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 30 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 |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 3,965 | $671.0K | 0.17% | −460−10.4% | Reduced |
| Stratos Wealth Partners, LTD. | 3,970 | $672.0K | 0.02% | +512+14.8% | Added |
| JustInvest LLC | 3,973 | $672.0K | 0.06% | +1,029+35.0% | Added |
| Valley Forge Investment Consultants Inc Adv | 3,983 | $674.0K | 0.36% | −30−0.7% | Reduced |
| Quinn Opportunity Partners LLC | 4,000 | $677.0K | 0.04% | 00.0% | Unchanged |
| Gifford Fong Associates | 4,000 | $677.0K | 0.13% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $677.0K | 0.17% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4,000 | $677.0K | 0.15% | +4,000 | New |
| Formidable Asset Management, LLC | 4,028 | $682.0K | 0.13% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 4,041 | $682.1K | 0.01% | −4,998−55.3% | Reduced |
| Avidian Wealth Solutions, LLC | 4,034 | $683.0K | 0.05% | +125+3.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,047 | $686.0K | 0.01% | +243+6.4% | Added |
| Cullen/Frost Bankers, Inc. | 4,094 | $693.0K | 0.01% | +327+8.7% | Added |
| Redpoint Investment Management Pty Ltd | 4,114 | $696.0K | 0.06% | −148−3.5% | Reduced |
| Welch & Forbes LLC | 4,114 | $696.0K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 4,125 | $698.0K | 0.24% | 00.0% | Unchanged |
| IBM Retirement Fund | 4,139 | $701.0K | 0.05% | +17+0.4% | Added |
| Domani Wealth, LLC | 4,204 | $712.0K | 0.15% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,210 | $713.0K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,230 | $716.0K | 0.02% | +136+3.3% | Added |
| Private Trust Co NA | 4,243 | $718.0K | 0.10% | +522+14.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,277 | $724.0K | 0.33% | +4,277 | New |
| Pathstone Family Office, LLC | 4,282 | $725.0K | 0.02% | −22−0.5% | Reduced |
| Diligent Investors, LLC | 4,177 | $728.0K | 0.25% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 4,307 | $729.0K | 0.09% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,335 | $734.0K | 0.05% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 4,377 | $741.0K | 0.11% | +95+2.2% | Added |
| Allegheny Financial Group LTD | 4,389 | $743.0K | 0.34% | +12+0.3% | Added |
| Somerville Kurt F | 4,400 | $745.0K | 0.11% | −100−2.2% | Reduced |
| Swarthmore Group Inc | 4,279 | $745.0K | 0.19% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,416 | $747.0K | 0.18% | +5+0.1% | Added |
| Fieldpoint Private Securities, LLC | 4,422 | $748.0K | 0.17% | +4+0.1% | Added |
| Stock Yards Bank & Trust Co | 4,423 | $749.0K | 0.05% | 00.0% | Unchanged |
| First Command Bank | 4,467 | $756.0K | 0.13% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 4,467 | $756.0K | 0.13% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,494 | $761.0K | 0.07% | +4,494 | New |
| Cigna Investments Inc | 4,494 | $762.0K | 0.06% | −100−2.2% | Reduced |
| Wealthspire Advisors, LLC | 4,532 | $767.0K | 0.02% | +1,927+74.0% | Added |
| Savant Capital, LLC | 4,587 | $776.0K | 0.03% | +7+0.2% | Added |
| Intrust Bank NA | 4,588 | $777.0K | 0.10% | −66−1.4% | Reduced |
| Heritage Trust Co | 4,613 | $781.0K | 0.11% | −45−1.0% | Reduced |
| Twin Capital Management Inc | 4,630 | $784.0K | 0.08% | −440−8.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,705 | $796.0K | 0.04% | −9−0.2% | Reduced |
| Aaron Wealth Advisors | 4,739 | $802.0K | 0.23% | +15+0.3% | Added |
| Bradley Foster & Sargent Inc | 4,751 | $804.0K | 0.02% | 00.0% | Unchanged |
| Meyer Handelman Co | 4,800 | $812.0K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,802 | $813.0K | 0.01% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 4,801 | $813.0K | 0.42% | +408+9.3% | Added |
| Teza Capital Management LLC | 4,801 | $813.0K | 0.39% | +2,255+88.6% | Added |
| Veriti Management LLC | 4,807 | $814.0K | 0.12% | +669+16.2% | Added |
| Diversified Trust Co | 4,857 | $822.0K | 0.03% | −5,183−51.6% | Reduced |
| Suncoast Equity Management | 4,856 | $822.0K | 0.11% | +536+12.4% | Added |
| Kestra Advisory Services, LLC | 4,868 | $824.0K | 0.01% | +973+25.0% | Added |
| Busey Wealth Management | 4,964 | $840.0K | 0.03% | +4,964 | New |
| Chilton Capital Management LLC | 5,000 | $846.0K | 0.05% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 5,000 | $846.0K | 0.37% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,023 | $850.0K | 0.02% | +426+9.3% | Added |
| TrimTabs Asset Management, LLC | 4,914 | $855.0K | 0.41% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 5,088 | $861.0K | 0.02% | −231−4.3% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $863.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 5,000 | $871.0K | 0.12% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 5,174 | $876.0K | 0.09% | −1,154−18.2% | Reduced |
| Parallel Advisors, LLC | 5,179 | $876.0K | 0.04% | +1,318+34.1% | Added |
| Great Valley Advisor Group, Inc. | 5,239 | $887.0K | 0.06% | +10.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,295 | $896.0K | 0.05% | +99+1.9% | Added |
| Wendell David Associates Inc | 5,320 | $900.0K | 0.10% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,325 | $902.0K | 0.04% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 5,354 | $906.2K | 0.16% | +884+19.8% | Added |
| Natixis | 5,374 | $910.0K | 0.00% | −33,987−86.3% | Reduced |
| Main Street Financial Solutions, LLC | 5,406 | $915.0K | 0.14% | −27−0.5% | Reduced |
| Davenport & Co LLC | 5,498 | $931.0K | 0.01% | +622+12.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $948.0K | 0.00% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 5,600 | $948.0K | 0.06% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,607 | $949.0K | 0.06% | −100−1.8% | Reduced |
| Gratus Capital LLC | 5,645 | $955.0K | 0.10% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 5,666 | $959.0K | 0.17% | +868+18.1% | Added |
| Qtron Investments LLC | 5,706 | $966.0K | 0.26% | +5,706 | New |
| Advisor Partners LLC | 5,737 | $971.0K | 0.07% | −491−7.9% | Reduced |
| Brookstone Capital Management | 5,426 | $978.0K | 0.02% | −327−5.7% | Reduced |
| E. Ohman J:or Asset Management AB | 5,800 | $981.6K | 0.03% | −600−9.4% | Reduced |
| Cerity Partners LLC | 5,850 | $990.0K | 0.02% | +6+0.1% | Added |
| First National Trust Co | 5,862 | $992.0K | 0.06% | −14−0.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,858 | $992.0K | 0.06% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 5,877 | $994.7K | 0.15% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 5,935 | $1.00M | 0.06% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 5,950 | $1.01M | 0.11% | −760−11.3% | Reduced |
| Philadelphia Trust Co | 5,954 | $1.01M | 0.07% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 5,965 | $1.01M | 0.57% | +311+5.5% | Added |
| Haverford Trust Co | 5,972 | $1.01M | 0.01% | +575+10.7% | Added |
| Jackson Creek Investment Advisors LLC | 5,987 | $1.01M | 0.38% | −241−3.9% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 6,025 | $1.02M | 0.77% | 00.0% | Unchanged |
| Lipe & Dalton | 6,083 | $1.03M | 0.53% | +10.0% | Added |
| 44 Wealth Management LLC | 6,169 | $1.04M | 0.40% | −190−3.0% | Reduced |
| Veritable, L.P. | 6,335 | $1.07M | 0.02% | +20+0.3% | Added |
| Donoghue Forlines LLC | 6,359 | $1.08M | 0.21% | −10,874−63.1% | Reduced |
| Csenge Advisory Group | 6,309 | $1.08M | 0.09% | +650+11.5% | Added |
| Sigma Planning Corp | 6,389 | $1.08M | 0.03% | +2,098+48.9% | Added |
| STRS Ohio | 6,483 | $1.10M | 0.00% | −1,496−18.7% | Reduced |
| Clearbridge Investments, LLC | 6,510 | $1.10M | 0.00% | −8,000−55.1% | Reduced |
| Scotia Capital Inc. | 6,688 | $1.13M | 0.01% | +253+3.9% | Added |