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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 4,448 | $833.8K | 0.02% | +689+18.3% | Added |
| Ieq Capital, LLC | 4,553 | $837.0K | 0.01% | −475−9.4% | Reduced |
| Strategy Asset Managers LLC | 3,361 | $839.2K | 0.19% | +3,361 | New |
| BKD Wealth Advisors, LLC | 4,578 | $841.7K | 0.02% | −186−3.9% | Reduced |
| Jacobi Capital Management LLC | 4,585 | $843.0K | 0.07% | +539+13.3% | Added |
| SRN Advisors, LLC | 4,636 | $852.2K | 0.71% | −100−2.1% | Reduced |
| Principal Securities, Inc. | 4,680 | $860.3K | 0.02% | +1,907+68.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,698 | $863.6K | 0.02% | −58−1.2% | Reduced |
| Welch & Forbes LLC | 4,724 | $864.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,735 | $870.4K | 0.02% | −12−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 4,737 | $870.9K | 0.01% | −2,064−30.3% | Reduced |
| Busey Wealth Management | 4,753 | $873.7K | 0.03% | +20+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,761 | $875.2K | 0.06% | −185−3.7% | Reduced |
| Benin Management CORP | 4,799 | $882.2K | 0.27% | +4,799 | New |
| Meyer Handelman Co | 4,800 | $882.4K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,815 | $885.2K | 0.02% | −2,967−38.1% | Reduced |
| Marshall Financial Group LLC | 4,833 | $888.5K | 0.25% | +356+8.0% | Added |
| Gallacher Capital Management LLC | 4,838 | $889.4K | 0.47% | +3,645+305.5% | Added |
| Woodmont Investment Counsel LLC | 4,876 | $896.4K | 0.07% | −662−12.0% | Reduced |
| Transcend Wealth Collective, LLC | 4,920 | $904.4K | 0.07% | −1,217−19.8% | Reduced |
| Wealthspire Advisors, LLC | 4,999 | $918.9K | 0.01% | −78−1.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,000 | $919.0K | 0.14% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,001 | $919.3K | 0.06% | −302−5.7% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 5,032 | $925.0K | 0.02% | +5,032 | New |
| Aureus Asset Management, LLC | 5,050 | $928.3K | 0.06% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,074 | $932.8K | 0.13% | +12+0.2% | Added |
| Chilton Capital Management LLC | 5,081 | $934.0K | 0.04% | +36+0.7% | Added |
| Bridgeway Capital Management, LLC | 5,100 | $937.5K | 0.02% | −12,000−70.2% | Reduced |
| Legato Capital Management LLC | 5,105 | $938.5K | 0.13% | −1,556−23.4% | Reduced |
| Hunter Associates Investment Management LLC | 5,099 | $939.0K | 0.16% | +2,500+96.2% | Added |
| Stegent Equity Advisors, Inc. | 5,120 | $941.2K | 0.98% | −787−13.3% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $948.2K | 0.02% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 5,158 | $948.3K | 0.02% | −4,106−44.3% | Reduced |
| Norinchukin Bank, The | 5,167 | $949.9K | 0.03% | +37+0.7% | Added |
| Inceptionr LLC | 5,186 | $953.3K | 0.27% | +838+19.3% | Added |
| Tempus Wealth Planning, LLC | 5,187 | $953.4K | 0.40% | +187+3.7% | Added |
| Omers Administration Corp | 5,197 | $955.4K | 0.01% | +5,197 | New |
| Advisory Research Inc | 5,223 | $960.1K | 0.18% | −76−1.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,225 | $960.5K | 0.23% | +5,225 | New |
| Quest Partners LLC | 5,271 | $969.0K | 0.13% | +5,271 | New |
| Intellectus Partners, LLC | 5,285 | $971.6K | 0.27% | +532+11.2% | Added |
| IFG Advisory, LLC | 5,287 | $971.9K | 0.06% | +5,287 | New |
| Oxler Private Wealth LLC | 5,294 | $973.2K | 0.36% | +39+0.7% | Added |
| Versor Investments LP | 5,300 | $974.3K | 0.18% | +5,300 | New |
| Oliver Lagore Vanvalin Investment Group | 5,309 | $975.9K | 0.28% | +769+16.9% | Added |
| Optiver Holding B.V. | 5,319 | $977.8K | 0.02% | +5,319 | New |
| Whittier Trust Co of Nevada Inc | 5,327 | $979.3K | 0.03% | −10.0% | Reduced |
| Intelligent Financial Strategies | 5,350 | $983.5K | 0.61% | −202−3.6% | Reduced |
| Van Cleef Asset Management,Inc | 5,373 | $987.7K | 0.12% | +10.0% | Added |
| Fort Washington Investment Advisors Inc | 5,379 | $988.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 5,437 | $999.5K | 0.11% | +34+0.6% | Added |
| Diversified Trust Co | 5,451 | $1.00M | 0.03% | −2,387−30.5% | Reduced |
| Public Sector Pension Investment Board | 5,470 | $1.01M | 0.01% | +2,140+64.3% | Added |
| Simplicity Wealth,LLC | 5,536 | $1.02M | 0.02% | +3,581+183.2% | Added |
| Pine Valley Investments Ltd Liability Co | 5,544 | $1.02M | 0.08% | +884+19.0% | Added |
| Waterfront Wealth Inc. | 5,545 | $1.02M | 0.28% | +1,016+22.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,546 | $1.02M | 0.04% | −1,023−15.6% | Reduced |
| Park Avenue Securities LLC | 5,584 | $1.03M | 0.01% | +417+8.1% | Added |
| Lipe & Dalton | 5,592 | $1.03M | 0.55% | +20.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.03M | 0.00% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,628 | $1.03M | 0.02% | −2,396−29.9% | Reduced |
| Aviva PLC | 5,637 | $1.04M | 0.00% | −14,871−72.5% | Reduced |
| Paradigm Asset Management Co LLC | 5,700 | $1.05M | 0.29% | +5,700 | New |
| Ci Investments Inc. | 5,701 | $1.05M | 0.00% | +72+1.3% | Added |
| Credit Agricole S A | 5,703 | $1.05M | 0.01% | −3,402−37.4% | Reduced |
| Claro Advisors LLC | 5,705 | $1.05M | 0.16% | +316+5.9% | Added |
| NBT Bank N A | 5,806 | $1.07M | 0.08% | 00.0% | Unchanged |
| Assetmark, Inc | 5,819 | $1.07M | 0.00% | −20.0% | Reduced |
| Flputnam Investment Management Co | 5,825 | $1.07M | 0.02% | +5,825 | New |
| JT Stratford LLC | 5,828 | $1.07M | 0.20% | +828+16.6% | Added |
| Harbour Investments, Inc. | 5,846 | $1.07M | 0.04% | +15+0.3% | Added |
| Atlantic Union Bankshares Corp | 5,918 | $1.09M | 0.07% | +539+10.0% | Added |
| Massachusetts Wealth Management | 5,932 | $1.09M | 0.73% | +90+1.5% | Added |
| Cabot Wealth Management Inc | 5,950 | $1.09M | 0.14% | −263−4.2% | Reduced |
| Philadelphia Trust Co | 5,954 | $1.09M | 0.09% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,018 | $1.11M | 0.09% | +6,018 | New |
| Wunderlich Capital Managemnt | 6,054 | $1.11M | 0.50% | +414+7.3% | Added |
| Hilltop Holdings Inc. | 6,061 | $1.11M | 0.13% | +40+0.7% | Added |
| DoubleLine ETF Adviser LP | 6,099 | $1.12M | 0.30% | −501−7.6% | Reduced |
| Leonteq Securities AG | 6,133 | $1.13M | 0.16% | +2,382+63.5% | Added |
| Landscape Capital Management, L.L.C. | 6,158 | $1.13M | 0.10% | −8,729−58.6% | Reduced |
| RMR Capital Management, LLC | 6,176 | $1.14M | 1.04% | −62−1.0% | Reduced |
| SlateStone Wealth, LLC | 6,180 | $1.14M | 0.12% | +191+3.2% | Added |
| Northstar Advisory Group, LLC | 6,182 | $1.14M | 0.65% | +3,740+153.2% | Added |
| Alps Advisors Inc | 6,204 | $1.14M | 0.01% | −21−0.3% | Reduced |
| Wendell David Associates Inc | 6,251 | $1.15M | 0.12% | −3,840−38.1% | Reduced |
| Haverford Trust Co | 6,298 | $1.16M | 0.01% | +947+17.7% | Added |
| Rakuten Investment Management, Inc. | 6,309 | $1.16M | 0.01% | +2,279+56.6% | Added |
| Change Path, LLC | 6,344 | $1.17M | 0.06% | −614−8.8% | Reduced |
| Harvest Investment Advisors, LLC | 6,377 | $1.17M | 0.86% | +6,377 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,392 | $1.18M | 0.01% | −651−9.2% | Reduced |
| QRG Capital Management, Inc. | 6,400 | $1.18M | 0.01% | −354−5.2% | Reduced |
| NFJ Investment Group, LLC | 6,423 | $1.18M | 0.04% | −79−1.2% | Reduced |
| Smith, Moore & Co. | 6,437 | $1.18M | 0.12% | +240+3.9% | Added |
| RB Capital Management, LLC | 6,484 | $1.19M | 0.30% | −55−0.8% | Reduced |
| Intech Investment Management LLC | 6,485 | $1.19M | 0.01% | −18,664−74.2% | Reduced |
| PFG Advisors | 6,502 | $1.20M | 0.08% | −525−7.5% | Reduced |
| GWM Advisors LLC | 6,515 | $1.20M | 0.01% | −6,032−48.1% | Reduced |
| Allen Investment Management LLC | 6,520 | $1.20M | 0.01% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 6,574 | $1.21M | 0.13% | +228+3.6% | Added |