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 29 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 |
|---|---|---|---|---|---|
| Apeiron RIA LLC | 1,967 | $382.6K | 0.11% | +113+6.1% | Added |
| Bleakley Financial Group, LLC | 1,966 | $382.3K | 0.01% | +138+7.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 1,965 | $382.2K | 0.18% | 00.0% | Unchanged |
| Iowa State Bank | 1,961 | $381.4K | 0.08% | −92−4.5% | Reduced |
| Essex Savings Bank | 2,041 | $380.5K | 0.11% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,955 | $380.2K | 0.01% | +1,955 | New |
| Fundamentun, LLC | 1,954 | $380.1K | 0.04% | +248+14.5% | Added |
| Pavion Blue Capital, LLC | 1,952 | $379.7K | 0.19% | 00.0% | Unchanged |
| Sachetta, LLC | 2,028 | $378.0K | 0.18% | 00.0% | Unchanged |
| Barr E S & Co | 1,936 | $376.6K | 0.02% | −750−27.9% | Reduced |
| Occidental Asset Management, LLC | 1,925 | $374.4K | 0.07% | +2+0.1% | Added |
| Norden Group LLC | 1,923 | $374.0K | 0.08% | +1,923 | New |
| Traphagen Investment Advisors LLC | 1,918 | $373.1K | 0.04% | +115+6.4% | Added |
| Simmons Bank | 1,902 | $369.9K | 0.03% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,902 | $369.9K | 0.05% | +190+11.1% | Added |
| Meridian Wealth Management, LLC | 1,900 | $369.6K | 0.06% | −1,399−42.4% | Reduced |
| Grandfield & Dodd, LLC | 1,897 | $369.1K | 0.02% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 1,893 | $368.2K | 0.03% | −65−3.3% | Reduced |
| Almanack Investment Partners, LLC. | 1,892 | $368.0K | 0.06% | +30+1.6% | Added |
| Sapient Capital LLC | 1,890 | $367.6K | 0.01% | −831−30.5% | Reduced |
| Integrated Advisors Network LLC | 1,890 | $367.6K | 0.02% | +96+5.4% | Added |
| Hallmark Capital Management Inc | 1,882 | $366.1K | 0.03% | +735+64.1% | Added |
| 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 |
| Ledyard National Bank | 1,869 | $363.5K | 0.04% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,869 | $363.5K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,866 | $362.9K | 0.11% | +16+0.9% | Added |
| HB Wealth Management, LLC | 1,864 | $362.7K | 0.00% | +400+27.3% | Added |
| Heartland Bank & Trust Co | 1,864 | $362.5K | 0.21% | +1,864 | New |
| Coastal Investment Advisors, Inc. | 1,852 | $360.3K | 0.07% | −92−4.7% | Reduced |
| 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 |
| Studio Investment Management LLC | 1,841 | $358.1K | 0.08% | +1,841 | New |
| Townsend & Associates, Inc | 1,900 | $355.5K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,817 | $353.4K | 0.01% | +58+3.3% | Added |
| Relyea Zuckerberg Hanson LLC | 1,805 | $351.2K | 0.06% | +373+26.0% | Added |
| Symmetry Partners, LLC | 1,806 | $351.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,804 | $350.9K | 0.01% | −147−7.5% | Reduced |
| Florida Financial Advisors, LLC | 1,803 | $350.7K | 0.26% | +316+21.3% | Added |
| Sanchez Wealth Management Group | 1,799 | $349.9K | 0.12% | 00.0% | Unchanged |
| FIL Ltd | 1,799 | $349.9K | 0.00% | +1,799 | New |
| MN Wealth Advisors, LLC | 1,790 | $348.3K | 0.22% | +86+5.0% | Added |
| Prio Wealth Limited Partnership | 1,790 | $348.2K | 0.01% | −13−0.7% | Reduced |
| Wintrust Investments LLC | 1,778 | $346.0K | 0.03% | −4,473−71.6% | Reduced |
| Monterey Private Wealth, Inc. | 1,772 | $344.7K | 0.14% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,768 | $343.9K | 0.01% | −530−23.1% | Reduced |
| Summit Financial, LLC | 1,768 | $343.8K | 0.02% | +441+33.2% | Added |
| Aft, Forsyth & Company, Inc. | 1,765 | $343.3K | 0.20% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,760 | $342.3K | 0.07% | +100+6.0% | Added |
| Encompass More Asset Management | 1,751 | $340.6K | 0.28% | +1,751 | New |
| Banque Cantonale Vaudoise | 1,730 | $337.0K | 0.01% | −3,604−67.6% | Reduced |
| Clear Harbor Asset Management, LLC | 1,732 | $336.9K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,727 | $335.8K | 0.02% | +3+0.2% | Added |
| Altrius Capital Management Inc | 1,726 | $335.7K | 0.08% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,722 | $334.9K | 0.07% | +23+1.4% | Added |
| Empirical Asset Management, LLC | 1,714 | $333.4K | 0.16% | +1,714 | New |
| Legacy Advisors, LLC | 1,714 | $333.4K | 0.04% | +1,714 | New |
| Perigon Wealth Management, LLC | 1,697 | $330.0K | 0.01% | +354+26.4% | Added |
| Wimmer Associates 1, LLC | 1,690 | $328.7K | 0.17% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,685 | $328.0K | 0.26% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 1,678 | $326.4K | 0.21% | −910−35.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,666 | $324.0K | 0.01% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 1,664 | $323.6K | 0.12% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,657 | $322.3K | 0.03% | +236+16.6% | Added |
| Meeder Advisory Services, Inc. | 1,655 | $321.8K | 0.03% | +107+6.9% | Added |
| McKinley Carter Wealth Services, Inc. | 1,650 | $320.9K | 0.02% | −60−3.5% | Reduced |
| SignalPoint Asset Management, LLC | 1,634 | $317.8K | 0.09% | +41+2.6% | Added |
| First National Bank & Trust Co of Newtown | 1,616 | $314.3K | 0.06% | −50−3.0% | Reduced |
| Kanawha Capital Management LLC | 1,615 | $314.1K | 0.03% | +105+7.0% | Added |
| Wesbanco Bank Inc | 1,614 | $313.9K | 0.01% | +1,614 | New |
| MEMBERS Trust Co | 1,603 | $311.8K | 0.01% | +4+0.3% | Added |
| Northstar Group, Inc. | 1,602 | $311.6K | 0.06% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 1,602 | $311.6K | 0.01% | +400+33.3% | Added |
| Stiles Financial Services Inc | 1,601 | $311.3K | 0.12% | +1,601 | New |
| Fiduciary Family Office, LLC | 1,600 | $311.2K | 0.12% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,598 | $311.0K | 0.01% | +1,598 | New |
| International Assets Investment Management, LLC | 1,566 | $310.6K | 0.03% | −20−1.3% | Reduced |
| Trust Co of Virginia | 1,593 | $309.8K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,583 | $308.0K | 0.06% | −23−1.4% | Reduced |
| Letson Investment Management, Inc. | 1,575 | $306.3K | 0.13% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 1,573 | $306.0K | 0.01% | +179+12.8% | Added |
| Nwam LLC | 1,568 | $305.4K | 0.02% | −48−3.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,570 | $305.4K | 0.01% | −381−19.5% | Reduced |
| Csenge Advisory Group | 1,561 | $303.5K | 0.02% | −6,289−80.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,654 | $301.9K | 0.12% | −113−6.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,546 | $300.7K | 0.07% | +4+0.3% | Added |
| Westpac Banking Corp | 1,531 | $297.8K | 0.02% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 1,527 | $297.1K | 0.12% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,525 | $296.7K | 0.12% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,525 | $296.6K | 0.20% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,520 | $295.7K | 0.01% | +1,520 | New |
| Navellier & Associates Inc | 1,519 | $295.4K | 0.04% | +11+0.7% | Added |
| Evercore Wealth Management, LLC | 1,516 | $294.9K | 0.00% | −20−1.3% | Reduced |
| Beaton Management Co. Inc. | 1,509 | $294.0K | 0.16% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 1,508 | $293.0K | 0.07% | −183−10.8% | Reduced |
| Perkins Capital Management Inc | 1,500 | $292.0K | 0.24% | +1,500 | New |
| Rossmore Private Capital | 1,501 | $291.9K | 0.04% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,500 | $291.8K | 0.01% | −27−1.8% | Reduced |
| Nadler Financial Group, Inc. | 1,500 | $291.8K | 0.04% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,500 | $291.8K | 0.10% | 00.0% | Unchanged |