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 29 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 |
|---|---|---|---|---|---|
| Burkett Financial Services, LLC | 109 | $21.2K | 0.01% | +1+0.9% | Added |
| New England Capital Financial Advisors LLC | 117 | $22.8K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 121 | $23.5K | 0.01% | −70−36.6% | Reduced |
| Venturi Wealth Management, LLC | 124 | $24.1K | 0.00% | +55+79.7% | Added |
| Pinnacle Bancorp, Inc. | 125 | $24.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 126 | $24.5K | 0.01% | +126 | New |
| Farmers & Merchants Investments Inc | 128 | $24.9K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 130 | $25.3K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 130 | $25.3K | 0.01% | −27−17.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 133 | $25.9K | 0.00% | +8+6.4% | Added |
| Quarry LP | 134 | $26.1K | 0.01% | −50−27.2% | Reduced |
| Main Street Group, LTD | 135 | $26.4K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 146 | $28.4K | 0.00% | −16−9.9% | Reduced |
| Gradient Investments LLC | 146 | $28.4K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 148 | $28.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 149 | $29.0K | 0.02% | +149 | New |
| Retirement Group, LLC | 149 | $29.0K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 150 | $29.2K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 150 | $29.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 154 | $30.0K | 0.02% | −5−3.1% | Reduced |
| Financial Avengers, Inc. | 155 | $30.7K | 0.02% | +1+0.6% | Added |
| Crewe Advisors LLC | 180 | $35.0K | 0.00% | +180 | New |
| Washington Trust Co | 182 | $35.5K | 0.00% | +3+1.7% | Added |
| Park Place Capital Corp | 185 | $36.0K | 0.01% | +185 | New |
| Compass Wealth Management LLC | 196 | $38.1K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 200 | $38.4K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $38.9K | 0.03% | −75−27.3% | Reduced |
| Old Second National Bank of Aurora | 200 | $38.9K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $38.9K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $38.9K | 0.02% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 202 | $39.2K | 0.00% | −17,325−98.8% | Reduced |
| Frazier Financial Advisors, LLC | 206 | $40.1K | 0.03% | −5−2.4% | Reduced |
| Castleview Partners, LLC | 206 | $40.1K | 0.02% | +67+48.2% | Added |
| Bell Investment Advisors, Inc | 208 | $40.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 212 | $41.2K | 0.00% | −3−1.4% | Reduced |
| CNB Bank | 225 | $43.8K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 229 | $44.5K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 240 | $44.7K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 235 | $45.8K | 0.02% | +108+85.0% | Added |
| Laffer Tengler Investments | 245 | $47.7K | 0.01% | +45+22.5% | Added |
| AlphaMark Advisors, LLC | 250 | $49.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 238 | $49.9K | 0.00% | −215−47.5% | Reduced |
| Highlander Capital Management, LLC | 259 | $50.4K | 0.02% | +90+53.3% | Added |
| North Star Investment Management Corp. | 263 | $51.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 266 | $51.7K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 267 | $52.0K | 0.03% | +1+0.4% | Added |
| Salomon & Ludwin, LLC | 270 | $52.5K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 275 | $53.5K | 0.01% | +100+57.1% | Added |
| GPS Wealth Strategies Group, LLC | 286 | $55.6K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 289 | $56.2K | 0.01% | +160+124.0% | Added |
| Concord Wealth Partners | 291 | $56.6K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 300 | $58.4K | 0.02% | +300 | New |
| JJJ Advisors Inc. | 301 | $58.5K | 0.01% | +18+6.4% | Added |
| Delta Asset Management LLC | 310 | $60.3K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 312 | $60.7K | 0.01% | +2+0.6% | Added |
| Cranbrook Wealth Management, LLC | 314 | $61.1K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 320 | $62.2K | 0.00% | −775−70.8% | Reduced |
| Smartleaf Asset Management LLC | 326 | $63.1K | 0.01% | +129+65.5% | Added |
| BOK Financial Private Wealth, Inc. | 330 | $64.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 342 | $66.5K | 0.01% | +78+29.5% | Added |
| TD Private Client Wealth LLC | 347 | $67.5K | 0.00% | −694−66.7% | Reduced |
| Carolinas Wealth Consulting LLC | 347 | $67.5K | 0.01% | +1+0.3% | Added |
| Princeton Global Asset Management LLC | 357 | $69.5K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 378 | $74.0K | 0.04% | +1+0.3% | Added |
| EntryPoint Capital, LLC | 381 | $74.1K | 0.07% | +281+281.0% | Added |
| Mendota Financial Group, LLC | 382 | $74.3K | 0.04% | −30−7.3% | Reduced |
| First Horizon Advisors, Inc. | 390 | $75.9K | 0.00% | +41+11.7% | Added |
| Estabrook Capital Management | 400 | $77.8K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 400 | $77.8K | 0.05% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 400 | $77.8K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 400 | $77.8K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 403 | $78.4K | 0.03% | +87+27.5% | Added |
| Wetzel Investment Advisors, Inc. | 430 | $79.5K | 0.05% | 00.0% | Unchanged |
| ORG Partners LLC | 402 | $79.7K | 0.15% | −492−55.0% | Reduced |
| Independence Bank of Kentucky | 415 | $80.7K | 0.02% | −25−5.7% | Reduced |
| Peoples Financial Services Corp. | 429 | $83.4K | 0.04% | −100−18.9% | Reduced |
| Versant Capital Management, Inc | 432 | $84.0K | 0.02% | −18−4.0% | Reduced |
| Bellevue Asset Management, LLC | 450 | $87.5K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 452 | $87.9K | 0.01% | +2+0.4% | Added |
| Rosenberg Matthew Hamilton | 472 | $93.6K | 0.03% | +78+19.8% | Added |
| Laurel Wealth Advisors LLC | 482 | $93.7K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 486 | $94.6K | 0.01% | +57+13.3% | Added |
| Adirondack Trust Co | 497 | $96.7K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $97.3K | 0.05% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 500 | $97.3K | 0.05% | +500 | New |
| Transamerica Financial Advisors, Inc. | 500 | $98.0K | 0.01% | −3,250−86.7% | Reduced |
| Hollencrest Capital Management | 505 | $98.2K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 515 | $100.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 526 | $102.3K | 0.01% | +118+28.9% | Added |
| Hexagon Capital Partners LLC | 541 | $105.3K | 0.02% | +39+7.8% | Added |
| Tyler-Stone Wealth Management | 544 | $105.8K | 0.05% | +1+0.2% | Added |
| BFSG, LLC | 550 | $107.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 556 | $108.2K | 0.02% | +16+3.0% | Added |
| TCTC Holdings, LLC | 558 | $108.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 561 | $109.1K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 570 | $110.9K | 0.04% | +5+0.9% | Added |
| FinTrust Capital Advisors, LLC | 2,378 | $112.5K | 0.02% | +2,120+821.7% | Added |
| Bank of New Hampshire | 580 | $112.8K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 586 | $114.0K | 0.00% | +221+60.5% | Added |
| Anchor Investment Management, LLC | 594 | $115.5K | 0.01% | −94−13.7% | Reduced |