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