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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 5,240 | $1.01M | 0.06% | +10.0% | Added |
| Engineers Gate Manager LP | 5,205 | $1.01M | 0.05% | −4,552−46.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,162 | $988.0K | 0.01% | +1,115+27.6% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $987.0K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 5,659 | $983.0K | 0.09% | −650−10.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,058 | $979.0K | 0.05% | −237−4.5% | Reduced |
| Oxler Private Wealth LLC | 5,024 | $972.0K | 0.40% | +24+0.5% | 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 |
| Suncoast Equity Management | 4,990 | $965.0K | 0.12% | +134+2.8% | Added |
| First National Trust Co | 4,978 | $963.0K | 0.05% | −884−15.1% | Reduced |
| Bradley Foster & Sargent Inc | 4,969 | $961.0K | 0.02% | +218+4.6% | Added |
| 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 |
| Sumitomo Life Insurance Co | 4,917 | $951.0K | 0.02% | −171−3.4% | Reduced |
| TrimTabs Asset Management, LLC | 4,914 | $950.0K | 0.47% | 00.0% | Unchanged |
| Stephens Inc | 4,894 | $947.0K | 0.01% | +1,239+33.9% | Added |
| People's United Financial, Inc. | 4,884 | $945.0K | 0.02% | −2,375−32.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 4,863 | $941.0K | 0.06% | +4,863 | New |
| 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 |
| Parallel Advisors, LLC | 4,797 | $928.0K | 0.03% | −382−7.4% | Reduced |
| 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 |
| Twin Capital Management Inc | 4,740 | $917.0K | 0.09% | +110+2.4% | Added |
| Aaron Wealth Advisors | 4,739 | $916.0K | 0.26% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,705 | $910.0K | 0.05% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,674 | $904.0K | 0.03% | +87+1.9% | Added |
| Money Concepts Capital Corp | 4,644 | $898.0K | 0.08% | +4,644 | New |
| Heritage Trust Co | 4,559 | $882.0K | 0.11% | −54−1.2% | Reduced |
| Horizon Investments, LLC | 4,496 | $870.0K | 0.03% | +266+6.3% | Added |
| Pathstone Family Office, LLC | 4,454 | $863.0K | 0.02% | +172+4.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,434 | $858.0K | 0.32% | +157+3.7% | 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 |
| Allegheny Financial Group LTD | 4,395 | $850.0K | 0.34% | +6+0.1% | Added |
| Latitude Advisors, LLC | 4,356 | $843.0K | 0.24% | +573+15.1% | Added |
| BLB&B Advisors, LLC | 4,335 | $839.0K | 0.05% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 4,307 | $833.0K | 0.10% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 4,300 | $832.0K | 0.75% | +4,300 | New |
| Swarthmore Group Inc | 4,279 | $828.0K | 0.20% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,261 | $824.0K | 0.02% | −271−6.0% | Reduced |
| Ingalls & Snyder LLC | 4,210 | $815.0K | 0.04% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 4,202 | $813.0K | 0.10% | −175−4.0% | Reduced |
| Kestra Advisory Services, LLC | 4,149 | $803.0K | 0.01% | −719−14.8% | Reduced |
| Nomura Holdings Inc | 4,144 | $802.0K | 0.00% | −2,620−38.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,138 | $801.0K | 0.33% | +2,038+97.0% | Added |
| 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 |
| Fernwood Investment Management, LLC | 4,125 | $798.0K | 0.26% | 00.0% | Unchanged |
| Smith, Salley & Associates | 4,119 | $797.0K | 0.06% | +227+5.8% | 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 |
| Erste Asset Management GmbH | 4,156 | $793.9K | 0.01% | +115+2.8% | Added |
| Somerville Kurt F | 4,100 | $793.0K | 0.11% | −300−6.8% | 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 |
| Gyon Technologies Capital Management, LP | 4,064 | $786.0K | 0.15% | −6,025−59.7% | Reduced |
| Formidable Asset Management, LLC | 4,016 | $781.0K | 0.15% | −12−0.3% | Reduced |
| Captrust Financial Advisors | 4,013 | $776.0K | 0.01% | +519+14.9% | Added |
| 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 |
| Diligent Investors, LLC | 3,977 | $769.0K | 0.22% | −200−4.8% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 3,968 | $768.0K | 0.34% | −15−0.4% | Reduced |
| 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 |
| First Command Bank | 4,467 | $756.0K | 0.13% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 3,885 | $752.0K | 0.06% | +3,885 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,820 | $739.0K | 0.07% | +38+1.0% | Added |
| Northstar Asset Management LLC | 3,800 | $735.0K | 0.17% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,787 | $733.0K | 0.22% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 3,779 | $731.0K | 0.41% | +122+3.3% | Added |
| Headinvest, LLC | 3,775 | $730.0K | 0.13% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,743 | $724.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Bridges Investment Management Inc | 3,705 | $716.0K | 0.02% | +194+5.5% | Added |
| Modera Wealth Management, LLC | 3,691 | $714.0K | 0.03% | +41+1.1% | 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 |
| WBH Advisory Inc | 3,650 | $706.0K | 0.08% | +10.0% | Added |
| Wescott Financial Advisory Group, LLC | 3,643 | $705.0K | 0.36% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,632 | $703.0K | 0.03% | +133+3.8% | Added |
| Farmers Trust Co | 3,589 | $694.0K | 0.14% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,574 | $691.0K | 0.03% | −13−0.4% | Reduced |
| 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 |
| Sound View Wealth Advisors Group, LLC | 3,514 | $680.0K | 0.13% | +2+0.1% | Added |
| AE Wealth Management LLC | 3,477 | $673.0K | 0.00% | −27−0.8% | Reduced |
| Brinker Capital Investments, LLC | 3,462 | $670.0K | 0.01% | +1,441+71.3% | Added |
| Stratos Wealth Partners, LTD. | 3,452 | $668.0K | 0.01% | −518−13.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,425 | $663.0K | 0.15% | −540−13.6% | 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 |
| Dowling & Yahnke LLC | 3,402 | $658.0K | 0.03% | −35−1.0% | Reduced |
| SPC Financial, Inc. | 3,375 | $653.0K | 0.07% | +200+6.3% | Added |
| United Capital Financial Advisers, LLC | 3,371 | $652.0K | 0.00% | +123+3.8% | Added |