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 |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 4,335 | $839.0K | 0.05% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 4,356 | $843.0K | 0.24% | +573+15.1% | Added |
| Allegheny Financial Group LTD | 4,395 | $850.0K | 0.34% | +6+0.1% | Added |
| Stock Yards Bank & Trust Co | 4,423 | $856.0K | 0.04% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 4,422 | $856.0K | 0.17% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 4,434 | $858.0K | 0.32% | +157+3.7% | Added |
| Pathstone Family Office, LLC | 4,454 | $863.0K | 0.02% | +172+4.0% | Added |
| Horizon Investments, LLC | 4,496 | $870.0K | 0.03% | +266+6.3% | Added |
| Heritage Trust Co | 4,559 | $882.0K | 0.11% | −54−1.2% | Reduced |
| Money Concepts Capital Corp | 4,644 | $898.0K | 0.08% | +4,644 | New |
| Savant Capital, LLC | 4,674 | $904.0K | 0.03% | +87+1.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,705 | $910.0K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,739 | $916.0K | 0.26% | 00.0% | Unchanged |
| Twin Capital Management Inc | 4,740 | $917.0K | 0.09% | +110+2.4% | Added |
| Veriti Management LLC | 4,764 | $922.0K | 0.12% | −43−0.9% | Reduced |
| Intrust Bank NA | 4,764 | $922.0K | 0.11% | +176+3.8% | Added |
| Parallel Advisors, LLC | 4,797 | $928.0K | 0.03% | −382−7.4% | Reduced |
| Meyer Handelman Co | 4,800 | $929.0K | 0.03% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 4,800 | $929.0K | 0.23% | +2,400+100.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,863 | $941.0K | 0.06% | +4,863 | New |
| People's United Financial, Inc. | 4,884 | $945.0K | 0.02% | −2,375−32.7% | Reduced |
| Stephens Inc | 4,894 | $947.0K | 0.01% | +1,239+33.9% | Added |
| TrimTabs Asset Management, LLC | 4,914 | $950.0K | 0.47% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 4,917 | $951.0K | 0.02% | −171−3.4% | Reduced |
| Cypress Capital Management LLC | 4,930 | $954.0K | 0.11% | −70−1.4% | Reduced |
| Busey Wealth Management | 4,931 | $954.0K | 0.04% | −33−0.7% | Reduced |
| Bradley Foster & Sargent Inc | 4,969 | $961.0K | 0.02% | +218+4.6% | Added |
| First National Trust Co | 4,978 | $963.0K | 0.05% | −884−15.1% | Reduced |
| Suncoast Equity Management | 4,990 | $965.0K | 0.12% | +134+2.8% | Added |
| Chilton Capital Management LLC | 5,000 | $967.0K | 0.05% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 5,000 | $967.0K | 0.07% | +5,000 | New |
| Oxler Private Wealth LLC | 5,024 | $972.0K | 0.40% | +24+0.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,058 | $979.0K | 0.05% | −237−4.5% | Reduced |
| Csenge Advisory Group | 5,659 | $983.0K | 0.09% | −650−10.3% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $987.0K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,162 | $988.0K | 0.01% | +1,115+27.6% | Added |
| Engineers Gate Manager LP | 5,205 | $1.01M | 0.05% | −4,552−46.7% | Reduced |
| Great Valley Advisor Group, Inc. | 5,240 | $1.01M | 0.06% | +10.0% | Added |
| Wendell David Associates Inc | 5,320 | $1.03M | 0.10% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,325 | $1.03M | 0.04% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 5,337 | $1.03M | 0.03% | −2,442−31.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,406 | $1.05M | 0.05% | +2,670+97.6% | Added |
| Davenport & Co LLC | 5,451 | $1.05M | 0.01% | −47−0.9% | Reduced |
| Cornercap Investment Counsel Inc | 5,461 | $1.06M | 0.15% | +5,461 | New |
| CIBC World Markets Corp | 5,578 | $1.08M | 0.01% | −3,016−35.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.08M | 0.00% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 5,600 | $1.08M | 0.06% | 00.0% | Unchanged |
| Gratus Capital LLC | 5,645 | $1.09M | 0.10% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 5,642 | $1.09M | 0.40% | +841+17.5% | Added |
| Wetherby Asset Management Inc | 5,659 | $1.09M | 0.06% | +52+0.9% | Added |
| Quantitative Investment Management, LLC | 5,702 | $1.10M | 0.15% | +5,702 | New |
| Manhattan West Asset Management, LLC | 5,753 | $1.11M | 0.67% | +5,753 | New |
| Advisor Partners LLC | 5,798 | $1.12M | 0.07% | +61+1.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,900 | $1.13M | 0.02% | +5,900 | New |
| Diversified Trust Co | 5,853 | $1.13M | 0.04% | +996+20.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,858 | $1.13M | 0.07% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 5,880 | $1.14M | 0.15% | +3+0.1% | Added |
| Jackson Creek Investment Advisors LLC | 5,891 | $1.14M | 0.41% | −96−1.6% | Reduced |
| JustInvest LLC | 5,921 | $1.15M | 0.07% | +1,948+49.0% | Added |
| Texas Yale Capital Corp. | 5,935 | $1.15M | 0.06% | 00.0% | Unchanged |
| Philadelphia Trust Co | 5,954 | $1.15M | 0.08% | 00.0% | Unchanged |
| Haverford Trust Co | 5,972 | $1.16M | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,971 | $1.16M | 0.02% | +948+18.9% | Added |
| Lipe & Dalton | 5,983 | $1.16M | 0.55% | −100−1.6% | Reduced |
| Tempus Wealth Planning, LLC | 6,005 | $1.16M | 0.63% | +40+0.7% | Added |
| Intelligent Financial Strategies | 6,005 | $1.16M | 1.05% | +6,005 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 5,912 | $1.16M | 0.19% | +558+10.4% | Added |
| 44 Wealth Management LLC | 6,018 | $1.16M | 0.40% | −151−2.4% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 6,025 | $1.17M | 0.80% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 6,051 | $1.17M | 1.02% | +6,051 | New |
| Aureus Asset Management, LLC | 6,075 | $1.18M | 0.07% | −6,700−52.4% | Reduced |
| Caxton Associates LP | 6,120 | $1.18M | 0.15% | +4,384+252.5% | Added |
| Veritable, L.P. | 6,149 | $1.19M | 0.02% | −186−2.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,179 | $1.19M | 0.01% | +2,535+69.6% | Added |
| Bellecapital International Ltd. | 6,194 | $1.20M | 0.34% | −735−10.6% | Reduced |
| STRS Ohio | 6,407 | $1.24M | 0.00% | −76−1.2% | Reduced |
| Brookstone Capital Management | 6,350 | $1.24M | 0.02% | +924+17.0% | Added |
| Echo Street Capital Management LLC | 6,463 | $1.25M | 0.01% | −3,449−34.8% | Reduced |
| Allen Investment Management LLC | 6,520 | $1.26M | 0.02% | +4,000+158.7% | Added |
| Axxcess Wealth Management, LLC | 6,567 | $1.27M | 0.10% | +6,567 | New |
| Beacon Pointe Advisors, LLC | 6,683 | $1.29M | 0.03% | −625−8.6% | Reduced |
| E. Ohman J:or Asset Management AB | 6,700 | $1.30M | 0.04% | +900+15.5% | Added |
| Scotia Capital Inc. | 6,706 | $1.30M | 0.01% | +18+0.3% | Added |
| Marshall Wace, LLP | 6,715 | $1.30M | 0.00% | +6,715 | New |
| RB Capital Management, LLC | 6,727 | $1.30M | 0.41% | +19+0.3% | Added |
| AdvisorShares Investments LLC | 6,789 | $1.31M | 0.16% | −251−3.6% | Reduced |
| Ropes Wealth Advisors LLC | 6,784 | $1.31M | 0.23% | −175−2.5% | Reduced |
| Stegent Equity Advisors, Inc. | 6,779 | $1.31M | 1.07% | +6,779 | New |
| Summit Financial Group Inc | 6,825 | $1.32M | 0.43% | 00.0% | Unchanged |
| SRN Advisors, LLC | 6,832 | $1.32M | 0.47% | +6,832 | New |
| Mastrapasqua Asset Management Inc | 6,840 | $1.32M | 0.13% | +890+15.0% | Added |
| London Co of Virginia | 6,862 | $1.33M | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 6,974 | $1.35M | 0.02% | +1,124+19.2% | Added |
| RKL Wealth Management LLC | 6,992 | $1.35M | 0.16% | −87−1.2% | Reduced |
| Unigestion Holding SA | 7,072 | $1.37M | 0.06% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7,083 | $1.37M | 0.09% | +7,083 | New |
| Smith, Moore & Co. | 7,118 | $1.38M | 0.19% | −100−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,131 | $1.38M | 0.03% | −169−2.3% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 7,154 | $1.38M | 0.93% | +100+1.4% | Added |
| Alerus Financial NA | 7,360 | $1.42M | 0.12% | +164+2.3% | Added |