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 28 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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 347 | $67.5K | 0.00% | −694−66.7% | Reduced |
| Carolinas Wealth Consulting LLC | 347 | $67.5K | 0.01% | +1+0.3% | Added |
| Center for Financial Planning, Inc. | 342 | $66.5K | 0.01% | +78+29.5% | Added |
| BOK Financial Private Wealth, Inc. | 330 | $64.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 326 | $63.1K | 0.01% | +129+65.5% | Added |
| St Germain D J Co Inc | 320 | $62.2K | 0.00% | −775−70.8% | Reduced |
| Cranbrook Wealth Management, LLC | 314 | $61.1K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 312 | $60.7K | 0.01% | +2+0.6% | Added |
| Delta Asset Management LLC | 310 | $60.3K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 301 | $58.5K | 0.01% | +18+6.4% | Added |
| GoalVest Advisory LLC | 300 | $58.4K | 0.02% | +300 | New |
| Concord Wealth Partners | 291 | $56.6K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 289 | $56.2K | 0.01% | +160+124.0% | Added |
| GPS Wealth Strategies Group, LLC | 286 | $55.6K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 275 | $53.5K | 0.01% | +100+57.1% | Added |
| Salomon & Ludwin, LLC | 270 | $52.5K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 267 | $52.0K | 0.03% | +1+0.4% | Added |
| Glass Jacobson Investment Advisors llc | 266 | $51.7K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 263 | $51.1K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 259 | $50.4K | 0.02% | +90+53.3% | Added |
| Clearstead Advisors, LLC | 238 | $49.9K | 0.00% | −215−47.5% | Reduced |
| AlphaMark Advisors, LLC | 250 | $49.0K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 245 | $47.7K | 0.01% | +45+22.5% | Added |
| Kelly Financial Services LLC | 235 | $45.8K | 0.02% | +108+85.0% | Added |
| Armstrong Advisory Group, Inc | 240 | $44.7K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 229 | $44.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 225 | $43.8K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 212 | $41.2K | 0.00% | −3−1.4% | Reduced |
| Bell Investment Advisors, Inc | 208 | $40.5K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 206 | $40.1K | 0.02% | +67+48.2% | Added |
| Frazier Financial Advisors, LLC | 206 | $40.1K | 0.03% | −5−2.4% | Reduced |
| Spectrum Wealth Counsel, LLC | 202 | $39.2K | 0.00% | −17,325−98.8% | Reduced |
| Costello Asset Management, INC | 200 | $38.9K | 0.03% | −75−27.3% | Reduced |
| Old Second National Bank of Aurora | 200 | $38.9K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $38.9K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $38.9K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 200 | $38.4K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 196 | $38.1K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 185 | $36.0K | 0.01% | +185 | New |
| Washington Trust Co | 182 | $35.5K | 0.00% | +3+1.7% | Added |
| Crewe Advisors LLC | 180 | $35.0K | 0.00% | +180 | New |
| Financial Avengers, Inc. | 155 | $30.7K | 0.02% | +1+0.6% | Added |
| Covestor Ltd | 154 | $30.0K | 0.02% | −5−3.1% | Reduced |
| Indiana Trust & Investment Management CO | 150 | $29.2K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 150 | $29.2K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 149 | $29.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 149 | $29.0K | 0.02% | +149 | New |
| Brown, Lisle/Cummings, Inc. | 148 | $28.8K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 146 | $28.4K | 0.00% | −16−9.9% | Reduced |
| Gradient Investments LLC | 146 | $28.4K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 135 | $26.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 134 | $26.1K | 0.01% | −50−27.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 133 | $25.9K | 0.00% | +8+6.4% | Added |
| First Financial Corp | 130 | $25.3K | 0.01% | −27−17.2% | Reduced |
| PFS Partners, LLC | 130 | $25.3K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 128 | $24.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 126 | $24.5K | 0.01% | +126 | New |
| Pinnacle Bancorp, Inc. | 125 | $24.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 124 | $24.1K | 0.00% | +55+79.7% | Added |
| Prestige Wealth Management Group LLC | 121 | $23.5K | 0.01% | −70−36.6% | Reduced |
| New England Capital Financial Advisors LLC | 117 | $22.8K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 109 | $21.2K | 0.01% | +1+0.9% | Added |
| West Branch Capital LLC | 108 | $21.0K | 0.01% | −3−2.7% | Reduced |
| Rakuten Securities, Inc. | 104 | $20.2K | 0.01% | −66−38.8% | Reduced |
| CVA Family Office, LLC | 102 | $19.8K | 0.00% | −7−6.4% | Reduced |
| EnRich Financial Partners LLC | 101 | $19.6K | 0.01% | +101 | New |
| GHP Investment Advisors, Inc. | 100 | $19.4K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $19.4K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $19.4K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $19.4K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 100 | $19.4K | 0.00% | +100 | New |
| ICA Group Wealth Management, LLC | 97 | $18.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 96 | $18.8K | 0.00% | −30−23.8% | Reduced |
| REAP Financial Group, LLC | 81 | $15.7K | 0.00% | −4−4.7% | Reduced |
| Eagle Bay Advisors LLC | 78 | $15.2K | 0.01% | +35+81.4% | Added |
| Criterion Capital Advisors, LLC | 76 | $14.8K | 0.01% | +28+58.3% | Added |
| BBJS Financial Advisors, LLC | 75 | $14.6K | 0.01% | −10−11.8% | Reduced |
| Baldwin Brothers Inc | 75 | $14.6K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 75 | $14.6K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 74 | $14.4K | 0.00% | +74 | New |
| Private Wealth Management Group, LLC | 69 | $13.4K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 69 | $13.4K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 68 | $13.1K | 0.00% | +1+1.5% | Added |
| Valley National Advisers Inc | 69 | $13.0K | 0.00% | +15+27.8% | Added |
| Silver Oak Securities, Inc | 66 | $12.9K | 0.00% | −5,454−98.8% | Reduced |
| Trifecta Capital Advisors, LLC | 63 | $12.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 60 | $12.0K | 0.00% | −9−13.0% | Reduced |
| GW&K Investment Management, LLC | 61 | $12.0K | 0.00% | +11+22.0% | Added |
| Bromfield Sneider Wealth Advisors | 60 | $11.7K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 57 | $11.1K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 57 | $11.1K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 56 | $11.0K | 0.00% | −158−73.8% | Reduced |
| LifeSteps Financial, Inc. | 51 | $9.92K | 0.01% | +51 | New |
| Institutional & Family Asset Management, LLC | 50 | $9.72K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $9.72K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 50 | $9.72K | 0.00% | +50 | New |
| Hoese & Co LLP | 50 | $9.40K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 44 | $9.25K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 44 | $9.00K | 0.00% | +32+266.7% | Added |
| American Capital Advisory, LLC | 35 | $8.90K | 0.01% | 00.0% | Unchanged |