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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 453 | $83.2K | 0.01% | +127+39.0% | Added |
| MCF Advisors LLC | 452 | $83.1K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 450 | $82.7K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 450 | $82.7K | 0.02% | +450 | New |
| Family Firm, Inc. | 446 | $82.0K | 0.02% | +446 | New |
| New Millennium Group LLC | 444 | $81.6K | 0.05% | +444 | New |
| Raleigh Capital Management Inc. | 435 | $79.9K | 0.03% | +32+7.9% | Added |
| Peoples Financial Services Corp. | 429 | $78.9K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 427 | $78.5K | 0.01% | −99−18.8% | Reduced |
| Chris Bulman Inc | 406 | $74.6K | 0.05% | +406 | New |
| LGT Financial Advisors LLC | 402 | $73.8K | 0.16% | −601−59.9% | Reduced |
| Ruedi Wealth Management, Inc. | 401 | $73.7K | 0.03% | +1+0.3% | Added |
| Estabrook Capital Management | 400 | $73.5K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 400 | $73.5K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 396 | $72.8K | 0.00% | +6+1.5% | Added |
| Mendota Financial Group, LLC | 382 | $70.2K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 379 | $69.7K | 0.01% | −1,999−84.1% | Reduced |
| Evolution Advisers, Inc. | 379 | $69.0K | 0.04% | +1+0.3% | Added |
| Rosenberg Matthew Hamilton | 378 | $69.0K | 0.02% | −94−19.9% | Reduced |
| CVA Family Office, LLC | 374 | $68.8K | 0.01% | +272+266.7% | Added |
| Princeton Global Asset Management LLC | 358 | $65.7K | 0.01% | +1+0.3% | Added |
| Carolinas Wealth Consulting LLC | 349 | $64.2K | 0.01% | +2+0.6% | Added |
| Cromwell Holdings LLC | 346 | $63.6K | 0.04% | +346 | New |
| BOK Financial Private Wealth, Inc. | 330 | $60.6K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 314 | $57.8K | 0.01% | +2+0.6% | Added |
| Cranbrook Wealth Management, LLC | 314 | $57.7K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 310 | $57.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 302 | $55.5K | 0.01% | −7,653−96.2% | Reduced |
| GoalVest Advisory LLC | 300 | $55.1K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 300 | $55.1K | 0.02% | +166+123.9% | Added |
| nVerses Capital, LLC | 300 | $55.1K | 0.03% | +300 | New |
| Cito Capital Group, LLC | 300 | $55.0K | 0.02% | −2,000−87.0% | Reduced |
| Loomis Sayles & Co L P | 300 | $55.0K | 0.00% | +300 | New |
| Beaird Harris Wealth Management, LLC | 291 | $53.5K | 0.01% | +2+0.7% | Added |
| TD Private Client Wealth LLC | 289 | $53.1K | 0.00% | −58−16.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 286 | $52.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 283 | $52.0K | 0.01% | −618−68.6% | Reduced |
| Thompson Investment Management, Inc. | 275 | $50.6K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 275 | $50.5K | 0.02% | +40+17.0% | Added |
| Salomon & Ludwin, LLC | 270 | $49.6K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 269 | $49.5K | 0.03% | +2+0.7% | Added |
| Glass Jacobson Investment Advisors llc | 266 | $48.9K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 264 | $48.5K | 0.01% | −78−22.8% | Reduced |
| North Star Investment Management Corp. | 256 | $47.0K | 0.00% | −7−2.7% | Reduced |
| Gradient Investments LLC | 251 | $46.2K | 0.00% | +105+71.9% | Added |
| AlphaMark Advisors, LLC | 250 | $46.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 246 | $45.0K | 0.03% | +92+59.7% | Added |
| Armstrong Advisory Group, Inc | 240 | $44.1K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 229 | $42.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 225 | $41.4K | 0.02% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 220 | $40.4K | 0.02% | +220 | New |
| Bell Investment Advisors, Inc | 208 | $38.2K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 208 | $38.2K | 0.02% | +2+1.0% | Added |
| Frazier Financial Advisors, LLC | 206 | $37.9K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $36.8K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $36.8K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $36.8K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 196 | $36.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 191 | $35.1K | 0.01% | −100−34.4% | Reduced |
| Washington Trust Co | 182 | $33.4K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 180 | $33.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $31.3K | 0.01% | −230−57.5% | Reduced |
| Rakuten Securities, Inc. | 167 | $30.7K | 0.01% | +63+60.6% | Added |
| St Germain D J Co Inc | 162 | $29.8K | 0.00% | −158−49.4% | Reduced |
| Ofi Invest Asset Management | 171 | $29.3K | 0.00% | +171 | New |
| Financial Avengers, Inc. | 156 | $28.7K | 0.02% | +1+0.6% | Added |
| GHP Investment Advisors, Inc. | 155 | $28.5K | 0.00% | +55+55.0% | Added |
| Indiana Trust & Investment Management CO | 150 | $27.6K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 150 | $27.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 149 | $27.4K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 146 | $26.8K | 0.00% | +50+52.1% | Added |
| Capital Advisors, Ltd. LLC | 140 | $26.0K | 0.00% | +96+218.2% | Added |
| Bangor Savings Bank | 138 | $25.4K | 0.00% | −8−5.5% | Reduced |
| Dunhill Financial, LLC | 136 | $25.0K | 0.02% | +125+1,136.4% | Added |
| PFS Partners, LLC | 130 | $23.9K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 127 | $23.3K | 0.01% | +1+0.8% | Added |
| Pinnacle Bancorp, Inc. | 125 | $23.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 118 | $21.7K | 0.00% | −183−60.8% | Reduced |
| New England Capital Financial Advisors LLC | 118 | $21.6K | 0.01% | +1+0.9% | Added |
| Pacific Capital Wealth Advisors, Inc | 112 | $20.6K | 0.00% | +38+51.4% | Added |
| Burkett Financial Services, LLC | 110 | $20.2K | 0.01% | +1+0.9% | Added |
| Valley National Advisers Inc | 110 | $20.0K | 0.00% | +41+59.4% | Added |
| West Branch Capital LLC | 108 | $19.9K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 108 | $19.9K | 0.00% | +108 | New |
| Opal Wealth Advisors, LLC | 107 | $19.7K | 0.01% | +107 | New |
| Investors Research Corp | 104 | $19.1K | 0.00% | +104 | New |
| 1620 Investment Advisors, Inc. | 104 | $19.1K | 0.01% | +104 | New |
| Venturi Wealth Management, LLC | 102 | $18.8K | 0.00% | −22−17.7% | Reduced |
| EnRich Financial Partners LLC | 101 | $18.6K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $18.4K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 100 | $18.4K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $18.4K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $18.4K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 100 | $18.4K | 0.00% | +100 | New |
| Pacifica Partners Inc. | 100 | $18.4K | 0.01% | −100−50.0% | Reduced |
| Farmers & Merchants Investments Inc | 96 | $17.6K | 0.00% | −32−25.0% | Reduced |
| Addison Advisors LLC | 96 | $17.6K | 0.01% | +51+113.3% | Added |
| Plante Moran Financial Advisors, LLC | 95 | $17.5K | 0.00% | −38−28.6% | Reduced |
| Versant Capital Management, Inc | 91 | $16.7K | 0.00% | −341−78.9% | Reduced |
| REAP Financial Group, LLC | 84 | $15.4K | 0.00% | +3+3.7% | Added |