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 |
|---|---|---|---|---|---|
| Marshall Financial Group LLC | 4,477 | $870.7K | 0.25% | +346+8.4% | Added |
| Eqis Capital Management, Inc. | 4,488 | $872.9K | 0.07% | +1,791+66.4% | Added |
| Knollwood Investment Advisory, LLC | 4,498 | $874.9K | 0.16% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 4,500 | $875.3K | 0.09% | +4,500 | New |
| Oliver Lagore Vanvalin Investment Group | 4,540 | $883.0K | 0.27% | +2,209+94.8% | Added |
| HighPoint Advisor Group LLC | 4,227 | $886.0K | 0.06% | −19−0.4% | Reduced |
| Investment Advisory Services Inc | 4,555 | $886.0K | 0.33% | +158+3.6% | Added |
| Impax Asset Management Group plc | 4,571 | $889.1K | 0.00% | −3,485−43.3% | Reduced |
| Fulton Bank, N.A. | 4,595 | $893.7K | 0.04% | −287−5.9% | Reduced |
| Parallel Advisors, LLC | 4,651 | $904.6K | 0.02% | −339−6.8% | Reduced |
| Walleye Capital LLC | 4,654 | $905.2K | 0.01% | +4,654 | New |
| Pine Valley Investments Ltd Liability Co | 4,660 | $906.5K | 0.07% | −114−2.4% | Reduced |
| Welch & Forbes LLC | 4,724 | $918.8K | 0.01% | +22+0.5% | Added |
| Busey Wealth Management | 4,733 | $920.6K | 0.03% | 00.0% | Unchanged |
| SRN Advisors, LLC | 4,736 | $921.2K | 0.72% | +216+4.8% | Added |
| Intrust Bank NA | 4,737 | $921.3K | 0.10% | −47−1.0% | Reduced |
| Horizon Investments, LLC | 4,747 | $923.3K | 0.02% | +2,138+81.9% | Added |
| Intellectus Partners, LLC | 4,753 | $924.4K | 0.24% | +900+23.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,756 | $925.0K | 0.02% | +12+0.3% | Added |
| BKD Wealth Advisors, LLC | 4,764 | $926.6K | 0.02% | −28−0.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,789 | $931.5K | 0.02% | −918−16.1% | Reduced |
| Meyer Handelman Co | 4,800 | $933.6K | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,946 | $962.0K | 0.07% | −394−7.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,000 | $972.0K | 0.16% | +5,000 | New |
| Tempus Wealth Planning, LLC | 5,000 | $972.4K | 0.43% | +84+1.7% | Added |
| JT Stratford LLC | 5,000 | $972.5K | 0.19% | +1,665+49.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,016 | $976.0K | 0.02% | −63,496−92.7% | Reduced |
| Ieq Capital, LLC | 5,028 | $977.9K | 0.01% | +92+1.9% | Added |
| Avidian Wealth Solutions, LLC | 5,031 | $978.5K | 0.05% | +1,671+49.7% | Added |
| Chilton Capital Management LLC | 5,045 | $981.3K | 0.05% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5,050 | $982.2K | 0.07% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,062 | $984.6K | 0.14% | +98+2.0% | Added |
| Wealthspire Advisors, LLC | 5,077 | $987.6K | 0.01% | −1,249−19.7% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $987.9K | 0.02% | 00.0% | Unchanged |
| Cipher Capital LP | 5,096 | $991.2K | 0.46% | −4,690−47.9% | Reduced |
| Colony Group, LLC | 5,105 | $993.0K | 0.01% | +2,966+138.7% | Added |
| Norinchukin Bank, The | 5,130 | $997.8K | 0.03% | −70−1.3% | Reduced |
| Park Avenue Securities LLC | 5,167 | $1.00M | 0.01% | +816+18.8% | Added |
| Fox Run Management, L.L.C. | 5,170 | $1.01M | 0.22% | +5,170 | New |
| Peterson Wealth Management | 5,200 | $1.01M | 0.73% | +5,200 | New |
| Farther Finance Advisors, LLC | 5,123 | $1.02M | 0.06% | +2,450+91.7% | Added |
| Summit Financial Group Inc | 5,225 | $1.02M | 0.36% | −225−4.1% | Reduced |
| Oxler Private Wealth LLC | 5,255 | $1.02M | 0.40% | +5,255 | New |
| Advisory Research Inc | 5,299 | $1.03M | 0.20% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,303 | $1.03M | 0.06% | +182+3.6% | Added |
| Whittier Trust Co of Nevada Inc | 5,328 | $1.04M | 0.03% | 00.0% | Unchanged |
| Haverford Trust Co | 5,351 | $1.04M | 0.01% | −14,880−73.6% | Reduced |
| Avantax Advisory Services, Inc. | 5,369 | $1.04M | 0.01% | −342−6.0% | Reduced |
| Van Cleef Asset Management,Inc | 5,372 | $1.04M | 0.13% | +4,297+399.7% | Added |
| Atlantic Union Bankshares Corp | 5,379 | $1.05M | 0.09% | −533−9.0% | Reduced |
| Fort Washington Investment Advisors Inc | 5,379 | $1.05M | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,389 | $1.05M | 0.18% | +1,252+30.3% | Added |
| Umb Bank N A | 5,394 | $1.05M | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 5,403 | $1.05M | 0.11% | +441+8.9% | Added |
| Veriti Management LLC | 5,425 | $1.06M | 0.08% | +300+5.9% | Added |
| Allworth Financial LP | 5,431 | $1.06M | 0.01% | +2,772+104.2% | Added |
| Woodmont Investment Counsel LLC | 5,538 | $1.08M | 0.09% | +475+9.4% | Added |
| Intelligent Financial Strategies | 5,552 | $1.08M | 0.67% | −35−0.6% | Reduced |
| Lipe & Dalton | 5,590 | $1.09M | 0.56% | +20.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.09M | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,611 | $1.09M | 0.03% | −12,003−68.1% | Reduced |
| Ci Investments Inc. | 5,629 | $1.09M | 0.00% | +826+17.2% | Added |
| Wunderlich Capital Managemnt | 5,640 | $1.10M | 0.49% | −273−4.6% | Reduced |
| Paloma Partners Management Co | 5,652 | $1.10M | 0.16% | +5,652 | New |
| Exchange Traded Concepts, LLC | 5,675 | $1.10M | 0.03% | +2,104+58.9% | Added |
| Investment Management Corp of Ontario | 5,680 | $1.10M | 0.03% | −1,100−16.2% | Reduced |
| Alberta Investment Management Corp | 5,700 | $1.11M | 0.01% | +2,700+90.0% | Added |
| Jamison Private Wealth Management, Inc. | 5,791 | $1.13M | 0.19% | +969+20.1% | Added |
| NBT Bank N A | 5,806 | $1.13M | 0.08% | 00.0% | Unchanged |
| Assetmark, Inc | 5,821 | $1.13M | 0.00% | +922+18.8% | Added |
| Harbour Investments, Inc. | 5,831 | $1.13M | 0.04% | +2,625+81.9% | Added |
| Massachusetts Wealth Management | 5,842 | $1.14M | 0.80% | +50+0.9% | Added |
| Thrive Capital Management, LLC | 5,898 | $1.15M | 0.61% | +5,898 | New |
| Stegent Equity Advisors, Inc. | 5,907 | $1.15M | 1.17% | +1,811+44.2% | Added |
| WESPAC Advisors, LLC | 5,934 | $1.15M | 0.67% | −28−0.5% | Reduced |
| Philadelphia Trust Co | 5,954 | $1.16M | 0.09% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,989 | $1.17M | 0.12% | +201+3.5% | Added |
| Axq Capital, LP | 6,000 | $1.17M | 0.28% | +6,000 | New |
| Hilltop Holdings Inc. | 6,021 | $1.17M | 0.13% | −5,405−47.3% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 6,025 | $1.17M | 0.75% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,044 | $1.18M | 0.05% | −56−0.9% | Reduced |
| Transcend Wealth Collective, LLC | 6,137 | $1.19M | 0.10% | +1,106+22.0% | Added |
| Smith, Moore & Co. | 6,197 | $1.21M | 0.13% | −373−5.7% | Reduced |
| Cabot Wealth Management Inc | 6,213 | $1.21M | 0.16% | +335+5.7% | Added |
| Alps Advisors Inc | 6,225 | $1.21M | 0.01% | +1,806+40.9% | Added |
| RMR Capital Management, LLC | 6,238 | $1.21M | 1.21% | +6,238 | New |
| Hazlett, Burt & Watson, Inc. | 6,238 | $1.22M | 0.73% | +980+18.6% | Added |
| SNS Financial Group, LLC | 6,346 | $1.23M | 0.14% | +190+3.1% | Added |
| Significant Wealth Partners LLC | 6,457 | $1.26M | 0.82% | −2,442−27.4% | Reduced |
| NFJ Investment Group, LLC | 6,502 | $1.26M | 0.03% | −229−3.4% | Reduced |
| Allen Investment Management LLC | 6,520 | $1.27M | 0.02% | 00.0% | Unchanged |
| RB Capital Management, LLC | 6,539 | $1.27M | 0.34% | +45+0.7% | Added |
| Integrated Wealth Concepts LLC | 6,546 | $1.27M | 0.02% | −1,538−19.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,569 | $1.28M | 0.05% | −10,731−62.0% | Reduced |
| Gouws Capital LLC | 6,600 | $1.28M | 0.97% | −325−4.7% | Reduced |
| DoubleLine ETF Adviser LP | 6,600 | $1.28M | 0.33% | +6,600 | New |
| Financial Counselors Inc | 6,632 | $1.29M | 0.02% | −194−2.8% | Reduced |
| UniSuper Management Pty Ltd | 6,632 | $1.29M | 0.01% | +5,174+354.9% | Added |
| Legato Capital Management LLC | 6,661 | $1.30M | 0.16% | 00.0% | Unchanged |
| Econ Financial Services Corp | 6,678 | $1.30M | 0.81% | +5,007+299.6% | Added |