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 |
|---|---|---|---|---|---|
| Insight Advisors, LLC | 2,201 | $404.6K | 0.07% | −361−14.1% | Reduced |
| Vident Advisory, LLC | 2,185 | $401.7K | 0.01% | −79,027−97.3% | Reduced |
| Smart Money Group LLC | 2,034 | $401.6K | 0.14% | −109−5.1% | Reduced |
| Northstar Group, Inc. | 2,168 | $398.5K | 0.08% | +566+35.3% | Added |
| Lake Street Advisors Group, LLC | 2,163 | $397.5K | 0.02% | +119+5.8% | Added |
| Empirical Asset Management, LLC | 2,156 | $396.4K | 0.15% | +442+25.8% | Added |
| Gsa Capital Partners LLP | 2,148 | $395.0K | 0.03% | +2,148 | New |
| Inspirion Wealth Advisors, LLC | 2,145 | $394.3K | 0.06% | +11+0.5% | Added |
| Apeiron RIA LLC | 2,142 | $393.8K | 0.12% | +175+8.9% | Added |
| Nomura Holdings Inc | 2,133 | $392.1K | 0.00% | +936+78.2% | Added |
| Fundamentun, LLC | 2,122 | $390.3K | 0.03% | +168+8.6% | Added |
| Wealth Effects LLC | 2,117 | $389.2K | 0.14% | +2,117 | New |
| AdvisorNet Financial, Inc | 2,086 | $383.5K | 0.03% | −305−12.8% | Reduced |
| PFG Investments, LLC | 2,079 | $382.2K | 0.03% | +87+4.4% | Added |
| Titleist Asset Management, LLC | 2,075 | $381.5K | 0.06% | +594+40.1% | Added |
| Sigma Planning Corp | 2,069 | $380.4K | 0.01% | −1,534−42.6% | Reduced |
| Lifeworks Advisors, LLC | 2,064 | $379.5K | 0.11% | +691+50.3% | Added |
| Ashton Thomas Private Wealth, LLC | 2,054 | $377.6K | 0.02% | −144−6.6% | Reduced |
| Caldwell Trust Co | 2,048 | $376.5K | 0.04% | −535−20.7% | Reduced |
| Northeast Financial Group, Inc. | 2,043 | $375.8K | 0.16% | +2+0.1% | Added |
| Ambassador Advisors, LLC | 2,031 | $373.4K | 0.07% | −240−10.6% | Reduced |
| Sheets Smith Wealth Management | 2,017 | $370.8K | 0.04% | +2,017 | New |
| Frank, Rimerman Advisors LLC | 2,017 | $370.8K | 0.03% | +2,017 | New |
| Edge Capital Group, LLC | 2,006 | $368.8K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 2,004 | $368.4K | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 2,003 | $368.2K | 0.07% | +80+4.2% | Added |
| Townsend & Associates, Inc | 1,900 | $367.7K | 0.04% | 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 |
| Choate Investment Advisors | 1,994 | $366.6K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,989 | $365.6K | 0.07% | +650+48.5% | Added |
| FineMark National Bank & Trust | 1,983 | $364.5K | 0.01% | −72−3.5% | Reduced |
| Financial Advocates Investment Management | 1,979 | $363.8K | 0.02% | +934+89.4% | Added |
| Capital Advisors Inc | 1,976 | $363.2K | 0.01% | +909+85.2% | Added |
| Headlands Technologies LLC | 1,975 | $363.1K | 0.04% | −1,705−46.3% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 1,965 | $361.2K | 0.17% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 1,952 | $358.8K | 0.18% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,950 | $358.5K | 0.25% | +1,950 | New |
| Heartland Bank & Trust Co | 1,946 | $357.7K | 0.20% | +82+4.4% | Added |
| Heritage Investment Group, Inc. | 1,936 | $356.0K | 0.07% | −93−4.6% | Reduced |
| Barr E S & Co | 1,936 | $355.9K | 0.02% | 00.0% | Unchanged |
| Tradewinds, LLC. | 1,925 | $353.9K | 0.11% | +1,925 | New |
| Bleakley Financial Group, LLC | 1,919 | $352.8K | 0.01% | −47−2.4% | Reduced |
| First National Bank & Trust Co of Newtown | 1,916 | $352.2K | 0.07% | +300+18.6% | Added |
| MN Wealth Advisors, LLC | 1,912 | $351.6K | 0.20% | +122+6.8% | Added |
| Crestwood Advisors Group LLC | 1,911 | $351.3K | 0.01% | +36+1.9% | Added |
| Laffer Tengler Investments | 1,903 | $349.8K | 0.08% | +1,658+676.7% | Added |
| Sapient Capital LLC | 1,902 | $349.6K | 0.01% | +12+0.6% | Added |
| Simmons Bank | 1,902 | $349.6K | 0.03% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,902 | $349.6K | 0.05% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,897 | $348.9K | 0.02% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,884 | $346.3K | 0.04% | −34−1.8% | Reduced |
| Walleye Capital LLC | 1,880 | $345.6K | 0.00% | −2,774−59.6% | Reduced |
| International Assets Investment Management, LLC | 1,877 | $345.0K | 0.03% | +311+19.9% | Added |
| Hall Capital Management Co Inc | 1,875 | $344.7K | 0.16% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,873 | $344.3K | 0.11% | +7+0.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,872 | $344.1K | 0.06% | −280−13.0% | Reduced |
| Principle Wealth Partners LLC | 1,869 | $343.6K | 0.03% | 00.0% | Unchanged |
| Iowa State Bank | 1,864 | $342.7K | 0.08% | −97−4.9% | Reduced |
| Silverlake Wealth Management LLC | 1,861 | $342.2K | 0.14% | −1,409−43.1% | Reduced |
| Front Row Advisors LLC | 1,850 | $340.1K | 0.12% | 00.0% | Unchanged |
| Sippican Capital Advisors | 1,850 | $340.1K | 0.27% | 00.0% | Unchanged |
| 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 |
| Bridge Creek Capital Management LLC | 1,845 | $339.2K | 0.11% | +785+74.1% | Added |
| Mather Group, LLC. | 1,743 | $339.1K | 0.00% | +779+80.8% | Added |
| Perigon Wealth Management, LLC | 1,834 | $337.1K | 0.01% | +137+8.1% | Added |
| Wintrust Investments LLC | 1,835 | $337.0K | 0.03% | +57+3.2% | Added |
| Occidental Asset Management, LLC | 1,833 | $337.0K | 0.06% | −92−4.8% | Reduced |
| Joel Isaacson & Co., LLC | 1,829 | $336.3K | 0.02% | +102+5.9% | Added |
| Astoria Portfolio Advisors LLC. | 1,822 | $334.9K | 0.12% | +168+10.2% | Added |
| V-Square Quantitative Management LLC | 1,819 | $334.4K | 0.05% | +832+84.3% | Added |
| Symmetry Partners, LLC | 1,806 | $332.0K | 0.02% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 1,800 | $331.0K | 0.31% | +300+20.0% | Added |
| Sanchez Wealth Management Group | 1,799 | $330.7K | 0.11% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,786 | $328.3K | 0.03% | +255+16.7% | Added |
| New Century Financial Group, LLC | 1,783 | $327.8K | 0.14% | −464−20.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,780 | $327.0K | 0.25% | +95+5.6% | Added |
| Monterey Private Wealth, Inc. | 1,775 | $326.3K | 0.12% | +3+0.2% | Added |
| Connecticut Wealth Management, LLC | 1,766 | $324.6K | 0.02% | +269+18.0% | Added |
| Aft, Forsyth & Company, Inc. | 1,765 | $324.5K | 0.17% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,763 | $324.1K | 0.07% | −78−4.2% | Reduced |
| Profund Advisors LLC | 1,761 | $323.7K | 0.01% | −43−2.4% | Reduced |
| Cannon Financial Strategists, Inc. | 1,760 | $323.5K | 0.06% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,751 | $322.0K | 0.01% | −17−1.0% | Reduced |
| Encompass More Asset Management | 1,751 | $321.9K | 0.23% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,747 | $321.2K | 0.16% | +342+24.3% | Added |
| Hallmark Capital Management Inc | 1,746 | $321.0K | 0.03% | −136−7.2% | Reduced |
| Clear Harbor Asset Management, LLC | 1,732 | $318.4K | 0.03% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 1,726 | $317.3K | 0.08% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,725 | $317.1K | 0.04% | +11+0.6% | Added |
| Hartford Financial Management Inc. | 1,725 | $317.1K | 0.07% | +3+0.2% | Added |
| Boston Private Wealth LLC | 1,719 | $316.0K | 0.01% | −520−23.2% | Reduced |
| NorthRock Partners, LLC | 1,708 | $313.9K | 0.01% | +335+24.4% | Added |
| Wellington Shields & Co., LLC | 1,700 | $312.5K | 0.10% | +1,700 | New |
| Wimmer Associates 1, LLC | 1,690 | $310.7K | 0.16% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,685 | $309.8K | 0.08% | +653+63.3% | Added |
| SignalPoint Asset Management, LLC | 1,685 | $309.7K | 0.08% | +51+3.1% | Added |
| Gen-Wealth Partners Inc | 1,676 | $308.0K | 0.15% | +278+19.9% | Added |