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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 1,761 | $323.7K | 0.01% | −43−2.4% | Reduced |
| Studio Investment Management LLC | 1,763 | $324.1K | 0.07% | −78−4.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,765 | $324.5K | 0.17% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,766 | $324.6K | 0.02% | +269+18.0% | Added |
| Monterey Private Wealth, Inc. | 1,775 | $326.3K | 0.12% | +3+0.2% | Added |
| Pinnacle West Asset Management, Inc. | 1,780 | $327.0K | 0.25% | +95+5.6% | Added |
| New Century Financial Group, LLC | 1,783 | $327.8K | 0.14% | −464−20.6% | Reduced |
| Westpac Banking Corp | 1,786 | $328.3K | 0.03% | +255+16.7% | Added |
| Sanchez Wealth Management Group | 1,799 | $330.7K | 0.11% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 1,800 | $331.0K | 0.31% | +300+20.0% | Added |
| Symmetry Partners, LLC | 1,806 | $332.0K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,819 | $334.4K | 0.05% | +832+84.3% | Added |
| Astoria Portfolio Advisors LLC. | 1,822 | $334.9K | 0.12% | +168+10.2% | Added |
| Joel Isaacson & Co., LLC | 1,829 | $336.3K | 0.02% | +102+5.9% | Added |
| Occidental Asset Management, LLC | 1,833 | $337.0K | 0.06% | −92−4.8% | Reduced |
| Wintrust Investments LLC | 1,835 | $337.0K | 0.03% | +57+3.2% | Added |
| Perigon Wealth Management, LLC | 1,834 | $337.1K | 0.01% | +137+8.1% | Added |
| Mather Group, LLC. | 1,743 | $339.1K | 0.00% | +779+80.8% | Added |
| Bridge Creek Capital Management LLC | 1,845 | $339.2K | 0.11% | +785+74.1% | Added |
| Benjamin Edwards Inc | 1,849 | $340.0K | 0.07% | −520−22.0% | Reduced |
| Arete Wealth Advisors, LLC | 1,853 | $340.0K | 0.03% | +1,853 | New |
| Sippican Capital Advisors | 1,850 | $340.1K | 0.27% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,850 | $340.1K | 0.12% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,861 | $342.2K | 0.14% | −1,409−43.1% | Reduced |
| Iowa State Bank | 1,864 | $342.7K | 0.08% | −97−4.9% | Reduced |
| Principle Wealth Partners LLC | 1,869 | $343.6K | 0.03% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,872 | $344.1K | 0.06% | −280−13.0% | Reduced |
| WR Wealth Planners, LLC | 1,873 | $344.3K | 0.11% | +7+0.4% | Added |
| Hall Capital Management Co Inc | 1,875 | $344.7K | 0.16% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,877 | $345.0K | 0.03% | +311+19.9% | Added |
| Walleye Capital LLC | 1,880 | $345.6K | 0.00% | −2,774−59.6% | Reduced |
| Traphagen Investment Advisors LLC | 1,884 | $346.3K | 0.04% | −34−1.8% | Reduced |
| Grandfield & Dodd, LLC | 1,897 | $348.9K | 0.02% | 00.0% | Unchanged |
| Simmons Bank | 1,902 | $349.6K | 0.03% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,902 | $349.6K | 0.05% | 00.0% | Unchanged |
| Sapient Capital LLC | 1,902 | $349.6K | 0.01% | +12+0.6% | Added |
| Laffer Tengler Investments | 1,903 | $349.8K | 0.08% | +1,658+676.7% | Added |
| Crestwood Advisors Group LLC | 1,911 | $351.3K | 0.01% | +36+1.9% | Added |
| MN Wealth Advisors, LLC | 1,912 | $351.6K | 0.20% | +122+6.8% | Added |
| First National Bank & Trust Co of Newtown | 1,916 | $352.2K | 0.07% | +300+18.6% | Added |
| Bleakley Financial Group, LLC | 1,919 | $352.8K | 0.01% | −47−2.4% | Reduced |
| Tradewinds, LLC. | 1,925 | $353.9K | 0.11% | +1,925 | New |
| Barr E S & Co | 1,936 | $355.9K | 0.02% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,936 | $356.0K | 0.07% | −93−4.6% | Reduced |
| Heartland Bank & Trust Co | 1,946 | $357.7K | 0.20% | +82+4.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,950 | $358.5K | 0.25% | +1,950 | New |
| Pavion Blue Capital, LLC | 1,952 | $358.8K | 0.18% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 1,965 | $361.2K | 0.17% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,975 | $363.1K | 0.04% | −1,705−46.3% | Reduced |
| Capital Advisors Inc | 1,976 | $363.2K | 0.01% | +909+85.2% | Added |
| Financial Advocates Investment Management | 1,979 | $363.8K | 0.02% | +934+89.4% | Added |
| FineMark National Bank & Trust | 1,983 | $364.5K | 0.01% | −72−3.5% | Reduced |
| Ramirez Asset Management, Inc. | 1,989 | $365.6K | 0.07% | +650+48.5% | Added |
| Choate Investment Advisors | 1,994 | $366.6K | 0.01% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 2,000 | $367.7K | 0.06% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,000 | $367.7K | 0.08% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 2,000 | $367.7K | 0.11% | +2,000 | New |
| Townsend & Associates, Inc | 1,900 | $367.7K | 0.04% | 00.0% | Unchanged |
| Norden Group LLC | 2,003 | $368.2K | 0.07% | +80+4.2% | Added |
| Courier Capital LLC | 2,004 | $368.4K | 0.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 2,006 | $368.8K | 0.02% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,017 | $370.8K | 0.03% | +2,017 | New |
| Sheets Smith Wealth Management | 2,017 | $370.8K | 0.04% | +2,017 | New |
| Ambassador Advisors, LLC | 2,031 | $373.4K | 0.07% | −240−10.6% | Reduced |
| Northeast Financial Group, Inc. | 2,043 | $375.8K | 0.16% | +2+0.1% | Added |
| Caldwell Trust Co | 2,048 | $376.5K | 0.04% | −535−20.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,054 | $377.6K | 0.02% | −144−6.6% | Reduced |
| Lifeworks Advisors, LLC | 2,064 | $379.5K | 0.11% | +691+50.3% | Added |
| Sigma Planning Corp | 2,069 | $380.4K | 0.01% | −1,534−42.6% | Reduced |
| Titleist Asset Management, LLC | 2,075 | $381.5K | 0.06% | +594+40.1% | Added |
| PFG Investments, LLC | 2,079 | $382.2K | 0.03% | +87+4.4% | Added |
| AdvisorNet Financial, Inc | 2,086 | $383.5K | 0.03% | −305−12.8% | Reduced |
| Wealth Effects LLC | 2,117 | $389.2K | 0.14% | +2,117 | New |
| Fundamentun, LLC | 2,122 | $390.3K | 0.03% | +168+8.6% | Added |
| Nomura Holdings Inc | 2,133 | $392.1K | 0.00% | +936+78.2% | Added |
| Apeiron RIA LLC | 2,142 | $393.8K | 0.12% | +175+8.9% | Added |
| Inspirion Wealth Advisors, LLC | 2,145 | $394.3K | 0.06% | +11+0.5% | Added |
| Gsa Capital Partners LLP | 2,148 | $395.0K | 0.03% | +2,148 | New |
| Empirical Asset Management, LLC | 2,156 | $396.4K | 0.15% | +442+25.8% | Added |
| Lake Street Advisors Group, LLC | 2,163 | $397.5K | 0.02% | +119+5.8% | Added |
| Northstar Group, Inc. | 2,168 | $398.5K | 0.08% | +566+35.3% | Added |
| Smart Money Group LLC | 2,034 | $401.6K | 0.14% | −109−5.1% | Reduced |
| Vident Advisory, LLC | 2,185 | $401.7K | 0.01% | −79,027−97.3% | Reduced |
| Insight Advisors, LLC | 2,201 | $404.6K | 0.07% | −361−14.1% | Reduced |
| Global Retirement Partners, LLC | 2,202 | $404.8K | 0.01% | +1,501+214.1% | Added |
| Ingalls & Snyder LLC | 2,203 | $405.0K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,205 | $405.4K | 0.02% | +2,205 | New |
| Coldstream Capital Management Inc | 2,214 | $407.1K | 0.01% | +397+21.8% | Added |
| Integrated Advisors Network LLC | 2,216 | $407.3K | 0.02% | +326+17.2% | Added |
| Cypress Capital Group | 2,220 | $408.1K | 0.05% | −1,545−41.0% | Reduced |
| Associated Banc-Corp | 2,228 | $409.6K | 0.01% | −13−0.6% | Reduced |
| Foster Group, Inc. | 2,231 | $410.1K | 0.02% | −98−4.2% | Reduced |
| Lakeview Capital Partners, LLC | 2,113 | $411.0K | 0.07% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 2,265 | $416.3K | 0.43% | −173−7.1% | Reduced |
| TRUE Private Wealth Advisors | 2,265 | $416.4K | 0.05% | +242+12.0% | Added |
| BSW Wealth Partners | 2,267 | $416.7K | 0.07% | +42+1.9% | Added |
| Northeast Investment Management | 2,291 | $421.2K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,292 | $421.3K | 0.08% | 00.0% | Unchanged |
| American National Bank | 2,341 | $430.3K | 0.05% | +1,656+241.8% | Added |
| LifeGuide Financial Advisors, LLC | 2,380 | $437.5K | 0.21% | +2+0.1% | Added |