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 |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 1,164 | $222.8K | 0.03% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 1,211 | $222.6K | 0.12% | +1,211 | New |
| Ignite Planners, LLC | 1,202 | $221.3K | 0.05% | +22+1.9% | Added |
| Guardian Wealth Advisors, LLC | 1,197 | $220.0K | 0.03% | −3−0.3% | Reduced |
| Coastal Investment Advisors, Inc. | 1,196 | $219.8K | 0.04% | −656−35.4% | Reduced |
| NewEdge Wealth, LLC | 1,189 | $218.6K | 0.00% | −133−10.1% | Reduced |
| Martingale Asset Management L P | 1,189 | $218.6K | 0.00% | −51,086−97.7% | Reduced |
| Clearview Wealth Advisors LLC | 1,185 | $217.8K | 0.19% | +1,185 | New |
| Skopos Labs, Inc. | 1,092 | $216.5K | 0.09% | 00.0% | Unchanged |
| Madden Securities Corp | 1,176 | $216.2K | 0.10% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 1,174 | $215.9K | 0.02% | +1+0.1% | Added |
| Novare Capital Management LLC | 1,160 | $213.2K | 0.02% | +1,160 | New |
| Checchi Capital Advisers, LLC | 1,155 | $212.3K | 0.02% | −118−9.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,138 | $212.1K | 0.04% | −248−17.9% | Reduced |
| Abacus Planning Group, Inc. | 1,154 | $212.1K | 0.04% | +1,154 | New |
| CIC Wealth, LLC | 1,150 | $211.4K | 0.06% | +1,150 | New |
| KCM Investment Advisors LLC | 1,149 | $211.2K | 0.01% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,148 | $211.0K | 0.04% | 00.0% | Unchanged |
| Conning Inc. | 1,134 | $208.5K | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 1,141 | $208.2K | 0.02% | +1,141 | New |
| Baker Tilly Wealth Management, LLC | 1,132 | $208.1K | 0.09% | −1,253−52.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,131 | $207.9K | 0.03% | +1,131 | New |
| Foster Dykema Cabot & Partners, LLC | 1,129 | $207.5K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,126 | $207.0K | 0.01% | +139+14.1% | Added |
| W Advisors, LLC | 1,121 | $206.1K | 0.14% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,120 | $205.9K | 0.00% | +1,120 | New |
| Farmers National Bank | 1,118 | $205.5K | 0.06% | 00.0% | Unchanged |
| NTV Asset Management LLC | 1,117 | $205.3K | 0.03% | +39+3.6% | Added |
| Davy Global Fund Management Ltd | 1,116 | $205.2K | 0.02% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 1,112 | $204.4K | 0.11% | −5,345−82.8% | Reduced |
| Rehmann Capital Advisory Group | 1,111 | $204.4K | 0.01% | −54−4.6% | Reduced |
| McAdam, LLC | 1,111 | $204.2K | 0.01% | +1,111 | New |
| Trust Point Inc. | 1,111 | $204.2K | 0.02% | −192−14.7% | Reduced |
| Avestar Capital, LLC | 1,108 | $203.7K | 0.02% | −980−46.9% | Reduced |
| Secure Asset Management, LLC | 1,108 | $203.7K | 0.04% | +1,108 | New |
| Fiduciary Financial Group, LLC | 1,068 | $202.9K | 0.05% | +1,068 | New |
| Taylor Hoffman Wealth Management | 1,111 | $202.7K | 0.08% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 1,100 | $202.2K | 0.06% | 00.0% | Unchanged |
| Towercrest Capital Management | 1,100 | $202.2K | 0.03% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 1,100 | $202.2K | 0.01% | +1,100 | New |
| Congress Park Capital LLC | 1,100 | $202.2K | 0.08% | +1,100 | New |
| Fidelis Capital Partners, LLC | 1,003 | $200.4K | 0.03% | −247−19.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,088 | $200.0K | 0.01% | −482−30.7% | Reduced |
| Advantage Trust Co | 1,050 | $193.0K | 0.14% | +250+31.3% | Added |
| Tower View Investment Management & Research LLC | 1,043 | $191.7K | 0.11% | −140−11.8% | Reduced |
| Clean Yield Group | 1,000 | $183.8K | 0.07% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 984 | $180.9K | 0.02% | +160+19.4% | Added |
| Ransom Advisory, Ltd | 969 | $178.1K | 0.09% | +469+93.8% | Added |
| Caldwell Sutter Capital, Inc. | 942 | $173.2K | 0.09% | +942 | New |
| Lowe Wealth Advisors, LLC | 934 | $171.6K | 0.08% | +1+0.1% | Added |
| Bruce G. Allen Investments, LLC | 931 | $171.1K | 0.14% | +122+15.1% | Added |
| Hanson & Doremus Investment Management | 917 | $168.0K | 0.03% | +1+0.1% | Added |
| Hills Bank & Trust Co | 909 | $167.1K | 0.01% | −16−1.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 900 | $165.0K | 0.07% | +200+28.6% | Added |
| Centaurus Financial, Inc. | 894 | $164.0K | 0.01% | +20+2.3% | Added |
| Independence Bank of Kentucky | 890 | $163.6K | 0.04% | +475+114.5% | Added |
| MV Capital Management, Inc. | 876 | $161.0K | 0.02% | +6+0.7% | Added |
| Hantz Financial Services, Inc. | 874 | $161.0K | 0.00% | +4+0.5% | Added |
| Ronald Blue Trust, Inc. | 813 | $158.2K | 0.00% | +182+28.8% | Added |
| First Foundation Advisors | 855 | $157.2K | 0.01% | −401−31.9% | Reduced |
| JNBA Financial Advisors | 832 | $153.0K | 0.02% | +46+5.9% | Added |
| Fairfield Financial Advisors, LTD | 782 | $143.8K | 0.05% | +782 | New |
| Capital Analysts, LLC | 777 | $143.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 762 | $140.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 746 | $137.1K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 742 | $136.4K | 0.04% | +742 | New |
| JFS Wealth Advisors, LLC | 739 | $135.9K | 0.01% | −1−0.1% | Reduced |
| WFA of San Diego, LLC | 735 | $135.1K | 0.12% | +735 | New |
| Fortis Group Advisors, LLC | 732 | $134.6K | 0.03% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 720 | $132.4K | 0.07% | +720 | New |
| Pathway Financial Advisers, LLC | 702 | $128.3K | 0.05% | +132+23.2% | Added |
| Slocum, Gordon & Co LLP | 693 | $127.4K | 0.09% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 688 | $126.5K | 0.04% | +540+364.9% | Added |
| Elgethun Capital Management | 686 | $126.1K | 0.03% | +5+0.7% | Added |
| IFP Advisors, Inc | 686 | $126.0K | 0.01% | −484−41.4% | Reduced |
| Deseret Mutual Benefit Administrators | 684 | $125.7K | 0.06% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 661 | $121.5K | 0.01% | −12−1.8% | Reduced |
| Sentry Investment Management LLC | 652 | $120.0K | 0.05% | −134−17.0% | Reduced |
| Brown Brothers Harriman & Co | 647 | $118.9K | 0.00% | +61+10.4% | Added |
| Salem Investment Counselors Inc | 645 | $118.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 619 | $113.8K | 0.01% | +25+4.2% | Added |
| Blackhill Capital Inc | 600 | $110.3K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 596 | $109.6K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 579 | $106.4K | 0.02% | +23+4.1% | Added |
| TCTC Holdings, LLC | 558 | $102.6K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 550 | $101.1K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 548 | $100.7K | 0.01% | −13−2.3% | Reduced |
| Tyler-Stone Wealth Management | 544 | $100.0K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 539 | $99.1K | 0.00% | −8,513−94.0% | Reduced |
| Bank of New Hampshire | 530 | $97.4K | 0.03% | −50−8.6% | Reduced |
| Hollencrest Capital Management | 505 | $92.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 502 | $92.1K | 0.02% | −39−7.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 500 | $92.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $91.9K | 0.04% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 499 | $91.7K | 0.05% | +499 | New |
| Adirondack Trust Co | 497 | $91.4K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 493 | $90.7K | 0.01% | +7+1.4% | Added |
| Laurel Wealth Advisors LLC | 482 | $88.6K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 454 | $83.7K | 0.06% | +454 | New |
| Wetzel Investment Advisors, Inc. | 430 | $83.6K | 0.05% | 00.0% | Unchanged |