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Livermore
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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, Q4 2021

Institutional positions in Hershey Co as of Dec 31, 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
1,138
+113 vs. Q3 2021
Shares held
109.0M
−813.9K (−0.7%) vs. Q3 2021
Total value
$21.0B
+$2.48B (+13.4%) vs. Q3 2021
New holders
176
366 more added
Sold out
63
331 more reduced

15 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,138 institutions
Q1 2021: 1,007 institutionsQ2 2021: 1,040 institutionsQ3 2021: 1,040 institutionsQ4 2021: 1,138 institutionsQ1 2022: 1,191 institutionsQ2 2022: 1,212 institutionsQ3 2022: 1,228 institutionsQ4 2022: 1,294 institutionsQ1 2023: 1,337 institutionsQ2 2023: 1,357 institutionsQ3 2023: 1,301 institutionsQ4 2023: 1,352 institutionsQ1 2024: 1,362 institutionsQ2 2024: 1,384 institutionsQ3 2024: 1,400 institutionsQ4 2024: 1,349 institutionsQ1 2025: 1,348 institutionsQ2 2025: 1,314 institutionsQ3 2025: 1,360 institutionsQ4 2025: 1,415 institutionsQ1 2026: 1,480 institutionsQ2 2026: 1,417 institutions
Value heldQ4 2021: $21.0B
Q1 2021: $17.3BQ2 2021: $19.0BQ3 2021: $18.6BQ4 2021: $21.0BQ1 2022: $23.8BQ2 2022: $24.1BQ3 2022: $24.9BQ4 2022: $26.2BQ1 2023: $29.4BQ2 2023: $29.4BQ3 2023: $23.5BQ4 2023: $21.8BQ1 2024: $22.8BQ2 2024: $21.6BQ3 2024: $23.6BQ4 2024: $20.6BQ1 2025: $21.0BQ2 2025: $21.3BQ3 2025: $23.7BQ4 2025: $23.2BQ1 2026: $25.9BQ2 2026: $22.8B
Institutions holding HSY and their total value by quarter
QuarterHoldersValue
Q2 20261,417$22.8B
Q1 20261,480$25.9B
Q4 20251,415$23.2B
Q3 20251,360$23.7B
Q2 20251,314$21.3B
Q1 20251,348$21.0B
Q4 20241,349$20.6B
Q3 20241,400$23.6B
Q2 20241,384$21.6B
Q1 20241,362$22.8B
Q4 20231,352$21.8B
Q3 20231,301$23.5B
Q2 20231,357$29.4B
Q1 20231,337$29.4B
Q4 20221,294$26.2B
Q3 20221,228$24.9B
Q2 20221,212$24.1B
Q1 20221,191$23.8B
Q4 20211,138$21.0B
Q3 20211,040$18.6B
Q2 20211,040$19.0B
Q1 20211,007$17.3B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q3 2021.

Institutions holding HSY in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Personal Financial Services150$29.0K0.01%00.0%Unchanged
Financial Avengers, Inc.148$29.0K0.02%+1+0.7%Added
Alaethes Wealth LLC150$29.0K0.02%00.0%Unchanged
Northern Oak Wealth Management Inc155$30.0K0.00%+55+55.0%Added
FSB Premier Wealth Management, Inc.163$31.0K0.01%+163New
Retirement Planning Co of New England, Inc.162$31.0K0.02%+162New
Addison Advisors LLC159$31.0K0.02%+159New
Gemmer Asset Management LLC168$33.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc173$33.0K0.00%+58+50.4%Added
High Net Worth Advisory Group LLC170$33.0K0.01%+170New
Creative Financial Designs Inc175$34.0K0.01%−117−40.1%Reduced
Farmers & Merchants Investments Inc178$34.0K0.00%−4−2.2%Reduced
American Research & Management Co.175$34.0K0.01%00.0%Unchanged
Twin Tree Management, LP184$36.0K0.00%−3,622−95.2%Reduced
State of Wyoming190$37.0K0.02%−23−10.8%Reduced
Prestige Wealth Management Group LLC202$39.0K0.01%−11−5.2%Reduced
Reilly Financial Advisors, LLC200$39.0K0.00%00.0%Unchanged
Cordasco Financial Network209$41.0K0.03%00.0%Unchanged
Penserra Capital Management LLC222$42.0K0.00%−6−2.6%Reduced
Henrickson Nauta Wealth Advisors, Inc.208$42.0K0.03%+208New
Global Wealth Management Investment Advisory, Inc.225$43.0K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC229$44.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc225$44.0K0.01%+23+11.4%Added
Evoke Wealth, LLC235$45.0K0.00%+2+0.9%Added
Massmutual Trust Co FSB233$45.0K0.00%+7+3.1%Added
Column Capital Advisors, LLC245$47.0K0.01%+1+0.4%Added
Ford Financial Group, LLC245$47.0K0.02%+245New
AlphaMark Advisors, LLC250$48.0K0.02%00.0%Unchanged
Quent Capital, LLC246$48.0K0.01%+246New
North Star Investment Management Corp.256$49.0K0.00%00.0%Unchanged
Benjamin Edwards Inc253$49.0K0.02%+253New
Capstone Investment Advisors, LLC261$50.0K0.00%−11,546−97.8%Reduced
Center for Financial Planning, Inc.264$51.0K0.01%00.0%Unchanged
CoreFirst Bank & Trust270$52.0K0.03%00.0%Unchanged
Baystate Wealth Management LLC286$55.0K0.00%+1+0.4%Added
Covington Capital Management292$56.0K0.00%00.0%Unchanged
Amplius Wealth Advisors, LLC296$57.0K0.01%+296New
Rosenberg Matthew Hamilton300$58.0K0.02%00.0%Unchanged
Brewin Dolphin Wealth Management Ltd300$58.0K0.01%00.0%Unchanged
Motco305$59.0K0.00%+15+5.2%Added
Wagner Wealth Management, LLC309$60.0K0.05%+1+0.3%Added
Rather & Kittrell, Inc.318$61.0K0.05%+318New
Plante Moran Financial Advisors, LLC323$62.0K0.01%−34−9.5%Reduced
Seldon Capital LP318$62.0K0.04%+318New
Castleview Partners, LLC12,382$64.0K0.00%+12,382New
Richwood Investment Advisors, LLC330$64.0K0.06%+330New
Delta Asset Management LLC335$65.0K0.01%00.0%Unchanged
TCTC Holdings, LLC342$66.0K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC339$66.0K0.01%00.0%Unchanged
Barrett Asset Management, LLC348$67.0K0.00%+3+0.9%Added
Gleason Group, Inc.362$70.0K0.02%+2+0.6%Added
Evolution Advisers, Inc.369$71.0K0.05%+369New
Sterling Investment Advisors, Ltd.400$77.0K0.02%00.0%Unchanged
Twin Lakes Capital Management, LLC400$77.0K0.04%00.0%Unchanged
Estabrook Capital Management400$77.4K0.01%00.0%Unchanged
Altshuler Shaham Ltd401$78.0K0.00%−3,334−89.3%Reduced
Dividend Assets Capital, LLC410$79.0K0.01%00.0%Unchanged
RWM Asset Management, LLC409$79.0K0.02%+74+22.1%Added
RE Advisers Corp449$87.0K0.00%+107+31.3%Added
Stephens Consulting, LLC457$88.4K0.07%+457New
Covestor Ltd461$89.0K0.12%+461New
Versant Capital Management, Inc464$90.0K0.03%00.0%Unchanged
Dark Forest Capital Management LP485$94.0K0.03%+485New
Harvest Fund Management Co., Ltd504$96.0K0.02%00.0%Unchanged
Ancora Advisors, LLC500$97.0K0.00%00.0%Unchanged
Tobam503$97.0K0.00%00.0%Unchanged
Anchor Investment Management, LLC518$100.2K0.01%00.0%Unchanged
Princeton Global Asset Management LLC542$105.0K0.03%00.0%Unchanged
PFG Private Wealth Management, LLC544$105.0K0.05%+79+17.0%Added
Tyler-Stone Wealth Management550$106.0K0.06%+550New
Baldrige Asset Management LLC555$107.0K0.04%00.0%Unchanged
Rockbridge Investment Management, LCC560$108.0K0.02%00.0%Unchanged
AGF Investments LLC572$111.0K0.01%−117−17.0%Reduced
Patriot Financial Group Insurance Agency, LLC573$111.0K0.02%+1+0.2%Added
Clearview Wealth Advisors LLC577$112.0K0.07%+113+24.4%Added
Blackhill Capital Inc600$116.0K0.01%00.0%Unchanged
Key Financial Inc608$118.0K0.06%00.0%Unchanged
Johnson Financial Group, Inc.618$120.0K0.01%00.0%Unchanged
Peoples Financial Services Corp.629$122.0K0.05%00.0%Unchanged
IFP Advisors, Inc616$122.0K0.00%+8+1.3%Added
Edmond de Rothschild Holding S.A.635$123.0K0.00%−320−33.5%Reduced
Clearstead Advisors, LLC634$123.0K0.01%+14+2.3%Added
Tilia Fiduciary Partners, Inc.637$123.0K0.10%+637New
Independence Bank of Kentucky640$124.0K0.05%+25+4.1%Added
TD Ameritrade Investment Management, LLC650$126.0K0.00%+281+76.2%Added
Dixon Hughes Goodman Wealth Advisors LLC653$126.0K0.04%+653New
Trustcore Financial Services, LLC670$130.0K0.01%00.0%Unchanged
Private Capital Group, LLC678$131.0K0.03%−91−11.8%Reduced
Bank Julius Baer & Co. Ltd, Zurich681$132.0K0.00%−660−49.2%Reduced
Salem Investment Counselors Inc686$133.0K0.00%+41+6.4%Added
JFS Wealth Advisors, LLC722$140.0K0.01%+50+7.4%Added
Benjamin F. Edwards & Company, Inc.741$143.0K0.01%+12+1.6%Added
Bellevue Asset Management, LLC750$145.0K0.09%00.0%Unchanged
Infusive Asset Management Inc.756$146.0K0.05%−52−6.4%Reduced
Atlantic Trust, LLC760$147.0K0.09%00.0%Unchanged
FourThought Financial, LLC765$148.0K0.02%−7−0.9%Reduced
Psagot Value Holdings Ltd. / (Israel)789$153.0K0.03%+789New
Kistler-Tiffany Companies, LLC800$155.0K0.03%00.0%Unchanged
MV Capital Management, Inc.799$155.0K0.02%+10+1.3%Added
Brewin Dolphin Ltd800$155.0K0.01%+800New