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 |
|---|---|---|---|---|---|
| Lawson Kroeker Investment Management Inc | 50,153 | $9.75M | 1.85% | +619+1.2% | Added |
| Worldquant Millennium Advisors LLC | 50,012 | $9.73M | 0.12% | −218,530−81.4% | Reduced |
| Comerica Bank | 49,456 | $9.62M | 0.04% | +1,607+3.4% | Added |
| Engineers Gate Manager LP | 49,435 | $9.62M | 0.25% | +26,746+117.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 49,407 | $9.61M | 0.02% | +18,968+62.3% | Added |
| Davenport & Co LLC | 48,542 | $9.44M | 0.06% | +36,268+295.5% | Added |
| West Coast Financial LLC | 46,802 | $9.10M | 1.10% | +424+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,433 | $9.03M | 0.03% | −45,346−49.4% | Reduced |
| State of Alaska, Department of Revenue | 46,369 | $9.02M | 0.10% | −2,925−5.9% | Reduced |
| Congress Asset Management Co | 45,653 | $8.88M | 0.06% | +344+0.8% | Added |
| Hendley & Co Inc | 45,094 | $8.77M | 3.14% | +185+0.4% | Added |
| Illinois Municipal Retirement Fund | 45,037 | $8.76M | 0.13% | +5,065+12.7% | Added |
| State of Michigan Retirement System | 43,334 | $8.43M | 0.05% | 00.0% | Unchanged |
| AXA S.A. | 43,013 | $8.37M | 0.03% | +9,235+27.3% | Added |
| Arizona State Retirement System | 43,012 | $8.37M | 0.06% | +851+2.0% | Added |
| Beese Fulmer Investment Management, Inc. | 41,095 | $7.99M | 0.75% | −1,151−2.7% | Reduced |
| CIBC World Markets Corp | 40,843 | $7.94M | 0.05% | +21,549+111.7% | Added |
| GTS Securities LLC | 40,445 | $7.87M | 0.21% | −1,660−3.9% | Reduced |
| Motco | 40,136 | $7.81M | 0.47% | +4,334+12.1% | Added |
| Nisa Investment Advisors, LLC | 39,954 | $7.77M | 0.05% | −1,292−3.1% | Reduced |
| CIBC World Markets Inc. | 39,951 | $7.77M | 0.02% | +17,204+75.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 39,854 | $7.75M | 0.92% | +10,869+37.5% | Added |
| Forsta Ap-Fonden | 39,800 | $7.74M | 0.07% | +3,500+9.6% | Added |
| MetLife Investment Management | 39,692 | $7.72M | 0.05% | −1,275−3.1% | Reduced |
| Executive Wealth Management, LLC | 38,641 | $7.66M | 0.67% | +38,641 | New |
| Millennium Management LLC | 39,311 | $7.65M | 0.01% | −664,942−94.4% | Reduced |
| Dean Investment Associates, LLC | 39,225 | $7.63M | 1.05% | +12,300+45.7% | Added |
| SevenBridge Financial Group, LLC | 37,940 | $7.51M | 1.70% | +1,831+5.1% | Added |
| Cerity Partners LLC | 38,732 | $7.49M | 0.02% | +17,646+83.7% | Added |
| American International Group, Inc. | 38,516 | $7.49M | 0.03% | −236−0.6% | Reduced |
| Westfield Capital Management Co LP | 38,215 | $7.43M | 0.04% | +7,482+24.3% | Added |
| MAI Capital Management | 38,202 | $7.43M | 0.08% | +34,403+905.6% | Added |
| Fulcrum Capital LLC | 37,901 | $7.37M | 1.75% | +596+1.6% | Added |
| Caisse de Depot Et Placement du Quebec | 37,889 | $7.37M | 0.02% | −109,200−74.2% | Reduced |
| STRS Ohio | 37,728 | $7.34M | 0.03% | −11,641−23.6% | Reduced |
| Empowered Funds, LLC | 36,101 | $7.02M | 0.13% | +18,056+100.1% | Added |
| CI Private Wealth, LLC | 35,545 | $6.91M | 0.01% | +833+2.4% | Added |
| Quinn Opportunity Partners LLC | 35,321 | $6.87M | 0.78% | −50,158−58.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 35,300 | $6.87M | 0.02% | −8,949−20.2% | Reduced |
| Federated Hermes, Inc. | 34,233 | $6.66M | 0.02% | −216,583−86.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 33,982 | $6.60M | 0.05% | +4,417+14.9% | Added |
| Private Advisor Group, LLC | 19,179 | $6.53M | 0.05% | +1,099+6.1% | Added |
| Providence Capital Advisors, LLC | 33,420 | $6.50M | 1.42% | +9,998+42.7% | Added |
| Dearborn Partners LLC | 33,335 | $6.48M | 0.28% | +20,181+153.4% | Added |
| TownSquare Capital, LLC | 33,240 | $6.47M | 0.09% | +32,139+2,919.1% | Added |
| Covington Investment Advisors Inc. | 33,147 | $6.45M | 1.05% | +8,938+36.9% | Added |
| Tikehau Investment Management | 32,911 | $6.40M | 5.19% | −1,060−3.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,904 | $6.40M | 0.04% | +81+0.2% | Added |
| Dakota Wealth Management | 32,833 | $6.39M | 0.16% | +17,115+108.9% | Added |
| Atria Investments LLC | 32,581 | $6.34M | 0.09% | +7,612+30.5% | Added |
| M&T Bank Corp | 32,444 | $6.31M | 0.02% | +4,464+16.0% | Added |
| Amalgamated Bank | 32,157 | $6.25M | 0.05% | −4,724−12.8% | Reduced |
| Great Valley Advisor Group, Inc. | 31,924 | $6.21M | 0.19% | +26,085+446.7% | Added |
| Grimes & Company, Inc. | 31,898 | $6.20M | 0.19% | +2,446+8.3% | Added |
| Bancreek Capital Management, LP | 31,891 | $6.20M | 4.62% | +439+1.4% | Added |
| SYSTM Wealth Solutions LLC | 31,844 | $6.19M | 0.78% | +31,844 | New |
| Fruth Investment Management | 31,232 | $6.07M | 1.56% | +80+0.3% | Added |
| Blair William & Co | 31,185 | $6.07M | 0.02% | −715−2.2% | Reduced |
| Monte Financial Group, LLC | 31,152 | $6.06M | 2.65% | +15,116+94.3% | Added |
| Texas Permanent School Fund | 30,986 | $6.03M | 0.05% | +36+0.1% | Added |
| Birmingham Capital Management Co Inc | 30,789 | $5.99M | 2.20% | −450−1.4% | Reduced |
| Citizens Financial Group Inc | 30,785 | $5.99M | 0.20% | −3,226−9.5% | Reduced |
| Xponance, Inc. | 30,447 | $5.92M | 0.06% | +159+0.5% | Added |
| Vontobel Holding Ltd. | 30,353 | $5.90M | 0.05% | +6,951+29.7% | Added |
| Longbow Finance SA | 30,153 | $5.86M | 0.59% | −2,939−8.9% | Reduced |
| IFM Investors Pty Ltd | 30,088 | $5.85M | 0.06% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 30,005 | $5.84M | 0.85% | +3,995+15.4% | Added |
| Employees Provident Fund Board | 30,000 | $5.83M | 0.10% | 00.0% | Unchanged |
| Brown Advisory Inc | 29,966 | $5.83M | 0.01% | −2,759−8.4% | Reduced |
| Oak Harvest Investment Services | 29,929 | $5.82M | 0.97% | +29,929 | New |
| Greystone Financial Group, LLC | 29,815 | $5.80M | 1.16% | +27,276+1,074.3% | Added |
| AdvisorShares Investments LLC | 29,598 | $5.76M | 0.97% | +10,880+58.1% | Added |
| DnB Asset Management AS | 29,391 | $5.72M | 0.03% | −4,722−13.8% | Reduced |
| Prentiss Smith & Co Inc | 28,945 | $5.63M | 3.96% | −652−2.2% | Reduced |
| Second Half Financial Partners, LLC | 28,856 | $5.61M | 2.50% | +28,856 | New |
| Colonial Trust Advisors | 28,703 | $5.58M | 0.55% | +837+3.0% | Added |
| Van Eck Associates Corp | 28,392 | $5.52M | 0.01% | +3,003+11.8% | Added |
| Appleton Partners Inc | 28,019 | $5.45M | 0.42% | −1,562−5.3% | Reduced |
| Benedict Financial Advisors Inc | 27,536 | $5.36M | 1.36% | +617+2.3% | Added |
| Glenmede Trust Co NA | 27,521 | $5.35M | 0.03% | −103−0.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 27,413 | $5.32M | 0.02% | −615−2.2% | Reduced |
| Scotia Capital Inc. | 27,158 | $5.28M | 0.03% | +16,822+162.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 27,122 | $5.28M | 0.12% | −4,984−15.5% | Reduced |
| Portland Global Advisors LLC | 27,002 | $5.25M | 0.72% | +2,697+11.1% | Added |
| American Trust Investment Advisors, LLC | 26,991 | $5.25M | 2.50% | +367+1.4% | Added |
| Stansberry Asset Management, LLC | 26,696 | $5.19M | 0.70% | +1,690+6.8% | Added |
| Heritage Investors Management Corp | 26,375 | $5.13M | 0.18% | −383−1.4% | Reduced |
| Czech National Bank | 26,372 | $5.13M | 0.07% | +121+0.5% | Added |
| Pacer Advisors, Inc. | 26,183 | $5.09M | 0.01% | −2,378−8.3% | Reduced |
| HGK Asset Management Inc | 26,147 | $5.09M | 0.99% | +7,358+39.2% | Added |
| Terril Brothers, Inc. | 26,086 | $5.07M | 1.75% | +2,348+9.9% | Added |
| Utah Retirement Systems | 25,994 | $5.06M | 0.06% | 00.0% | Unchanged |
| JLB & Associates Inc | 25,222 | $4.91M | 0.65% | +8,727+52.9% | Added |
| Intech Investment Management LLC | 25,149 | $4.89M | 0.07% | −9,122−26.6% | Reduced |
| Central Bank & Trust Co | 25,107 | $4.88M | 0.70% | −2,476−9.0% | Reduced |
| Jefferies Financial Group Inc. | 25,000 | $4.86M | 0.10% | −67,364−72.9% | Reduced |
| Bradley Foster & Sargent Inc | 24,984 | $4.86M | 0.09% | −7,405−22.9% | Reduced |
| InterOcean Capital Group, LLC | 24,954 | $4.85M | 0.12% | +8,556+52.2% | Added |
| Glassy Mountain Advisors, Inc. | 24,953 | $4.85M | 1.83% | +24,953 | New |
| American Trust | 24,651 | $4.79M | 0.44% | +6,337+34.6% | Added |