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 |
|---|---|---|---|---|---|
| Field & Main Bank | 4,295 | $789.5K | 0.30% | +388+9.9% | Added |
| Harvey Investment Co LLC | 4,274 | $786.0K | 0.09% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 4,264 | $783.9K | 0.05% | +4,264 | New |
| WESPAC Advisors, LLC | 4,248 | $780.9K | 0.61% | −1,686−28.4% | Reduced |
| Clearstead Advisors, LLC | 4,239 | $779.3K | 0.01% | +4,001+1,681.1% | Added |
| Independent Wealth Network Inc. | 4,233 | $778.2K | 0.36% | −81−1.9% | Reduced |
| Verdence Capital Advisors LLC | 4,216 | $775.0K | 0.07% | −10−0.2% | Reduced |
| United Capital Financial Advisers, LLC | 4,215 | $774.8K | 0.01% | +1,398+49.6% | Added |
| Bartlett & Co. Wealth Management LLC | 4,169 | $766.4K | 0.01% | −117−2.7% | Reduced |
| Eqis Capital Management, Inc. | 4,158 | $764.5K | 0.06% | −330−7.4% | Reduced |
| Somerset Trust Co | 4,120 | $757.4K | 0.31% | +87+2.2% | Added |
| Midland Wealth Advisors LLC | 4,110 | $755.5K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,098 | $753.4K | 0.03% | +457+12.6% | Added |
| Wealth Group, Ltd. | 4,080 | $750.0K | 0.54% | +124+3.1% | Added |
| Valley Brook Capital Group | 4,067 | $747.6K | 0.58% | +61+1.5% | Added |
| Forum Financial Management, LP | 4,066 | $747.5K | 0.01% | +44+1.1% | Added |
| Veriti Management LLC | 4,042 | $743.1K | 0.05% | −1,383−25.5% | Reduced |
| Jones Financial Companies LLLP | 4,033 | $741.4K | 0.00% | +989+32.5% | Added |
| NEOS Investment Management LLC | 4,023 | $739.5K | 0.03% | +996+32.9% | Added |
| BLB&B Advisors, LLC | 4,020 | $739.0K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,009 | $737.0K | 0.13% | +48+1.2% | Added |
| Marquette Asset Management, LLC | 4,000 | $735.3K | 0.12% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $735.3K | 0.15% | 00.0% | Unchanged |
| Gifford Fong Associates | 4,000 | $735.0K | 0.19% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,992 | $733.9K | 0.04% | +1,003+33.6% | Added |
| Dillon & Associates Inc | 3,986 | $733.0K | 0.11% | +88+2.3% | Added |
| Aptus Capital Advisors, LLC | 3,970 | $729.8K | 0.01% | +112+2.9% | Added |
| Arrow Financial Corp | 3,964 | $728.7K | 0.07% | +1,289+48.2% | Added |
| Avidian Wealth Solutions, LLC | 3,961 | $728.1K | 0.04% | −1,070−21.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,923 | $721.2K | 0.37% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,921 | $720.8K | 0.02% | +49+1.3% | Added |
| Annandale Capital, LLC | 3,900 | $717.0K | 0.15% | +3,900 | New |
| Applied Finance Capital Management, LLC | 3,899 | $716.8K | 0.03% | +3,899 | New |
| Aviso Financial Inc. | 3,900 | $716.6K | 0.04% | +3,900 | New |
| Dynamic Technology Lab Private Ltd | 3,881 | $713.0K | 0.08% | +3,881 | New |
| Napatree Capital LLC | 3,871 | $711.6K | 0.58% | +522+15.6% | Added |
| Sound View Wealth Advisors Group, LLC | 3,863 | $710.2K | 0.07% | +3+0.1% | Added |
| Los Angeles Capital Management LLC | 3,858 | $709.2K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,854 | $708.5K | 0.14% | −62−1.6% | Reduced |
| First Hawaiian Bank | 3,851 | $707.9K | 0.02% | +251+7.0% | Added |
| Valley Forge Investment Consultants Inc Adv | 3,850 | $707.7K | 0.27% | −55−1.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,850 | $707.4K | 0.06% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,847 | $707.3K | 0.18% | +150+4.1% | Added |
| Gateway Investment Advisers LLC | 3,817 | $701.7K | 0.01% | +1,154+43.3% | Added |
| Northstar Asset Management LLC | 3,800 | $698.6K | 0.17% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 3,800 | $698.6K | 0.46% | +96+2.6% | Added |
| Tokio Marine Asset Management Co Ltd | 3,800 | $698.6K | 0.03% | +222+6.2% | Added |
| Precedent Wealth Partners, LLC | 3,789 | $696.6K | 0.28% | +296+8.5% | Added |
| AE Wealth Management LLC | 3,782 | $695.2K | 0.01% | +200+5.6% | Added |
| Proequities, Inc. | 3,779 | $694.7K | 0.04% | −510−11.9% | Reduced |
| First Command Advisory Services, Inc. | 3,777 | $694.3K | 0.01% | 00.0% | Unchanged |
| Farmers Trust Co | 3,767 | $692.5K | 0.14% | −84−2.2% | Reduced |
| Money Concepts Capital Corp | 3,761 | $691.4K | 0.06% | +204+5.7% | Added |
| Weik Capital Management | 3,743 | $688.1K | 0.29% | +3,743 | New |
| Bellecapital International Ltd. | 3,735 | $686.6K | 0.15% | −601−13.9% | Reduced |
| RSM US Wealth Management LLC | 3,754 | $685.7K | 0.01% | +3,754 | New |
| Ritholtz Wealth Management | 3,725 | $684.8K | 0.02% | −134−3.5% | Reduced |
| HM Payson & Co | 3,687 | $677.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,667 | $674.1K | 0.05% | +3,667 | New |
| Woodstock Corp | 3,666 | $673.9K | 0.07% | +1,451+65.5% | Added |
| Glenview Trust Co | 3,655 | $671.9K | 0.01% | +44+1.2% | Added |
| KFG Wealth Management, LLC | 3,649 | $670.8K | 0.27% | +62+1.7% | Added |
| Schulhoff & Co Inc | 3,631 | $667.5K | 0.30% | +925+34.2% | Added |
| Cassaday & Co Wealth Management LLC | 3,622 | $665.9K | 0.02% | +16+0.4% | Added |
| Cullen/Frost Bankers, Inc. | 3,620 | $665.5K | 0.01% | +1,413+64.0% | Added |
| EP Wealth Advisors, LLC | 3,613 | $664.2K | 0.01% | +380+11.8% | Added |
| Morningstar Investment Management LLC | 3,594 | $661.0K | 0.07% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 3,592 | $660.3K | 0.38% | +648+22.0% | Added |
| Klingman & Associates, LLC | 3,500 | $643.4K | 0.04% | +9+0.3% | Added |
| World Equity Group, Inc. | 3,457 | $635.5K | 0.19% | +136+4.1% | Added |
| Peregrine Asset Advisers, Inc. | 3,444 | $633.1K | 0.25% | +78+2.3% | Added |
| KG&L Capital Management,LLC | 3,424 | $629.4K | 0.22% | +1,431+71.8% | Added |
| Ade, LLC | 3,420 | $628.7K | 0.42% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 3,411 | $627.1K | 0.30% | +199+6.2% | Added |
| CAPROCK Group, Inc. | 3,402 | $625.4K | 0.03% | +2,047+151.1% | Added |
| Systematic Alpha Investments, LLC | 3,401 | $625.2K | 0.02% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 3,400 | $625.0K | 0.45% | −100−2.9% | Reduced |
| Hixon Zuercher, LLC | 3,370 | $619.5K | 0.26% | +3,370 | New |
| Wellington Management Group LLP | 3,348 | $615.5K | 0.00% | −8,177−71.0% | Reduced |
| Resources Investment Advisors, LLC. | 3,339 | $613.7K | 0.01% | +501+17.7% | Added |
| Investment Management Corp of Ontario | 3,331 | $612.3K | 0.02% | −2,349−41.4% | Reduced |
| AMF Pensionsforsakring AB | 3,330 | $612.2K | 0.00% | +3,330 | New |
| Tarbox Family Office, Inc. | 3,309 | $608.4K | 0.11% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,301 | $606.0K | 0.06% | −13,335−80.2% | Reduced |
| West Family Investments, Inc. | 3,266 | $600.4K | 0.18% | −287−8.1% | Reduced |
| Syon Capital LLC | 3,262 | $599.7K | 0.06% | −4−0.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,250 | $597.4K | 0.14% | 00.0% | Unchanged |
| Old National Bancorp | 3,244 | $596.3K | 0.01% | +1,036+46.9% | Added |
| Unigestion Holding SA | 3,193 | $595.3K | 0.03% | −467−12.8% | Reduced |
| Allworth Financial LP | 3,102 | $592.9K | 0.00% | −2,329−42.9% | Reduced |
| Abn Amro Investment Solutions | 3,225 | $592.9K | 0.01% | +3,225 | New |
| Sumitomo Life Insurance Co | 3,217 | $591.4K | 0.01% | −408−11.3% | Reduced |
| America First Investment Advisors, LLC | 3,217 | $591.4K | 0.15% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,213 | $590.6K | 0.14% | +104+3.3% | Added |
| Summit Financial, LLC | 3,209 | $589.9K | 0.03% | +1,441+81.5% | Added |
| Axq Capital, LP | 3,200 | $588.3K | 0.14% | −2,800−46.7% | Reduced |
| Cassia Capital Partners, LLC | 3,192 | $586.8K | 0.39% | +319+11.1% | Added |
| First National Trust Co | 3,190 | $586.4K | 0.02% | −57−1.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 3,182 | $585.0K | 0.28% | +3,182 | New |
| Stableford Capital II LLC | 3,003 | $582.6K | 0.23% | +38+1.3% | Added |