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Livermore
ZHEN

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.

Q4 2021 vs. Q3 2021

How the institutions holding Hershey Co changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of HSY: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,040151,138+113
Shares109.9M150.6K109.0M−813.9K (−0.7%)
Value$18.6B$25.5M$21.0B+$2.48B (+13.4%)

15 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (176)

Institutions that held Hershey Co at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 176 by value.

Institutions new to HSY in Q4 2021
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC515,557$99.7M0.11%
Tobias Financial Advisors, Inc.68,969$13.3M1.05%
Tudor Investment Corp Et Al41,341$8.00M0.15%
Industrial Alliance Investment Management Inc.38,530$7.45M0.17%
B. Metzler seel. Sohn & Co. AG33,931$6.49M0.08%
Picton Mahoney Asset Management33,320$6.45M0.23%
Paloma Partners Management Co29,895$5.78M0.18%
Yousif Capital Management, LLC29,145$5.64M0.06%
Northstar Advisory Group, LLC28,287$5.47M3.24%
Capitolis Advisors LLC26,437$5.12M0.03%
Vise Technologies, Inc.25,211$4.88M1.32%
Aigen Investment Management, LP24,837$4.71M0.29%
Concorde Financial Corp22,920$4.46M2.81%
C2C Wealth Management, LLC22,505$4.35M0.63%
Hudson Bay Capital Management LP20,000$3.87M0.04%
Bancreek Capital Management, LP18,119$3.50M3.28%
Strategic Wealth Partners, Ltd.15,453$2.99M0.57%
Desjardins Global Asset Management Inc.15,236$2.95M0.25%
Wolverine Trading, LLC12,258$2.35M0.03%
Jump Financial, LLC11,023$2.13M0.13%
MUFG Securities EMEA plc10,700$2.07M0.04%
HWG Holdings LP9,446$1.83M0.86%
National Bank of Canada9,011$1.75M0.01%
Gouws Capital LLC8,880$1.72M1.39%
Grantham, Mayo, Van Otterloo & Co. LLC7,523$1.46M0.01%
CoreCap Advisors, LLC7,083$1.37M0.09%
SRN Advisors, LLC6,832$1.32M0.47%
Stegent Equity Advisors, Inc.6,779$1.31M1.07%
Marshall Wace, LLP6,715$1.30M0.00%
Axxcess Wealth Management, LLC6,567$1.27M0.10%
Bivin & Associates, Inc.6,051$1.17M1.02%
Intelligent Financial Strategies6,005$1.16M1.05%
Harel Insurance Investments & Financial Services Ltd.5,900$1.13M0.02%
Manhattan West Asset Management, LLC5,753$1.11M0.67%
Quantitative Investment Management, LLC5,702$1.10M0.15%
Cornercap Investment Counsel Inc5,461$1.06M0.15%
Fukoku Mutual Life Insurance Co5,000$967.0K0.07%
Lombard Odier Asset Management (Switzerland) SA4,863$941.0K0.06%
Money Concepts Capital Corp4,644$898.0K0.08%
Helios Capital Management Pte. Ltd4,300$832.0K0.75%
Trail Ridge Investment Advisors, LLC3,923$759.0K0.46%
Laurel Wealth Advisors, Inc.3,885$752.0K0.06%
Zimmermann Investment Management & Planning LLC3,741$724.0K0.41%
L2 Asset Management, LLC3,714$719.0K0.50%
Bell Rock Capital LLC3,050$594.0K0.44%
Astoria Portfolio Advisors LLC.2,912$563.0K0.45%
GWM Advisors LLC2,825$546.0K0.01%
Franklin Street Capital Partners, LLC2,500$484.0K2.25%
Two Sigma Securities, LLC2,346$454.0K0.09%
LifeGuide Financial Advisors, LLC2,288$443.0K0.33%
J2 Capital Management Inc2,279$441.0K0.42%
M. Kulyk & Associates, LLC2,173$420.0K0.11%
Metis Global Partners, LLC2,147$415.0K0.12%
JSF Financial, LLC2,144$415.0K0.20%
CWM, LLC2,141$414.0K0.00%
Heritage Investment Group, Inc.2,084$403.0K0.32%
Banque Pictet & Cie SA2,078$402.0K0.00%
Mainstay Capital Management LLC2,000$387.0K0.12%
Silverlake Wealth Management LLC1,867$361.2K0.19%
PDT Partners, LLC1,834$355.0K0.03%
Pearl River Capital, LLC1,808$350.0K0.09%
Cassia Capital Partners, LLC1,734$335.0K0.23%
Round Table Services, LLC1,646$318.0K0.06%
Ignite Planners, LLC1,583$313.0K0.20%
Cambridge Trust Co1,605$311.0K0.01%
Birch Hill Investment Advisors LLC1,600$310.0K0.02%
Ascent Group, LLC1,547$310.0K0.04%
PFS Investments Inc.1,596$309.0K0.01%
Colonial River Wealth Management, LLC1,596$309.0K0.17%
Boothbay Fund Management, LLC1,548$299.0K0.01%
Lido Advisors, LLC1,535$296.0K0.01%
Symphony Financial, Ltd. Co.1,500$290.0K0.08%
TD Waterhouse Canada Inc.1,204$273.4K0.00%
Manteio Capital LLC1,383$268.0K0.35%
Pallas Capital Advisors LLC1,326$266.0K0.03%
Quadrature Capital Ltd1,353$262.0K0.01%
Gordian Capital Singapore Pte Ltd1,350$262.0K0.21%
Group One Trading, L.P.1,313$254.0K0.00%
WealthShield Partners, LLC1,286$249.0K0.04%
Graham Capital Management, L.P.1,273$246.0K0.01%
Quantbot Technologies LP1,261$243.0K0.02%
Aptus Capital Advisors, LLC1,256$243.0K0.01%
Lewis Capital Management, LLC1,220$236.0K0.25%
Sequoia Financial Advisors, LLC1,216$235.0K0.01%
Stokes Family Office, LLC1,214$235.0K0.03%
Balentine LLC1,203$233.0K0.01%
International Assets Investment Management, LLC1,206$233.0K0.04%
FORA Capital, LLC1,180$228.0K0.09%
First Citizens Financial Corp1,179$228.0K0.17%
Hudson Valley Investment Advisors Inc1,164$225.0K0.04%
Quadrant Private Wealth Management, LLC1,164$225.0K0.08%
Prime Capital Investment Advisors, LLC1,164$225.0K0.01%
Coldstream Capital Management Inc1,153$223.0K0.01%
Parsec Financial Management, Inc.1,155$223.0K0.01%
First City Capital Management, Inc.1,100$223.0K0.13%
CFM Wealth Partners LLC1,148$222.0K0.05%
Wintrust Investments LLC1,143$221.0K0.02%
WFA of San Diego, LLC1,144$221.0K0.13%
Alaska Permanent Fund Corp1,119$220.0K0.00%
Zullo Investment Group, Inc.1,127$218.0K0.11%

Sold out (63)

Institutions that held Hershey Co at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of HSY in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marathon Asset Mgmt Ltd1,099,264$186.1M
AMP Capital Investors Ltd60,932$10.3M
Landscape Capital Management, L.L.C.53,078$8.98M
Fairfield, Bush & Co.20,000$3.38M
Maverick Capital LtdSuperinvestorMaverick Capital10,969$1.86M
Ontario Teachers Pension Plan Board7,022$1.19M
Capula Management Ltd6,827$1.16M
Moloney Securities Asset Management, LLC5,666$959.0K
Teza Capital Management LLC4,801$813.0K
Intellectus Partners, LLC4,416$747.0K
Quinn Opportunity Partners LLC4,000$677.0K
Occudo Quantitative Strategies LP3,868$655.0K
Fox Run Management, L.L.C.3,457$585.0K
Bellwether Advisors, LLC3,022$511.0K
Toews Corp2,400$406.0K
Lebenthal Global Advisors, LLC2,287$387.0K
Bridgefront Capital, LLC2,283$386.0K
Steel Peak Wealth Management LLC2,190$371.0K
Braun-Bostich & Associates Inc.2,012$341.0K
Citizens National Bank Trust Department2,000$339.0K
Oarsman Capital, Inc.2,000$338.0K
Mirabella Financial Services LLP1,958$331.0K
Baldwin Investment Management, LLC1,701$288.0K
Gsa Capital Partners LLP1,606$272.0K
Orrstown Financial Services Inc1,544$261.0K
Bayesian Capital Management, LP1,400$237.0K
Centiva Capital, LP1,402$237.0K
Machina Capital S.A.S.1,400$237.0K
Neo Ivy Capital Management1,810$235.0K
Maven Securities LTD1,292$219.0K
Dynamic Technology Lab Private Ltd1,221$207.0K
1832 Asset Management L.P.1,040$180.0K
Liberty Wealth Management LLC961$163.0K
Sterling Financial Planning, Inc.900$152.0K
NuWave Investment Management, LLC756$128.0K
Alpha Paradigm Partners, LLC638$108.0K
Herold Advisors, Inc.590$99.0K
Global Retirement Partners, LLC451$76.0K
Consolidated Planning Corp402$68.0K
Migdal Insurance & Financial Holdings Ltd.323$55.0K
D'Orazio & Associates, Inc.295$50.0K
Phoenix Wealth Advisors298$50.0K
GPS Wealth Strategies Group, LLC246$42.0K
Pinnacle Bancorp, Inc.200$34.0K
Kowal Investment Group, LLC111$19.0K
CBIZ Investment Advisory Services, LLC–$17.0K
Capital Advisory Group Advisory Services, LLC100$17.0K
Firestone Capital Management80$14.0K
West Paces Advisors Inc.60$10.2K
Resolute Partners Group57$10.0K
Loomis Sayles & Co L P55$9.00K
Meridian Wealth Partners, LLC39$7.00K
Red Tortoise LLC32$7.00K
Ellevest, Inc.32$5.00K
Gerber Kawasaki Wealth & Investment Management35$5.00K
Guidance Point Advisors, LLC34$5.00K
Ibex Wealth Advisors24$4.00K
Evolution Wealth Advisors, LLC19$3.00K
Cahill Financial Advisors Inc14$2.00K
True Link Financial Advisors, LLC11$2.00K
Atlas Private Wealth Advisors6$1.00K
Systematic Alpha Investments, LLC1$0
Cordant, Inc.2$0

Not filed for Q4 2021 yet (15)

Institutions that held Hershey Co at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HSY in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Hexavest Inc.42,368$7.17M
B. Metzler seel. Sohn & Co. Holding AG33,399$5.65M
Optimal Asset Management, Inc.28,050$4.75M
Symons Capital Management Inc16,860$2.85M
Cascadia Advisory Services, LLC15,468$2.62M
HighPoint Advisor Group LLC5,174$876.0K
World Asset Management Inc3,352$567.0K
Mid Atlantic Financial Management Inc1,928$326.0K
Eudaimonia Partners, LLC1,434$243.0K
Wealth Quarterback LLC868$147.0K
Security National Trust Co700$122.0K
BBVA USA452$77.0K
Sonora Investment Management, LLC334$57.0K
Berman Capital Advisors, LLC152$25.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA80$13.5K