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, Q2 2024
Institutional positions in Hershey Co as of Jun 30, 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
- 1,384
- +40 vs. Q1 2024
- Shares held
- 117.5M
- +1.22M (+1.1%) vs. Q1 2024
- Total value
- $21.6B
- −$958.6M (−4.3%) vs. Q1 2024
- New holders
- 156
- 558 more added
- Sold out
- 116
- 433 more reduced
18 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pacific Global Investment Management CO | 10,226 | $1.88M | 0.36% | +10,226 | New |
| Citizens Financial Group Inc | 10,231 | $1.88M | 0.04% | −20,554−66.8% | Reduced |
| AlphaStar Capital Management, LLC | 10,233 | $1.88M | 0.17% | +602+6.3% | Added |
| Concurrent Investment Advisors, LLC | 10,433 | $1.92M | 0.06% | +422+4.2% | Added |
| CWM, LLC | 10,446 | $1.92M | 0.01% | +1,630+18.5% | Added |
| Ostrum Asset Management | 10,457 | $1.92M | 0.17% | −813−7.2% | Reduced |
| ICW Investment Advisors LLC | 10,489 | $1.93M | 0.88% | −93−0.9% | Reduced |
| Wallace Capital Management Inc. | 10,525 | $1.93M | 0.28% | −50−0.5% | Reduced |
| Ami Investment Management Inc | 10,557 | $1.94M | 0.68% | +1,980+23.1% | Added |
| Physicians Financial Services, Inc. | 10,576 | $1.94M | 0.63% | +304+3.0% | Added |
| MBB Public Markets I LLC | 10,635 | $1.96M | 0.04% | +10,635 | New |
| Harel Insurance Investments & Financial Services Ltd. | 10,650 | $1.96M | 0.04% | −950−8.2% | Reduced |
| Insight Wealth Strategies, LLC | 10,670 | $1.96M | 0.28% | +595+5.9% | Added |
| Cim, LLC | 10,247 | $2.03M | 0.31% | +655+6.8% | Added |
| Keybank National Association | 11,071 | $2.04M | 0.01% | +815+7.9% | Added |
| Auxier Asset Management | 11,110 | $2.04M | 0.32% | −400−3.5% | Reduced |
| Kentucky Retirement Systems | 11,124 | $2.04M | 0.06% | −259−2.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,220 | $2.06M | 0.02% | +11,220 | New |
| UniSuper Management Pty Ltd | 11,223 | $2.06M | 0.02% | +4,591+69.2% | Added |
| Metis Global Partners, LLC | 11,228 | $2.06M | 0.07% | +318+2.9% | Added |
| Knollwood Investment Advisory, LLC | 11,268 | $2.07M | 0.23% | +6,770+150.5% | Added |
| Oppenheimer Asset Management Inc. | 11,320 | $2.08M | 0.03% | +201+1.8% | Added |
| Empire Financial Management Company, LLC | 11,353 | $2.09M | 0.69% | +114+1.0% | Added |
| Connors Investor Services Inc | 11,370 | $2.09M | 0.22% | +10,000+729.9% | Added |
| Mizuho Securities USA LLC | 11,386 | $2.09M | 0.05% | +11,386 | New |
| Stonebridge Capital Advisors LLC | 11,412 | $2.10M | 0.18% | +248+2.2% | Added |
| Candriam Luxembourg S.C.A. | 11,472 | $2.11M | 0.01% | −688−5.7% | Reduced |
| Prospera Financial Services Inc | 11,471 | $2.11M | 0.06% | +693+6.4% | Added |
| Paloma Partners Management Co | 11,506 | $2.12M | 0.18% | +5,854+103.6% | Added |
| Siemens Fonds Invest GmbH | 11,511 | $2.12M | 0.16% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 11,582 | $2.13M | 0.07% | +1,265+12.3% | Added |
| R.H. Dinel Investment Counsel, Inc. | 11,590 | $2.13M | 1.36% | +5,565+92.4% | Added |
| Maryland State Retirement & Pension System | 11,665 | $2.14M | 0.04% | 00.0% | Unchanged |
| Eliot Finkel Investment Counsel, LLC | 11,775 | $2.16M | 1.43% | +11,775 | New |
| Natixis | 11,810 | $2.17M | 0.01% | +11,810 | New |
| Teachers Retirement System of the State of Kentucky | 11,813 | $2.17M | 0.02% | −370−3.0% | Reduced |
| Palisade Asset Management, LLC | 11,825 | $2.17M | 0.22% | +11,775+23,550.0% | Added |
| Rafferty Asset Management, LLC | 11,857 | $2.18M | 0.01% | +474+4.2% | Added |
| ING Groep NV | 11,909 | $2.19M | 0.01% | −8,630−42.0% | Reduced |
| Moors & Cabot, Inc. | 12,092 | $2.22M | 0.12% | +1,904+18.7% | Added |
| Gulf International Bank (UK) Ltd | 12,148 | $2.23M | 0.06% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 12,214 | $2.25M | 0.29% | −538−4.2% | Reduced |
| Regency Capital Management Inc. | 12,217 | $2.25M | 1.45% | +12,217 | New |
| Next Level Private LLC | 12,251 | $2.25M | 1.03% | 00.0% | Unchanged |
| Bath Savings Trust Co | 12,259 | $2.25M | 0.24% | −2,696−18.0% | Reduced |
| Panagora Asset Management Inc | 12,485 | $2.30M | 0.01% | −9,594−43.5% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 12,500 | $2.30M | 0.52% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 12,658 | $2.33M | 0.05% | −140−1.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 12,722 | $2.34M | 0.08% | +162+1.3% | Added |
| Greenleaf Trust | 12,767 | $2.35M | 0.02% | +2,492+24.3% | Added |
| Carnegie Capital Asset Management, LLC | 12,895 | $2.37M | 0.07% | +2,639+25.7% | Added |
| Argyle Capital Management Inc. | 12,898 | $2.37M | 0.98% | −200−1.5% | Reduced |
| Prosperity Consulting Group, LLC | 12,917 | $2.37M | 0.32% | −6,178−32.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,990 | $2.39M | 0.01% | +3,275+33.7% | Added |
| Signet Financial Management, LLC | 12,998 | $2.39M | 0.32% | +38+0.3% | Added |
| Robeco Institutional Asset Management B.V. | 13,015 | $2.39M | 0.01% | −4,344−25.0% | Reduced |
| Captrust Financial Advisors | 13,079 | $2.40M | 0.01% | +2,097+19.1% | Added |
| Bragg Financial Advisors, Inc | 13,260 | $2.44M | 0.11% | +10,378+360.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 13,519 | $2.49M | 0.25% | −1,199−8.1% | Reduced |
| Alliance Wealth Advisors, LLC | 13,594 | $2.50M | 0.73% | +436+3.3% | Added |
| Chesley Taft & Associates LLC | 13,884 | $2.55M | 0.13% | −195−1.4% | Reduced |
| 1832 Asset Management L.P. | 13,922 | $2.56M | 0.00% | −2,826−16.9% | Reduced |
| Lazard Asset Management LLC | 14,019 | $2.58M | 0.00% | −1,506−9.7% | Reduced |
| Elo Mutual Pension Insurance Co | 14,024 | $2.58M | 0.06% | +1,656+13.4% | Added |
| Griffin Asset Management, Inc. | 14,078 | $2.59M | 0.30% | +7,016+99.3% | Added |
| Steward Partners Investment Advisory, LLC | 14,125 | $2.60M | 0.03% | −1,628−10.3% | Reduced |
| Central Trust Co | 14,130 | $2.60M | 0.06% | −654−4.4% | Reduced |
| Hennessy Advisors Inc | 14,200 | $2.61M | 0.10% | −300−2.1% | Reduced |
| First Manhattan Co | 14,231 | $2.62M | 0.01% | +10,874+323.9% | Added |
| Azimuth Capital Investment Management LLC | 14,255 | $2.62M | 0.11% | +400+2.9% | Added |
| Man Group plc | 14,280 | $2.63M | 0.01% | −36,619−71.9% | Reduced |
| Umb Bank N A | 14,390 | $2.65M | 0.04% | +8,996+166.8% | Added |
| Mount Yale Investment Advisors, LLC | 14,573 | $2.68M | 0.21% | −401−2.7% | Reduced |
| Legacy Wealth Management, LLC | 14,590 | $2.68M | 1.13% | +14,590 | New |
| Gotham Asset Management, LLC | 14,793 | $2.72M | 0.04% | −2,053−12.2% | Reduced |
| Virginia Wealth Management Group, Inc. | 14,869 | $2.73M | 2.24% | +14,869 | New |
| Strategic Global Advisors, LLC | 14,992 | $2.76M | 0.58% | +337+2.3% | Added |
| Kestra Private Wealth Services, LLC | 15,044 | $2.77M | 0.06% | +2,378+18.8% | Added |
| JustInvest LLC | 15,305 | $2.78M | 0.05% | +1,586+11.6% | Added |
| Summit Place Financial Advisors, LLC | 15,114 | $2.78M | 1.64% | +303+2.0% | Added |
| Mediolanum International Funds Ltd | 16,229 | $2.78M | 0.05% | +16,229 | New |
| Value Partners Investments Inc. | 15,494 | $2.85M | 0.25% | −473−3.0% | Reduced |
| Bank of Nova Scotia | 15,516 | $2.85M | 0.01% | −51,035−76.7% | Reduced |
| Colonial Trust Co | 15,524 | $2.85M | 0.50% | +2,163+16.2% | Added |
| Concorde Financial Corp | 15,630 | $2.87M | 1.89% | +12,840+460.2% | Added |
| Pittenger & Anderson Inc | 15,640 | $2.88M | 0.12% | −94−0.6% | Reduced |
| Neo Ivy Capital Management | 15,716 | $2.89M | 0.57% | +15,716 | New |
| Eukles Asset Management | 15,741 | $2.89M | 1.25% | +117+0.7% | Added |
| Rockefeller Capital Management L.P. | 15,911 | $2.93M | 0.01% | −6,032−27.5% | Reduced |
| Ossiam | 15,943 | $2.93M | 0.06% | +2,672+20.1% | Added |
| Avantax Advisory Services, Inc. | 16,000 | $2.94M | 0.02% | +10,631+198.0% | Added |
| Dana Investment Advisors, Inc. | 16,085 | $2.96M | 0.10% | +12,247+319.1% | Added |
| Achmea Investment Management B.V. | 16,145 | $2.97M | 0.05% | +2,302+16.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,716 | $2.99M | 0.03% | +2,635+20.1% | Added |
| Daiwa Securities Group Inc. | 16,250 | $2.99M | 0.02% | +667+4.3% | Added |
| CIBC Private Wealth Group, LLC | 16,415 | $3.03M | 0.01% | −4,112−20.0% | Reduced |
| Quinn Opportunity Partners LLC | 16,600 | $3.05M | 0.35% | −18,721−53.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 16,646 | $3.06M | 0.00% | +1,328+8.7% | Added |
| Axxcess Wealth Management, LLC | 16,740 | $3.08M | 0.08% | +2,167+14.9% | Added |
| Cape Cod Five Cents Savings Bank | 16,899 | $3.11M | 0.30% | −98−0.6% | Reduced |