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Livermore
Livermore
ZHEN

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 29 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, Q3 2024

Institutional positions in Hershey Co as of Sep 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
1,400
+35 vs. Q2 2024
Shares held
123.6M
+19.2M (+18.4%) vs. Q2 2024
Total value
$23.6B
+$4.40B (+22.9%) vs. Q2 2024
New holders
131
530 more added
Sold out
96
479 more reduced

19 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,400 institutions
Q1 2021: 1,007 institutionsQ2 2021: 1,040 institutionsQ3 2021: 1,040 institutionsQ4 2021: 1,138 institutionsQ1 2022: 1,191 institutionsQ2 2022: 1,212 institutionsQ3 2022: 1,228 institutionsQ4 2022: 1,294 institutionsQ1 2023: 1,337 institutionsQ2 2023: 1,357 institutionsQ3 2023: 1,301 institutionsQ4 2023: 1,352 institutionsQ1 2024: 1,362 institutionsQ2 2024: 1,384 institutionsQ3 2024: 1,400 institutionsQ4 2024: 1,349 institutionsQ1 2025: 1,348 institutionsQ2 2025: 1,314 institutionsQ3 2025: 1,360 institutionsQ4 2025: 1,415 institutionsQ1 2026: 1,480 institutionsQ2 2026: 1,417 institutions
Value heldQ3 2024: $23.6B
Q1 2021: $17.3BQ2 2021: $19.0BQ3 2021: $18.6BQ4 2021: $21.0BQ1 2022: $23.8BQ2 2022: $24.1BQ3 2022: $24.9BQ4 2022: $26.2BQ1 2023: $29.4BQ2 2023: $29.4BQ3 2023: $23.5BQ4 2023: $21.8BQ1 2024: $22.8BQ2 2024: $21.6BQ3 2024: $23.6BQ4 2024: $20.6BQ1 2025: $21.0BQ2 2025: $21.3BQ3 2025: $23.7BQ4 2025: $23.2BQ1 2026: $25.9BQ2 2026: $22.8B
Institutions holding HSY and their total value by quarter
QuarterHoldersValue
Q2 20261,417$22.8B
Q1 20261,480$25.9B
Q4 20251,415$23.2B
Q3 20251,360$23.7B
Q2 20251,314$21.3B
Q1 20251,348$21.0B
Q4 20241,349$20.6B
Q3 20241,400$23.6B
Q2 20241,384$21.6B
Q1 20241,362$22.8B
Q4 20231,352$21.8B
Q3 20231,301$23.5B
Q2 20231,357$29.4B
Q1 20231,337$29.4B
Q4 20221,294$26.2B
Q3 20221,228$24.9B
Q2 20221,212$24.1B
Q1 20221,191$23.8B
Q4 20211,138$21.0B
Q3 20211,040$18.6B
Q2 20211,040$19.0B
Q1 20211,007$17.3B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q2 2024.

Institutions holding HSY in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Householder Group Estate & Retirement Specialist, LLC3$00.00%−20−87.0%Reduced
Financial Management Professionals, Inc.2$00.00%−2−50.0%Reduced
Dogwood Wealth Management LLC0$30.00%0Unchanged
ZRC Wealth Management, LLC0$100.00%−21−100.0%Reduced
Creative Capital Management Investments LLC0$430.00%0New
Truvestments Capital LLC0$580.00%0New
Chesapeake Asset Management LLC1$1910.00%+1New
Fairscale Capital, LLC1$1920.00%00.0%Unchanged
TruNorth Capital Management, LLC1$1920.00%00.0%Unchanged
Carolina Wealth Advisors, LLC1$1920.00%00.0%Unchanged
WestEnd Advisors, LLC2$3840.00%+1+100.0%Added
Strengthening Families & Communities, LLC2$3840.00%00.0%Unchanged
PayPay Securities Corp3$5750.05%−17−85.0%Reduced
Riverview Trust Co4$7670.00%−145−97.3%Reduced
NVWM, LLC4$7670.00%00.0%Unchanged
Robbins Farley LLC5$9590.00%−4−44.4%Reduced
Wolff Wiese Magana LLC5$9590.00%00.0%Unchanged
TFC Financial Management6$1.15K0.00%00.0%Unchanged
Horizon Financial Services, LLC7$1.34K0.00%00.0%Unchanged
Creekmur Asset Management LLC9$1.73K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC9$1.73K0.00%−340−97.4%Reduced
Cherry Tree Wealth Management, LLC9$1.73K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.10$1.92K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC10$1.92K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC10$1.92K0.00%+10New
SWAN Capital LLC10$1.96K0.00%+10New
DiNuzzo Private Wealth, Inc.11$2.11K0.00%+2+22.2%Added
SJS Investment Consulting Inc.12$2.30K0.00%+2+20.0%Added
Lam Group, Inc.13$2.49K0.00%00.0%Unchanged
Aspect Partners, LLC14$2.69K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC15$2.77K0.00%+15New
Legacy Wealth Managment, LLC15$2.77K0.00%+15New
Guardian Wealth Management, Inc.15$2.88K0.00%00.0%Unchanged
Penserra Capital Management LLC18$3.00K0.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc16$3.07K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.16$3.08K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC17$3.26K0.00%−1−5.6%Reduced
Raffa Wealth Management, LLC18$3.45K0.00%00.0%Unchanged
HighMark Wealth Management LLC18$3.45K0.00%00.0%Unchanged
Knuff & Co LLC19$3.64K0.00%+19New
Abound Wealth Management20$3.84K0.00%00.0%Unchanged
Avion Wealth22$4.00K0.00%−4−15.4%Reduced
Nemes Rush Group LLC22$4.28K0.00%00.0%Unchanged
ESL Trust Services, LLC23$4.41K0.00%00.0%Unchanged
Mendota Financial Group, LLC25$4.79K0.00%−357−93.5%Reduced
FWL Investment Management, LLC25$4.79K0.00%−195−88.6%Reduced
Continuum Advisory, LLC28$5.05K0.00%+3+12.0%Added
Morton Brown Family Wealth, LLC27$5.18K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.29$5.64K0.00%00.0%Unchanged
Stephens Consulting, LLC30$5.75K0.00%00.0%Unchanged
Red Tortoise LLC32$6.14K0.00%00.0%Unchanged
Beacon Capital Management, LLC33$6.33K0.00%+9+37.5%Added
Globeflex Capital L P34$6.52K0.00%00.0%Unchanged
Kennebec Savings Bank35$6.71K0.01%+35New
American Capital Advisory, LLC35$6.71K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC36$6.91K0.00%00.0%Unchanged
Private Wealth Management Group, LLC36$6.91K0.00%00.0%Unchanged
Meeder Asset Management Inc38$7.29K0.00%+2+5.6%Added
Aspire Private Capital, LLC38$7.30K0.00%+10+35.7%Added
Barrett & Company, Inc.40$7.67K0.00%00.0%Unchanged
McIlrath & Eck, LLC40$7.67K0.00%00.0%Unchanged
Kozak & Associates, Inc.45$8.32K0.00%00.0%Unchanged
Highline Wealth Partners LLC45$8.63K0.00%+45New
ORG Partners LLC49$9.39K0.00%−24−32.9%Reduced
Hoese & Co LLP50$9.59K0.01%00.0%Unchanged
Ridgewood Investments LLC50$9.59K0.00%00.0%Unchanged
Piscataqua Savings Bank50$9.59K0.01%00.0%Unchanged
Grove Bank & Trust50$9.59K0.00%+33+194.1%Added
Coastline Trust Co50$9.59K0.00%+50New
BBJS Financial Advisors, LLC51$9.71K0.00%+1+2.0%Added
Planned Solutions, Inc.52$9.97K0.00%+52New
Insight Financial Services57$10.9K0.01%00.0%Unchanged
Close Asset Management Ltd56$11.0K0.00%00.0%Unchanged
Caitlin John, LLC60$11.1K0.01%+60New
Asset Dedication, LLC59$11.3K0.00%−1−1.7%Reduced
Rakuten Securities, Inc.60$11.5K0.01%−107−64.1%Reduced
Trifecta Capital Advisors, LLC63$12.1K0.00%00.0%Unchanged
Golden State Equity Partners64$12.3K0.00%+64New
Voisard Asset Management Group, Inc.64$12.3K0.01%+57+814.3%Added
Castleview Partners, LLC68$13.1K0.01%−140−67.3%Reduced
Eagle Bay Advisors LLC72$13.8K0.01%−3−4.0%Reduced
Addison Advisors LLC72$13.8K0.00%−24−25.0%Reduced
Criterion Capital Advisors, LLC76$14.0K0.01%00.0%Unchanged
Valley National Advisers Inc77$14.0K0.00%−33−30.0%Reduced
Baldwin Brothers Inc75$14.4K0.00%00.0%Unchanged
Kessler Investment Group, LLC75$14.4K0.01%00.0%Unchanged
New Age Alpha Advisors, LLC76$14.6K0.01%+76New
Venturi Wealth Management, LLC77$14.8K0.00%−25−24.5%Reduced
Tradewinds Capital Management, LLC78$14.9K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC78$15.0K0.00%00.0%Unchanged
GW&K Investment Management, LLC79$15.0K0.00%00.0%Unchanged
REAP Financial Group, LLC81$15.6K0.00%−3−3.6%Reduced
Plante Moran Financial Advisors, LLC95$18.2K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc96$18.4K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.191$19.0K0.02%+8+4.4%Added
Wellington Shields Capital Management, LLC100$19.2K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.100$19.2K0.01%00.0%Unchanged
CBIZ Investment Advisory Services, LLC100$19.2K0.00%00.0%Unchanged
Sittner & Nelson, LLC100$19.2K0.01%00.0%Unchanged
Financial Freedom, LLC100$19.2K0.01%00.0%Unchanged