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 29 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 |
|---|---|---|---|---|---|
| West Branch Capital LLC | 108 | $19.9K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 108 | $19.9K | 0.00% | +108 | New |
| Valley National Advisers Inc | 110 | $20.0K | 0.00% | +41+59.4% | Added |
| Burkett Financial Services, LLC | 110 | $20.2K | 0.01% | +1+0.9% | Added |
| Pacific Capital Wealth Advisors, Inc | 112 | $20.6K | 0.00% | +38+51.4% | Added |
| New England Capital Financial Advisors LLC | 118 | $21.6K | 0.01% | +1+0.9% | Added |
| JJJ Advisors Inc. | 118 | $21.7K | 0.00% | −183−60.8% | Reduced |
| Pinnacle Bancorp, Inc. | 125 | $23.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 127 | $23.3K | 0.01% | +1+0.8% | Added |
| PFS Partners, LLC | 130 | $23.9K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 136 | $25.0K | 0.02% | +125+1,136.4% | Added |
| Bangor Savings Bank | 138 | $25.4K | 0.00% | −8−5.5% | Reduced |
| Capital Advisors, Ltd. LLC | 140 | $26.0K | 0.00% | +96+218.2% | Added |
| Quent Capital, LLC | 146 | $26.8K | 0.00% | +50+52.1% | Added |
| Riverview Trust Co | 149 | $27.4K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 150 | $27.6K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 150 | $27.6K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 155 | $28.5K | 0.00% | +55+55.0% | Added |
| Financial Avengers, Inc. | 156 | $28.7K | 0.02% | +1+0.6% | Added |
| Ofi Invest Asset Management | 171 | $29.3K | 0.00% | +171 | New |
| St Germain D J Co Inc | 162 | $29.8K | 0.00% | −158−49.4% | Reduced |
| Rakuten Securities, Inc. | 167 | $30.7K | 0.01% | +63+60.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $31.3K | 0.01% | −230−57.5% | Reduced |
| Crewe Advisors LLC | 180 | $33.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 182 | $33.4K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 191 | $35.1K | 0.01% | −100−34.4% | Reduced |
| Compass Wealth Management LLC | 196 | $36.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $36.8K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $36.8K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $36.8K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 206 | $37.9K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 208 | $38.2K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 208 | $38.2K | 0.02% | +2+1.0% | Added |
| FWL Investment Management, LLC | 220 | $40.4K | 0.02% | +220 | New |
| CNB Bank | 225 | $41.4K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 229 | $42.1K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 240 | $44.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 246 | $45.0K | 0.03% | +92+59.7% | Added |
| AlphaMark Advisors, LLC | 250 | $46.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 251 | $46.2K | 0.00% | +105+71.9% | Added |
| North Star Investment Management Corp. | 256 | $47.0K | 0.00% | −7−2.7% | Reduced |
| Center for Financial Planning, Inc. | 264 | $48.5K | 0.01% | −78−22.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 266 | $48.9K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 269 | $49.5K | 0.03% | +2+0.7% | Added |
| Salomon & Ludwin, LLC | 270 | $49.6K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 275 | $50.5K | 0.02% | +40+17.0% | Added |
| Thompson Investment Management, Inc. | 275 | $50.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 283 | $52.0K | 0.01% | −618−68.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 286 | $52.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 289 | $53.1K | 0.00% | −58−16.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 291 | $53.5K | 0.01% | +2+0.7% | Added |
| Cito Capital Group, LLC | 300 | $55.0K | 0.02% | −2,000−87.0% | Reduced |
| Loomis Sayles & Co L P | 300 | $55.0K | 0.00% | +300 | New |
| GoalVest Advisory LLC | 300 | $55.1K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 300 | $55.1K | 0.02% | +166+123.9% | Added |
| nVerses Capital, LLC | 300 | $55.1K | 0.03% | +300 | New |
| Atlantic Trust, LLC | 302 | $55.5K | 0.01% | −7,653−96.2% | Reduced |
| Delta Asset Management LLC | 310 | $57.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 314 | $57.7K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 314 | $57.8K | 0.01% | +2+0.6% | Added |
| BOK Financial Private Wealth, Inc. | 330 | $60.6K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 346 | $63.6K | 0.04% | +346 | New |
| Carolinas Wealth Consulting LLC | 349 | $64.2K | 0.01% | +2+0.6% | Added |
| Princeton Global Asset Management LLC | 358 | $65.7K | 0.01% | +1+0.3% | Added |
| CVA Family Office, LLC | 374 | $68.8K | 0.01% | +272+266.7% | Added |
| Rosenberg Matthew Hamilton | 378 | $69.0K | 0.02% | −94−19.9% | Reduced |
| Evolution Advisers, Inc. | 379 | $69.0K | 0.04% | +1+0.3% | Added |
| FinTrust Capital Advisors, LLC | 379 | $69.7K | 0.01% | −1,999−84.1% | Reduced |
| Mendota Financial Group, LLC | 382 | $70.2K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 396 | $72.8K | 0.00% | +6+1.5% | Added |
| Estabrook Capital Management | 400 | $73.5K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 400 | $73.5K | 0.05% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 401 | $73.7K | 0.03% | +1+0.3% | Added |
| LGT Financial Advisors LLC | 402 | $73.8K | 0.16% | −601−59.9% | Reduced |
| Chris Bulman Inc | 406 | $74.6K | 0.05% | +406 | New |
| Lindbrook Capital, LLC | 427 | $78.5K | 0.01% | −99−18.8% | Reduced |
| Peoples Financial Services Corp. | 429 | $78.9K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 435 | $79.9K | 0.03% | +32+7.9% | Added |
| New Millennium Group LLC | 444 | $81.6K | 0.05% | +444 | New |
| Family Firm, Inc. | 446 | $82.0K | 0.02% | +446 | New |
| Bellevue Asset Management, LLC | 450 | $82.7K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 450 | $82.7K | 0.02% | +450 | New |
| MCF Advisors LLC | 452 | $83.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 453 | $83.2K | 0.01% | +127+39.0% | Added |
| Wetzel Investment Advisors, Inc. | 430 | $83.6K | 0.05% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 454 | $83.7K | 0.06% | +454 | New |
| Laurel Wealth Advisors LLC | 482 | $88.6K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 493 | $90.7K | 0.01% | +7+1.4% | Added |
| Adirondack Trust Co | 497 | $91.4K | 0.04% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 499 | $91.7K | 0.05% | +499 | New |
| Alta Advisers Ltd | 500 | $91.9K | 0.04% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 500 | $92.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 502 | $92.1K | 0.02% | −39−7.2% | Reduced |
| Hollencrest Capital Management | 505 | $92.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 530 | $97.4K | 0.03% | −50−8.6% | Reduced |
| Centiva Capital, LP | 539 | $99.1K | 0.00% | −8,513−94.0% | Reduced |
| Tyler-Stone Wealth Management | 544 | $100.0K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 548 | $100.7K | 0.01% | −13−2.3% | Reduced |
| BFSG, LLC | 550 | $101.1K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 558 | $102.6K | 0.00% | 00.0% | Unchanged |