +16,829+555.0% | Added |
| Bright Rock Capital Management, LLC | 20,000 | $3.89M | 0.81% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 20,024 | $3.89M | 0.06% | +14,300+249.8% | Added |
| Parallax Volatility Advisers, L.P. | 20,170 | $3.92M | 0.11% | −31,915−61.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 20,214 | $3.93M | 0.09% | +982+5.1% | Added |
| AMG National Trust Bank | 20,434 | $3.97M | 0.12% | 00.0% | Unchanged |
| Aviva PLC | 20,508 | $3.99M | 0.01% | −12,028−37.0% | Reduced |
| ING Groep NV | 20,539 | $3.99M | 0.03% | −39,981−66.1% | Reduced |
| DT Investment Partners, LLC | 20,645 | $4.02M | 0.41% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 20,729 | $4.03M | 0.01% | −3,400−14.1% | Reduced |
| Advisors Asset Management, Inc. | 20,822 | $4.05M | 0.08% | +3,242+18.4% | Added |
| Donaldson Capital Management, LLC | 20,831 | $4.05M | 0.17% | +2,510+13.7% | Added |
| CIBC Private Wealth Group, LLC | 20,527 | $4.07M | 0.01% | −42−0.2% | Reduced |
| Fragasso Group Inc. | 20,938 | $4.07M | 0.34% | +1,483+7.6% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $4.08M | 0.95% | +6,300+42.9% | Added |
| Ancora Advisors, LLC | 21,059 | $4.10M | 0.09% | +20,653+5,086.9% | Added |
| Public Employees Retirement Association of Colorado | 21,129 | $4.11M | 0.02% | −476−2.2% | Reduced |
| Rockefeller Capital Management L.P. | 21,943 | $4.27M | 0.01% | +6,791+44.8% | Added |
| Peapack Gladstone Financial Corp | 21,938 | $4.27M | 0.07% | +166+0.8% | Added |
| Yacktman Asset Management LP | 21,950 | $4.27M | 0.04% | +11,750+115.2% | Added |
| SG Americas Securities, LLC | 22,035 | $4.29M | 0.02% | +15,538+239.2% | Added |
| Panagora Asset Management Inc | 22,079 | $4.29M | 0.02% | −13,362−37.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,425 | $4.36M | 0.05% | +1,316+6.2% | Added |
| Mengis Capital Management, Inc. | 22,430 | $4.36M | 0.67% | −805−3.5% | Reduced |
| Chilton Investment Co LLC | 22,524 | $4.38M | 0.12% | −61,162−73.1% | Reduced |
| Snowden Capital Advisors LLC | 22,572 | $4.39M | 0.14% | +16,092+248.3% | Added |
| MML Investors Services, LLC | 22,651 | $4.41M | 0.02% | +1,489+7.0% | Added |
| New York Life Investment Management LLC | 22,663 | $4.41M | 0.04% | −792−3.4% | Reduced |
| Atria Wealth Solutions, Inc. | 23,005 | $4.47M | 0.05% | +2,229+10.7% | Added |
| Easterly Investment Partners LLC | 23,049 | $4.48M | 0.34% | +23,049 | New |
| Venture Visionary Partners LLC | 23,078 | $4.49M | 0.21% | +9,389+68.6% | Added |
| Martin Capital Partners, LLC | 23,510 | $4.57M | 1.75% | +23,510 | New |
| Fiduciary Trust Co | 23,919 | $4.65M | 0.07% | +2,181+10.0% | Added |
| Equitable Holdings, Inc. | 23,920 | $4.65M | 0.05% | +138+0.6% | Added |
| Rodgers Brothers Inc. | 23,929 | $4.65M | 0.64% | +104+0.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 24,145 | $4.70M | 0.97% | −206−0.8% | Reduced |
| ProShare Advisors LLC | 24,462 | $4.76M | 0.01% | −505−2.0% | Reduced |
| Yousif Capital Management, LLC | 24,472 | $4.76M | 0.05% | −749−3.0% | Reduced |
| American Trust | 24,651 | $4.79M | 0.44% | +6,337+34.6% | Added |
| Glassy Mountain Advisors, Inc. | 24,953 | $4.85M | 1.83% | +24,953 | New |
| InterOcean Capital Group, LLC | 24,954 | $4.85M | 0.12% | +8,556+52.2% | Added |
| Bradley Foster & Sargent Inc | 24,984 | $4.86M | 0.09% | −7,405−22.9% | Reduced |
| Jefferies Financial Group Inc. | 25,000 | $4.86M | 0.10% | −67,364−72.9% | Reduced |
| Central Bank & Trust Co | 25,107 | $4.88M | 0.70% | −2,476−9.0% | Reduced |
| Intech Investment Management LLC | 25,149 | $4.89M | 0.07% | −9,122−26.6% | Reduced |
| JLB & Associates Inc | 25,222 | $4.91M | 0.65% | +8,727+52.9% | Added |
| Utah Retirement Systems | 25,994 | $5.06M | 0.06% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 26,086 | $5.07M | 1.75% | +2,348+9.9% | Added |
| HGK Asset Management Inc | 26,147 | $5.09M | 0.99% | +7,358+39.2% | Added |
| Pacer Advisors, Inc. | 26,183 | $5.09M | 0.01% | −2,378−8.3% | Reduced |
| Czech National Bank | 26,372 | $5.13M | 0.07% | +121+0.5% | Added |
| Heritage Investors Management Corp | 26,375 | $5.13M | 0.18% | −383−1.4% | Reduced |
| Stansberry Asset Management, LLC | 26,696 | $5.19M | 0.70% | +1,690+6.8% | Added |
| American Trust Investment Advisors, LLC | 26,991 | $5.25M | 2.50% | +367+1.4% | Added |
| Portland Global Advisors LLC | 27,002 | $5.25M | 0.72% | +2,697+11.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 27,122 | $5.28M | 0.12% | −4,984−15.5% | Reduced |
| Scotia Capital Inc. | 27,158 | $5.28M | 0.03% | +16,822+162.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 27,413 | $5.32M | 0.02% | −615−2.2% | Reduced |
| Glenmede Trust Co NA | 27,521 | $5.35M | 0.03% | −103−0.4% | Reduced |
| Benedict Financial Advisors Inc | 27,536 | $5.36M | 1.36% | +617+2.3% | Added |
| Appleton Partners Inc | 28,019 | $5.45M | 0.42% | −1,562−5.3% | Reduced |
| Van Eck Associates Corp | 28,392 | $5.52M | 0.01% | +3,003+11.8% | Added |
| Colonial Trust Advisors | 28,703 | $5.58M | 0.55% | +837+3.0% | Added |
| Second Half Financial Partners, LLC | 28,856 | $5.61M | 2.50% | +28,856 | New |
| Prentiss Smith & Co Inc | 28,945 | $5.63M | 3.96% | −652−2.2% | Reduced |
| DnB Asset Management AS | 29,391 | $5.72M | 0.03% | −4,722−13.8% | Reduced |
| AdvisorShares Investments LLC | 29,598 | $5.76M | 0.97% | +10,880+58.1% | Added |
| Greystone Financial Group, LLC | 29,815 | $5.80M | 1.16% | +27,276+1,074.3% | Added |
| Oak Harvest Investment Services | 29,929 | $5.82M | 0.97% | +29,929 | New |
| Brown Advisory Inc | 29,966 | $5.83M | 0.01% | −2,759−8.4% | Reduced |
| Employees Provident Fund Board | 30,000 | $5.83M | 0.10% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 30,005 | $5.84M | 0.85% | +3,995+15.4% | Added |
| IFM Investors Pty Ltd | 30,088 | $5.85M | 0.06% | 00.0% | Unchanged |
| Longbow Finance SA | 30,153 | $5.86M | 0.59% | −2,939−8.9% | Reduced |
| Vontobel Holding Ltd. | 30,353 | $5.90M | 0.05% | +6,951+29.7% | Added |
| Xponance, Inc. | 30,447 | $5.92M | 0.06% | +159+0.5% | Added |