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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 4,174 | $800.6K | 0.05% | +507+13.8% | Added |
| Aaron Wealth Advisors | 4,176 | $800.9K | 0.10% | −898−17.7% | Reduced |
| Schulhoff & Co Inc | 4,181 | $801.8K | 0.33% | +550+15.1% | Added |
| Aviso Financial Inc. | 4,220 | $809.3K | 0.04% | +320+8.2% | Added |
| Tokio Marine Asset Management Co Ltd | 4,230 | $811.2K | 0.04% | +430+11.3% | Added |
| Eqis Capital Management, Inc. | 4,275 | $819.9K | 0.07% | +117+2.8% | Added |
| Independent Wealth Network Inc. | 4,298 | $824.3K | 0.36% | +65+1.5% | Added |
| Helios Capital Management Pte. Ltd | 4,300 | $824.7K | 0.51% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,316 | $827.7K | 0.07% | +100+2.4% | Added |
| Flagship Harbor Advisors, LLC | 4,328 | $829.9K | 0.05% | +336+8.4% | Added |
| Summit Global Investments | 4,347 | $834.0K | 0.05% | −2,673−38.1% | Reduced |
| Formidable Asset Management, LLC | 4,350 | $834.3K | 0.13% | 00.0% | Unchanged |
| Key Financial Inc | 4,362 | $836.5K | 0.18% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,363 | $836.7K | 0.04% | −103−2.3% | Reduced |
| Summit Financial, LLC | 4,368 | $837.6K | 0.03% | +1,159+36.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,372 | $838.5K | 0.06% | −389−8.2% | Reduced |
| Veriti Management LLC | 4,393 | $842.5K | 0.05% | +351+8.7% | Added |
| Pinnacle Financial Partners Inc | 4,404 | $844.6K | 0.02% | −44−1.0% | Reduced |
| River Wealth Advisors LLC | 4,411 | $846.0K | 0.11% | −56−1.3% | Reduced |
| Univest Financial Corp | 4,432 | $850.0K | 0.06% | +1,405+46.4% | Added |
| SRN Advisors, LLC | 4,446 | $852.7K | 0.76% | −190−4.1% | Reduced |
| Parallel Advisors, LLC | 4,451 | $853.8K | 0.02% | +8+0.2% | Added |
| Field & Main Bank | 4,515 | $865.9K | 0.31% | +220+5.1% | Added |
| WESPAC Advisors, LLC | 4,533 | $869.3K | 0.64% | +285+6.7% | Added |
| BKD Wealth Advisors, LLC | 4,573 | $876.9K | 0.02% | −5−0.1% | Reduced |
| Glenview Trust Co | 4,578 | $878.0K | 0.02% | +923+25.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,681 | $897.7K | 0.02% | −17−0.4% | Reduced |
| SPC Financial, Inc. | 4,705 | $902.3K | 0.08% | +325+7.4% | Added |
| Welch & Forbes LLC | 4,724 | $906.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,769 | $914.6K | 0.02% | +34+0.7% | Added |
| Jacobi Capital Management LLC | 4,793 | $919.1K | 0.07% | +208+4.5% | Added |
| Meyer Handelman Co | 4,800 | $920.5K | 0.03% | 00.0% | Unchanged |
| Natixis | 4,821 | $924.6K | 0.01% | −6,989−59.2% | Reduced |
| NEOS Investment Management LLC | 4,835 | $927.3K | 0.03% | +812+20.2% | Added |
| Woodmont Investment Counsel LLC | 4,856 | $931.3K | 0.07% | −20−0.4% | Reduced |
| Advisory Research Inc | 4,895 | $938.8K | 0.17% | −328−6.3% | Reduced |
| Marshall Financial Group LLC | 4,916 | $942.8K | 0.23% | +83+1.7% | Added |
| Investment Management Corp of Ontario | 4,931 | $945.7K | 0.02% | +1,600+48.0% | Added |
| Wellington Management Group LLP | 4,993 | $957.6K | 0.00% | +1,645+49.1% | Added |
| Prescott Group Capital Management, L.L.C. | 5,000 | $958.9K | 0.14% | 00.0% | Unchanged |
| NBT Bank N A | 5,006 | $960.1K | 0.06% | −800−13.8% | Reduced |
| Aureus Asset Management, LLC | 5,050 | $968.5K | 0.06% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 5,052 | $968.8K | 0.06% | +2,624+108.1% | Added |
| SpiderRock Advisors, LLC | 5,055 | $969.5K | 0.02% | −103−2.0% | Reduced |
| Stegent Equity Advisors, Inc. | 5,062 | $970.9K | 1.07% | −58−1.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,075 | $973.3K | 0.23% | −150−2.9% | Reduced |
| Transcend Wealth Collective, LLC | 5,093 | $976.7K | 0.07% | +173+3.5% | Added |
| nVerses Capital, LLC | 5,100 | $978.1K | 0.45% | +4,800+1,600.0% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $978.1K | 0.02% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 5,100 | $978.1K | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,103 | $978.7K | 0.06% | +102+2.0% | Added |
| Legato Capital Management LLC | 5,105 | $979.0K | 0.12% | 00.0% | Unchanged |
| Woodstock Corp | 5,116 | $981.1K | 0.09% | +1,450+39.6% | Added |
| Chilton Capital Management LLC | 5,153 | $988.2K | 0.04% | +72+1.4% | Added |
| Omers Administration Corp | 5,197 | $996.7K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 5,230 | $1.00M | 0.00% | −58,408−91.8% | Reduced |
| Crew Capital Management, Ltd. | 5,247 | $1.01M | 0.80% | +760+16.9% | Added |
| Levin Capital Strategies, L.P. | 5,250 | $1.01M | 0.10% | +2,250+75.0% | Added |
| Two Sigma Securities, LLC | 5,300 | $1.02M | 0.08% | −17,112−76.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,327 | $1.02M | 0.03% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 5,330 | $1.02M | 0.36% | +36+0.7% | Added |
| Credit Agricole S A | 5,341 | $1.02M | 0.01% | −362−6.3% | Reduced |
| Intelligent Financial Strategies | 5,347 | $1.03M | 0.56% | −3−0.1% | Reduced |
| Private Trust Co NA | 5,357 | $1.03M | 0.10% | −80−1.5% | Reduced |
| Van Cleef Asset Management,Inc | 5,373 | $1.03M | 0.11% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 5,379 | $1.03M | 0.01% | 00.0% | Unchanged |
| Busey Wealth Management | 5,400 | $1.04M | 0.03% | +647+13.6% | Added |
| Pensionfund Sabic | 5,400 | $1.04M | 0.32% | −1,300−19.4% | Reduced |
| Waterfront Wealth Inc. | 5,662 | $1.04M | 0.25% | +117+2.1% | Added |
| Wealthspire Advisors, LLC | 5,433 | $1.04M | 0.01% | +434+8.7% | Added |
| Clearbridge Investments, LLC | 5,440 | $1.04M | 0.00% | −2,100−27.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,450 | $1.04M | 0.06% | +1,600+41.6% | Added |
| Clearstead Advisors, LLC | 5,457 | $1.05M | 0.02% | +1,218+28.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,476 | $1.05M | 0.04% | −70−1.3% | Reduced |
| Principal Securities, Inc. | 5,487 | $1.05M | 0.03% | +807+17.2% | Added |
| Advisors Capital Management, LLC | 5,555 | $1.06M | 0.02% | −73−1.3% | Reduced |
| Atlantic Union Bankshares Corp | 5,557 | $1.07M | 0.06% | −361−6.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,566 | $1.07M | 0.01% | −826−12.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.07M | 0.00% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 5,599 | $1.07M | 0.17% | +500+9.8% | Added |
| Aviva PLC | 5,613 | $1.08M | 0.00% | −24−0.4% | Reduced |
| Park Avenue Securities LLC | 5,646 | $1.08M | 0.01% | +62+1.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,673 | $1.09M | 0.02% | +2,961+109.2% | Added |
| Harbour Investments, Inc. | 5,685 | $1.09M | 0.03% | −161−2.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,697 | $1.09M | 0.08% | +153+2.8% | Added |
| Paradigm Asset Management Co LLC | 5,700 | $1.09M | 0.29% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,712 | $1.10M | 0.14% | +7+0.1% | Added |
| PFG Advisors | 5,810 | $1.11M | 0.07% | −692−10.6% | Reduced |
| Engineers Gate Manager LP | 5,829 | $1.12M | 0.02% | −27,044−82.3% | Reduced |
| Capstone Investment Advisors, LLC | 5,855 | $1.12M | 0.02% | −1,033−15.0% | Reduced |
| Ci Investments Inc. | 5,854 | $1.12M | 0.00% | +153+2.7% | Added |
| Trivant Custom Portfolio Group, LLC | 5,874 | $1.13M | 0.65% | −3,082−34.4% | Reduced |
| Intellectus Partners, LLC | 5,875 | $1.13M | 0.29% | +590+11.2% | Added |
| GWM Advisors LLC | 5,911 | $1.13M | 0.01% | −604−9.3% | Reduced |
| Norinchukin Bank, The | 5,936 | $1.14M | 0.03% | +769+14.9% | Added |
| Alpine Woods Capital Investors, LLC | 6,415 | $1.15M | 0.20% | −12,600−66.3% | Reduced |
| Philadelphia Trust Co | 5,975 | $1.15M | 0.08% | +21+0.4% | Added |
| Mirabella Financial Services LLP | 6,006 | $1.15M | 0.06% | +6,006 | New |
| Massachusetts Wealth Management | 6,007 | $1.15M | 0.73% | +75+1.3% | Added |
| Tower Research Capital LLC (TRC) | 6,021 | $1.15M | 0.03% | −1,212−16.8% | Reduced |