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 |
|---|---|---|---|---|---|
| Smith Anglin Financial, LLC | 1,176 | $225.6K | 0.02% | +2+0.2% | Added |
| Leonteq Securities AG | 1,177 | $225.7K | 0.03% | −4,956−80.8% | Reduced |
| Keystone Financial Group | 1,180 | $226.3K | 0.03% | +1,180 | New |
| Strategic Blueprint, LLC | 1,182 | $226.8K | 0.01% | +1,182 | New |
| Abacus Planning Group, Inc. | 1,191 | $228.3K | 0.04% | +37+3.2% | Added |
| Moseley Investment Management Inc | 1,211 | $232.2K | 0.09% | −350−22.4% | Reduced |
| Independent Financial Group, LLC | 1,212 | $232.5K | 0.01% | −1,474−54.9% | Reduced |
| Ignite Planners, LLC | 1,219 | $233.8K | 0.05% | +17+1.4% | Added |
| Thrive Wealth Management, LLC | 1,221 | $234.1K | 0.04% | −3−0.2% | Reduced |
| Gill Capital Partners, LLC | 1,223 | $234.6K | 0.08% | +8+0.7% | Added |
| Atomi Financial Group, Inc. | 1,223 | $234.6K | 0.01% | +1,223 | New |
| D.B. Root & Company, LLC | 1,224 | $234.7K | 0.08% | −124−9.2% | Reduced |
| Spire Wealth Management | 1,228 | $235.5K | 0.01% | −9−0.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,229 | $235.8K | 0.13% | +1,229 | New |
| Drive Wealth Management, LLC | 1,232 | $236.2K | 0.06% | −68−5.2% | Reduced |
| Sunbelt Securities, Inc. | 1,238 | $237.5K | 0.02% | +254+25.8% | Added |
| Massmutual Trust Co FSB | 1,239 | $237.6K | 0.01% | −118−8.7% | Reduced |
| Waterloo Capital, L.P. | 1,240 | $237.8K | 0.03% | +9+0.7% | Added |
| Strategic Financial Services, Inc, | 1,244 | $238.6K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,244 | $239.0K | 0.01% | +467+60.1% | Added |
| Pitcairn Co | 1,248 | $239.3K | 0.01% | −298−19.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,249 | $239.5K | 0.04% | −297−19.2% | Reduced |
| Vertex Planning Partners, LLC | 1,250 | $239.7K | 0.06% | +2+0.2% | Added |
| Aviance Capital Partners, LLC | 1,250 | $239.7K | 0.03% | −7−0.6% | Reduced |
| Select Asset Management & Trust | 1,250 | $240.0K | 0.09% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 1,252 | $240.1K | 0.08% | +1+0.1% | Added |
| Insigneo Advisory Services, LLC | 1,256 | $240.9K | 0.02% | +1,256 | New |
| Baron Wealth Management LLC | 1,277 | $244.9K | 0.12% | −7−0.5% | Reduced |
| Perkins Capital Management Inc | 1,300 | $249.3K | 0.23% | −500−27.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,300 | $249.3K | 0.16% | −225−14.8% | Reduced |
| BCGM Wealth Management, LLC | 1,303 | $249.9K | 0.08% | +9+0.7% | Added |
| Chapin Davis, Inc. | 1,304 | $250.1K | 0.08% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,307 | $250.7K | 0.02% | +1,307 | New |
| Mitchell Sinkler & Starr | 1,311 | $251.4K | 0.06% | +1,311 | New |
| Beaumont Financial Advisors, LLC | 1,314 | $252.0K | 0.02% | −5−0.4% | Reduced |
| YHB Investment Advisors, Inc. | 1,320 | $253.2K | 0.02% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,325 | $254.1K | 0.06% | −10−0.7% | Reduced |
| Fullcircle Wealth LLC | 1,403 | $256.5K | 0.12% | +1,403 | New |
| Quadrant Capital Group LLC | 1,341 | $257.2K | 0.02% | −15−1.1% | Reduced |
| Wedmont Private Capital | 1,372 | $257.4K | 0.01% | +74+5.7% | Added |
| Significant Wealth Partners LLC | 1,353 | $259.5K | 0.13% | +241+21.7% | Added |
| Connecticut Wealth Management, LLC | 1,357 | $260.3K | 0.01% | −409−23.2% | Reduced |
| Colonial River Wealth Management, LLC | 1,358 | $260.4K | 0.13% | +53+4.1% | Added |
| International Private Wealth Advisors LLC | 1,358 | $260.4K | 0.38% | −52−3.7% | Reduced |
| MTM Investment Management, LLC | 1,358 | $260.5K | 0.10% | +50+3.8% | Added |
| Baader Bank INC | 1,467 | $261.2K | 0.02% | +326+28.6% | Added |
| Security Financial Services, INC. | 1,363 | $261.4K | 0.05% | +1,363 | New |
| Foundations Investment Advisors, LLC | 1,367 | $262.1K | 0.01% | +247+22.1% | Added |
| Savvy Advisors, Inc. | 1,367 | $262.2K | 0.05% | +1,367 | New |
| Kingswood Wealth Advisors, LLC | 1,376 | $264.7K | 0.02% | +1,376 | New |
| Garrison Point Advisors, LLC | 1,383 | $265.2K | 0.16% | −5−0.4% | Reduced |
| Lane & Associates LLC | 1,385 | $265.5K | 0.14% | +1,385 | New |
| Winton Group Ltd | 1,390 | $266.6K | 0.02% | +1,390 | New |
| Vaughan David Investments LLC | 1,394 | $267.0K | 0.01% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 1,399 | $268.3K | 0.11% | −243−14.8% | Reduced |
| E&G Advisors, LP | 1,400 | $268.5K | 0.07% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 1,401 | $268.7K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,405 | $269.5K | 0.03% | −148−9.5% | Reduced |
| WealthTrust Axiom LLC | 1,410 | $270.4K | 0.08% | 00.0% | Unchanged |
| Sachetta, LLC | 1,417 | $271.8K | 0.11% | −91−6.0% | Reduced |
| Gallacher Capital Management LLC | 1,423 | $272.9K | 0.13% | −3,415−70.6% | Reduced |
| First Trust Investment Solutions L.P. | 1,423 | $272.9K | 0.03% | −17,103−92.3% | Reduced |
| Headinvest, LLC | 1,425 | $273.3K | 0.05% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,426 | $273.5K | 0.04% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 1,428 | $273.9K | 0.02% | −115−7.5% | Reduced |
| Accurate Wealth Management, LLC | 1,497 | $275.9K | 0.06% | +59+4.1% | Added |
| Synovus Financial Corp | 1,444 | $276.9K | 0.00% | −219−13.2% | Reduced |
| Adalta Capital Management LLC | 1,444 | $276.9K | 0.14% | +724+100.6% | Added |
| King Luther Capital Management Corp | 1,449 | $277.9K | 0.00% | +49+3.5% | Added |
| Prio Wealth Limited Partnership | 1,470 | $281.9K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,475 | $282.9K | 0.01% | 00.0% | Unchanged |
| Berkshire Bank | 1,476 | $283.1K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 1,477 | $283.3K | 0.06% | +1,477 | New |
| Equitable Trust Co | 1,483 | $284.4K | 0.02% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 1,483 | $284.4K | 0.20% | +1,483 | New |
| O'Brien Greene & Co. Inc | 1,500 | $287.7K | 0.09% | −8−0.5% | Reduced |
| Nadler Financial Group, Inc. | 1,500 | $287.7K | 0.03% | 00.0% | Unchanged |
| Community Trust & Investment Co | 1,500 | $287.7K | 0.02% | +1,500 | New |
| Eastern Bank | 1,500 | $287.7K | 0.01% | +1,500 | New |
| Rossmore Private Capital | 1,501 | $287.8K | 0.04% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 1,504 | $288.4K | 0.05% | −329−17.9% | Reduced |
| Beaton Management Co. Inc. | 1,509 | $289.0K | 0.15% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 1,508 | $289.0K | 0.06% | +1,508 | New |
| Cigna Investments Inc | 1,508 | $290.0K | 0.05% | −75−4.7% | Reduced |
| Evercore Wealth Management, LLC | 1,513 | $290.2K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,527 | $292.9K | 0.05% | −5−0.3% | Reduced |
| Radnor Capital Management, LLC | 1,527 | $293.0K | 0.04% | +1,527 | New |
| MBB Public Markets I LLC | 1,530 | $293.4K | 0.02% | −9,105−85.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,532 | $293.9K | 0.10% | +5+0.3% | Added |
| Trust Co of Virginia | 1,550 | $297.3K | 0.03% | −43−2.7% | Reduced |
| RiverFront Investment Group, LLC | 1,550 | $297.3K | 0.01% | +1,550 | New |
| Ameritas Investment Partners, Inc. | 1,553 | $297.8K | 0.01% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,554 | $298.0K | 0.06% | +4+0.3% | Added |
| Bogart Wealth, LLC | 1,555 | $298.2K | 0.01% | +6+0.4% | Added |
| J. Goldman & Co LP | 1,559 | $299.0K | 0.01% | +1,559 | New |
| Csenge Advisory Group | 1,608 | $299.1K | 0.02% | +53+3.4% | Added |
| Fulton Bank, N.A. | 1,560 | $299.2K | 0.01% | −34−2.1% | Reduced |
| Capstone Triton Financial Group, LLC | 1,565 | $300.3K | 0.19% | +219+16.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,569 | $300.9K | 0.06% | +431+37.9% | Added |
| Letson Investment Management, Inc. | 1,575 | $302.1K | 0.12% | 00.0% | Unchanged |