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 28 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 |
|---|---|---|---|---|---|
| Syntax Advisors, LLC | 1,112 | $215.0K | 0.16% | +1,112 | New |
| Vicus Capital | 1,076 | $214.0K | 0.02% | +1,076 | New |
| Rehmann Capital Advisory Group | 1,103 | $213.5K | 0.02% | +1,103 | 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 |
| 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 |
| 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 |
| Freestone Capital Holdings, LLC | 1,082 | $209.0K | 0.01% | +1,082 | New |
| Radnor Capital Management, LLC | 1,077 | $208.0K | 0.05% | +1,077 | New |
| Bridge Creek Capital Management LLC | 1,060 | $205.0K | 0.07% | +1,060 | 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 |
| 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 |
| Allworth Financial LP | 1,041 | $201.0K | 0.00% | +4+0.4% | Added |
| 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 |
| GraniteShares Advisors LLC | 1,020 | $197.0K | 0.09% | +1,020 | New |
| Crescent Capital Consulting, LLC | 1,000 | $193.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 994 | $192.0K | 0.03% | +1+0.1% | Added |
| Private Ocean, LLC | 987 | $191.0K | 0.02% | +187+23.4% | Added |
| Sage Financial Group Inc | 965 | $187.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 951 | $184.0K | 0.02% | +12+1.3% | Added |
| Lowe Wealth Advisors, LLC | 929 | $180.0K | 0.08% | +34+3.8% | Added |
| Hanson & Doremus Investment Management | 911 | $176.0K | 0.04% | +1+0.1% | Added |
| Paragon Capital Management Ltd | 901 | $174.0K | 0.03% | +901 | New |
| LeJeune Puetz Investment Counsel LLC | 860 | $166.0K | 0.06% | 00.0% | Unchanged |
| Newfound Research LLC | 825 | $160.0K | 0.19% | +158+23.7% | Added |
| Econ Financial Services Corp | 814 | $157.0K | 0.12% | +814 | New |
| Kistler-Tiffany Companies, LLC | 800 | $155.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 799 | $155.0K | 0.02% | +10+1.3% | Added |
| Brewin Dolphin Ltd | 800 | $155.0K | 0.01% | +800 | New |
| Psagot Value Holdings Ltd. / (Israel) | 789 | $153.0K | 0.03% | +789 | New |
| FourThought Financial, LLC | 765 | $148.0K | 0.02% | −7−0.9% | Reduced |
| Atlantic Trust, LLC | 760 | $147.0K | 0.09% | 00.0% | Unchanged |
| Infusive Asset Management Inc. | 756 | $146.0K | 0.05% | −52−6.4% | Reduced |
| Bellevue Asset Management, LLC | 750 | $145.0K | 0.09% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 741 | $143.0K | 0.01% | +12+1.6% | Added |
| JFS Wealth Advisors, LLC | 722 | $140.0K | 0.01% | +50+7.4% | Added |
| Salem Investment Counselors Inc | 686 | $133.0K | 0.00% | +41+6.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 681 | $132.0K | 0.00% | −660−49.2% | Reduced |
| Private Capital Group, LLC | 678 | $131.0K | 0.03% | −91−11.8% | Reduced |
| Trustcore Financial Services, LLC | 670 | $130.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 650 | $126.0K | 0.00% | +281+76.2% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 653 | $126.0K | 0.04% | +653 | New |
| Independence Bank of Kentucky | 640 | $124.0K | 0.05% | +25+4.1% | Added |
| Edmond de Rothschild Holding S.A. | 635 | $123.0K | 0.00% | −320−33.5% | Reduced |
| Clearstead Advisors, LLC | 634 | $123.0K | 0.01% | +14+2.3% | Added |
| Tilia Fiduciary Partners, Inc. | 637 | $123.0K | 0.10% | +637 | New |
| Peoples Financial Services Corp. | 629 | $122.0K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 616 | $122.0K | 0.00% | +8+1.3% | Added |
| Johnson Financial Group, Inc. | 618 | $120.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 608 | $118.0K | 0.06% | 00.0% | Unchanged |
| Blackhill Capital Inc | 600 | $116.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 577 | $112.0K | 0.07% | +113+24.4% | Added |
| AGF Investments LLC | 572 | $111.0K | 0.01% | −117−17.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 573 | $111.0K | 0.02% | +1+0.2% | Added |
| Rockbridge Investment Management, LCC | 560 | $108.0K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 555 | $107.0K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 550 | $106.0K | 0.06% | +550 | New |
| Princeton Global Asset Management LLC | 542 | $105.0K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 544 | $105.0K | 0.05% | +79+17.0% | Added |
| Anchor Investment Management, LLC | 518 | $100.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $97.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 503 | $97.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 504 | $96.0K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 485 | $94.0K | 0.03% | +485 | New |
| Versant Capital Management, Inc | 464 | $90.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 461 | $89.0K | 0.12% | +461 | New |
| Stephens Consulting, LLC | 457 | $88.4K | 0.07% | +457 | New |
| RE Advisers Corp | 449 | $87.0K | 0.00% | +107+31.3% | Added |
| Dividend Assets Capital, LLC | 410 | $79.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 409 | $79.0K | 0.02% | +74+22.1% | Added |
| Altshuler Shaham Ltd | 401 | $78.0K | 0.00% | −3,334−89.3% | Reduced |
| Estabrook Capital Management | 400 | $77.4K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 400 | $77.0K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 400 | $77.0K | 0.04% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 369 | $71.0K | 0.05% | +369 | New |
| Gleason Group, Inc. | 362 | $70.0K | 0.02% | +2+0.6% | Added |
| Barrett Asset Management, LLC | 348 | $67.0K | 0.00% | +3+0.9% | Added |
| TCTC Holdings, LLC | 342 | $66.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 339 | $66.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 335 | $65.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 12,382 | $64.0K | 0.00% | +12,382 | New |
| Richwood Investment Advisors, LLC | 330 | $64.0K | 0.06% | +330 | New |
| Plante Moran Financial Advisors, LLC | 323 | $62.0K | 0.01% | −34−9.5% | Reduced |
| Seldon Capital LP | 318 | $62.0K | 0.04% | +318 | New |
| Rather & Kittrell, Inc. | 318 | $61.0K | 0.05% | +318 | New |
| Wagner Wealth Management, LLC | 309 | $60.0K | 0.05% | +1+0.3% | Added |
| Motco | 305 | $59.0K | 0.00% | +15+5.2% | Added |
| Rosenberg Matthew Hamilton | 300 | $58.0K | 0.02% | 00.0% | Unchanged |