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 |
|---|---|---|---|---|---|
| Pacifica Partners Inc. | 100 | $19.2K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $19.2K | 0.01% | +100 | New |
| EnRich Financial Partners LLC | 101 | $19.4K | 0.01% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 103 | $19.7K | 0.41% | +103 | New |
| Investors Research Corp | 104 | $19.9K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 104 | $19.9K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 104 | $19.9K | 0.00% | +25+31.6% | Added |
| Larson Financial Group LLC | 104 | $19.9K | 0.00% | +68+188.9% | Added |
| West Branch Capital LLC | 108 | $20.7K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 108 | $20.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 108 | $21.0K | 0.00% | −32−22.9% | Reduced |
| Reston Wealth Management LLC | 110 | $21.1K | 0.01% | +110 | New |
| Burkett Financial Services, LLC | 111 | $21.2K | 0.01% | +1+0.9% | Added |
| Pacific Capital Wealth Advisors, Inc | 112 | $21.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 112 | $21.5K | 0.01% | +112 | New |
| GHP Investment Advisors, Inc. | 114 | $21.9K | 0.00% | −41−26.5% | Reduced |
| LRI Investments, LLC | 123 | $22.1K | 0.00% | +99+412.5% | Added |
| Capital Performance Advisors LLP | 116 | $22.3K | 0.01% | +116 | New |
| New England Capital Financial Advisors LLC | 118 | $22.7K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 120 | $23.0K | 0.02% | +120 | New |
| IMA Wealth, Inc. | 125 | $24.0K | 0.01% | +125 | New |
| Pinnacle Bancorp, Inc. | 125 | $24.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 128 | $24.5K | 0.01% | +1+0.8% | Added |
| Ashton Thomas Securities, LLC | 128 | $24.5K | 0.00% | +128 | New |
| Hemington Wealth Management | 144 | $25.0K | 0.01% | +144 | New |
| PFS Partners, LLC | 130 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 138 | $26.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 141 | $27.0K | 0.00% | −50−26.2% | Reduced |
| Monetary Management Group Inc | 150 | $28.8K | 0.01% | −300−66.7% | Reduced |
| Indiana Trust & Investment Management CO | 150 | $28.8K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 150 | $28.8K | 0.01% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 150 | $28.8K | 0.01% | +150 | New |
| Dunhill Financial, LLC | 152 | $29.1K | 0.01% | +16+11.8% | Added |
| Integrated Investment Consultants, LLC | 11,125 | $29.4K | 0.01% | +11,125 | New |
| Financial Avengers, Inc. | 157 | $30.1K | 0.01% | +1+0.6% | Added |
| St Germain D J Co Inc | 162 | $31.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 167 | $32.0K | 0.02% | −79−32.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 170 | $32.6K | 0.00% | −121−41.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $32.6K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 179 | $34.0K | 0.03% | −1,656−90.2% | Reduced |
| Crewe Advisors LLC | 180 | $34.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 183 | $35.1K | 0.00% | +1+0.5% | Added |
| Compass Wealth Management LLC | 196 | $37.6K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $38.4K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $38.4K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $38.4K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 204 | $39.1K | 0.10% | −198−49.3% | Reduced |
| Quarry LP | 205 | $39.3K | 0.01% | −95−31.7% | Reduced |
| Frazier Financial Advisors, LLC | 206 | $39.5K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 208 | $39.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 214 | $41.0K | 0.01% | +214 | New |
| TCTC Holdings, LLC | 216 | $41.4K | 0.00% | −342−61.3% | Reduced |
| CNB Bank | 225 | $43.2K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 229 | $43.9K | 0.01% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 238 | $45.6K | 0.18% | +238 | New |
| Armstrong Advisory Group, Inc | 240 | $46.0K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 250 | $47.9K | 0.03% | −800−76.2% | Reduced |
| Future Financial Wealth Managment LLC | 250 | $47.9K | 0.03% | +250 | New |
| AlphaMark Advisors, LLC | 250 | $48.0K | 0.02% | 00.0% | Unchanged |
| Claris Advisors, LLC | 252 | $48.4K | 0.02% | +252 | New |
| North Star Investment Management Corp. | 256 | $49.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 266 | $51.0K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 271 | $51.9K | 0.03% | +2+0.7% | Added |
| Thompson Investment Management, Inc. | 275 | $52.7K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 276 | $52.9K | 0.01% | −7−2.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 286 | $54.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 294 | $56.4K | 0.00% | +5+1.7% | Added |
| Catalyst Funds Management Pty Ltd | 300 | $57.5K | 0.01% | −6,500−95.6% | Reduced |
| Princeton Global Asset Management LLC | 300 | $57.5K | 0.01% | −58−16.2% | Reduced |
| GoalVest Advisory LLC | 300 | $57.5K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 302 | $57.9K | 0.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 300 | $58.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 310 | $59.5K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 314 | $60.2K | 0.01% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 315 | $60.4K | 0.01% | +315 | New |
| Gleason Group, Inc. | 316 | $60.7K | 0.01% | +2+0.6% | Added |
| Sanctuary Wealth Management, L.L.C. | 328 | $62.9K | 0.04% | +328 | New |
| Loomis Sayles & Co L P | 326 | $63.0K | 0.00% | +26+8.7% | Added |
| BOK Financial Private Wealth, Inc. | 330 | $63.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 333 | $63.9K | 0.01% | +63+23.3% | Added |
| CVA Family Office, LLC | 337 | $64.6K | 0.01% | −37−9.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 337 | $64.6K | 0.01% | +337 | New |
| Cromwell Holdings LLC | 346 | $66.4K | 0.04% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 380 | $72.0K | 0.04% | +1+0.3% | Added |
| Rosenberg Matthew Hamilton | 378 | $72.5K | 0.02% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 386 | $74.1K | 0.03% | −396−50.6% | Reduced |
| Mather Group, LLC. | 397 | $76.1K | 0.00% | −1,346−77.2% | Reduced |
| Raleigh Capital Management Inc. | 400 | $76.7K | 0.03% | −35−8.0% | Reduced |
| Ruedi Wealth Management, Inc. | 400 | $76.7K | 0.03% | −1−0.2% | Reduced |
| Estabrook Capital Management | 400 | $76.7K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 400 | $76.7K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 404 | $77.6K | 0.01% | +25+6.6% | Added |
| Financial Network Wealth Advisors LLC | 422 | $80.9K | 0.07% | −32−7.0% | Reduced |
| Catalyst Capital Advisors LLC | 426 | $81.7K | 0.00% | +426 | New |
| Peoples Financial Services Corp. | 429 | $82.3K | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 439 | $84.0K | 0.00% | −2,594−85.5% | Reduced |
| First Horizon Advisors, Inc. | 439 | $84.3K | 0.00% | +43+10.9% | Added |
| New Millennium Group LLC | 445 | $85.3K | 0.06% | +1+0.2% | Added |
| Bellevue Asset Management, LLC | 450 | $86.3K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 452 | $86.7K | 0.01% | 00.0% | Unchanged |