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 |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 1,175 | $225.3K | 0.02% | +67+6.0% | Added |
| Moneta Group Investment Advisors LLC | 1,172 | $224.9K | 0.00% | +1,172 | New |
| MEMBERS Trust Co | 1,172 | $224.8K | 0.01% | −342−22.6% | Reduced |
| Clearview Wealth Advisors LLC | 1,172 | $224.7K | 0.17% | −13−1.1% | Reduced |
| Fidelis Capital Partners, LLC | 1,234 | $224.6K | 0.03% | +231+23.0% | Added |
| Hudson Valley Investment Advisors Inc | 1,164 | $223.2K | 0.02% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 1,164 | $223.2K | 0.12% | −47−3.9% | Reduced |
| Novare Capital Management LLC | 1,160 | $222.5K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,156 | $221.7K | 0.02% | +537+86.8% | Added |
| Checchi Capital Advisers, LLC | 1,153 | $221.1K | 0.02% | −2−0.2% | Reduced |
| CIC Wealth, LLC | 1,150 | $220.5K | 0.06% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,149 | $220.4K | 0.08% | +1,149 | New |
| KCM Investment Advisors LLC | 1,149 | $220.4K | 0.01% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,148 | $220.2K | 0.04% | 00.0% | Unchanged |
| McAdam, LLC | 1,148 | $220.2K | 0.01% | +37+3.3% | Added |
| TCFG Wealth Management, LLC | 1,146 | $219.8K | 0.11% | +1,146 | New |
| Commonwealth Financial Services, LLC | 1,145 | $219.7K | 0.04% | −70−5.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,138 | $218.2K | 0.02% | +7+0.6% | Added |
| Mogy Joel R Investment Counsel Inc | 1,133 | $217.3K | 0.01% | −200−15.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,129 | $216.5K | 0.02% | 00.0% | Unchanged |
| Sabal Trust CO | 1,128 | $216.3K | 0.01% | +1,128 | New |
| W Advisors, LLC | 1,123 | $215.4K | 0.13% | +2+0.2% | Added |
| Fiduciary Financial Group, LLC | 1,145 | $214.8K | 0.05% | +77+7.2% | Added |
| Arkadios Wealth Advisors | 1,120 | $214.8K | 0.01% | −211−15.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,108 | $212.5K | 0.09% | −24−2.1% | Reduced |
| Rehmann Capital Advisory Group | 1,107 | $212.4K | 0.01% | −4−0.4% | Reduced |
| First Affirmative Financial Network | 1,106 | $212.0K | 0.12% | +1,106 | New |
| Global Trust Asset Management, LLC | 1,100 | $211.0K | 0.08% | −425−27.9% | Reduced |
| Alliance Wealth Management Group | 1,100 | $211.0K | 0.06% | 00.0% | Unchanged |
| Towercrest Capital Management | 1,100 | $211.0K | 0.03% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,100 | $211.0K | 0.19% | +1,100 | New |
| Sapient Capital LLC | 1,098 | $210.6K | 0.00% | −804−42.3% | Reduced |
| Alera Investment Advisors, LLC | 1,092 | $209.4K | 0.02% | +1,092 | New |
| Sky Investment Group LLC | 1,090 | $209.0K | 0.04% | +1,090 | New |
| Left Brain Wealth Management, LLC | 1,087 | $208.5K | 0.10% | −167−13.3% | Reduced |
| M. Kulyk & Associates, LLC | 1,085 | $208.1K | 0.04% | +1,085 | New |
| Atom Investors LP | 1,085 | $208.1K | 0.02% | +1,085 | New |
| Onyx Bridge Wealth Group LLC | 1,084 | $207.9K | 0.03% | +1,084 | New |
| Davy Global Fund Management Ltd | 1,082 | $207.5K | 0.02% | −34−3.0% | Reduced |
| Stratos Wealth Advisors, LLC | 1,076 | $206.4K | 0.01% | +1,076 | New |
| BTS Asset Management, Inc. | 1,070 | $205.3K | 0.20% | +1,070 | New |
| TCG Advisory Services, LLC | 1,070 | $205.2K | 0.01% | +1,070 | New |
| KLCM Advisors, Inc. | 1,067 | $204.6K | 0.02% | +1,067 | New |
| Alpha Omega Wealth Management LLC | 1,066 | $204.4K | 0.04% | −188−15.0% | Reduced |
| Chicago Partners Investment Group LLC | 1,119 | $203.6K | 0.01% | −96−7.9% | Reduced |
| M3 Advisory Group, LLC | 1,054 | $202.2K | 0.15% | +1,054 | New |
| NTV Asset Management LLC | 1,053 | $201.9K | 0.03% | −64−5.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,053 | $201.9K | 0.05% | +1,053 | New |
| IAM Advisory, LLC | 1,050 | $201.3K | 0.05% | +1,050 | New |
| Pathway Financial Advisers, LLC | 1,035 | $198.6K | 0.09% | +333+47.4% | Added |
| Ronald Blue Trust, Inc. | 1,068 | $196.2K | 0.00% | +255+31.4% | Added |
| Clean Yield Group | 1,006 | $192.9K | 0.06% | +6+0.6% | Added |
| Ransom Advisory, Ltd | 969 | $185.8K | 0.09% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 969 | $185.7K | 0.02% | −325−25.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 959 | $184.0K | 0.02% | +459+91.8% | Added |
| Skopos Labs, Inc. | 942 | $180.7K | 0.06% | −150−13.7% | Reduced |
| Bruce G. Allen Investments, LLC | 940 | $180.3K | 0.14% | +9+1.0% | Added |
| Lowe Wealth Advisors, LLC | 934 | $179.2K | 0.08% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 917 | $176.0K | 0.03% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 900 | $172.6K | 0.01% | +900 | New |
| Hills Bank & Trust Co | 891 | $170.9K | 0.01% | −18−2.0% | Reduced |
| Centiva Capital, LP | 881 | $169.0K | 0.01% | +342+63.5% | Added |
| SYSTM Wealth Solutions LLC | 878 | $168.4K | 5.11% | −32,444−97.4% | Reduced |
| Hantz Financial Services, Inc. | 877 | $168.0K | 0.00% | +3+0.3% | Added |
| MV Capital Management, Inc. | 873 | $167.4K | 0.02% | −3−0.3% | Reduced |
| Centaurus Financial, Inc. | 864 | $166.0K | 0.01% | −30−3.4% | Reduced |
| City Holding Co | 849 | $162.8K | 0.02% | +253+42.4% | Added |
| Headlands Technologies LLC | 843 | $161.7K | 0.02% | −1,132−57.3% | Reduced |
| Independence Bank of Kentucky | 840 | $161.1K | 0.03% | −50−5.6% | Reduced |
| Rothschild Investment LLC | 837 | $160.5K | 0.01% | −289−25.7% | Reduced |
| JNBA Financial Advisors | 832 | $159.6K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 746 | $143.1K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 743 | $142.5K | 0.01% | +4+0.5% | Added |
| WFA of San Diego, LLC | 735 | $141.0K | 0.12% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 732 | $140.4K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 694 | $133.1K | 0.08% | +694 | New |
| Slocum, Gordon & Co LLP | 693 | $132.9K | 0.05% | 00.0% | Unchanged |
| Elgethun Capital Management | 691 | $132.5K | 0.03% | +5+0.7% | Added |
| Brown, Lisle/Cummings, Inc. | 688 | $131.9K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 660 | $126.6K | 0.06% | −24−3.5% | Reduced |
| Manchester Capital Management LLC | 657 | $126.0K | 0.01% | −4−0.6% | Reduced |
| Sentry Investment Management LLC | 652 | $125.0K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 645 | $123.7K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 632 | $121.2K | 0.03% | +632 | New |
| Blackhill Capital Inc | 600 | $115.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 600 | $115.0K | 0.04% | −300−33.3% | Reduced |
| Smartleaf Asset Management LLC | 584 | $112.9K | 0.01% | +131+28.9% | Added |
| Parkside Financial Bank & Trust | 552 | $105.9K | 0.01% | −27−4.7% | Reduced |
| Bank of New Hampshire | 530 | $101.6K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 525 | $100.7K | 0.01% | −23−4.2% | Reduced |
| Sound Income Strategies, LLC | 524 | $100.5K | 0.01% | +31+6.3% | Added |
| Lindbrook Capital, LLC | 512 | $98.2K | 0.01% | +85+19.9% | Added |
| Hollencrest Capital Management | 505 | $96.8K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $95.9K | 0.04% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 499 | $95.7K | 0.05% | 00.0% | Unchanged |
| Adirondack Trust Co | 497 | $95.3K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 482 | $92.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 474 | $90.9K | 0.02% | −28−5.6% | Reduced |
| Brown Brothers Harriman & Co | 469 | $89.9K | 0.00% | −178−27.5% | Reduced |
| Quent Capital, LLC | 460 | $88.2K | 0.01% | +314+215.1% | Added |