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, Q1 2022
Institutional positions in Hershey Co as of Mar 31, 2022. 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
- 1,191
- +66 vs. Q4 2021
- Shares held
- 110.9M
- +2.07M (+1.9%) vs. Q4 2021
- Total value
- $23.8B
- +$2.74B (+13.0%) vs. Q4 2021
- New holders
- 154
- 394 more added
- Sold out
- 88
- 355 more reduced
13 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 3,520 | $762.0K | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,542 | $767.0K | 0.22% | +22+0.6% | Added |
| Prudential PLC | 3,555 | $770.0K | 0.01% | −17,850−83.4% | Reduced |
| Farmers Trust Co | 3,589 | $777.0K | 0.17% | 00.0% | Unchanged |
| Somerville Kurt F | 3,600 | $780.0K | 0.13% | −500−12.2% | Reduced |
| Kestra Private Wealth Services, LLC | 3,605 | $781.0K | 0.04% | +526+17.1% | Added |
| Wescott Financial Advisory Group, LLC | 3,643 | $789.0K | 0.20% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,654 | $792.0K | 0.02% | 00.0% | Unchanged |
| Domani Wealth, LLC | 3,654 | $792.0K | 0.17% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,678 | $797.0K | 0.10% | −38−1.0% | Reduced |
| Bell Rock Capital LLC | 3,544 | $801.0K | 0.75% | +494+16.2% | Added |
| Bartlett & Co. LLC | 3,713 | $804.0K | 0.01% | −30−0.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,713 | $804.4K | 0.01% | −30−0.8% | Reduced |
| Zimmermann Investment Management & Planning LLC | 3,746 | $812.0K | 0.48% | +5+0.1% | Added |
| Donoghue Forlines LLC | 3,777 | $818.0K | 0.18% | −12,402−76.7% | Reduced |
| Headinvest, LLC | 3,783 | $820.0K | 0.16% | +8+0.2% | Added |
| Northstar Asset Management LLC | 3,800 | $823.0K | 0.21% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 3,818 | $827.0K | 0.53% | +632+19.8% | Added |
| Symmetry Partners, LLC | 3,860 | $836.0K | 0.05% | +1,035+36.6% | Added |
| Wealthspire Advisors, LLC | 3,874 | $839.0K | 0.02% | −387−9.1% | Reduced |
| Diligent Investors, LLC | 3,877 | $840.0K | 0.24% | −100−2.5% | Reduced |
| Boenning & Scattergood, Inc. | 3,900 | $845.0K | 0.14% | −22−0.6% | Reduced |
| People's United Financial, Inc. | 3,903 | $846.0K | 0.02% | −981−20.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 3,911 | $847.0K | 0.08% | −203−4.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,923 | $850.0K | 0.52% | 00.0% | Unchanged |
| Ergoteles LLC | 3,926 | $850.0K | 0.03% | +3,926 | New |
| Valley Forge Investment Consultants Inc Adv | 3,968 | $860.0K | 0.35% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4,003 | $867.0K | 0.20% | +3+0.1% | Added |
| Gifford Fong Associates | 4,000 | $867.0K | 0.16% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $867.0K | 0.21% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,811 | $869.0K | 0.11% | +161+4.4% | Added |
| Baader Bank INC | 4,010 | $869.0K | 0.07% | +4,010 | New |
| Formidable Asset Management, LLC | 4,016 | $870.0K | 0.17% | 00.0% | Unchanged |
| Twin Capital Management Inc | 4,040 | $875.0K | 0.09% | −700−14.8% | Reduced |
| Welch & Forbes LLC | 4,100 | $888.0K | 0.01% | −14−0.3% | Reduced |
| Verdence Capital Advisors LLC | 4,098 | $888.0K | 0.10% | +2,878+235.9% | Added |
| Smith, Salley & Associates | 4,109 | $890.0K | 0.07% | −10−0.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 4,115 | $891.0K | 0.31% | −319−7.2% | Reduced |
| Fernwood Investment Management, LLC | 4,125 | $894.0K | 0.31% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 4,128 | $894.0K | 0.06% | +62+1.5% | Added |
| First Command Financial Services, Inc. | 4,137 | $896.0K | 0.12% | 00.0% | Unchanged |
| First Command Bank | 4,137 | $896.0K | 0.12% | −330−7.4% | Reduced |
| Stock Yards Bank & Trust Co | 4,179 | $906.0K | 0.05% | −244−5.5% | Reduced |
| Ingalls & Snyder LLC | 4,210 | $912.0K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,224 | $915.0K | 0.02% | +772+22.4% | Added |
| Modera Wealth Management, LLC | 4,240 | $919.0K | 0.04% | +549+14.9% | Added |
| Nicholas Hoffman & Company, LLC. | 4,268 | $925.0K | 0.04% | +1,565+57.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,281 | $927.0K | 0.02% | +4,281 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 4,291 | $930.0K | 0.08% | +471+12.3% | Added |
| Helios Capital Management Pte. Ltd | 4,300 | $932.0K | 1.97% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 4,307 | $933.0K | 0.11% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,335 | $939.0K | 0.06% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,358 | $944.0K | 0.02% | −96−2.2% | Reduced |
| IFP Advisors, Inc | 9,212 | $946.0K | 0.01% | +8,596+1,395.5% | Added |
| Swarthmore Group Inc | 4,370 | $947.0K | 0.24% | +91+2.1% | Added |
| Allegheny Financial Group LTD | 4,405 | $954.0K | 0.40% | +10+0.2% | Added |
| Fieldpoint Private Securities, LLC | 4,422 | $958.0K | 0.20% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,434 | $960.0K | 0.01% | +957+27.5% | Added |
| Insight Advisors, LLC | 4,457 | $965.0K | 0.29% | +670+17.7% | Added |
| Heritage Trust Co | 4,462 | $966.0K | 0.14% | −97−2.1% | Reduced |
| Spire Wealth Management | 4,480 | $971.0K | 0.03% | +1,360+43.6% | Added |
| First National Trust Co | 4,495 | $974.0K | 0.05% | −483−9.7% | Reduced |
| Aptus Capital Advisors, LLC | 4,521 | $979.0K | 0.03% | +3,265+260.0% | Added |
| Busey Wealth Management | 4,571 | $990.0K | 0.04% | −360−7.3% | Reduced |
| Horizon Investments, LLC | 4,584 | $993.0K | 0.03% | +88+2.0% | Added |
| Savant Capital, LLC | 4,676 | $1.01M | 0.03% | +20.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,705 | $1.02M | 0.06% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 4,758 | $1.03M | 0.03% | −159−3.2% | Reduced |
| Meyer Handelman Co | 4,800 | $1.04M | 0.04% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 4,800 | $1.04M | 0.28% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 4,910 | $1.06M | 0.13% | −20−0.4% | Reduced |
| Ethic Inc. | 4,977 | $1.08M | 0.07% | +2,397+92.9% | Added |
| Laurel Wealth Advisors, Inc. | 4,988 | $1.08M | 0.09% | +1,103+28.4% | Added |
| Chilton Capital Management LLC | 5,000 | $1.08M | 0.06% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 4,998 | $1.08M | 0.13% | +4,998 | New |
| Vident Investment Advisory, LLC | 5,020 | $1.09M | 0.03% | −317−5.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,032 | $1.09M | 0.06% | −26−0.5% | Reduced |
| Haverford Trust Co | 5,047 | $1.09M | 0.01% | −925−15.5% | Reduced |
| Oxler Private Wealth LLC | 5,046 | $1.09M | 0.49% | +22+0.4% | Added |
| TrimTabs Asset Management, LLC | 5,045 | $1.09M | 0.37% | +131+2.7% | Added |
| USA Financial Portformulas Corp | 5,065 | $1.10M | 1.17% | +5,009+8,944.6% | Added |
| Captrust Financial Advisors | 5,067 | $1.10M | 0.01% | +1,054+26.3% | Added |
| Bivin & Associates, Inc. | 5,075 | $1.10M | 1.00% | −976−16.1% | Reduced |
| Intrust Bank NA | 5,079 | $1.10M | 0.14% | +315+6.6% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $1.10M | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,131 | $1.11M | 0.04% | +334+7.0% | Added |
| Caxton Associates LP | 5,174 | $1.12M | 0.11% | −946−15.5% | Reduced |
| WESPAC Advisors, LLC | 5,182 | $1.12M | 1.22% | +5,182 | New |
| Stephens Inc | 5,193 | $1.13M | 0.02% | +299+6.1% | Added |
| Hazlett, Burt & Watson, Inc. | 5,210 | $1.13M | 0.89% | +5,210 | New |
| Kestra Advisory Services, LLC | 5,217 | $1.13M | 0.01% | +1,068+25.7% | Added |
| Hendley & Co Inc | 5,232 | $1.13M | 0.39% | −2,330−30.8% | Reduced |
| Wendell David Associates Inc | 5,255 | $1.14M | 0.13% | −65−1.2% | Reduced |
| Great Valley Advisor Group, Inc. | 5,261 | $1.14M | 0.07% | +21+0.4% | Added |
| Private Trust Co NA | 5,274 | $1.14M | 0.18% | +1,139+27.5% | Added |
| Veriti Management LLC | 5,298 | $1.15M | 0.14% | +534+11.2% | Added |
| Brookfield Asset Management Inc. | 5,300 | $1.15M | 0.00% | +5,300 | New |
| Davenport & Co LLC | 5,307 | $1.15M | 0.01% | −144−2.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,325 | $1.15M | 0.04% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 5,349 | $1.16M | 1.13% | −656−10.9% | Reduced |