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 |
|---|---|---|---|---|---|
| City Holding Co | 596 | $115.9K | 0.02% | 00.0% | Unchanged |
| Blackhill Capital Inc | 600 | $116.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 631 | $122.8K | 0.00% | −137−17.8% | Reduced |
| Northwest Investment Counselors, LLC | 632 | $122.9K | 0.03% | +632 | New |
| PEAK6 Investments LLC | 633 | $123.1K | 0.01% | +633 | New |
| Salem Investment Counselors Inc | 645 | $125.5K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 672 | $130.7K | 0.08% | −59−8.1% | Reduced |
| Manchester Capital Management LLC | 673 | $130.9K | 0.02% | +6+0.9% | Added |
| Deseret Mutual Benefit Administrators | 684 | $133.0K | 0.07% | +15+2.2% | Added |
| American National Bank | 685 | $133.2K | 0.02% | 00.0% | Unchanged |
| Elgethun Capital Management | 681 | $133.4K | 0.03% | +155+29.5% | Added |
| Slocum, Gordon & Co LLP | 693 | $134.8K | 0.10% | +693 | New |
| CoreFirst Bank & Trust | 694 | $135.0K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 700 | $136.0K | 0.06% | −54−7.2% | Reduced |
| Global Retirement Partners, LLC | 701 | $136.3K | 0.01% | −36−4.9% | Reduced |
| Fortis Group Advisors, LLC | 732 | $142.4K | 0.03% | −15,491−95.5% | Reduced |
| JFS Wealth Advisors, LLC | 740 | $143.9K | 0.01% | −7−0.9% | Reduced |
| Pacific Center for Financial Services | 746 | $145.1K | 0.04% | +550+280.6% | Added |
| Private Ocean, LLC | 762 | $148.1K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 777 | $151.0K | 0.01% | +10+1.3% | Added |
| RE Advisers Corp | 785 | $152.7K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 786 | $152.9K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 786 | $153.0K | 0.06% | 00.0% | Unchanged |
| Advantage Trust Co | 800 | $155.6K | 0.11% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 809 | $157.4K | 0.13% | +575+245.7% | Added |
| Sunbelt Securities, Inc. | 824 | $160.3K | 0.02% | +164+24.8% | Added |
| Hantz Financial Services, Inc. | 870 | $169.0K | 0.00% | +3+0.3% | Added |
| MV Capital Management, Inc. | 870 | $169.2K | 0.02% | +7+0.8% | Added |
| Centaurus Financial, Inc. | 874 | $170.0K | 0.01% | +125+16.7% | Added |
| Harbor Investment Advisory, LLC | 901 | $175.2K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 909 | $177.0K | 0.02% | +323+55.1% | Added |
| Hanson & Doremus Investment Management | 916 | $178.0K | 0.03% | +1+0.1% | Added |
| Mather Group, LLC. | 964 | $179.7K | 0.00% | −246−20.3% | Reduced |
| Hills Bank & Trust Co | 925 | $179.9K | 0.02% | −89−8.8% | Reduced |
| Lowe Wealth Advisors, LLC | 933 | $181.5K | 0.08% | +1+0.1% | Added |
| Creative Financial Designs Inc | 963 | $187.3K | 0.02% | +762+379.1% | Added |
| V-Square Quantitative Management LLC | 987 | $192.0K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 987 | $192.0K | 0.01% | +2+0.2% | Added |
| Horizon Bancorp Inc | 1,000 | $194.0K | 0.09% | 00.0% | Unchanged |
| Clean Yield Group | 1,000 | $194.5K | 0.08% | −100−9.1% | Reduced |
| LGT Financial Advisors LLC | 1,003 | $195.0K | 0.23% | +330+49.0% | Added |
| Susquehanna International Group Ltd. | 1,031 | $200.5K | 0.05% | +1,031 | New |
| Longfellow Investment Management Co LLC | 1,032 | $200.7K | 0.05% | +1,021+9,281.8% | Added |
| Aberdeen Wealth Management LLC | 1,032 | $200.7K | 0.12% | +1,032 | New |
| IAM Advisory, LLC | 1,035 | $201.3K | 0.06% | +1,035 | New |
| Sendero Wealth Management, LLC | 1,036 | $201.5K | 0.03% | +1,036 | New |
| Washington Trust Bank | 1,041 | $202.5K | 0.02% | +1,041 | New |
| Wealth Alliance | 1,042 | $202.6K | 0.03% | −95−8.4% | Reduced |
| Financial Advocates Investment Management | 1,045 | $203.3K | 0.01% | +1,045 | New |
| Quaker Wealth Management, LLC | 1,057 | $205.6K | 0.08% | +1,057 | New |
| Bridge Creek Capital Management LLC | 1,060 | $206.2K | 0.07% | +1,060 | New |
| KLCM Advisors, Inc. | 1,067 | $207.5K | 0.03% | +1,067 | New |
| Capital Advisors Inc | 1,067 | $207.5K | 0.00% | +1,067 | New |
| Keystone Financial Group | 1,068 | $207.7K | 0.03% | +1,068 | New |
| Quadrant Private Wealth Management, LLC | 1,073 | $208.8K | 0.05% | 00.0% | Unchanged |
| NTV Asset Management LLC | 1,078 | $209.7K | 0.03% | +1,078 | New |
| Meritage Group LP | 1,081 | $210.0K | 0.00% | −73−6.3% | Reduced |
| M. Kulyk & Associates, LLC | 1,080 | $210.1K | 0.05% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 1,090 | $211.9K | 0.09% | −3,249−74.9% | Reduced |
| Rooted Wealth Advisors, Inc. | 1,055 | $212.0K | 0.10% | +1,055 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,077 | $213.5K | 0.13% | +1,077 | New |
| Alliance Wealth Management Group | 1,100 | $213.9K | 0.06% | 00.0% | Unchanged |
| Towercrest Capital Management | 1,100 | $213.9K | 0.04% | 00.0% | Unchanged |
| Collective Family Office LLC | 1,102 | $214.3K | 0.07% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 1,104 | $214.7K | 0.08% | −116−9.5% | Reduced |
| Taylor Hoffman Wealth Management | 1,111 | $216.1K | 0.09% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,092 | $216.5K | 0.09% | −66−5.7% | Reduced |
| Davy Global Fund Management Ltd | 1,116 | $217.1K | 0.02% | +1,116 | New |
| Farmers National Bank | 1,118 | $217.5K | 0.06% | +18+1.6% | Added |
| W Advisors, LLC | 1,121 | $218.0K | 0.15% | +24+2.2% | Added |
| Massmutual Trust Co FSB | 1,128 | $219.4K | 0.01% | +17+1.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,129 | $219.6K | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,132 | $220.2K | 0.20% | +1,132 | New |
| Conning Inc. | 1,134 | $220.6K | 0.01% | −80−6.6% | Reduced |
| Kinneret Advisory, LLC | 1,138 | $221.3K | 0.02% | −4−0.4% | Reduced |
| Arkadios Wealth Advisors | 1,141 | $221.9K | 0.02% | −394−25.7% | Reduced |
| CFM Wealth Partners LLC | 1,148 | $223.3K | 0.04% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 1,148 | $223.3K | 0.15% | +1,148 | New |
| KCM Investment Advisors LLC | 1,149 | $223.5K | 0.01% | −11,889−91.2% | Reduced |
| Left Brain Wealth Management, LLC | 1,149 | $223.5K | 0.11% | −7−0.6% | Reduced |
| Chicago Partners Investment Group LLC | 1,209 | $226.1K | 0.01% | +48+4.1% | Added |
| Hudson Valley Investment Advisors Inc | 1,164 | $226.4K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,165 | $226.7K | 0.02% | +60+5.4% | Added |
| IFP Advisors, Inc | 1,170 | $227.5K | 0.01% | +26+2.3% | Added |
| Smith Anglin Financial, LLC | 1,173 | $228.1K | 0.02% | −629−34.9% | Reduced |
| Cypress Asset Management Inc | 1,175 | $228.5K | 0.06% | −225−16.1% | Reduced |
| Madden Securities Corp | 1,176 | $228.7K | 0.11% | −200−14.5% | Reduced |
| Diversified, LLC | 1,178 | $229.0K | 0.03% | +5+0.4% | Added |
| Moneta Group Investment Advisors LLC | 1,178 | $229.0K | 0.00% | +10+0.9% | Added |
| Tower View Investment Management & Research LLC | 1,183 | $230.1K | 0.13% | −3,000−71.7% | Reduced |
| Stratos Wealth Advisors, LLC | 1,184 | $230.4K | 0.01% | −132−10.0% | Reduced |
| Channel Wealth LLC | 1,189 | $231.3K | 0.09% | +10+0.8% | Added |
| Avantax Planning Partners, Inc. | 1,190 | $231.5K | 0.01% | +112+10.4% | Added |
| Gallacher Capital Management LLC | 1,193 | $232.1K | 0.12% | −1,610−57.4% | Reduced |
| Nomura Holdings Inc | 1,197 | $232.8K | 0.00% | −1,829−60.4% | Reduced |
| Guardian Wealth Advisors, LLC | 1,200 | $233.4K | 0.03% | −266−18.1% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,200 | $233.4K | 0.13% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 1,206 | $233.9K | 0.09% | +8+0.7% | Added |
| Ignite Planners, LLC | 1,180 | $234.0K | 0.07% | −174−12.9% | Reduced |
| D.B. Root & Company, LLC | 1,205 | $234.4K | 0.08% | +1,205 | New |