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 |
|---|---|---|---|---|---|
| Spears Abacus Advisors LLC | 3,159 | $580.7K | 0.01% | −21−0.7% | Reduced |
| Fisher Asset Management, LLC | 3,145 | $578.3K | 0.00% | +3,145 | New |
| Oakworth Capital, Inc. | 3,109 | $571.5K | 0.04% | +33+1.1% | Added |
| Lido Advisors, LLC | 3,096 | $569.3K | 0.00% | +542+21.2% | Added |
| Ballentine Partners, LLC | 3,091 | $568.2K | 0.01% | −4,043−56.7% | Reduced |
| Florida Financial Advisors, LLC | 3,090 | $568.0K | 0.34% | +1,287+71.4% | Added |
| Old Point Trust & Financial Services N A | 3,082 | $566.6K | 0.22% | +420+15.8% | Added |
| Heritage Wealth Management, LLC | 3,055 | $561.6K | 0.31% | −241−7.3% | Reduced |
| Heritage Family Offices, LLP | 3,055 | $561.6K | 0.31% | +3,055 | New |
| GAMMA Investing LLC | 3,049 | $560.5K | 0.08% | +978+47.2% | Added |
| Sandy Spring Bank | 3,042 | $559.2K | 0.02% | −105−3.3% | Reduced |
| Banque Cantonale Vaudoise | 3,033 | $558.0K | 0.02% | +1,303+75.3% | Added |
| Univest Financial Corp | 3,027 | $556.5K | 0.15% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 3,025 | $556.1K | 0.17% | −100−3.2% | Reduced |
| Argent Trust Co | 3,022 | $555.5K | 0.02% | 00.0% | Unchanged |
| Agf Management Ltd | 3,005 | $552.4K | 0.00% | +3,005 | New |
| Levin Capital Strategies, L.P. | 3,000 | $551.5K | 0.06% | −1,500−33.3% | Reduced |
| Symmetry Investments LP | 3,000 | $551.5K | 0.07% | +3,000 | New |
| Lincoln Capital LLC | 2,998 | $551.0K | 0.12% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,990 | $550.0K | 0.03% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,981 | $548.1K | 0.06% | −38−1.3% | Reduced |
| Silver Coast Investments LLC | 2,959 | $544.0K | 0.22% | +169+6.1% | Added |
| Zimmermann Investment Management & Planning LLC | 2,941 | $540.7K | 0.18% | −113−3.7% | Reduced |
| Hardman Johnston Global Advisors LLC | 2,900 | $533.1K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,890 | $531.3K | 0.08% | +35+1.2% | Added |
| Essex Financial Services, Inc. | 2,613 | $527.7K | 0.04% | +232+9.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,868 | $527.2K | 0.01% | −1,921−40.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,840 | $521.9K | 0.02% | −49−1.7% | Reduced |
| Quadcap Wealth Management, LLC | 2,835 | $521.2K | 0.09% | +2,835 | New |
| National Asset Management, Inc. | 2,829 | $520.0K | 0.01% | +841+42.3% | Added |
| Robertson Stephens Wealth Management, LLC | 2,824 | $519.2K | 0.03% | −18−0.6% | Reduced |
| Mutual Advisors, LLC | 2,664 | $513.0K | 0.02% | −6,972−72.4% | Reduced |
| HBK Sorce Advisory LLC | 2,787 | $512.3K | 0.02% | −529−16.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,786 | $512.0K | 0.00% | −249,981−98.9% | Reduced |
| RMB Capital Management, LLC | 2,771 | $509.4K | 0.01% | −482−14.8% | Reduced |
| First American Trust, FSB | 2,770 | $509.2K | 0.05% | 00.0% | Unchanged |
| Hudock, Inc. | 2,754 | $506.4K | 0.09% | +14+0.5% | Added |
| Wealth Alliance | 2,747 | $504.9K | 0.07% | +1,705+163.6% | Added |
| Daymark Wealth Partners, LLC | 2,746 | $504.8K | 0.02% | +624+29.4% | Added |
| Douglass Winthrop Advisors, LLC | 2,725 | $500.9K | 0.01% | +10+0.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,712 | $499.0K | 0.01% | −2,304−45.9% | Reduced |
| Zhang Financial LLC | 2,713 | $498.7K | 0.03% | +30+1.1% | Added |
| Weatherly Asset Management L. P. | 2,705 | $497.3K | 0.05% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 2,701 | $496.5K | 0.06% | −32−1.2% | Reduced |
| Somerville Kurt F | 2,700 | $496.3K | 0.08% | 00.0% | Unchanged |
| Tower Bridge Advisors | 2,700 | $496.3K | 0.06% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,700 | $496.3K | 0.02% | 00.0% | Unchanged |
| Capital World Investors | 2,700 | $496.3K | 0.00% | +2,700 | New |
| Independent Financial Group, LLC | 2,686 | $493.8K | 0.02% | +1,206+81.5% | Added |
| Keeler Thomas Management LLC | 2,669 | $490.6K | 0.17% | −466−14.9% | Reduced |
| Meeder Advisory Services, Inc. | 2,665 | $489.9K | 0.03% | +1,010+61.0% | Added |
| Prime Capital Investment Advisors, LLC | 2,661 | $489.2K | 0.01% | −649−19.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,656 | $488.3K | 0.02% | +557+26.5% | Added |
| Congress Wealth Management LLC | 2,643 | $485.9K | 0.01% | +113+4.5% | Added |
| Atwater Malick LLC | 2,632 | $483.8K | 0.17% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,631 | $483.7K | 0.02% | +59+2.3% | Added |
| Trust Co of Vermont | 2,629 | $483.3K | 0.03% | +82+3.2% | Added |
| Tompkins Financial Corp | 2,626 | $482.7K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,610 | $479.8K | 0.05% | +12+0.5% | Added |
| E. Ohman J:or Asset Management AB | 2,600 | $478.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,579 | $474.1K | 0.01% | −772−23.0% | Reduced |
| StoneX Group Inc. | 2,578 | $474.0K | 0.04% | +201+8.5% | Added |
| Nicholas Hoffman & Company, LLC. | 2,577 | $473.8K | 0.02% | −246−8.7% | Reduced |
| Stablepoint Partners, LLC | 2,451 | $472.0K | 0.09% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 2,559 | $470.4K | 0.11% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,559 | $470.4K | 0.06% | +1,040+68.5% | Added |
| HB Wealth Management, LLC | 2,554 | $469.6K | 0.01% | +690+37.0% | Added |
| We Are One Seven, LLC | 2,552 | $469.2K | 0.02% | +391+18.1% | Added |
| Jaffetilchin Investment Partners, LLC | 2,542 | $467.2K | 0.04% | +2,542 | New |
| Columbia Asset Management | 2,524 | $464.0K | 0.09% | −11−0.4% | Reduced |
| Level Four Advisory Services, LLC | 2,520 | $463.3K | 0.02% | −142−5.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,510 | $461.5K | 0.03% | −25−1.0% | Reduced |
| Founders Financial Securities LLC | 2,503 | $460.1K | 0.04% | +103+4.3% | Added |
| Koshinski Asset Management, Inc. | 2,517 | $460.1K | 0.04% | +523+26.2% | Added |
| Gabelli Funds LLC | 2,500 | $459.6K | 0.00% | +2,500 | New |
| Pettyjohn, Wood & White, Inc | 2,475 | $455.0K | 0.09% | +2,475 | New |
| Archer Investment Corp | 2,465 | $453.1K | 0.13% | +10+0.4% | Added |
| Cardiff Park Advisors, LLC | 2,455 | $451.4K | 0.04% | +16+0.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,455 | $451.3K | 0.00% | +1,940+376.7% | Added |
| Forte Capital LLC | 2,439 | $448.4K | 0.05% | +35+1.5% | Added |
| Good Life Advisors, LLC | 2,428 | $446.3K | 0.04% | +81+3.5% | Added |
| Maven Securities LTD | 2,409 | $442.8K | 0.07% | −4,889−67.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,217 | $437.8K | 0.03% | +180+8.8% | Added |
| Essex Savings Bank | 2,380 | $437.5K | 0.12% | +339+16.6% | Added |
| LifeGuide Financial Advisors, LLC | 2,380 | $437.5K | 0.21% | +2+0.1% | Added |
| American National Bank | 2,341 | $430.3K | 0.05% | +1,656+241.8% | Added |
| Duncker Streett & Co Inc | 2,292 | $421.3K | 0.08% | 00.0% | Unchanged |
| Northeast Investment Management | 2,291 | $421.2K | 0.02% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,267 | $416.7K | 0.07% | +42+1.9% | Added |
| TRUE Private Wealth Advisors | 2,265 | $416.4K | 0.05% | +242+12.0% | Added |
| Edge Financial Advisors LLC | 2,265 | $416.3K | 0.43% | −173−7.1% | Reduced |
| Lakeview Capital Partners, LLC | 2,113 | $411.0K | 0.07% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,231 | $410.1K | 0.02% | −98−4.2% | Reduced |
| Associated Banc-Corp | 2,228 | $409.6K | 0.01% | −13−0.6% | Reduced |
| Cypress Capital Group | 2,220 | $408.1K | 0.05% | −1,545−41.0% | Reduced |
| Integrated Advisors Network LLC | 2,216 | $407.3K | 0.02% | +326+17.2% | Added |
| Coldstream Capital Management Inc | 2,214 | $407.1K | 0.01% | +397+21.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,205 | $405.4K | 0.02% | +2,205 | New |
| Ingalls & Snyder LLC | 2,203 | $405.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,202 | $404.8K | 0.01% | +1,501+214.1% | Added |