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, Q2 2021
Institutional positions in Hershey Co as of Jun 30, 2021. 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
- 1,040
- +40 vs. Q1 2021
- Shares held
- 109.3M
- +934.2K (+0.9%) vs. Q1 2021
- Total value
- $19.0B
- +$1.89B (+11.0%) vs. Q1 2021
- New holders
- 119
- 342 more added
- Sold out
- 79
- 297 more reduced
7 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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, Q2 2021
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 1,334 | $232.0K | 0.04% | +1,334 | New |
| Clarius Group, LLC | 1,325 | $231.0K | 0.02% | +1,325 | New |
| Weil Company, Inc. | 1,303 | $227.0K | 0.11% | +1,303 | New |
| Meeder Asset Management Inc | 1,297 | $226.0K | 0.01% | −30,936−96.0% | Reduced |
| Equitable Trust Co | 1,300 | $226.0K | 0.01% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,300 | $226.0K | 0.01% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,300 | $226.0K | 0.02% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 1,292 | $225.0K | 0.19% | −267−17.1% | Reduced |
| Beaumont Financial Partners, LLC | 1,287 | $224.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,285 | $224.0K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,280 | $223.0K | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,275 | $222.0K | 0.04% | +6+0.5% | Added |
| Capital Financial Planning, LLC | 1,270 | $221.0K | 0.09% | +1+0.1% | Added |
| NTV Asset Management LLC | 1,261 | $220.0K | 0.04% | +1,261 | New |
| BCGM Wealth Management, LLC | 1,225 | $219.0K | 0.13% | +1,225 | New |
| Select Asset Management & Trust | 1,250 | $218.0K | 0.12% | +1,250 | New |
| NovaPoint Capital, LLC | 1,250 | $218.0K | 0.09% | +1,250 | New |
| Strategic Financial Services, Inc, | 1,244 | $217.0K | 0.02% | +1,244 | New |
| CPWM, LLC | 1,245 | $217.0K | 0.02% | +1,245 | New |
| Cassia Capital Partners, LLC | 1,236 | $215.0K | 0.16% | +1,236 | New |
| Aberdeen Wealth Management LLC | 1,230 | $214.0K | 0.20% | +1,230 | New |
| Relyea Zuckerberg Hanson LLC | 1,217 | $212.0K | 0.09% | +1,217 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,210 | $211.0K | 0.08% | +1,210 | New |
| Verdence Capital Advisors LLC | 1,213 | $211.0K | 0.03% | +1,213 | New |
| Brown Brothers Harriman & Co | 1,205 | $210.0K | 0.00% | −8−0.7% | Reduced |
| V Wealth Advisors LLC | 1,195 | $210.0K | 0.03% | +1,195 | New |
| Clean Yield Group | 1,200 | $209.0K | 0.08% | −200−14.3% | Reduced |
| Kidder Stephen W | 1,200 | $209.0K | 0.06% | −100−7.7% | Reduced |
| Neville Rodie & Shaw Inc | 1,200 | $209.0K | 0.02% | +1,200 | New |
| Hapanowicz & Associates Financial Services, Inc | 1,200 | $209.0K | 0.09% | +1,200 | New |
| Signaturefd, LLC | 1,190 | $207.0K | 0.01% | +110+10.2% | Added |
| Leonteq Securities AG | 1,187 | $206.8K | 0.02% | +636+115.4% | Added |
| Prime Capital Investment Advisors, LLC | 1,183 | $206.0K | 0.01% | +1,183 | New |
| Drexel Morgan & Co. | 1,175 | $205.0K | 0.06% | +1,175 | New |
| Mission Wealth Management, LP | 1,180 | $205.0K | 0.01% | +1,180 | New |
| First Citizens Financial Corp | 1,179 | $205.0K | 0.16% | +1,179 | New |
| MTM Investment Management, LLC | 1,177 | $205.0K | 0.11% | +1,177 | New |
| West Coast Financial LLC | 1,174 | $204.0K | 0.03% | +1,174 | New |
| Rehmann Capital Advisory Group | 1,168 | $203.6K | 0.02% | +1,168 | New |
| Quadrant Private Wealth Management, LLC | 1,168 | $203.0K | 0.08% | −800−40.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,164 | $203.0K | 0.04% | +1,164 | New |
| Altavista Wealth Management, Inc. | 1,158 | $202.0K | 0.04% | +1,158 | New |
| Keel Point, LLC | 1,151 | $200.0K | 0.02% | −139−10.8% | Reduced |
| Arrow Financial Corp | 1,150 | $200.0K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,149 | $200.0K | 0.01% | +1,149 | New |
| CFM Wealth Partners LLC | 1,148 | $200.0K | 0.05% | +1,148 | New |
| WealthShield Partners, LLC | 1,127 | $196.0K | 0.03% | +25+2.3% | Added |
| Bogart Wealth, LLC | 1,106 | $193.0K | 0.02% | +4+0.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,100 | $192.0K | 0.13% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,068 | $186.0K | 0.03% | −600−36.0% | Reduced |
| Belpointe Asset Management LLC | 1,021 | $178.0K | 0.01% | +1,021 | New |
| Crescent Capital Consulting, LLC | 1,000 | $174.0K | 0.03% | 00.0% | Unchanged |
| Sage Financial Group Inc | 965 | $168.0K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 958 | $167.0K | 0.06% | +7+0.7% | Added |
| San Francisco Sentry Investment Group (Ca) | 960 | $167.0K | 0.09% | +960 | New |
| Wealth Quarterback LLC | 919 | $160.0K | 0.10% | +919 | New |
| Sterling Financial Planning, Inc. | 900 | $157.0K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 897 | $156.0K | 0.02% | −26−2.8% | Reduced |
| Lowe Wealth Advisors, LLC | 895 | $156.0K | 0.07% | +1+0.1% | Added |
| Dark Forest Capital Management LP | 882 | $154.0K | 0.07% | +882 | New |
| Allworth Financial LP | 873 | $152.0K | 0.00% | +307+54.2% | Added |
| LeJeune Puetz Investment Counsel LLC | 860 | $150.0K | 0.06% | 00.0% | Unchanged |
| Infusive Asset Management Inc. | 834 | $145.0K | 0.03% | −133−13.8% | Reduced |
| Private Ocean, LLC | 800 | $139.0K | 0.02% | −49−5.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 800 | $139.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Group, LLC | 781 | $136.0K | 0.03% | +92+13.4% | Added |
| MV Capital Management, Inc. | 773 | $135.0K | 0.02% | +20+2.7% | Added |
| TCI Wealth Advisors, Inc. | 754 | $131.0K | 0.02% | +1+0.1% | Added |
| Bellevue Asset Management, LLC | 750 | $131.0K | 0.08% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 908 | $130.0K | 0.04% | −1−0.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 731 | $127.0K | 0.01% | −6−0.8% | Reduced |
| Security National Trust Co | 700 | $122.0K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 665 | $116.0K | 0.05% | −140−17.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 655 | $114.0K | 0.00% | +284+76.5% | Added |
| Salem Investment Counselors Inc | 645 | $112.0K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 629 | $110.0K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 608 | $109.0K | 0.06% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 618 | $108.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 608 | $106.0K | 0.01% | +10+1.7% | Added |
| Blackhill Capital Inc | 600 | $105.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 606 | $105.0K | 0.00% | +198+48.5% | Added |
| FourThought Financial, LLC | 600 | $104.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 577 | $101.0K | 0.02% | +194+50.7% | Added |
| Baldrige Asset Management LLC | 555 | $97.0K | 0.04% | +555 | New |
| Deseret Mutual Benefit Administrators | 552 | $96.0K | 0.02% | +552 | New |
| Princeton Global Asset Management LLC | 542 | $94.0K | 0.03% | 00.0% | Unchanged |
| Newfound Research LLC | 535 | $93.0K | 0.18% | +9+1.7% | Added |
| Anchor Investment Management, LLC | 518 | $90.2K | 0.01% | 00.0% | Unchanged |
| Tobam | 503 | $88.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 501 | $87.3K | 0.03% | +6+1.2% | Added |
| Ancora Advisors, LLC | 500 | $87.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 504 | $87.0K | 0.01% | +399+380.0% | Added |
| Clearview Wealth Advisors LLC | 482 | $84.0K | 0.05% | +10+2.1% | Added |
| FFT Wealth Management LLC | 480 | $84.0K | 0.02% | +480 | New |
| Wealthstreet Investment Advisors, LLC | 466 | $81.0K | 0.42% | −9,086−95.1% | Reduced |
| Jones Financial Companies LLLP | 466 | $81.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 466 | $81.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 449 | $78.0K | 0.01% | +35+8.5% | Added |
| Brewin Dolphin Ltd | 410 | $71.4K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 410 | $71.0K | 0.01% | 00.0% | Unchanged |