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 |
|---|---|---|---|---|---|
| Hutner Capital Management Inc | 8,478 | $1.65M | 0.89% | +10.0% | Added |
| Roundview Capital LLC | 8,448 | $1.64M | 0.13% | +2,767+48.7% | Added |
| Merit Financial Group, LLC | 8,298 | $1.64M | 0.04% | +4,438+115.0% | Added |
| Settian Capital LP | 8,400 | $1.63M | 1.21% | 00.0% | Unchanged |
| Huntington National Bank | 8,398 | $1.63M | 0.01% | +27+0.3% | Added |
| Clearbridge Investments, LLC | 8,310 | $1.62M | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 8,264 | $1.61M | 0.02% | −84−1.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 8,172 | $1.59M | 0.20% | +127+1.6% | Added |
| Intact Investment Management Inc. | 8,100 | $1.58M | 0.06% | −8,200−50.3% | Reduced |
| Herold Advisors, Inc. | 8,075 | $1.57M | 0.38% | +1,223+17.8% | Added |
| Inscription Capital, LLC | 8,057 | $1.57M | 0.26% | +125+1.6% | Added |
| Advisors Capital Management, LLC | 8,024 | $1.56M | 0.03% | +8,024 | New |
| J.P. Marvel Investment Advisors, LLC | 8,000 | $1.56M | 0.27% | 00.0% | Unchanged |
| Savant Capital, LLC | 7,991 | $1.55M | 0.02% | +200+2.6% | Added |
| Atlantic Trust, LLC | 7,955 | $1.55M | 0.40% | −490−5.8% | Reduced |
| Apollon Wealth Management, LLC | 7,921 | $1.54M | 0.05% | +249+3.2% | Added |
| Keebeck Wealth Management, LLC | 7,911 | $1.54M | 0.23% | −240−2.9% | Reduced |
| Wellington Wealth Strategies, LLC. | 7,910 | $1.54M | 0.74% | +7,910 | New |
| Kingsview Wealth Management, LLC | 7,900 | $1.54M | 0.04% | −611−7.2% | Reduced |
| Commerce Bank | 7,897 | $1.54M | 0.01% | −405−4.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,842 | $1.53M | 0.65% | −373−4.5% | Reduced |
| Diversified Trust Co | 7,838 | $1.52M | 0.05% | +6,025+332.3% | Added |
| Buckingham Strategic Partners | 7,782 | $1.51M | 0.04% | +7,782 | New |
| Asset Advisors Investment Management, LLC | 7,700 | $1.50M | 0.17% | −400−4.9% | Reduced |
| Hudson Canyon Capital Management | 7,700 | $1.50M | 0.96% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 7,623 | $1.48M | 0.15% | +7,145+1,494.8% | Added |
| CX Institutional | 7,617 | $1.48M | 0.07% | +6,568+626.1% | Added |
| Clear Rock Advisors, LLC | 7,588 | $1.48M | 0.64% | +437+6.1% | Added |
| New Mexico Educational Retirement Board | 7,578 | $1.47M | 0.05% | −100−1.3% | Reduced |
| iA Global Asset Management Inc. | 7,443 | $1.45M | 0.03% | −6,172−45.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 7,412 | $1.44M | 0.03% | −14−0.2% | Reduced |
| OV Management LLC | 7,400 | $1.44M | 1.04% | +1,600+27.6% | Added |
| Gunn & Co Investment Management, Inc. | 7,329 | $1.43M | 1.07% | +7,329 | New |
| WSFS Capital Management, LLC | 256,447 | $1.42M | 0.08% | +249,129+3,404.3% | Added |
| Maven Securities LTD | 7,298 | $1.42M | 0.08% | +7,298 | New |
| Adviser Investments LLC | 7,297 | $1.42M | 0.02% | −358−4.7% | Reduced |
| Arnhold LLC | 7,279 | $1.42M | 0.15% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 7,274 | $1.41M | 0.14% | −57−0.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,210 | $1.40M | 0.02% | +30+0.4% | Added |
| Wealthquest Corp | 7,201 | $1.40M | 0.15% | −263−3.5% | Reduced |
| Burns J W & Co Inc | 7,142 | $1.39M | 0.19% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 7,134 | $1.39M | 0.03% | +4,098+135.0% | Added |
| Ethic Inc. | 7,084 | $1.38M | 0.03% | −821−10.4% | Reduced |
| Griffin Asset Management, Inc. | 7,062 | $1.37M | 0.16% | −136−1.9% | Reduced |
| Groupama Asset Managment | 4,835 | $1.37M | 0.03% | −2,616−35.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,043 | $1.37M | 0.02% | +37+0.5% | Added |
| Wetherby Asset Management Inc | 7,034 | $1.37M | 0.07% | +65+0.9% | Added |
| PFG Advisors | 7,027 | $1.37M | 0.10% | +403+6.1% | Added |
| Commonwealth Retirement Investments LLC | 6,977 | $1.36M | 0.65% | +2,197+46.0% | Added |
| Change Path, LLC | 6,958 | $1.35M | 0.05% | +4,468+179.4% | Added |
| CoreCap Advisors, LLC | 6,916 | $1.35M | 0.07% | −1,100−13.7% | Reduced |
| Tiaa Trust, National Association | 6,915 | $1.34M | 0.00% | −29−0.4% | Reduced |
| Allianz SE | 6,872 | $1.34M | 0.04% | +6,872 | New |
| Allegheny Financial Group LTD | 6,834 | $1.33M | 0.41% | +143+2.1% | Added |
| London Co of Virginia | 6,833 | $1.33M | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,826 | $1.33M | 0.01% | +3,236+90.1% | Added |
| Sequoia Financial Advisors, LLC | 6,801 | $1.32M | 0.02% | −56,124−89.2% | Reduced |
| QRG Capital Management, Inc. | 6,754 | $1.31M | 0.02% | −5−0.1% | Reduced |
| Guardian Asset Advisors, LLC | 6,718 | $1.31M | 1.08% | +928+16.0% | Added |
| Pensionfund Sabic | 6,700 | $1.30M | 0.39% | 00.0% | Unchanged |
| Wedbush Securities Inc | 6,693 | $1.30M | 0.05% | +639+10.6% | Added |
| Walleye Trading LLC | 6,691 | $1.30M | 0.02% | −51,751−88.6% | Reduced |
| Econ Financial Services Corp | 6,678 | $1.30M | 0.81% | +5,007+299.6% | Added |
| Legato Capital Management LLC | 6,661 | $1.30M | 0.16% | 00.0% | Unchanged |
| Financial Counselors Inc | 6,632 | $1.29M | 0.02% | −194−2.8% | Reduced |
| UniSuper Management Pty Ltd | 6,632 | $1.29M | 0.01% | +5,174+354.9% | Added |
| Gouws Capital LLC | 6,600 | $1.28M | 0.97% | −325−4.7% | Reduced |
| DoubleLine ETF Adviser LP | 6,600 | $1.28M | 0.33% | +6,600 | New |
| Meiji Yasuda Asset Management Co Ltd. | 6,569 | $1.28M | 0.05% | −10,731−62.0% | Reduced |
| Integrated Wealth Concepts LLC | 6,546 | $1.27M | 0.02% | −1,538−19.0% | Reduced |
| RB Capital Management, LLC | 6,539 | $1.27M | 0.34% | +45+0.7% | Added |
| Allen Investment Management LLC | 6,520 | $1.27M | 0.02% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 6,502 | $1.26M | 0.03% | −229−3.4% | Reduced |
| Significant Wealth Partners LLC | 6,457 | $1.26M | 0.82% | −2,442−27.4% | Reduced |
| SNS Financial Group, LLC | 6,346 | $1.23M | 0.14% | +190+3.1% | Added |
| Hazlett, Burt & Watson, Inc. | 6,238 | $1.22M | 0.73% | +980+18.6% | Added |
| RMR Capital Management, LLC | 6,238 | $1.21M | 1.21% | +6,238 | New |
| Alps Advisors Inc | 6,225 | $1.21M | 0.01% | +1,806+40.9% | Added |
| Cabot Wealth Management Inc | 6,213 | $1.21M | 0.16% | +335+5.7% | Added |
| Smith, Moore & Co. | 6,197 | $1.21M | 0.13% | −373−5.7% | Reduced |
| Transcend Wealth Collective, LLC | 6,137 | $1.19M | 0.10% | +1,106+22.0% | Added |
| Metropolitan Life Insurance Co | 6,044 | $1.18M | 0.05% | −56−0.9% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 6,025 | $1.17M | 0.75% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,021 | $1.17M | 0.13% | −5,405−47.3% | Reduced |
| Axq Capital, LP | 6,000 | $1.17M | 0.28% | +6,000 | New |
| SlateStone Wealth, LLC | 5,989 | $1.17M | 0.12% | +201+3.5% | Added |
| Philadelphia Trust Co | 5,954 | $1.16M | 0.09% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 5,934 | $1.15M | 0.67% | −28−0.5% | Reduced |
| Stegent Equity Advisors, Inc. | 5,907 | $1.15M | 1.17% | +1,811+44.2% | Added |
| Thrive Capital Management, LLC | 5,898 | $1.15M | 0.61% | +5,898 | New |
| Massachusetts Wealth Management | 5,842 | $1.14M | 0.80% | +50+0.9% | Added |
| Harbour Investments, Inc. | 5,831 | $1.13M | 0.04% | +2,625+81.9% | Added |
| Assetmark, Inc | 5,821 | $1.13M | 0.00% | +922+18.8% | Added |
| NBT Bank N A | 5,806 | $1.13M | 0.08% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5,791 | $1.13M | 0.19% | +969+20.1% | Added |
| Alberta Investment Management Corp | 5,700 | $1.11M | 0.01% | +2,700+90.0% | Added |
| Investment Management Corp of Ontario | 5,680 | $1.10M | 0.03% | −1,100−16.2% | Reduced |
| Exchange Traded Concepts, LLC | 5,675 | $1.10M | 0.03% | +2,104+58.9% | Added |
| Paloma Partners Management Co | 5,652 | $1.10M | 0.16% | +5,652 | New |
| Wunderlich Capital Managemnt | 5,640 | $1.10M | 0.49% | −273−4.6% | Reduced |