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 29 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 2021
Institutional positions in Hershey Co as of Sep 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
- +15 vs. Q2 2021
- Shares held
- 109.9M
- +1.74M (+1.6%) vs. Q2 2021
- Total value
- $18.6B
- −$214.5M (−1.1%) vs. Q2 2021
- New holders
- 87
- 341 more added
- Sold out
- 72
- 307 more reduced
15 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Riggs Asset Managment Co. Inc. | 200 | $34.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 200 | $34.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 200 | $34.0K | 0.01% | +200 | New |
| Bell Investment Advisors, Inc | 202 | $34.0K | 0.01% | +202 | New |
| Cordasco Financial Network | 209 | $35.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 213 | $36.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 213 | $36.0K | 0.02% | +39+22.4% | Added |
| Glassman Wealth Services | 217 | $37.0K | 0.01% | +7+3.3% | Added |
| Massmutual Trust Co FSB | 226 | $38.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 225 | $38.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 228 | $38.0K | 0.00% | +53+30.3% | Added |
| Evoke Wealth, LLC | 233 | $39.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 229 | $39.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 244 | $41.0K | 0.01% | +1+0.4% | Added |
| AlphaMark Advisors, LLC | 250 | $42.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 246 | $42.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 256 | $43.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 264 | $45.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 270 | $46.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 285 | $48.0K | 0.00% | +2+0.7% | Added |
| Motco | 290 | $49.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 292 | $49.0K | 0.00% | +2+0.7% | Added |
| Creative Financial Designs Inc | 292 | $49.0K | 0.01% | +181+163.1% | Added |
| Phoenix Wealth Advisors | 298 | $50.0K | 0.04% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 295 | $50.0K | 0.01% | +135+84.4% | Added |
| Brewin Dolphin Wealth Management Ltd | 300 | $50.8K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 300 | $51.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 369 | $53.0K | 0.00% | −286−43.7% | Reduced |
| Wagner Wealth Management, LLC | 308 | $54.0K | 0.04% | +12+4.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 323 | $55.0K | 0.00% | +323 | New |
| Cranbrook Wealth Management, LLC | 339 | $57.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 335 | $57.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 334 | $57.0K | 0.01% | +9+2.8% | Added |
| RWM Asset Management, LLC | 335 | $57.0K | 0.01% | +335 | New |
| TCTC Holdings, LLC | 342 | $58.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 345 | $58.0K | 0.00% | 00.0% | Unchanged |
| RE Advisers Corp | 342 | $58.0K | 0.00% | +124+56.9% | Added |
| Plante Moran Financial Advisors, LLC | 357 | $60.0K | 0.01% | +66+22.7% | Added |
| Gleason Group, Inc. | 360 | $61.0K | 0.02% | +2+0.6% | Added |
| Estabrook Capital Management | 400 | $67.7K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 400 | $68.0K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 400 | $68.0K | 0.04% | 00.0% | Unchanged |
| Consolidated Planning Corp | 402 | $68.0K | 0.04% | +402 | New |
| Dividend Assets Capital, LLC | 410 | $69.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 451 | $76.0K | 0.01% | +2+0.4% | Added |
| BBVA USA | 452 | $77.0K | 0.00% | +440+3,666.7% | Added |
| Clearview Wealth Advisors LLC | 464 | $78.0K | 0.05% | −18−3.7% | Reduced |
| Jones Financial Companies LLLP | 466 | $79.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 464 | $79.0K | 0.03% | −2−0.4% | Reduced |
| PFG Private Wealth Management, LLC | 465 | $79.0K | 0.05% | +465 | New |
| Glen Eagle Advisors, LLC | 480 | $81.2K | 0.02% | −21−4.2% | Reduced |
| Tobam | 503 | $85.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $85.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 504 | $85.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 518 | $87.7K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 542 | $92.0K | 0.03% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 555 | $94.0K | 0.04% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 560 | $95.0K | 0.02% | +400+250.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 572 | $97.0K | 0.02% | −5−0.9% | Reduced |
| Herold Advisors, Inc. | 590 | $99.0K | 0.04% | +590 | New |
| Blackhill Capital Inc | 600 | $102.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 608 | $103.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 608 | $103.0K | 0.00% | +2+0.3% | Added |
| Independence Bank of Kentucky | 615 | $104.0K | 0.04% | −50−7.5% | Reduced |
| Johnson Financial Group, Inc. | 618 | $105.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 620 | $105.0K | 0.01% | +12+2.0% | Added |
| Peoples Financial Services Corp. | 629 | $106.0K | 0.04% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 638 | $108.0K | 0.04% | +638 | New |
| Salem Investment Counselors Inc | 645 | $109.0K | 0.01% | 00.0% | Unchanged |
| Newfound Research LLC | 667 | $113.0K | 0.18% | +132+24.7% | Added |
| Trustcore Financial Services, LLC | 670 | $113.0K | 0.01% | +519+343.7% | Added |
| JFS Wealth Advisors, LLC | 672 | $114.0K | 0.01% | −758−53.0% | Reduced |
| AGF Investments LLC | 689 | $117.0K | 0.01% | +689 | New |
| Security National Trust Co | 700 | $122.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 729 | $123.0K | 0.01% | −2−0.3% | Reduced |
| NuWave Investment Management, LLC | 756 | $128.0K | 0.15% | +756 | New |
| Bellevue Asset Management, LLC | 750 | $129.0K | 0.08% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 760 | $129.0K | 0.08% | +760 | New |
| Private Capital Group, LLC | 769 | $130.0K | 0.03% | −12−1.5% | Reduced |
| FourThought Financial, LLC | 772 | $130.0K | 0.02% | +172+28.7% | Added |
| MV Capital Management, Inc. | 789 | $134.0K | 0.02% | +16+2.1% | Added |
| Kistler-Tiffany Companies, LLC | 800 | $135.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 800 | $135.0K | 0.02% | 00.0% | Unchanged |
| Infusive Asset Management Inc. | 808 | $137.0K | 0.03% | −26−3.1% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 860 | $146.0K | 0.05% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 868 | $147.0K | 0.10% | −51−5.5% | Reduced |
| Sterling Financial Planning, Inc. | 900 | $152.0K | 0.10% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 895 | $152.0K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 910 | $154.0K | 0.04% | +2+0.2% | Added |
| Leonteq Securities AG | 923 | $156.2K | 0.01% | −264−22.2% | Reduced |
| Quadrant Capital Group LLC | 939 | $159.0K | 0.02% | +42+4.7% | Added |
| Edmond de Rothschild Holding S.A. | 955 | $162.0K | 0.00% | +635+198.4% | Added |
| Sage Financial Group Inc | 965 | $163.0K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 961 | $163.0K | 0.06% | +3+0.3% | Added |
| TCI Wealth Advisors, Inc. | 993 | $168.0K | 0.03% | +239+31.7% | Added |
| Crescent Capital Consulting, LLC | 1,000 | $169.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,018 | $172.0K | 0.01% | −3−0.3% | Reduced |
| Allworth Financial LP | 1,037 | $175.0K | 0.00% | +164+18.8% | Added |
| Koshinski Asset Management, Inc. | 1,052 | $178.1K | 0.02% | +1,052 | New |
| 1832 Asset Management L.P. | 1,040 | $180.0K | 0.00% | +1,040 | New |