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, 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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 579 | $106.4K | 0.02% | +23+4.1% | Added |
| City Holding Co | 596 | $109.6K | 0.02% | 00.0% | Unchanged |
| Blackhill Capital Inc | 600 | $110.3K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 619 | $113.8K | 0.01% | +25+4.2% | Added |
| Salem Investment Counselors Inc | 645 | $118.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 647 | $118.9K | 0.00% | +61+10.4% | Added |
| Sentry Investment Management LLC | 652 | $120.0K | 0.05% | −134−17.0% | Reduced |
| Manchester Capital Management LLC | 661 | $121.5K | 0.01% | −12−1.8% | Reduced |
| Deseret Mutual Benefit Administrators | 684 | $125.7K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 686 | $126.0K | 0.01% | −484−41.4% | Reduced |
| Elgethun Capital Management | 686 | $126.1K | 0.03% | +5+0.7% | Added |
| Brown, Lisle/Cummings, Inc. | 688 | $126.5K | 0.04% | +540+364.9% | Added |
| Slocum, Gordon & Co LLP | 693 | $127.4K | 0.09% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 702 | $128.3K | 0.05% | +132+23.2% | Added |
| Adalta Capital Management LLC | 720 | $132.4K | 0.07% | +720 | New |
| Fortis Group Advisors, LLC | 732 | $134.6K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 735 | $135.1K | 0.12% | +735 | New |
| JFS Wealth Advisors, LLC | 739 | $135.9K | 0.01% | −1−0.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 742 | $136.4K | 0.04% | +742 | New |
| Pacific Center for Financial Services | 746 | $137.1K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 762 | $140.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 777 | $143.0K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 782 | $143.8K | 0.05% | +782 | New |
| JNBA Financial Advisors | 832 | $153.0K | 0.02% | +46+5.9% | Added |
| First Foundation Advisors | 855 | $157.2K | 0.01% | −401−31.9% | Reduced |
| Ronald Blue Trust, Inc. | 813 | $158.2K | 0.00% | +182+28.8% | Added |
| Hantz Financial Services, Inc. | 874 | $161.0K | 0.00% | +4+0.5% | Added |
| MV Capital Management, Inc. | 876 | $161.0K | 0.02% | +6+0.7% | Added |
| Independence Bank of Kentucky | 890 | $163.6K | 0.04% | +475+114.5% | Added |
| Centaurus Financial, Inc. | 894 | $164.0K | 0.01% | +20+2.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 900 | $165.0K | 0.07% | +200+28.6% | Added |
| Hills Bank & Trust Co | 909 | $167.1K | 0.01% | −16−1.7% | Reduced |
| Hanson & Doremus Investment Management | 917 | $168.0K | 0.03% | +1+0.1% | Added |
| Bruce G. Allen Investments, LLC | 931 | $171.1K | 0.14% | +122+15.1% | Added |
| Lowe Wealth Advisors, LLC | 934 | $171.6K | 0.08% | +1+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 942 | $173.2K | 0.09% | +942 | New |
| Ransom Advisory, Ltd | 969 | $178.1K | 0.09% | +469+93.8% | Added |
| Sunbelt Securities, Inc. | 984 | $180.9K | 0.02% | +160+19.4% | Added |
| Clean Yield Group | 1,000 | $183.8K | 0.07% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,043 | $191.7K | 0.11% | −140−11.8% | Reduced |
| Advantage Trust Co | 1,050 | $193.0K | 0.14% | +250+31.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,088 | $200.0K | 0.01% | −482−30.7% | Reduced |
| Fidelis Capital Partners, LLC | 1,003 | $200.4K | 0.03% | −247−19.8% | Reduced |
| Alliance Wealth Management Group | 1,100 | $202.2K | 0.06% | 00.0% | Unchanged |
| Towercrest Capital Management | 1,100 | $202.2K | 0.03% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 1,100 | $202.2K | 0.01% | +1,100 | New |
| Congress Park Capital LLC | 1,100 | $202.2K | 0.08% | +1,100 | New |
| Taylor Hoffman Wealth Management | 1,111 | $202.7K | 0.08% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 1,068 | $202.9K | 0.05% | +1,068 | New |
| Avestar Capital, LLC | 1,108 | $203.7K | 0.02% | −980−46.9% | Reduced |
| Secure Asset Management, LLC | 1,108 | $203.7K | 0.04% | +1,108 | New |
| Trust Point Inc. | 1,111 | $204.2K | 0.02% | −192−14.7% | Reduced |
| McAdam, LLC | 1,111 | $204.2K | 0.01% | +1,111 | New |
| Rehmann Capital Advisory Group | 1,111 | $204.4K | 0.01% | −54−4.6% | Reduced |
| Significant Wealth Partners LLC | 1,112 | $204.4K | 0.11% | −5,345−82.8% | Reduced |
| Davy Global Fund Management Ltd | 1,116 | $205.2K | 0.02% | 00.0% | Unchanged |
| NTV Asset Management LLC | 1,117 | $205.3K | 0.03% | +39+3.6% | Added |
| Farmers National Bank | 1,118 | $205.5K | 0.06% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,120 | $205.9K | 0.00% | +1,120 | New |
| W Advisors, LLC | 1,121 | $206.1K | 0.14% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,126 | $207.0K | 0.01% | +139+14.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,129 | $207.5K | 0.02% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,131 | $207.9K | 0.03% | +1,131 | New |
| Baker Tilly Wealth Management, LLC | 1,132 | $208.1K | 0.09% | −1,253−52.5% | Reduced |
| Baader Bank INC | 1,141 | $208.2K | 0.02% | +1,141 | New |
| Conning Inc. | 1,134 | $208.5K | 0.01% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,148 | $211.0K | 0.04% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 1,149 | $211.2K | 0.01% | 00.0% | Unchanged |
| CIC Wealth, LLC | 1,150 | $211.4K | 0.06% | +1,150 | New |
| Abacus Planning Group, Inc. | 1,154 | $212.1K | 0.04% | +1,154 | New |
| McGlone Suttner Wealth Management, Inc. | 1,138 | $212.1K | 0.04% | −248−17.9% | Reduced |
| Checchi Capital Advisers, LLC | 1,155 | $212.3K | 0.02% | −118−9.3% | Reduced |
| Novare Capital Management LLC | 1,160 | $213.2K | 0.02% | +1,160 | New |
| Smith Anglin Financial, LLC | 1,174 | $215.9K | 0.02% | +1+0.1% | Added |
| Madden Securities Corp | 1,176 | $216.2K | 0.10% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,092 | $216.5K | 0.09% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,185 | $217.8K | 0.19% | +1,185 | New |
| Martingale Asset Management L P | 1,189 | $218.6K | 0.00% | −51,086−97.7% | Reduced |
| NewEdge Wealth, LLC | 1,189 | $218.6K | 0.00% | −133−10.1% | Reduced |
| Coastal Investment Advisors, Inc. | 1,196 | $219.8K | 0.04% | −656−35.4% | Reduced |
| Guardian Wealth Advisors, LLC | 1,197 | $220.0K | 0.03% | −3−0.3% | Reduced |
| Ignite Planners, LLC | 1,202 | $221.3K | 0.05% | +22+1.9% | Added |
| Optivise Advisory Services LLC | 1,211 | $222.6K | 0.12% | +1,211 | New |
| Hudson Valley Investment Advisors Inc | 1,164 | $222.8K | 0.03% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 1,215 | $223.3K | 0.09% | +9+0.7% | Added |
| Commonwealth Financial Services, LLC | 1,215 | $224.4K | 0.05% | −58−4.6% | Reduced |
| BCJ Capital Management, LLC | 1,223 | $224.8K | 0.02% | +1,223 | New |
| Thrive Wealth Management, LLC | 1,224 | $225.1K | 0.04% | +1,224 | New |
| Waterloo Capital, L.P. | 1,231 | $226.3K | 0.03% | −10−0.8% | Reduced |
| Spire Wealth Management | 1,237 | $227.3K | 0.01% | −253−17.0% | Reduced |
| Strategic Financial Services, Inc, | 1,244 | $228.7K | 0.01% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 1,248 | $229.3K | 0.06% | +3+0.2% | Added |
| Select Asset Management & Trust | 1,250 | $230.0K | 0.09% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 1,251 | $230.0K | 0.08% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 1,254 | $230.5K | 0.04% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 1,254 | $230.5K | 0.11% | +105+9.1% | Added |
| Aviance Capital Partners, LLC | 1,257 | $231.1K | 0.03% | +7+0.6% | Added |
| Chicago Partners Investment Group LLC | 1,215 | $235.7K | 0.01% | +6+0.5% | Added |
| Baron Wealth Management LLC | 1,284 | $236.0K | 0.12% | +1,284 | New |
| BCGM Wealth Management, LLC | 1,294 | $237.9K | 0.08% | +9+0.7% | Added |