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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 1,674 | $307.7K | 0.01% | +76+4.8% | Added |
| Wesbanco Bank Inc | 1,673 | $307.5K | 0.01% | +59+3.7% | Added |
| Horan Capital Advisors, LLC. | 1,664 | $305.9K | 0.11% | 00.0% | Unchanged |
| Synovus Financial Corp | 1,663 | $305.7K | 0.00% | +182+12.3% | Added |
| First National Advisers, LLC | 1,650 | $303.3K | 0.06% | −1,350−45.0% | Reduced |
| ClearAlpha Technologies LP | 1,642 | $301.8K | 0.12% | +1,642 | New |
| GeoWealth Management, LLC | 1,618 | $297.4K | 0.01% | +1,618 | New |
| Kanawha Capital Management LLC | 1,615 | $296.9K | 0.02% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,605 | $295.0K | 0.02% | +1,605 | New |
| Oak Thistle LLC | 1,601 | $294.3K | 0.22% | +469+41.4% | Added |
| B&D White Capital Company, LLC | 1,600 | $294.1K | 0.06% | −2,300−59.0% | Reduced |
| Fiduciary Family Office, LLC | 1,600 | $294.1K | 0.12% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,600 | $294.0K | 0.07% | −800−33.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 1,596 | $293.4K | 0.02% | −54−3.3% | Reduced |
| Fulton Bank, N.A. | 1,594 | $293.0K | 0.01% | −3,001−65.3% | Reduced |
| Trust Co of Virginia | 1,593 | $292.8K | 0.03% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,591 | $292.6K | 0.11% | −10−0.6% | Reduced |
| Sachetta, LLC | 1,508 | $292.5K | 0.13% | −520−25.6% | Reduced |
| Kathmere Capital Management, LLC | 1,588 | $291.9K | 0.03% | +1,588 | New |
| Cigna Investments Inc | 1,583 | $291.0K | 0.05% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 1,580 | $290.2K | 0.00% | +1,580 | New |
| Zions Bancorporation, N.A. | 1,578 | $290.1K | 0.02% | −957−37.8% | Reduced |
| Letson Investment Management, Inc. | 1,575 | $289.5K | 0.13% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 1,561 | $287.0K | 0.13% | +1,561 | New |
| Csenge Advisory Group | 1,555 | $285.9K | 0.02% | −6−0.4% | Reduced |
| Advisory Alpha, LLC | 1,554 | $285.8K | 0.01% | +34+2.2% | Added |
| Ameritas Investment Partners, Inc. | 1,553 | $285.5K | 0.01% | −113−6.8% | Reduced |
| SeaCrest Wealth Management, LLC | 1,553 | $285.5K | 0.03% | +1,553 | New |
| Beverly Hills Private Wealth, LLC | 1,550 | $285.0K | 0.06% | +4+0.3% | Added |
| Bogart Wealth, LLC | 1,549 | $284.7K | 0.01% | +96+6.6% | Added |
| Pitcairn Co | 1,546 | $284.2K | 0.02% | +230+17.5% | Added |
| Relyea Zuckerberg Hanson LLC | 1,546 | $284.1K | 0.05% | −259−14.3% | Reduced |
| MQS Management LLC | 1,544 | $283.8K | 0.17% | +1,544 | New |
| Patriot Investment Management Inc. | 1,543 | $283.6K | 0.02% | −350−18.5% | Reduced |
| Almanack Investment Partners, LLC. | 1,532 | $281.6K | 0.05% | −360−19.0% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,527 | $280.8K | 0.11% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,525 | $280.4K | 0.11% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,525 | $280.3K | 0.19% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,515 | $278.5K | 0.03% | +118+8.4% | Added |
| MEMBERS Trust Co | 1,514 | $278.3K | 0.01% | −89−5.6% | Reduced |
| Evercore Wealth Management, LLC | 1,513 | $278.1K | 0.00% | −3−0.2% | Reduced |
| iA Global Asset Management Inc. | 1,512 | $278.0K | 0.01% | −5,931−79.7% | Reduced |
| O'Brien Greene & Co. Inc | 1,508 | $277.2K | 0.09% | +8+0.5% | Added |
| Beaton Management Co. Inc. | 1,509 | $277.0K | 0.15% | 00.0% | Unchanged |
| LifePro Asset Management | 1,501 | $276.0K | 0.20% | +197+15.1% | Added |
| Rossmore Private Capital | 1,501 | $275.9K | 0.04% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,500 | $275.7K | 0.03% | 00.0% | Unchanged |
| Equitable Trust Co | 1,483 | $272.6K | 0.02% | +183+14.1% | Added |
| Accurate Wealth Management, LLC | 1,438 | $271.6K | 0.07% | −10−0.7% | Reduced |
| Berkshire Bank | 1,476 | $271.3K | 0.07% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,475 | $271.1K | 0.01% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 1,470 | $270.2K | 0.01% | −320−17.9% | Reduced |
| Franklin Street Advisors Inc | 1,470 | $270.0K | 0.02% | +1,470 | New |
| Family Wealth Group, LLC | 1,456 | $267.6K | 0.27% | +19+1.3% | Added |
| Stanley-Laman Group, Ltd. | 1,426 | $262.1K | 0.04% | −913−39.0% | Reduced |
| Headinvest, LLC | 1,425 | $262.0K | 0.05% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,410 | $259.2K | 0.09% | +35+2.5% | Added |
| International Private Wealth Advisors LLC | 1,410 | $259.2K | 0.44% | +140+11.0% | Added |
| Johnson Financial Group, Inc. | 1,405 | $258.3K | 0.01% | +1,193+562.7% | Added |
| Baldwin Investment Management, LLC | 1,401 | $257.5K | 0.04% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,400 | $257.4K | 0.00% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,400 | $257.4K | 0.08% | 00.0% | Unchanged |
| Girard Partners Ltd. | 1,394 | $256.3K | 0.02% | +104+8.1% | Added |
| Vaughan David Investments LLC | 1,394 | $256.0K | 0.01% | −179−11.4% | Reduced |
| Garrison Point Advisors, LLC | 1,388 | $255.2K | 0.17% | −290−17.3% | Reduced |
| Massmutual Trust Co FSB | 1,357 | $249.5K | 0.01% | +229+20.3% | Added |
| Quadrant Capital Group LLC | 1,356 | $249.3K | 0.02% | −301−18.2% | Reduced |
| Vicus Capital | 1,350 | $248.2K | 0.02% | −9−0.7% | Reduced |
| D.B. Root & Company, LLC | 1,348 | $247.8K | 0.08% | +143+11.9% | Added |
| Capstone Triton Financial Group, LLC | 1,346 | $247.4K | 0.17% | +1,346 | New |
| Rooted Wealth Advisors, Inc. | 1,274 | $246.0K | 0.11% | +219+20.8% | Added |
| J. W. Coons Advisors, LLC | 1,335 | $245.4K | 0.06% | +1,335 | New |
| Wedmont Private Capital | 1,298 | $245.3K | 0.02% | +1,298 | New |
| Mogy Joel R Investment Counsel Inc | 1,333 | $245.0K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,331 | $244.8K | 0.02% | +190+16.7% | Added |
| Northcape Wealth Management, LLC | 1,328 | $244.2K | 0.09% | −41−3.0% | Reduced |
| YHB Investment Advisors, Inc. | 1,320 | $242.7K | 0.02% | +10+0.8% | Added |
| Beaumont Financial Advisors, LLC | 1,319 | $242.5K | 0.02% | +2+0.2% | Added |
| MTM Investment Management, LLC | 1,308 | $240.5K | 0.10% | +9+0.7% | Added |
| Colonial River Wealth Management, LLC | 1,305 | $239.9K | 0.13% | −97−6.9% | Reduced |
| Chapin Davis, Inc. | 1,304 | $239.7K | 0.08% | +1,304 | New |
| Ledyard National Bank | 1,303 | $239.5K | 0.02% | −566−30.3% | Reduced |
| Drive Wealth Management, LLC | 1,300 | $238.9K | 0.06% | +1,300 | New |
| Creative Financial Designs Inc | 1,294 | $237.9K | 0.02% | +331+34.4% | Added |
| BCGM Wealth Management, LLC | 1,294 | $237.9K | 0.08% | +9+0.7% | Added |
| Baron Wealth Management LLC | 1,284 | $236.0K | 0.12% | +1,284 | New |
| Chicago Partners Investment Group LLC | 1,215 | $235.7K | 0.01% | +6+0.5% | Added |
| Aviance Capital Partners, LLC | 1,257 | $231.1K | 0.03% | +7+0.6% | Added |
| Alpha Omega Wealth Management LLC | 1,254 | $230.5K | 0.04% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 1,254 | $230.5K | 0.11% | +105+9.1% | Added |
| Vista Investment Partners LLC | 1,251 | $230.0K | 0.08% | 00.0% | Unchanged |
| Select Asset Management & Trust | 1,250 | $230.0K | 0.09% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 1,248 | $229.3K | 0.06% | +3+0.2% | Added |
| Strategic Financial Services, Inc, | 1,244 | $228.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,237 | $227.3K | 0.01% | −253−17.0% | Reduced |
| Waterloo Capital, L.P. | 1,231 | $226.3K | 0.03% | −10−0.8% | Reduced |
| Thrive Wealth Management, LLC | 1,224 | $225.1K | 0.04% | +1,224 | New |
| BCJ Capital Management, LLC | 1,223 | $224.8K | 0.02% | +1,223 | New |
| Commonwealth Financial Services, LLC | 1,215 | $224.4K | 0.05% | −58−4.6% | Reduced |
| Gill Capital Partners, LLC | 1,215 | $223.3K | 0.09% | +9+0.7% | Added |