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 |
|---|---|---|---|---|---|
| MQS Management LLC | 1,581 | $303.2K | 0.17% | +37+2.4% | Added |
| Lifeworks Advisors, LLC | 1,590 | $304.8K | 0.06% | −474−23.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 1,596 | $306.1K | 0.02% | 00.0% | Unchanged |
| Econ Financial Services Corp | 1,600 | $306.8K | 0.17% | −5,218−76.5% | Reduced |
| B&D White Capital Company, LLC | 1,600 | $306.8K | 0.05% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,600 | $307.0K | 0.07% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,602 | $307.3K | 0.11% | +11+0.7% | Added |
| GeoWealth Management, LLC | 1,610 | $308.8K | 0.01% | −8−0.5% | Reduced |
| Tyler-Stone Wealth Management | 1,610 | $308.8K | 0.06% | +1,066+196.0% | Added |
| Kanawha Capital Management LLC | 1,615 | $309.7K | 0.02% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,635 | $313.6K | 0.11% | +1,635 | New |
| First National Advisers, LLC | 1,650 | $316.4K | 0.05% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 1,664 | $319.1K | 0.11% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,665 | $319.3K | 0.03% | +150+9.9% | Added |
| Oak Thistle LLC | 1,671 | $320.5K | 0.10% | +70+4.4% | Added |
| Johnson Financial Group, Inc. | 1,676 | $321.4K | 0.01% | +271+19.3% | Added |
| Tritonpoint Wealth, LLC | 1,666 | $322.1K | 0.03% | +1,666 | New |
| Barr E S & Co | 1,686 | $323.3K | 0.02% | −250−12.9% | Reduced |
| Wimmer Associates 1, LLC | 1,690 | $324.1K | 0.16% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,694 | $324.9K | 0.08% | +9+0.5% | Added |
| SignalPoint Asset Management, LLC | 1,686 | $325.9K | 0.08% | +1+0.1% | Added |
| Wellington Shields & Co., LLC | 1,700 | $326.0K | 0.10% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,707 | $327.4K | 0.09% | +965+130.1% | Added |
| Nwam LLC | 1,713 | $328.5K | 0.02% | +1,713 | New |
| Hartford Financial Management Inc. | 1,727 | $331.3K | 0.07% | +2+0.1% | Added |
| Seven Eight Capital, LP | 1,728 | $331.4K | 0.03% | +1,728 | New |
| Clear Harbor Asset Management, LLC | 1,732 | $332.2K | 0.03% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 1,737 | $333.1K | 0.11% | +137+8.6% | Added |
| Meridian Wealth Management, LLC | 1,742 | $334.1K | 0.02% | +1,742 | New |
| SL Advisors, LLC | 1,746 | $334.8K | 0.60% | +1,746 | New |
| Encompass More Asset Management | 1,751 | $335.8K | 0.13% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,760 | $337.5K | 0.06% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 1,765 | $338.5K | 0.17% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,771 | $339.6K | 0.01% | +97+5.8% | Added |
| Monterey Private Wealth, Inc. | 1,772 | $339.8K | 0.12% | −3−0.2% | Reduced |
| Signal Advisors Wealth, LLC | 1,785 | $342.3K | 0.05% | +1,785 | New |
| RIA Advisory Group LLC | 1,787 | $342.8K | 0.12% | +1,787 | New |
| Family Wealth Group, LLC | 1,790 | $343.3K | 0.30% | +334+22.9% | Added |
| Sanchez Wealth Management Group | 1,799 | $345.0K | 0.11% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,796 | $345.0K | 0.01% | +88+5.2% | Added |
| Perigon Wealth Management, LLC | 1,802 | $345.6K | 0.01% | −32−1.7% | Reduced |
| Townsend & Associates, Inc | 1,900 | $345.8K | 0.04% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,805 | $346.0K | 0.25% | +25+1.4% | Added |
| New Century Financial Group, LLC | 1,806 | $346.4K | 0.13% | +23+1.3% | Added |
| BSW Wealth Partners | 1,808 | $346.8K | 0.05% | −459−20.2% | Reduced |
| Traphagen Investment Advisors LLC | 1,818 | $348.7K | 0.04% | −66−3.5% | Reduced |
| Sigma Planning Corp | 1,822 | $349.5K | 0.01% | −247−11.9% | Reduced |
| Wealthcare Advisory Partners LLC | 1,830 | $350.9K | 0.01% | +1,830 | New |
| AdvisorNet Financial, Inc | 1,831 | $351.1K | 0.03% | −255−12.2% | Reduced |
| iA Global Asset Management Inc. | 1,836 | $352.0K | 0.01% | +324+21.4% | Added |
| Sippican Capital Advisors | 1,850 | $354.8K | 0.25% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,863 | $357.2K | 0.14% | +2+0.1% | Added |
| Iowa State Bank | 1,864 | $357.5K | 0.07% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,865 | $357.7K | 0.05% | −37−1.9% | Reduced |
| Principle Wealth Partners LLC | 1,869 | $358.4K | 0.03% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,872 | $359.0K | 0.03% | −145−7.2% | Reduced |
| Zions Bancorporation, N.A. | 1,874 | $359.4K | 0.03% | +296+18.8% | Added |
| Titleist Asset Management, LLC | 1,876 | $359.8K | 0.05% | −199−9.6% | Reduced |
| Heartland Bank & Trust Co | 1,877 | $360.0K | 0.19% | −69−3.5% | Reduced |
| Outlook Wealth Advisors, LLC | 1,877 | $360.1K | 0.10% | +130+7.4% | Added |
| Grandfield & Dodd, LLC | 1,897 | $363.9K | 0.02% | 00.0% | Unchanged |
| Simmons Bank | 1,901 | $364.6K | 0.03% | −1−0.1% | Reduced |
| Laffer Tengler Investments | 1,903 | $365.0K | 0.07% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 1,904 | $365.2K | 0.06% | −931−32.8% | Reduced |
| Silver Oak Securities, Inc | 1,889 | $365.2K | 0.04% | +1,823+2,762.1% | Added |
| Jaffetilchin Investment Partners, LLC | 1,907 | $365.8K | 0.03% | −635−25.0% | Reduced |
| WR Wealth Planners, LLC | 1,915 | $367.3K | 0.10% | +42+2.2% | Added |
| First National Bank & Trust Co of Newtown | 1,916 | $367.4K | 0.07% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 1,923 | $368.9K | 0.21% | +11+0.6% | Added |
| Signature Estate & Investment Advisors LLC | 1,925 | $369.2K | 0.01% | +1,925 | New |
| Northstar Advisory Group, LLC | 1,929 | $369.9K | 0.19% | −4,253−68.8% | Reduced |
| Heritage Investment Group, Inc. | 1,936 | $371.3K | 0.07% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,942 | $372.5K | 0.01% | +23+1.2% | Added |
| Pavion Blue Capital, LLC | 1,952 | $374.4K | 0.17% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,953 | $374.5K | 0.01% | +42+2.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 1,965 | $376.8K | 0.16% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,969 | $377.5K | 0.02% | +1,969 | New |
| Capital Advisors Inc | 1,972 | $378.2K | 0.01% | −4−0.2% | Reduced |
| Legacy Advisors, LLC | 1,975 | $378.8K | 0.04% | +250+14.5% | Added |
| Joel Isaacson & Co., LLC | 1,982 | $380.2K | 0.02% | +153+8.4% | Added |
| FineMark National Bank & Trust | 1,983 | $380.3K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,989 | $381.4K | 0.02% | −174−8.0% | Reduced |
| Ramirez Asset Management, Inc. | 1,989 | $381.4K | 0.07% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 2,000 | $383.6K | 0.06% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,000 | $383.6K | 0.08% | 00.0% | Unchanged |
| Courier Capital LLC | 2,001 | $383.8K | 0.03% | −3−0.1% | Reduced |
| Chicago Trust Co NA | 2,004 | $384.3K | 0.07% | +2,004 | New |
| Lido Advisors, LLC | 2,004 | $384.4K | 0.00% | −1,092−35.3% | Reduced |
| Edge Capital Group, LLC | 2,006 | $384.7K | 0.02% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 2,010 | $385.0K | 0.32% | +2,010 | New |
| Lakeview Capital Partners, LLC | 2,008 | $385.1K | 0.06% | −105−5.0% | Reduced |
| Edgestream Partners, L.P. | 2,008 | $385.1K | 0.02% | +2,008 | New |
| Choate Investment Advisors | 2,015 | $386.4K | 0.01% | +21+1.1% | Added |
| Conning Inc. | 2,029 | $389.1K | 0.01% | +895+78.9% | Added |
| Westpac Banking Corp | 2,039 | $391.0K | 0.03% | +253+14.2% | Added |
| Northeast Financial Group, Inc. | 2,047 | $392.8K | 0.15% | +4+0.2% | Added |
| Caldwell Trust Co | 2,048 | $392.8K | 0.04% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,113 | $392.9K | 0.13% | +291+16.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,050 | $393.1K | 0.24% | +100+5.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,056 | $394.3K | 0.06% | +184+9.8% | Added |