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 |
|---|---|---|---|---|---|
| Lafayette Investments, Inc. | 7,467 | $1.45M | 0.36% | +7+0.1% | Added |
| Clearbridge Investments, LLC | 7,510 | $1.45M | 0.00% | +1,000+15.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,523 | $1.46M | 0.01% | +7,523 | New |
| Peterson Wealth Management | 7,529 | $1.46M | 0.97% | +208+2.8% | Added |
| Moors & Cabot, Inc. | 7,555 | $1.46M | 0.09% | −40−0.5% | Reduced |
| Hendley & Co Inc | 7,562 | $1.46M | 0.48% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7,570 | $1.47M | 0.02% | −942−11.1% | Reduced |
| Roundview Capital LLC | 7,574 | $1.47M | 0.15% | 00.0% | Unchanged |
| Sigma Planning Corp | 7,630 | $1.48M | 0.04% | +1,241+19.4% | Added |
| American National Bank | 7,653 | $1.48M | 0.29% | −152−1.9% | Reduced |
| Qtron Investments LLC | 7,662 | $1.48M | 0.33% | +1,956+34.3% | Added |
| Huntington National Bank | 7,723 | $1.49M | 0.01% | +993+14.8% | Added |
| Zurich Insurance Group Ltd | 7,800 | $1.51M | 0.02% | 00.0% | Unchanged |
| SRB Corp | 7,804 | $1.51M | 0.08% | −1,786−18.6% | Reduced |
| Knowledge Leaders Capital, LLC | 7,905 | $1.53M | 1.12% | +765+10.7% | Added |
| Pacer Advisors, Inc. | 7,942 | $1.54M | 0.02% | −25,606−76.3% | Reduced |
| Cetera Investment Advisers | 7,957 | $1.54M | 0.02% | +225+2.9% | Added |
| Tower Bridge Advisors | 8,000 | $1.55M | 0.10% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,001 | $1.55M | 0.01% | +20.0% | Added |
| J.P. Marvel Investment Advisors, LLC | 8,000 | $1.55M | 0.30% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 8,220 | $1.59M | 0.18% | −43−0.5% | Reduced |
| Hutner Capital Management Inc | 8,376 | $1.62M | 0.95% | +5+0.1% | Added |
| Azimuth Capital Management LLC | 8,450 | $1.64M | 0.07% | −500−5.6% | Reduced |
| Daiwa Securities Group Inc. | 8,466 | $1.64M | 0.01% | +212+2.6% | Added |
| Wealthquest Corp | 8,500 | $1.64M | 0.25% | 00.0% | Unchanged |
| LCNB Corp | 8,570 | $1.66M | 0.76% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,655 | $1.67M | 0.01% | +855+11.0% | Added |
| OPSEU Pension Plan Trust Fund | 8,634 | $1.68M | 0.38% | +99+1.2% | Added |
| Westhampton Capital, LLC | 8,707 | $1.69M | 1.03% | −50−0.6% | Reduced |
| Burns J W & Co Inc | 8,722 | $1.69M | 0.24% | −200−2.2% | Reduced |
| Kentucky Retirement Systems | 8,723 | $1.69M | 0.07% | +261+3.1% | Added |
| Fort, L.P. | 8,731 | $1.69M | 0.55% | −619−6.6% | Reduced |
| New Mexico Educational Retirement Board | 8,878 | $1.72M | 0.06% | −700−7.3% | Reduced |
| Gouws Capital LLC | 8,880 | $1.72M | 1.39% | +8,880 | New |
| Gofen & Glossberg LLC | 8,946 | $1.73M | 0.04% | −13−0.1% | Reduced |
| National Bank of Canada | 9,011 | $1.75M | 0.01% | +9,011 | New |
| Louisiana State Employees Retirement System | 9,100 | $1.76M | 0.04% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 9,100 | $1.76M | 0.18% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 9,159 | $1.77M | 0.03% | −257−2.7% | Reduced |
| ICW Investment Advisors LLC | 9,247 | $1.79M | 1.00% | +283+3.2% | Added |
| Private Advisor Group, LLC | 9,312 | $1.80M | 0.01% | −1,069−10.3% | Reduced |
| Campbell Newman Asset Management Inc | 9,400 | $1.82M | 0.16% | 00.0% | Unchanged |
| HWG Holdings LP | 9,446 | $1.83M | 0.86% | +9,446 | New |
| First Manhattan Co | 9,479 | $1.83M | 0.01% | −132−1.4% | Reduced |
| Hamel Associates, Inc. | 9,515 | $1.84M | 0.66% | +75+0.8% | Added |
| Rational Advisors LLC | 9,548 | $1.85M | 0.11% | +1,509+18.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,601 | $1.86M | 0.82% | −80−0.8% | Reduced |
| Fort Washington Investment Advisors Inc | 9,702 | $1.88M | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,736 | $1.88M | 0.02% | 00.0% | Unchanged |
| Financial Counselors Inc | 9,765 | $1.89M | 0.04% | −1,362−12.2% | Reduced |
| Fulton Bank, N.A. | 9,793 | $1.90M | 0.08% | −225−2.2% | Reduced |
| Advisory Services Network, LLC | 9,858 | $1.91M | 0.05% | +1,223+14.2% | Added |
| Physicians Financial Services, Inc. | 9,897 | $1.92M | 0.71% | −125−1.2% | Reduced |
| Howland Capital Management LLC | 9,903 | $1.92M | 0.10% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 9,994 | $1.93M | 0.13% | 00.0% | Unchanged |
| Yacktman Asset Management LP | 10,200 | $1.97M | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 10,266 | $1.99M | 0.04% | +680+7.1% | Added |
| Ci Investments Inc. | 10,387 | $2.01M | 0.01% | +309+3.1% | Added |
| Smithfield Trust Co | 10,513 | $2.03M | 0.13% | −400−3.7% | Reduced |
| MUFG Securities EMEA plc | 10,700 | $2.07M | 0.04% | +10,700 | New |
| Teachers Retirement System of the State of Kentucky | 10,725 | $2.08M | 0.02% | −825−7.1% | Reduced |
| JLB & Associates Inc | 10,739 | $2.08M | 0.29% | +2,045+23.5% | Added |
| Burney Co | 10,794 | $2.09M | 0.09% | −65−0.6% | Reduced |
| Umb Bank N A | 10,844 | $2.10M | 0.03% | +3,791+53.8% | Added |
| Greenleaf Trust | 10,946 | $2.12M | 0.02% | −8−0.1% | Reduced |
| Jump Financial, LLC | 11,023 | $2.13M | 0.13% | +11,023 | New |
| Elo Mutual Pension Insurance Co | 11,117 | $2.15M | 0.06% | +753+7.3% | Added |
| Liberty One Investment Management, LLC | 11,132 | $2.15M | 0.32% | +574+5.4% | Added |
| Impax Asset Management Group plc | 11,203 | $2.17M | 0.01% | −46−0.4% | Reduced |
| Bath Savings Trust Co | 11,240 | $2.17M | 0.23% | +30+0.3% | Added |
| Maryland State Retirement & Pension System | 11,283 | $2.18M | 0.06% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 11,467 | $2.22M | 1.02% | −11,836−50.8% | Reduced |
| First Republic Investment Management, Inc. | 11,480 | $2.22M | 0.00% | −6,489−36.1% | Reduced |
| Wallace Capital Management Inc. | 11,606 | $2.25M | 0.31% | +50+0.4% | Added |
| KCM Investment Advisors LLC | 11,610 | $2.25M | 0.08% | −209−1.8% | Reduced |
| InterOcean Capital Group, LLC | 11,865 | $2.29M | 0.10% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,941 | $2.31M | 0.10% | +1,714+16.8% | Added |
| Capital Fund Management S.A. | 12,014 | $2.32M | 0.06% | +767+6.8% | Added |
| Ferguson Wellman Capital Management, Inc | 12,088 | $2.34M | 0.07% | −3,008−19.9% | Reduced |
| Securian Asset Management, Inc | 12,097 | $2.34M | 0.04% | −176−1.4% | Reduced |
| Wolverine Trading, LLC | 12,258 | $2.35M | 0.03% | +12,258 | New |
| Rodgers Brothers Inc. | 12,137 | $2.35M | 0.42% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 12,343 | $2.39M | 0.05% | +168+1.4% | Added |
| Geneos Wealth Management Inc. | 12,382 | $2.40M | 0.09% | +162+1.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,512 | $2.42M | 0.26% | +800+6.8% | Added |
| Occidental Asset Management, LLC | 12,530 | $2.42M | 0.58% | +585+4.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,549 | $2.43M | 0.05% | −440−3.4% | Reduced |
| Norinchukin Bank, The | 12,552 | $2.43M | 0.03% | −92−0.7% | Reduced |
| Murphy Capital Management Inc | 12,590 | $2.44M | 0.26% | −141−1.1% | Reduced |
| Point72 Hong Kong Ltd | 12,592 | $2.44M | 0.21% | +10,758+586.6% | Added |
| McRae Capital Management Inc | 12,684 | $2.45M | 0.51% | −15−0.1% | Reduced |
| Summit Place Financial Advisors, LLC | 12,778 | $2.47M | 1.71% | +15+0.1% | Added |
| Griffin Asset Management, Inc. | 12,845 | $2.48M | 0.31% | −57−0.4% | Reduced |
| Mercer Global Advisors Inc | 12,953 | $2.51M | 0.02% | +151+1.2% | Added |
| Allstate Corp | 13,045 | $2.52M | 0.05% | +10,916+512.7% | Added |
| Cetera Advisors LLC | 13,061 | $2.53M | 0.05% | −288−2.2% | Reduced |
| Dearborn Partners LLC | 13,117 | $2.54M | 0.09% | +30.0% | Added |
| SlateStone Wealth, LLC | 13,164 | $2.55M | 0.54% | +2,000+17.9% | Added |
| Kames Capital plc | 13,233 | $2.56M | 0.03% | +293+2.3% | Added |
| Keybank National Association | 13,312 | $2.58M | 0.01% | −199−1.5% | Reduced |