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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 3,301 | $606.0K | 0.06% | −13,335−80.2% | Reduced |
| Tarbox Family Office, Inc. | 3,309 | $608.4K | 0.11% | 00.0% | Unchanged |
| AMF Pensionsforsakring AB | 3,330 | $612.2K | 0.00% | +3,330 | New |
| Investment Management Corp of Ontario | 3,331 | $612.3K | 0.02% | −2,349−41.4% | Reduced |
| Resources Investment Advisors, LLC. | 3,339 | $613.7K | 0.01% | +501+17.7% | Added |
| Wellington Management Group LLP | 3,348 | $615.5K | 0.00% | −8,177−71.0% | Reduced |
| Hixon Zuercher, LLC | 3,370 | $619.5K | 0.26% | +3,370 | New |
| Benchmark Investment Advisors LLC | 3,400 | $625.0K | 0.45% | −100−2.9% | Reduced |
| Systematic Alpha Investments, LLC | 3,401 | $625.2K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,402 | $625.4K | 0.03% | +2,047+151.1% | Added |
| Retirement Guys Formula LLC | 3,411 | $627.1K | 0.30% | +199+6.2% | Added |
| Ade, LLC | 3,420 | $628.7K | 0.42% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 3,424 | $629.4K | 0.22% | +1,431+71.8% | Added |
| Peregrine Asset Advisers, Inc. | 3,444 | $633.1K | 0.25% | +78+2.3% | Added |
| World Equity Group, Inc. | 3,457 | $635.5K | 0.19% | +136+4.1% | Added |
| Klingman & Associates, LLC | 3,500 | $643.4K | 0.04% | +9+0.3% | Added |
| Burford Brothers, Inc. | 3,592 | $660.3K | 0.38% | +648+22.0% | Added |
| Morningstar Investment Management LLC | 3,594 | $661.0K | 0.07% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,613 | $664.2K | 0.01% | +380+11.8% | Added |
| Cullen/Frost Bankers, Inc. | 3,620 | $665.5K | 0.01% | +1,413+64.0% | Added |
| Cassaday & Co Wealth Management LLC | 3,622 | $665.9K | 0.02% | +16+0.4% | Added |
| Schulhoff & Co Inc | 3,631 | $667.5K | 0.30% | +925+34.2% | Added |
| KFG Wealth Management, LLC | 3,649 | $670.8K | 0.27% | +62+1.7% | Added |
| Glenview Trust Co | 3,655 | $671.9K | 0.01% | +44+1.2% | Added |
| Woodstock Corp | 3,666 | $673.9K | 0.07% | +1,451+65.5% | Added |
| Fifth Third Wealth Advisors LLC | 3,667 | $674.1K | 0.05% | +3,667 | New |
| HM Payson & Co | 3,687 | $677.8K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,725 | $684.8K | 0.02% | −134−3.5% | Reduced |
| RSM US Wealth Management LLC | 3,754 | $685.7K | 0.01% | +3,754 | New |
| Bellecapital International Ltd. | 3,735 | $686.6K | 0.15% | −601−13.9% | Reduced |
| Weik Capital Management | 3,743 | $688.1K | 0.29% | +3,743 | New |
| Money Concepts Capital Corp | 3,761 | $691.4K | 0.06% | +204+5.7% | Added |
| Farmers Trust Co | 3,767 | $692.5K | 0.14% | −84−2.2% | Reduced |
| First Command Advisory Services, Inc. | 3,777 | $694.3K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 3,779 | $694.7K | 0.04% | −510−11.9% | Reduced |
| AE Wealth Management LLC | 3,782 | $695.2K | 0.01% | +200+5.6% | Added |
| Precedent Wealth Partners, LLC | 3,789 | $696.6K | 0.28% | +296+8.5% | Added |
| Northstar Asset Management LLC | 3,800 | $698.6K | 0.17% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 3,800 | $698.6K | 0.46% | +96+2.6% | Added |
| Tokio Marine Asset Management Co Ltd | 3,800 | $698.6K | 0.03% | +222+6.2% | Added |
| Gateway Investment Advisers LLC | 3,817 | $701.7K | 0.01% | +1,154+43.3% | Added |
| Diligent Investors, LLC | 3,847 | $707.3K | 0.18% | +150+4.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,850 | $707.4K | 0.06% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 3,850 | $707.7K | 0.27% | −55−1.4% | Reduced |
| First Hawaiian Bank | 3,851 | $707.9K | 0.02% | +251+7.0% | Added |
| Portside Wealth Group, LLC | 3,854 | $708.5K | 0.14% | −62−1.6% | Reduced |
| Los Angeles Capital Management LLC | 3,858 | $709.2K | 0.00% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,863 | $710.2K | 0.07% | +3+0.1% | Added |
| Napatree Capital LLC | 3,871 | $711.6K | 0.58% | +522+15.6% | Added |
| Dynamic Technology Lab Private Ltd | 3,881 | $713.0K | 0.08% | +3,881 | New |
| Aviso Financial Inc. | 3,900 | $716.6K | 0.04% | +3,900 | New |
| Applied Finance Capital Management, LLC | 3,899 | $716.8K | 0.03% | +3,899 | New |
| Annandale Capital, LLC | 3,900 | $717.0K | 0.15% | +3,900 | New |
| Raymond James Trust N.A. | 3,921 | $720.8K | 0.02% | +49+1.3% | Added |
| Trail Ridge Investment Advisors, LLC | 3,923 | $721.2K | 0.37% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,961 | $728.1K | 0.04% | −1,070−21.3% | Reduced |
| Arrow Financial Corp | 3,964 | $728.7K | 0.07% | +1,289+48.2% | Added |
| Aptus Capital Advisors, LLC | 3,970 | $729.8K | 0.01% | +112+2.9% | Added |
| Dillon & Associates Inc | 3,986 | $733.0K | 0.11% | +88+2.3% | Added |
| Flagship Harbor Advisors, LLC | 3,992 | $733.9K | 0.04% | +1,003+33.6% | Added |
| Gifford Fong Associates | 4,000 | $735.0K | 0.19% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4,000 | $735.3K | 0.12% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $735.3K | 0.15% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,009 | $737.0K | 0.13% | +48+1.2% | Added |
| BLB&B Advisors, LLC | 4,020 | $739.0K | 0.04% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 4,023 | $739.5K | 0.03% | +996+32.9% | Added |
| Jones Financial Companies LLLP | 4,033 | $741.4K | 0.00% | +989+32.5% | Added |
| Veriti Management LLC | 4,042 | $743.1K | 0.05% | −1,383−25.5% | Reduced |
| Forum Financial Management, LP | 4,066 | $747.5K | 0.01% | +44+1.1% | Added |
| Valley Brook Capital Group | 4,067 | $747.6K | 0.58% | +61+1.5% | Added |
| Wealth Group, Ltd. | 4,080 | $750.0K | 0.54% | +124+3.1% | Added |
| IHT Wealth Management, LLC | 4,098 | $753.4K | 0.03% | +457+12.6% | Added |
| Midland Wealth Advisors LLC | 4,110 | $755.5K | 0.04% | 00.0% | Unchanged |
| Somerset Trust Co | 4,120 | $757.4K | 0.31% | +87+2.2% | Added |
| Eqis Capital Management, Inc. | 4,158 | $764.5K | 0.06% | −330−7.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,169 | $766.4K | 0.01% | −117−2.7% | Reduced |
| United Capital Financial Advisers, LLC | 4,215 | $774.8K | 0.01% | +1,398+49.6% | Added |
| Verdence Capital Advisors LLC | 4,216 | $775.0K | 0.07% | −10−0.2% | Reduced |
| Independent Wealth Network Inc. | 4,233 | $778.2K | 0.36% | −81−1.9% | Reduced |
| Clearstead Advisors, LLC | 4,239 | $779.3K | 0.01% | +4,001+1,681.1% | Added |
| WESPAC Advisors, LLC | 4,248 | $780.9K | 0.61% | −1,686−28.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,264 | $783.9K | 0.05% | +4,264 | New |
| Harvey Investment Co LLC | 4,274 | $786.0K | 0.09% | 00.0% | Unchanged |
| Field & Main Bank | 4,295 | $789.5K | 0.30% | +388+9.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,295 | $789.5K | 0.04% | +4,295 | New |
| Helios Capital Management Pte. Ltd | 4,300 | $790.5K | 0.51% | 00.0% | Unchanged |
| Intrust Bank NA | 4,308 | $791.9K | 0.08% | −429−9.1% | Reduced |
| Teacher Retirement System of Texas | 4,311 | $792.0K | 0.00% | −51,643−92.3% | Reduced |
| Wexford Capital LP | 4,319 | $794.0K | 0.20% | +1,551+56.0% | Added |
| Bowen Hanes & Co Inc | 4,330 | $796.0K | 0.02% | −5,370−55.4% | Reduced |
| Formidable Asset Management, LLC | 4,350 | $799.6K | 0.13% | +343+8.6% | Added |
| Key Financial Inc | 4,362 | $801.9K | 0.19% | +4+0.1% | Added |
| SPC Financial, Inc. | 4,380 | $805.2K | 0.07% | +600+15.9% | Added |
| HighPoint Advisor Group LLC | 4,188 | $812.0K | 0.05% | −39−0.9% | Reduced |
| Gratus Capital LLC | 4,432 | $814.7K | 0.03% | +27+0.6% | Added |
| Parallel Advisors, LLC | 4,443 | $816.7K | 0.02% | −208−4.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,466 | $821.0K | 0.06% | +790+21.5% | Added |
| River Wealth Advisors LLC | 4,467 | $821.2K | 0.12% | +30+0.7% | Added |
| Crew Capital Management, Ltd. | 4,487 | $824.9K | 0.66% | +424+10.4% | Added |
| Groupama Asset Managment | 4,497 | $826.7K | 0.02% | −338−7.0% | Reduced |