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 |
|---|---|---|---|---|---|
| Trail Ridge Investment Advisors, LLC | 3,923 | $763.0K | 0.43% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,916 | $761.7K | 0.14% | +3,916 | New |
| Field & Main Bank | 3,907 | $759.9K | 0.30% | −356−8.4% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 3,905 | $759.5K | 0.30% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 3,900 | $758.5K | 0.17% | +3,900 | New |
| Dillon & Associates Inc | 3,898 | $756.0K | 0.12% | +441+12.8% | Added |
| Raymond James Trust N.A. | 3,872 | $753.1K | 0.02% | +230+6.3% | Added |
| Sound View Wealth Advisors Group, LLC | 3,860 | $750.7K | 0.08% | +199+5.4% | Added |
| Ritholtz Wealth Management | 3,859 | $750.6K | 0.03% | +143+3.8% | Added |
| Aptus Capital Advisors, LLC | 3,858 | $750.4K | 0.02% | +270+7.5% | Added |
| Los Angeles Capital Management LLC | 3,858 | $750.4K | 0.00% | −19,560−83.5% | Reduced |
| Farmers Trust Co | 3,851 | $749.0K | 0.15% | +287+8.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,850 | $748.6K | 0.06% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,838 | $746.5K | 0.02% | +1,752+84.0% | Added |
| Northstar Asset Management LLC | 3,800 | $739.1K | 0.18% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,780 | $735.2K | 0.07% | +75+2.0% | Added |
| First Command Advisory Services, Inc. | 3,777 | $734.6K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Group | 3,765 | $732.3K | 0.09% | +2,263+150.7% | Added |
| Pinnacle Financial Partners Inc | 3,759 | $731.1K | 0.02% | −123−3.2% | Reduced |
| Leonteq Securities AG | 3,751 | $729.6K | 0.10% | +346+10.2% | Added |
| Fairbanks Capital Management, Inc. | 3,704 | $720.4K | 0.50% | +3,704 | New |
| Diligent Investors, LLC | 3,697 | $719.1K | 0.18% | +2+0.1% | Added |
| HM Payson & Co | 3,687 | $717.1K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,680 | $715.8K | 0.17% | +2,612+244.6% | Added |
| Dorsey & Whitney Trust CO LLC | 3,676 | $715.0K | 0.05% | +876+31.3% | Added |
| Capstone Investment Advisors, LLC | 3,674 | $714.6K | 0.01% | −5,557−60.2% | Reduced |
| Unigestion Holding SA | 3,660 | $711.9K | 0.03% | +467+14.6% | Added |
| IHT Wealth Management, LLC | 3,641 | $708.2K | 0.03% | +582+19.0% | Added |
| Sumitomo Life Insurance Co | 3,625 | $705.1K | 0.02% | −91−2.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,624 | $704.8K | 0.02% | −27−0.7% | Reduced |
| Balentine LLC | 3,621 | $704.3K | 0.02% | +331+10.1% | Added |
| Glenview Trust Co | 3,611 | $702.3K | 0.02% | +16+0.4% | Added |
| Cassaday & Co Wealth Management LLC | 3,606 | $701.4K | 0.02% | +33+0.9% | Added |
| Sigma Planning Corp | 3,603 | $700.9K | 0.02% | +1,781+97.7% | Added |
| First Hawaiian Bank | 3,600 | $700.2K | 0.02% | +644+21.8% | Added |
| Morningstar Investment Management LLC | 3,594 | $699.0K | 0.08% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 3,587 | $697.6K | 0.29% | +321+9.8% | Added |
| AE Wealth Management LLC | 3,582 | $696.8K | 0.01% | −6,670−65.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,578 | $695.9K | 0.04% | −14−0.4% | Reduced |
| Grandview Asset Management LLC | 3,562 | $693.0K | 0.31% | +101+2.9% | Added |
| Money Concepts Capital Corp | 3,557 | $691.9K | 0.06% | +193+5.7% | Added |
| West Family Investments, Inc. | 3,553 | $691.1K | 0.21% | +130+3.8% | Added |
| CWA Asset Management Group, LLC | 3,531 | $686.8K | 0.04% | +372+11.8% | Added |
| Benchmark Investment Advisors LLC | 3,500 | $680.8K | 0.54% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 3,493 | $679.4K | 0.29% | +3,493 | New |
| Klingman & Associates, LLC | 3,491 | $679.0K | 0.05% | −2−0.1% | Reduced |
| Ade, LLC | 3,420 | $665.2K | 0.45% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 3,401 | $661.5K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 3,357 | $658.2K | 0.00% | −1,132−25.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 3,366 | $654.7K | 0.26% | +3,366 | New |
| Signaturefd, LLC | 3,351 | $651.8K | 0.01% | +711+26.9% | Added |
| Donoghue Forlines LLC | 3,350 | $651.6K | 0.19% | +111+3.4% | Added |
| Napatree Capital LLC | 3,349 | $649.4K | 0.63% | −161−4.6% | Reduced |
| Public Sector Pension Investment Board | 3,330 | $647.7K | 0.00% | −100−2.9% | Reduced |
| World Equity Group, Inc. | 3,321 | $645.9K | 0.13% | −943−22.1% | Reduced |
| HBK Sorce Advisory LLC | 3,316 | $644.9K | 0.02% | +6+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 3,310 | $643.7K | 0.01% | +670+25.4% | Added |
| Tarbox Family Office, Inc. | 3,309 | $643.7K | 0.11% | +1,156+53.7% | Added |
| Heritage Wealth Management, LLC | 3,296 | $641.1K | 0.33% | −62−1.8% | Reduced |
| Silverlake Wealth Management LLC | 3,270 | $636.0K | 0.32% | −5−0.2% | Reduced |
| Syon Capital LLC | 3,266 | $635.3K | 0.06% | +229+7.5% | Added |
| RMB Capital Management, LLC | 3,253 | $632.7K | 0.01% | −10.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,250 | $632.1K | 0.15% | 00.0% | Unchanged |
| First National Trust Co | 3,247 | $631.5K | 0.03% | −12−0.4% | Reduced |
| EP Wealth Advisors, LLC | 3,233 | $628.8K | 0.01% | +307+10.5% | Added |
| America First Investment Advisors, LLC | 3,217 | $625.7K | 0.15% | −358−10.0% | Reduced |
| Retirement Guys Formula LLC | 3,212 | $624.6K | 0.30% | +3,212 | New |
| Spears Abacus Advisors LLC | 3,180 | $618.5K | 0.01% | −12,431−79.6% | Reduced |
| Grey Street Capital, LLC | 3,170 | $616.6K | 0.08% | +3,170 | New |
| Sandy Spring Bank | 3,147 | $612.1K | 0.03% | +152+5.1% | Added |
| Keeler Thomas Management LLC | 3,135 | $609.8K | 0.21% | −82−2.5% | Reduced |
| Fernwood Investment Management, LLC | 3,125 | $607.8K | 0.18% | −125−3.8% | Reduced |
| M&R Capital Management Inc | 3,109 | $604.2K | 0.15% | +4+0.1% | Added |
| Oakworth Capital, Inc. | 3,076 | $598.3K | 0.05% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 3,054 | $593.9K | 0.21% | −40−1.3% | Reduced |
| Jones Financial Companies LLLP | 3,044 | $592.1K | 0.00% | +1,849+154.7% | Added |
| Univest Financial Corp | 3,027 | $588.8K | 0.17% | −5−0.2% | Reduced |
| NEOS Investment Management LLC | 3,027 | $588.8K | 0.04% | +906+42.7% | Added |
| Argent Trust Co | 3,022 | $587.8K | 0.03% | +294+10.8% | Added |
| WBH Advisory Inc | 3,019 | $587.2K | 0.06% | −302−9.1% | Reduced |
| First National Advisers, LLC | 3,000 | $583.5K | 0.13% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,998 | $583.0K | 0.13% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,990 | $582.0K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,989 | $581.3K | 0.04% | +239+8.7% | Added |
| Stableford Capital II LLC | 2,965 | $576.7K | 0.23% | +2,965 | New |
| Burford Brothers, Inc. | 2,944 | $572.6K | 0.38% | −319−9.8% | Reduced |
| First National Bank of Hutchinson | 2,934 | $570.7K | 0.38% | +2,934 | New |
| Hardman Johnston Global Advisors LLC | 2,900 | $564.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,889 | $561.9K | 0.03% | +2,415+509.5% | Added |
| Bragg Financial Advisors, Inc | 2,882 | $560.5K | 0.03% | +199+7.4% | Added |
| Cassia Capital Partners, LLC | 2,873 | $558.8K | 0.37% | +1,030+55.9% | Added |
| Moloney Securities Asset Management, LLC | 2,855 | $555.3K | 0.08% | +1,120+64.6% | Added |
| Robertson Stephens Wealth Management, LLC | 2,842 | $552.9K | 0.03% | −9,356−76.7% | Reduced |
| Resources Investment Advisors, LLC. | 2,838 | $552.0K | 0.01% | +275+10.7% | Added |
| Nicholas Hoffman & Company, LLC. | 2,823 | $549.0K | 0.03% | +255+9.9% | Added |
| United Capital Financial Advisers, LLC | 2,817 | $547.9K | 0.00% | −223−7.3% | Reduced |
| Concorde Financial Corp | 2,790 | $542.7K | 0.49% | −9,342−77.0% | Reduced |
| Silver Coast Investments LLC | 2,790 | $542.7K | 0.22% | +432+18.3% | Added |
| Principal Securities, Inc. | 2,773 | $539.3K | 0.02% | +679+32.4% | Added |
| First American Trust, FSB | 2,770 | $538.8K | 0.06% | 00.0% | Unchanged |