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 |
|---|---|---|---|---|---|
| Cassia Capital Partners, LLC | 2,999 | $575.1K | 0.38% | −193−6.0% | Reduced |
| Quinn Opportunity Partners LLC | 3,000 | $575.3K | 0.06% | −13,600−81.9% | Reduced |
| Argent Trust Co | 3,002 | $575.7K | 0.02% | −20−0.7% | Reduced |
| Bridge Creek Capital Management LLC | 3,015 | $578.2K | 0.17% | +1,170+63.4% | Added |
| Tompkins Financial Corp | 3,016 | $578.4K | 0.06% | +390+14.9% | Added |
| Fernwood Investment Management, LLC | 3,025 | $580.1K | 0.19% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,046 | $584.2K | 0.02% | +4+0.1% | Added |
| StoneX Group Inc. | 3,052 | $585.3K | 0.04% | +474+18.4% | Added |
| Old National Bancorp | 3,053 | $585.5K | 0.01% | −191−5.9% | Reduced |
| Kestra Investment Management, LLC | 3,065 | $587.8K | 0.03% | +3,065 | New |
| Forte Capital LLC | 3,074 | $589.6K | 0.07% | +635+26.0% | Added |
| Wealth Alliance | 3,075 | $589.7K | 0.07% | +328+11.9% | Added |
| Allworth Financial LP | 3,100 | $594.5K | 0.00% | −2−0.1% | Reduced |
| Oakworth Capital, Inc. | 3,109 | $596.2K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,116 | $597.6K | 0.01% | +25+0.8% | Added |
| First National Trust Co | 3,127 | $599.7K | 0.02% | −63−2.0% | Reduced |
| Ledyard National Bank | 3,127 | $599.7K | 0.05% | +1,824+140.0% | Added |
| Spears Abacus Advisors LLC | 3,159 | $605.8K | 0.01% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 3,159 | $605.9K | 0.26% | −23−0.7% | Reduced |
| Sumitomo Life Insurance Co | 3,170 | $607.9K | 0.01% | −47−1.5% | Reduced |
| Old Point Trust & Financial Services N A | 3,170 | $607.9K | 0.22% | +88+2.9% | Added |
| United Capital Financial Advisers, LLC | 3,214 | $616.4K | 0.01% | −1,001−23.7% | Reduced |
| America First Investment Advisors, LLC | 3,217 | $617.0K | 0.14% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,217 | $617.0K | 0.14% | +4+0.1% | Added |
| Ipswich Investment Management Co., Inc. | 3,250 | $623.3K | 0.14% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 3,266 | $626.4K | 0.22% | −178−5.2% | Reduced |
| West Family Investments, Inc. | 3,273 | $627.7K | 0.21% | +7+0.2% | Added |
| NBC Securities, Inc. | 3,287 | $630.0K | 0.05% | −14−0.4% | Reduced |
| Tarbox Family Office, Inc. | 3,309 | $634.7K | 0.10% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,335 | $639.7K | 0.03% | −4,229−55.9% | Reduced |
| Florida Financial Advisors, LLC | 3,354 | $643.2K | 0.33% | +264+8.5% | Added |
| Benchmark Investment Advisors LLC | 3,400 | $652.1K | 0.46% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,404 | $652.8K | 0.01% | −566−14.3% | Reduced |
| RSM US Wealth Management LLC | 3,405 | $653.2K | 0.01% | −349−9.3% | Reduced |
| Alhambra Investment Partners LLC | 3,414 | $654.7K | 0.34% | +3,414 | New |
| Ade, LLC | 3,420 | $655.9K | 0.40% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,501 | $671.4K | 0.04% | +10.0% | Added |
| Hixon Zuercher, LLC | 3,519 | $674.9K | 0.26% | +149+4.4% | Added |
| Quest Partners LLC | 3,524 | $675.8K | 0.06% | −1,747−33.1% | Reduced |
| Moloney Securities Asset Management, LLC | 3,540 | $678.9K | 0.09% | +650+22.5% | Added |
| Fullerton Fund Management Co Ltd. | 3,542 | $679.3K | 0.03% | +3,542 | New |
| Pettyjohn, Wood & White, Inc | 3,555 | $681.8K | 0.13% | +1,080+43.6% | Added |
| EP Wealth Advisors, LLC | 3,578 | $686.3K | 0.01% | −35−1.0% | Reduced |
| Arete Wealth Advisors, LLC | 3,588 | $688.0K | 0.06% | +1,735+93.6% | Added |
| KFG Wealth Management, LLC | 3,592 | $688.9K | 0.15% | −57−1.6% | Reduced |
| Midland Wealth Advisors LLC | 3,600 | $690.4K | 0.04% | −510−12.4% | Reduced |
| World Equity Group, Inc. | 3,602 | $690.8K | 0.25% | +145+4.2% | Added |
| Ieq Capital, LLC | 3,611 | $692.5K | 0.01% | −942−20.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,633 | $696.7K | 0.32% | +2,691+285.7% | Added |
| Unigestion Holding SA | 3,660 | $701.9K | 0.03% | +467+14.6% | Added |
| Harvey Investment Co LLC | 3,674 | $705.0K | 0.08% | −600−14.0% | Reduced |
| Resources Investment Advisors, LLC. | 3,688 | $707.3K | 0.01% | +349+10.5% | Added |
| HM Payson & Co | 3,690 | $707.7K | 0.01% | +3+0.1% | Added |
| Weik Capital Management | 3,693 | $708.2K | 0.29% | −50−1.3% | Reduced |
| Ritholtz Wealth Management | 3,717 | $712.8K | 0.02% | −8−0.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,923 | $713.9K | 0.34% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 3,732 | $715.7K | 0.33% | +321+9.4% | Added |
| CWA Asset Management Group, LLC | 3,749 | $719.0K | 0.04% | +3,749 | New |
| Farmers Trust Co | 3,763 | $721.7K | 0.13% | −4−0.1% | Reduced |
| Silver Coast Investments LLC | 3,768 | $722.6K | 0.27% | +809+27.3% | Added |
| First Command Advisory Services, Inc. | 3,777 | $724.4K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,786 | $726.1K | 0.02% | −135−3.4% | Reduced |
| Portside Wealth Group, LLC | 3,796 | $728.0K | 0.12% | −58−1.5% | Reduced |
| Northstar Asset Management LLC | 3,800 | $728.8K | 0.17% | 00.0% | Unchanged |
| Dillon & Associates Inc | 3,833 | $736.0K | 0.10% | −153−3.8% | Reduced |
| Napatree Capital LLC | 3,839 | $736.2K | 0.51% | −32−0.8% | Reduced |
| Diligent Investors, LLC | 3,847 | $737.9K | 0.17% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 3,850 | $738.4K | 0.26% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3,856 | $739.5K | 0.02% | +234+6.5% | Added |
| Valley Brook Capital Group | 3,857 | $739.7K | 0.53% | −210−5.2% | Reduced |
| First Hawaiian Bank | 3,862 | $740.7K | 0.02% | +11+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 3,862 | $740.7K | 0.06% | −10.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,899 | $747.7K | 0.01% | +279+7.7% | Added |
| Lowe Brockenbrough & Co Inc | 3,902 | $748.3K | 0.05% | −362−8.5% | Reduced |
| Simplicity Wealth,LLC | 3,911 | $750.0K | 0.07% | −1,625−29.4% | Reduced |
| Money Concepts Capital Corp | 3,929 | $753.4K | 0.06% | +168+4.5% | Added |
| Sequoia Financial Advisors, LLC | 3,958 | $759.1K | 0.01% | −779−16.4% | Reduced |
| AE Wealth Management LLC | 3,961 | $759.7K | 0.01% | +179+4.7% | Added |
| HighPoint Advisor Group LLC | 4,239 | $759.9K | 0.04% | +51+1.2% | Added |
| Avidian Wealth Solutions, LLC | 3,966 | $760.6K | 0.03% | +5+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 5,812 | $761.6K | 0.01% | −5,408−48.2% | Reduced |
| Squarepoint Ops LLC | 3,977 | $762.7K | 0.00% | −35,372−89.9% | Reduced |
| Proequities, Inc. | 3,977 | $762.7K | 0.05% | +198+5.2% | Added |
| Arrow Financial Corp | 3,989 | $765.0K | 0.07% | +25+0.6% | Added |
| Gifford Fong Associates | 4,000 | $767.0K | 0.19% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4,000 | $767.1K | 0.12% | 00.0% | Unchanged |
| Gabelli Funds LLC | 4,000 | $767.1K | 0.01% | +1,500+60.0% | Added |
| Koshinski Asset Management, Inc. | 4,015 | $769.9K | 0.07% | +1,498+59.5% | Added |
| BLB&B Advisors, LLC | 4,020 | $771.0K | 0.04% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 4,039 | $774.6K | 0.49% | +239+6.3% | Added |
| Legacy Financial Advisors, Inc. | 4,048 | $776.4K | 0.13% | +39+1.0% | Added |
| GAMMA Investing LLC | 4,054 | $777.5K | 0.08% | +1,005+33.0% | Added |
| Somerset Trust Co | 4,062 | $779.0K | 0.29% | −58−1.4% | Reduced |
| Precedent Wealth Partners, LLC | 4,078 | $782.1K | 0.26% | +289+7.6% | Added |
| Shum Financial Group, Inc. | 4,396 | $791.8K | 0.66% | +4,396 | New |
| Wealth Group, Ltd. | 4,131 | $792.0K | 0.53% | +51+1.3% | Added |
| Forum Financial Management, LP | 4,130 | $792.0K | 0.01% | +64+1.6% | Added |
| Applied Finance Capital Management, LLC | 4,155 | $796.8K | 0.03% | +256+6.6% | Added |
| Intrust Bank NA | 4,157 | $797.2K | 0.08% | −151−3.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,169 | $799.5K | 0.01% | 00.0% | Unchanged |