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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 2,996 | $574.6K | 0.02% | −406−11.9% | Reduced |
| Lincoln Capital LLC | 2,990 | $573.3K | 0.12% | −8−0.3% | Reduced |
| Waters Parkerson & Co., LLC | 2,990 | $573.0K | 0.03% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 2,983 | $572.1K | 0.30% | −72−2.4% | Reduced |
| WBH Advisory Inc | 2,981 | $571.8K | 0.05% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,969 | $569.4K | 0.01% | +415+16.2% | Added |
| Agf Management Ltd | 2,953 | $566.3K | 0.00% | −52−1.7% | Reduced |
| Norden Group LLC | 2,904 | $556.9K | 0.07% | +901+45.0% | Added |
| Stableford Capital II LLC | 2,993 | $556.6K | 0.22% | −10−0.3% | Reduced |
| Hardman Johnston Global Advisors LLC | 2,900 | $556.2K | 0.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,894 | $555.1K | 0.02% | +1,340+86.2% | Added |
| Zimmermann Investment Management & Planning LLC | 2,890 | $554.2K | 0.17% | −51−1.7% | Reduced |
| Commerzbank Aktiengesellschaft | 2,888 | $554.0K | 0.01% | +2,888 | New |
| Gotham Asset Management, LLC | 2,874 | $551.2K | 0.01% | −11,919−80.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,873 | $551.0K | 0.02% | +33+1.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,870 | $550.4K | 0.00% | +415+16.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,860 | $548.6K | 0.03% | +350+13.9% | Added |
| Abn Amro Investment Solutions | 2,860 | $548.5K | 0.01% | −365−11.3% | Reduced |
| Blueshift Asset Management, LLC | 2,830 | $542.7K | 0.13% | +2,830 | New |
| Weatherly Asset Management L. P. | 2,812 | $539.3K | 0.05% | +107+4.0% | Added |
| Robertson Stephens Wealth Management, LLC | 2,783 | $533.7K | 0.02% | −41−1.5% | Reduced |
| Tudor Investment Corp Et Al | 2,779 | $533.0K | 0.01% | −139,723−98.0% | Reduced |
| First American Trust, FSB | 2,765 | $530.3K | 0.05% | −5−0.2% | Reduced |
| Hudock, Inc. | 2,763 | $529.9K | 0.09% | +9+0.3% | Added |
| Daymark Wealth Partners, LLC | 2,752 | $527.8K | 0.02% | +6+0.2% | Added |
| Ambassador Advisors, LLC | 2,736 | $524.7K | 0.09% | +705+34.7% | Added |
| Douglass Winthrop Advisors, LLC | 2,715 | $520.7K | 0.01% | −10−0.4% | Reduced |
| Mutual Advisors, LLC | 2,856 | $520.3K | 0.02% | +192+7.2% | Added |
| ARS Wealth Advisors Group, LLC | 2,701 | $518.0K | 0.06% | 00.0% | Unchanged |
| Somerville Kurt F | 2,700 | $517.8K | 0.08% | 00.0% | Unchanged |
| Tower Bridge Advisors | 2,700 | $517.8K | 0.05% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,700 | $517.8K | 0.02% | 00.0% | Unchanged |
| Capital World Investors | 2,700 | $517.8K | 0.00% | 00.0% | Unchanged |
| Capital International Sarl | 2,685 | $514.9K | 0.01% | +2,685 | New |
| Gen-Wealth Partners Inc | 2,892 | $513.4K | 0.22% | +1,216+72.6% | Added |
| Oxford Asset Management LLP | 2,676 | $513.2K | 0.43% | +2,676 | New |
| Meeder Advisory Services, Inc. | 2,671 | $512.3K | 0.03% | +6+0.2% | Added |
| Keeler Thomas Management LLC | 2,669 | $511.9K | 0.16% | 00.0% | Unchanged |
| Atwater Malick LLC | 2,661 | $510.3K | 0.16% | +29+1.1% | Added |
| Trust Co of Vermont | 2,629 | $504.2K | 0.03% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,614 | $501.4K | 0.06% | +597+29.6% | Added |
| HBK Sorce Advisory LLC | 2,614 | $501.3K | 0.02% | −173−6.2% | Reduced |
| Main Street Financial Solutions, LLC | 2,608 | $500.2K | 0.05% | −2−0.1% | Reduced |
| Essex Financial Services, Inc. | 2,719 | $499.0K | 0.04% | +106+4.1% | Added |
| Cary Street Partner Investment Advisory LLC | 2,571 | $493.1K | 0.02% | −85−3.2% | Reduced |
| Orrstown Financial Services Inc | 2,571 | $493.1K | 0.15% | +2,571 | New |
| Navellier & Associates Inc | 2,569 | $492.7K | 0.07% | +10+0.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,559 | $490.8K | 0.10% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 2,550 | $489.0K | 0.02% | +877+52.4% | Added |
| KG&L Capital Management,LLC | 2,544 | $487.9K | 0.16% | −880−25.7% | Reduced |
| Fundamentun, LLC | 2,535 | $486.2K | 0.03% | +413+19.5% | Added |
| Columbia Asset Management | 2,524 | $484.0K | 0.09% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,507 | $480.8K | 0.03% | −206−7.6% | Reduced |
| Peoples Bank | 2,500 | $479.4K | 0.32% | +2,500 | New |
| Ethos Financial Group, LLC | 2,479 | $478.0K | 0.08% | +2,479 | New |
| Level Four Advisory Services, LLC | 2,668 | $474.0K | 0.02% | +148+5.9% | Added |
| Cardiff Park Advisors, LLC | 2,471 | $473.8K | 0.04% | +16+0.7% | Added |
| Archer Investment Corp | 2,465 | $472.8K | 0.13% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 2,451 | $470.1K | 0.09% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,466 | $470.1K | 0.01% | +252+11.4% | Added |
| Safe Harbor Fiduciary, LLC | 2,446 | $469.1K | 0.44% | +2,446 | New |
| RMB Capital Management, LLC | 2,404 | $461.0K | 0.01% | −367−13.2% | Reduced |
| LifeGuide Financial Advisors, LLC | 2,399 | $460.0K | 0.20% | +19+0.8% | Added |
| Founders Financial Securities LLC | 2,376 | $455.7K | 0.04% | −127−5.1% | Reduced |
| Integrated Advisors Network LLC | 2,372 | $454.8K | 0.02% | +156+7.0% | Added |
| Inspirion Wealth Advisors, LLC | 2,355 | $451.7K | 0.06% | +210+9.8% | Added |
| V-Square Quantitative Management LLC | 2,344 | $449.5K | 0.07% | +525+28.9% | Added |
| Bellecapital International Ltd. | 2,322 | $445.3K | 0.09% | −1,413−37.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,303 | $441.6K | 0.01% | −358−13.5% | Reduced |
| American National Bank | 2,295 | $440.1K | 0.05% | −46−2.0% | Reduced |
| Duncker Streett & Co Inc | 2,292 | $439.6K | 0.08% | 00.0% | Unchanged |
| Northeast Investment Management | 2,291 | $439.4K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,288 | $438.8K | 0.03% | +71+3.2% | Added |
| Edge Financial Advisors LLC | 2,280 | $437.3K | 0.39% | +15+0.7% | Added |
| Wealth Effects LLC | 2,267 | $434.8K | 0.15% | +150+7.1% | Added |
| Ashton Thomas Private Wealth, LLC | 2,260 | $433.5K | 0.02% | +206+10.0% | Added |
| Profund Advisors LLC | 2,242 | $430.0K | 0.02% | +481+27.3% | Added |
| Northstar Group, Inc. | 2,239 | $429.4K | 0.07% | +71+3.3% | Added |
| Pinnacle Associates Ltd | 2,298 | $428.5K | 0.01% | +547+31.2% | Added |
| Vident Advisory, LLC | 2,227 | $427.1K | 0.01% | +42+1.9% | Added |
| Associated Banc-Corp | 2,226 | $426.9K | 0.01% | −2−0.1% | Reduced |
| Cypress Capital Group | 2,207 | $423.3K | 0.05% | −13−0.6% | Reduced |
| Ingalls & Snyder LLC | 2,203 | $422.0K | 0.02% | 00.0% | Unchanged |
| Apeiron RIA LLC | 2,200 | $422.0K | 0.12% | +58+2.7% | Added |
| Insight Advisors, LLC | 2,196 | $421.2K | 0.07% | −5−0.2% | Reduced |
| National Asset Management, Inc. | 2,184 | $418.7K | 0.01% | −645−22.8% | Reduced |
| Aurora Investment Counsel | 2,170 | $416.2K | 0.23% | −7,407−77.3% | Reduced |
| Signaturefd, LLC | 2,146 | $411.6K | 0.01% | −433−16.8% | Reduced |
| Foster Group, Inc. | 2,142 | $410.9K | 0.02% | −89−4.0% | Reduced |
| Dark Forest Capital Management LP | 2,142 | $410.8K | 0.05% | +2,142 | New |
| Global Retirement Partners, LLC | 2,133 | $409.0K | 0.01% | −69−3.1% | Reduced |
| Financial Advocates Investment Management | 2,126 | $407.8K | 0.02% | +147+7.4% | Added |
| Howard Bailey Securities, LLC | 2,121 | $406.8K | 0.15% | +2,121 | New |
| Syon Capital LLC | 2,115 | $405.6K | 0.04% | −1,147−35.2% | Reduced |
| PFG Investments, LLC | 2,102 | $403.1K | 0.03% | +23+1.1% | Added |
| Hallmark Capital Management Inc | 2,101 | $402.9K | 0.03% | +355+20.3% | Added |
| Smart Money Group LLC | 2,268 | $402.8K | 0.14% | +234+11.5% | Added |
| We Are One Seven, LLC | 2,082 | $399.4K | 0.02% | −470−18.4% | Reduced |
| Studio Investment Management LLC | 2,077 | $398.3K | 0.08% | +314+17.8% | Added |
| Nicholas Hoffman & Company, LLC. | 2,065 | $396.0K | 0.02% | −512−19.9% | Reduced |