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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 460 | $88.2K | 0.01% | +314+215.1% | Added |
| Brown Brothers Harriman & Co | 469 | $89.9K | 0.00% | −178−27.5% | Reduced |
| Hexagon Capital Partners LLC | 474 | $90.9K | 0.02% | −28−5.6% | Reduced |
| Laurel Wealth Advisors LLC | 482 | $92.4K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 497 | $95.3K | 0.04% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 499 | $95.7K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $95.9K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 505 | $96.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 512 | $98.2K | 0.01% | +85+19.9% | Added |
| Sound Income Strategies, LLC | 524 | $100.5K | 0.01% | +31+6.3% | Added |
| Tortoise Investment Management, LLC | 525 | $100.7K | 0.01% | −23−4.2% | Reduced |
| Bank of New Hampshire | 530 | $101.6K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 552 | $105.9K | 0.01% | −27−4.7% | Reduced |
| Smartleaf Asset Management LLC | 584 | $112.9K | 0.01% | +131+28.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 600 | $115.0K | 0.04% | −300−33.3% | Reduced |
| Blackhill Capital Inc | 600 | $115.1K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 632 | $121.2K | 0.03% | +632 | New |
| Salem Investment Counselors Inc | 645 | $123.7K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 652 | $125.0K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 657 | $126.0K | 0.01% | −4−0.6% | Reduced |
| Deseret Mutual Benefit Administrators | 660 | $126.6K | 0.06% | −24−3.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 688 | $131.9K | 0.04% | 00.0% | Unchanged |
| Elgethun Capital Management | 691 | $132.5K | 0.03% | +5+0.7% | Added |
| Slocum, Gordon & Co LLP | 693 | $132.9K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 694 | $133.1K | 0.08% | +694 | New |
| Fortis Group Advisors, LLC | 732 | $140.4K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 735 | $141.0K | 0.12% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 743 | $142.5K | 0.01% | +4+0.5% | Added |
| Pacific Center for Financial Services | 746 | $143.1K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 832 | $159.6K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 837 | $160.5K | 0.01% | −289−25.7% | Reduced |
| Independence Bank of Kentucky | 840 | $161.1K | 0.03% | −50−5.6% | Reduced |
| Headlands Technologies LLC | 843 | $161.7K | 0.02% | −1,132−57.3% | Reduced |
| City Holding Co | 849 | $162.8K | 0.02% | +253+42.4% | Added |
| Centaurus Financial, Inc. | 864 | $166.0K | 0.01% | −30−3.4% | Reduced |
| MV Capital Management, Inc. | 873 | $167.4K | 0.02% | −3−0.3% | Reduced |
| Hantz Financial Services, Inc. | 877 | $168.0K | 0.00% | +3+0.3% | Added |
| SYSTM Wealth Solutions LLC | 878 | $168.4K | 5.11% | −32,444−97.4% | Reduced |
| Centiva Capital, LP | 881 | $169.0K | 0.01% | +342+63.5% | Added |
| Hills Bank & Trust Co | 891 | $170.9K | 0.01% | −18−2.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 900 | $172.6K | 0.01% | +900 | New |
| Hanson & Doremus Investment Management | 917 | $176.0K | 0.03% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 934 | $179.2K | 0.08% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 940 | $180.3K | 0.14% | +9+1.0% | Added |
| Skopos Labs, Inc. | 942 | $180.7K | 0.06% | −150−13.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 959 | $184.0K | 0.02% | +459+91.8% | Added |
| Creative Financial Designs Inc | 969 | $185.7K | 0.02% | −325−25.1% | Reduced |
| Ransom Advisory, Ltd | 969 | $185.8K | 0.09% | 00.0% | Unchanged |
| Clean Yield Group | 1,006 | $192.9K | 0.06% | +6+0.6% | Added |
| Ronald Blue Trust, Inc. | 1,068 | $196.2K | 0.00% | +255+31.4% | Added |
| Pathway Financial Advisers, LLC | 1,035 | $198.6K | 0.09% | +333+47.4% | Added |
| IAM Advisory, LLC | 1,050 | $201.3K | 0.05% | +1,050 | New |
| Quadrant Private Wealth Management, LLC | 1,053 | $201.9K | 0.05% | +1,053 | New |
| NTV Asset Management LLC | 1,053 | $201.9K | 0.03% | −64−5.7% | Reduced |
| M3 Advisory Group, LLC | 1,054 | $202.2K | 0.15% | +1,054 | New |
| Chicago Partners Investment Group LLC | 1,119 | $203.6K | 0.01% | −96−7.9% | Reduced |
| Alpha Omega Wealth Management LLC | 1,066 | $204.4K | 0.04% | −188−15.0% | Reduced |
| KLCM Advisors, Inc. | 1,067 | $204.6K | 0.02% | +1,067 | New |
| TCG Advisory Services, LLC | 1,070 | $205.2K | 0.01% | +1,070 | New |
| BTS Asset Management, Inc. | 1,070 | $205.3K | 0.20% | +1,070 | New |
| Stratos Wealth Advisors, LLC | 1,076 | $206.4K | 0.01% | +1,076 | New |
| Davy Global Fund Management Ltd | 1,082 | $207.5K | 0.02% | −34−3.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,084 | $207.9K | 0.03% | +1,084 | New |
| Atom Investors LP | 1,085 | $208.1K | 0.02% | +1,085 | New |
| M. Kulyk & Associates, LLC | 1,085 | $208.1K | 0.04% | +1,085 | New |
| Left Brain Wealth Management, LLC | 1,087 | $208.5K | 0.10% | −167−13.3% | Reduced |
| Sky Investment Group LLC | 1,090 | $209.0K | 0.04% | +1,090 | New |
| Alera Investment Advisors, LLC | 1,092 | $209.4K | 0.02% | +1,092 | New |
| Sapient Capital LLC | 1,098 | $210.6K | 0.00% | −804−42.3% | Reduced |
| Global Trust Asset Management, LLC | 1,100 | $211.0K | 0.08% | −425−27.9% | Reduced |
| Alliance Wealth Management Group | 1,100 | $211.0K | 0.06% | 00.0% | Unchanged |
| Towercrest Capital Management | 1,100 | $211.0K | 0.03% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,100 | $211.0K | 0.19% | +1,100 | New |
| First Affirmative Financial Network | 1,106 | $212.0K | 0.12% | +1,106 | New |
| Rehmann Capital Advisory Group | 1,107 | $212.4K | 0.01% | −4−0.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,108 | $212.5K | 0.09% | −24−2.1% | Reduced |
| Arkadios Wealth Advisors | 1,120 | $214.8K | 0.01% | −211−15.9% | Reduced |
| Fiduciary Financial Group, LLC | 1,145 | $214.8K | 0.05% | +77+7.2% | Added |
| W Advisors, LLC | 1,123 | $215.4K | 0.13% | +2+0.2% | Added |
| Sabal Trust CO | 1,128 | $216.3K | 0.01% | +1,128 | New |
| Foster Dykema Cabot & Partners, LLC | 1,129 | $216.5K | 0.02% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 1,133 | $217.3K | 0.01% | −200−15.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,138 | $218.2K | 0.02% | +7+0.6% | Added |
| Commonwealth Financial Services, LLC | 1,145 | $219.7K | 0.04% | −70−5.8% | Reduced |
| TCFG Wealth Management, LLC | 1,146 | $219.8K | 0.11% | +1,146 | New |
| CFM Wealth Partners LLC | 1,148 | $220.2K | 0.04% | 00.0% | Unchanged |
| McAdam, LLC | 1,148 | $220.2K | 0.01% | +37+3.3% | Added |
| KCM Investment Advisors LLC | 1,149 | $220.4K | 0.01% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,149 | $220.4K | 0.08% | +1,149 | New |
| CIC Wealth, LLC | 1,150 | $220.5K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,153 | $221.1K | 0.02% | −2−0.2% | Reduced |
| Anchor Investment Management, LLC | 1,156 | $221.7K | 0.02% | +537+86.8% | Added |
| Novare Capital Management LLC | 1,160 | $222.5K | 0.02% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 1,164 | $223.2K | 0.12% | −47−3.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,164 | $223.2K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,234 | $224.6K | 0.03% | +231+23.0% | Added |
| Clearview Wealth Advisors LLC | 1,172 | $224.7K | 0.17% | −13−1.1% | Reduced |
| MEMBERS Trust Co | 1,172 | $224.8K | 0.01% | −342−22.6% | Reduced |
| Moneta Group Investment Advisors LLC | 1,172 | $224.9K | 0.00% | +1,172 | New |
| Avestar Capital, LLC | 1,175 | $225.3K | 0.02% | +67+6.0% | Added |