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, 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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 2,802 | $542.0K | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 2,810 | $543.0K | 0.02% | −45−1.6% | Reduced |
| GWM Advisors LLC | 2,825 | $546.0K | 0.01% | +2,825 | New |
| Symmetry Partners, LLC | 2,825 | $547.0K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,830 | $548.0K | 0.04% | 00.0% | Unchanged |
| Hardman Johnston Global Advisors LLC | 2,900 | $561.0K | 0.02% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,912 | $563.0K | 0.45% | +2,912 | New |
| Centaurus Financial, Inc. | 3,000 | $580.0K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,000 | $580.0K | 0.05% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,002 | $581.0K | 0.04% | −282−8.6% | Reduced |
| Hilltop Holdings Inc. | 3,009 | $582.0K | 0.06% | +169+6.0% | Added |
| Clear Street Markets LLC | 3,015 | $583.0K | 0.05% | +1,615+115.4% | Added |
| Univest Financial Corp | 3,027 | $586.0K | 0.15% | +400+15.2% | Added |
| Valeo Financial Advisors, LLC | 3,049 | $590.0K | 0.03% | −11−0.4% | Reduced |
| Bell Rock Capital LLC | 3,050 | $594.0K | 0.44% | +3,050 | New |
| Verition Fund Management LLC | 3,078 | $596.0K | 0.01% | −5,652−64.7% | Reduced |
| Trust Co of Toledo NA | 3,083 | $596.0K | 0.09% | −3−0.1% | Reduced |
| Waters Parkerson & Co., LLC | 3,083 | $596.0K | 0.03% | +20+0.7% | Added |
| Proequities, Inc. | 3,081 | $596.0K | 0.03% | +360+13.2% | Added |
| Kestra Private Wealth Services, LLC | 3,079 | $596.0K | 0.03% | +815+36.0% | Added |
| Woodstock Corp | 3,095 | $599.0K | 0.06% | −50−1.6% | Reduced |
| Prio Wealth Limited Partnership | 3,100 | $600.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 3,120 | $604.0K | 0.01% | −429−12.1% | Reduced |
| HM Payson & Co | 3,125 | $605.0K | 0.01% | −160−4.9% | Reduced |
| Caldwell Trust Co | 3,135 | $606.5K | 0.07% | −400−11.3% | Reduced |
| Trust Co of Virginia | 3,150 | $609.0K | 0.06% | 00.0% | Unchanged |
| Old National Bancorp | 3,173 | $614.0K | 0.02% | −33−1.0% | Reduced |
| Independent Wealth Network Inc. | 3,186 | $616.0K | 0.38% | +49+1.6% | Added |
| Patriot Investment Management Inc. | 3,190 | $617.0K | 0.05% | +25+0.8% | Added |
| BerganKDV Wealth Management, LLC | 3,189 | $617.0K | 0.06% | +154+5.1% | Added |
| Valley Brook Capital Group | 3,211 | $621.0K | 0.54% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,213 | $622.0K | 0.04% | +298+10.2% | Added |
| Cigna Investments Inc | 3,286 | $635.0K | 0.05% | −1,208−26.9% | Reduced |
| First Hawaiian Bank | 3,280 | $635.0K | 0.02% | −190−5.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,284 | $635.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,315 | $641.3K | 0.02% | +1,295+64.1% | Added |
| Lincoln Capital LLC | 3,317 | $642.0K | 0.16% | −46−1.4% | Reduced |
| America First Investment Advisors, LLC | 3,327 | $644.0K | 0.18% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,371 | $652.0K | 0.00% | +123+3.8% | Added |
| SPC Financial, Inc. | 3,375 | $653.0K | 0.07% | +200+6.3% | Added |
| Dowling & Yahnke LLC | 3,402 | $658.0K | 0.03% | −35−1.0% | Reduced |
| Weatherly Asset Management L. P. | 3,420 | $662.0K | 0.07% | −200−5.5% | Reduced |
| Ade, LLC | 3,420 | $662.0K | 0.56% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 3,425 | $663.0K | 0.15% | −540−13.6% | Reduced |
| Stratos Wealth Partners, LTD. | 3,452 | $668.0K | 0.01% | −518−13.0% | Reduced |
| Brinker Capital Investments, LLC | 3,462 | $670.0K | 0.01% | +1,441+71.3% | Added |
| AE Wealth Management LLC | 3,477 | $673.0K | 0.00% | −27−0.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,514 | $680.0K | 0.13% | +2+0.1% | Added |
| West Family Investments, Inc. | 3,520 | $681.0K | 0.19% | −253−6.7% | Reduced |
| Pinnacle Financial Partners Inc | 3,520 | $681.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,574 | $691.0K | 0.03% | −13−0.4% | Reduced |
| Farmers Trust Co | 3,589 | $694.0K | 0.14% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,632 | $703.0K | 0.03% | +133+3.8% | Added |
| Wescott Financial Advisory Group, LLC | 3,643 | $705.0K | 0.36% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,650 | $706.0K | 0.08% | +10.0% | Added |
| Domani Wealth, LLC | 3,654 | $707.0K | 0.14% | −550−13.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,654 | $707.0K | 0.01% | −440−10.7% | Reduced |
| Modera Wealth Management, LLC | 3,691 | $714.0K | 0.03% | +41+1.1% | Added |
| Bridges Investment Management Inc | 3,705 | $716.0K | 0.02% | +194+5.5% | Added |
| Jacobi Capital Management LLC | 3,716 | $719.0K | 0.09% | +11+0.3% | Added |
| L2 Asset Management, LLC | 3,714 | $719.0K | 0.50% | +3,714 | New |
| Bartlett & Co. LLC | 3,743 | $724.0K | 0.01% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 3,741 | $724.0K | 0.41% | +3,741 | New |
| Bartlett & Co. Wealth Management LLC | 3,743 | $724.2K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 3,775 | $730.0K | 0.13% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 3,779 | $731.0K | 0.41% | +122+3.3% | Added |
| Insight Advisors, LLC | 3,787 | $733.0K | 0.22% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 3,800 | $735.0K | 0.17% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,820 | $739.0K | 0.07% | +38+1.0% | Added |
| Laurel Wealth Advisors, Inc. | 3,885 | $752.0K | 0.06% | +3,885 | New |
| First Command Bank | 4,467 | $756.0K | 0.13% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 3,922 | $759.0K | 0.12% | +10.0% | Added |
| Trail Ridge Investment Advisors, LLC | 3,923 | $759.0K | 0.46% | +3,923 | New |
| Valley Forge Investment Consultants Inc Adv | 3,968 | $768.0K | 0.34% | −15−0.4% | Reduced |
| Diligent Investors, LLC | 3,977 | $769.0K | 0.22% | −200−4.8% | Reduced |
| Marquette Asset Management, LLC | 4,000 | $774.0K | 0.16% | 00.0% | Unchanged |
| Gifford Fong Associates | 4,000 | $774.0K | 0.14% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $774.0K | 0.18% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,013 | $776.0K | 0.01% | +519+14.9% | Added |
| Formidable Asset Management, LLC | 4,016 | $781.0K | 0.15% | −12−0.3% | Reduced |
| Gyon Technologies Capital Management, LP | 4,064 | $786.0K | 0.15% | −6,025−59.7% | Reduced |
| Avidian Wealth Solutions, LLC | 4,066 | $787.0K | 0.05% | +32+0.8% | Added |
| Jones Financial Companies LLLP | 4,066 | $787.0K | 0.00% | +3,600+772.5% | Added |
| Somerville Kurt F | 4,100 | $793.0K | 0.11% | −300−6.8% | Reduced |
| Erste Asset Management GmbH | 4,156 | $793.9K | 0.01% | +115+2.8% | Added |
| Welch & Forbes LLC | 4,114 | $796.0K | 0.01% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 4,114 | $796.0K | 0.06% | 00.0% | Unchanged |
| Smith, Salley & Associates | 4,119 | $797.0K | 0.06% | +227+5.8% | Added |
| Fernwood Investment Management, LLC | 4,125 | $798.0K | 0.26% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 4,137 | $800.0K | 0.12% | −330−7.4% | Reduced |
| Private Trust Co NA | 4,135 | $800.0K | 0.11% | −108−2.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,138 | $801.0K | 0.33% | +2,038+97.0% | Added |
| Nomura Holdings Inc | 4,144 | $802.0K | 0.00% | −2,620−38.7% | Reduced |
| Kestra Advisory Services, LLC | 4,149 | $803.0K | 0.01% | −719−14.8% | Reduced |
| First Midwest Bank Trust Division | 4,202 | $813.0K | 0.10% | −175−4.0% | Reduced |
| Ingalls & Snyder LLC | 4,210 | $815.0K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,261 | $824.0K | 0.02% | −271−6.0% | Reduced |
| Swarthmore Group Inc | 4,279 | $828.0K | 0.20% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 4,300 | $832.0K | 0.75% | +4,300 | New |
| Harvey Investment Co LLC | 4,307 | $833.0K | 0.10% | 00.0% | Unchanged |