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 |
|---|---|---|---|---|---|
| Connecticut Wealth Management, LLC | 1,497 | $291.2K | 0.02% | −4−0.3% | Reduced |
| Spire Wealth Management | 1,490 | $289.8K | 0.01% | +44+3.0% | Added |
| M3 Advisory Group, LLC | 1,487 | $289.3K | 0.26% | +20+1.4% | Added |
| Synovus Financial Corp | 1,481 | $288.4K | 0.00% | −56−3.6% | Reduced |
| Titleist Asset Management, LLC | 1,481 | $288.1K | 0.05% | +1,481 | New |
| Independent Financial Group, LLC | 1,480 | $287.9K | 0.01% | +1,480 | New |
| Berkshire Bank | 1,476 | $287.1K | 0.07% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,475 | $286.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,453 | $282.5K | 0.01% | +17+1.2% | Added |
| Family Wealth Group, LLC | 1,437 | $279.5K | 0.30% | +1,437 | New |
| Headinvest, LLC | 1,425 | $277.2K | 0.05% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,422 | $277.0K | 0.05% | +175+14.0% | Added |
| Kingswood Wealth Advisors, LLC | 1,423 | $276.8K | 0.03% | −596−29.5% | Reduced |
| Outlook Wealth Advisors, LLC | 1,405 | $273.3K | 0.08% | +309+28.2% | Added |
| SageView Advisory Group, LLC | 14,071 | $272.8K | 0.02% | +14,071 | New |
| Colonial River Wealth Management, LLC | 1,402 | $272.7K | 0.15% | −3,689−72.5% | Reduced |
| Baldwin Investment Management, LLC | 1,401 | $272.5K | 0.04% | 00.0% | Unchanged |
| Pecaut & Co. | 1,400 | $272.3K | 0.10% | −1,000−41.7% | Reduced |
| E&G Advisors, LP | 1,400 | $272.3K | 0.09% | −100−6.7% | Reduced |
| King Luther Capital Management Corp | 1,400 | $272.3K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,398 | $271.9K | 0.13% | +1,398 | New |
| Stokes Family Office, LLC | 1,397 | $271.7K | 0.03% | +156+12.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,386 | $269.5K | 0.05% | +248+21.8% | Added |
| Accurate Wealth Management, LLC | 1,448 | $267.8K | 0.08% | +20+1.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,375 | $267.4K | 0.11% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,375 | $267.4K | 0.09% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 1,373 | $267.1K | 0.07% | −269−16.4% | Reduced |
| NorthRock Partners, LLC | 1,373 | $267.0K | 0.01% | +1,373 | New |
| Connors Investor Services Inc | 1,370 | $266.5K | 0.03% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1,369 | $266.4K | 0.10% | −84−5.8% | Reduced |
| Ascent Group, LLC | 1,365 | $265.5K | 0.02% | −2,399−63.7% | Reduced |
| Vicus Capital | 1,359 | $264.2K | 0.02% | +1,359 | New |
| CAPROCK Group, Inc. | 1,355 | $263.5K | 0.02% | −253−15.7% | Reduced |
| Ramirez Asset Management, Inc. | 1,339 | $260.4K | 0.05% | −400−23.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,333 | $259.3K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,322 | $259.0K | 0.01% | +1,322 | New |
| Beaumont Financial Advisors, LLC | 1,317 | $256.2K | 0.02% | +4+0.3% | Added |
| Pitcairn Co | 1,316 | $256.0K | 0.02% | +29+2.3% | Added |
| YHB Investment Advisors, Inc. | 1,310 | $254.8K | 0.02% | −50−3.7% | Reduced |
| Capula Management Ltd | 1,307 | $254.2K | 0.01% | +1,307 | New |
| LifePro Asset Management | 1,304 | $253.6K | 0.17% | +1,304 | New |
| Trust Point Inc. | 1,303 | $253.4K | 0.02% | −2,366−64.5% | Reduced |
| Equitable Trust Co | 1,300 | $252.8K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,299 | $252.7K | 0.10% | +1,299 | New |
| Girard Partners Ltd. | 1,290 | $250.9K | 0.02% | −40−3.0% | Reduced |
| BCGM Wealth Management, LLC | 1,285 | $249.9K | 0.09% | +9+0.7% | Added |
| Checchi Capital Advisers, LLC | 1,273 | $247.6K | 0.02% | −69−5.1% | Reduced |
| International Private Wealth Advisors LLC | 1,270 | $247.0K | 0.48% | −73−5.4% | Reduced |
| Able Wealth Management LLC | 1,265 | $246.0K | 0.21% | +65+5.4% | Added |
| First Foundation Advisors | 1,256 | $244.3K | 0.01% | +113+9.9% | Added |
| Alpha Omega Wealth Management LLC | 1,254 | $243.9K | 0.05% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 1,251 | $243.3K | 0.08% | −69−5.2% | Reduced |
| Fidelis Capital Partners, LLC | 1,250 | $243.1K | 0.04% | −701−35.9% | Reduced |
| Coastline Trust Co | 1,250 | $243.1K | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,250 | $243.1K | 0.04% | +1,250 | New |
| Select Asset Management & Trust | 1,250 | $243.0K | 0.10% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 1,245 | $242.2K | 0.07% | −62−4.7% | Reduced |
| Strategic Financial Services, Inc, | 1,244 | $242.0K | 0.02% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,241 | $241.4K | 0.03% | +22+1.8% | Added |
| Commonwealth Financial Services, LLC | 1,273 | $237.4K | 0.06% | 00.0% | Unchanged |
| Magnetar Financial LLC | 1,217 | $236.7K | 0.01% | +1,217 | New |
| MainStreet Investment Advisors LLC | 1,212 | $235.7K | 0.03% | +1,212 | New |
| D.B. Root & Company, LLC | 1,205 | $234.4K | 0.08% | +1,205 | New |
| Ignite Planners, LLC | 1,180 | $234.0K | 0.07% | −174−12.9% | Reduced |
| Gill Capital Partners, LLC | 1,206 | $233.9K | 0.09% | +8+0.7% | Added |
| Guardian Wealth Advisors, LLC | 1,200 | $233.4K | 0.03% | −266−18.1% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,200 | $233.4K | 0.13% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,197 | $232.8K | 0.00% | −1,829−60.4% | Reduced |
| Gallacher Capital Management LLC | 1,193 | $232.1K | 0.12% | −1,610−57.4% | Reduced |
| Avantax Planning Partners, Inc. | 1,190 | $231.5K | 0.01% | +112+10.4% | Added |
| Channel Wealth LLC | 1,189 | $231.3K | 0.09% | +10+0.8% | Added |
| Stratos Wealth Advisors, LLC | 1,184 | $230.4K | 0.01% | −132−10.0% | Reduced |
| Tower View Investment Management & Research LLC | 1,183 | $230.1K | 0.13% | −3,000−71.7% | Reduced |
| Moneta Group Investment Advisors LLC | 1,178 | $229.0K | 0.00% | +10+0.9% | Added |
| Diversified, LLC | 1,178 | $229.0K | 0.03% | +5+0.4% | Added |
| Madden Securities Corp | 1,176 | $228.7K | 0.11% | −200−14.5% | Reduced |
| Cypress Asset Management Inc | 1,175 | $228.5K | 0.06% | −225−16.1% | Reduced |
| Smith Anglin Financial, LLC | 1,173 | $228.1K | 0.02% | −629−34.9% | Reduced |
| IFP Advisors, Inc | 1,170 | $227.5K | 0.01% | +26+2.3% | Added |
| Rehmann Capital Advisory Group | 1,165 | $226.7K | 0.02% | +60+5.4% | Added |
| Hudson Valley Investment Advisors Inc | 1,164 | $226.4K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,209 | $226.1K | 0.01% | +48+4.1% | Added |
| Left Brain Wealth Management, LLC | 1,149 | $223.5K | 0.11% | −7−0.6% | Reduced |
| KCM Investment Advisors LLC | 1,149 | $223.5K | 0.01% | −11,889−91.2% | Reduced |
| CFM Wealth Partners LLC | 1,148 | $223.3K | 0.04% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 1,148 | $223.3K | 0.15% | +1,148 | New |
| Arkadios Wealth Advisors | 1,141 | $221.9K | 0.02% | −394−25.7% | Reduced |
| Kinneret Advisory, LLC | 1,138 | $221.3K | 0.02% | −4−0.4% | Reduced |
| Conning Inc. | 1,134 | $220.6K | 0.01% | −80−6.6% | Reduced |
| Oak Thistle LLC | 1,132 | $220.2K | 0.20% | +1,132 | New |
| Foster Dykema Cabot & Partners, LLC | 1,129 | $219.6K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,128 | $219.4K | 0.01% | +17+1.5% | Added |
| W Advisors, LLC | 1,121 | $218.0K | 0.15% | +24+2.2% | Added |
| Farmers National Bank | 1,118 | $217.5K | 0.06% | +18+1.6% | Added |
| Davy Global Fund Management Ltd | 1,116 | $217.1K | 0.02% | +1,116 | New |
| Skopos Labs, Inc. | 1,092 | $216.5K | 0.09% | −66−5.7% | Reduced |
| Taylor Hoffman Wealth Management | 1,111 | $216.1K | 0.09% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 1,104 | $214.7K | 0.08% | −116−9.5% | Reduced |
| Collective Family Office LLC | 1,102 | $214.3K | 0.07% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 1,100 | $213.9K | 0.06% | 00.0% | Unchanged |