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 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 |
|---|---|---|---|---|---|
| BCS Wealth Management | 1,364 | $231.0K | 0.10% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,361 | $230.0K | 0.04% | +27+2.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,341 | $227.0K | 0.00% | −2,689−66.7% | Reduced |
| Clarius Group, LLC | 1,343 | $227.0K | 0.02% | +18+1.4% | Added |
| Mogy Joel R Investment Counsel Inc | 1,333 | $226.0K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,333 | $226.0K | 0.03% | 00.0% | Unchanged |
| Weil Company, Inc. | 1,310 | $222.0K | 0.12% | +7+0.5% | Added |
| EP Wealth Advisors, LLC | 1,305 | $221.0K | 0.01% | −419−24.3% | Reduced |
| Integrated Wealth Concepts LLC | 1,307 | $221.0K | 0.01% | +1,307 | New |
| Equitable Trust Co | 1,300 | $220.0K | 0.01% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,300 | $220.0K | 0.01% | 00.0% | Unchanged |
| Maven Securities LTD | 1,292 | $219.0K | 0.03% | +1,292 | New |
| Beaumont Financial Partners, LLC | 1,287 | $218.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,285 | $217.0K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,280 | $217.0K | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,281 | $217.0K | 0.04% | +6+0.5% | Added |
| BCGM Wealth Management, LLC | 1,229 | $216.0K | 0.12% | +4+0.3% | Added |
| Capital Financial Planning, LLC | 1,271 | $215.0K | 0.08% | +1+0.1% | Added |
| NTV Asset Management LLC | 1,263 | $214.0K | 0.04% | +2+0.2% | Added |
| NovaPoint Capital, LLC | 1,266 | $214.0K | 0.09% | +16+1.3% | Added |
| Aspireon Wealth Advisors | 1,260 | $213.0K | 0.15% | +1,260 | New |
| Select Asset Management & Trust | 1,250 | $212.0K | 0.15% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,246 | $211.0K | 0.01% | −100−7.4% | Reduced |
| Strategic Financial Services, Inc, | 1,244 | $211.0K | 0.02% | 00.0% | Unchanged |
| CPWM, LLC | 1,245 | $211.0K | 0.02% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,248 | $211.0K | 0.08% | +31+2.5% | Added |
| 6 Meridian | 1,228 | $208.0K | 0.02% | −148−10.8% | Reduced |
| Aberdeen Wealth Management LLC | 1,230 | $208.0K | 0.20% | 00.0% | Unchanged |
| AIA Group Ltd | 1,229 | $208.0K | 0.01% | +1,229 | New |
| Dynamic Technology Lab Private Ltd | 1,221 | $207.0K | 0.02% | +1,221 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,210 | $205.0K | 0.08% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,213 | $205.0K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,205 | $204.0K | 0.00% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 1,200 | $203.0K | 0.02% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 1,200 | $203.0K | 0.09% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,183 | $200.0K | 0.11% | +6+0.5% | Added |
| Arrow Financial Corp | 1,150 | $195.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,111 | $188.0K | 0.02% | +5+0.5% | Added |
| Clean Yield Group | 1,100 | $186.0K | 0.07% | −100−8.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,100 | $186.0K | 0.14% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,040 | $180.0K | 0.00% | +1,040 | New |
| Koshinski Asset Management, Inc. | 1,052 | $178.1K | 0.02% | +1,052 | New |
| Allworth Financial LP | 1,037 | $175.0K | 0.00% | +164+18.8% | Added |
| Belpointe Asset Management LLC | 1,018 | $172.0K | 0.01% | −3−0.3% | Reduced |
| Crescent Capital Consulting, LLC | 1,000 | $169.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 993 | $168.0K | 0.03% | +239+31.7% | 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 |
| Edmond de Rothschild Holding S.A. | 955 | $162.0K | 0.00% | +635+198.4% | Added |
| Quadrant Capital Group LLC | 939 | $159.0K | 0.02% | +42+4.7% | Added |
| Leonteq Securities AG | 923 | $156.2K | 0.01% | −264−22.2% | Reduced |
| Hanson & Doremus Investment Management | 910 | $154.0K | 0.04% | +2+0.2% | Added |
| Sterling Financial Planning, Inc. | 900 | $152.0K | 0.10% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 895 | $152.0K | 0.07% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 868 | $147.0K | 0.10% | −51−5.5% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 860 | $146.0K | 0.05% | 00.0% | Unchanged |
| Infusive Asset Management Inc. | 808 | $137.0K | 0.03% | −26−3.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 800 | $135.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 800 | $135.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 789 | $134.0K | 0.02% | +16+2.1% | Added |
| 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 |
| Bellevue Asset Management, LLC | 750 | $129.0K | 0.08% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 760 | $129.0K | 0.08% | +760 | New |
| NuWave Investment Management, LLC | 756 | $128.0K | 0.15% | +756 | New |
| Benjamin F. Edwards & Company, Inc. | 729 | $123.0K | 0.01% | −2−0.3% | Reduced |
| Security National Trust Co | 700 | $122.0K | 0.03% | 00.0% | Unchanged |
| AGF Investments LLC | 689 | $117.0K | 0.01% | +689 | New |
| JFS Wealth Advisors, LLC | 672 | $114.0K | 0.01% | −758−53.0% | Reduced |
| 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 |
| Salem Investment Counselors Inc | 645 | $109.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 638 | $108.0K | 0.04% | +638 | New |
| Peoples Financial Services Corp. | 629 | $106.0K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 618 | $105.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 620 | $105.0K | 0.01% | +12+2.0% | Added |
| Independence Bank of Kentucky | 615 | $104.0K | 0.04% | −50−7.5% | Reduced |
| Key Financial Inc | 608 | $103.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 608 | $103.0K | 0.00% | +2+0.3% | Added |
| Blackhill Capital Inc | 600 | $102.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 590 | $99.0K | 0.04% | +590 | New |
| Patriot Financial Group Insurance Agency, LLC | 572 | $97.0K | 0.02% | −5−0.9% | Reduced |
| Rockbridge Investment Management, LCC | 560 | $95.0K | 0.02% | +400+250.0% | Added |
| Baldrige Asset Management LLC | 555 | $94.0K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 542 | $92.0K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 518 | $87.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Glen Eagle Advisors, LLC | 480 | $81.2K | 0.02% | −21−4.2% | 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 |
| Clearview Wealth Advisors LLC | 464 | $78.0K | 0.05% | −18−3.7% | Reduced |
| BBVA USA | 452 | $77.0K | 0.00% | +440+3,666.7% | Added |
| Global Retirement Partners, LLC | 451 | $76.0K | 0.01% | +2+0.4% | Added |
| Dividend Assets Capital, LLC | 410 | $69.0K | 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 |