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.
| 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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 14,200 | $2.72M | 0.01% | +5,763+68.3% | Added |
| Mount Yale Investment Advisors, LLC | 14,247 | $2.73M | 0.26% | −326−2.2% | Reduced |
| Prudential PLC | 14,304 | $2.74M | 0.01% | −57,010−79.9% | Reduced |
| Legacy Wealth Management, LLC | 14,355 | $2.75M | 1.01% | −235−1.6% | Reduced |
| Azimuth Capital Investment Management LLC | 14,355 | $2.75M | 0.11% | +100+0.7% | Added |
| Alliance Wealth Advisors, LLC | 14,395 | $2.76M | 0.73% | +801+5.9% | Added |
| Palisade Asset Management, LLC | 14,425 | $2.77M | 0.27% | +2,600+22.0% | Added |
| Summit Place Financial Advisors, LLC | 14,543 | $2.79M | 1.56% | −571−3.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,752 | $2.83M | 0.03% | +627+4.4% | Added |
| Empire Financial Management Company, LLC | 14,956 | $2.87M | 0.88% | +3,603+31.7% | Added |
| Umb Bank N A | 15,212 | $2.92M | 0.05% | +822+5.7% | Added |
| Concorde Financial Corp | 15,228 | $2.92M | 1.72% | −402−2.6% | Reduced |
| Pacer Advisors, Inc. | 15,385 | $2.95M | 0.01% | −10,335−40.2% | Reduced |
| Longbow Finance SA | 15,462 | $2.97M | 0.32% | −13,081−45.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,053 | $2.99M | 0.03% | −971−5.7% | Reduced |
| Ossiam | 15,590 | $2.99M | 0.06% | −353−2.2% | Reduced |
| International Assets Investment Management, LLC | 573,643 | $2.99M | 0.01% | +571,766+30,461.7% | Added |
| Rockefeller Capital Management L.P. | 15,706 | $3.01M | 0.01% | −205−1.3% | Reduced |
| Eukles Asset Management | 15,717 | $3.01M | 1.21% | −24−0.2% | Reduced |
| Pittenger & Anderson Inc | 15,730 | $3.02M | 0.11% | +90+0.6% | Added |
| Eliot Finkel Investment Counsel, LLC | 15,760 | $3.02M | 1.85% | +3,985+33.8% | Added |
| Colonial Trust Co | 15,796 | $3.03M | 0.47% | +272+1.8% | Added |
| JustInvest LLC | 15,898 | $3.05M | 0.05% | +593+3.9% | Added |
| Alaska Permanent Fund Corp | 16,075 | $3.08M | 0.05% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 16,098 | $3.09M | 0.25% | +604+3.9% | Added |
| 44 Wealth Management LLC | 17,261 | $3.14M | 1.11% | +17,261 | New |
| Wealthfront Advisers LLC | 16,631 | $3.19M | 0.01% | −716−4.1% | Reduced |
| Sanctuary Advisors, LLC | 18,252 | $3.19M | 0.02% | −8,773−32.5% | Reduced |
| Neuberger Berman Group LLC | 16,643 | $3.19M | 0.00% | −634−3.7% | Reduced |
| Dana Investment Advisors, Inc. | 16,680 | $3.20M | 0.11% | +595+3.7% | Added |
| Axxcess Wealth Management, LLC | 16,871 | $3.24M | 0.08% | +131+0.8% | Added |
| CIBC Private Wealth Group, LLC | 16,991 | $3.26M | 0.01% | +576+3.5% | Added |
| Avantax Advisory Services, Inc. | 17,020 | $3.26M | 0.02% | +1,020+6.4% | Added |
| Amica Mutual Insurance Co | 17,075 | $3.27M | 0.32% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 17,103 | $3.28M | 1.00% | −160−0.9% | Reduced |
| Culbertson A N & Co Inc | 17,166 | $3.29M | 0.53% | −271−1.6% | Reduced |
| Morgan Dempsey Capital Management LLC | 17,289 | $3.32M | 1.14% | −2,036−10.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18,211 | $3.32M | 0.03% | +2,495+15.9% | Added |
| Beacon Pointe Advisors, LLC | 17,377 | $3.33M | 0.04% | −4,873−21.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 17,441 | $3.34M | 0.31% | +542+3.2% | Added |
| Poehling Capital Management, LLC | 17,551 | $3.37M | 0.86% | +57+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 17,609 | $3.38M | 0.01% | +9,129+107.7% | Added |
| Martin Capital Partners, LLC | 17,648 | $3.38M | 1.67% | −5,573−24.0% | Reduced |
| Fort Pitt Capital Group, LLC | 17,862 | $3.43M | 0.10% | +17,862 | New |
| GPM Growth Investors, Inc. | 17,923 | $3.44M | 1.43% | −777−4.2% | Reduced |
| Absher Wealth Management, LLC | 18,036 | $3.46M | 0.45% | +900+5.3% | Added |
| Daiwa Securities Group Inc. | 18,127 | $3.48M | 0.02% | +1,877+11.6% | Added |
| Achmea Investment Management B.V. | 18,149 | $3.48M | 0.06% | +2,004+12.4% | Added |
| Mutual of America Capital Management LLC | 18,161 | $3.48M | 0.04% | −434−2.3% | Reduced |
| Carret Asset Management, LLC | 18,200 | $3.49M | 0.38% | −600−3.2% | Reduced |
| Sage Capital Advisors,llc | 18,299 | $3.51M | 0.92% | +104+0.6% | Added |
| American Trust | 18,855 | $3.62M | 0.30% | −4,144−18.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,859 | $3.62M | 0.00% | +2,213+13.3% | Added |
| Nissay Asset Management Corp | 18,862 | $3.62M | 0.02% | +305+1.6% | Added |
| Bank of Nova Scotia | 18,897 | $3.62M | 0.01% | +3,381+21.8% | Added |
| Donaldson Capital Management, LLC | 19,352 | $3.71M | 0.14% | +181+0.9% | Added |
| Hamilton Point Investment Advisors, LLC | 19,429 | $3.73M | 0.67% | −560−2.8% | Reduced |
| Virginia Wealth Management Group, Inc. | 19,456 | $3.73M | 2.34% | +4,587+30.8% | Added |
| Snowden Capital Advisors LLC | 19,481 | $3.74M | 0.11% | +429+2.3% | Added |
| Parallax Volatility Advisers, L.P. | 19,498 | $3.74M | 0.10% | −9,961−33.8% | Reduced |
| Coston, McIsaac & Partners | 19,735 | $3.78M | 1.07% | +582+3.0% | Added |
| Bright Rock Capital Management, LLC | 20,000 | $3.84M | 0.77% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 20,029 | $3.84M | 0.04% | −3,745−15.8% | Reduced |
| Peapack Gladstone Financial Corp | 20,160 | $3.87M | 0.06% | −654−3.1% | Reduced |
| Carderock Capital Management Inc | 20,398 | $3.91M | 0.92% | +2,439+13.6% | Added |
| Ironwood Investment Counsel, LLC | 20,465 | $3.92M | 0.65% | +655+3.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,574 | $3.95M | 0.04% | −66−0.3% | Reduced |
| AMG National Trust Bank | 20,584 | $3.95M | 0.11% | −78−0.4% | Reduced |
| Geneos Wealth Management Inc. | 20,600 | $3.95M | 0.15% | +1,750+9.3% | Added |
| DT Investment Partners, LLC | 20,685 | $3.97M | 0.32% | +40+0.2% | Added |
| Mesirow Financial Investment Management, Inc. | 20,694 | $3.97M | 0.08% | +523+2.6% | Added |
| Insight Wealth Strategies, LLC | 20,704 | $3.97M | 0.52% | +10,034+94.0% | Added |
| Public Employees Retirement Association of Colorado | 20,706 | $3.97M | 0.02% | −61−0.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 20,730 | $3.98M | 0.12% | +7,835+60.8% | Added |
| ProShare Advisors LLC | 20,802 | $3.99M | 0.01% | −6,402−23.5% | Reduced |
| Wolverine Trading, LLC | 20,795 | $4.02M | 0.10% | −870−4.0% | Reduced |
| Fluent Financial, LLC | 20,985 | $4.02M | 1.94% | −389−1.8% | Reduced |
| Liberty One Investment Management, LLC | 20,992 | $4.03M | 0.41% | +1,299+6.6% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $4.03M | 0.99% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 21,333 | $4.09M | 1.31% | +834+4.1% | Added |
| Kestra Advisory Services, LLC | 21,644 | $4.15M | 0.02% | −2,127−8.9% | Reduced |
| Hohimer Wealth Management, LLC | 21,648 | $4.15M | 0.89% | +32+0.1% | Added |
| Xponance, Inc. | 21,941 | $4.21M | 0.04% | +101+0.5% | Added |
| Yacktman Asset Management LP | 21,950 | $4.21M | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 22,169 | $4.25M | 0.59% | −2,483−10.1% | Reduced |
| First Manhattan Co | 22,176 | $4.25M | 0.01% | +7,945+55.8% | Added |
| Fragasso Group Inc. | 22,184 | $4.25M | 0.33% | +900+4.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 22,227 | $4.26M | 0.85% | +242+1.1% | Added |
| New York Life Investment Management LLC | 22,395 | $4.29M | 0.04% | −188−0.8% | Reduced |
| Brinker Capital Investments, LLC | 22,717 | $4.36M | 0.04% | −132−0.6% | Reduced |
| Orion Portfolio Solutions, LLC | 22,717 | $4.36M | 0.04% | −132−0.6% | Reduced |
| Atria Wealth Solutions, Inc. | 22,848 | $4.38M | 0.05% | −1,372−5.7% | Reduced |
| MML Investors Services, LLC | 23,302 | $4.47M | 0.02% | −232−1.0% | Reduced |
| D.A. Davidson & Co. | 23,425 | $4.49M | 0.04% | −4,481−16.1% | Reduced |
| Country Club Bank | 23,357 | $4.52M | 0.30% | +562+2.5% | Added |
| Bokf, NA | 23,800 | $4.55M | 0.08% | −1,987−7.7% | Reduced |
| Ancora Advisors, LLC | 23,826 | $4.57M | 0.10% | −463−1.9% | Reduced |
| Fiduciary Trust Co | 23,957 | $4.59M | 0.06% | −100−0.4% | Reduced |
| Utah Retirement Systems | 24,194 | $4.64M | 0.05% | −100−0.4% | Reduced |
| Pathstone Holdings, LLC | 24,222 | $4.65M | 0.02% | +3,311+15.8% | Added |