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 |
|---|---|---|---|---|---|
| Jamison Private Wealth Management, Inc. | 8,725 | $1.67M | 0.25% | +1,646+23.3% | Added |
| Scientech Research LLC | 8,700 | $1.67M | 0.33% | +1,623+22.9% | Added |
| Shelton Capital Management | 8,670 | $1.66M | 0.04% | −71−0.8% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,627 | $1.65M | 1.18% | −25−0.3% | Reduced |
| LCNB Corp | 8,618 | $1.65M | 0.59% | −40−0.5% | Reduced |
| Thrivent Financial for Lutherans | 8,590 | $1.65M | 0.00% | +12+0.1% | Added |
| Howland Capital Management LLC | 8,523 | $1.63M | 0.07% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 8,449 | $1.62M | 0.03% | +7,260+610.6% | Added |
| Belpointe Asset Management LLC | 8,448 | $1.62M | 0.10% | −1,214−12.6% | Reduced |
| Rakuten Investment Management, Inc. | 8,366 | $1.62M | 0.01% | +2,057+32.6% | Added |
| Maryland State Retirement & Pension System | 8,429 | $1.62M | 0.03% | −3,236−27.7% | Reduced |
| Settian Capital LP | 8,400 | $1.61M | 1.17% | 00.0% | Unchanged |
| Toroso Investments, LLC | 8,360 | $1.60M | 0.02% | +1,083+14.9% | Added |
| Gunn & Co Investment Management, Inc. | 8,350 | $1.60M | 1.10% | −111,994−93.1% | Reduced |
| Hutner Capital Management Inc | 8,325 | $1.60M | 0.79% | −258−3.0% | Reduced |
| Change Path, LLC | 8,310 | $1.59M | 0.05% | +1,966+31.0% | Added |
| Louisiana State Employees Retirement System | 8,300 | $1.59M | 0.03% | −100−1.2% | Reduced |
| Stock Yards Bank & Trust Co | 8,249 | $1.58M | 0.05% | +250+3.1% | Added |
| Hudson Canyon Capital Management | 8,230 | $1.58M | 1.02% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 8,218 | $1.58M | 0.38% | +2,119+34.7% | Added |
| Huntington National Bank | 8,161 | $1.57M | 0.01% | +29+0.4% | Added |
| Kingsview Wealth Management, LLC | 8,151 | $1.56M | 0.03% | +80+1.0% | Added |
| Modera Wealth Management, LLC | 8,145 | $1.56M | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 8,105 | $1.55M | 0.04% | −338−4.0% | Reduced |
| Cornerstone Advisors, LLC | 8,100 | $1.55M | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 8,040 | $1.54M | 0.01% | −2,406−23.0% | Reduced |
| OV Management LLC | 8,003 | $1.53M | 1.02% | +498+6.6% | Added |
| J.P. Marvel Investment Advisors, LLC | 8,000 | $1.53M | 0.25% | 00.0% | Unchanged |
| Adviser Investments LLC | 7,889 | $1.51M | 0.02% | +56+0.7% | Added |
| Plato Investment Management Ltd | 7,881 | $1.51M | 0.12% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,842 | $1.50M | 0.58% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 7,729 | $1.48M | 0.02% | +1,329+20.8% | Added |
| Commonwealth Retirement Investments LLC | 7,725 | $1.48M | 0.62% | +125+1.6% | Added |
| Ascent Group, LLC | 7,693 | $1.48M | 0.11% | +7,693 | New |
| Inscription Capital, LLC | 7,693 | $1.48M | 0.22% | −269−3.4% | Reduced |
| Benin Management CORP | 7,679 | $1.47M | 0.41% | +2,880+60.0% | Added |
| Keebeck Wealth Management, LLC | 7,563 | $1.45M | 0.21% | −246−3.2% | Reduced |
| Harvest Investment Advisors, LLC | 7,557 | $1.45M | 0.99% | +1,180+18.5% | Added |
| Promethium Advisors,llc | 7,543 | $1.45M | 1.02% | +7,543 | New |
| Herold Advisors, Inc. | 7,479 | $1.43M | 0.31% | −1,609−17.7% | Reduced |
| Tiaa Trust, National Association | 7,448 | $1.43M | 0.00% | +447+6.4% | Added |
| CX Institutional | 7,442 | $1.43M | 0.06% | +334+4.7% | Added |
| Kerusso Capital Management LLC | 7,365 | $1.41M | 0.90% | +446+6.4% | Added |
| Burns J W & Co Inc | 7,355 | $1.41M | 0.18% | +58+0.8% | Added |
| Ferguson Wellman Capital Management, Inc | 7,350 | $1.41M | 0.03% | 00.0% | Unchanged |
| William Allan, LLC | 7,350 | $1.41M | 0.88% | +274+3.9% | Added |
| Arnhold LLC | 7,279 | $1.40M | 0.14% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 7,250 | $1.39M | 0.02% | +40+0.6% | Added |
| CoreCap Advisors, LLC | 7,247 | $1.39M | 0.07% | +7,247 | New |
| Dynamic Technology Lab Private Ltd | 7,233 | $1.39M | 0.15% | +3,352+86.4% | Added |
| Wealthquest Corp | 7,201 | $1.38M | 0.12% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 7,200 | $1.38M | 0.14% | −500−6.5% | Reduced |
| RKL Wealth Management LLC | 7,194 | $1.38M | 0.12% | +18+0.3% | Added |
| Ethic Inc. | 7,084 | $1.38M | 0.03% | −1,382−16.3% | Reduced |
| Inceptionr LLC | 7,182 | $1.38M | 0.34% | +1,996+38.5% | Added |
| New Mexico Educational Retirement Board | 7,178 | $1.38M | 0.05% | −400−5.3% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 7,078 | $1.36M | 1.09% | −60−0.8% | Reduced |
| WSFS Capital Management, LLC | 7,043 | $1.35M | 0.07% | −456−6.1% | Reduced |
| Haverford Trust Co | 7,039 | $1.35M | 0.01% | +741+11.8% | Added |
| Quantinno Capital Management LP | 7,016 | $1.35M | 0.02% | −2,148−23.4% | Reduced |
| IFP Advisors, Inc | 6,971 | $1.34M | 0.05% | +6,285+916.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,970 | $1.34M | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 6,970 | $1.34M | 0.01% | +6,970 | New |
| Simplex Trading, LLC | 6,926 | $1.33M | 0.04% | +6,926 | New |
| Bradley Foster & Sargent Inc | 6,887 | $1.32M | 0.02% | +20+0.3% | Added |
| Allegheny Financial Group LTD | 6,878 | $1.32M | 0.33% | +21+0.3% | Added |
| Allianz SE | 6,872 | $1.32M | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,860 | $1.32M | 0.03% | +2,045+42.5% | Added |
| London Co of Virginia | 6,808 | $1.31M | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 6,772 | $1.30M | 0.00% | −12,749−65.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,738 | $1.29M | 0.06% | −992−12.8% | Reduced |
| Nebula Research & Development LLC | 6,724 | $1.29M | 0.15% | +6,724 | New |
| Landscape Capital Management, L.L.C. | 6,691 | $1.28M | 0.13% | +533+8.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 6,639 | $1.27M | 0.34% | +1,330+25.1% | Added |
| Axq Capital, LP | 6,626 | $1.27M | 0.38% | +3,426+107.1% | Added |
| Gouws Capital LLC | 6,600 | $1.27M | 0.85% | 00.0% | Unchanged |
| Walleye Capital LLC | 6,598 | $1.27M | 0.01% | +4,718+251.0% | Added |
| Hilltop Holdings Inc. | 6,565 | $1.26M | 0.08% | +504+8.3% | Added |
| Lipe & Dalton | 6,565 | $1.26M | 0.64% | +973+17.4% | Added |
| WCM Investment Management, LLC | 6,505 | $1.26M | 0.00% | +4,925+311.7% | Added |
| Financial Counselors Inc | 6,524 | $1.25M | 0.02% | −103−1.6% | Reduced |
| Allen Investment Management LLC | 6,520 | $1.25M | 0.01% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 6,434 | $1.24M | 0.02% | −9,795−60.4% | Reduced |
| Public Sector Pension Investment Board | 6,470 | $1.24M | 0.01% | +1,000+18.3% | Added |
| RB Capital Management, LLC | 6,465 | $1.24M | 0.29% | −19−0.3% | Reduced |
| Entropy Technologies, LP | 6,450 | $1.24M | 0.13% | +6,450 | New |
| Donoghue Forlines LLC | 6,416 | $1.23M | 0.35% | +6,416 | New |
| Fortis Capital Advisors, LLC | 6,403 | $1.23M | 0.41% | −1,351−17.4% | Reduced |
| Smith, Moore & Co. | 6,384 | $1.22M | 0.12% | −53−0.8% | Reduced |
| Farther Finance Advisors, LLC | 6,369 | $1.22M | 0.05% | −1,422−18.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 6,292 | $1.21M | 0.22% | −2,650−29.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,292 | $1.21M | 0.02% | +4,087+185.4% | Added |
| SNS Financial Group, LLC | 6,282 | $1.20M | 0.12% | −292−4.4% | Reduced |
| SlateStone Wealth, LLC | 6,180 | $1.19M | 0.11% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 6,176 | $1.18M | 1.01% | 00.0% | Unchanged |
| Wendell David Associates Inc | 6,156 | $1.18M | 0.11% | −95−1.5% | Reduced |
| Flputnam Investment Management Co | 6,125 | $1.17M | 0.02% | +300+5.2% | Added |
| Tempus Wealth Planning, LLC | 6,119 | $1.17M | 0.43% | +932+18.0% | Added |
| Sciencast Management LP | 6,041 | $1.16M | 0.34% | +6,041 | New |
| Groupama Asset Managment | 7,500 | $1.15M | 0.03% | +3,003+66.8% | Added |