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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 3,253 | $632.7K | 0.01% | −10.0% | Reduced |
| Syon Capital LLC | 3,266 | $635.3K | 0.06% | +229+7.5% | Added |
| Silverlake Wealth Management LLC | 3,270 | $636.0K | 0.32% | −5−0.2% | Reduced |
| Heritage Wealth Management, LLC | 3,296 | $641.1K | 0.33% | −62−1.8% | Reduced |
| Tarbox Family Office, Inc. | 3,309 | $643.7K | 0.11% | +1,156+53.7% | Added |
| Prime Capital Investment Advisors, LLC | 3,310 | $643.7K | 0.01% | +670+25.4% | Added |
| HBK Sorce Advisory LLC | 3,316 | $644.9K | 0.02% | +6+0.2% | Added |
| World Equity Group, Inc. | 3,321 | $645.9K | 0.13% | −943−22.1% | Reduced |
| Public Sector Pension Investment Board | 3,330 | $647.7K | 0.00% | −100−2.9% | Reduced |
| Napatree Capital LLC | 3,349 | $649.4K | 0.63% | −161−4.6% | Reduced |
| Donoghue Forlines LLC | 3,350 | $651.6K | 0.19% | +111+3.4% | Added |
| Signaturefd, LLC | 3,351 | $651.8K | 0.01% | +711+26.9% | Added |
| Peregrine Asset Advisers, Inc. | 3,366 | $654.7K | 0.26% | +3,366 | New |
| First Manhattan Co | 3,357 | $658.2K | 0.00% | −1,132−25.2% | Reduced |
| Systematic Alpha Investments, LLC | 3,401 | $661.5K | 0.03% | 00.0% | Unchanged |
| Ade, LLC | 3,420 | $665.2K | 0.45% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,491 | $679.0K | 0.05% | −2−0.1% | Reduced |
| Precedent Wealth Partners, LLC | 3,493 | $679.4K | 0.29% | +3,493 | New |
| Benchmark Investment Advisors LLC | 3,500 | $680.8K | 0.54% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,531 | $686.8K | 0.04% | +372+11.8% | Added |
| West Family Investments, Inc. | 3,553 | $691.1K | 0.21% | +130+3.8% | Added |
| Money Concepts Capital Corp | 3,557 | $691.9K | 0.06% | +193+5.7% | Added |
| Grandview Asset Management LLC | 3,562 | $693.0K | 0.31% | +101+2.9% | Added |
| Tokio Marine Asset Management Co Ltd | 3,578 | $695.9K | 0.04% | −14−0.4% | Reduced |
| AE Wealth Management LLC | 3,582 | $696.8K | 0.01% | −6,670−65.1% | Reduced |
| KFG Wealth Management, LLC | 3,587 | $697.6K | 0.29% | +321+9.8% | Added |
| Morningstar Investment Management LLC | 3,594 | $699.0K | 0.08% | 00.0% | Unchanged |
| First Hawaiian Bank | 3,600 | $700.2K | 0.02% | +644+21.8% | Added |
| Sigma Planning Corp | 3,603 | $700.9K | 0.02% | +1,781+97.7% | Added |
| Cassaday & Co Wealth Management LLC | 3,606 | $701.4K | 0.02% | +33+0.9% | Added |
| Glenview Trust Co | 3,611 | $702.3K | 0.02% | +16+0.4% | Added |
| Balentine LLC | 3,621 | $704.3K | 0.02% | +331+10.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,624 | $704.8K | 0.02% | −27−0.7% | Reduced |
| Sumitomo Life Insurance Co | 3,625 | $705.1K | 0.02% | −91−2.4% | Reduced |
| IHT Wealth Management, LLC | 3,641 | $708.2K | 0.03% | +582+19.0% | Added |
| Unigestion Holding SA | 3,660 | $711.9K | 0.03% | +467+14.6% | Added |
| Capstone Investment Advisors, LLC | 3,674 | $714.6K | 0.01% | −5,557−60.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,676 | $715.0K | 0.05% | +876+31.3% | Added |
| Headlands Technologies LLC | 3,680 | $715.8K | 0.17% | +2,612+244.6% | Added |
| HM Payson & Co | 3,687 | $717.1K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,697 | $719.1K | 0.18% | +2+0.1% | Added |
| Fairbanks Capital Management, Inc. | 3,704 | $720.4K | 0.50% | +3,704 | New |
| Leonteq Securities AG | 3,751 | $729.6K | 0.10% | +346+10.2% | Added |
| Pinnacle Financial Partners Inc | 3,759 | $731.1K | 0.02% | −123−3.2% | Reduced |
| Cypress Capital Group | 3,765 | $732.3K | 0.09% | +2,263+150.7% | Added |
| First Command Advisory Services, Inc. | 3,777 | $734.6K | 0.01% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,780 | $735.2K | 0.07% | +75+2.0% | Added |
| Northstar Asset Management LLC | 3,800 | $739.1K | 0.18% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,838 | $746.5K | 0.02% | +1,752+84.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,850 | $748.6K | 0.06% | 00.0% | Unchanged |
| Farmers Trust Co | 3,851 | $749.0K | 0.15% | +287+8.1% | Added |
| Los Angeles Capital Management LLC | 3,858 | $750.4K | 0.00% | −19,560−83.5% | Reduced |
| Aptus Capital Advisors, LLC | 3,858 | $750.4K | 0.02% | +270+7.5% | Added |
| Ritholtz Wealth Management | 3,859 | $750.6K | 0.03% | +143+3.8% | Added |
| Sound View Wealth Advisors Group, LLC | 3,860 | $750.7K | 0.08% | +199+5.4% | Added |
| Raymond James Trust N.A. | 3,872 | $753.1K | 0.02% | +230+6.3% | Added |
| Dillon & Associates Inc | 3,898 | $756.0K | 0.12% | +441+12.8% | Added |
| B&D White Capital Company, LLC | 3,900 | $758.5K | 0.17% | +3,900 | New |
| Valley Forge Investment Consultants Inc Adv | 3,905 | $759.5K | 0.30% | 00.0% | Unchanged |
| Field & Main Bank | 3,907 | $759.9K | 0.30% | −356−8.4% | Reduced |
| Portside Wealth Group, LLC | 3,916 | $761.7K | 0.14% | +3,916 | New |
| Trail Ridge Investment Advisors, LLC | 3,923 | $763.0K | 0.43% | 00.0% | Unchanged |
| Lincoln National Corp | 3,933 | $764.9K | 0.01% | +83+2.2% | Added |
| Wealth Group, Ltd. | 3,956 | $769.0K | 0.58% | +3,956 | New |
| Klein Pavlis & Peasley Financial, Inc. | 3,961 | $770.4K | 0.70% | +13+0.3% | Added |
| Legacy Financial Advisors, Inc. | 3,961 | $770.4K | 0.14% | +3,961 | New |
| Quantitative Investment Management, LLC | 4,002 | $778.0K | 0.05% | −36,129−90.0% | Reduced |
| Gifford Fong Associates | 4,000 | $778.0K | 0.21% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4,000 | $778.0K | 0.13% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $778.0K | 0.17% | 00.0% | Unchanged |
| Valley Brook Capital Group | 4,006 | $779.2K | 0.62% | +315+8.5% | Added |
| Formidable Asset Management, LLC | 4,007 | $779.3K | 0.13% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 4,012 | $780.3K | 0.04% | +4,012 | New |
| BLB&B Advisors, LLC | 4,020 | $781.9K | 0.04% | −100−2.4% | Reduced |
| Forum Financial Management, LP | 4,022 | $782.2K | 0.01% | +28+0.7% | Added |
| Rakuten Investment Management, Inc. | 4,030 | $783.8K | 0.01% | +3,660+989.2% | Added |
| Somerset Trust Co | 4,033 | $784.4K | 0.32% | −113−2.7% | Reduced |
| Jacobi Capital Management LLC | 4,046 | $787.0K | 0.07% | +417+11.5% | Added |
| Crew Capital Management, Ltd. | 4,063 | $790.2K | 0.64% | +4,063 | New |
| Midland Wealth Advisors LLC | 4,110 | $799.4K | 0.05% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 4,130 | $803.3K | 0.04% | +4,130 | New |
| Verdence Capital Advisors LLC | 4,226 | $821.9K | 0.07% | −10.0% | Reduced |
| Vinva Investment Management Ltd | 4,248 | $826.2K | 0.05% | −237−5.3% | Reduced |
| Sciencast Management LP | 4,256 | $827.8K | 0.50% | −4,072−48.9% | Reduced |
| Harvey Investment Co LLC | 4,274 | $831.0K | 0.09% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,286 | $833.6K | 0.01% | +263+6.5% | Added |
| Proequities, Inc. | 4,289 | $834.2K | 0.05% | +477+12.5% | Added |
| Helios Capital Management Pte. Ltd | 4,300 | $836.4K | 0.59% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 4,314 | $839.2K | 0.39% | −118−2.7% | Reduced |
| Pearl River Capital, LLC | 4,327 | $841.6K | 0.13% | +4,327 | New |
| Bellecapital International Ltd. | 4,336 | $843.4K | 0.19% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 4,529 | $845.6K | 0.24% | +1,154+34.2% | Added |
| Inceptionr LLC | 4,348 | $845.7K | 0.22% | +4,348 | New |
| Key Financial Inc | 4,358 | $847.6K | 0.22% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 4,374 | $850.7K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,387 | $853.2K | 0.03% | +2,724+163.8% | Added |
| First Trust Investment Solutions L.P. | 4,389 | $853.7K | 0.15% | +1,101+33.5% | Added |
| Gratus Capital LLC | 4,405 | $856.8K | 0.04% | +20+0.5% | Added |
| Scientech Research LLC | 4,406 | $857.0K | 0.45% | −2,418−35.4% | Reduced |
| River Wealth Advisors LLC | 4,437 | $863.0K | 0.13% | +2,436+121.7% | Added |