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, 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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 5,217 | $1.13M | 0.01% | +1,068+25.7% | Added |
| Hazlett, Burt & Watson, Inc. | 5,210 | $1.13M | 0.89% | +5,210 | New |
| Stephens Inc | 5,193 | $1.13M | 0.02% | +299+6.1% | Added |
| WESPAC Advisors, LLC | 5,182 | $1.12M | 1.22% | +5,182 | New |
| Caxton Associates LP | 5,174 | $1.12M | 0.11% | −946−15.5% | Reduced |
| Parallel Advisors, LLC | 5,131 | $1.11M | 0.04% | +334+7.0% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $1.10M | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 5,079 | $1.10M | 0.14% | +315+6.6% | Added |
| Bivin & Associates, Inc. | 5,075 | $1.10M | 1.00% | −976−16.1% | Reduced |
| Captrust Financial Advisors | 5,067 | $1.10M | 0.01% | +1,054+26.3% | Added |
| USA Financial Portformulas Corp | 5,065 | $1.10M | 1.17% | +5,009+8,944.6% | Added |
| 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 |
| Hennion & Walsh Asset Management, Inc. | 5,032 | $1.09M | 0.06% | −26−0.5% | Reduced |
| Vident Investment Advisory, LLC | 5,020 | $1.09M | 0.03% | −317−5.9% | Reduced |
| 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 |
| Laurel Wealth Advisors, Inc. | 4,988 | $1.08M | 0.09% | +1,103+28.4% | Added |
| Ethic Inc. | 4,977 | $1.08M | 0.07% | +2,397+92.9% | Added |
| Cypress Capital Management LLC | 4,910 | $1.06M | 0.13% | −20−0.4% | 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 |
| Sumitomo Life Insurance Co | 4,758 | $1.03M | 0.03% | −159−3.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,705 | $1.02M | 0.06% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,676 | $1.01M | 0.03% | +20.0% | Added |
| Horizon Investments, LLC | 4,584 | $993.0K | 0.03% | +88+2.0% | Added |
| Busey Wealth Management | 4,571 | $990.0K | 0.04% | −360−7.3% | Reduced |
| Aptus Capital Advisors, LLC | 4,521 | $979.0K | 0.03% | +3,265+260.0% | Added |
| First National Trust Co | 4,495 | $974.0K | 0.05% | −483−9.7% | Reduced |
| Spire Wealth Management | 4,480 | $971.0K | 0.03% | +1,360+43.6% | Added |
| Heritage Trust Co | 4,462 | $966.0K | 0.14% | −97−2.1% | Reduced |
| Insight Advisors, LLC | 4,457 | $965.0K | 0.29% | +670+17.7% | Added |
| AE Wealth Management LLC | 4,434 | $960.0K | 0.01% | +957+27.5% | Added |
| Fieldpoint Private Securities, LLC | 4,422 | $958.0K | 0.20% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,405 | $954.0K | 0.40% | +10+0.2% | Added |
| Swarthmore Group Inc | 4,370 | $947.0K | 0.24% | +91+2.1% | Added |
| IFP Advisors, Inc | 9,212 | $946.0K | 0.01% | +8,596+1,395.5% | Added |
| Pathstone Family Office, LLC | 4,358 | $944.0K | 0.02% | −96−2.2% | Reduced |
| BLB&B Advisors, LLC | 4,335 | $939.0K | 0.06% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 4,307 | $933.0K | 0.11% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 4,300 | $932.0K | 1.97% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,291 | $930.0K | 0.08% | +471+12.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,281 | $927.0K | 0.02% | +4,281 | New |
| Nicholas Hoffman & Company, LLC. | 4,268 | $925.0K | 0.04% | +1,565+57.9% | Added |
| Modera Wealth Management, LLC | 4,240 | $919.0K | 0.04% | +549+14.9% | Added |
| Stratos Wealth Partners, LTD. | 4,224 | $915.0K | 0.02% | +772+22.4% | Added |
| Ingalls & Snyder LLC | 4,210 | $912.0K | 0.04% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 4,179 | $906.0K | 0.05% | −244−5.5% | Reduced |
| 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 |
| 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 |
| McElhenny Sheffield Capital Management, LLC | 4,115 | $891.0K | 0.31% | −319−7.2% | Reduced |
| Smith, Salley & Associates | 4,109 | $890.0K | 0.07% | −10−0.2% | 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 |
| Twin Capital Management Inc | 4,040 | $875.0K | 0.09% | −700−14.8% | Reduced |
| Formidable Asset Management, LLC | 4,016 | $870.0K | 0.17% | 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 |
| 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 |
| Valley Forge Investment Consultants Inc Adv | 3,968 | $860.0K | 0.35% | 00.0% | Unchanged |
| 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 |
| Redpoint Investment Management Pty Ltd | 3,911 | $847.0K | 0.08% | −203−4.9% | Reduced |
| People's United Financial, Inc. | 3,903 | $846.0K | 0.02% | −981−20.1% | Reduced |
| Boenning & Scattergood, Inc. | 3,900 | $845.0K | 0.14% | −22−0.6% | Reduced |
| Diligent Investors, LLC | 3,877 | $840.0K | 0.24% | −100−2.5% | Reduced |
| Wealthspire Advisors, LLC | 3,874 | $839.0K | 0.02% | −387−9.1% | Reduced |
| Symmetry Partners, LLC | 3,860 | $836.0K | 0.05% | +1,035+36.6% | Added |
| Independent Wealth Network Inc. | 3,818 | $827.0K | 0.53% | +632+19.8% | Added |
| Northstar Asset Management LLC | 3,800 | $823.0K | 0.21% | 00.0% | Unchanged |
| Headinvest, LLC | 3,783 | $820.0K | 0.16% | +8+0.2% | Added |
| Donoghue Forlines LLC | 3,777 | $818.0K | 0.18% | −12,402−76.7% | Reduced |
| Zimmermann Investment Management & Planning LLC | 3,746 | $812.0K | 0.48% | +5+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 3,713 | $804.4K | 0.01% | −30−0.8% | Reduced |
| Bartlett & Co. LLC | 3,713 | $804.0K | 0.01% | −30−0.8% | Reduced |
| Bell Rock Capital LLC | 3,544 | $801.0K | 0.75% | +494+16.2% | Added |
| Jacobi Capital Management LLC | 3,678 | $797.0K | 0.10% | −38−1.0% | Reduced |
| 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 |
| Wescott Financial Advisory Group, LLC | 3,643 | $789.0K | 0.20% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,605 | $781.0K | 0.04% | +526+17.1% | Added |
| Somerville Kurt F | 3,600 | $780.0K | 0.13% | −500−12.2% | Reduced |
| Farmers Trust Co | 3,589 | $777.0K | 0.17% | 00.0% | Unchanged |
| Prudential PLC | 3,555 | $770.0K | 0.01% | −17,850−83.4% | Reduced |
| West Family Investments, Inc. | 3,542 | $767.0K | 0.22% | +22+0.6% | Added |
| Pinnacle Financial Partners Inc | 3,520 | $762.0K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,515 | $761.0K | 0.14% | +10.0% | Added |
| Vestmark Advisory Solutions, Inc. | 3,508 | $760.0K | 0.04% | +295+9.2% | Added |
| Brinker Capital Investments, LLC | 3,492 | $757.0K | 0.01% | +30+0.9% | Added |
| United Capital Financial Advisers, LLC | 3,490 | $756.0K | 0.00% | +119+3.5% | Added |
| Ade, LLC | 3,420 | $741.0K | 0.70% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 3,402 | $737.0K | 0.03% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 3,399 | $736.0K | 0.02% | −306−8.3% | Reduced |
| HBK Sorce Advisory LLC | 3,396 | $736.0K | 0.04% | −178−5.0% | Reduced |
| Cribstone Capital Management, LLC | 3,375 | $731.0K | 0.40% | −404−10.7% | Reduced |