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 |
|---|---|---|---|---|---|
| Weaver C. Barksdale & Associates, Inc. | 9,548 | $1.76M | 1.67% | −181−1.9% | Reduced |
| Suncoast Equity Management | 9,487 | $1.74M | 0.19% | −3,560−27.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 9,471 | $1.74M | 0.09% | +9,471 | New |
| Hartford Investment Management Co | 9,458 | $1.74M | 0.06% | −219−2.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 9,398 | $1.73M | 0.89% | +3,160+50.7% | Added |
| Thrive Capital Management, LLC | 9,325 | $1.71M | 0.78% | +3,427+58.1% | Added |
| Quantinno Capital Management LP | 9,164 | $1.68M | 0.03% | −1,310−12.5% | Reduced |
| Herold Advisors, Inc. | 9,088 | $1.67M | 0.39% | +1,013+12.5% | Added |
| RFG Advisory, LLC | 9,003 | $1.66M | 0.05% | +4,616+105.2% | Added |
| Lafayette Investments, Inc. | 8,979 | $1.65M | 0.38% | −175−1.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 8,956 | $1.65M | 1.01% | +398+4.7% | Added |
| Arthur M. Cohen & Associates, LLC | 8,942 | $1.64M | 0.30% | −2,532−22.1% | Reduced |
| Castle Rock Wealth Management, LLC | 8,864 | $1.62M | 0.40% | +30.0% | Added |
| Shelton Capital Management | 8,741 | $1.61M | 0.04% | 00.0% | Unchanged |
| LCNB Corp | 8,658 | $1.59M | 0.59% | 00.0% | Unchanged |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,652 | $1.59M | 1.15% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 8,583 | $1.58M | 0.87% | +105+1.2% | Added |
| Thrivent Financial for Lutherans | 8,578 | $1.58M | 0.00% | −5,634−39.6% | Reduced |
| Clear Rock Advisors, LLC | 8,556 | $1.57M | 0.67% | +968+12.8% | Added |
| Howland Capital Management LLC | 8,523 | $1.57M | 0.07% | −1,200−12.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,480 | $1.56M | 0.00% | −1,228−12.6% | Reduced |
| Ethic Inc. | 8,466 | $1.56M | 0.04% | +1,382+19.5% | Added |
| Securian Asset Management, Inc | 8,443 | $1.55M | 0.05% | −323−3.7% | Reduced |
| Two Sigma Investments, LP | 8,437 | $1.55M | 0.00% | −849,133−99.0% | Reduced |
| Louisiana State Employees Retirement System | 8,400 | $1.54M | 0.03% | −300−3.4% | Reduced |
| Settian Capital LP | 8,400 | $1.54M | 1.13% | 00.0% | Unchanged |
| Savant Capital, LLC | 8,350 | $1.53M | 0.02% | +359+4.5% | Added |
| Hudson Canyon Capital Management | 8,230 | $1.51M | 1.02% | +530+6.9% | Added |
| Lederer & Associates Investment Counsel | 8,162 | $1.50M | 1.09% | −426−5.0% | Reduced |
| Modera Wealth Management, LLC | 8,145 | $1.50M | 0.02% | −119−1.4% | Reduced |
| Huntington National Bank | 8,132 | $1.49M | 0.01% | −266−3.2% | Reduced |
| Cornerstone Advisors, LLC | 8,100 | $1.49M | 0.06% | −1,000−11.0% | Reduced |
| Kingsview Wealth Management, LLC | 8,071 | $1.48M | 0.04% | +171+2.2% | Added |
| Wedbush Securities Inc | 8,040 | $1.48M | 0.05% | +1,347+20.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 8,000 | $1.47M | 0.24% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 7,999 | $1.47M | 0.05% | −575−6.7% | Reduced |
| Inscription Capital, LLC | 7,962 | $1.46M | 0.24% | −95−1.2% | Reduced |
| Exchange Traded Concepts, LLC | 7,909 | $1.45M | 0.04% | +2,234+39.4% | Added |
| Plato Investment Management Ltd | 7,881 | $1.45M | 0.13% | +258+3.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,842 | $1.44M | 0.60% | 00.0% | Unchanged |
| Adviser Investments LLC | 7,833 | $1.44M | 0.02% | +536+7.3% | Added |
| Keebeck Wealth Management, LLC | 7,809 | $1.44M | 0.21% | −102−1.3% | Reduced |
| Fortis Capital Advisors, LLC | 7,754 | $1.43M | 0.51% | +7,754 | New |
| Virtu Financial LLC | 7,737 | $1.42M | 0.10% | −3,585−31.7% | Reduced |
| Farther Finance Advisors, LLC | 7,791 | $1.42M | 0.07% | +2,668+52.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,730 | $1.42M | 0.07% | −2,331−23.2% | Reduced |
| Asset Advisors Investment Management, LLC | 7,700 | $1.42M | 0.15% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 7,499 | $1.40M | 0.08% | −248,948−97.1% | Reduced |
| Commonwealth Retirement Investments LLC | 7,600 | $1.40M | 0.64% | +623+8.9% | Added |
| New Mexico Educational Retirement Board | 7,578 | $1.39M | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,566 | $1.39M | 0.07% | +532+7.6% | Added |
| J.W. Cole Advisors, Inc. | 7,564 | $1.39M | 0.07% | +5,044+200.2% | Added |
| Guardian Asset Advisors, LLC | 7,551 | $1.39M | 1.02% | +833+12.4% | Added |
| Clearbridge Investments, LLC | 7,540 | $1.39M | 0.00% | −770−9.3% | Reduced |
| OV Management LLC | 7,505 | $1.38M | 0.96% | +105+1.4% | Added |
| Integrated Wealth Concepts LLC | 7,426 | $1.37M | 0.02% | +880+13.4% | Added |
| Ferguson Wellman Capital Management, Inc | 7,350 | $1.35M | 0.03% | −62−0.8% | Reduced |
| Burns J W & Co Inc | 7,297 | $1.34M | 0.18% | +155+2.2% | Added |
| Arnhold LLC | 7,279 | $1.34M | 0.14% | 00.0% | Unchanged |
| Toroso Investments, LLC | 7,277 | $1.34M | 0.02% | −4,592−38.7% | Reduced |
| Tower Research Capital LLC (TRC) | 7,233 | $1.33M | 0.02% | +1,622+28.9% | Added |
| Williams Jones Wealth Management, LLC. | 7,210 | $1.33M | 0.02% | 00.0% | Unchanged |
| Wealthquest Corp | 7,201 | $1.32M | 0.14% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 7,176 | $1.32M | 0.13% | −98−1.3% | Reduced |
| Commerce Bank | 7,155 | $1.32M | 0.01% | −742−9.4% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 7,138 | $1.31M | 1.17% | +3,177+80.2% | Added |
| CX Institutional | 7,108 | $1.31M | 0.06% | −509−6.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 7,079 | $1.30M | 0.22% | +1,288+22.2% | Added |
| William Allan, LLC | 7,076 | $1.30M | 0.87% | +7,076 | New |
| Scientech Research LLC | 7,077 | $1.30M | 0.27% | +2,671+60.6% | Added |
| Summit Global Investments | 7,020 | $1.29M | 0.09% | −77,546−91.7% | Reduced |
| Tiaa Trust, National Association | 7,001 | $1.29M | 0.00% | +86+1.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,970 | $1.28M | 0.01% | +144+2.1% | Added |
| Kerusso Capital Management LLC | 6,919 | $1.27M | 0.92% | +6,919 | New |
| Capstone Investment Advisors, LLC | 6,888 | $1.27M | 0.03% | +3,214+87.5% | Added |
| Allianz SE | 6,872 | $1.26M | 0.04% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 6,867 | $1.26M | 0.02% | −18,117−72.5% | Reduced |
| Allegheny Financial Group LTD | 6,857 | $1.26M | 0.36% | +23+0.3% | Added |
| Econ Financial Services Corp | 6,818 | $1.25M | 0.78% | +140+2.1% | Added |
| London Co of Virginia | 6,808 | $1.25M | 0.01% | −25−0.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 6,800 | $1.25M | 0.34% | +6,800 | New |
| Pensionfund Sabic | 6,700 | $1.23M | 0.36% | 00.0% | Unchanged |
| Financial Counselors Inc | 6,627 | $1.22M | 0.02% | −5−0.1% | Reduced |
| Gouws Capital LLC | 6,600 | $1.21M | 0.87% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 6,574 | $1.21M | 0.13% | +228+3.6% | Added |
| Allen Investment Management LLC | 6,520 | $1.20M | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,515 | $1.20M | 0.01% | −6,032−48.1% | Reduced |
| PFG Advisors | 6,502 | $1.20M | 0.08% | −525−7.5% | Reduced |
| Intech Investment Management LLC | 6,485 | $1.19M | 0.01% | −18,664−74.2% | Reduced |
| RB Capital Management, LLC | 6,484 | $1.19M | 0.30% | −55−0.8% | Reduced |
| Smith, Moore & Co. | 6,437 | $1.18M | 0.12% | +240+3.9% | Added |
| NFJ Investment Group, LLC | 6,423 | $1.18M | 0.04% | −79−1.2% | Reduced |
| QRG Capital Management, Inc. | 6,400 | $1.18M | 0.01% | −354−5.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,392 | $1.18M | 0.01% | −651−9.2% | Reduced |
| Harvest Investment Advisors, LLC | 6,377 | $1.17M | 0.86% | +6,377 | New |
| Change Path, LLC | 6,344 | $1.17M | 0.06% | −614−8.8% | Reduced |
| Rakuten Investment Management, Inc. | 6,309 | $1.16M | 0.01% | +2,279+56.6% | Added |
| Haverford Trust Co | 6,298 | $1.16M | 0.01% | +947+17.7% | Added |
| Wendell David Associates Inc | 6,251 | $1.15M | 0.12% | −3,840−38.1% | Reduced |
| Alps Advisors Inc | 6,204 | $1.14M | 0.01% | −21−0.3% | Reduced |