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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 1,294 | $237.9K | 0.02% | +331+34.4% | Added |
| Drive Wealth Management, LLC | 1,300 | $238.9K | 0.06% | +1,300 | New |
| Ledyard National Bank | 1,303 | $239.5K | 0.02% | −566−30.3% | Reduced |
| Chapin Davis, Inc. | 1,304 | $239.7K | 0.08% | +1,304 | New |
| Colonial River Wealth Management, LLC | 1,305 | $239.9K | 0.13% | −97−6.9% | Reduced |
| MTM Investment Management, LLC | 1,308 | $240.5K | 0.10% | +9+0.7% | Added |
| Beaumont Financial Advisors, LLC | 1,319 | $242.5K | 0.02% | +2+0.2% | Added |
| YHB Investment Advisors, Inc. | 1,320 | $242.7K | 0.02% | +10+0.8% | Added |
| Northcape Wealth Management, LLC | 1,328 | $244.2K | 0.09% | −41−3.0% | Reduced |
| Arkadios Wealth Advisors | 1,331 | $244.8K | 0.02% | +190+16.7% | Added |
| Mogy Joel R Investment Counsel Inc | 1,333 | $245.0K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,298 | $245.3K | 0.02% | +1,298 | New |
| J. W. Coons Advisors, LLC | 1,335 | $245.4K | 0.06% | +1,335 | New |
| Rooted Wealth Advisors, Inc. | 1,274 | $246.0K | 0.11% | +219+20.8% | Added |
| Capstone Triton Financial Group, LLC | 1,346 | $247.4K | 0.17% | +1,346 | New |
| D.B. Root & Company, LLC | 1,348 | $247.8K | 0.08% | +143+11.9% | Added |
| Vicus Capital | 1,350 | $248.2K | 0.02% | −9−0.7% | Reduced |
| Quadrant Capital Group LLC | 1,356 | $249.3K | 0.02% | −301−18.2% | Reduced |
| Massmutual Trust Co FSB | 1,357 | $249.5K | 0.01% | +229+20.3% | Added |
| Garrison Point Advisors, LLC | 1,388 | $255.2K | 0.17% | −290−17.3% | Reduced |
| Vaughan David Investments LLC | 1,394 | $256.0K | 0.01% | −179−11.4% | Reduced |
| Girard Partners Ltd. | 1,394 | $256.3K | 0.02% | +104+8.1% | Added |
| King Luther Capital Management Corp | 1,400 | $257.4K | 0.00% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,400 | $257.4K | 0.08% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 1,401 | $257.5K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,405 | $258.3K | 0.01% | +1,193+562.7% | Added |
| WealthTrust Axiom LLC | 1,410 | $259.2K | 0.09% | +35+2.5% | Added |
| International Private Wealth Advisors LLC | 1,410 | $259.2K | 0.44% | +140+11.0% | Added |
| Headinvest, LLC | 1,425 | $262.0K | 0.05% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,426 | $262.1K | 0.04% | −913−39.0% | Reduced |
| Family Wealth Group, LLC | 1,456 | $267.6K | 0.27% | +19+1.3% | Added |
| Franklin Street Advisors Inc | 1,470 | $270.0K | 0.02% | +1,470 | New |
| Prio Wealth Limited Partnership | 1,470 | $270.2K | 0.01% | −320−17.9% | Reduced |
| Montag A & Associates Inc | 1,475 | $271.1K | 0.01% | 00.0% | Unchanged |
| Berkshire Bank | 1,476 | $271.3K | 0.07% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,438 | $271.6K | 0.07% | −10−0.7% | Reduced |
| Equitable Trust Co | 1,483 | $272.6K | 0.02% | +183+14.1% | Added |
| Nadler Financial Group, Inc. | 1,500 | $275.7K | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,501 | $275.9K | 0.04% | 00.0% | Unchanged |
| LifePro Asset Management | 1,501 | $276.0K | 0.20% | +197+15.1% | Added |
| Beaton Management Co. Inc. | 1,509 | $277.0K | 0.15% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,508 | $277.2K | 0.09% | +8+0.5% | Added |
| iA Global Asset Management Inc. | 1,512 | $278.0K | 0.01% | −5,931−79.7% | Reduced |
| Evercore Wealth Management, LLC | 1,513 | $278.1K | 0.00% | −3−0.2% | Reduced |
| MEMBERS Trust Co | 1,514 | $278.3K | 0.01% | −89−5.6% | Reduced |
| Stokes Family Office, LLC | 1,515 | $278.5K | 0.03% | +118+8.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 1,525 | $280.3K | 0.19% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,525 | $280.4K | 0.11% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 1,527 | $280.8K | 0.11% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,532 | $281.6K | 0.05% | −360−19.0% | Reduced |
| Patriot Investment Management Inc. | 1,543 | $283.6K | 0.02% | −350−18.5% | Reduced |
| MQS Management LLC | 1,544 | $283.8K | 0.17% | +1,544 | New |
| Relyea Zuckerberg Hanson LLC | 1,546 | $284.1K | 0.05% | −259−14.3% | Reduced |
| Pitcairn Co | 1,546 | $284.2K | 0.02% | +230+17.5% | Added |
| Bogart Wealth, LLC | 1,549 | $284.7K | 0.01% | +96+6.6% | Added |
| Beverly Hills Private Wealth, LLC | 1,550 | $285.0K | 0.06% | +4+0.3% | Added |
| SeaCrest Wealth Management, LLC | 1,553 | $285.5K | 0.03% | +1,553 | New |
| Ameritas Investment Partners, Inc. | 1,553 | $285.5K | 0.01% | −113−6.8% | Reduced |
| Advisory Alpha, LLC | 1,554 | $285.8K | 0.01% | +34+2.2% | Added |
| Csenge Advisory Group | 1,555 | $285.9K | 0.02% | −6−0.4% | Reduced |
| Moseley Investment Management Inc | 1,561 | $287.0K | 0.13% | +1,561 | New |
| Letson Investment Management, Inc. | 1,575 | $289.5K | 0.13% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,578 | $290.1K | 0.02% | −957−37.8% | Reduced |
| WCM Investment Management, LLC | 1,580 | $290.2K | 0.00% | +1,580 | New |
| Cigna Investments Inc | 1,583 | $291.0K | 0.05% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,588 | $291.9K | 0.03% | +1,588 | New |
| Sachetta, LLC | 1,508 | $292.5K | 0.13% | −520−25.6% | Reduced |
| Stiles Financial Services Inc | 1,591 | $292.6K | 0.11% | −10−0.6% | Reduced |
| Trust Co of Virginia | 1,593 | $292.8K | 0.03% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,594 | $293.0K | 0.01% | −3,001−65.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 1,596 | $293.4K | 0.02% | −54−3.3% | Reduced |
| Advisors Management Group Inc | 1,600 | $294.0K | 0.07% | −800−33.3% | Reduced |
| B&D White Capital Company, LLC | 1,600 | $294.1K | 0.06% | −2,300−59.0% | Reduced |
| Fiduciary Family Office, LLC | 1,600 | $294.1K | 0.12% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,601 | $294.3K | 0.22% | +469+41.4% | Added |
| Confluence Wealth Services, Inc. | 1,605 | $295.0K | 0.02% | +1,605 | New |
| Kanawha Capital Management LLC | 1,615 | $296.9K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,618 | $297.4K | 0.01% | +1,618 | New |
| ClearAlpha Technologies LP | 1,642 | $301.8K | 0.12% | +1,642 | New |
| First National Advisers, LLC | 1,650 | $303.3K | 0.06% | −1,350−45.0% | Reduced |
| Synovus Financial Corp | 1,663 | $305.7K | 0.00% | +182+12.3% | Added |
| Horan Capital Advisors, LLC. | 1,664 | $305.9K | 0.11% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,673 | $307.5K | 0.01% | +59+3.7% | Added |
| Warren Averett Asset Management, LLC | 1,674 | $307.7K | 0.01% | +76+4.8% | Added |
| Gen-Wealth Partners Inc | 1,676 | $308.0K | 0.15% | +278+19.9% | Added |
| SignalPoint Asset Management, LLC | 1,685 | $309.7K | 0.08% | +51+3.1% | Added |
| Longfellow Investment Management Co LLC | 1,685 | $309.8K | 0.08% | +653+63.3% | Added |
| Wimmer Associates 1, LLC | 1,690 | $310.7K | 0.16% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,700 | $312.5K | 0.10% | +1,700 | New |
| NorthRock Partners, LLC | 1,708 | $313.9K | 0.01% | +335+24.4% | Added |
| Boston Private Wealth LLC | 1,719 | $316.0K | 0.01% | −520−23.2% | Reduced |
| Hartford Financial Management Inc. | 1,725 | $317.1K | 0.07% | +3+0.2% | Added |
| Legacy Advisors, LLC | 1,725 | $317.1K | 0.04% | +11+0.6% | Added |
| Altrius Capital Management Inc | 1,726 | $317.3K | 0.08% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 1,732 | $318.4K | 0.03% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,746 | $321.0K | 0.03% | −136−7.2% | Reduced |
| Outlook Wealth Advisors, LLC | 1,747 | $321.2K | 0.16% | +342+24.3% | Added |
| Encompass More Asset Management | 1,751 | $321.9K | 0.23% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,751 | $322.0K | 0.01% | −17−1.0% | Reduced |
| Cannon Financial Strategists, Inc. | 1,760 | $323.5K | 0.06% | 00.0% | Unchanged |