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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 1,666 | $324.0K | 0.01% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 1,678 | $326.4K | 0.21% | −910−35.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,685 | $328.0K | 0.26% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,690 | $328.7K | 0.17% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,697 | $330.0K | 0.01% | +354+26.4% | Added |
| Legacy Advisors, LLC | 1,714 | $333.4K | 0.04% | +1,714 | New |
| Empirical Asset Management, LLC | 1,714 | $333.4K | 0.16% | +1,714 | New |
| Hartford Financial Management Inc. | 1,722 | $334.9K | 0.07% | +23+1.4% | Added |
| Altrius Capital Management Inc | 1,726 | $335.7K | 0.08% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,727 | $335.8K | 0.02% | +3+0.2% | Added |
| Clear Harbor Asset Management, LLC | 1,732 | $336.9K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,730 | $337.0K | 0.01% | −3,604−67.6% | Reduced |
| Encompass More Asset Management | 1,751 | $340.6K | 0.28% | +1,751 | New |
| Cannon Financial Strategists, Inc. | 1,760 | $342.3K | 0.07% | +100+6.0% | Added |
| Aft, Forsyth & Company, Inc. | 1,765 | $343.3K | 0.20% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,768 | $343.8K | 0.02% | +441+33.2% | Added |
| Pinnacle Associates Ltd | 1,768 | $343.9K | 0.01% | −530−23.1% | Reduced |
| Monterey Private Wealth, Inc. | 1,772 | $344.7K | 0.14% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,778 | $346.0K | 0.03% | −4,473−71.6% | Reduced |
| Prio Wealth Limited Partnership | 1,790 | $348.2K | 0.01% | −13−0.7% | Reduced |
| MN Wealth Advisors, LLC | 1,790 | $348.3K | 0.22% | +86+5.0% | Added |
| FIL Ltd | 1,799 | $349.9K | 0.00% | +1,799 | New |
| Sanchez Wealth Management Group | 1,799 | $349.9K | 0.12% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,803 | $350.7K | 0.26% | +316+21.3% | Added |
| Profund Advisors LLC | 1,804 | $350.9K | 0.01% | −147−7.5% | Reduced |
| Symmetry Partners, LLC | 1,806 | $351.0K | 0.03% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,805 | $351.2K | 0.06% | +373+26.0% | Added |
| Coldstream Capital Management Inc | 1,817 | $353.4K | 0.01% | +58+3.3% | Added |
| Townsend & Associates, Inc | 1,900 | $355.5K | 0.04% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,841 | $358.1K | 0.08% | +1,841 | New |
| Sippican Capital Advisors | 1,850 | $359.8K | 0.28% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,850 | $359.8K | 0.13% | +1,850 | New |
| Coastal Investment Advisors, Inc. | 1,852 | $360.3K | 0.07% | −92−4.7% | Reduced |
| Heartland Bank & Trust Co | 1,864 | $362.5K | 0.21% | +1,864 | New |
| HB Wealth Management, LLC | 1,864 | $362.7K | 0.00% | +400+27.3% | Added |
| WR Wealth Planners, LLC | 1,866 | $362.9K | 0.11% | +16+0.9% | Added |
| Principle Wealth Partners LLC | 1,869 | $363.5K | 0.03% | 00.0% | Unchanged |
| Ledyard National Bank | 1,869 | $363.5K | 0.04% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 1,875 | $364.7K | 0.18% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,875 | $364.7K | 0.01% | +242+14.8% | Added |
| Hallmark Capital Management Inc | 1,882 | $366.1K | 0.03% | +735+64.1% | Added |
| Integrated Advisors Network LLC | 1,890 | $367.6K | 0.02% | +96+5.4% | Added |
| Sapient Capital LLC | 1,890 | $367.6K | 0.01% | −831−30.5% | Reduced |
| Almanack Investment Partners, LLC. | 1,892 | $368.0K | 0.06% | +30+1.6% | Added |
| Patriot Investment Management Inc. | 1,893 | $368.2K | 0.03% | −65−3.3% | Reduced |
| Grandfield & Dodd, LLC | 1,897 | $369.1K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,900 | $369.6K | 0.06% | −1,399−42.4% | Reduced |
| Mechanics Bank Trust Department | 1,902 | $369.9K | 0.05% | +190+11.1% | Added |
| Simmons Bank | 1,902 | $369.9K | 0.03% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,918 | $373.1K | 0.04% | +115+6.4% | Added |
| Norden Group LLC | 1,923 | $374.0K | 0.08% | +1,923 | New |
| Occidental Asset Management, LLC | 1,925 | $374.4K | 0.07% | +2+0.1% | Added |
| Barr E S & Co | 1,936 | $376.6K | 0.02% | −750−27.9% | Reduced |
| Sachetta, LLC | 2,028 | $378.0K | 0.18% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 1,952 | $379.7K | 0.19% | 00.0% | Unchanged |
| Fundamentun, LLC | 1,954 | $380.1K | 0.04% | +248+14.5% | Added |
| Simplicity Wealth,LLC | 1,955 | $380.2K | 0.01% | +1,955 | New |
| Essex Savings Bank | 2,041 | $380.5K | 0.11% | 00.0% | Unchanged |
| Iowa State Bank | 1,961 | $381.4K | 0.08% | −92−4.5% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 1,965 | $382.2K | 0.18% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,966 | $382.3K | 0.01% | +138+7.5% | Added |
| Apeiron RIA LLC | 1,967 | $382.6K | 0.11% | +113+6.1% | Added |
| PFG Investments, LLC | 1,992 | $387.4K | 0.02% | +1,992 | New |
| KG&L Capital Management,LLC | 1,993 | $387.6K | 0.15% | −343−14.7% | Reduced |
| Koshinski Asset Management, Inc. | 1,994 | $387.8K | 0.04% | −33−1.6% | Reduced |
| Choate Investment Advisors | 1,994 | $387.8K | 0.01% | +904+82.9% | Added |
| Blue Edge Capital, LLC | 2,000 | $389.0K | 0.07% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,000 | $389.0K | 0.09% | 00.0% | Unchanged |
| Courier Capital LLC | 2,004 | $389.8K | 0.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 2,006 | $390.2K | 0.02% | 00.0% | Unchanged |
| Armistice Capital, LLC | 2,016 | $392.1K | 0.01% | +2,016 | New |
| TRUE Private Wealth Advisors | 2,023 | $393.5K | 0.05% | +119+6.3% | Added |
| Heritage Investment Group, Inc. | 2,029 | $395.0K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,037 | $395.0K | 0.03% | +1,830+884.1% | Added |
| Northeast Financial Group, Inc. | 2,041 | $396.9K | 0.18% | +4+0.2% | Added |
| Lake Street Advisors Group, LLC | 2,044 | $397.5K | 0.02% | +48+2.4% | Added |
| National Asset Management, Inc. | 1,988 | $397.8K | 0.01% | −269−11.9% | Reduced |
| Advisors Preferred, LLC | 2,014 | $399.3K | 0.07% | −321−13.7% | Reduced |
| FineMark National Bank & Trust | 2,055 | $399.7K | 0.01% | +168+8.9% | Added |
| GAMMA Investing LLC | 2,071 | $402.8K | 0.08% | +289+16.2% | Added |
| Avestar Capital, LLC | 2,088 | $406.1K | 0.05% | +496+31.2% | Added |
| Cary Street Partner Investment Advisory LLC | 2,099 | $408.3K | 0.02% | +123+6.2% | Added |
| Lakeview Capital Partners, LLC | 2,113 | $411.0K | 0.07% | −50−2.3% | Reduced |
| Daymark Wealth Partners, LLC | 2,122 | $412.7K | 0.02% | +51+2.5% | Added |
| Quantbot Technologies LP | 2,131 | $414.5K | 0.02% | −15,918−88.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,134 | $415.0K | 0.07% | −38−1.7% | Reduced |
| Smart Money Group LLC | 2,143 | $415.6K | 0.16% | +963+81.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,139 | $416.0K | 0.05% | −994−31.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,152 | $418.6K | 0.07% | +74+3.6% | Added |
| Hartline Investment Corp | 2,152 | $418.6K | 0.07% | +2,152 | New |
| Triumph Capital Management | 2,112 | $418.6K | 0.17% | −12−0.6% | Reduced |
| We Are One Seven, LLC | 2,161 | $420.4K | 0.02% | −164−7.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,198 | $427.5K | 0.02% | +444+25.3% | Added |
| Ingalls & Snyder LLC | 2,203 | $428.0K | 0.02% | −50−2.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,207 | $429.3K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 2,208 | $429.5K | 0.01% | −430−16.3% | Reduced |
| Woodstock Corp | 2,215 | $430.8K | 0.04% | +250+12.7% | Added |
| BSW Wealth Partners | 2,225 | $432.7K | 0.07% | +264+13.5% | Added |
| SL Advisors, LLC | 2,236 | $434.9K | 0.86% | −204−8.4% | Reduced |
| Boston Private Wealth LLC | 2,239 | $435.5K | 0.01% | −239−9.6% | Reduced |