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 |
|---|---|---|---|---|---|
| Associated Banc-Corp | 2,241 | $435.9K | 0.01% | +28+1.3% | Added |
| McClarren Financial Advisors, Inc. | 2,243 | $437.0K | 0.31% | +10.0% | Added |
| New Century Financial Group, LLC | 2,247 | $437.0K | 0.30% | +347+18.3% | Added |
| Mirabella Financial Services LLP | 2,261 | $439.8K | 0.03% | +2,261 | New |
| Ambassador Advisors, LLC | 2,271 | $441.8K | 0.08% | +689+43.6% | Added |
| Stevens Capital Management LP | 2,290 | $445.0K | 0.09% | +2,290 | New |
| Northeast Investment Management | 2,291 | $445.6K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,292 | $445.8K | 0.09% | +100+4.6% | Added |
| Cito Capital Group, LLC | 2,300 | $447.0K | 0.18% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,299 | $447.2K | 0.06% | +1,114+94.0% | Added |
| Foster Group, Inc. | 2,329 | $453.0K | 0.02% | −624−21.1% | Reduced |
| Stanley-Laman Group, Ltd. | 2,339 | $454.9K | 0.06% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 2,347 | $456.4K | 0.04% | +352+17.6% | Added |
| Benjamin Edwards Inc | 2,369 | $461.0K | 0.09% | +1,277+116.9% | Added |
| StoneX Group Inc. | 2,377 | $462.3K | 0.04% | +984+70.6% | Added |
| LifeGuide Financial Advisors, LLC | 2,378 | $462.4K | 0.23% | +8+0.3% | Added |
| Essex Financial Services, Inc. | 2,381 | $463.0K | 0.04% | +601+33.8% | Added |
| Baker Tilly Wealth Management, LLC | 2,385 | $463.9K | 0.08% | +2,385 | New |
| AdvisorNet Financial, Inc | 2,391 | $465.1K | 0.04% | +55+2.4% | Added |
| Founders Financial Securities LLC | 2,400 | $466.8K | 0.05% | +2,400 | New |
| Advisors Management Group Inc | 2,400 | $467.0K | 0.12% | 00.0% | Unchanged |
| Forte Capital LLC | 2,404 | $467.6K | 0.06% | +428+21.7% | Added |
| Columbia Asset Management | 2,535 | $473.0K | 0.10% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 2,438 | $474.2K | 0.42% | +2,438 | New |
| Cardiff Park Advisors, LLC | 2,439 | $474.4K | 0.05% | +15+0.6% | Added |
| Stablepoint Partners, LLC | 2,451 | $476.7K | 0.10% | +200+8.9% | Added |
| Archer Investment Corp | 2,455 | $477.4K | 0.14% | −22−0.9% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 2,475 | $481.4K | 0.63% | −262−9.6% | Reduced |
| Coho Partners, Ltd. | 2,490 | $484.3K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,512 | $488.6K | 0.02% | −19,122−88.4% | Reduced |
| Northstar Advisory Group, LLC | 2,442 | $488.6K | 0.30% | −1,069−30.4% | Reduced |
| J.W. Cole Advisors, Inc. | 2,520 | $490.4K | 0.02% | −192−7.1% | Reduced |
| Congress Wealth Management LLC | 2,530 | $492.1K | 0.01% | −581−18.7% | Reduced |
| Zions Bancorporation, N.A. | 2,535 | $493.1K | 0.04% | −83−3.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,535 | $493.1K | 0.03% | −16−0.6% | Reduced |
| Trust Co of Vermont | 2,547 | $495.4K | 0.03% | +1,199+88.9% | Added |
| Level Four Advisory Services, LLC | 2,662 | $496.3K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,554 | $496.8K | 0.00% | +9+0.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,559 | $497.7K | 0.12% | −16−0.6% | Reduced |
| Insight Advisors, LLC | 2,562 | $498.3K | 0.10% | −88−3.3% | Reduced |
| Brighton Jones LLC | 2,572 | $500.2K | 0.02% | +4+0.2% | Added |
| Caldwell Trust Co | 2,583 | $502.4K | 0.06% | −402−13.5% | Reduced |
| Main Street Financial Solutions, LLC | 2,598 | $505.3K | 0.05% | +16+0.6% | Added |
| Parthenon LLC | 2,600 | $505.7K | 0.06% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 2,600 | $505.7K | 0.01% | +2,600 | New |
| Hunter Associates Investment Management LLC | 2,599 | $507.0K | 0.09% | −40−1.5% | Reduced |
| Tompkins Financial Corp | 2,626 | $510.8K | 0.06% | +590+29.0% | Added |
| Atwater Malick LLC | 2,632 | $511.9K | 0.18% | 00.0% | Unchanged |
| GQG Partners LLC | 2,638 | $513.1K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 2,662 | $517.8K | 0.19% | +1,087+69.0% | Added |
| Gateway Investment Advisers LLC | 2,663 | $518.0K | 0.01% | +428+19.1% | Added |
| Arrow Financial Corp | 2,675 | $520.3K | 0.05% | +2,675 | New |
| Zhang Financial LLC | 2,683 | $521.8K | 0.04% | +176+7.0% | Added |
| Tower Bridge Advisors | 2,700 | $525.1K | 0.05% | −5,300−66.3% | Reduced |
| Somerville Kurt F | 2,700 | $525.1K | 0.09% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,700 | $525.1K | 0.02% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,705 | $526.1K | 0.05% | −200−6.9% | Reduced |
| Schulhoff & Co Inc | 2,706 | $526.3K | 0.23% | +250+10.2% | Added |
| Douglass Winthrop Advisors, LLC | 2,715 | $528.1K | 0.01% | −235−8.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,733 | $531.6K | 0.07% | +32+1.2% | Added |
| Hudock, Inc. | 2,740 | $533.0K | 0.12% | +9+0.3% | Added |
| Wexford Capital LP | 2,768 | $538.4K | 0.11% | +1,059+62.0% | Added |
| First American Trust, FSB | 2,770 | $538.8K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,773 | $539.3K | 0.02% | +679+32.4% | Added |
| Concorde Financial Corp | 2,790 | $542.7K | 0.49% | −9,342−77.0% | Reduced |
| Silver Coast Investments LLC | 2,790 | $542.7K | 0.22% | +432+18.3% | Added |
| United Capital Financial Advisers, LLC | 2,817 | $547.9K | 0.00% | −223−7.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,823 | $549.0K | 0.03% | +255+9.9% | Added |
| Resources Investment Advisors, LLC. | 2,838 | $552.0K | 0.01% | +275+10.7% | Added |
| Robertson Stephens Wealth Management, LLC | 2,842 | $552.9K | 0.03% | −9,356−76.7% | Reduced |
| Moloney Securities Asset Management, LLC | 2,855 | $555.3K | 0.08% | +1,120+64.6% | Added |
| Cassia Capital Partners, LLC | 2,873 | $558.8K | 0.37% | +1,030+55.9% | Added |
| Bragg Financial Advisors, Inc | 2,882 | $560.5K | 0.03% | +199+7.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,889 | $561.9K | 0.03% | +2,415+509.5% | Added |
| Hardman Johnston Global Advisors LLC | 2,900 | $564.0K | 0.02% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 2,934 | $570.7K | 0.38% | +2,934 | New |
| Burford Brothers, Inc. | 2,944 | $572.6K | 0.38% | −319−9.8% | Reduced |
| Stableford Capital II LLC | 2,965 | $576.7K | 0.23% | +2,965 | New |
| Flagship Harbor Advisors, LLC | 2,989 | $581.3K | 0.04% | +239+8.7% | Added |
| Waters Parkerson & Co., LLC | 2,990 | $582.0K | 0.03% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,998 | $583.0K | 0.13% | 00.0% | Unchanged |
| First National Advisers, LLC | 3,000 | $583.5K | 0.13% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,019 | $587.2K | 0.06% | −302−9.1% | Reduced |
| Argent Trust Co | 3,022 | $587.8K | 0.03% | +294+10.8% | Added |
| Univest Financial Corp | 3,027 | $588.8K | 0.17% | −5−0.2% | Reduced |
| NEOS Investment Management LLC | 3,027 | $588.8K | 0.04% | +906+42.7% | Added |
| Jones Financial Companies LLLP | 3,044 | $592.1K | 0.00% | +1,849+154.7% | Added |
| Zimmermann Investment Management & Planning LLC | 3,054 | $593.9K | 0.21% | −40−1.3% | Reduced |
| Oakworth Capital, Inc. | 3,076 | $598.3K | 0.05% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,109 | $604.2K | 0.15% | +4+0.1% | Added |
| Fernwood Investment Management, LLC | 3,125 | $607.8K | 0.18% | −125−3.8% | Reduced |
| Keeler Thomas Management LLC | 3,135 | $609.8K | 0.21% | −82−2.5% | Reduced |
| Sandy Spring Bank | 3,147 | $612.1K | 0.03% | +152+5.1% | Added |
| Grey Street Capital, LLC | 3,170 | $616.6K | 0.08% | +3,170 | New |
| Spears Abacus Advisors LLC | 3,180 | $618.5K | 0.01% | −12,431−79.6% | Reduced |
| Retirement Guys Formula LLC | 3,212 | $624.6K | 0.30% | +3,212 | New |
| America First Investment Advisors, LLC | 3,217 | $625.7K | 0.15% | −358−10.0% | Reduced |
| EP Wealth Advisors, LLC | 3,233 | $628.8K | 0.01% | +307+10.5% | Added |
| First National Trust Co | 3,247 | $631.5K | 0.03% | −12−0.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,250 | $632.1K | 0.15% | 00.0% | Unchanged |