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 28 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 |
|---|---|---|---|---|---|
| Letson Investment Management, Inc. | 1,575 | $302.1K | 0.12% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 1,569 | $300.9K | 0.06% | +431+37.9% | Added |
| Capstone Triton Financial Group, LLC | 1,565 | $300.3K | 0.19% | +219+16.3% | Added |
| Fulton Bank, N.A. | 1,560 | $299.2K | 0.01% | −34−2.1% | Reduced |
| Csenge Advisory Group | 1,608 | $299.1K | 0.02% | +53+3.4% | Added |
| J. Goldman & Co LP | 1,559 | $299.0K | 0.01% | +1,559 | New |
| Bogart Wealth, LLC | 1,555 | $298.2K | 0.01% | +6+0.4% | Added |
| Beverly Hills Private Wealth, LLC | 1,554 | $298.0K | 0.06% | +4+0.3% | Added |
| Ameritas Investment Partners, Inc. | 1,553 | $297.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,550 | $297.3K | 0.03% | −43−2.7% | Reduced |
| RiverFront Investment Group, LLC | 1,550 | $297.3K | 0.01% | +1,550 | New |
| Strategic Family Wealth Counselors, L.L.C. | 1,532 | $293.9K | 0.10% | +5+0.3% | Added |
| MBB Public Markets I LLC | 1,530 | $293.4K | 0.02% | −9,105−85.6% | Reduced |
| Radnor Capital Management, LLC | 1,527 | $293.0K | 0.04% | +1,527 | New |
| Almanack Investment Partners, LLC. | 1,527 | $292.9K | 0.05% | −5−0.3% | Reduced |
| Evercore Wealth Management, LLC | 1,513 | $290.2K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,508 | $290.0K | 0.05% | −75−4.7% | Reduced |
| Beaton Management Co. Inc. | 1,509 | $289.0K | 0.15% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 1,508 | $289.0K | 0.06% | +1,508 | New |
| Occidental Asset Management, LLC | 1,504 | $288.4K | 0.05% | −329−17.9% | Reduced |
| Rossmore Private Capital | 1,501 | $287.8K | 0.04% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,500 | $287.7K | 0.09% | −8−0.5% | Reduced |
| Nadler Financial Group, Inc. | 1,500 | $287.7K | 0.03% | 00.0% | Unchanged |
| Community Trust & Investment Co | 1,500 | $287.7K | 0.02% | +1,500 | New |
| Eastern Bank | 1,500 | $287.7K | 0.01% | +1,500 | New |
| Equitable Trust Co | 1,483 | $284.4K | 0.02% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 1,483 | $284.4K | 0.20% | +1,483 | New |
| Wealth Alliance Advisory Group, LLC | 1,477 | $283.3K | 0.06% | +1,477 | New |
| Berkshire Bank | 1,476 | $283.1K | 0.07% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,475 | $282.9K | 0.01% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 1,470 | $281.9K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,449 | $277.9K | 0.00% | +49+3.5% | Added |
| Adalta Capital Management LLC | 1,444 | $276.9K | 0.14% | +724+100.6% | Added |
| Synovus Financial Corp | 1,444 | $276.9K | 0.00% | −219−13.2% | Reduced |
| Accurate Wealth Management, LLC | 1,497 | $275.9K | 0.06% | +59+4.1% | Added |
| Patriot Investment Management Inc. | 1,428 | $273.9K | 0.02% | −115−7.5% | Reduced |
| Stanley-Laman Group, Ltd. | 1,426 | $273.5K | 0.04% | 00.0% | Unchanged |
| Headinvest, LLC | 1,425 | $273.3K | 0.05% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 1,423 | $272.9K | 0.03% | −17,103−92.3% | Reduced |
| Gallacher Capital Management LLC | 1,423 | $272.9K | 0.13% | −3,415−70.6% | Reduced |
| Sachetta, LLC | 1,417 | $271.8K | 0.11% | −91−6.0% | Reduced |
| WealthTrust Axiom LLC | 1,410 | $270.4K | 0.08% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,405 | $269.5K | 0.03% | −148−9.5% | Reduced |
| Baldwin Investment Management, LLC | 1,401 | $268.7K | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,400 | $268.5K | 0.07% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 1,399 | $268.3K | 0.11% | −243−14.8% | Reduced |
| Vaughan David Investments LLC | 1,394 | $267.0K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 1,390 | $266.6K | 0.02% | +1,390 | New |
| Lane & Associates LLC | 1,385 | $265.5K | 0.14% | +1,385 | New |
| Garrison Point Advisors, LLC | 1,383 | $265.2K | 0.16% | −5−0.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,376 | $264.7K | 0.02% | +1,376 | New |
| Savvy Advisors, Inc. | 1,367 | $262.2K | 0.05% | +1,367 | New |
| Foundations Investment Advisors, LLC | 1,367 | $262.1K | 0.01% | +247+22.1% | Added |
| Security Financial Services, INC. | 1,363 | $261.4K | 0.05% | +1,363 | New |
| Baader Bank INC | 1,467 | $261.2K | 0.02% | +326+28.6% | Added |
| MTM Investment Management, LLC | 1,358 | $260.5K | 0.10% | +50+3.8% | Added |
| International Private Wealth Advisors LLC | 1,358 | $260.4K | 0.38% | −52−3.7% | Reduced |
| Colonial River Wealth Management, LLC | 1,358 | $260.4K | 0.13% | +53+4.1% | Added |
| Connecticut Wealth Management, LLC | 1,357 | $260.3K | 0.01% | −409−23.2% | Reduced |
| Significant Wealth Partners LLC | 1,353 | $259.5K | 0.13% | +241+21.7% | Added |
| Wedmont Private Capital | 1,372 | $257.4K | 0.01% | +74+5.7% | Added |
| Quadrant Capital Group LLC | 1,341 | $257.2K | 0.02% | −15−1.1% | Reduced |
| Fullcircle Wealth LLC | 1,403 | $256.5K | 0.12% | +1,403 | New |
| J. W. Coons Advisors, LLC | 1,325 | $254.1K | 0.06% | −10−0.7% | Reduced |
| YHB Investment Advisors, Inc. | 1,320 | $253.2K | 0.02% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,314 | $252.0K | 0.02% | −5−0.4% | Reduced |
| Mitchell Sinkler & Starr | 1,311 | $251.4K | 0.06% | +1,311 | New |
| Nations Financial Group Inc, | 1,307 | $250.7K | 0.02% | +1,307 | New |
| Chapin Davis, Inc. | 1,304 | $250.1K | 0.08% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 1,303 | $249.9K | 0.08% | +9+0.7% | Added |
| Perkins Capital Management Inc | 1,300 | $249.3K | 0.23% | −500−27.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,300 | $249.3K | 0.16% | −225−14.8% | Reduced |
| Baron Wealth Management LLC | 1,277 | $244.9K | 0.12% | −7−0.5% | Reduced |
| Insigneo Advisory Services, LLC | 1,256 | $240.9K | 0.02% | +1,256 | New |
| Vista Investment Partners LLC | 1,252 | $240.1K | 0.08% | +1+0.1% | Added |
| Select Asset Management & Trust | 1,250 | $240.0K | 0.09% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,250 | $239.7K | 0.03% | −7−0.6% | Reduced |
| Vertex Planning Partners, LLC | 1,250 | $239.7K | 0.06% | +2+0.2% | Added |
| Relyea Zuckerberg Hanson LLC | 1,249 | $239.5K | 0.04% | −297−19.2% | Reduced |
| Pitcairn Co | 1,248 | $239.3K | 0.01% | −298−19.3% | Reduced |
| Capital Analysts, LLC | 1,244 | $239.0K | 0.01% | +467+60.1% | Added |
| Strategic Financial Services, Inc, | 1,244 | $238.6K | 0.01% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,240 | $237.8K | 0.03% | +9+0.7% | Added |
| Massmutual Trust Co FSB | 1,239 | $237.6K | 0.01% | −118−8.7% | Reduced |
| Sunbelt Securities, Inc. | 1,238 | $237.5K | 0.02% | +254+25.8% | Added |
| Drive Wealth Management, LLC | 1,232 | $236.2K | 0.06% | −68−5.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,229 | $235.8K | 0.13% | +1,229 | New |
| Spire Wealth Management | 1,228 | $235.5K | 0.01% | −9−0.7% | Reduced |
| D.B. Root & Company, LLC | 1,224 | $234.7K | 0.08% | −124−9.2% | Reduced |
| Atomi Financial Group, Inc. | 1,223 | $234.6K | 0.01% | +1,223 | New |
| Gill Capital Partners, LLC | 1,223 | $234.6K | 0.08% | +8+0.7% | Added |
| Thrive Wealth Management, LLC | 1,221 | $234.1K | 0.04% | −3−0.2% | Reduced |
| Ignite Planners, LLC | 1,219 | $233.8K | 0.05% | +17+1.4% | Added |
| Independent Financial Group, LLC | 1,212 | $232.5K | 0.01% | −1,474−54.9% | Reduced |
| Moseley Investment Management Inc | 1,211 | $232.2K | 0.09% | −350−22.4% | Reduced |
| Abacus Planning Group, Inc. | 1,191 | $228.3K | 0.04% | +37+3.2% | Added |
| Strategic Blueprint, LLC | 1,182 | $226.8K | 0.01% | +1,182 | New |
| Keystone Financial Group | 1,180 | $226.3K | 0.03% | +1,180 | New |
| Leonteq Securities AG | 1,177 | $225.7K | 0.03% | −4,956−80.8% | Reduced |
| Smith Anglin Financial, LLC | 1,176 | $225.6K | 0.02% | +2+0.2% | Added |