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 29 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, Q2 2022
Institutional positions in Hershey Co as of Jun 30, 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
- 1,212
- +35 vs. Q1 2022
- Shares held
- 111.7M
- +2.21M (+2.0%) vs. Q1 2022
- Total value
- $24.1B
- +$612.6M (+2.6%) vs. Q1 2022
- New holders
- 125
- 430 more added
- Sold out
- 90
- 348 more reduced
14 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zimmermann Investment Management & Planning LLC | 3,751 | $807.0K | 0.55% | +5+0.1% | Added |
| Headinvest, LLC | 3,783 | $814.0K | 0.18% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 3,800 | $818.0K | 0.26% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 3,800 | $818.0K | 0.37% | +3,800 | New |
| Bartlett & Co. LLC | 3,840 | $826.0K | 0.02% | +127+3.4% | Added |
| Bartlett & Co. Wealth Management LLC | 3,840 | $826.2K | 0.02% | +127+3.4% | Added |
| Symmetry Partners, LLC | 3,860 | $831.0K | 0.06% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 3,860 | $831.0K | 0.01% | +3,860 | New |
| Diligent Investors, LLC | 3,877 | $834.0K | 0.29% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 3,879 | $835.0K | 0.07% | +3,879 | New |
| Boenning & Scattergood, Inc. | 3,900 | $839.0K | 0.16% | 00.0% | Unchanged |
| Diversified Trust Co | 3,900 | $839.0K | 0.04% | +1,185+43.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,903 | $840.0K | 0.04% | −5,504−58.5% | Reduced |
| Redpoint Investment Management Pty Ltd | 3,911 | $841.0K | 0.10% | 00.0% | Unchanged |
| Synovus Financial Corp | 3,913 | $843.0K | 0.01% | +1,772+82.8% | Added |
| WBH Advisory Inc | 3,827 | $844.0K | 0.11% | +16+0.4% | Added |
| Trail Ridge Investment Advisors, LLC | 3,923 | $844.0K | 0.57% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 3,968 | $854.0K | 0.43% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,988 | $858.0K | 0.03% | −596−13.0% | Reduced |
| Marquette Asset Management, LLC | 4,000 | $861.0K | 0.24% | −3−0.1% | Reduced |
| Gifford Fong Associates | 4,000 | $861.0K | 0.20% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $861.0K | 0.24% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,016 | $864.0K | 0.19% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 4,034 | $868.0K | 1.16% | +3,360+498.5% | Added |
| Twin Capital Management Inc | 4,040 | $869.0K | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,080 | $878.0K | 0.03% | +2,028+98.8% | Added |
| Verdence Capital Advisors LLC | 4,100 | $882.0K | 0.11% | +20.0% | Added |
| HighPoint Advisor Group LLC | 4,008 | $884.0K | 0.10% | +4,008 | New |
| First Command Bank | 4,137 | $890.0K | 0.13% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 4,137 | $890.0K | 0.13% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,135 | $890.0K | 0.03% | +736+21.7% | Added |
| Change Path, LLC | 4,138 | $890.0K | 0.05% | +2,235+117.4% | Added |
| Avidian Wealth Solutions, LLC | 4,189 | $901.0K | 0.06% | +61+1.5% | Added |
| Ingalls & Snyder LLC | 4,210 | $906.0K | 0.05% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,231 | $910.0K | 0.04% | −9−0.2% | Reduced |
| First National Trust Co | 4,259 | $916.0K | 0.05% | −236−5.3% | Reduced |
| Landscape Capital Management, L.L.C. | 4,257 | $916.0K | 0.12% | +4,257 | New |
| Helios Capital Management Pte. Ltd | 4,300 | $925.0K | 1.74% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,302 | $926.0K | 0.01% | −1,005−18.9% | Reduced |
| Harvey Investment Co LLC | 4,307 | $927.0K | 0.13% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 4,306 | $927.0K | 0.04% | +38+0.9% | Added |
| BLB&B Advisors, LLC | 4,335 | $933.0K | 0.07% | 00.0% | Unchanged |
| Heritage Trust Co | 4,340 | $934.0K | 0.15% | −122−2.7% | Reduced |
| Swarthmore Group Inc | 4,353 | $937.0K | 0.38% | −17−0.4% | Reduced |
| Prelude Capital Management, LLC | 4,391 | $945.0K | 0.05% | +4,391 | New |
| Prudential PLC | 4,417 | $950.0K | 0.02% | +862+24.2% | Added |
| Fieldpoint Private Securities, LLC | 4,422 | $951.0K | 0.28% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 4,425 | $952.0K | 0.02% | −1,000−18.4% | Reduced |
| Aptus Capital Advisors, LLC | 4,479 | $964.0K | 0.03% | −42−0.9% | Reduced |
| Allegheny Financial Group LTD | 4,482 | $964.0K | 0.45% | +77+1.7% | Added |
| Money Concepts Capital Corp | 4,400 | $972.0K | 0.09% | −1,233−21.9% | Reduced |
| Fort, L.P. | 4,552 | $979.0K | 0.66% | −3,283−41.9% | Reduced |
| Busey Wealth Management | 4,572 | $984.0K | 0.05% | +10.0% | Added |
| Bivin & Associates, Inc. | 4,615 | $993.0K | 1.07% | −460−9.1% | Reduced |
| Marshall Financial Group LLC | 4,635 | $997.0K | 0.40% | −1,013−17.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,705 | $1.01M | 0.07% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 4,712 | $1.01M | 0.16% | +1,536+48.4% | Added |
| DuPont Capital Management Corp | 4,718 | $1.01M | 0.05% | −3,717−44.1% | Reduced |
| Tudor Investment Corp Et Al | 4,717 | $1.01M | 0.03% | +4,717 | New |
| Insight Advisors, LLC | 4,575 | $1.02M | 0.35% | +118+2.6% | Added |
| Tempus Wealth Planning, LLC | 4,768 | $1.03M | 0.84% | −951−16.6% | Reduced |
| Aaron Wealth Advisors | 4,782 | $1.03M | 0.26% | −1,026,160−99.5% | Reduced |
| Meyer Handelman Co | 4,800 | $1.03M | 0.04% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 4,800 | $1.03M | 0.32% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 4,818 | $1.04M | 0.75% | +1,000+26.2% | Added |
| Welch & Forbes LLC | 4,836 | $1.04M | 0.02% | +736+18.0% | Added |
| TrimTabs Asset Management, LLC | 4,847 | $1.04M | 0.64% | −198−3.9% | Reduced |
| USA Financial Portformulas Corp | 4,859 | $1.04M | 1.31% | −206−4.1% | Reduced |
| Sumitomo Life Insurance Co | 4,859 | $1.04M | 0.03% | +101+2.1% | Added |
| AE Wealth Management LLC | 4,891 | $1.05M | 0.01% | +457+10.3% | Added |
| Haverford Trust Co | 4,899 | $1.05M | 0.01% | −148−2.9% | Reduced |
| Cypress Capital Management LLC | 4,910 | $1.06M | 0.16% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,916 | $1.06M | 0.06% | +1,311+36.4% | Added |
| Laurel Wealth Advisors, Inc. | 4,927 | $1.06M | 0.11% | −61−1.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,946 | $1.06M | 0.48% | +4,946 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 4,988 | $1.07M | 0.10% | +697+16.2% | Added |
| Chilton Capital Management LLC | 5,000 | $1.08M | 0.07% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 5,067 | $1.09M | 0.52% | +21+0.4% | Added |
| Intelligent Financial Strategies | 5,079 | $1.09M | 1.11% | −270−5.0% | Reduced |
| Wendell David Associates Inc | 5,080 | $1.09M | 0.14% | −175−3.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,810 | $1.10M | 0.44% | −846−15.0% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $1.10M | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,113 | $1.10M | 0.02% | +1,239+32.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,150 | $1.11M | 0.10% | −708−12.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 5,161 | $1.11M | 1.02% | −49−0.9% | Reduced |
| Private Trust Co NA | 5,200 | $1.12M | 0.17% | −74−1.4% | Reduced |
| Minot Wealth Management LLC | 5,229 | $1.13M | 0.29% | +5,229 | New |
| Parallel Advisors, LLC | 5,255 | $1.13M | 0.05% | +124+2.4% | Added |
| Great Valley Advisor Group, Inc. | 5,290 | $1.14M | 0.06% | +29+0.6% | Added |
| Dynamic Technology Lab Private Ltd | 5,295 | $1.14M | 0.13% | +5,295 | New |
| Wealth Enhancement & Preservation of GA, LLC | 5,262 | $1.14M | 1.21% | −1,883−26.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,326 | $1.15M | 0.05% | +10.0% | Added |
| Engineers Gate Manager LP | 5,329 | $1.15M | 0.04% | −2,074−28.0% | Reduced |
| 44 Wealth Management LLC | 5,396 | $1.16M | 0.45% | −94−1.7% | Reduced |
| Bellwether Advisors, LLC | 5,494 | $1.18M | 0.38% | −2,802−33.8% | Reduced |
| Stephens Inc | 5,521 | $1.19M | 0.02% | +328+6.3% | Added |
| Old National Bancorp | 5,554 | $1.20M | 0.04% | +2,375+74.7% | Added |
| Cetera Advisors LLC | 5,570 | $1.20M | 0.03% | −12−0.2% | Reduced |
| Aureus Asset Management, LLC | 5,575 | $1.20M | 0.10% | −500−8.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.21M | 0.00% | 00.0% | Unchanged |