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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 24,472 | $4.76M | 0.05% | −749−3.0% | Reduced |
| ProShare Advisors LLC | 24,462 | $4.76M | 0.01% | −505−2.0% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 24,145 | $4.70M | 0.97% | −206−0.8% | Reduced |
| Rodgers Brothers Inc. | 23,929 | $4.65M | 0.64% | +104+0.4% | Added |
| Equitable Holdings, Inc. | 23,920 | $4.65M | 0.05% | +138+0.6% | Added |
| Fiduciary Trust Co | 23,919 | $4.65M | 0.07% | +2,181+10.0% | Added |
| Martin Capital Partners, LLC | 23,510 | $4.57M | 1.75% | +23,510 | New |
| Venture Visionary Partners LLC | 23,078 | $4.49M | 0.21% | +9,389+68.6% | Added |
| Easterly Investment Partners LLC | 23,049 | $4.48M | 0.34% | +23,049 | New |
| Atria Wealth Solutions, Inc. | 23,005 | $4.47M | 0.05% | +2,229+10.7% | Added |
| New York Life Investment Management LLC | 22,663 | $4.41M | 0.04% | −792−3.4% | Reduced |
| MML Investors Services, LLC | 22,651 | $4.41M | 0.02% | +1,489+7.0% | Added |
| Snowden Capital Advisors LLC | 22,572 | $4.39M | 0.14% | +16,092+248.3% | Added |
| Chilton Investment Co LLC | 22,524 | $4.38M | 0.12% | −61,162−73.1% | Reduced |
| Mengis Capital Management, Inc. | 22,430 | $4.36M | 0.67% | −805−3.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,425 | $4.36M | 0.05% | +1,316+6.2% | Added |
| Panagora Asset Management Inc | 22,079 | $4.29M | 0.02% | −13,362−37.7% | Reduced |
| SG Americas Securities, LLC | 22,035 | $4.29M | 0.02% | +15,538+239.2% | Added |
| Yacktman Asset Management LP | 21,950 | $4.27M | 0.04% | +11,750+115.2% | Added |
| Peapack Gladstone Financial Corp | 21,938 | $4.27M | 0.07% | +166+0.8% | Added |
| Rockefeller Capital Management L.P. | 21,943 | $4.27M | 0.01% | +6,791+44.8% | Added |
| Public Employees Retirement Association of Colorado | 21,129 | $4.11M | 0.02% | −476−2.2% | Reduced |
| Ancora Advisors, LLC | 21,059 | $4.10M | 0.09% | +20,653+5,086.9% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $4.08M | 0.95% | +6,300+42.9% | Added |
| Fragasso Group Inc. | 20,938 | $4.07M | 0.34% | +1,483+7.6% | Added |
| CIBC Private Wealth Group, LLC | 20,527 | $4.07M | 0.01% | −42−0.2% | Reduced |
| Donaldson Capital Management, LLC | 20,831 | $4.05M | 0.17% | +2,510+13.7% | Added |
| Advisors Asset Management, Inc. | 20,822 | $4.05M | 0.08% | +3,242+18.4% | Added |
| Wealthfront Advisers LLC | 20,729 | $4.03M | 0.01% | −3,400−14.1% | Reduced |
| DT Investment Partners, LLC | 20,645 | $4.02M | 0.41% | 00.0% | Unchanged |
| ING Groep NV | 20,539 | $3.99M | 0.03% | −39,981−66.1% | Reduced |
| Aviva PLC | 20,508 | $3.99M | 0.01% | −12,028−37.0% | Reduced |
| AMG National Trust Bank | 20,434 | $3.97M | 0.12% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 20,214 | $3.93M | 0.09% | +982+5.1% | Added |
| Parallax Volatility Advisers, L.P. | 20,170 | $3.92M | 0.11% | −31,915−61.3% | Reduced |
| Stratos Wealth Partners, LTD. | 20,024 | $3.89M | 0.06% | +14,300+249.8% | Added |
| Bright Rock Capital Management, LLC | 20,000 | $3.89M | 0.81% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 19,861 | $3.86M | 0.43% | +16,829+555.0% | Added |
| Douglas Lane & Associates, LLC | 19,794 | $3.85M | 0.05% | +18,174+1,121.9% | Added |
| Kennon-Green & Company, LLC | 19,788 | $3.85M | 3.59% | +4,615+30.4% | Added |
| Mutual of America Capital Management LLC | 19,631 | $3.82M | 0.04% | −4,474−18.6% | Reduced |
| Pathstone Holdings, LLC | 19,481 | $3.79M | 0.02% | −118−0.6% | Reduced |
| Mercer Global Advisors Inc | 19,270 | $3.76M | 0.01% | −140−0.7% | Reduced |
| Beacon Pointe Advisors, LLC | 19,215 | $3.74M | 0.04% | −2,571−11.8% | Reduced |
| Prosperity Consulting Group, LLC | 19,095 | $3.71M | 0.47% | +19,095 | New |
| Evexia Wealth LLC | 19,920 | $3.70M | 1.52% | −711−3.4% | Reduced |
| Ironwood Investment Counsel, LLC | 18,721 | $3.64M | 0.64% | +6,215+49.7% | Added |
| Coston, McIsaac & Partners | 18,704 | $3.64M | 1.17% | +1,236+7.1% | Added |
| O'Shaughnessy Asset Management, LLC | 18,584 | $3.61M | 0.04% | +245+1.3% | Added |
| Lighthouse Investment Partners, LLC | 18,350 | $3.57M | 0.21% | +18,350 | New |
| D.A. Davidson & Co. | 18,243 | $3.55M | 0.03% | +4,914+36.9% | Added |
| Occudo Quantitative Strategies LP | 18,228 | $3.55M | 0.62% | +9,149+100.8% | Added |
| Advisory Services Network, LLC | 18,143 | $3.53M | 0.08% | −3,192−15.0% | Reduced |
| Nissay Asset Management Corp | 18,087 | $3.52M | 0.02% | +516+2.9% | Added |
| Financial Advisory Partners, LLC | 18,031 | $3.51M | 1.36% | +18,031 | New |
| British Columbia Investment Management Corp | 17,895 | $3.48M | 0.02% | +646+3.7% | Added |
| Kestra Advisory Services, LLC | 17,851 | $3.47M | 0.02% | −2,800−13.6% | Reduced |
| Bokf, NA | 17,303 | $3.43M | 0.06% | +3,692+27.1% | Added |
| Two Sigma Securities, LLC | 17,619 | $3.43M | 0.17% | +3,439+24.3% | Added |
| Geneos Wealth Management Inc. | 17,555 | $3.41M | 0.16% | +12,706+262.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 17,444 | $3.39M | 0.83% | +6,914+65.7% | Added |
| Robeco Institutional Asset Management B.V. | 17,359 | $3.38M | 0.01% | −348,848−95.3% | Reduced |
| Alaska Permanent Fund Corp | 17,294 | $3.36M | 0.05% | +120+0.7% | Added |
| Culbertson A N & Co Inc | 17,192 | $3.34M | 0.58% | −45−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 17,100 | $3.33M | 0.07% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 17,075 | $3.32M | 0.34% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 16,997 | $3.31M | 0.32% | +1,164+7.4% | Added |
| Gotham Asset Management, LLC | 16,846 | $3.28M | 0.05% | −3,651−17.8% | Reduced |
| 1832 Asset Management L.P. | 16,748 | $3.26M | 0.01% | +503+3.1% | Added |
| NBC Securities, Inc. | 16,636 | $3.23M | 0.30% | +11,365+215.6% | Added |
| Mitchell Capital Management Co | 16,215 | $3.15M | 0.61% | +16,215 | New |
| Andra AP-fonden | 16,100 | $3.13M | 0.06% | +16,100 | New |
| Poehling Capital Management, LLC | 16,062 | $3.12M | 0.84% | +1,504+10.3% | Added |
| Fluent Financial, LLC | 15,996 | $3.11M | 1.72% | +15,996 | New |
| Value Partners Investments Inc. | 15,967 | $3.10M | 0.25% | +158+1.0% | Added |
| Carret Asset Management, LLC | 15,800 | $3.07M | 0.36% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 15,753 | $3.06M | 0.03% | +584+3.8% | Added |
| Pittenger & Anderson Inc | 15,734 | $3.06M | 0.12% | +629+4.2% | Added |
| Eukles Asset Management | 15,624 | $3.04M | 1.32% | +682+4.6% | Added |
| Daiwa Securities Group Inc. | 15,583 | $3.03M | 0.02% | +357+2.3% | Added |
| Lazard Asset Management LLC | 15,525 | $3.02M | 0.00% | −74,573−82.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,318 | $2.98M | 0.00% | +346+2.3% | Added |
| Bridges Investment Management Inc | 15,001 | $2.92M | 0.09% | +5,611+59.8% | Added |
| Mount Yale Investment Advisors, LLC | 14,974 | $2.91M | 0.22% | +13,567+964.3% | Added |
| Bath Savings Trust Co | 14,955 | $2.91M | 0.31% | −3,647−19.6% | Reduced |
| Hamel Associates, Inc. | 14,922 | $2.90M | 0.93% | +1,090+7.9% | Added |
| Liberty One Investment Management, LLC | 14,891 | $2.90M | 0.33% | +2,106+16.5% | Added |
| Landscape Capital Management, L.L.C. | 14,887 | $2.90M | 0.25% | +14,887 | New |
| Summit Place Financial Advisors, LLC | 14,811 | $2.88M | 1.69% | +1,155+8.5% | Added |
| Central Trust Co | 14,784 | $2.88M | 0.07% | −467−3.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 14,718 | $2.86M | 0.20% | +14,718 | New |
| Strategic Global Advisors, LLC | 14,655 | $2.85M | 0.62% | −12,707−46.4% | Reduced |
| Axxcess Wealth Management, LLC | 14,573 | $2.83M | 0.08% | −4,110−22.0% | Reduced |
| Hennessy Advisors Inc | 14,500 | $2.82M | 0.12% | +14,500 | New |
| Neuberger Berman Group LLC | 14,394 | $2.80M | 0.00% | +8,409+140.5% | Added |
| Thrivent Financial for Lutherans | 14,212 | $2.77M | 0.01% | −19,773−58.2% | Reduced |
| McRae Capital Management Inc | 14,164 | $2.75M | 0.60% | +4,465+46.0% | Added |
| Macquarie Group Ltd | 14,094 | $2.74M | 0.00% | −85−0.6% | Reduced |
| Chesley Taft & Associates LLC | 14,079 | $2.74M | 0.14% | −50.0% | Reduced |
| Azimuth Capital Investment Management LLC | 13,855 | $2.69M | 0.11% | +6,405+86.0% | Added |