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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 5,629 | $1.09M | 0.00% | +826+17.2% | Added |
| Tower Research Capital LLC (TRC) | 5,611 | $1.09M | 0.03% | −12,003−68.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.09M | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 5,590 | $1.09M | 0.56% | +20.0% | Added |
| Intelligent Financial Strategies | 5,552 | $1.08M | 0.67% | −35−0.6% | Reduced |
| Woodmont Investment Counsel LLC | 5,538 | $1.08M | 0.09% | +475+9.4% | Added |
| Allworth Financial LP | 5,431 | $1.06M | 0.01% | +2,772+104.2% | Added |
| Veriti Management LLC | 5,425 | $1.06M | 0.08% | +300+5.9% | Added |
| Private Trust Co NA | 5,403 | $1.05M | 0.11% | +441+8.9% | Added |
| Umb Bank N A | 5,394 | $1.05M | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,389 | $1.05M | 0.18% | +1,252+30.3% | Added |
| Atlantic Union Bankshares Corp | 5,379 | $1.05M | 0.09% | −533−9.0% | Reduced |
| Fort Washington Investment Advisors Inc | 5,379 | $1.05M | 0.01% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 5,372 | $1.04M | 0.13% | +4,297+399.7% | Added |
| Avantax Advisory Services, Inc. | 5,369 | $1.04M | 0.01% | −342−6.0% | Reduced |
| Haverford Trust Co | 5,351 | $1.04M | 0.01% | −14,880−73.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,328 | $1.04M | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,303 | $1.03M | 0.06% | +182+3.6% | Added |
| Advisory Research Inc | 5,299 | $1.03M | 0.20% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 5,255 | $1.02M | 0.40% | +5,255 | New |
| Summit Financial Group Inc | 5,225 | $1.02M | 0.36% | −225−4.1% | Reduced |
| Farther Finance Advisors, LLC | 5,123 | $1.02M | 0.06% | +2,450+91.7% | Added |
| Peterson Wealth Management | 5,200 | $1.01M | 0.73% | +5,200 | New |
| Fox Run Management, L.L.C. | 5,170 | $1.01M | 0.22% | +5,170 | New |
| Park Avenue Securities LLC | 5,167 | $1.00M | 0.01% | +816+18.8% | Added |
| Norinchukin Bank, The | 5,130 | $997.8K | 0.03% | −70−1.3% | Reduced |
| Colony Group, LLC | 5,105 | $993.0K | 0.01% | +2,966+138.7% | Added |
| Cipher Capital LP | 5,096 | $991.2K | 0.46% | −4,690−47.9% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $987.9K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,077 | $987.6K | 0.01% | −1,249−19.7% | Reduced |
| Aaron Wealth Advisors | 5,062 | $984.6K | 0.14% | +98+2.0% | Added |
| Aureus Asset Management, LLC | 5,050 | $982.2K | 0.07% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 5,045 | $981.3K | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 5,031 | $978.5K | 0.05% | +1,671+49.7% | Added |
| Ieq Capital, LLC | 5,028 | $977.9K | 0.01% | +92+1.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,016 | $976.0K | 0.02% | −63,496−92.7% | Reduced |
| JT Stratford LLC | 5,000 | $972.5K | 0.19% | +1,665+49.9% | Added |
| Tempus Wealth Planning, LLC | 5,000 | $972.4K | 0.43% | +84+1.7% | Added |
| Prescott Group Capital Management, L.L.C. | 5,000 | $972.0K | 0.16% | +5,000 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 4,946 | $962.0K | 0.07% | −394−7.4% | Reduced |
| Meyer Handelman Co | 4,800 | $933.6K | 0.03% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,789 | $931.5K | 0.02% | −918−16.1% | Reduced |
| BKD Wealth Advisors, LLC | 4,764 | $926.6K | 0.02% | −28−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,756 | $925.0K | 0.02% | +12+0.3% | Added |
| Intellectus Partners, LLC | 4,753 | $924.4K | 0.24% | +900+23.4% | Added |
| Horizon Investments, LLC | 4,747 | $923.3K | 0.02% | +2,138+81.9% | Added |
| Intrust Bank NA | 4,737 | $921.3K | 0.10% | −47−1.0% | Reduced |
| SRN Advisors, LLC | 4,736 | $921.2K | 0.72% | +216+4.8% | Added |
| Busey Wealth Management | 4,733 | $920.6K | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,724 | $918.8K | 0.01% | +22+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 4,660 | $906.5K | 0.07% | −114−2.4% | Reduced |
| Walleye Capital LLC | 4,654 | $905.2K | 0.01% | +4,654 | New |
| Parallel Advisors, LLC | 4,651 | $904.6K | 0.02% | −339−6.8% | Reduced |
| Fulton Bank, N.A. | 4,595 | $893.7K | 0.04% | −287−5.9% | Reduced |
| Impax Asset Management Group plc | 4,571 | $889.1K | 0.00% | −3,485−43.3% | Reduced |
| Investment Advisory Services Inc | 4,555 | $886.0K | 0.33% | +158+3.6% | Added |
| HighPoint Advisor Group LLC | 4,227 | $886.0K | 0.06% | −19−0.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,540 | $883.0K | 0.27% | +2,209+94.8% | Added |
| Levin Capital Strategies, L.P. | 4,500 | $875.3K | 0.09% | +4,500 | New |
| Knollwood Investment Advisory, LLC | 4,498 | $874.9K | 0.16% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,488 | $872.9K | 0.07% | +1,791+66.4% | Added |
| Marshall Financial Group LLC | 4,477 | $870.7K | 0.25% | +346+8.4% | Added |
| River Wealth Advisors LLC | 4,437 | $863.0K | 0.13% | +2,436+121.7% | Added |
| Scientech Research LLC | 4,406 | $857.0K | 0.45% | −2,418−35.4% | Reduced |
| Gratus Capital LLC | 4,405 | $856.8K | 0.04% | +20+0.5% | Added |
| First Trust Investment Solutions L.P. | 4,389 | $853.7K | 0.15% | +1,101+33.5% | Added |
| RFG Advisory, LLC | 4,387 | $853.2K | 0.03% | +2,724+163.8% | Added |
| Degroof Petercam Asset Management | 4,374 | $850.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 4,358 | $847.6K | 0.22% | 00.0% | Unchanged |
| Inceptionr LLC | 4,348 | $845.7K | 0.22% | +4,348 | New |
| Waterfront Wealth Inc. | 4,529 | $845.6K | 0.24% | +1,154+34.2% | Added |
| Bellecapital International Ltd. | 4,336 | $843.4K | 0.19% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 4,327 | $841.6K | 0.13% | +4,327 | New |
| Independent Wealth Network Inc. | 4,314 | $839.2K | 0.39% | −118−2.7% | Reduced |
| Helios Capital Management Pte. Ltd | 4,300 | $836.4K | 0.59% | 00.0% | Unchanged |
| Proequities, Inc. | 4,289 | $834.2K | 0.05% | +477+12.5% | Added |
| Bartlett & Co. Wealth Management LLC | 4,286 | $833.6K | 0.01% | +263+6.5% | Added |
| Harvey Investment Co LLC | 4,274 | $831.0K | 0.09% | 00.0% | Unchanged |
| Sciencast Management LP | 4,256 | $827.8K | 0.50% | −4,072−48.9% | Reduced |
| Vinva Investment Management Ltd | 4,248 | $826.2K | 0.05% | −237−5.3% | Reduced |
| Verdence Capital Advisors LLC | 4,226 | $821.9K | 0.07% | −10.0% | Reduced |
| Credential Qtrade Securities Inc. | 4,130 | $803.3K | 0.04% | +4,130 | New |
| Midland Wealth Advisors LLC | 4,110 | $799.4K | 0.05% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 4,063 | $790.2K | 0.64% | +4,063 | New |
| Jacobi Capital Management LLC | 4,046 | $787.0K | 0.07% | +417+11.5% | Added |
| Somerset Trust Co | 4,033 | $784.4K | 0.32% | −113−2.7% | Reduced |
| Rakuten Investment Management, Inc. | 4,030 | $783.8K | 0.01% | +3,660+989.2% | Added |
| Forum Financial Management, LP | 4,022 | $782.2K | 0.01% | +28+0.7% | Added |
| BLB&B Advisors, LLC | 4,020 | $781.9K | 0.04% | −100−2.4% | Reduced |
| Waratah Capital Advisors Ltd. | 4,012 | $780.3K | 0.04% | +4,012 | New |
| Formidable Asset Management, LLC | 4,007 | $779.3K | 0.13% | 00.0% | Unchanged |
| Valley Brook Capital Group | 4,006 | $779.2K | 0.62% | +315+8.5% | Added |
| Quantitative Investment Management, LLC | 4,002 | $778.0K | 0.05% | −36,129−90.0% | Reduced |
| Gifford Fong Associates | 4,000 | $778.0K | 0.21% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4,000 | $778.0K | 0.13% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $778.0K | 0.17% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 3,961 | $770.4K | 0.70% | +13+0.3% | Added |
| Legacy Financial Advisors, Inc. | 3,961 | $770.4K | 0.14% | +3,961 | New |
| Wealth Group, Ltd. | 3,956 | $769.0K | 0.58% | +3,956 | New |
| Lincoln National Corp | 3,933 | $764.9K | 0.01% | +83+2.2% | Added |