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 |
|---|---|---|---|---|---|
| Citizens Financial Group Inc | 30,785 | $5.99M | 0.20% | −3,226−9.5% | Reduced |
| Birmingham Capital Management Co Inc | 30,789 | $5.99M | 2.20% | −450−1.4% | Reduced |
| Texas Permanent School Fund | 30,986 | $6.03M | 0.05% | +36+0.1% | Added |
| Monte Financial Group, LLC | 31,152 | $6.06M | 2.65% | +15,116+94.3% | Added |
| Blair William & Co | 31,185 | $6.07M | 0.02% | −715−2.2% | Reduced |
| Fruth Investment Management | 31,232 | $6.07M | 1.56% | +80+0.3% | Added |
| SYSTM Wealth Solutions LLC | 31,844 | $6.19M | 0.78% | +31,844 | New |
| Bancreek Capital Management, LP | 31,891 | $6.20M | 4.62% | +439+1.4% | Added |
| Grimes & Company, Inc. | 31,898 | $6.20M | 0.19% | +2,446+8.3% | Added |
| Great Valley Advisor Group, Inc. | 31,924 | $6.21M | 0.19% | +26,085+446.7% | Added |
| Amalgamated Bank | 32,157 | $6.25M | 0.05% | −4,724−12.8% | Reduced |
| M&T Bank Corp | 32,444 | $6.31M | 0.02% | +4,464+16.0% | Added |
| Atria Investments LLC | 32,581 | $6.34M | 0.09% | +7,612+30.5% | Added |
| Dakota Wealth Management | 32,833 | $6.39M | 0.16% | +17,115+108.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,904 | $6.40M | 0.04% | +81+0.2% | Added |
| Tikehau Investment Management | 32,911 | $6.40M | 5.19% | −1,060−3.1% | Reduced |
| Covington Investment Advisors Inc. | 33,147 | $6.45M | 1.05% | +8,938+36.9% | Added |
| TownSquare Capital, LLC | 33,240 | $6.47M | 0.09% | +32,139+2,919.1% | Added |
| Dearborn Partners LLC | 33,335 | $6.48M | 0.28% | +20,181+153.4% | Added |
| Providence Capital Advisors, LLC | 33,420 | $6.50M | 1.42% | +9,998+42.7% | Added |
| Private Advisor Group, LLC | 19,179 | $6.53M | 0.05% | +1,099+6.1% | Added |
| Federation des caisses Desjardins du Quebec | 33,982 | $6.60M | 0.05% | +4,417+14.9% | Added |
| Federated Hermes, Inc. | 34,233 | $6.66M | 0.02% | −216,583−86.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 35,300 | $6.87M | 0.02% | −8,949−20.2% | Reduced |
| Quinn Opportunity Partners LLC | 35,321 | $6.87M | 0.78% | −50,158−58.7% | Reduced |
| CI Private Wealth, LLC | 35,545 | $6.91M | 0.01% | +833+2.4% | Added |
| Empowered Funds, LLC | 36,101 | $7.02M | 0.13% | +18,056+100.1% | Added |
| STRS Ohio | 37,728 | $7.34M | 0.03% | −11,641−23.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 37,889 | $7.37M | 0.02% | −109,200−74.2% | Reduced |
| Fulcrum Capital LLC | 37,901 | $7.37M | 1.75% | +596+1.6% | Added |
| MAI Capital Management | 38,202 | $7.43M | 0.08% | +34,403+905.6% | Added |
| Westfield Capital Management Co LP | 38,215 | $7.43M | 0.04% | +7,482+24.3% | Added |
| American International Group, Inc. | 38,516 | $7.49M | 0.03% | −236−0.6% | Reduced |
| Cerity Partners LLC | 38,732 | $7.49M | 0.02% | +17,646+83.7% | Added |
| SevenBridge Financial Group, LLC | 37,940 | $7.51M | 1.70% | +1,831+5.1% | Added |
| Dean Investment Associates, LLC | 39,225 | $7.63M | 1.05% | +12,300+45.7% | Added |
| Millennium Management LLC | 39,311 | $7.65M | 0.01% | −664,942−94.4% | Reduced |
| Executive Wealth Management, LLC | 38,641 | $7.66M | 0.67% | +38,641 | New |
| MetLife Investment Management | 39,692 | $7.72M | 0.05% | −1,275−3.1% | Reduced |
| Forsta Ap-Fonden | 39,800 | $7.74M | 0.07% | +3,500+9.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 39,854 | $7.75M | 0.92% | +10,869+37.5% | Added |
| CIBC World Markets Inc. | 39,951 | $7.77M | 0.02% | +17,204+75.6% | Added |
| Nisa Investment Advisors, LLC | 39,954 | $7.77M | 0.05% | −1,292−3.1% | Reduced |
| Motco | 40,136 | $7.81M | 0.47% | +4,334+12.1% | Added |
| GTS Securities LLC | 40,445 | $7.87M | 0.21% | −1,660−3.9% | Reduced |
| CIBC World Markets Corp | 40,843 | $7.94M | 0.05% | +21,549+111.7% | Added |
| Beese Fulmer Investment Management, Inc. | 41,095 | $7.99M | 0.75% | −1,151−2.7% | Reduced |
| Arizona State Retirement System | 43,012 | $8.37M | 0.06% | +851+2.0% | Added |
| AXA S.A. | 43,013 | $8.37M | 0.03% | +9,235+27.3% | Added |
| State of Michigan Retirement System | 43,334 | $8.43M | 0.05% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 45,037 | $8.76M | 0.13% | +5,065+12.7% | Added |
| Hendley & Co Inc | 45,094 | $8.77M | 3.14% | +185+0.4% | Added |
| Congress Asset Management Co | 45,653 | $8.88M | 0.06% | +344+0.8% | Added |
| State of Alaska, Department of Revenue | 46,369 | $9.02M | 0.10% | −2,925−5.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,433 | $9.03M | 0.03% | −45,346−49.4% | Reduced |
| West Coast Financial LLC | 46,802 | $9.10M | 1.10% | +424+0.9% | Added |
| Davenport & Co LLC | 48,542 | $9.44M | 0.06% | +36,268+295.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 49,407 | $9.61M | 0.02% | +18,968+62.3% | Added |
| Engineers Gate Manager LP | 49,435 | $9.62M | 0.25% | +26,746+117.9% | Added |
| Comerica Bank | 49,456 | $9.62M | 0.04% | +1,607+3.4% | Added |
| Worldquant Millennium Advisors LLC | 50,012 | $9.73M | 0.12% | −218,530−81.4% | Reduced |
| Lawson Kroeker Investment Management Inc | 50,153 | $9.75M | 1.85% | +619+1.2% | Added |
| Independent Advisor Alliance | 50,237 | $9.77M | 0.35% | −2,904−5.5% | Reduced |
| Baird Financial Group, Inc. | 50,584 | $9.84M | 0.02% | +1,348+2.7% | Added |
| Verity & Verity, LLC | 50,592 | $9.84M | 1.10% | +50,592 | New |
| CORDA Investment Management, LLC. | 50,851 | $9.89M | 0.79% | +524+1.0% | Added |
| Miramar Capital, LLC | 49,953 | $9.90M | 2.50% | +49,953 | New |
| Man Group plc | 50,899 | $9.90M | 0.03% | −115,617−69.4% | Reduced |
| Capital Investment Advisors, LLC | 50,979 | $9.92M | 0.23% | +48,626+2,066.6% | Added |
| Kingdon Capital Management, L.L.C. | 51,800 | $10.1M | 1.33% | +51,800 | New |
| Voya Investment Management LLC | 51,980 | $10.1M | 0.01% | −2,637−4.8% | Reduced |
| Martingale Asset Management L P | 52,275 | $10.2M | 0.20% | −45,813−46.7% | Reduced |
| Logan Capital Management Inc | 52,300 | $10.2M | 0.44% | −60.0% | Reduced |
| Savoir Faire Capital Management, L.P. | 53,325 | $10.4M | 4.78% | +10,116+23.4% | Added |
| Advisor Group Holdings, Inc. | 53,510 | $10.4M | 0.02% | −21,468−28.6% | Reduced |
| Susquehanna International Group, LLP | 53,859 | $10.5M | 0.02% | −52,468−49.3% | Reduced |
| SEI Investments Co | 54,540 | $10.6M | 0.02% | +1,168+2.2% | Added |
| Creative Planning | 55,648 | $10.8M | 0.01% | +2,951+5.6% | Added |
| CIBC Asset Management Inc | 55,719 | $10.8M | 0.04% | +20,417+57.8% | Added |
| Madison Asset Management, LLC | 55,843 | $10.9M | 0.13% | +26,392+89.6% | Added |
| Teacher Retirement System of Texas | 55,954 | $10.9M | 0.07% | −19,373−25.7% | Reduced |
| DRH Investments, Inc. | 56,958 | $11.1M | 10.84% | −4,547−7.4% | Reduced |
| Amussen Hunsaker Associates LLC | 56,509 | $11.1M | 2.01% | +56,509 | New |
| Scout Investments, Inc. | 56,239 | $11.2M | 0.27% | +24,100+75.0% | Added |
| USS Investment Management Ltd | 57,408 | $11.2M | 0.09% | +6,737+13.3% | Added |
| Banco Santander, S.A. | 57,588 | $11.2M | 0.14% | +3,814+7.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 58,519 | $11.4M | 0.13% | −500−0.8% | Reduced |
| Hook Mill Capital Partners, LP | 58,655 | $11.4M | 2.48% | +58,655 | New |
| Richard C. Young & CO., LTD. | 58,872 | $11.5M | 1.44% | −100.0% | Reduced |
| Crestline Management, LP | 59,126 | $11.5M | 1.09% | +59,126 | New |
| Mn Services Vermogensbeheer B.V. | 60,569 | $11.8M | 0.09% | −8,900−12.8% | Reduced |
| Fifth Third Bancorp | 60,831 | $11.8M | 0.05% | −4,553−7.0% | Reduced |
| LVM Capital Management Ltd | 61,583 | $12.0M | 1.41% | +535+0.9% | Added |
| Varma Mutual Pension Insurance Co | 61,700 | $12.0M | 0.10% | +37,100+150.8% | Added |
| CapWealth Advisors, LLC | 63,178 | $12.3M | 1.38% | +351+0.6% | Added |
| Oppenheimer & Co Inc | 63,263 | $12.3M | 0.20% | +35,953+131.6% | Added |
| Tobam | 63,285 | $12.3M | 1.10% | −38,602−37.9% | Reduced |
| Standard Life Aberdeen plc | 63,651 | $12.4M | 0.02% | +184+0.3% | Added |
| National Bank of Canada | 61,457 | $12.6M | 0.02% | −32,975−34.9% | Reduced |
| Bank of Nova Scotia | 66,551 | $12.9M | 0.03% | −27,416−29.2% | Reduced |