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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Econ Financial Services Corp | 814 | $157.0K | 0.12% | +814 | New |
| Newfound Research LLC | 825 | $160.0K | 0.19% | +158+23.7% | Added |
| LeJeune Puetz Investment Counsel LLC | 860 | $166.0K | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 901 | $174.0K | 0.03% | +901 | New |
| Hanson & Doremus Investment Management | 911 | $176.0K | 0.04% | +1+0.1% | Added |
| Lowe Wealth Advisors, LLC | 929 | $180.0K | 0.08% | +34+3.8% | Added |
| Quadrant Capital Group LLC | 951 | $184.0K | 0.02% | +12+1.3% | Added |
| Sage Financial Group Inc | 965 | $187.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 987 | $191.0K | 0.02% | +187+23.4% | Added |
| TCI Wealth Advisors, Inc. | 994 | $192.0K | 0.03% | +1+0.1% | Added |
| Crescent Capital Consulting, LLC | 1,000 | $193.0K | 0.03% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 1,020 | $197.0K | 0.09% | +1,020 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,034 | $200.0K | 0.10% | +934+934.0% | Added |
| River Wealth Advisors LLC | 1,033 | $200.0K | 0.03% | +1,033 | New |
| Allworth Financial LP | 1,041 | $201.0K | 0.00% | +4+0.4% | Added |
| Belpointe Asset Management LLC | 1,043 | $202.0K | 0.01% | +25+2.5% | Added |
| Checchi Capital Advisers, LLC | 1,045 | $202.0K | 0.02% | +1,045 | New |
| Range Financial Group LLC | 1,045 | $202.0K | 0.13% | +1,045 | New |
| Edgemoor Investment Advisors, Inc. | 1,050 | $203.0K | 0.02% | +1,050 | New |
| Kidder Stephen W | 1,050 | $203.0K | 0.06% | +1,050 | New |
| Grace Capital | 1,050 | $203.0K | 0.12% | +1,050 | New |
| YHB Investment Advisors, Inc. | 1,050 | $203.0K | 0.02% | +1,050 | New |
| New Millennium Group LLC | 1,051 | $203.0K | 0.15% | +1,051 | New |
| Bridge Creek Capital Management LLC | 1,060 | $205.0K | 0.07% | +1,060 | New |
| Radnor Capital Management, LLC | 1,077 | $208.0K | 0.05% | +1,077 | New |
| Freestone Capital Holdings, LLC | 1,082 | $209.0K | 0.01% | +1,082 | New |
| CPWM, LLC | 1,245 | $211.0K | 0.02% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 1,090 | $211.0K | 0.03% | +1,090 | New |
| St Germain D J Co Inc | 1,095 | $212.0K | 0.01% | +1,095 | New |
| W Advisors, LLC | 1,096 | $212.0K | 0.16% | +1,096 | New |
| Clean Yield Group | 1,100 | $213.0K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,100 | $213.0K | 0.14% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 1,100 | $213.0K | 0.07% | +1,100 | New |
| Towercrest Capital Management | 1,100 | $213.0K | 0.04% | +1,100 | New |
| Integrated Advisors Network LLC | 1,100 | $213.0K | 0.01% | +1,100 | New |
| Rehmann Capital Advisory Group | 1,103 | $213.5K | 0.02% | +1,103 | New |
| Vicus Capital | 1,076 | $214.0K | 0.02% | +1,076 | New |
| Washington Trust Bank | 1,114 | $215.0K | 0.02% | +1,114 | New |
| Tokio Marine Asset Management Co Ltd | 1,112 | $215.0K | 0.02% | +1,112 | New |
| Taylor Hoffman Wealth Management | 1,111 | $215.0K | 0.08% | +1,111 | New |
| Vantage Consulting Group Inc | 1,112 | $215.0K | 0.06% | +1,112 | New |
| Syntax Advisors, LLC | 1,112 | $215.0K | 0.16% | +1,112 | New |
| Bogart Wealth, LLC | 1,115 | $216.0K | 0.02% | +4+0.4% | Added |
| HB Wealth Management, LLC | 1,115 | $216.0K | 0.00% | +1,115 | New |
| Front Barnett Associates LLC | 1,124 | $217.0K | 0.02% | +1,124 | New |
| Zullo Investment Group, Inc. | 1,127 | $218.0K | 0.11% | +1,127 | New |
| Alaska Permanent Fund Corp | 1,119 | $220.0K | 0.00% | +1,119 | New |
| Wintrust Investments LLC | 1,143 | $221.0K | 0.02% | +1,143 | New |
| WFA of San Diego, LLC | 1,144 | $221.0K | 0.13% | +1,144 | New |
| CFM Wealth Partners LLC | 1,148 | $222.0K | 0.05% | +1,148 | New |
| Coldstream Capital Management Inc | 1,153 | $223.0K | 0.01% | +1,153 | New |
| Parsec Financial Management, Inc. | 1,155 | $223.0K | 0.01% | +1,155 | New |
| First City Capital Management, Inc. | 1,100 | $223.0K | 0.13% | +1,100 | New |
| Leonteq Securities AG | 1,161 | $224.6K | 0.01% | +238+25.8% | Added |
| Hudson Valley Investment Advisors Inc | 1,164 | $225.0K | 0.04% | +1,164 | New |
| Quadrant Private Wealth Management, LLC | 1,164 | $225.0K | 0.08% | +1,164 | New |
| Prime Capital Investment Advisors, LLC | 1,164 | $225.0K | 0.01% | +1,164 | New |
| FORA Capital, LLC | 1,180 | $228.0K | 0.09% | +1,180 | New |
| First Citizens Financial Corp | 1,179 | $228.0K | 0.17% | +1,179 | New |
| Boston Financial Mangement LLC | 1,183 | $229.0K | 0.01% | −1,599−57.5% | Reduced |
| Virtu Financial LLC | 1,191 | $230.0K | 0.02% | −3,303−73.5% | Reduced |
| MTM Investment Management, LLC | 1,189 | $230.0K | 0.11% | +6+0.5% | Added |
| Neville Rodie & Shaw Inc | 1,200 | $232.0K | 0.02% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 1,200 | $232.0K | 0.10% | 00.0% | Unchanged |
| Balentine LLC | 1,203 | $233.0K | 0.01% | +1,203 | New |
| International Assets Investment Management, LLC | 1,206 | $233.0K | 0.04% | +1,206 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,210 | $234.0K | 0.08% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,216 | $235.0K | 0.01% | +1,216 | New |
| Stokes Family Office, LLC | 1,214 | $235.0K | 0.03% | +1,214 | New |
| Verdence Capital Advisors LLC | 1,220 | $236.0K | 0.03% | +7+0.6% | Added |
| Lewis Capital Management, LLC | 1,220 | $236.0K | 0.25% | +1,220 | New |
| AIA Group Ltd | 1,229 | $238.0K | 0.01% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 1,230 | $238.0K | 0.16% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 1,235 | $239.0K | 0.13% | +6+0.5% | Added |
| 6 Meridian | 1,236 | $239.0K | 0.02% | +8+0.7% | Added |
| Harbor Investment Advisory, LLC | 1,245 | $241.0K | 0.03% | −35−2.7% | Reduced |
| Wedbush Securities Inc | 1,246 | $241.0K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,244 | $241.0K | 0.02% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 1,250 | $242.0K | 0.09% | −16−1.3% | Reduced |
| Select Asset Management & Trust | 1,250 | $242.0K | 0.16% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,261 | $243.0K | 0.02% | +1,261 | New |
| Aptus Capital Advisors, LLC | 1,256 | $243.0K | 0.01% | +1,256 | New |
| Aspireon Wealth Advisors | 1,260 | $244.0K | 0.12% | 00.0% | Unchanged |
| NTV Asset Management LLC | 1,266 | $245.0K | 0.04% | +3+0.2% | Added |
| Capital Financial Planning, LLC | 1,272 | $246.0K | 0.08% | +1+0.1% | Added |
| Graham Capital Management, L.P. | 1,273 | $246.0K | 0.01% | +1,273 | New |
| Beaumont Financial Partners, LLC | 1,287 | $249.0K | 0.02% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,287 | $249.0K | 0.04% | +6+0.5% | Added |
| WealthShield Partners, LLC | 1,286 | $249.0K | 0.04% | +1,286 | New |
| TRUE Private Wealth Advisors | 1,299 | $251.0K | 0.04% | −196−13.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,295 | $251.0K | 0.04% | +10+0.8% | Added |
| Relyea Zuckerberg Hanson LLC | 1,255 | $251.0K | 0.09% | +7+0.6% | Added |
| Equitable Trust Co | 1,300 | $252.0K | 0.02% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,300 | $252.0K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,309 | $253.0K | 0.02% | −901−40.8% | Reduced |
| Integrated Wealth Concepts LLC | 1,309 | $253.0K | 0.01% | +2+0.2% | Added |
| Kornitzer Capital Management Inc | 1,315 | $254.0K | 0.00% | −300−18.6% | Reduced |
| Group One Trading, L.P. | 1,313 | $254.0K | 0.00% | +1,313 | New |
| Weil Company, Inc. | 1,316 | $255.0K | 0.12% | +6+0.5% | Added |
| Brown Brothers Harriman & Co | 1,327 | $257.0K | 0.00% | +122+10.1% | Added |