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 30 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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 24,222 | $4.65M | 0.02% | +3,311+15.8% | Added |
| Utah Retirement Systems | 24,194 | $4.64M | 0.05% | −100−0.4% | Reduced |
| Fiduciary Trust Co | 23,957 | $4.59M | 0.06% | −100−0.4% | Reduced |
| Ancora Advisors, LLC | 23,826 | $4.57M | 0.10% | −463−1.9% | Reduced |
| Bokf, NA | 23,800 | $4.55M | 0.08% | −1,987−7.7% | Reduced |
| Country Club Bank | 23,357 | $4.52M | 0.30% | +562+2.5% | Added |
| D.A. Davidson & Co. | 23,425 | $4.49M | 0.04% | −4,481−16.1% | Reduced |
| MML Investors Services, LLC | 23,302 | $4.47M | 0.02% | −232−1.0% | Reduced |
| Atria Wealth Solutions, Inc. | 22,848 | $4.38M | 0.05% | −1,372−5.7% | Reduced |
| Brinker Capital Investments, LLC | 22,717 | $4.36M | 0.04% | −132−0.6% | Reduced |
| Orion Portfolio Solutions, LLC | 22,717 | $4.36M | 0.04% | −132−0.6% | Reduced |
| New York Life Investment Management LLC | 22,395 | $4.29M | 0.04% | −188−0.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 22,227 | $4.26M | 0.85% | +242+1.1% | Added |
| Fragasso Group Inc. | 22,184 | $4.25M | 0.33% | +900+4.2% | Added |
| First Manhattan Co | 22,176 | $4.25M | 0.01% | +7,945+55.8% | Added |
| Central Bank & Trust Co | 22,169 | $4.25M | 0.59% | −2,483−10.1% | Reduced |
| Yacktman Asset Management LP | 21,950 | $4.21M | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 21,941 | $4.21M | 0.04% | +101+0.5% | Added |
| Hohimer Wealth Management, LLC | 21,648 | $4.15M | 0.89% | +32+0.1% | Added |
| Kestra Advisory Services, LLC | 21,644 | $4.15M | 0.02% | −2,127−8.9% | Reduced |
| TrueMark Investments, LLC | 21,333 | $4.09M | 1.31% | +834+4.1% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $4.03M | 0.99% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 20,992 | $4.03M | 0.41% | +1,299+6.6% | Added |
| Fluent Financial, LLC | 20,985 | $4.02M | 1.94% | −389−1.8% | Reduced |
| Wolverine Trading, LLC | 20,795 | $4.02M | 0.10% | −870−4.0% | Reduced |
| ProShare Advisors LLC | 20,802 | $3.99M | 0.01% | −6,402−23.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 20,730 | $3.98M | 0.12% | +7,835+60.8% | Added |
| Public Employees Retirement Association of Colorado | 20,706 | $3.97M | 0.02% | −61−0.3% | Reduced |
| Insight Wealth Strategies, LLC | 20,704 | $3.97M | 0.52% | +10,034+94.0% | Added |
| Mesirow Financial Investment Management, Inc. | 20,694 | $3.97M | 0.08% | +523+2.6% | Added |
| DT Investment Partners, LLC | 20,685 | $3.97M | 0.32% | +40+0.2% | Added |
| Geneos Wealth Management Inc. | 20,600 | $3.95M | 0.15% | +1,750+9.3% | Added |
| AMG National Trust Bank | 20,584 | $3.95M | 0.11% | −78−0.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,574 | $3.95M | 0.04% | −66−0.3% | Reduced |
| Ironwood Investment Counsel, LLC | 20,465 | $3.92M | 0.65% | +655+3.3% | Added |
| Carderock Capital Management Inc | 20,398 | $3.91M | 0.92% | +2,439+13.6% | Added |
| Peapack Gladstone Financial Corp | 20,160 | $3.87M | 0.06% | −654−3.1% | Reduced |
| Yousif Capital Management, LLC | 20,029 | $3.84M | 0.04% | −3,745−15.8% | Reduced |
| Bright Rock Capital Management, LLC | 20,000 | $3.84M | 0.77% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 19,735 | $3.78M | 1.07% | +582+3.0% | Added |
| Parallax Volatility Advisers, L.P. | 19,498 | $3.74M | 0.10% | −9,961−33.8% | Reduced |
| Snowden Capital Advisors LLC | 19,481 | $3.74M | 0.11% | +429+2.3% | Added |
| Virginia Wealth Management Group, Inc. | 19,456 | $3.73M | 2.34% | +4,587+30.8% | Added |
| Hamilton Point Investment Advisors, LLC | 19,429 | $3.73M | 0.67% | −560−2.8% | Reduced |
| Donaldson Capital Management, LLC | 19,352 | $3.71M | 0.14% | +181+0.9% | Added |
| Bank of Nova Scotia | 18,897 | $3.62M | 0.01% | +3,381+21.8% | Added |
| Nissay Asset Management Corp | 18,862 | $3.62M | 0.02% | +305+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 18,859 | $3.62M | 0.00% | +2,213+13.3% | Added |
| American Trust | 18,855 | $3.62M | 0.30% | −4,144−18.0% | Reduced |
| Sage Capital Advisors,llc | 18,299 | $3.51M | 0.92% | +104+0.6% | Added |
| Carret Asset Management, LLC | 18,200 | $3.49M | 0.38% | −600−3.2% | Reduced |
| Mutual of America Capital Management LLC | 18,161 | $3.48M | 0.04% | −434−2.3% | Reduced |
| Achmea Investment Management B.V. | 18,149 | $3.48M | 0.06% | +2,004+12.4% | Added |
| Daiwa Securities Group Inc. | 18,127 | $3.48M | 0.02% | +1,877+11.6% | Added |
| Absher Wealth Management, LLC | 18,036 | $3.46M | 0.45% | +900+5.3% | Added |
| GPM Growth Investors, Inc. | 17,923 | $3.44M | 1.43% | −777−4.2% | Reduced |
| Fort Pitt Capital Group, LLC | 17,862 | $3.43M | 0.10% | +17,862 | New |
| Martin Capital Partners, LLC | 17,648 | $3.38M | 1.67% | −5,573−24.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 17,609 | $3.38M | 0.01% | +9,129+107.7% | Added |
| Poehling Capital Management, LLC | 17,551 | $3.37M | 0.86% | +57+0.3% | Added |
| Cape Cod Five Cents Savings Bank | 17,441 | $3.34M | 0.31% | +542+3.2% | Added |
| Beacon Pointe Advisors, LLC | 17,377 | $3.33M | 0.04% | −4,873−21.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18,211 | $3.32M | 0.03% | +2,495+15.9% | Added |
| Morgan Dempsey Capital Management LLC | 17,289 | $3.32M | 1.14% | −2,036−10.5% | Reduced |
| Culbertson A N & Co Inc | 17,166 | $3.29M | 0.53% | −271−1.6% | Reduced |
| Hamel Associates, Inc. | 17,103 | $3.28M | 1.00% | −160−0.9% | Reduced |
| Amica Mutual Insurance Co | 17,075 | $3.27M | 0.32% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 17,020 | $3.26M | 0.02% | +1,020+6.4% | Added |
| CIBC Private Wealth Group, LLC | 16,991 | $3.26M | 0.01% | +576+3.5% | Added |
| Axxcess Wealth Management, LLC | 16,871 | $3.24M | 0.08% | +131+0.8% | Added |
| Dana Investment Advisors, Inc. | 16,680 | $3.20M | 0.11% | +595+3.7% | Added |
| Neuberger Berman Group LLC | 16,643 | $3.19M | 0.00% | −634−3.7% | Reduced |
| Sanctuary Advisors, LLC | 18,252 | $3.19M | 0.02% | −8,773−32.5% | Reduced |
| Wealthfront Advisers LLC | 16,631 | $3.19M | 0.01% | −716−4.1% | Reduced |
| 44 Wealth Management LLC | 17,261 | $3.14M | 1.11% | +17,261 | New |
| Value Partners Investments Inc. | 16,098 | $3.09M | 0.25% | +604+3.9% | Added |
| Alaska Permanent Fund Corp | 16,075 | $3.08M | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 15,898 | $3.05M | 0.05% | +593+3.9% | Added |
| Colonial Trust Co | 15,796 | $3.03M | 0.47% | +272+1.8% | Added |
| Eliot Finkel Investment Counsel, LLC | 15,760 | $3.02M | 1.85% | +3,985+33.8% | Added |
| Pittenger & Anderson Inc | 15,730 | $3.02M | 0.11% | +90+0.6% | Added |
| Eukles Asset Management | 15,717 | $3.01M | 1.21% | −24−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 15,706 | $3.01M | 0.01% | −205−1.3% | Reduced |
| International Assets Investment Management, LLC | 573,643 | $2.99M | 0.01% | +571,766+30,461.7% | Added |
| Ossiam | 15,590 | $2.99M | 0.06% | −353−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,053 | $2.99M | 0.03% | −971−5.7% | Reduced |
| Longbow Finance SA | 15,462 | $2.97M | 0.32% | −13,081−45.8% | Reduced |
| Pacer Advisors, Inc. | 15,385 | $2.95M | 0.01% | −10,335−40.2% | Reduced |
| Concorde Financial Corp | 15,228 | $2.92M | 1.72% | −402−2.6% | Reduced |
| Umb Bank N A | 15,212 | $2.92M | 0.05% | +822+5.7% | Added |
| Empire Financial Management Company, LLC | 14,956 | $2.87M | 0.88% | +3,603+31.7% | Added |
| Steward Partners Investment Advisory, LLC | 14,752 | $2.83M | 0.03% | +627+4.4% | Added |
| Summit Place Financial Advisors, LLC | 14,543 | $2.79M | 1.56% | −571−3.8% | Reduced |
| Palisade Asset Management, LLC | 14,425 | $2.77M | 0.27% | +2,600+22.0% | Added |
| Alliance Wealth Advisors, LLC | 14,395 | $2.76M | 0.73% | +801+5.9% | Added |
| Legacy Wealth Management, LLC | 14,355 | $2.75M | 1.01% | −235−1.6% | Reduced |
| Azimuth Capital Investment Management LLC | 14,355 | $2.75M | 0.11% | +100+0.7% | Added |
| Prudential PLC | 14,304 | $2.74M | 0.01% | −57,010−79.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 14,247 | $2.73M | 0.26% | −326−2.2% | Reduced |
| Two Sigma Investments, LP | 14,200 | $2.72M | 0.01% | +5,763+68.3% | Added |