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, 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 |
|---|---|---|---|---|---|
| Domani Wealth, LLC | 3,505 | $773.0K | 0.23% | +10.0% | Added |
| Sound View Wealth Advisors Group, LLC | 3,517 | $775.0K | 0.17% | +10.0% | Added |
| Brinker Capital Investments, LLC | 3,532 | $779.0K | 0.02% | +71+2.1% | Added |
| Empirical Finance, LLC | 3,543 | $781.0K | 0.09% | +578+19.5% | Added |
| AIA Group Ltd | 3,559 | $785.0K | 0.05% | −2,193−38.1% | Reduced |
| Farmers Trust Co | 3,589 | $791.0K | 0.20% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,593 | $792.0K | 0.11% | −234−6.1% | Reduced |
| HBK Sorce Advisory LLC | 3,597 | $793.0K | 0.05% | +243+7.2% | Added |
| West Family Investments, Inc. | 3,627 | $800.0K | 0.34% | +37+1.0% | Added |
| American Portfolios Advisors | 3,633 | $800.9K | 0.03% | +726+25.0% | Added |
| Jacobi Capital Management LLC | 3,633 | $801.0K | 0.11% | −21−0.6% | Reduced |
| XTX Topco Ltd | 3,637 | $802.0K | 0.20% | −3,006−45.3% | Reduced |
| Headinvest, LLC | 3,658 | $806.0K | 0.19% | −125−3.3% | Reduced |
| Verdence Capital Advisors LLC | 3,698 | $815.0K | 0.11% | −402−9.8% | Reduced |
| Field & Main Bank | 3,709 | $818.0K | 0.55% | +125+3.5% | Added |
| Wescott Financial Advisory Group, LLC | 3,752 | $827.0K | 0.23% | +100+2.7% | Added |
| Northstar Asset Management LLC | 3,800 | $838.0K | 0.28% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 3,801 | $838.0K | 0.52% | +50+1.3% | Added |
| Bartlett & Co. LLC | 3,816 | $841.0K | 0.02% | −24−0.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,816 | $841.3K | 0.02% | −24−0.6% | Reduced |
| Symmetry Partners, LLC | 3,860 | $851.0K | 0.06% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,877 | $855.0K | 0.30% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 3,923 | $859.0K | 0.57% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 3,901 | $860.0K | 0.18% | +10.0% | Added |
| Meitav Dash Investments Ltd | 3,860 | $864.0K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,930 | $867.0K | 0.01% | +989+33.6% | Added |
| Qtron Investments LLC | 3,936 | $868.0K | 0.22% | −1,889−32.4% | Reduced |
| First Command Bank | 3,937 | $868.0K | 0.13% | −200−4.8% | Reduced |
| First Command Financial Services, Inc. | 3,937 | $868.0K | 0.13% | −200−4.8% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 3,968 | $875.0K | 0.48% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 3,997 | $880.0K | 0.14% | −715−15.2% | Reduced |
| Twin Capital Management Inc | 3,999 | $882.0K | 0.12% | −41−1.0% | Reduced |
| Marquette Asset Management, LLC | 4,000 | $882.0K | 0.28% | 00.0% | Unchanged |
| Gifford Fong Associates | 4,000 | $882.0K | 0.22% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $882.0K | 0.26% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 4,030 | $888.0K | 0.09% | +350+9.5% | Added |
| Independent Wealth Network Inc. | 4,115 | $907.0K | 0.71% | −703−14.6% | Reduced |
| Busey Wealth Management | 4,122 | $909.0K | 0.04% | −450−9.8% | Reduced |
| Rafferty Asset Management, LLC | 4,123 | $909.0K | 0.01% | +4,123 | New |
| Ingalls & Snyder LLC | 4,160 | $917.0K | 0.05% | −50−1.2% | Reduced |
| Eudaimonia Partners, LLC | 4,215 | $929.0K | 0.24% | +2,022+92.2% | Added |
| First National Trust Co | 4,223 | $931.0K | 0.05% | −36−0.8% | Reduced |
| Heritage Trust Co | 4,226 | $932.0K | 0.16% | −114−2.6% | Reduced |
| Pinnacle Financial Partners Inc | 4,227 | $932.0K | 0.03% | +564+15.4% | Added |
| Modera Wealth Management, LLC | 4,240 | $935.0K | 0.05% | +9+0.2% | Added |
| Formidable Asset Management, LLC | 4,016 | $940.0K | 0.22% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4,273 | $942.0K | 0.11% | +1,223+40.1% | Added |
| Bridges Investment Management Inc | 4,277 | $943.0K | 0.04% | +142+3.4% | Added |
| Avidian Wealth Solutions, LLC | 4,292 | $946.0K | 0.07% | +103+2.5% | Added |
| Helios Capital Management Pte. Ltd | 4,300 | $948.0K | 1.82% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 4,307 | $950.0K | 0.14% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,335 | $956.0K | 0.08% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 4,340 | $957.0K | 0.05% | +1,781+69.6% | Added |
| Cetera Advisors LLC | 4,349 | $959.0K | 0.03% | −1,221−21.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,350 | $959.0K | 0.12% | −800−15.5% | Reduced |
| Ballentine Partners, LLC | 4,351 | $959.0K | 0.03% | +271+6.6% | Added |
| Geneos Wealth Management Inc. | 4,361 | $961.0K | 0.07% | −8,267−65.5% | Reduced |
| Key Financial Inc | 4,358 | $961.0K | 0.45% | +3,750+616.8% | Added |
| Insight Advisors, LLC | 4,365 | $962.0K | 0.38% | −210−4.6% | Reduced |
| Davenport & Co LLC | 4,428 | $976.0K | 0.01% | +126+2.9% | Added |
| Ci Investments Inc. | 4,454 | $982.0K | 0.01% | −1,224−21.6% | Reduced |
| Capula Management Ltd | 4,460 | $983.0K | 0.12% | +4,460 | New |
| Impax Asset Management Group plc | 4,512 | $995.0K | 0.01% | −6,190−57.8% | Reduced |
| TrimTabs Asset Management, LLC | 4,517 | $995.0K | 0.69% | −330−6.8% | Reduced |
| Old National Bancorp | 4,522 | $997.0K | 0.03% | −1,032−18.6% | Reduced |
| O'Brien Greene & Co. Inc | 4,524 | $997.0K | 0.13% | +3,016+200.0% | Added |
| SRN Advisors, LLC | 4,534 | $999.6K | 0.84% | −1,406−23.7% | Reduced |
| Allegheny Financial Group LTD | 4,557 | $1.00M | 0.47% | +75+1.7% | Added |
| Sumitomo Life Insurance Co | 4,591 | $1.01M | 0.04% | −268−5.5% | Reduced |
| Marshall Financial Group LLC | 4,616 | $1.02M | 0.43% | −19−0.4% | Reduced |
| Ieq Capital, LLC | 4,700 | $1.04M | 0.03% | +1,123+31.4% | Added |
| Jackson Creek Investment Advisors LLC | 4,743 | $1.05M | 0.49% | −67−1.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,768 | $1.05M | 0.05% | +462+10.7% | Added |
| National Asset Management, Inc. | 4,773 | $1.05M | 0.03% | +3,032+174.2% | Added |
| Meyer Handelman Co | 4,800 | $1.06M | 0.05% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 4,812 | $1.06M | 0.71% | +44+0.9% | Added |
| Cypress Capital Management LLC | 4,825 | $1.06M | 0.20% | −85−1.7% | Reduced |
| Welch & Forbes LLC | 4,836 | $1.07M | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4,843 | $1.07M | 0.16% | −5,516−53.2% | Reduced |
| Haverford Trust Co | 4,899 | $1.08M | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,917 | $1.08M | 0.20% | +135+2.8% | Added |
| Laurel Wealth Advisors, Inc. | 4,927 | $1.09M | 0.12% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 4,953 | $1.09M | 0.14% | −1,000−16.8% | Reduced |
| Kestra Private Wealth Services, LLC | 5,008 | $1.10M | 0.06% | +92+1.9% | Added |
| Pinkerton Retirement Specialists, LLC | 5,006 | $1.10M | 0.43% | +5,006 | New |
| WESPAC Advisors, LLC | 5,044 | $1.11M | 1.50% | −2,267−31.0% | Reduced |
| Chilton Capital Management LLC | 5,045 | $1.11M | 0.07% | +45+0.9% | Added |
| Meiji Yasuda Life Insurance Co | 5,055 | $1.11M | 0.03% | +5,055 | New |
| Wendell David Associates Inc | 5,075 | $1.12M | 0.15% | −5−0.1% | Reduced |
| Intelligent Financial Strategies | 5,080 | $1.12M | 1.17% | +10.0% | Added |
| Oxler Private Wealth LLC | 5,091 | $1.12M | 0.63% | +24+0.5% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $1.13M | 0.02% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,161 | $1.14M | 0.48% | +215+4.3% | Added |
| Great Valley Advisor Group, Inc. | 5,251 | $1.16M | 0.06% | −39−0.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,263 | $1.16M | 0.11% | +275+5.5% | Added |
| Toews Corp | 5,300 | $1.17M | 0.86% | −300−5.4% | Reduced |
| Tobam | 5,300 | $1.17M | 0.08% | +1,694+47.0% | Added |
| HMS Capital Management, LLC | 5,317 | $1.17M | 0.71% | +5,317 | New |
| Whittier Trust Co of Nevada Inc | 5,326 | $1.17M | 0.05% | 00.0% | Unchanged |
| Sante Capital Fund, LP | 5,357 | $1.18M | 2.42% | +5,357 | New |