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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 8,512 | $1.44M | 0.02% | +63+0.7% | Added |
| Wealthquest Corp | 8,500 | $1.44M | 0.24% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 8,462 | $1.43M | 0.07% | −62−0.7% | Reduced |
| Hutner Capital Management Inc | 8,371 | $1.42M | 0.93% | −11−0.1% | Reduced |
| Stonebridge Capital Advisors LLC | 8,263 | $1.40M | 0.17% | +185+2.3% | Added |
| Daiwa Securities Group Inc. | 8,254 | $1.40M | 0.01% | +351+4.4% | Added |
| Rational Advisors LLC | 8,039 | $1.36M | 0.11% | +8,039 | New |
| Tower Bridge Advisors | 8,000 | $1.35M | 0.09% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 8,000 | $1.35M | 0.41% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,999 | $1.35M | 0.01% | +43+0.5% | Added |
| American National Bank | 7,805 | $1.32M | 0.29% | +360+4.8% | Added |
| Zurich Insurance Group Ltd | 7,800 | $1.32M | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,800 | $1.32M | 0.01% | +3,268+72.1% | Added |
| Vident Investment Advisory, LLC | 7,779 | $1.32M | 0.04% | +2,217+39.9% | Added |
| Cetera Investment Advisers | 7,732 | $1.31M | 0.02% | +29+0.4% | Added |
| Moors & Cabot, Inc. | 7,595 | $1.28M | 0.08% | +815+12.0% | Added |
| Roundview Capital LLC | 7,574 | $1.28M | 0.14% | +423+5.9% | Added |
| Hendley & Co Inc | 7,562 | $1.28M | 0.45% | +5,027+198.3% | Added |
| Lafayette Investments, Inc. | 7,460 | $1.26M | 0.34% | +157+2.1% | Added |
| Peterson Wealth Management | 7,321 | $1.24M | 0.96% | −10.0% | Reduced |
| Beacon Pointe Advisors, LLC | 7,308 | $1.24M | 0.03% | +7,308 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,300 | $1.24M | 0.02% | +652+9.8% | Added |
| People's United Financial, Inc. | 7,259 | $1.23M | 0.03% | −269−3.6% | Reduced |
| Smith, Moore & Co. | 7,218 | $1.22M | 0.19% | +178+2.5% | Added |
| Alerus Financial NA | 7,196 | $1.22M | 0.11% | −17−0.2% | Reduced |
| Unigestion Holding SA | 7,072 | $1.22M | 0.05% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 7,140 | $1.21M | 0.98% | +85+1.2% | Added |
| RKL Wealth Management LLC | 7,079 | $1.20M | 0.15% | +13+0.2% | Added |
| Umb Bank N A | 7,053 | $1.19M | 0.03% | −33−0.5% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 7,054 | $1.19M | 0.92% | +436+6.6% | Added |
| AdvisorShares Investments LLC | 7,040 | $1.19M | 0.19% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 7,022 | $1.19M | 0.00% | +3,488+98.7% | Added |
| Ropes Wealth Advisors LLC | 6,959 | $1.18M | 0.19% | −111−1.6% | Reduced |
| Bellecapital International Ltd. | 6,929 | $1.17M | 0.36% | +170+2.5% | Added |
| London Co of Virginia | 6,862 | $1.16M | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 6,764 | $1.16M | 0.01% | −11,041−62.0% | Reduced |
| Summit Financial Group Inc | 6,825 | $1.16M | 0.42% | 00.0% | Unchanged |
| Capula Management Ltd | 6,827 | $1.16M | 0.09% | +6,827 | New |
| Huntington National Bank | 6,730 | $1.14M | 0.01% | +70+1.1% | Added |
| RB Capital Management, LLC | 6,708 | $1.14M | 0.43% | +60+0.9% | Added |
| Scotia Capital Inc. | 6,688 | $1.13M | 0.01% | +253+3.9% | Added |
| Clearbridge Investments, LLC | 6,510 | $1.10M | 0.00% | −8,000−55.1% | Reduced |
| STRS Ohio | 6,483 | $1.10M | 0.00% | −1,496−18.7% | Reduced |
| Sigma Planning Corp | 6,389 | $1.08M | 0.03% | +2,098+48.9% | Added |
| Csenge Advisory Group | 6,309 | $1.08M | 0.09% | +650+11.5% | Added |
| Donoghue Forlines LLC | 6,359 | $1.08M | 0.21% | −10,874−63.1% | Reduced |
| Veritable, L.P. | 6,335 | $1.07M | 0.02% | +20+0.3% | Added |
| 44 Wealth Management LLC | 6,169 | $1.04M | 0.40% | −190−3.0% | Reduced |
| Lipe & Dalton | 6,083 | $1.03M | 0.53% | +10.0% | Added |
| R.H. Dinel Investment Counsel, Inc. | 6,025 | $1.02M | 0.77% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 5,987 | $1.01M | 0.38% | −241−3.9% | Reduced |
| Haverford Trust Co | 5,972 | $1.01M | 0.01% | +575+10.7% | Added |
| Tempus Wealth Planning, LLC | 5,965 | $1.01M | 0.57% | +311+5.5% | Added |
| Philadelphia Trust Co | 5,954 | $1.01M | 0.07% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 5,950 | $1.01M | 0.11% | −760−11.3% | Reduced |
| Texas Yale Capital Corp. | 5,935 | $1.00M | 0.06% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 5,877 | $994.7K | 0.15% | 00.0% | Unchanged |
| 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 |
| Cerity Partners LLC | 5,850 | $990.0K | 0.02% | +6+0.1% | Added |
| E. Ohman J:or Asset Management AB | 5,800 | $981.6K | 0.03% | −600−9.4% | Reduced |
| Brookstone Capital Management | 5,426 | $978.0K | 0.02% | −327−5.7% | Reduced |
| Advisor Partners LLC | 5,737 | $971.0K | 0.07% | −491−7.9% | Reduced |
| Qtron Investments LLC | 5,706 | $966.0K | 0.26% | +5,706 | New |
| Moloney Securities Asset Management, LLC | 5,666 | $959.0K | 0.17% | +868+18.1% | Added |
| Gratus Capital LLC | 5,645 | $955.0K | 0.10% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,607 | $949.0K | 0.06% | −100−1.8% | Reduced |
| 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 |
| Davenport & Co LLC | 5,498 | $931.0K | 0.01% | +622+12.8% | Added |
| Main Street Financial Solutions, LLC | 5,406 | $915.0K | 0.14% | −27−0.5% | Reduced |
| Natixis | 5,374 | $910.0K | 0.00% | −33,987−86.3% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 5,354 | $906.2K | 0.16% | +884+19.8% | Added |
| Whittier Trust Co of Nevada Inc | 5,325 | $902.0K | 0.04% | 00.0% | Unchanged |
| Wendell David Associates Inc | 5,320 | $900.0K | 0.10% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 5,295 | $896.0K | 0.05% | +99+1.9% | Added |
| Great Valley Advisor Group, Inc. | 5,239 | $887.0K | 0.06% | +10.0% | Added |
| 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 |
| Cypress Capital Management LLC | 5,000 | $871.0K | 0.12% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $863.0K | 0.01% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 5,088 | $861.0K | 0.02% | −231−4.3% | Reduced |
| TrimTabs Asset Management, LLC | 4,914 | $855.0K | 0.41% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,023 | $850.0K | 0.02% | +426+9.3% | Added |
| 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 |
| Busey Wealth Management | 4,964 | $840.0K | 0.03% | +4,964 | New |
| Kestra Advisory Services, LLC | 4,868 | $824.0K | 0.01% | +973+25.0% | 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 |
| Veriti Management LLC | 4,807 | $814.0K | 0.12% | +669+16.2% | Added |
| 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 |
| Meyer Handelman Co | 4,800 | $812.0K | 0.03% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,751 | $804.0K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,739 | $802.0K | 0.23% | +15+0.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,705 | $796.0K | 0.04% | −9−0.2% | Reduced |
| Twin Capital Management Inc | 4,630 | $784.0K | 0.08% | −440−8.7% | Reduced |
| Heritage Trust Co | 4,613 | $781.0K | 0.11% | −45−1.0% | Reduced |