Hershey Co

HSY

Exchange: NYSE
Industry: Sugar & Confectionery Products
SEC CIK: 0000047111

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2024: 1,400 institutions

Value heldQ3 2024: $23.6B

Institutions holding HSY and their total value by quarter
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.

Institutions holding HSY in Q3 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
CBIZ Investment Advisory Services, LLC	100	$19.2K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	100	$19.2K	0.01%	00.0%	Unchanged
Financial Freedom, LLC	100	$19.2K	0.01%	00.0%	Unchanged
Pacifica Partners Inc.	100	$19.2K	0.01%	00.0%	Unchanged
City State Bank	100	$19.2K	0.01%	+100	New
McClarren Financial Advisors, Inc.	191	$19.0K	0.02%	+8+4.4%	Added
Farmers & Merchants Investments Inc	96	$18.4K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	95	$18.2K	0.00%	00.0%	Unchanged
REAP Financial Group, LLC	81	$15.6K	0.00%	−3−3.6%	Reduced
GW&K Investment Management, LLC	79	$15.0K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	78	$15.0K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	78	$14.9K	0.00%	00.0%	Unchanged
Venturi Wealth Management, LLC	77	$14.8K	0.00%	−25−24.5%	Reduced
New Age Alpha Advisors, LLC	76	$14.6K	0.01%	+76	New
Baldwin Brothers Inc	75	$14.4K	0.00%	00.0%	Unchanged
Kessler Investment Group, LLC	75	$14.4K	0.01%	00.0%	Unchanged
Valley National Advisers Inc	77	$14.0K	0.00%	−33−30.0%	Reduced
Criterion Capital Advisors, LLC	76	$14.0K	0.01%	00.0%	Unchanged
Addison Advisors LLC	72	$13.8K	0.00%	−24−25.0%	Reduced
Eagle Bay Advisors LLC	72	$13.8K	0.01%	−3−4.0%	Reduced
Castleview Partners, LLC	68	$13.1K	0.01%	−140−67.3%	Reduced
Voisard Asset Management Group, Inc.	64	$12.3K	0.01%	+57+814.3%	Added
Golden State Equity Partners	64	$12.3K	0.00%	+64	New
Trifecta Capital Advisors, LLC	63	$12.1K	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	60	$11.5K	0.01%	−107−64.1%	Reduced
Asset Dedication, LLC	59	$11.3K	0.00%	−1−1.7%	Reduced
Caitlin John, LLC	60	$11.1K	0.01%	+60	New
Close Asset Management Ltd	56	$11.0K	0.00%	00.0%	Unchanged
Insight Financial Services	57	$10.9K	0.01%	00.0%	Unchanged
Planned Solutions, Inc.	52	$9.97K	0.00%	+52	New
BBJS Financial Advisors, LLC	51	$9.71K	0.00%	+1+2.0%	Added
Hoese & Co LLP	50	$9.59K	0.01%	00.0%	Unchanged
Ridgewood Investments LLC	50	$9.59K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	50	$9.59K	0.01%	00.0%	Unchanged
Grove Bank & Trust	50	$9.59K	0.00%	+33+194.1%	Added
Coastline Trust Co	50	$9.59K	0.00%	+50	New
ORG Partners LLC	49	$9.39K	0.00%	−24−32.9%	Reduced
Highline Wealth Partners LLC	45	$8.63K	0.00%	+45	New
Kozak & Associates, Inc.	45	$8.32K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	40	$7.67K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	40	$7.67K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	38	$7.30K	0.00%	+10+35.7%	Added
Meeder Asset Management Inc	38	$7.29K	0.00%	+2+5.6%	Added
Annis Gardner Whiting Capital Advisors, LLC	36	$6.91K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	36	$6.91K	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	35	$6.71K	0.00%	00.0%	Unchanged
Kennebec Savings Bank	35	$6.71K	0.01%	+35	New
Globeflex Capital L P	34	$6.52K	0.00%	00.0%	Unchanged
Beacon Capital Management, LLC	33	$6.33K	0.00%	+9+37.5%	Added
Red Tortoise LLC	32	$6.14K	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	30	$5.75K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	29	$5.64K	0.00%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	27	$5.18K	0.00%	00.0%	Unchanged
Continuum Advisory, LLC	28	$5.05K	0.00%	+3+12.0%	Added
Mendota Financial Group, LLC	25	$4.79K	0.00%	−357−93.5%	Reduced
FWL Investment Management, LLC	25	$4.79K	0.00%	−195−88.6%	Reduced
ESL Trust Services, LLC	23	$4.41K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	22	$4.28K	0.00%	00.0%	Unchanged
Avion Wealth	22	$4.00K	0.00%	−4−15.4%	Reduced
Abound Wealth Management	20	$3.84K	0.00%	00.0%	Unchanged
Knuff & Co LLC	19	$3.64K	0.00%	+19	New
Raffa Wealth Management, LLC	18	$3.45K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	18	$3.45K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	17	$3.26K	0.00%	−1−5.6%	Reduced
Cape Investment Advisory, Inc.	16	$3.08K	0.00%	00.0%	Unchanged
Kelly Lawrence W & Associates Inc	16	$3.07K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	18	$3.00K	0.00%	00.0%	Unchanged
Guardian Wealth Management, Inc.	15	$2.88K	0.00%	00.0%	Unchanged
Legacy Investment Solutions, LLC	15	$2.77K	0.00%	+15	New
Legacy Wealth Managment, LLC	15	$2.77K	0.00%	+15	New
Aspect Partners, LLC	14	$2.69K	0.00%	00.0%	Unchanged
Lam Group, Inc.	13	$2.49K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	12	$2.30K	0.00%	+2+20.0%	Added
DiNuzzo Private Wealth, Inc.	11	$2.11K	0.00%	+2+22.2%	Added
SWAN Capital LLC	10	$1.96K	0.00%	+10	New
China Universal Asset Management Co., Ltd.	10	$1.92K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	10	$1.92K	0.00%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	10	$1.92K	0.00%	+10	New
Carolinas Wealth Consulting LLC	9	$1.73K	0.00%	−340−97.4%	Reduced
Cherry Tree Wealth Management, LLC	9	$1.73K	0.00%	00.0%	Unchanged
Creekmur Asset Management LLC	9	$1.73K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	7	$1.34K	0.00%	00.0%	Unchanged
TFC Financial Management	6	$1.15K	0.00%	00.0%	Unchanged
Robbins Farley LLC	5	$959	0.00%	−4−44.4%	Reduced
Wolff Wiese Magana LLC	5	$959	0.00%	00.0%	Unchanged
Riverview Trust Co	4	$767	0.00%	−145−97.3%	Reduced
NVWM, LLC	4	$767	0.00%	00.0%	Unchanged
PayPay Securities Corp	3	$575	0.05%	−17−85.0%	Reduced
WestEnd Advisors, LLC	2	$384	0.00%	+1+100.0%	Added
Strengthening Families & Communities, LLC	2	$384	0.00%	00.0%	Unchanged
Fairscale Capital, LLC	1	$192	0.00%	00.0%	Unchanged
TruNorth Capital Management, LLC	1	$192	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	1	$192	0.00%	00.0%	Unchanged
Chesapeake Asset Management LLC	1	$191	0.00%	+1	New
Truvestments Capital LLC	0	$58	0.00%	0	New
Creative Capital Management Investments LLC	0	$43	0.00%	0	New
ZRC Wealth Management, LLC	0	$10	0.00%	−21−100.0%	Reduced
Dogwood Wealth Management LLC	0	$3	0.00%	0	Unchanged
Householder Group Estate & Retirement Specialist, LLC	3	$0	0.00%	−20−87.0%	Reduced
Financial Management Professionals, Inc.	2	$0	0.00%	−2−50.0%	Reduced