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 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.
| 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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 6,021 | $1.15M | 0.03% | −1,212−16.8% | Reduced |
| Massachusetts Wealth Management | 6,007 | $1.15M | 0.73% | +75+1.3% | Added |
| Mirabella Financial Services LLP | 6,006 | $1.15M | 0.06% | +6,006 | New |
| Philadelphia Trust Co | 5,975 | $1.15M | 0.08% | +21+0.4% | Added |
| Alpine Woods Capital Investors, LLC | 6,415 | $1.15M | 0.20% | −12,600−66.3% | Reduced |
| Norinchukin Bank, The | 5,936 | $1.14M | 0.03% | +769+14.9% | Added |
| GWM Advisors LLC | 5,911 | $1.13M | 0.01% | −604−9.3% | Reduced |
| Intellectus Partners, LLC | 5,875 | $1.13M | 0.29% | +590+11.2% | Added |
| Trivant Custom Portfolio Group, LLC | 5,874 | $1.13M | 0.65% | −3,082−34.4% | Reduced |
| Ci Investments Inc. | 5,854 | $1.12M | 0.00% | +153+2.7% | Added |
| Capstone Investment Advisors, LLC | 5,855 | $1.12M | 0.02% | −1,033−15.0% | Reduced |
| Engineers Gate Manager LP | 5,829 | $1.12M | 0.02% | −27,044−82.3% | Reduced |
| PFG Advisors | 5,810 | $1.11M | 0.07% | −692−10.6% | Reduced |
| Claro Advisors LLC | 5,712 | $1.10M | 0.14% | +7+0.1% | Added |
| Paradigm Asset Management Co LLC | 5,700 | $1.09M | 0.29% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,697 | $1.09M | 0.08% | +153+2.8% | Added |
| Harbour Investments, Inc. | 5,685 | $1.09M | 0.03% | −161−2.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,673 | $1.09M | 0.02% | +2,961+109.2% | Added |
| Park Avenue Securities LLC | 5,646 | $1.08M | 0.01% | +62+1.1% | Added |
| Aviva PLC | 5,613 | $1.08M | 0.00% | −24−0.4% | Reduced |
| Hunter Associates Investment Management LLC | 5,599 | $1.07M | 0.17% | +500+9.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.07M | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,566 | $1.07M | 0.01% | −826−12.9% | Reduced |
| Atlantic Union Bankshares Corp | 5,557 | $1.07M | 0.06% | −361−6.1% | Reduced |
| Advisors Capital Management, LLC | 5,555 | $1.06M | 0.02% | −73−1.3% | Reduced |
| Principal Securities, Inc. | 5,487 | $1.05M | 0.03% | +807+17.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,476 | $1.05M | 0.04% | −70−1.3% | Reduced |
| Clearstead Advisors, LLC | 5,457 | $1.05M | 0.02% | +1,218+28.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,450 | $1.04M | 0.06% | +1,600+41.6% | Added |
| Clearbridge Investments, LLC | 5,440 | $1.04M | 0.00% | −2,100−27.9% | Reduced |
| Wealthspire Advisors, LLC | 5,433 | $1.04M | 0.01% | +434+8.7% | Added |
| Waterfront Wealth Inc. | 5,662 | $1.04M | 0.25% | +117+2.1% | Added |
| Pensionfund Sabic | 5,400 | $1.04M | 0.32% | −1,300−19.4% | Reduced |
| Busey Wealth Management | 5,400 | $1.04M | 0.03% | +647+13.6% | Added |
| Fort Washington Investment Advisors Inc | 5,379 | $1.03M | 0.01% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 5,373 | $1.03M | 0.11% | 00.0% | Unchanged |
| Private Trust Co NA | 5,357 | $1.03M | 0.10% | −80−1.5% | Reduced |
| Intelligent Financial Strategies | 5,347 | $1.03M | 0.56% | −3−0.1% | Reduced |
| Credit Agricole S A | 5,341 | $1.02M | 0.01% | −362−6.3% | Reduced |
| Oxler Private Wealth LLC | 5,330 | $1.02M | 0.36% | +36+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 5,327 | $1.02M | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,300 | $1.02M | 0.08% | −17,112−76.4% | Reduced |
| Levin Capital Strategies, L.P. | 5,250 | $1.01M | 0.10% | +2,250+75.0% | Added |
| Crew Capital Management, Ltd. | 5,247 | $1.01M | 0.80% | +760+16.9% | Added |
| D. E. Shaw & Co., Inc. | 5,230 | $1.00M | 0.00% | −58,408−91.8% | Reduced |
| Omers Administration Corp | 5,197 | $996.7K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 5,153 | $988.2K | 0.04% | +72+1.4% | Added |
| Woodstock Corp | 5,116 | $981.1K | 0.09% | +1,450+39.6% | Added |
| Legato Capital Management LLC | 5,105 | $979.0K | 0.12% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,103 | $978.7K | 0.06% | +102+2.0% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $978.1K | 0.02% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 5,100 | $978.1K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 5,100 | $978.1K | 0.45% | +4,800+1,600.0% | Added |
| Transcend Wealth Collective, LLC | 5,093 | $976.7K | 0.07% | +173+3.5% | Added |
| Burke & Herbert Bank & Trust Co | 5,075 | $973.3K | 0.23% | −150−2.9% | Reduced |
| Stegent Equity Advisors, Inc. | 5,062 | $970.9K | 1.07% | −58−1.1% | Reduced |
| SpiderRock Advisors, LLC | 5,055 | $969.5K | 0.02% | −103−2.0% | Reduced |
| Good Life Advisors, LLC | 5,052 | $968.8K | 0.06% | +2,624+108.1% | Added |
| Aureus Asset Management, LLC | 5,050 | $968.5K | 0.06% | 00.0% | Unchanged |
| NBT Bank N A | 5,006 | $960.1K | 0.06% | −800−13.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,000 | $958.9K | 0.14% | 00.0% | Unchanged |
| Wellington Management Group LLP | 4,993 | $957.6K | 0.00% | +1,645+49.1% | Added |
| Investment Management Corp of Ontario | 4,931 | $945.7K | 0.02% | +1,600+48.0% | Added |
| Marshall Financial Group LLC | 4,916 | $942.8K | 0.23% | +83+1.7% | Added |
| Advisory Research Inc | 4,895 | $938.8K | 0.17% | −328−6.3% | Reduced |
| Woodmont Investment Counsel LLC | 4,856 | $931.3K | 0.07% | −20−0.4% | Reduced |
| NEOS Investment Management LLC | 4,835 | $927.3K | 0.03% | +812+20.2% | Added |
| Natixis | 4,821 | $924.6K | 0.01% | −6,989−59.2% | Reduced |
| Meyer Handelman Co | 4,800 | $920.5K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 4,793 | $919.1K | 0.07% | +208+4.5% | Added |
| Horizon Investments, LLC | 4,769 | $914.6K | 0.02% | +34+0.7% | Added |
| Welch & Forbes LLC | 4,724 | $906.0K | 0.01% | 00.0% | Unchanged |
| SPC Financial, Inc. | 4,705 | $902.3K | 0.08% | +325+7.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,681 | $897.7K | 0.02% | −17−0.4% | Reduced |
| Glenview Trust Co | 4,578 | $878.0K | 0.02% | +923+25.3% | Added |
| BKD Wealth Advisors, LLC | 4,573 | $876.9K | 0.02% | −5−0.1% | Reduced |
| WESPAC Advisors, LLC | 4,533 | $869.3K | 0.64% | +285+6.7% | Added |
| Field & Main Bank | 4,515 | $865.9K | 0.31% | +220+5.1% | Added |
| Parallel Advisors, LLC | 4,451 | $853.8K | 0.02% | +8+0.2% | Added |
| SRN Advisors, LLC | 4,446 | $852.7K | 0.76% | −190−4.1% | Reduced |
| Univest Financial Corp | 4,432 | $850.0K | 0.06% | +1,405+46.4% | Added |
| River Wealth Advisors LLC | 4,411 | $846.0K | 0.11% | −56−1.3% | Reduced |
| Pinnacle Financial Partners Inc | 4,404 | $844.6K | 0.02% | −44−1.0% | Reduced |
| Veriti Management LLC | 4,393 | $842.5K | 0.05% | +351+8.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,372 | $838.5K | 0.06% | −389−8.2% | Reduced |
| Summit Financial, LLC | 4,368 | $837.6K | 0.03% | +1,159+36.1% | Added |
| Dorsey & Whitney Trust CO LLC | 4,363 | $836.7K | 0.04% | −103−2.3% | Reduced |
| Key Financial Inc | 4,362 | $836.5K | 0.18% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,350 | $834.3K | 0.13% | 00.0% | Unchanged |
| Summit Global Investments | 4,347 | $834.0K | 0.05% | −2,673−38.1% | Reduced |
| Flagship Harbor Advisors, LLC | 4,328 | $829.9K | 0.05% | +336+8.4% | Added |
| Verdence Capital Advisors LLC | 4,316 | $827.7K | 0.07% | +100+2.4% | Added |
| Helios Capital Management Pte. Ltd | 4,300 | $824.7K | 0.51% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 4,298 | $824.3K | 0.36% | +65+1.5% | Added |
| Eqis Capital Management, Inc. | 4,275 | $819.9K | 0.07% | +117+2.8% | Added |
| Tokio Marine Asset Management Co Ltd | 4,230 | $811.2K | 0.04% | +430+11.3% | Added |
| Aviso Financial Inc. | 4,220 | $809.3K | 0.04% | +320+8.2% | Added |
| Schulhoff & Co Inc | 4,181 | $801.8K | 0.33% | +550+15.1% | Added |
| Aaron Wealth Advisors | 4,176 | $800.9K | 0.10% | −898−17.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,174 | $800.6K | 0.05% | +507+13.8% | Added |