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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 452 | $86.7K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 450 | $86.3K | 0.04% | 00.0% | Unchanged |
| New Millennium Group LLC | 445 | $85.3K | 0.06% | +1+0.2% | Added |
| First Horizon Advisors, Inc. | 439 | $84.3K | 0.00% | +43+10.9% | Added |
| Banque Cantonale Vaudoise | 439 | $84.0K | 0.00% | −2,594−85.5% | Reduced |
| Peoples Financial Services Corp. | 429 | $82.3K | 0.04% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 426 | $81.7K | 0.00% | +426 | New |
| Financial Network Wealth Advisors LLC | 422 | $80.9K | 0.07% | −32−7.0% | Reduced |
| FinTrust Capital Advisors, LLC | 404 | $77.6K | 0.01% | +25+6.6% | Added |
| Ruedi Wealth Management, Inc. | 400 | $76.7K | 0.03% | −1−0.2% | Reduced |
| Estabrook Capital Management | 400 | $76.7K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 400 | $76.7K | 0.05% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 400 | $76.7K | 0.03% | −35−8.0% | Reduced |
| Mather Group, LLC. | 397 | $76.1K | 0.00% | −1,346−77.2% | Reduced |
| Fairfield Financial Advisors, LTD | 386 | $74.1K | 0.03% | −396−50.6% | Reduced |
| Rosenberg Matthew Hamilton | 378 | $72.5K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 380 | $72.0K | 0.04% | +1+0.3% | Added |
| Cromwell Holdings LLC | 346 | $66.4K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 337 | $64.6K | 0.01% | −37−9.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 337 | $64.6K | 0.01% | +337 | New |
| Salomon & Ludwin, LLC | 333 | $63.9K | 0.01% | +63+23.3% | Added |
| BOK Financial Private Wealth, Inc. | 330 | $63.2K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 326 | $63.0K | 0.00% | +26+8.7% | Added |
| Sanctuary Wealth Management, L.L.C. | 328 | $62.9K | 0.04% | +328 | New |
| Gleason Group, Inc. | 316 | $60.7K | 0.01% | +2+0.6% | Added |
| Reuter James Wealth Management, LLC | 315 | $60.4K | 0.01% | +315 | New |
| Cranbrook Wealth Management, LLC | 314 | $60.2K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 310 | $59.5K | 0.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 300 | $58.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 302 | $57.9K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $57.5K | 0.01% | −6,500−95.6% | Reduced |
| Princeton Global Asset Management LLC | 300 | $57.5K | 0.01% | −58−16.2% | Reduced |
| GoalVest Advisory LLC | 300 | $57.5K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 294 | $56.4K | 0.00% | +5+1.7% | Added |
| GPS Wealth Strategies Group, LLC | 286 | $54.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 276 | $52.9K | 0.01% | −7−2.5% | Reduced |
| Thompson Investment Management, Inc. | 275 | $52.7K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 271 | $51.9K | 0.03% | +2+0.7% | Added |
| Glass Jacobson Investment Advisors llc | 266 | $51.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 256 | $49.1K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 252 | $48.4K | 0.02% | +252 | New |
| AlphaMark Advisors, LLC | 250 | $48.0K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 250 | $47.9K | 0.03% | −800−76.2% | Reduced |
| Future Financial Wealth Managment LLC | 250 | $47.9K | 0.03% | +250 | New |
| Armstrong Advisory Group, Inc | 240 | $46.0K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 238 | $45.6K | 0.18% | +238 | New |
| Sugarloaf Wealth Management, LLC | 229 | $43.9K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 225 | $43.2K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 216 | $41.4K | 0.00% | −342−61.3% | Reduced |
| State of Wyoming | 214 | $41.0K | 0.01% | +214 | New |
| Bell Investment Advisors, Inc | 208 | $39.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 206 | $39.5K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 205 | $39.3K | 0.01% | −95−31.7% | Reduced |
| LGT Financial Advisors LLC | 204 | $39.1K | 0.10% | −198−49.3% | Reduced |
| Old Second National Bank of Aurora | 200 | $38.4K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $38.4K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $38.4K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 196 | $37.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 183 | $35.1K | 0.00% | +1+0.5% | Added |
| Crewe Advisors LLC | 180 | $34.5K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 179 | $34.0K | 0.03% | −1,656−90.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 170 | $32.6K | 0.00% | −121−41.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $32.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 167 | $32.0K | 0.02% | −79−32.1% | Reduced |
| St Germain D J Co Inc | 162 | $31.1K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 157 | $30.1K | 0.01% | +1+0.6% | Added |
| Integrated Investment Consultants, LLC | 11,125 | $29.4K | 0.01% | +11,125 | New |
| Dunhill Financial, LLC | 152 | $29.1K | 0.01% | +16+11.8% | Added |
| Monetary Management Group Inc | 150 | $28.8K | 0.01% | −300−66.7% | Reduced |
| Indiana Trust & Investment Management CO | 150 | $28.8K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 150 | $28.8K | 0.01% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 150 | $28.8K | 0.01% | +150 | New |
| Concord Wealth Partners | 141 | $27.0K | 0.00% | −50−26.2% | Reduced |
| Bangor Savings Bank | 138 | $26.5K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 130 | $25.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 144 | $25.0K | 0.01% | +144 | New |
| Ashton Thomas Securities, LLC | 128 | $24.5K | 0.00% | +128 | New |
| Rise Advisors, LLC | 128 | $24.5K | 0.01% | +1+0.8% | Added |
| Pinnacle Bancorp, Inc. | 125 | $24.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 125 | $24.0K | 0.01% | +125 | New |
| POM Investment Strategies, LLC | 120 | $23.0K | 0.02% | +120 | New |
| New England Capital Financial Advisors LLC | 118 | $22.7K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 116 | $22.3K | 0.01% | +116 | New |
| LRI Investments, LLC | 123 | $22.1K | 0.00% | +99+412.5% | Added |
| GHP Investment Advisors, Inc. | 114 | $21.9K | 0.00% | −41−26.5% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 112 | $21.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 112 | $21.5K | 0.01% | +112 | New |
| Burkett Financial Services, LLC | 111 | $21.2K | 0.01% | +1+0.9% | Added |
| Reston Wealth Management LLC | 110 | $21.1K | 0.01% | +110 | New |
| Capital Advisors, Ltd. LLC | 108 | $21.0K | 0.00% | −32−22.9% | Reduced |
| Coppell Advisory Solutions LLC | 108 | $20.9K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 108 | $20.7K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 104 | $19.9K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 104 | $19.9K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 104 | $19.9K | 0.00% | +25+31.6% | Added |
| Larson Financial Group LLC | 104 | $19.9K | 0.00% | +68+188.9% | Added |
| Livelsberger Financial Advisory | 103 | $19.7K | 0.41% | +103 | New |
| EnRich Financial Partners LLC | 101 | $19.4K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 100 | $19.2K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $19.2K | 0.01% | 00.0% | Unchanged |