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 |
|---|---|---|---|---|---|
| Chilton Investment Co LLC | 14,193 | $2.72M | 0.07% | −7,362−34.2% | Reduced |
| Virtu Financial LLC | 14,170 | $2.72M | 0.15% | +6,433+83.1% | Added |
| Griffin Asset Management, Inc. | 14,118 | $2.71M | 0.30% | +40+0.3% | Added |
| Hennessy Advisors Inc | 13,900 | $2.67M | 0.09% | −300−2.1% | Reduced |
| Kestra Private Wealth Services, LLC | 13,846 | $2.66M | 0.05% | −1,198−8.0% | Reduced |
| Chesley Taft & Associates LLC | 13,819 | $2.65M | 0.13% | −65−0.5% | Reduced |
| HBW Advisory Services LLC | 13,789 | $2.64M | 0.39% | −4,684−25.4% | Reduced |
| Bragg Financial Advisors, Inc | 13,728 | $2.63M | 0.11% | +468+3.5% | Added |
| Jump Financial, LLC | 13,466 | $2.58M | 0.05% | +13,466 | New |
| Marshall Wace, LLP | 13,215 | $2.53M | 0.00% | −94,019−87.7% | Reduced |
| Assetmark, Inc | 13,121 | $2.52M | 0.01% | +7,302+125.5% | Added |
| Elo Mutual Pension Insurance Co | 13,113 | $2.51M | 0.05% | −911−6.5% | Reduced |
| Signet Financial Management, LLC | 13,084 | $2.51M | 0.32% | +86+0.7% | Added |
| Greenleaf Trust | 13,033 | $2.50M | 0.02% | +266+2.1% | Added |
| 1832 Asset Management L.P. | 13,032 | $2.50M | 0.00% | −890−6.4% | Reduced |
| Central Trust Co | 13,018 | $2.50M | 0.06% | −1,112−7.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 12,926 | $2.48M | 0.07% | +204+1.6% | Added |
| Oregon Public Employees Retirement Fund | 12,685 | $2.43M | 0.05% | +27+0.2% | Added |
| Pacific Global Investment Management CO | 12,661 | $2.43M | 0.44% | +2,435+23.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,605 | $2.42M | 0.01% | −385−3.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 12,500 | $2.40M | 0.52% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 12,480 | $2.39M | 0.01% | −50.0% | Reduced |
| Argyle Capital Management Inc. | 12,473 | $2.39M | 0.95% | −425−3.3% | Reduced |
| Alps Advisors Inc | 12,333 | $2.37M | 0.02% | +6,129+98.8% | Added |
| Next Level Private LLC | 12,251 | $2.35M | 0.96% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 12,034 | $2.31M | 0.19% | −1,485−11.0% | Reduced |
| UniSuper Management Pty Ltd | 11,960 | $2.29M | 0.02% | +737+6.6% | Added |
| Captrust Financial Advisors | 11,913 | $2.28M | 0.01% | −1,166−8.9% | Reduced |
| Metis Global Partners, LLC | 11,879 | $2.28M | 0.07% | +651+5.8% | Added |
| Banco Santander, S.A. | 11,814 | $2.27M | 0.03% | −54,623−82.2% | Reduced |
| Candriam Luxembourg S.C.A. | 11,803 | $2.26M | 0.01% | +331+2.9% | Added |
| Toth Financial Advisory Corp | 11,721 | $2.25M | 0.27% | −493−4.0% | Reduced |
| Keybank National Association | 11,715 | $2.25M | 0.01% | +644+5.8% | Added |
| Prospera Financial Services Inc | 11,634 | $2.23M | 0.06% | +163+1.4% | Added |
| Gulf International Bank (UK) Ltd | 11,643 | $2.23M | 0.06% | −505−4.2% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 11,590 | $2.22M | 1.39% | 00.0% | Unchanged |
| Bath Savings Trust Co | 11,504 | $2.21M | 0.22% | −755−6.2% | Reduced |
| Rafferty Asset Management, LLC | 11,399 | $2.19M | 0.01% | −458−3.9% | Reduced |
| Stonebridge Capital Advisors LLC | 11,397 | $2.19M | 0.18% | −15−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 11,352 | $2.18M | 0.03% | +32+0.3% | Added |
| Robeco Institutional Asset Management B.V. | 11,326 | $2.17M | 0.00% | −1,689−13.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11,315 | $2.17M | 1.00% | +1,917+20.4% | Added |
| Siemens Fonds Invest GmbH | 11,273 | $2.16M | 0.17% | −238−2.1% | Reduced |
| PEAK6 Investments LLC | 11,273 | $2.16M | 0.11% | +11,273 | New |
| Knollwood Investment Advisory, LLC | 11,268 | $2.16M | 0.23% | 00.0% | Unchanged |
| Intech Investment Management LLC | 11,257 | $2.16M | 0.02% | +4,772+73.6% | Added |
| Valeo Financial Advisors, LLC | 11,207 | $2.15M | 0.06% | −375−3.2% | Reduced |
| IHT Wealth Management, LLC | 11,140 | $2.14M | 0.06% | +7,042+171.8% | Added |
| Auxier Asset Management | 11,110 | $2.13M | 0.31% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,073 | $2.12M | 0.03% | +3,647+49.1% | Added |
| Teachers Retirement System of the State of Kentucky | 11,011 | $2.11M | 0.02% | −802−6.8% | Reduced |
| Concurrent Investment Advisors, LLC | 10,856 | $2.08M | 0.06% | +423+4.1% | Added |
| ICW Investment Advisors LLC | 10,794 | $2.07M | 0.86% | +305+2.9% | Added |
| Swiss Life Asset Management Ltd | 10,734 | $2.06M | 0.02% | −7,525−41.2% | Reduced |
| Ami Investment Management Inc | 10,717 | $2.06M | 0.70% | +160+1.5% | Added |
| TD Waterhouse Canada Inc. | 10,679 | $2.05M | 0.02% | +1,034+10.7% | Added |
| Wallace Capital Management Inc. | 10,675 | $2.05M | 0.28% | +150+1.4% | Added |
| Ostrum Asset Management | 10,586 | $2.03M | 0.17% | +129+1.2% | Added |
| Congress Wealth Management LLC | 10,559 | $2.03M | 0.03% | +7,916+299.5% | Added |
| Physicians Financial Services, Inc. | 10,466 | $2.01M | 0.62% | −110−1.0% | Reduced |
| Jones Financial Companies LLLP | 10,285 | $1.99M | 0.00% | +6,252+155.0% | Added |
| AlphaStar Capital Management, LLC | 10,298 | $1.97M | 0.16% | +65+0.6% | Added |
| Kentucky Retirement Systems | 10,288 | $1.97M | 0.06% | −836−7.5% | Reduced |
| Cim, LLC | 10,247 | $1.97M | 0.28% | 00.0% | Unchanged |
| Smithfield Trust Co | 10,233 | $1.96M | 0.10% | +514+5.3% | Added |
| Merit Financial Group, LLC | 10,198 | $1.96M | 0.04% | +565+5.9% | Added |
| Connors Investor Services Inc | 10,170 | $1.95M | 0.19% | −1,200−10.6% | Reduced |
| Brookstone Capital Management | 10,107 | $1.94M | 0.03% | +544+5.7% | Added |
| Lantz Financial LLC | 10,028 | $1.92M | 0.52% | +11+0.1% | Added |
| Wescott Financial Advisory Group, LLC | 10,001 | $1.92M | 0.21% | −19−0.2% | Reduced |
| Westhampton Capital, LLC | 9,947 | $1.91M | 0.97% | +100+1.0% | Added |
| Lederer & Associates Investment Counsel | 9,846 | $1.89M | 1.33% | +1,684+20.6% | Added |
| Exchange Traded Concepts, LLC | 9,836 | $1.89M | 0.04% | +1,927+24.4% | Added |
| Prosperity Consulting Group, LLC | 9,769 | $1.87M | 0.15% | −3,148−24.4% | Reduced |
| Leavell Investment Management, Inc. | 9,744 | $1.87M | 0.09% | −100−1.0% | Reduced |
| Suncoast Equity Management | 9,707 | $1.86M | 0.21% | +220+2.3% | Added |
| Lazard Asset Management LLC | 9,698 | $1.86M | 0.00% | −4,321−30.8% | Reduced |
| Wedbush Securities Inc | 9,681 | $1.86M | 0.07% | +1,641+20.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,667 | $1.85M | 0.18% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 9,659 | $1.85M | 0.52% | +9,659 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 9,639 | $1.85M | 0.01% | −215,618−95.7% | Reduced |
| RFG Advisory, LLC | 9,596 | $1.84M | 0.06% | +593+6.6% | Added |
| Mizuho Securities USA LLC | 9,576 | $1.84M | 0.04% | −1,810−15.9% | Reduced |
| Stephens Inc | 9,529 | $1.83M | 0.03% | −182−1.9% | Reduced |
| Commerce Bank | 9,436 | $1.81M | 0.01% | +2,281+31.9% | Added |
| Savant Capital, LLC | 9,382 | $1.80M | 0.01% | +1,032+12.4% | Added |
| Citizens Financial Group Inc | 9,337 | $1.79M | 0.04% | −894−8.7% | Reduced |
| Hartford Investment Management Co | 9,257 | $1.78M | 0.06% | −201−2.1% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 9,197 | $1.76M | 1.59% | −351−3.7% | Reduced |
| Apollon Wealth Management, LLC | 9,177 | $1.76M | 0.05% | −530−5.5% | Reduced |
| Evexia Wealth LLC | 9,330 | $1.75M | 0.62% | −10,579−53.1% | Reduced |
| Moors & Cabot, Inc. | 9,015 | $1.73M | 0.09% | −3,077−25.4% | Reduced |
| Lafayette Investments, Inc. | 8,982 | $1.72M | 0.36% | +30.0% | Added |
| Crossmark Global Holdings, Inc. | 8,956 | $1.72M | 0.03% | −893−9.1% | Reduced |
| Wetherby Asset Management Inc | 8,917 | $1.71M | 0.08% | +1,351+17.9% | Added |
| Guardian Asset Advisors, LLC | 8,908 | $1.71M | 1.16% | +1,357+18.0% | Added |
| Acadian Asset Management LLC | 8,831 | $1.69M | 0.01% | −152,111−94.5% | Reduced |
| Roundview Capital LLC | 8,804 | $1.69M | 0.12% | −1,033−10.5% | Reduced |
| Thrive Capital Management, LLC | 8,760 | $1.68M | 0.79% | −565−6.1% | Reduced |
| Castle Rock Wealth Management, LLC | 8,917 | $1.68M | 0.40% | +53+0.6% | Added |