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 |
|---|---|---|---|---|---|
| MainStreet Investment Advisors LLC | 1,212 | $235.7K | 0.03% | +1,212 | New |
| Magnetar Financial LLC | 1,217 | $236.7K | 0.01% | +1,217 | New |
| Commonwealth Financial Services, LLC | 1,273 | $237.4K | 0.06% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,241 | $241.4K | 0.03% | +22+1.8% | Added |
| Strategic Financial Services, Inc, | 1,244 | $242.0K | 0.02% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 1,245 | $242.2K | 0.07% | −62−4.7% | Reduced |
| Select Asset Management & Trust | 1,250 | $243.0K | 0.10% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,250 | $243.1K | 0.04% | −701−35.9% | Reduced |
| Coastline Trust Co | 1,250 | $243.1K | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,250 | $243.1K | 0.04% | +1,250 | New |
| Vista Investment Partners LLC | 1,251 | $243.3K | 0.08% | −69−5.2% | Reduced |
| Alpha Omega Wealth Management LLC | 1,254 | $243.9K | 0.05% | 00.0% | Unchanged |
| First Foundation Advisors | 1,256 | $244.3K | 0.01% | +113+9.9% | Added |
| Able Wealth Management LLC | 1,265 | $246.0K | 0.21% | +65+5.4% | Added |
| International Private Wealth Advisors LLC | 1,270 | $247.0K | 0.48% | −73−5.4% | Reduced |
| Checchi Capital Advisers, LLC | 1,273 | $247.6K | 0.02% | −69−5.1% | Reduced |
| BCGM Wealth Management, LLC | 1,285 | $249.9K | 0.09% | +9+0.7% | Added |
| Girard Partners Ltd. | 1,290 | $250.9K | 0.02% | −40−3.0% | Reduced |
| MTM Investment Management, LLC | 1,299 | $252.7K | 0.10% | +1,299 | New |
| Equitable Trust Co | 1,300 | $252.8K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 1,303 | $253.4K | 0.02% | −2,366−64.5% | Reduced |
| LifePro Asset Management | 1,304 | $253.6K | 0.17% | +1,304 | New |
| Capula Management Ltd | 1,307 | $254.2K | 0.01% | +1,307 | New |
| YHB Investment Advisors, Inc. | 1,310 | $254.8K | 0.02% | −50−3.7% | Reduced |
| Pitcairn Co | 1,316 | $256.0K | 0.02% | +29+2.3% | Added |
| Beaumont Financial Advisors, LLC | 1,317 | $256.2K | 0.02% | +4+0.3% | Added |
| NewEdge Wealth, LLC | 1,322 | $259.0K | 0.01% | +1,322 | New |
| Mogy Joel R Investment Counsel Inc | 1,333 | $259.3K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,339 | $260.4K | 0.05% | −400−23.0% | Reduced |
| CAPROCK Group, Inc. | 1,355 | $263.5K | 0.02% | −253−15.7% | Reduced |
| Vicus Capital | 1,359 | $264.2K | 0.02% | +1,359 | New |
| Ascent Group, LLC | 1,365 | $265.5K | 0.02% | −2,399−63.7% | Reduced |
| Northcape Wealth Management, LLC | 1,369 | $266.4K | 0.10% | −84−5.8% | Reduced |
| Connors Investor Services Inc | 1,370 | $266.5K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,373 | $267.0K | 0.01% | +1,373 | New |
| Lifeworks Advisors, LLC | 1,373 | $267.1K | 0.07% | −269−16.4% | Reduced |
| WealthTrust Axiom LLC | 1,375 | $267.4K | 0.09% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,375 | $267.4K | 0.11% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,448 | $267.8K | 0.08% | +20+1.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,386 | $269.5K | 0.05% | +248+21.8% | Added |
| Stokes Family Office, LLC | 1,397 | $271.7K | 0.03% | +156+12.6% | Added |
| Gen-Wealth Partners Inc | 1,398 | $271.9K | 0.13% | +1,398 | New |
| Pecaut & Co. | 1,400 | $272.3K | 0.10% | −1,000−41.7% | Reduced |
| E&G Advisors, LP | 1,400 | $272.3K | 0.09% | −100−6.7% | Reduced |
| King Luther Capital Management Corp | 1,400 | $272.3K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 1,401 | $272.5K | 0.04% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,402 | $272.7K | 0.15% | −3,689−72.5% | Reduced |
| SageView Advisory Group, LLC | 14,071 | $272.8K | 0.02% | +14,071 | New |
| Outlook Wealth Advisors, LLC | 1,405 | $273.3K | 0.08% | +309+28.2% | Added |
| Kingswood Wealth Advisors, LLC | 1,423 | $276.8K | 0.03% | −596−29.5% | Reduced |
| Radnor Capital Management, LLC | 1,422 | $277.0K | 0.05% | +175+14.0% | Added |
| Headinvest, LLC | 1,425 | $277.2K | 0.05% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 1,437 | $279.5K | 0.30% | +1,437 | New |
| Bogart Wealth, LLC | 1,453 | $282.5K | 0.01% | +17+1.2% | Added |
| Montag A & Associates Inc | 1,475 | $286.9K | 0.01% | 00.0% | Unchanged |
| Berkshire Bank | 1,476 | $287.1K | 0.07% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,480 | $287.9K | 0.01% | +1,480 | New |
| Titleist Asset Management, LLC | 1,481 | $288.1K | 0.05% | +1,481 | New |
| Synovus Financial Corp | 1,481 | $288.4K | 0.00% | −56−3.6% | Reduced |
| M3 Advisory Group, LLC | 1,487 | $289.3K | 0.26% | +20+1.4% | Added |
| Spire Wealth Management | 1,490 | $289.8K | 0.01% | +44+3.0% | Added |
| Connecticut Wealth Management, LLC | 1,497 | $291.2K | 0.02% | −4−0.3% | Reduced |
| Cambridge Trust Co | 1,500 | $291.8K | 0.01% | −27−1.8% | Reduced |
| Nadler Financial Group, Inc. | 1,500 | $291.8K | 0.04% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,500 | $291.8K | 0.10% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,501 | $291.9K | 0.04% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 1,500 | $292.0K | 0.24% | +1,500 | New |
| Abundance Wealth Counselors | 1,508 | $293.0K | 0.07% | −183−10.8% | Reduced |
| Beaton Management Co. Inc. | 1,509 | $294.0K | 0.16% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,516 | $294.9K | 0.00% | −20−1.3% | Reduced |
| Navellier & Associates Inc | 1,519 | $295.4K | 0.04% | +11+0.7% | Added |
| Advisory Alpha, LLC | 1,520 | $295.7K | 0.01% | +1,520 | New |
| Godshalk Welsh Capital Management, Inc. | 1,525 | $296.6K | 0.20% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,525 | $296.7K | 0.12% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 1,527 | $297.1K | 0.12% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,531 | $297.8K | 0.02% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,546 | $300.7K | 0.07% | +4+0.3% | Added |
| Astoria Portfolio Advisors LLC. | 1,654 | $301.9K | 0.12% | −113−6.4% | Reduced |
| Csenge Advisory Group | 1,561 | $303.5K | 0.02% | −6,289−80.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,570 | $305.4K | 0.01% | −381−19.5% | Reduced |
| Nwam LLC | 1,568 | $305.4K | 0.02% | −48−3.0% | Reduced |
| Vaughan David Investments LLC | 1,573 | $306.0K | 0.01% | +179+12.8% | Added |
| Letson Investment Management, Inc. | 1,575 | $306.3K | 0.13% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,583 | $308.0K | 0.06% | −23−1.4% | Reduced |
| Trust Co of Virginia | 1,593 | $309.8K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,566 | $310.6K | 0.03% | −20−1.3% | Reduced |
| Warren Averett Asset Management, LLC | 1,598 | $311.0K | 0.01% | +1,598 | New |
| Fiduciary Family Office, LLC | 1,600 | $311.2K | 0.12% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,601 | $311.3K | 0.12% | +1,601 | New |
| Northstar Group, Inc. | 1,602 | $311.6K | 0.06% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 1,602 | $311.6K | 0.01% | +400+33.3% | Added |
| MEMBERS Trust Co | 1,603 | $311.8K | 0.01% | +4+0.3% | Added |
| Wesbanco Bank Inc | 1,614 | $313.9K | 0.01% | +1,614 | New |
| Kanawha Capital Management LLC | 1,615 | $314.1K | 0.03% | +105+7.0% | Added |
| First National Bank & Trust Co of Newtown | 1,616 | $314.3K | 0.06% | −50−3.0% | Reduced |
| SignalPoint Asset Management, LLC | 1,634 | $317.8K | 0.09% | +41+2.6% | Added |
| McKinley Carter Wealth Services, Inc. | 1,650 | $320.9K | 0.02% | −60−3.5% | Reduced |
| Meeder Advisory Services, Inc. | 1,655 | $321.8K | 0.03% | +107+6.9% | Added |
| Quadrant Capital Group LLC | 1,657 | $322.3K | 0.03% | +236+16.6% | Added |
| Horan Capital Advisors, LLC. | 1,664 | $323.6K | 0.12% | 00.0% | Unchanged |