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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 126,023 | $24.2M | 0.12% | −4,734−3.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 126,820 | $24.3M | 1.37% | +6,476+5.4% | Added |
| SG Americas Securities, LLC | 130,746 | $25.1M | 0.10% | +98,968+311.4% | Added |
| Nordea Investment Management AB | 130,865 | $25.3M | 0.03% | −272,107−67.5% | Reduced |
| State Board of Administration of Florida Retirement System | 133,486 | $25.6M | 0.05% | +3,520+2.7% | Added |
| Swedbank AB | 135,898 | $26.1M | 0.03% | +4,124+3.1% | Added |
| Davis R M Inc | 136,632 | $26.2M | 0.51% | −4,313−3.1% | Reduced |
| Check Capital Management Inc | 137,662 | $26.4M | 1.88% | +792+0.6% | Added |
| Van Hulzen Asset Management, LLC | 138,197 | $26.5M | 1.92% | −17,096−11.0% | Reduced |
| Scout Investments, Inc. | 143,456 | $26.7M | 0.70% | +25,140+21.2% | Added |
| Deprince Race & Zollo Inc | 139,142 | $26.7M | 0.51% | −1,828−1.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 139,185 | $26.7M | 0.05% | +45,100+47.9% | Added |
| Baillie Gifford & Co | 143,765 | $27.6M | 0.02% | −246−0.2% | Reduced |
| New York State Common Retirement Fund | 148,356 | $28.5M | 0.04% | −25,500−14.7% | Reduced |
| Citigroup Inc | 150,412 | $28.8M | 0.03% | −6,298−4.0% | Reduced |
| Ensign Peak Advisors, Inc | 152,924 | $29.3M | 0.05% | +6,912+4.7% | Added |
| Rheos Capital Works Inc. | 154,000 | $29.5M | 1.54% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 160,196 | $30.7M | 0.05% | +64,368+67.2% | Added |
| Korea Investment CORP | 160,327 | $30.7M | 0.07% | −29,467−15.5% | Reduced |
| Victory Capital Management Inc | 160,807 | $30.8M | 0.03% | +61,765+62.4% | Added |
| Janney Montgomery Scott LLC | 168,030 | $32.2M | 0.09% | +9,621+6.1% | Added |
| Jennison Associates LLC | 168,820 | $32.4M | 0.02% | +2,404+1.4% | Added |
| Alliancebernstein L.P. | 169,728 | $32.6M | 0.01% | −73,573−30.2% | Reduced |
| Great West Life Assurance Co | 170,169 | $32.7M | 0.06% | +3,709+2.2% | Added |
| Zacks Investment Management | 174,170 | $33.4M | 0.29% | +19,309+12.5% | Added |
| Schroder Investment Management Group | 173,023 | $33.5M | 0.03% | +22,164+14.7% | Added |
| Canada Pension Plan Investment Board | 183,241 | $35.1M | 0.03% | +6,731+3.8% | Added |
| Osterweis Capital Management Inc | 190,614 | $36.6M | 1.85% | +190,614 | New |
| Janus Henderson Group PLC | 200,837 | $38.5M | 0.02% | −1,338,001−86.9% | Reduced |
| Franklin Resources Inc | 218,055 | $40.6M | 0.01% | +106,450+95.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 214,084 | $41.1M | 0.04% | +6,054+2.9% | Added |
| Bessemer Group Inc | 222,008 | $42.6M | 0.07% | +17,194+8.4% | Added |
| BNP Paribas Arbitrage, SA | 227,715 | $43.7M | 0.04% | +51,271+29.1% | Added |
| Price T Rowe Associates Inc | 232,342 | $44.6M | 0.01% | −32,302−12.2% | Reduced |
| Anchor Capital Advisors LLC | 250,127 | $48.0M | 1.27% | −3,497−1.4% | Reduced |
| Mercer Global Advisors Inc | 251,946 | $48.3M | 0.11% | +2,599+1.0% | Added |
| Citadel Advisors LLC | 258,844 | $49.6M | 0.05% | +217,969+533.3% | Added |
| Storebrand Asset Management AS | 259,455 | $49.8M | 0.16% | −5,175−2.0% | Reduced |
| Johnson Investment Counsel Inc | 263,133 | $50.5M | 0.50% | +7,260+2.8% | Added |
| California State Teachers Retirement System | 269,063 | $51.6M | 0.06% | −15,944−5.6% | Reduced |
| Silvercrest Asset Management Group LLC | 269,536 | $51.7M | 0.35% | −3,675−1.3% | Reduced |
| Douglas Lane & Associates, LLC | 274,911 | $52.7M | 0.72% | +107,826+64.5% | Added |
| Boston Trust Walden Corp | 276,855 | $53.1M | 0.37% | +1,025+0.4% | Added |
| Raymond James & Associates | 279,572 | $53.6M | 0.03% | +5,872+2.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 293,990 | $56.4M | 0.13% | −9,504−3.1% | Reduced |
| Ameriprise Financial Inc | 297,343 | $56.9M | 0.01% | +12,774+4.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 323,339 | $62.0M | 3.12% | +4,876+1.5% | Added |
| FMR LLC | 323,389 | $62.0M | 0.00% | −553,060−63.1% | Reduced |
| Rhumbline Advisers | 325,240 | $62.4M | 0.06% | −24,227−6.9% | Reduced |
| AQR Capital Management LLC | 331,887 | $63.6M | 0.09% | −93,726−22.0% | Reduced |
| LPL Financial LLC | 336,232 | $64.5M | 0.03% | +15,552+4.8% | Added |
| HSBC Holdings PLC | 340,035 | $65.2M | 0.04% | −37,844−10.0% | Reduced |
| Bank of Montreal | 337,492 | $65.3M | 0.03% | −1,143−0.3% | Reduced |
| First Trust Advisors LP | 345,425 | $66.2M | 0.06% | +934+0.3% | Added |
| Davenport & Co LLC | 348,875 | $67.0M | 0.39% | +2,311+0.7% | Added |
| TD Asset Management Inc | 347,271 | $67.1M | 0.06% | −6,103−1.7% | Reduced |
| Mawer Investment Management Ltd. | 365,570 | $70.1M | 0.32% | −19,427−5.0% | Reduced |
| Westwood Holdings Group Inc. | 380,517 | $73.0M | 0.31% | +2,593+0.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 381,808 | $73.2M | 0.05% | −6,401−1.6% | Reduced |
| US Bancorp | 406,407 | $77.9M | 0.10% | −1,864−0.5% | Reduced |
| Regions Financial Corp | 407,187 | $78.1M | 0.56% | +21,072+5.5% | Added |
| Truist Financial Corp | 416,860 | $79.9M | 0.13% | −705,775−62.9% | Reduced |
| The PNC Financial Services Group, Inc. | 424,523 | $81.4M | 0.05% | −11,470−2.6% | Reduced |
| Swiss National Bank | 438,100 | $84.0M | 0.05% | −4,100−0.9% | Reduced |
| National Pension Service | 456,068 | $87.5M | 0.08% | +20,596+4.7% | Added |
| Barclays PLC | 466,259 | $89.4M | 0.04% | +4,010+0.9% | Added |
| Nuveen Asset Management, LLC | 469,418 | $90.0M | 0.03% | +129,044+37.9% | Added |
| Qube Research & Technologies Ltd | 496,235 | $95.2M | 0.17% | −65,033−11.6% | Reduced |
| Deutsche Bank AG | 513,010 | $98.4M | 0.04% | +77,769+17.9% | Added |
| Massachusetts Financial Services Co | 586,565 | $112.5M | 0.03% | +139,831+31.3% | Added |
| American Century Companies Inc | 618,000 | $118.5M | 0.07% | −39,311−6.0% | Reduced |
| UBS Group AG | 626,650 | $120.2M | 0.03% | +1,445+0.2% | Added |
| Wells Fargo & Company | 646,485 | $124.0M | 0.03% | −48,834−7.0% | Reduced |
| Goldman Sachs Group Inc | 661,412 | $126.8M | 0.02% | −176,354−21.1% | Reduced |
| California Public Employees Retirement System | 680,213 | $130.5M | 0.09% | −48,310−6.6% | Reduced |
| Confluence Investment Management LLC | 711,075 | $136.4M | 1.82% | −6,756−0.9% | Reduced |
| Sterling Capital Management LLC | 874,768 | $167.8M | 2.17% | +874,768 | New |
| Envestnet Asset Management Inc | 875,910 | $168.0M | 0.05% | +92,782+11.8% | Added |
| Dimensional Fund Advisors LP | 888,929 | $170.5M | 0.04% | +101,552+12.9% | Added |
| Stifel Financial Corp | 964,748 | $185.0M | 0.19% | +29,507+3.2% | Added |
| Principal Financial Group Inc | 972,836 | $186.6M | 0.10% | +389,404+66.7% | Added |
| Amundi | 1,008,566 | $189.8M | 0.07% | −189,300−15.8% | Reduced |
| Bank of New York Mellon Corp | 1,125,426 | $215.8M | 0.04% | −38,234−3.3% | Reduced |
| Legal & General Group Plc | 1,151,388 | $220.8M | 0.06% | −70,483−5.8% | Reduced |
| UBS Asset Management Americas Inc | 1,174,619 | $225.3M | 0.06% | −98,484−7.7% | Reduced |
| Invesco Ltd. | 1,195,183 | $229.2M | 0.04% | −230,028−16.1% | Reduced |
| Macquarie Group Ltd | 1,281,212 | $245.7M | 0.27% | −170,519−11.7% | Reduced |
| Northern Trust Corp | 1,424,719 | $273.2M | 0.04% | −86,950−5.8% | Reduced |
| Norges Bank | 1,743,722 | $334.4M | 0.05% | −2,212−0.1% | Reduced |
| Bank of America Corp | 1,943,380 | $372.7M | 0.03% | −92,249−4.5% | Reduced |
| Hershey Trust Co | 2,066,119 | $396.2M | 3.65% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,218,771 | $425.5M | 0.09% | −65,149−2.9% | Reduced |
| Morgan Stanley | 2,733,715 | $524.3M | 0.04% | +327,735+13.6% | Added |
| Geode Capital Management, LLC | 3,753,751 | $717.6M | 0.06% | +35,688+1.0% | Added |
| Charles Schwab Investment Management Inc | 4,387,715 | $841.5M | 0.16% | +109,336+2.6% | Added |
| JPMorgan Chase & Co | 4,700,741 | $901.5M | 0.07% | +781,993+20.0% | Added |
| State Street Corp | 7,029,551 | $1.35B | 0.05% | +386,670+5.8% | Added |
| Capital International Investors | 9,479,150 | $1.82B | 0.35% | +8,780,046+1,255.9% | Added |
| BlackRock, Inc. | 12,259,737 | $2.35B | 0.05% | +12,259,737 | New |
| Vanguard Group Inc | 19,387,184 | $3.72B | 0.07% | −3,0090.0% | Reduced |