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 |
|---|---|---|---|---|---|
| Achmea Investment Management B.V. | 13,843 | $2.69M | 0.05% | −14,723−51.5% | Reduced |
| JustInvest LLC | 13,719 | $2.67M | 0.06% | +126+0.9% | Added |
| Colonial Trust Co | 13,361 | $2.60M | 0.49% | +2,846+27.1% | Added |
| Ossiam | 13,271 | $2.58M | 0.05% | −4,509−25.4% | Reduced |
| Alliance Wealth Advisors, LLC | 13,158 | $2.56M | 0.76% | +13,158 | New |
| Argyle Capital Management Inc. | 13,098 | $2.55M | 0.99% | −750−5.4% | Reduced |
| Suncoast Equity Management | 13,047 | $2.54M | 0.30% | +1,042+8.7% | Added |
| Swiss Life Asset Management Ltd | 13,021 | $2.53M | 0.04% | −11,214−46.3% | Reduced |
| Signet Financial Management, LLC | 12,960 | $2.52M | 0.35% | +4,854+59.9% | Added |
| Oregon Public Employees Retirement Fund | 12,798 | $2.49M | 0.05% | −4,204−24.7% | Reduced |
| Toth Financial Advisory Corp | 12,752 | $2.48M | 0.31% | −31−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 12,666 | $2.46M | 0.06% | +44+0.3% | Added |
| NorthCrest Asset Manangement, LLC | 12,560 | $2.44M | 0.08% | +9,635+329.4% | Added |
| GWM Advisors LLC | 12,547 | $2.44M | 0.02% | −5,332−29.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,081 | $2.44M | 0.02% | +1,181+9.9% | Added |
| Absher Wealth Management, LLC | 12,515 | $2.43M | 0.34% | +1,073+9.4% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 12,500 | $2.43M | 0.57% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 12,472 | $2.43M | 0.03% | +3,052+32.4% | Added |
| Orion Portfolio Solutions, LLC | 12,472 | $2.43M | 0.03% | +3,052+32.4% | Added |
| Elo Mutual Pension Insurance Co | 12,368 | $2.41M | 0.06% | −715−5.5% | Reduced |
| Wolverine Trading, LLC | 12,278 | $2.39M | 0.02% | −46,457−79.1% | Reduced |
| Hohimer Wealth Management, LLC | 12,275 | $2.39M | 0.56% | −60.0% | Reduced |
| Next Level Private LLC | 12,251 | $2.38M | 1.09% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 12,183 | $2.37M | 0.02% | −631−4.9% | Reduced |
| Candriam Luxembourg S.C.A. | 12,160 | $2.37M | 0.02% | +734+6.4% | Added |
| Kempen Capital Management N.V. | 12,158 | $2.36M | 0.03% | −2,055−14.5% | Reduced |
| Gulf International Bank (UK) Ltd | 12,148 | $2.36M | 0.06% | +62+0.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,067 | $2.35M | 0.24% | 00.0% | Unchanged |
| Toroso Investments, LLC | 11,869 | $2.31M | 0.04% | +5,511+86.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 11,600 | $2.26M | 0.04% | −5,880−33.6% | Reduced |
| Wellington Management Group LLP | 11,525 | $2.24M | 0.00% | −7,726−40.1% | Reduced |
| Siemens Fonds Invest GmbH | 11,511 | $2.24M | 0.17% | −67−0.6% | Reduced |
| Auxier Asset Management | 11,510 | $2.24M | 0.34% | +3,300+40.2% | Added |
| Arthur M. Cohen & Associates, LLC | 11,474 | $2.23M | 0.47% | −3,047−21.0% | Reduced |
| Cresset Asset Management, LLC | 11,451 | $2.23M | 0.01% | −704−5.8% | Reduced |
| TrueMark Investments, LLC | 11,401 | $2.22M | 2.03% | +11,401 | New |
| Kentucky Retirement Systems | 11,383 | $2.21M | 0.07% | −609−5.1% | Reduced |
| Rafferty Asset Management, LLC | 11,383 | $2.21M | 0.01% | −238−2.0% | Reduced |
| Virtu Financial LLC | 11,322 | $2.20M | 0.17% | −11,535−50.5% | Reduced |
| Ostrum Asset Management | 11,270 | $2.19M | 0.17% | +4,017+55.4% | Added |
| Empire Financial Management Company, LLC | 11,239 | $2.19M | 0.72% | +8,533+315.3% | Added |
| Stonebridge Capital Advisors LLC | 11,164 | $2.17M | 0.20% | +239+2.2% | Added |
| Oppenheimer Asset Management Inc. | 11,119 | $2.16M | 0.03% | +2,544+29.7% | Added |
| Silvercrest Asset Management Group LLC | 11,118 | $2.16M | 0.01% | +495+4.7% | Added |
| Captrust Financial Advisors | 10,982 | $2.14M | 0.01% | −2,395−17.9% | Reduced |
| Jump Financial, LLC | 10,963 | $2.13M | 0.06% | −3,781−25.6% | Reduced |
| Cornercap Investment Counsel Inc | 10,941 | $2.13M | 0.33% | +1,932+21.4% | Added |
| Maryland State Retirement & Pension System | 11,665 | $2.12M | 0.04% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 10,910 | $2.12M | 0.08% | +162+1.5% | Added |
| Prospera Financial Services Inc | 10,778 | $2.10M | 0.06% | −56−0.5% | Reduced |
| ICW Investment Advisors LLC | 10,582 | $2.06M | 0.92% | +374+3.7% | Added |
| Wallace Capital Management Inc. | 10,575 | $2.06M | 0.28% | +250+2.4% | Added |
| Quantinno Capital Management LP | 10,474 | $2.04M | 0.04% | −340−3.1% | Reduced |
| Boothbay Fund Management, LLC | 10,446 | $2.03M | 0.06% | +2,172+26.3% | Added |
| Greenleaf Trust | 10,275 | $2.00M | 0.02% | +487+5.0% | Added |
| Physicians Financial Services, Inc. | 10,272 | $2.00M | 0.70% | −125−1.2% | Reduced |
| Keybank National Association | 10,256 | $1.99M | 0.01% | +178+1.8% | Added |
| Carnegie Capital Asset Management, LLC | 10,256 | $1.99M | 0.06% | +5,705+125.4% | Added |
| Crossmark Global Holdings, Inc. | 10,248 | $1.99M | 0.04% | −1,074−9.5% | Reduced |
| Moors & Cabot, Inc. | 10,188 | $1.98M | 0.11% | +261+2.6% | Added |
| Wendell David Associates Inc | 10,091 | $1.96M | 0.20% | −109−1.1% | Reduced |
| Insight Wealth Strategies, LLC | 10,075 | $1.96M | 0.29% | +10,075 | New |
| TD Waterhouse Canada Inc. | 9,243 | $1.96M | 0.01% | +5,564+151.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,061 | $1.96M | 0.10% | −3,240−24.4% | Reduced |
| Concurrent Investment Advisors, LLC | 10,011 | $1.95M | 0.08% | +382+4.0% | Added |
| Valeo Financial Advisors, LLC | 10,317 | $1.94M | 0.07% | +4,281+70.9% | Added |
| Leavell Investment Management, Inc. | 9,817 | $1.91M | 0.11% | −20−0.2% | Reduced |
| Aurora Investment Counsel | 9,742 | $1.89M | 1.09% | −92−0.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 9,729 | $1.89M | 1.74% | +9,729 | New |
| Howland Capital Management LLC | 9,723 | $1.89M | 0.09% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,719 | $1.89M | 0.10% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 9,715 | $1.89M | 0.01% | +3,445+54.9% | Added |
| Allspring Global Investments Holdings, LLC | 9,708 | $1.89M | 0.00% | −3,445−26.2% | Reduced |
| Bowen Hanes & Co Inc | 9,700 | $1.89M | 0.05% | +3,650+60.3% | Added |
| Hartford Investment Management Co | 9,677 | $1.88M | 0.07% | −410−4.1% | Reduced |
| Mutual Advisors, LLC | 9,636 | $1.87M | 0.06% | +806+9.1% | Added |
| AlphaStar Capital Management, LLC | 9,631 | $1.87M | 0.19% | +400+4.3% | Added |
| Cim, LLC | 9,592 | $1.87M | 0.28% | +19+0.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 9,500 | $1.85M | 0.02% | +9,500 | New |
| SpiderRock Advisors, LLC | 9,264 | $1.83M | 0.06% | +9,264 | New |
| Buckingham Strategic Wealth, LLC | 9,259 | $1.80M | 0.02% | +1,462+18.8% | Added |
| Stephens Inc | 9,169 | $1.78M | 0.03% | +848+10.2% | Added |
| Brookstone Capital Management | 9,160 | $1.78M | 0.03% | −6,493−41.5% | Reduced |
| Lafayette Investments, Inc. | 9,154 | $1.78M | 0.40% | +77+0.8% | Added |
| Cornerstone Advisors, LLC | 9,100 | $1.77M | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 9,052 | $1.76M | 0.10% | +222+2.5% | Added |
| Mount Lucas Management LP | 8,949 | $1.74M | 0.58% | −670−7.0% | Reduced |
| Castle Rock Wealth Management, LLC | 8,861 | $1.72M | 0.47% | +10.0% | Added |
| CWM, LLC | 8,816 | $1.72M | 0.01% | +131+1.5% | Added |
| Securian Asset Management, Inc | 8,766 | $1.70M | 0.05% | −699−7.4% | Reduced |
| Shelton Capital Management | 8,741 | $1.70M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 8,700 | $1.69M | 0.03% | −400−4.4% | Reduced |
| LCNB Corp | 8,658 | $1.68M | 0.61% | +40+0.5% | Added |
| Westhampton Capital, LLC | 8,657 | $1.68M | 0.92% | 00.0% | Unchanged |
| Credit Agricole S A | 9,105 | $1.68M | 0.03% | +4,864+114.7% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,652 | $1.68M | 1.22% | −99−1.1% | Reduced |
| Lederer & Associates Investment Counsel | 8,588 | $1.67M | 1.16% | +1,121+15.0% | Added |
| Ami Investment Management Inc | 8,577 | $1.67M | 0.61% | +388+4.7% | Added |
| Stock Yards Bank & Trust Co | 8,574 | $1.67M | 0.06% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 8,558 | $1.66M | 1.06% | +8,308+3,323.2% | Added |