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 30 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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 2,065 | $396.0K | 0.02% | −512−19.9% | Reduced |
| Studio Investment Management LLC | 2,077 | $398.3K | 0.08% | +314+17.8% | Added |
| We Are One Seven, LLC | 2,082 | $399.4K | 0.02% | −470−18.4% | Reduced |
| Smart Money Group LLC | 2,268 | $402.8K | 0.14% | +234+11.5% | Added |
| Hallmark Capital Management Inc | 2,101 | $402.9K | 0.03% | +355+20.3% | Added |
| PFG Investments, LLC | 2,102 | $403.1K | 0.03% | +23+1.1% | Added |
| Syon Capital LLC | 2,115 | $405.6K | 0.04% | −1,147−35.2% | Reduced |
| Howard Bailey Securities, LLC | 2,121 | $406.8K | 0.15% | +2,121 | New |
| Financial Advocates Investment Management | 2,126 | $407.8K | 0.02% | +147+7.4% | Added |
| Global Retirement Partners, LLC | 2,133 | $409.0K | 0.01% | −69−3.1% | Reduced |
| Dark Forest Capital Management LP | 2,142 | $410.8K | 0.05% | +2,142 | New |
| Foster Group, Inc. | 2,142 | $410.9K | 0.02% | −89−4.0% | Reduced |
| Signaturefd, LLC | 2,146 | $411.6K | 0.01% | −433−16.8% | Reduced |
| Aurora Investment Counsel | 2,170 | $416.2K | 0.23% | −7,407−77.3% | Reduced |
| National Asset Management, Inc. | 2,184 | $418.7K | 0.01% | −645−22.8% | Reduced |
| Insight Advisors, LLC | 2,196 | $421.2K | 0.07% | −5−0.2% | Reduced |
| Apeiron RIA LLC | 2,200 | $422.0K | 0.12% | +58+2.7% | Added |
| Ingalls & Snyder LLC | 2,203 | $422.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 2,207 | $423.3K | 0.05% | −13−0.6% | Reduced |
| Associated Banc-Corp | 2,226 | $426.9K | 0.01% | −2−0.1% | Reduced |
| Vident Advisory, LLC | 2,227 | $427.1K | 0.01% | +42+1.9% | Added |
| Pinnacle Associates Ltd | 2,298 | $428.5K | 0.01% | +547+31.2% | Added |
| Northstar Group, Inc. | 2,239 | $429.4K | 0.07% | +71+3.3% | Added |
| Profund Advisors LLC | 2,242 | $430.0K | 0.02% | +481+27.3% | Added |
| Ashton Thomas Private Wealth, LLC | 2,260 | $433.5K | 0.02% | +206+10.0% | Added |
| Wealth Effects LLC | 2,267 | $434.8K | 0.15% | +150+7.1% | Added |
| Edge Financial Advisors LLC | 2,280 | $437.3K | 0.39% | +15+0.7% | Added |
| EverSource Wealth Advisors, LLC | 2,288 | $438.8K | 0.03% | +71+3.2% | Added |
| Northeast Investment Management | 2,291 | $439.4K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,292 | $439.6K | 0.08% | 00.0% | Unchanged |
| American National Bank | 2,295 | $440.1K | 0.05% | −46−2.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,303 | $441.6K | 0.01% | −358−13.5% | Reduced |
| Bellecapital International Ltd. | 2,322 | $445.3K | 0.09% | −1,413−37.8% | Reduced |
| V-Square Quantitative Management LLC | 2,344 | $449.5K | 0.07% | +525+28.9% | Added |
| Inspirion Wealth Advisors, LLC | 2,355 | $451.7K | 0.06% | +210+9.8% | Added |
| Integrated Advisors Network LLC | 2,372 | $454.8K | 0.02% | +156+7.0% | Added |
| Founders Financial Securities LLC | 2,376 | $455.7K | 0.04% | −127−5.1% | Reduced |
| LifeGuide Financial Advisors, LLC | 2,399 | $460.0K | 0.20% | +19+0.8% | Added |
| RMB Capital Management, LLC | 2,404 | $461.0K | 0.01% | −367−13.2% | Reduced |
| Safe Harbor Fiduciary, LLC | 2,446 | $469.1K | 0.44% | +2,446 | New |
| Coldstream Capital Management Inc | 2,466 | $470.1K | 0.01% | +252+11.4% | Added |
| Stablepoint Partners, LLC | 2,451 | $470.1K | 0.09% | 00.0% | Unchanged |
| Archer Investment Corp | 2,465 | $472.8K | 0.13% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 2,471 | $473.8K | 0.04% | +16+0.7% | Added |
| Level Four Advisory Services, LLC | 2,668 | $474.0K | 0.02% | +148+5.9% | Added |
| Ethos Financial Group, LLC | 2,479 | $478.0K | 0.08% | +2,479 | New |
| Peoples Bank | 2,500 | $479.4K | 0.32% | +2,500 | New |
| Zhang Financial LLC | 2,507 | $480.8K | 0.03% | −206−7.6% | Reduced |
| Columbia Asset Management | 2,524 | $484.0K | 0.09% | 00.0% | Unchanged |
| Fundamentun, LLC | 2,535 | $486.2K | 0.03% | +413+19.5% | Added |
| KG&L Capital Management,LLC | 2,544 | $487.9K | 0.16% | −880−25.7% | Reduced |
| Wesbanco Bank Inc | 2,550 | $489.0K | 0.02% | +877+52.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,559 | $490.8K | 0.10% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,569 | $492.7K | 0.07% | +10+0.4% | Added |
| Orrstown Financial Services Inc | 2,571 | $493.1K | 0.15% | +2,571 | New |
| Cary Street Partner Investment Advisory LLC | 2,571 | $493.1K | 0.02% | −85−3.2% | Reduced |
| Essex Financial Services, Inc. | 2,719 | $499.0K | 0.04% | +106+4.1% | Added |
| Main Street Financial Solutions, LLC | 2,608 | $500.2K | 0.05% | −2−0.1% | Reduced |
| HBK Sorce Advisory LLC | 2,614 | $501.3K | 0.02% | −173−6.2% | Reduced |
| Sheets Smith Wealth Management | 2,614 | $501.4K | 0.06% | +597+29.6% | Added |
| Trust Co of Vermont | 2,629 | $504.2K | 0.03% | 00.0% | Unchanged |
| Atwater Malick LLC | 2,661 | $510.3K | 0.16% | +29+1.1% | Added |
| Keeler Thomas Management LLC | 2,669 | $511.9K | 0.16% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,671 | $512.3K | 0.03% | +6+0.2% | Added |
| Oxford Asset Management LLP | 2,676 | $513.2K | 0.43% | +2,676 | New |
| Gen-Wealth Partners Inc | 2,892 | $513.4K | 0.22% | +1,216+72.6% | Added |
| Capital International Sarl | 2,685 | $514.9K | 0.01% | +2,685 | New |
| Somerville Kurt F | 2,700 | $517.8K | 0.08% | 00.0% | Unchanged |
| Tower Bridge Advisors | 2,700 | $517.8K | 0.05% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,700 | $517.8K | 0.02% | 00.0% | Unchanged |
| Capital World Investors | 2,700 | $517.8K | 0.00% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 2,701 | $518.0K | 0.06% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,856 | $520.3K | 0.02% | +192+7.2% | Added |
| Douglass Winthrop Advisors, LLC | 2,715 | $520.7K | 0.01% | −10−0.4% | Reduced |
| Ambassador Advisors, LLC | 2,736 | $524.7K | 0.09% | +705+34.7% | Added |
| Daymark Wealth Partners, LLC | 2,752 | $527.8K | 0.02% | +6+0.2% | Added |
| Hudock, Inc. | 2,763 | $529.9K | 0.09% | +9+0.3% | Added |
| First American Trust, FSB | 2,765 | $530.3K | 0.05% | −5−0.2% | Reduced |
| Tudor Investment Corp Et Al | 2,779 | $533.0K | 0.01% | −139,723−98.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,783 | $533.7K | 0.02% | −41−1.5% | Reduced |
| Weatherly Asset Management L. P. | 2,812 | $539.3K | 0.05% | +107+4.0% | Added |
| Blueshift Asset Management, LLC | 2,830 | $542.7K | 0.13% | +2,830 | New |
| Abn Amro Investment Solutions | 2,860 | $548.5K | 0.01% | −365−11.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,860 | $548.6K | 0.03% | +350+13.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,870 | $550.4K | 0.00% | +415+16.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,873 | $551.0K | 0.02% | +33+1.2% | Added |
| Gotham Asset Management, LLC | 2,874 | $551.2K | 0.01% | −11,919−80.6% | Reduced |
| Commerzbank Aktiengesellschaft | 2,888 | $554.0K | 0.01% | +2,888 | New |
| Zimmermann Investment Management & Planning LLC | 2,890 | $554.2K | 0.17% | −51−1.7% | Reduced |
| Advisory Alpha, LLC | 2,894 | $555.1K | 0.02% | +1,340+86.2% | Added |
| Hardman Johnston Global Advisors LLC | 2,900 | $556.2K | 0.02% | 00.0% | Unchanged |
| Stableford Capital II LLC | 2,993 | $556.6K | 0.22% | −10−0.3% | Reduced |
| Norden Group LLC | 2,904 | $556.9K | 0.07% | +901+45.0% | Added |
| Agf Management Ltd | 2,953 | $566.3K | 0.00% | −52−1.7% | Reduced |
| HB Wealth Management, LLC | 2,969 | $569.4K | 0.01% | +415+16.2% | Added |
| WBH Advisory Inc | 2,981 | $571.8K | 0.05% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 2,983 | $572.1K | 0.30% | −72−2.4% | Reduced |
| Waters Parkerson & Co., LLC | 2,990 | $573.0K | 0.03% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,990 | $573.3K | 0.12% | −8−0.3% | Reduced |
| CAPROCK Group, Inc. | 2,996 | $574.6K | 0.02% | −406−11.9% | Reduced |