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 |
|---|---|---|---|---|---|
| Towercrest Capital Management | 1,100 | $213.9K | 0.04% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,077 | $213.5K | 0.13% | +1,077 | New |
| Rooted Wealth Advisors, Inc. | 1,055 | $212.0K | 0.10% | +1,055 | New |
| Peachtree Investment Partners, LLC | 1,090 | $211.9K | 0.09% | −3,249−74.9% | Reduced |
| M. Kulyk & Associates, LLC | 1,080 | $210.1K | 0.05% | 00.0% | Unchanged |
| Meritage Group LP | 1,081 | $210.0K | 0.00% | −73−6.3% | Reduced |
| NTV Asset Management LLC | 1,078 | $209.7K | 0.03% | +1,078 | New |
| Quadrant Private Wealth Management, LLC | 1,073 | $208.8K | 0.05% | 00.0% | Unchanged |
| Keystone Financial Group | 1,068 | $207.7K | 0.03% | +1,068 | New |
| Capital Advisors Inc | 1,067 | $207.5K | 0.00% | +1,067 | New |
| KLCM Advisors, Inc. | 1,067 | $207.5K | 0.03% | +1,067 | New |
| Bridge Creek Capital Management LLC | 1,060 | $206.2K | 0.07% | +1,060 | New |
| Quaker Wealth Management, LLC | 1,057 | $205.6K | 0.08% | +1,057 | New |
| Financial Advocates Investment Management | 1,045 | $203.3K | 0.01% | +1,045 | New |
| Wealth Alliance | 1,042 | $202.6K | 0.03% | −95−8.4% | Reduced |
| Washington Trust Bank | 1,041 | $202.5K | 0.02% | +1,041 | New |
| Sendero Wealth Management, LLC | 1,036 | $201.5K | 0.03% | +1,036 | New |
| IAM Advisory, LLC | 1,035 | $201.3K | 0.06% | +1,035 | New |
| Longfellow Investment Management Co LLC | 1,032 | $200.7K | 0.05% | +1,021+9,281.8% | Added |
| Aberdeen Wealth Management LLC | 1,032 | $200.7K | 0.12% | +1,032 | New |
| Susquehanna International Group Ltd. | 1,031 | $200.5K | 0.05% | +1,031 | New |
| LGT Financial Advisors LLC | 1,003 | $195.0K | 0.23% | +330+49.0% | Added |
| Clean Yield Group | 1,000 | $194.5K | 0.08% | −100−9.1% | Reduced |
| Horizon Bancorp Inc | 1,000 | $194.0K | 0.09% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 987 | $192.0K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 987 | $192.0K | 0.01% | +2+0.2% | Added |
| Creative Financial Designs Inc | 963 | $187.3K | 0.02% | +762+379.1% | Added |
| Lowe Wealth Advisors, LLC | 933 | $181.5K | 0.08% | +1+0.1% | Added |
| Hills Bank & Trust Co | 925 | $179.9K | 0.02% | −89−8.8% | Reduced |
| Mather Group, LLC. | 964 | $179.7K | 0.00% | −246−20.3% | Reduced |
| Hanson & Doremus Investment Management | 916 | $178.0K | 0.03% | +1+0.1% | Added |
| Harvest Fund Management Co., Ltd | 909 | $177.0K | 0.02% | +323+55.1% | Added |
| Harbor Investment Advisory, LLC | 901 | $175.2K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 874 | $170.0K | 0.01% | +125+16.7% | Added |
| MV Capital Management, Inc. | 870 | $169.2K | 0.02% | +7+0.8% | Added |
| Hantz Financial Services, Inc. | 870 | $169.0K | 0.00% | +3+0.3% | Added |
| Sunbelt Securities, Inc. | 824 | $160.3K | 0.02% | +164+24.8% | Added |
| Bruce G. Allen Investments, LLC | 809 | $157.4K | 0.13% | +575+245.7% | Added |
| Advantage Trust Co | 800 | $155.6K | 0.11% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 786 | $153.0K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 786 | $152.9K | 0.02% | 00.0% | Unchanged |
| RE Advisers Corp | 785 | $152.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 777 | $151.0K | 0.01% | +10+1.3% | Added |
| Private Ocean, LLC | 762 | $148.1K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 746 | $145.1K | 0.04% | +550+280.6% | Added |
| JFS Wealth Advisors, LLC | 740 | $143.9K | 0.01% | −7−0.9% | Reduced |
| Fortis Group Advisors, LLC | 732 | $142.4K | 0.03% | −15,491−95.5% | Reduced |
| Global Retirement Partners, LLC | 701 | $136.3K | 0.01% | −36−4.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 700 | $136.0K | 0.06% | −54−7.2% | Reduced |
| CoreFirst Bank & Trust | 694 | $135.0K | 0.08% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 693 | $134.8K | 0.10% | +693 | New |
| Elgethun Capital Management | 681 | $133.4K | 0.03% | +155+29.5% | Added |
| American National Bank | 685 | $133.2K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 684 | $133.0K | 0.07% | +15+2.2% | Added |
| Manchester Capital Management LLC | 673 | $130.9K | 0.02% | +6+0.9% | Added |
| AlphaCentric Advisors LLC | 672 | $130.7K | 0.08% | −59−8.1% | Reduced |
| Salem Investment Counselors Inc | 645 | $125.5K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 633 | $123.1K | 0.01% | +633 | New |
| Northwest Investment Counselors, LLC | 632 | $122.9K | 0.03% | +632 | New |
| Ronald Blue Trust, Inc. | 631 | $122.8K | 0.00% | −137−17.8% | Reduced |
| Blackhill Capital Inc | 600 | $116.7K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 596 | $115.9K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 594 | $115.5K | 0.01% | −94−13.7% | Reduced |
| Brown Brothers Harriman & Co | 586 | $114.0K | 0.00% | +221+60.5% | Added |
| Bank of New Hampshire | 580 | $112.8K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,378 | $112.5K | 0.02% | +2,120+821.7% | Added |
| Pathway Financial Advisers, LLC | 570 | $110.9K | 0.04% | +5+0.9% | Added |
| Tortoise Investment Management, LLC | 561 | $109.1K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 558 | $108.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 556 | $108.2K | 0.02% | +16+3.0% | Added |
| BFSG, LLC | 550 | $107.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 544 | $105.8K | 0.05% | +1+0.2% | Added |
| Hexagon Capital Partners LLC | 541 | $105.3K | 0.02% | +39+7.8% | Added |
| Lindbrook Capital, LLC | 526 | $102.3K | 0.01% | +118+28.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 515 | $100.2K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 505 | $98.2K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 500 | $98.0K | 0.01% | −3,250−86.7% | Reduced |
| Alta Advisers Ltd | 500 | $97.3K | 0.05% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 500 | $97.3K | 0.05% | +500 | New |
| Adirondack Trust Co | 497 | $96.7K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 486 | $94.6K | 0.01% | +57+13.3% | Added |
| Laurel Wealth Advisors LLC | 482 | $93.7K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 472 | $93.6K | 0.03% | +78+19.8% | Added |
| MCF Advisors LLC | 452 | $87.9K | 0.01% | +2+0.4% | Added |
| Bellevue Asset Management, LLC | 450 | $87.5K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 432 | $84.0K | 0.02% | −18−4.0% | Reduced |
| Peoples Financial Services Corp. | 429 | $83.4K | 0.04% | −100−18.9% | Reduced |
| Independence Bank of Kentucky | 415 | $80.7K | 0.02% | −25−5.7% | Reduced |
| ORG Partners LLC | 402 | $79.7K | 0.15% | −492−55.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 430 | $79.5K | 0.05% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 403 | $78.4K | 0.03% | +87+27.5% | Added |
| Estabrook Capital Management | 400 | $77.8K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 400 | $77.8K | 0.05% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 400 | $77.8K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 400 | $77.8K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 390 | $75.9K | 0.00% | +41+11.7% | Added |
| Mendota Financial Group, LLC | 382 | $74.3K | 0.04% | −30−7.3% | Reduced |
| EntryPoint Capital, LLC | 381 | $74.1K | 0.07% | +281+281.0% | Added |
| Evolution Advisers, Inc. | 378 | $74.0K | 0.04% | +1+0.3% | Added |
| Princeton Global Asset Management LLC | 357 | $69.5K | 0.02% | 00.0% | Unchanged |