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 28 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 |
|---|---|---|---|---|---|
| Gouws Capital LLC | 6,600 | $1.21M | 0.87% | 00.0% | Unchanged |
| Financial Counselors Inc | 6,627 | $1.22M | 0.02% | −5−0.1% | Reduced |
| Pensionfund Sabic | 6,700 | $1.23M | 0.36% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 6,800 | $1.25M | 0.34% | +6,800 | New |
| London Co of Virginia | 6,808 | $1.25M | 0.01% | −25−0.4% | Reduced |
| Econ Financial Services Corp | 6,818 | $1.25M | 0.78% | +140+2.1% | Added |
| Allegheny Financial Group LTD | 6,857 | $1.26M | 0.36% | +23+0.3% | Added |
| Bradley Foster & Sargent Inc | 6,867 | $1.26M | 0.02% | −18,117−72.5% | Reduced |
| Allianz SE | 6,872 | $1.26M | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 6,888 | $1.27M | 0.03% | +3,214+87.5% | Added |
| Kerusso Capital Management LLC | 6,919 | $1.27M | 0.92% | +6,919 | New |
| B. Metzler seel. Sohn & Co. AG | 6,970 | $1.28M | 0.01% | +144+2.1% | Added |
| Tiaa Trust, National Association | 7,001 | $1.29M | 0.00% | +86+1.2% | Added |
| Summit Global Investments | 7,020 | $1.29M | 0.09% | −77,546−91.7% | Reduced |
| Scientech Research LLC | 7,077 | $1.30M | 0.27% | +2,671+60.6% | Added |
| William Allan, LLC | 7,076 | $1.30M | 0.87% | +7,076 | New |
| Jamison Private Wealth Management, Inc. | 7,079 | $1.30M | 0.22% | +1,288+22.2% | Added |
| CX Institutional | 7,108 | $1.31M | 0.06% | −509−6.7% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 7,138 | $1.31M | 1.17% | +3,177+80.2% | Added |
| Commerce Bank | 7,155 | $1.32M | 0.01% | −742−9.4% | Reduced |
| RKL Wealth Management LLC | 7,176 | $1.32M | 0.13% | −98−1.3% | Reduced |
| Wealthquest Corp | 7,201 | $1.32M | 0.14% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 7,210 | $1.33M | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,233 | $1.33M | 0.02% | +1,622+28.9% | Added |
| Toroso Investments, LLC | 7,277 | $1.34M | 0.02% | −4,592−38.7% | Reduced |
| Arnhold LLC | 7,279 | $1.34M | 0.14% | 00.0% | Unchanged |
| Burns J W & Co Inc | 7,297 | $1.34M | 0.18% | +155+2.2% | Added |
| Ferguson Wellman Capital Management, Inc | 7,350 | $1.35M | 0.03% | −62−0.8% | Reduced |
| Integrated Wealth Concepts LLC | 7,426 | $1.37M | 0.02% | +880+13.4% | Added |
| OV Management LLC | 7,505 | $1.38M | 0.96% | +105+1.4% | Added |
| Clearbridge Investments, LLC | 7,540 | $1.39M | 0.00% | −770−9.3% | Reduced |
| Guardian Asset Advisors, LLC | 7,551 | $1.39M | 1.02% | +833+12.4% | Added |
| J.W. Cole Advisors, Inc. | 7,564 | $1.39M | 0.07% | +5,044+200.2% | Added |
| Wetherby Asset Management Inc | 7,566 | $1.39M | 0.07% | +532+7.6% | Added |
| New Mexico Educational Retirement Board | 7,578 | $1.39M | 0.05% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 7,600 | $1.40M | 0.64% | +623+8.9% | Added |
| WSFS Capital Management, LLC | 7,499 | $1.40M | 0.08% | −248,948−97.1% | Reduced |
| Asset Advisors Investment Management, LLC | 7,700 | $1.42M | 0.15% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 7,730 | $1.42M | 0.07% | −2,331−23.2% | Reduced |
| Farther Finance Advisors, LLC | 7,791 | $1.42M | 0.07% | +2,668+52.1% | Added |
| Virtu Financial LLC | 7,737 | $1.42M | 0.10% | −3,585−31.7% | Reduced |
| Fortis Capital Advisors, LLC | 7,754 | $1.43M | 0.51% | +7,754 | New |
| Keebeck Wealth Management, LLC | 7,809 | $1.44M | 0.21% | −102−1.3% | Reduced |
| Adviser Investments LLC | 7,833 | $1.44M | 0.02% | +536+7.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,842 | $1.44M | 0.60% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 7,881 | $1.45M | 0.13% | +258+3.4% | Added |
| Exchange Traded Concepts, LLC | 7,909 | $1.45M | 0.04% | +2,234+39.4% | Added |
| Inscription Capital, LLC | 7,962 | $1.46M | 0.24% | −95−1.2% | Reduced |
| Stock Yards Bank & Trust Co | 7,999 | $1.47M | 0.05% | −575−6.7% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 8,000 | $1.47M | 0.24% | 00.0% | Unchanged |
| Wedbush Securities Inc | 8,040 | $1.48M | 0.05% | +1,347+20.1% | Added |
| Kingsview Wealth Management, LLC | 8,071 | $1.48M | 0.04% | +171+2.2% | Added |
| Cornerstone Advisors, LLC | 8,100 | $1.49M | 0.06% | −1,000−11.0% | Reduced |
| Huntington National Bank | 8,132 | $1.49M | 0.01% | −266−3.2% | Reduced |
| Modera Wealth Management, LLC | 8,145 | $1.50M | 0.02% | −119−1.4% | Reduced |
| Lederer & Associates Investment Counsel | 8,162 | $1.50M | 1.09% | −426−5.0% | Reduced |
| Hudson Canyon Capital Management | 8,230 | $1.51M | 1.02% | +530+6.9% | Added |
| Savant Capital, LLC | 8,350 | $1.53M | 0.02% | +359+4.5% | Added |
| Louisiana State Employees Retirement System | 8,400 | $1.54M | 0.03% | −300−3.4% | Reduced |
| Settian Capital LP | 8,400 | $1.54M | 1.13% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 8,437 | $1.55M | 0.00% | −849,133−99.0% | Reduced |
| Securian Asset Management, Inc | 8,443 | $1.55M | 0.05% | −323−3.7% | Reduced |
| Ethic Inc. | 8,466 | $1.56M | 0.04% | +1,382+19.5% | Added |
| Allspring Global Investments Holdings, LLC | 8,480 | $1.56M | 0.00% | −1,228−12.6% | Reduced |
| Howland Capital Management LLC | 8,523 | $1.57M | 0.07% | −1,200−12.3% | Reduced |
| Clear Rock Advisors, LLC | 8,556 | $1.57M | 0.67% | +968+12.8% | Added |
| Thrivent Financial for Lutherans | 8,578 | $1.58M | 0.00% | −5,634−39.6% | Reduced |
| Hutner Capital Management Inc | 8,583 | $1.58M | 0.87% | +105+1.2% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,652 | $1.59M | 1.15% | 00.0% | Unchanged |
| LCNB Corp | 8,658 | $1.59M | 0.59% | 00.0% | Unchanged |
| Shelton Capital Management | 8,741 | $1.61M | 0.04% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 8,864 | $1.62M | 0.40% | +30.0% | Added |
| Arthur M. Cohen & Associates, LLC | 8,942 | $1.64M | 0.30% | −2,532−22.1% | Reduced |
| Trivant Custom Portfolio Group, LLC | 8,956 | $1.65M | 1.01% | +398+4.7% | Added |
| Lafayette Investments, Inc. | 8,979 | $1.65M | 0.38% | −175−1.9% | Reduced |
| RFG Advisory, LLC | 9,003 | $1.66M | 0.05% | +4,616+105.2% | Added |
| Herold Advisors, Inc. | 9,088 | $1.67M | 0.39% | +1,013+12.5% | Added |
| Quantinno Capital Management LP | 9,164 | $1.68M | 0.03% | −1,310−12.5% | Reduced |
| Thrive Capital Management, LLC | 9,325 | $1.71M | 0.78% | +3,427+58.1% | Added |
| Hazlett, Burt & Watson, Inc. | 9,398 | $1.73M | 0.89% | +3,160+50.7% | Added |
| Hartford Investment Management Co | 9,458 | $1.74M | 0.06% | −219−2.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 9,471 | $1.74M | 0.09% | +9,471 | New |
| Suncoast Equity Management | 9,487 | $1.74M | 0.19% | −3,560−27.3% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 9,548 | $1.76M | 1.67% | −181−1.9% | Reduced |
| Aurora Investment Counsel | 9,577 | $1.76M | 1.03% | −165−1.7% | Reduced |
| TD Waterhouse Canada Inc. | 9,645 | $1.76M | 0.02% | +402+4.3% | Added |
| Merit Financial Group, LLC | 9,633 | $1.77M | 0.04% | +1,335+16.1% | Added |
| Belpointe Asset Management LLC | 9,662 | $1.78M | 0.12% | +9,662 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,667 | $1.78M | 0.18% | −2,400−19.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 9,677 | $1.78M | 0.02% | +418+4.5% | Added |
| Apollon Wealth Management, LLC | 9,707 | $1.78M | 0.05% | +1,786+22.5% | Added |
| Stephens Inc | 9,711 | $1.79M | 0.03% | +542+5.9% | Added |
| Smithfield Trust Co | 9,719 | $1.79M | 0.09% | 00.0% | Unchanged |
| Roundview Capital LLC | 9,837 | $1.81M | 0.14% | +1,389+16.4% | Added |
| Crossmark Global Holdings, Inc. | 9,849 | $1.81M | 0.03% | −399−3.9% | Reduced |
| Leavell Investment Management, Inc. | 9,844 | $1.81M | 0.10% | +27+0.3% | Added |
| Westhampton Capital, LLC | 9,847 | $1.81M | 0.98% | +1,190+13.7% | Added |
| Lantz Financial LLC | 10,017 | $1.84M | 0.57% | +10,017 | New |
| Wescott Financial Advisory Group, LLC | 10,020 | $1.84M | 0.21% | +1,848+22.6% | Added |
| Brookstone Capital Management | 9,563 | $1.86M | 0.03% | +403+4.4% | Added |