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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 15,524 | $2.85M | 0.50% | +2,163+16.2% | Added |
| Bank of Nova Scotia | 15,516 | $2.85M | 0.01% | −51,035−76.7% | Reduced |
| Value Partners Investments Inc. | 15,494 | $2.85M | 0.25% | −473−3.0% | Reduced |
| Mediolanum International Funds Ltd | 16,229 | $2.78M | 0.05% | +16,229 | New |
| Summit Place Financial Advisors, LLC | 15,114 | $2.78M | 1.64% | +303+2.0% | Added |
| JustInvest LLC | 15,305 | $2.78M | 0.05% | +1,586+11.6% | Added |
| Kestra Private Wealth Services, LLC | 15,044 | $2.77M | 0.06% | +2,378+18.8% | Added |
| Strategic Global Advisors, LLC | 14,992 | $2.76M | 0.58% | +337+2.3% | Added |
| Virginia Wealth Management Group, Inc. | 14,869 | $2.73M | 2.24% | +14,869 | New |
| Gotham Asset Management, LLC | 14,793 | $2.72M | 0.04% | −2,053−12.2% | Reduced |
| Legacy Wealth Management, LLC | 14,590 | $2.68M | 1.13% | +14,590 | New |
| Mount Yale Investment Advisors, LLC | 14,573 | $2.68M | 0.21% | −401−2.7% | Reduced |
| Umb Bank N A | 14,390 | $2.65M | 0.04% | +8,996+166.8% | Added |
| Man Group plc | 14,280 | $2.63M | 0.01% | −36,619−71.9% | Reduced |
| Azimuth Capital Investment Management LLC | 14,255 | $2.62M | 0.11% | +400+2.9% | Added |
| First Manhattan Co | 14,231 | $2.62M | 0.01% | +10,874+323.9% | Added |
| Hennessy Advisors Inc | 14,200 | $2.61M | 0.10% | −300−2.1% | Reduced |
| Central Trust Co | 14,130 | $2.60M | 0.06% | −654−4.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,125 | $2.60M | 0.03% | −1,628−10.3% | Reduced |
| Griffin Asset Management, Inc. | 14,078 | $2.59M | 0.30% | +7,016+99.3% | Added |
| Elo Mutual Pension Insurance Co | 14,024 | $2.58M | 0.06% | +1,656+13.4% | Added |
| Lazard Asset Management LLC | 14,019 | $2.58M | 0.00% | −1,506−9.7% | Reduced |
| 1832 Asset Management L.P. | 13,922 | $2.56M | 0.00% | −2,826−16.9% | Reduced |
| Chesley Taft & Associates LLC | 13,884 | $2.55M | 0.13% | −195−1.4% | Reduced |
| Alliance Wealth Advisors, LLC | 13,594 | $2.50M | 0.73% | +436+3.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 13,519 | $2.49M | 0.25% | −1,199−8.1% | Reduced |
| Bragg Financial Advisors, Inc | 13,260 | $2.44M | 0.11% | +10,378+360.1% | Added |
| Captrust Financial Advisors | 13,079 | $2.40M | 0.01% | +2,097+19.1% | Added |
| Robeco Institutional Asset Management B.V. | 13,015 | $2.39M | 0.01% | −4,344−25.0% | Reduced |
| Signet Financial Management, LLC | 12,998 | $2.39M | 0.32% | +38+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,990 | $2.39M | 0.01% | +3,275+33.7% | Added |
| Prosperity Consulting Group, LLC | 12,917 | $2.37M | 0.32% | −6,178−32.4% | Reduced |
| Argyle Capital Management Inc. | 12,898 | $2.37M | 0.98% | −200−1.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,895 | $2.37M | 0.07% | +2,639+25.7% | Added |
| Greenleaf Trust | 12,767 | $2.35M | 0.02% | +2,492+24.3% | Added |
| NorthCrest Asset Manangement, LLC | 12,722 | $2.34M | 0.08% | +162+1.3% | Added |
| Oregon Public Employees Retirement Fund | 12,658 | $2.33M | 0.05% | −140−1.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 12,500 | $2.30M | 0.52% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 12,485 | $2.30M | 0.01% | −9,594−43.5% | Reduced |
| Bath Savings Trust Co | 12,259 | $2.25M | 0.24% | −2,696−18.0% | Reduced |
| Next Level Private LLC | 12,251 | $2.25M | 1.03% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 12,217 | $2.25M | 1.45% | +12,217 | New |
| Toth Financial Advisory Corp | 12,214 | $2.25M | 0.29% | −538−4.2% | Reduced |
| Gulf International Bank (UK) Ltd | 12,148 | $2.23M | 0.06% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,092 | $2.22M | 0.12% | +1,904+18.7% | Added |
| ING Groep NV | 11,909 | $2.19M | 0.01% | −8,630−42.0% | Reduced |
| Rafferty Asset Management, LLC | 11,857 | $2.18M | 0.01% | +474+4.2% | Added |
| Palisade Asset Management, LLC | 11,825 | $2.17M | 0.22% | +11,775+23,550.0% | Added |
| Teachers Retirement System of the State of Kentucky | 11,813 | $2.17M | 0.02% | −370−3.0% | Reduced |
| Natixis | 11,810 | $2.17M | 0.01% | +11,810 | New |
| Eliot Finkel Investment Counsel, LLC | 11,775 | $2.16M | 1.43% | +11,775 | New |
| Maryland State Retirement & Pension System | 11,665 | $2.14M | 0.04% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 11,590 | $2.13M | 1.36% | +5,565+92.4% | Added |
| Valeo Financial Advisors, LLC | 11,582 | $2.13M | 0.07% | +1,265+12.3% | Added |
| Siemens Fonds Invest GmbH | 11,511 | $2.12M | 0.16% | 00.0% | Unchanged |
| Paloma Partners Management Co | 11,506 | $2.12M | 0.18% | +5,854+103.6% | Added |
| Prospera Financial Services Inc | 11,471 | $2.11M | 0.06% | +693+6.4% | Added |
| Candriam Luxembourg S.C.A. | 11,472 | $2.11M | 0.01% | −688−5.7% | Reduced |
| Stonebridge Capital Advisors LLC | 11,412 | $2.10M | 0.18% | +248+2.2% | Added |
| Mizuho Securities USA LLC | 11,386 | $2.09M | 0.05% | +11,386 | New |
| Connors Investor Services Inc | 11,370 | $2.09M | 0.22% | +10,000+729.9% | Added |
| Empire Financial Management Company, LLC | 11,353 | $2.09M | 0.69% | +114+1.0% | Added |
| Oppenheimer Asset Management Inc. | 11,320 | $2.08M | 0.03% | +201+1.8% | Added |
| Knollwood Investment Advisory, LLC | 11,268 | $2.07M | 0.23% | +6,770+150.5% | Added |
| Metis Global Partners, LLC | 11,228 | $2.06M | 0.07% | +318+2.9% | Added |
| UniSuper Management Pty Ltd | 11,223 | $2.06M | 0.02% | +4,591+69.2% | Added |
| Kovitz Investment Group Partners, LLC | 11,220 | $2.06M | 0.02% | +11,220 | New |
| Kentucky Retirement Systems | 11,124 | $2.04M | 0.06% | −259−2.3% | Reduced |
| Auxier Asset Management | 11,110 | $2.04M | 0.32% | −400−3.5% | Reduced |
| Keybank National Association | 11,071 | $2.04M | 0.01% | +815+7.9% | Added |
| Cim, LLC | 10,247 | $2.03M | 0.31% | +655+6.8% | Added |
| Insight Wealth Strategies, LLC | 10,670 | $1.96M | 0.28% | +595+5.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 10,650 | $1.96M | 0.04% | −950−8.2% | Reduced |
| MBB Public Markets I LLC | 10,635 | $1.96M | 0.04% | +10,635 | New |
| Physicians Financial Services, Inc. | 10,576 | $1.94M | 0.63% | +304+3.0% | Added |
| Ami Investment Management Inc | 10,557 | $1.94M | 0.68% | +1,980+23.1% | Added |
| Wallace Capital Management Inc. | 10,525 | $1.93M | 0.28% | −50−0.5% | Reduced |
| ICW Investment Advisors LLC | 10,489 | $1.93M | 0.88% | −93−0.9% | Reduced |
| Ostrum Asset Management | 10,457 | $1.92M | 0.17% | −813−7.2% | Reduced |
| CWM, LLC | 10,446 | $1.92M | 0.01% | +1,630+18.5% | Added |
| Concurrent Investment Advisors, LLC | 10,433 | $1.92M | 0.06% | +422+4.2% | Added |
| AlphaStar Capital Management, LLC | 10,233 | $1.88M | 0.17% | +602+6.3% | Added |
| Citizens Financial Group Inc | 10,231 | $1.88M | 0.04% | −20,554−66.8% | Reduced |
| Pacific Global Investment Management CO | 10,226 | $1.88M | 0.36% | +10,226 | New |
| Brookstone Capital Management | 9,563 | $1.86M | 0.03% | +403+4.4% | Added |
| Wescott Financial Advisory Group, LLC | 10,020 | $1.84M | 0.21% | +1,848+22.6% | Added |
| Lantz Financial LLC | 10,017 | $1.84M | 0.57% | +10,017 | New |
| Westhampton Capital, LLC | 9,847 | $1.81M | 0.98% | +1,190+13.7% | 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 |
| Roundview Capital LLC | 9,837 | $1.81M | 0.14% | +1,389+16.4% | Added |
| Smithfield Trust Co | 9,719 | $1.79M | 0.09% | 00.0% | Unchanged |
| Stephens Inc | 9,711 | $1.79M | 0.03% | +542+5.9% | Added |
| Apollon Wealth Management, LLC | 9,707 | $1.78M | 0.05% | +1,786+22.5% | Added |
| Buckingham Strategic Wealth, LLC | 9,677 | $1.78M | 0.02% | +418+4.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,667 | $1.78M | 0.18% | −2,400−19.9% | Reduced |
| Belpointe Asset Management LLC | 9,662 | $1.78M | 0.12% | +9,662 | New |
| Merit Financial Group, LLC | 9,633 | $1.77M | 0.04% | +1,335+16.1% | Added |
| TD Waterhouse Canada Inc. | 9,645 | $1.76M | 0.02% | +402+4.3% | Added |
| Aurora Investment Counsel | 9,577 | $1.76M | 1.03% | −165−1.7% | Reduced |