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, 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 |
|---|---|---|---|---|---|
| R.H. Dinel Investment Counsel, Inc. | 6,025 | $1.33M | 1.32% | 00.0% | Unchanged |
| Lipe & Dalton | 5,960 | $1.31M | 0.82% | +10.0% | Added |
| DuPont Capital Management Corp | 5,959 | $1.31M | 0.08% | +1,241+26.3% | Added |
| Veritable, L.P. | 5,955 | $1.31M | 0.03% | −143−2.3% | Reduced |
| Philadelphia Trust Co | 5,954 | $1.31M | 0.15% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 5,935 | $1.31M | 0.08% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,905 | $1.30M | 0.01% | +1,014+20.7% | Added |
| Two Sigma Advisers, LP | 5,900 | $1.30M | 0.00% | −2,000−25.3% | Reduced |
| Savant Capital, LLC | 5,901 | $1.30M | 0.04% | +154+2.7% | Added |
| Avantax Advisory Services, Inc. | 5,893 | $1.30M | 0.02% | −275−4.5% | Reduced |
| Lafayette Investments, Inc. | 5,884 | $1.30M | 0.40% | −16−0.3% | Reduced |
| Sigma Planning Corp | 5,813 | $1.28M | 0.05% | −10.0% | Reduced |
| Pacer Advisors, Inc. | 5,767 | $1.27M | 0.01% | −44,051−88.4% | Reduced |
| Stegent Equity Advisors, Inc. | 5,749 | $1.27M | 1.90% | −39−0.7% | Reduced |
| Balentine LLC | 5,648 | $1.25M | 0.05% | −3,063−35.2% | Reduced |
| Ascent Group, LLC | 5,179 | $1.24M | 0.15% | +2,122+69.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.24M | 0.00% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 5,600 | $1.24M | 0.10% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5,575 | $1.23M | 0.11% | 00.0% | Unchanged |
| Gratus Capital LLC | 5,545 | $1.22M | 0.13% | −100−1.8% | Reduced |
| FORA Capital, LLC | 5,510 | $1.22M | 0.23% | +5,510 | New |
| Northwestern Mutual Investment Management Company, LLC | 5,455 | $1.20M | 0.03% | −379−6.5% | Reduced |
| Bellecapital International Ltd. | 5,446 | $1.20M | 0.37% | −688−11.2% | Reduced |
| Horizon Investments, LLC | 5,447 | $1.20M | 0.04% | +1,459+36.6% | Added |
| Hazlett, Burt & Watson, Inc. | 5,436 | $1.20M | 1.16% | +275+5.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,435 | $1.20M | 0.06% | +1,532+39.3% | Added |
| 44 Wealth Management LLC | 5,426 | $1.20M | 0.49% | +30+0.6% | Added |
| Sante Capital Fund, LP | 5,357 | $1.18M | 2.42% | +5,357 | New |
| Whittier Trust Co of Nevada Inc | 5,326 | $1.17M | 0.05% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 5,317 | $1.17M | 0.71% | +5,317 | New |
| Toews Corp | 5,300 | $1.17M | 0.86% | −300−5.4% | Reduced |
| Tobam | 5,300 | $1.17M | 0.08% | +1,694+47.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,263 | $1.16M | 0.11% | +275+5.5% | Added |
| Great Valley Advisor Group, Inc. | 5,251 | $1.16M | 0.06% | −39−0.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,161 | $1.14M | 0.48% | +215+4.3% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $1.13M | 0.02% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 5,091 | $1.12M | 0.63% | +24+0.5% | Added |
| Intelligent Financial Strategies | 5,080 | $1.12M | 1.17% | +10.0% | Added |
| Wendell David Associates Inc | 5,075 | $1.12M | 0.15% | −5−0.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,055 | $1.11M | 0.03% | +5,055 | 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 |
| 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 |
| Woodmont Investment Counsel LLC | 4,953 | $1.09M | 0.14% | −1,000−16.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,927 | $1.09M | 0.12% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,917 | $1.08M | 0.20% | +135+2.8% | Added |
| Haverford Trust Co | 4,899 | $1.08M | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4,843 | $1.07M | 0.16% | −5,516−53.2% | Reduced |
| Welch & Forbes LLC | 4,836 | $1.07M | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 4,825 | $1.06M | 0.20% | −85−1.7% | Reduced |
| Tempus Wealth Planning, LLC | 4,812 | $1.06M | 0.71% | +44+0.9% | Added |
| Meyer Handelman Co | 4,800 | $1.06M | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,773 | $1.05M | 0.03% | +3,032+174.2% | Added |
| Nicholas Hoffman & Company, LLC. | 4,768 | $1.05M | 0.05% | +462+10.7% | Added |
| Jackson Creek Investment Advisors LLC | 4,743 | $1.05M | 0.49% | −67−1.4% | Reduced |
| Ieq Capital, LLC | 4,700 | $1.04M | 0.03% | +1,123+31.4% | Added |
| Marshall Financial Group LLC | 4,616 | $1.02M | 0.43% | −19−0.4% | Reduced |
| Sumitomo Life Insurance Co | 4,591 | $1.01M | 0.04% | −268−5.5% | Reduced |
| Allegheny Financial Group LTD | 4,557 | $1.00M | 0.47% | +75+1.7% | Added |
| SRN Advisors, LLC | 4,534 | $999.6K | 0.84% | −1,406−23.7% | 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 |
| 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 |
| Capula Management Ltd | 4,460 | $983.0K | 0.12% | +4,460 | New |
| Ci Investments Inc. | 4,454 | $982.0K | 0.01% | −1,224−21.6% | Reduced |
| Davenport & Co LLC | 4,428 | $976.0K | 0.01% | +126+2.9% | Added |
| Insight Advisors, LLC | 4,365 | $962.0K | 0.38% | −210−4.6% | Reduced |
| 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 |
| 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 |
| Donaldson Capital Management, LLC | 4,340 | $957.0K | 0.05% | +1,781+69.6% | Added |
| BLB&B Advisors, LLC | 4,335 | $956.0K | 0.08% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 4,307 | $950.0K | 0.14% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 4,300 | $948.0K | 1.82% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 4,292 | $946.0K | 0.07% | +103+2.5% | Added |
| Bridges Investment Management Inc | 4,277 | $943.0K | 0.04% | +142+3.4% | Added |
| BerganKDV Wealth Management, LLC | 4,273 | $942.0K | 0.11% | +1,223+40.1% | Added |
| Formidable Asset Management, LLC | 4,016 | $940.0K | 0.22% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,240 | $935.0K | 0.05% | +9+0.2% | Added |
| 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 |
| First National Trust Co | 4,223 | $931.0K | 0.05% | −36−0.8% | Reduced |
| Eudaimonia Partners, LLC | 4,215 | $929.0K | 0.24% | +2,022+92.2% | Added |
| Ingalls & Snyder LLC | 4,160 | $917.0K | 0.05% | −50−1.2% | 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 |
| Independent Wealth Network Inc. | 4,115 | $907.0K | 0.71% | −703−14.6% | Reduced |
| Franklin Street Advisors Inc | 4,030 | $888.0K | 0.09% | +350+9.5% | Added |
| 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 |
| Metis Global Partners, LLC | 3,997 | $880.0K | 0.14% | −715−15.2% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 3,968 | $875.0K | 0.48% | 00.0% | Unchanged |
| 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 |