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 28 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Castle Rock Wealth Management, LLC | 8,917 | $1.68M | 0.40% | +53+0.6% | Added |
| Thrive Capital Management, LLC | 8,760 | $1.68M | 0.79% | −565−6.1% | Reduced |
| Roundview Capital LLC | 8,804 | $1.69M | 0.12% | −1,033−10.5% | Reduced |
| Acadian Asset Management LLC | 8,831 | $1.69M | 0.01% | −152,111−94.5% | Reduced |
| Guardian Asset Advisors, LLC | 8,908 | $1.71M | 1.16% | +1,357+18.0% | Added |
| Wetherby Asset Management Inc | 8,917 | $1.71M | 0.08% | +1,351+17.9% | Added |
| Crossmark Global Holdings, Inc. | 8,956 | $1.72M | 0.03% | −893−9.1% | Reduced |
| Lafayette Investments, Inc. | 8,982 | $1.72M | 0.36% | +30.0% | Added |
| Moors & Cabot, Inc. | 9,015 | $1.73M | 0.09% | −3,077−25.4% | Reduced |
| Evexia Wealth LLC | 9,330 | $1.75M | 0.62% | −10,579−53.1% | Reduced |
| Apollon Wealth Management, LLC | 9,177 | $1.76M | 0.05% | −530−5.5% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 9,197 | $1.76M | 1.59% | −351−3.7% | Reduced |
| Hartford Investment Management Co | 9,257 | $1.78M | 0.06% | −201−2.1% | Reduced |
| Citizens Financial Group Inc | 9,337 | $1.79M | 0.04% | −894−8.7% | Reduced |
| Savant Capital, LLC | 9,382 | $1.80M | 0.01% | +1,032+12.4% | Added |
| Commerce Bank | 9,436 | $1.81M | 0.01% | +2,281+31.9% | Added |
| Stephens Inc | 9,529 | $1.83M | 0.03% | −182−1.9% | Reduced |
| Mizuho Securities USA LLC | 9,576 | $1.84M | 0.04% | −1,810−15.9% | Reduced |
| RFG Advisory, LLC | 9,596 | $1.84M | 0.06% | +593+6.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,639 | $1.85M | 0.01% | −215,618−95.7% | Reduced |
| Portfolio Design Labs, LLC | 9,659 | $1.85M | 0.52% | +9,659 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,667 | $1.85M | 0.18% | 00.0% | Unchanged |
| Wedbush Securities Inc | 9,681 | $1.86M | 0.07% | +1,641+20.4% | Added |
| Lazard Asset Management LLC | 9,698 | $1.86M | 0.00% | −4,321−30.8% | Reduced |
| Suncoast Equity Management | 9,707 | $1.86M | 0.21% | +220+2.3% | Added |
| Leavell Investment Management, Inc. | 9,744 | $1.87M | 0.09% | −100−1.0% | Reduced |
| Prosperity Consulting Group, LLC | 9,769 | $1.87M | 0.15% | −3,148−24.4% | Reduced |
| Exchange Traded Concepts, LLC | 9,836 | $1.89M | 0.04% | +1,927+24.4% | Added |
| Lederer & Associates Investment Counsel | 9,846 | $1.89M | 1.33% | +1,684+20.6% | Added |
| Westhampton Capital, LLC | 9,947 | $1.91M | 0.97% | +100+1.0% | Added |
| Wescott Financial Advisory Group, LLC | 10,001 | $1.92M | 0.21% | −19−0.2% | Reduced |
| Lantz Financial LLC | 10,028 | $1.92M | 0.52% | +11+0.1% | Added |
| Brookstone Capital Management | 10,107 | $1.94M | 0.03% | +544+5.7% | Added |
| Connors Investor Services Inc | 10,170 | $1.95M | 0.19% | −1,200−10.6% | Reduced |
| Merit Financial Group, LLC | 10,198 | $1.96M | 0.04% | +565+5.9% | Added |
| Smithfield Trust Co | 10,233 | $1.96M | 0.10% | +514+5.3% | Added |
| Cim, LLC | 10,247 | $1.97M | 0.28% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 10,288 | $1.97M | 0.06% | −836−7.5% | Reduced |
| AlphaStar Capital Management, LLC | 10,298 | $1.97M | 0.16% | +65+0.6% | Added |
| Jones Financial Companies LLLP | 10,285 | $1.99M | 0.00% | +6,252+155.0% | Added |
| Physicians Financial Services, Inc. | 10,466 | $2.01M | 0.62% | −110−1.0% | Reduced |
| Congress Wealth Management LLC | 10,559 | $2.03M | 0.03% | +7,916+299.5% | Added |
| Ostrum Asset Management | 10,586 | $2.03M | 0.17% | +129+1.2% | Added |
| Wallace Capital Management Inc. | 10,675 | $2.05M | 0.28% | +150+1.4% | Added |
| TD Waterhouse Canada Inc. | 10,679 | $2.05M | 0.02% | +1,034+10.7% | Added |
| Ami Investment Management Inc | 10,717 | $2.06M | 0.70% | +160+1.5% | Added |
| Swiss Life Asset Management Ltd | 10,734 | $2.06M | 0.02% | −7,525−41.2% | Reduced |
| ICW Investment Advisors LLC | 10,794 | $2.07M | 0.86% | +305+2.9% | Added |
| Concurrent Investment Advisors, LLC | 10,856 | $2.08M | 0.06% | +423+4.1% | Added |
| Teachers Retirement System of the State of Kentucky | 11,011 | $2.11M | 0.02% | −802−6.8% | Reduced |
| Integrated Wealth Concepts LLC | 11,073 | $2.12M | 0.03% | +3,647+49.1% | Added |
| Auxier Asset Management | 11,110 | $2.13M | 0.31% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 11,140 | $2.14M | 0.06% | +7,042+171.8% | Added |
| Valeo Financial Advisors, LLC | 11,207 | $2.15M | 0.06% | −375−3.2% | Reduced |
| Intech Investment Management LLC | 11,257 | $2.16M | 0.02% | +4,772+73.6% | Added |
| Knollwood Investment Advisory, LLC | 11,268 | $2.16M | 0.23% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 11,273 | $2.16M | 0.17% | −238−2.1% | Reduced |
| PEAK6 Investments LLC | 11,273 | $2.16M | 0.11% | +11,273 | New |
| Hazlett, Burt & Watson, Inc. | 11,315 | $2.17M | 1.00% | +1,917+20.4% | Added |
| Robeco Institutional Asset Management B.V. | 11,326 | $2.17M | 0.00% | −1,689−13.0% | Reduced |
| Oppenheimer Asset Management Inc. | 11,352 | $2.18M | 0.03% | +32+0.3% | Added |
| Stonebridge Capital Advisors LLC | 11,397 | $2.19M | 0.18% | −15−0.1% | Reduced |
| Rafferty Asset Management, LLC | 11,399 | $2.19M | 0.01% | −458−3.9% | Reduced |
| Bath Savings Trust Co | 11,504 | $2.21M | 0.22% | −755−6.2% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 11,590 | $2.22M | 1.39% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 11,643 | $2.23M | 0.06% | −505−4.2% | Reduced |
| Prospera Financial Services Inc | 11,634 | $2.23M | 0.06% | +163+1.4% | Added |
| Keybank National Association | 11,715 | $2.25M | 0.01% | +644+5.8% | Added |
| Toth Financial Advisory Corp | 11,721 | $2.25M | 0.27% | −493−4.0% | Reduced |
| Candriam Luxembourg S.C.A. | 11,803 | $2.26M | 0.01% | +331+2.9% | Added |
| Banco Santander, S.A. | 11,814 | $2.27M | 0.03% | −54,623−82.2% | Reduced |
| Metis Global Partners, LLC | 11,879 | $2.28M | 0.07% | +651+5.8% | Added |
| Captrust Financial Advisors | 11,913 | $2.28M | 0.01% | −1,166−8.9% | Reduced |
| UniSuper Management Pty Ltd | 11,960 | $2.29M | 0.02% | +737+6.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,034 | $2.31M | 0.19% | −1,485−11.0% | Reduced |
| Next Level Private LLC | 12,251 | $2.35M | 0.96% | 00.0% | Unchanged |
| Alps Advisors Inc | 12,333 | $2.37M | 0.02% | +6,129+98.8% | Added |
| Argyle Capital Management Inc. | 12,473 | $2.39M | 0.95% | −425−3.3% | Reduced |
| Panagora Asset Management Inc | 12,480 | $2.39M | 0.01% | −50.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 12,500 | $2.40M | 0.52% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 12,605 | $2.42M | 0.01% | −385−3.0% | Reduced |
| Pacific Global Investment Management CO | 12,661 | $2.43M | 0.44% | +2,435+23.8% | Added |
| Oregon Public Employees Retirement Fund | 12,685 | $2.43M | 0.05% | +27+0.2% | Added |
| NorthCrest Asset Manangement, LLC | 12,926 | $2.48M | 0.07% | +204+1.6% | Added |
| Central Trust Co | 13,018 | $2.50M | 0.06% | −1,112−7.9% | Reduced |
| 1832 Asset Management L.P. | 13,032 | $2.50M | 0.00% | −890−6.4% | Reduced |
| Greenleaf Trust | 13,033 | $2.50M | 0.02% | +266+2.1% | Added |
| Signet Financial Management, LLC | 13,084 | $2.51M | 0.32% | +86+0.7% | Added |
| Elo Mutual Pension Insurance Co | 13,113 | $2.51M | 0.05% | −911−6.5% | Reduced |
| Assetmark, Inc | 13,121 | $2.52M | 0.01% | +7,302+125.5% | Added |
| Marshall Wace, LLP | 13,215 | $2.53M | 0.00% | −94,019−87.7% | Reduced |
| Jump Financial, LLC | 13,466 | $2.58M | 0.05% | +13,466 | New |
| Bragg Financial Advisors, Inc | 13,728 | $2.63M | 0.11% | +468+3.5% | Added |
| HBW Advisory Services LLC | 13,789 | $2.64M | 0.39% | −4,684−25.4% | Reduced |
| Chesley Taft & Associates LLC | 13,819 | $2.65M | 0.13% | −65−0.5% | Reduced |
| Kestra Private Wealth Services, LLC | 13,846 | $2.66M | 0.05% | −1,198−8.0% | Reduced |
| Hennessy Advisors Inc | 13,900 | $2.67M | 0.09% | −300−2.1% | Reduced |
| Griffin Asset Management, Inc. | 14,118 | $2.71M | 0.30% | +40+0.3% | Added |
| Virtu Financial LLC | 14,170 | $2.72M | 0.15% | +6,433+83.1% | Added |
| Chilton Investment Co LLC | 14,193 | $2.72M | 0.07% | −7,362−34.2% | Reduced |