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, Q3 2022
Institutional positions in Hershey Co as of Sep 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
- 1,228
- +36 vs. Q2 2022
- Shares held
- 112.8M
- +1.35M (+1.2%) vs. Q2 2022
- Total value
- $24.9B
- +$868.9M (+3.6%) vs. Q2 2022
- New holders
- 105
- 439 more added
- Sold out
- 69
- 386 more reduced
20 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 919 | $206.0K | 0.07% | +919 | New |
| Petrus Trust Company, LTA | 939 | $207.0K | 0.03% | −490−34.3% | Reduced |
| ARS Investment Partners, LLC | 941 | $207.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 941 | $207.0K | 0.01% | 00.0% | Unchanged |
| Warner Financial, Inc | 937 | $207.0K | 0.17% | +2+0.2% | Added |
| BSW Wealth Partners | 949 | $209.0K | 0.05% | −97−9.3% | Reduced |
| Parsons Capital Management Inc | 950 | $209.0K | 0.02% | +10+1.1% | Added |
| Tiemann Investment Advisors, LLC | 950 | $209.0K | 0.14% | +950 | New |
| Investment Partners, Ltd. | 952 | $210.0K | 0.06% | +952 | New |
| Etfidea, LLC | 955 | $210.5K | 0.11% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 957 | $211.0K | 0.14% | +957 | New |
| BCJ Capital Management, LLC | 962 | $212.0K | 0.02% | −915−48.7% | Reduced |
| Harbour Investments, Inc. | 986 | $212.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 959 | $212.0K | 0.06% | +172+21.9% | Added |
| Arete Wealth Advisors, LLC | 969 | $214.0K | 0.02% | +969 | New |
| Spire Wealth Management | 987 | $218.0K | 0.01% | −5,814−85.5% | Reduced |
| Gabelli Funds LLC | 1,000 | $220.0K | 0.00% | 00.0% | Unchanged |
| Hyman Charles D | 1,000 | $220.0K | 0.02% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 1,000 | $220.0K | 0.11% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,000 | $220.0K | 0.09% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,000 | $220.0K | 0.20% | +965+2,757.1% | Added |
| CX Institutional | 1,004 | $221.0K | 0.02% | −1,906−65.5% | Reduced |
| Gitterman Wealth Management, LLC | 989 | $221.0K | 0.23% | +989 | New |
| Enterprise Financial Services Corp | 1,011 | $223.0K | 0.17% | +16+1.6% | Added |
| Wesbanco Bank Inc | 1,014 | $224.0K | 0.02% | −400−28.3% | Reduced |
| Stratos Wealth Advisors, LLC | 1,015 | $224.0K | 0.02% | −260−20.4% | Reduced |
| Segall Bryant & Hamill, LLC | 1,020 | $224.0K | 0.00% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,018 | $224.0K | 0.09% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,027 | $226.0K | 0.07% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,030 | $227.0K | 0.17% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,032 | $228.0K | 0.03% | +86+9.1% | Added |
| Dillon & Associates Inc | 1,040 | $229.0K | 0.05% | +25+2.5% | Added |
| Anchor Investment Management, LLC | 1,043 | $229.9K | 0.04% | 00.0% | Unchanged |
| Bell Bank | 1,046 | $231.0K | 0.03% | −27−2.5% | Reduced |
| YHB Investment Advisors, Inc. | 1,050 | $231.0K | 0.03% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 1,060 | $234.0K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,063 | $234.0K | 0.04% | +1,063 | New |
| Sawtooth Solutions, LLC | 1,067 | $235.0K | 0.03% | +1,067 | New |
| St Germain D J Co Inc | 1,095 | $236.0K | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,072 | $236.0K | 0.01% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 1,076 | $237.0K | 0.10% | −199−15.6% | Reduced |
| Van Cleef Asset Management,Inc | 1,075 | $237.0K | 0.05% | −15−1.4% | Reduced |
| Harvest Fund Management Co., Ltd | 1,074 | $237.0K | 0.07% | +570+113.1% | Added |
| Keystone Financial Group | 1,075 | $237.0K | 0.05% | +1,075 | New |
| Sage Financial Group Inc | 1,082 | $239.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Bank | 1,089 | $240.0K | 0.03% | 00.0% | Unchanged |
| W Advisors, LLC | 1,096 | $241.0K | 0.22% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 1,099 | $242.0K | 0.21% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,100 | $243.0K | 0.16% | 00.0% | Unchanged |
| Clean Yield Group | 1,100 | $243.0K | 0.11% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 1,100 | $243.0K | 0.09% | 00.0% | Unchanged |
| Towercrest Capital Management | 1,100 | $243.0K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,100 | $243.0K | 0.19% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,100 | $243.0K | 0.00% | +1,100 | New |
| Taylor Hoffman Wealth Management | 1,111 | $245.0K | 0.13% | 00.0% | Unchanged |
| PFS Investments Inc. | 1,113 | $245.0K | 0.01% | +29+2.7% | Added |
| Hexagon Capital Partners LLC | 1,118 | $246.0K | 0.07% | −1,085−49.3% | Reduced |
| Shufro Rose & Co LLC | 1,114 | $246.0K | 0.02% | +34+3.1% | Added |
| Running Point Capital Advisors, LLC | 1,114 | $246.0K | 0.16% | +55+5.2% | Added |
| Jones Financial Companies LLLP | 1,115 | $246.0K | 0.00% | +702+170.0% | Added |
| Farmers National Bank | 1,122 | $247.4K | 0.10% | +22+2.0% | Added |
| Hancock Whitney Corp | 1,123 | $248.0K | 0.01% | +67+6.3% | Added |
| True North Advisors, LLC | 1,140 | $251.0K | 0.08% | −1,088−48.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,142 | $251.8K | 0.03% | +38+3.4% | Added |
| CFM Wealth Partners LLC | 1,148 | $253.0K | 0.08% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,151 | $253.0K | 0.28% | +47+4.3% | Added |
| WealthShield Partners, LLC | 1,150 | $254.0K | 0.05% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,153 | $254.0K | 0.07% | +248+27.4% | Added |
| Graybill Bartz & Assoc Ltd | 1,150 | $254.0K | 0.15% | +1,150 | New |
| Capital Asset Advisory Services LLC | 1,158 | $255.0K | 0.03% | +1,158 | New |
| Rehmann Capital Advisory Group | 1,160 | $255.9K | 0.03% | −63−5.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,170 | $258.0K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 1,169 | $258.0K | 0.05% | +8+0.7% | Added |
| Perigon Wealth Management, LLC | 1,177 | $259.0K | 0.02% | +30+2.6% | Added |
| Prime Capital Investment Advisors, LLC | 1,179 | $260.0K | 0.01% | −81−6.4% | Reduced |
| First Citizens Financial Corp | 1,179 | $260.0K | 0.26% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 1,200 | $265.0K | 0.24% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,205 | $266.0K | 0.15% | +6+0.5% | Added |
| V Wealth Advisors LLC | 1,213 | $267.0K | 0.05% | +192+18.8% | Added |
| RFG Advisory, LLC | 1,158 | $267.0K | 0.02% | +1,158 | New |
| Lombard Odier Asset Management (Switzerland) SA | 1,214 | $268.0K | 0.02% | −2,665−68.7% | Reduced |
| Lewis Capital Management, LLC | 1,220 | $269.0K | 0.41% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,219 | $269.0K | 0.01% | +1,219 | New |
| MGO Private Wealth, LLC | 1,233 | $272.0K | 0.13% | +1,233 | New |
| Harbor Investment Advisory, LLC | 1,237 | $273.0K | 0.04% | −34−2.7% | Reduced |
| Strategic Financial Services, Inc, | 1,244 | $274.0K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 1,250 | $275.0K | 0.04% | −300−19.4% | Reduced |
| Select Asset Management & Trust | 1,250 | $276.0K | 0.33% | 00.0% | Unchanged |
| Aspireon Wealth Advisors | 1,260 | $278.0K | 0.13% | −180−12.5% | Reduced |
| CPWM, LLC | 1,267 | $279.0K | 0.03% | −209−14.2% | Reduced |
| Wintrust Investments LLC | 1,266 | $279.0K | 0.03% | +121+10.6% | Added |
| Alphasimplex Group, LLC | 1,266 | $279.0K | 2.82% | +1,266 | New |
| CAPROCK Group, Inc. | 1,267 | $279.0K | 0.03% | +1,267 | New |
| NTV Asset Management LLC | 1,272 | $280.0K | 0.06% | +2+0.2% | Added |
| HB Wealth Management, LLC | 1,271 | $280.0K | 0.01% | +83+7.0% | Added |
| International Assets Investment Management, LLC | 1,275 | $281.0K | 0.06% | +20+1.6% | Added |
| Liberty Wealth Management LLC | 1,275 | $281.0K | 0.07% | +309+32.0% | Added |
| Hills Bank & Trust Co | 1,289 | $284.0K | 0.04% | −33−2.5% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,288 | $284.0K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,303 | $287.0K | 0.02% | −141−9.8% | Reduced |