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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 6,691 | $1.30M | 0.02% | −51,751−88.6% | Reduced |
| Wedbush Securities Inc | 6,693 | $1.30M | 0.05% | +639+10.6% | Added |
| Pensionfund Sabic | 6,700 | $1.30M | 0.39% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 6,718 | $1.31M | 1.08% | +928+16.0% | Added |
| QRG Capital Management, Inc. | 6,754 | $1.31M | 0.02% | −5−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 6,801 | $1.32M | 0.02% | −56,124−89.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,826 | $1.33M | 0.01% | +3,236+90.1% | Added |
| London Co of Virginia | 6,833 | $1.33M | 0.01% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 6,834 | $1.33M | 0.41% | +143+2.1% | Added |
| Allianz SE | 6,872 | $1.34M | 0.04% | +6,872 | New |
| Tiaa Trust, National Association | 6,915 | $1.34M | 0.00% | −29−0.4% | Reduced |
| CoreCap Advisors, LLC | 6,916 | $1.35M | 0.07% | −1,100−13.7% | Reduced |
| Change Path, LLC | 6,958 | $1.35M | 0.05% | +4,468+179.4% | Added |
| Commonwealth Retirement Investments LLC | 6,977 | $1.36M | 0.65% | +2,197+46.0% | Added |
| PFG Advisors | 7,027 | $1.37M | 0.10% | +403+6.1% | Added |
| Wetherby Asset Management Inc | 7,034 | $1.37M | 0.07% | +65+0.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,043 | $1.37M | 0.02% | +37+0.5% | Added |
| Groupama Asset Managment | 4,835 | $1.37M | 0.03% | −2,616−35.1% | Reduced |
| Griffin Asset Management, Inc. | 7,062 | $1.37M | 0.16% | −136−1.9% | Reduced |
| Ethic Inc. | 7,084 | $1.38M | 0.03% | −821−10.4% | Reduced |
| Ballentine Partners, LLC | 7,134 | $1.39M | 0.03% | +4,098+135.0% | Added |
| Burns J W & Co Inc | 7,142 | $1.39M | 0.19% | 00.0% | Unchanged |
| Wealthquest Corp | 7,201 | $1.40M | 0.15% | −263−3.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,210 | $1.40M | 0.02% | +30+0.4% | Added |
| RKL Wealth Management LLC | 7,274 | $1.41M | 0.14% | −57−0.8% | Reduced |
| Arnhold LLC | 7,279 | $1.42M | 0.15% | 00.0% | Unchanged |
| Adviser Investments LLC | 7,297 | $1.42M | 0.02% | −358−4.7% | Reduced |
| Maven Securities LTD | 7,298 | $1.42M | 0.08% | +7,298 | New |
| WSFS Capital Management, LLC | 256,447 | $1.42M | 0.08% | +249,129+3,404.3% | Added |
| Gunn & Co Investment Management, Inc. | 7,329 | $1.43M | 1.07% | +7,329 | New |
| OV Management LLC | 7,400 | $1.44M | 1.04% | +1,600+27.6% | Added |
| Ferguson Wellman Capital Management, Inc | 7,412 | $1.44M | 0.03% | −14−0.2% | Reduced |
| iA Global Asset Management Inc. | 7,443 | $1.45M | 0.03% | −6,172−45.3% | Reduced |
| New Mexico Educational Retirement Board | 7,578 | $1.47M | 0.05% | −100−1.3% | Reduced |
| Clear Rock Advisors, LLC | 7,588 | $1.48M | 0.64% | +437+6.1% | Added |
| CX Institutional | 7,617 | $1.48M | 0.07% | +6,568+626.1% | Added |
| Plato Investment Management Ltd | 7,623 | $1.48M | 0.15% | +7,145+1,494.8% | Added |
| Asset Advisors Investment Management, LLC | 7,700 | $1.50M | 0.17% | −400−4.9% | Reduced |
| Hudson Canyon Capital Management | 7,700 | $1.50M | 0.96% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 7,782 | $1.51M | 0.04% | +7,782 | New |
| Diversified Trust Co | 7,838 | $1.52M | 0.05% | +6,025+332.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,842 | $1.53M | 0.65% | −373−4.5% | Reduced |
| Commerce Bank | 7,897 | $1.54M | 0.01% | −405−4.9% | Reduced |
| Kingsview Wealth Management, LLC | 7,900 | $1.54M | 0.04% | −611−7.2% | Reduced |
| Wellington Wealth Strategies, LLC. | 7,910 | $1.54M | 0.74% | +7,910 | New |
| Keebeck Wealth Management, LLC | 7,911 | $1.54M | 0.23% | −240−2.9% | Reduced |
| Apollon Wealth Management, LLC | 7,921 | $1.54M | 0.05% | +249+3.2% | Added |
| Atlantic Trust, LLC | 7,955 | $1.55M | 0.40% | −490−5.8% | Reduced |
| Savant Capital, LLC | 7,991 | $1.55M | 0.02% | +200+2.6% | Added |
| J.P. Marvel Investment Advisors, LLC | 8,000 | $1.56M | 0.27% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 8,024 | $1.56M | 0.03% | +8,024 | New |
| Inscription Capital, LLC | 8,057 | $1.57M | 0.26% | +125+1.6% | Added |
| Herold Advisors, Inc. | 8,075 | $1.57M | 0.38% | +1,223+17.8% | Added |
| Intact Investment Management Inc. | 8,100 | $1.58M | 0.06% | −8,200−50.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 8,172 | $1.59M | 0.20% | +127+1.6% | Added |
| Modera Wealth Management, LLC | 8,264 | $1.61M | 0.02% | −84−1.0% | Reduced |
| Clearbridge Investments, LLC | 8,310 | $1.62M | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 8,398 | $1.63M | 0.01% | +27+0.3% | Added |
| Settian Capital LP | 8,400 | $1.63M | 1.21% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 8,298 | $1.64M | 0.04% | +4,438+115.0% | Added |
| Roundview Capital LLC | 8,448 | $1.64M | 0.13% | +2,767+48.7% | Added |
| Hutner Capital Management Inc | 8,478 | $1.65M | 0.89% | +10.0% | Added |
| Trivant Custom Portfolio Group, LLC | 8,558 | $1.66M | 1.06% | +8,308+3,323.2% | Added |
| Stock Yards Bank & Trust Co | 8,574 | $1.67M | 0.06% | 00.0% | Unchanged |
| Ami Investment Management Inc | 8,577 | $1.67M | 0.61% | +388+4.7% | Added |
| Lederer & Associates Investment Counsel | 8,588 | $1.67M | 1.16% | +1,121+15.0% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,652 | $1.68M | 1.22% | −99−1.1% | Reduced |
| Credit Agricole S A | 9,105 | $1.68M | 0.03% | +4,864+114.7% | Added |
| Westhampton Capital, LLC | 8,657 | $1.68M | 0.92% | 00.0% | Unchanged |
| LCNB Corp | 8,658 | $1.68M | 0.61% | +40+0.5% | Added |
| Louisiana State Employees Retirement System | 8,700 | $1.69M | 0.03% | −400−4.4% | Reduced |
| Shelton Capital Management | 8,741 | $1.70M | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 8,766 | $1.70M | 0.05% | −699−7.4% | Reduced |
| CWM, LLC | 8,816 | $1.72M | 0.01% | +131+1.5% | Added |
| Castle Rock Wealth Management, LLC | 8,861 | $1.72M | 0.47% | +10.0% | Added |
| Mount Lucas Management LP | 8,949 | $1.74M | 0.58% | −670−7.0% | Reduced |
| Centiva Capital, LP | 9,052 | $1.76M | 0.10% | +222+2.5% | Added |
| Cornerstone Advisors, LLC | 9,100 | $1.77M | 0.07% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 9,154 | $1.78M | 0.40% | +77+0.8% | Added |
| Brookstone Capital Management | 9,160 | $1.78M | 0.03% | −6,493−41.5% | Reduced |
| Stephens Inc | 9,169 | $1.78M | 0.03% | +848+10.2% | Added |
| Buckingham Strategic Wealth, LLC | 9,259 | $1.80M | 0.02% | +1,462+18.8% | Added |
| SpiderRock Advisors, LLC | 9,264 | $1.83M | 0.06% | +9,264 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 9,500 | $1.85M | 0.02% | +9,500 | New |
| Cim, LLC | 9,592 | $1.87M | 0.28% | +19+0.2% | Added |
| AlphaStar Capital Management, LLC | 9,631 | $1.87M | 0.19% | +400+4.3% | Added |
| Mutual Advisors, LLC | 9,636 | $1.87M | 0.06% | +806+9.1% | Added |
| Hartford Investment Management Co | 9,677 | $1.88M | 0.07% | −410−4.1% | Reduced |
| Bowen Hanes & Co Inc | 9,700 | $1.89M | 0.05% | +3,650+60.3% | Added |
| Allspring Global Investments Holdings, LLC | 9,708 | $1.89M | 0.00% | −3,445−26.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,715 | $1.89M | 0.01% | +3,445+54.9% | Added |
| Smithfield Trust Co | 9,719 | $1.89M | 0.10% | 00.0% | Unchanged |
| Howland Capital Management LLC | 9,723 | $1.89M | 0.09% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 9,729 | $1.89M | 1.74% | +9,729 | New |
| Aurora Investment Counsel | 9,742 | $1.89M | 1.09% | −92−0.9% | Reduced |
| Leavell Investment Management, Inc. | 9,817 | $1.91M | 0.11% | −20−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 10,317 | $1.94M | 0.07% | +4,281+70.9% | Added |
| Concurrent Investment Advisors, LLC | 10,011 | $1.95M | 0.08% | +382+4.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,061 | $1.96M | 0.10% | −3,240−24.4% | Reduced |
| TD Waterhouse Canada Inc. | 9,243 | $1.96M | 0.01% | +5,564+151.2% | Added |