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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 4,169 | $799.5K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 4,157 | $797.2K | 0.08% | −151−3.5% | Reduced |
| Applied Finance Capital Management, LLC | 4,155 | $796.8K | 0.03% | +256+6.6% | Added |
| Forum Financial Management, LP | 4,130 | $792.0K | 0.01% | +64+1.6% | Added |
| Wealth Group, Ltd. | 4,131 | $792.0K | 0.53% | +51+1.3% | Added |
| Shum Financial Group, Inc. | 4,396 | $791.8K | 0.66% | +4,396 | New |
| Precedent Wealth Partners, LLC | 4,078 | $782.1K | 0.26% | +289+7.6% | Added |
| Somerset Trust Co | 4,062 | $779.0K | 0.29% | −58−1.4% | Reduced |
| GAMMA Investing LLC | 4,054 | $777.5K | 0.08% | +1,005+33.0% | Added |
| Legacy Financial Advisors, Inc. | 4,048 | $776.4K | 0.13% | +39+1.0% | Added |
| Fairbanks Capital Management, Inc. | 4,039 | $774.6K | 0.49% | +239+6.3% | Added |
| BLB&B Advisors, LLC | 4,020 | $771.0K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,015 | $769.9K | 0.07% | +1,498+59.5% | Added |
| Marquette Asset Management, LLC | 4,000 | $767.1K | 0.12% | 00.0% | Unchanged |
| Gabelli Funds LLC | 4,000 | $767.1K | 0.01% | +1,500+60.0% | Added |
| Gifford Fong Associates | 4,000 | $767.0K | 0.19% | 00.0% | Unchanged |
| Arrow Financial Corp | 3,989 | $765.0K | 0.07% | +25+0.6% | Added |
| Squarepoint Ops LLC | 3,977 | $762.7K | 0.00% | −35,372−89.9% | Reduced |
| Proequities, Inc. | 3,977 | $762.7K | 0.05% | +198+5.2% | Added |
| Kovitz Investment Group Partners, LLC | 5,812 | $761.6K | 0.01% | −5,408−48.2% | Reduced |
| Avidian Wealth Solutions, LLC | 3,966 | $760.6K | 0.03% | +5+0.1% | Added |
| HighPoint Advisor Group LLC | 4,239 | $759.9K | 0.04% | +51+1.2% | Added |
| AE Wealth Management LLC | 3,961 | $759.7K | 0.01% | +179+4.7% | Added |
| Sequoia Financial Advisors, LLC | 3,958 | $759.1K | 0.01% | −779−16.4% | Reduced |
| Money Concepts Capital Corp | 3,929 | $753.4K | 0.06% | +168+4.5% | Added |
| Simplicity Wealth,LLC | 3,911 | $750.0K | 0.07% | −1,625−29.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,902 | $748.3K | 0.05% | −362−8.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,899 | $747.7K | 0.01% | +279+7.7% | Added |
| Sound View Wealth Advisors Group, LLC | 3,862 | $740.7K | 0.06% | −10.0% | Reduced |
| First Hawaiian Bank | 3,862 | $740.7K | 0.02% | +11+0.3% | Added |
| Valley Brook Capital Group | 3,857 | $739.7K | 0.53% | −210−5.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,856 | $739.5K | 0.02% | +234+6.5% | Added |
| Valley Forge Investment Consultants Inc Adv | 3,850 | $738.4K | 0.26% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,847 | $737.9K | 0.17% | 00.0% | Unchanged |
| Napatree Capital LLC | 3,839 | $736.2K | 0.51% | −32−0.8% | Reduced |
| Dillon & Associates Inc | 3,833 | $736.0K | 0.10% | −153−3.8% | Reduced |
| Northstar Asset Management LLC | 3,800 | $728.8K | 0.17% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,796 | $728.0K | 0.12% | −58−1.5% | Reduced |
| Raymond James Trust N.A. | 3,786 | $726.1K | 0.02% | −135−3.4% | Reduced |
| First Command Advisory Services, Inc. | 3,777 | $724.4K | 0.01% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 3,768 | $722.6K | 0.27% | +809+27.3% | Added |
| Farmers Trust Co | 3,763 | $721.7K | 0.13% | −4−0.1% | Reduced |
| CWA Asset Management Group, LLC | 3,749 | $719.0K | 0.04% | +3,749 | New |
| Retirement Guys Formula LLC | 3,732 | $715.7K | 0.33% | +321+9.4% | Added |
| Trail Ridge Investment Advisors, LLC | 3,923 | $713.9K | 0.34% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,717 | $712.8K | 0.02% | −8−0.2% | Reduced |
| Weik Capital Management | 3,693 | $708.2K | 0.29% | −50−1.3% | Reduced |
| HM Payson & Co | 3,690 | $707.7K | 0.01% | +3+0.1% | Added |
| Resources Investment Advisors, LLC. | 3,688 | $707.3K | 0.01% | +349+10.5% | Added |
| Harvey Investment Co LLC | 3,674 | $705.0K | 0.08% | −600−14.0% | Reduced |
| Unigestion Holding SA | 3,660 | $701.9K | 0.03% | +467+14.6% | Added |
| Caldwell Sutter Capital, Inc. | 3,633 | $696.7K | 0.32% | +2,691+285.7% | Added |
| Ieq Capital, LLC | 3,611 | $692.5K | 0.01% | −942−20.7% | Reduced |
| World Equity Group, Inc. | 3,602 | $690.8K | 0.25% | +145+4.2% | Added |
| Midland Wealth Advisors LLC | 3,600 | $690.4K | 0.04% | −510−12.4% | Reduced |
| KFG Wealth Management, LLC | 3,592 | $688.9K | 0.15% | −57−1.6% | Reduced |
| Arete Wealth Advisors, LLC | 3,588 | $688.0K | 0.06% | +1,735+93.6% | Added |
| EP Wealth Advisors, LLC | 3,578 | $686.3K | 0.01% | −35−1.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,555 | $681.8K | 0.13% | +1,080+43.6% | Added |
| Fullerton Fund Management Co Ltd. | 3,542 | $679.3K | 0.03% | +3,542 | New |
| Moloney Securities Asset Management, LLC | 3,540 | $678.9K | 0.09% | +650+22.5% | Added |
| Quest Partners LLC | 3,524 | $675.8K | 0.06% | −1,747−33.1% | Reduced |
| Hixon Zuercher, LLC | 3,519 | $674.9K | 0.26% | +149+4.4% | Added |
| Klingman & Associates, LLC | 3,501 | $671.4K | 0.04% | +10.0% | Added |
| Ade, LLC | 3,420 | $655.9K | 0.40% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 3,414 | $654.7K | 0.34% | +3,414 | New |
| RSM US Wealth Management LLC | 3,405 | $653.2K | 0.01% | −349−9.3% | Reduced |
| Aptus Capital Advisors, LLC | 3,404 | $652.8K | 0.01% | −566−14.3% | Reduced |
| Benchmark Investment Advisors LLC | 3,400 | $652.1K | 0.46% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 3,354 | $643.2K | 0.33% | +264+8.5% | Added |
| J.W. Cole Advisors, Inc. | 3,335 | $639.7K | 0.03% | −4,229−55.9% | Reduced |
| Tarbox Family Office, Inc. | 3,309 | $634.7K | 0.10% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,287 | $630.0K | 0.05% | −14−0.4% | Reduced |
| West Family Investments, Inc. | 3,273 | $627.7K | 0.21% | +7+0.2% | Added |
| Peregrine Asset Advisers, Inc. | 3,266 | $626.4K | 0.22% | −178−5.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,250 | $623.3K | 0.14% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,217 | $617.0K | 0.14% | +4+0.1% | Added |
| America First Investment Advisors, LLC | 3,217 | $617.0K | 0.14% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,214 | $616.4K | 0.01% | −1,001−23.7% | Reduced |
| Sumitomo Life Insurance Co | 3,170 | $607.9K | 0.01% | −47−1.5% | Reduced |
| Old Point Trust & Financial Services N A | 3,170 | $607.9K | 0.22% | +88+2.9% | Added |
| Buttonwood Financial Advisors Inc. | 3,159 | $605.9K | 0.26% | −23−0.7% | Reduced |
| Spears Abacus Advisors LLC | 3,159 | $605.8K | 0.01% | 00.0% | Unchanged |
| Ledyard National Bank | 3,127 | $599.7K | 0.05% | +1,824+140.0% | Added |
| First National Trust Co | 3,127 | $599.7K | 0.02% | −63−2.0% | Reduced |
| Ballentine Partners, LLC | 3,116 | $597.6K | 0.01% | +25+0.8% | Added |
| Oakworth Capital, Inc. | 3,109 | $596.2K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 3,100 | $594.5K | 0.00% | −2−0.1% | Reduced |
| Wealth Alliance | 3,075 | $589.7K | 0.07% | +328+11.9% | Added |
| Forte Capital LLC | 3,074 | $589.6K | 0.07% | +635+26.0% | Added |
| Kestra Investment Management, LLC | 3,065 | $587.8K | 0.03% | +3,065 | New |
| Old National Bancorp | 3,053 | $585.5K | 0.01% | −191−5.9% | Reduced |
| StoneX Group Inc. | 3,052 | $585.3K | 0.04% | +474+18.4% | Added |
| Sandy Spring Bank | 3,046 | $584.2K | 0.02% | +4+0.1% | Added |
| Fernwood Investment Management, LLC | 3,025 | $580.1K | 0.19% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,016 | $578.4K | 0.06% | +390+14.9% | Added |
| Bridge Creek Capital Management LLC | 3,015 | $578.2K | 0.17% | +1,170+63.4% | Added |
| Argent Trust Co | 3,002 | $575.7K | 0.02% | −20−0.7% | Reduced |
| Quinn Opportunity Partners LLC | 3,000 | $575.3K | 0.06% | −13,600−81.9% | Reduced |
| Cassia Capital Partners, LLC | 2,999 | $575.1K | 0.38% | −193−6.0% | Reduced |