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, Q4 2022
Institutional positions in Hershey Co as of Dec 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
- 1,294
- +93 vs. Q3 2022
- Shares held
- 113.5M
- +1.44M (+1.3%) vs. Q3 2022
- Total value
- $26.2B
- +$1.52B (+6.2%) vs. Q3 2022
- New holders
- 153
- 467 more added
- Sold out
- 60
- 385 more reduced
27 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 799 | $176.0K | 0.00% | +636+390.2% | Added |
| Private Ocean, LLC | 762 | $176.4K | 0.02% | +1+0.1% | Added |
| Dividend Assets Capital, LLC | 780 | $181.0K | 0.04% | +370+90.2% | Added |
| Accurate Wealth Management, LLC | 816 | $183.3K | 0.07% | −565−40.9% | Reduced |
| Coston, McIsaac & Partners | 800 | $185.0K | 0.07% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 807 | $187.0K | 0.01% | +2+0.2% | Added |
| TCI Wealth Advisors, Inc. | 812 | $188.0K | 0.03% | +7+0.9% | Added |
| Anchor Investment Management, LLC | 813 | $188.3K | 0.03% | −230−22.1% | Reduced |
| MV Capital Management, Inc. | 822 | $190.4K | 0.03% | −6−0.7% | Reduced |
| JFS Wealth Advisors, LLC | 824 | $190.8K | 0.02% | +1+0.1% | Added |
| Shell Asset Management Co | 840 | $195.0K | 0.01% | +840 | New |
| Fairfield Financial Advisors, LTD | 859 | $198.9K | 0.09% | +859 | New |
| LeJeune Puetz Investment Counsel LLC | 860 | $199.2K | 0.07% | 00.0% | Unchanged |
| Econ Financial Services Corp | 864 | $200.1K | 0.20% | +864 | New |
| Capital Advisors Inc | 867 | $200.8K | 0.01% | +867 | New |
| JNBA Financial Advisors | 869 | $201.2K | 0.03% | −25−2.8% | Reduced |
| Choate Investment Advisors | 876 | $202.9K | 0.01% | −485−35.6% | Reduced |
| Wade G W & Inc | 878 | $203.0K | 0.01% | +878 | New |
| Edge Capital Group, LLC | 877 | $203.1K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 886 | $205.2K | 0.08% | −654−42.5% | Reduced |
| Cantor Fitzgerald, L. P. | 890 | $206.0K | 0.00% | +890 | New |
| Oversea-Chinese Banking CORP Ltd | 892 | $207.0K | 0.01% | +892 | New |
| JJJ Advisors Inc. | 927 | $207.8K | 0.06% | +30+3.3% | Added |
| Dorsey & Whitney Trust CO LLC | 899 | $208.2K | 0.02% | +899 | New |
| Perpetual Investment Management Ltd | 900 | $208.4K | 0.02% | +900 | New |
| Paragon Capital Management Ltd | 901 | $208.6K | 0.06% | +901 | New |
| Patton Fund Management, Inc. | 903 | $209.0K | 0.06% | +903 | New |
| Capital Asset Advisory Services LLC | 873 | $209.2K | 0.02% | −285−24.6% | Reduced |
| Aevitas Wealth Management, Inc. | 904 | $209.2K | 0.12% | +904 | New |
| Edgemoor Investment Advisors, Inc. | 908 | $210.3K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 911 | $211.0K | 0.03% | −121−11.7% | Reduced |
| Rothschild Investment Corp | 910 | $211.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 913 | $211.0K | 0.05% | +1+0.1% | Added |
| Kistler-Tiffany Companies, LLC | 912 | $211.2K | 0.04% | +112+14.0% | Added |
| Gateway Investment Advisers LLC | 914 | $211.7K | 0.00% | +914 | New |
| Nichols & Pratt Advisers LLP | 915 | $211.9K | 0.02% | 00.0% | Unchanged |
| Parnassus Investments | 915 | $211.9K | 0.00% | +915 | New |
| New Hampshire Trust | 915 | $211.9K | 0.06% | +915 | New |
| Joel Isaacson & Co., LLC | 917 | $212.2K | 0.02% | +2+0.2% | Added |
| Front Barnett Associates LLC | 919 | $213.0K | 0.03% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 925 | $214.1K | 0.06% | +4+0.4% | Added |
| Lowe Wealth Advisors, LLC | 930 | $215.4K | 0.12% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 931 | $215.6K | 0.06% | 00.0% | Unchanged |
| Mather Group, LLC. | 933 | $216.1K | 0.00% | +933 | New |
| True Link Financial Advisors, LLC | 935 | $216.5K | 0.03% | 00.0% | Unchanged |
| Warner Financial, Inc | 938 | $217.0K | 0.17% | +1+0.1% | Added |
| ARS Investment Partners, LLC | 941 | $217.9K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 941 | $217.9K | 0.02% | 00.0% | Unchanged |
| Diversified, LLC | 943 | $218.3K | 0.09% | +20+2.2% | Added |
| Personal Capital Advisors Corp | 943 | $218.4K | 0.00% | −157−14.3% | Reduced |
| MQS Management LLC | 943 | $218.4K | 0.15% | +943 | New |
| Parsons Capital Management Inc | 950 | $220.0K | 0.02% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 952 | $220.5K | 0.01% | +952 | New |
| BSW Wealth Partners | 954 | $221.0K | 0.05% | +5+0.5% | Added |
| Etfidea, LLC | 955 | $221.1K | 0.10% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 961 | $222.6K | 0.01% | +961 | New |
| Ausdal Financial Partners, Inc. | 962 | $222.7K | 0.03% | +31+3.3% | Added |
| Bell Bank | 973 | $225.3K | 0.03% | −73−7.0% | Reduced |
| Sentry Investment Management LLC | 977 | $226.0K | 0.10% | +55+6.0% | Added |
| Left Brain Wealth Management, LLC | 978 | $226.5K | 0.17% | +978 | New |
| Tandem Wealth Advisors LLC | 981 | $227.2K | 0.14% | +981 | New |
| Koshinski Asset Management, Inc. | 981 | $227.2K | 0.02% | +981 | New |
| Scholtz & Company, LLC | 983 | $228.0K | 0.16% | +65+7.1% | Added |
| Tiemann Investment Advisors, LLC | 990 | $229.3K | 0.13% | +40+4.2% | Added |
| Creative Financial Designs Inc | 993 | $230.0K | 0.03% | +113+12.8% | Added |
| Gabelli Funds LLC | 1,000 | $231.6K | 0.00% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 1,000 | $231.6K | 0.10% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,000 | $231.6K | 0.09% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,000 | $231.6K | 0.18% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,001 | $231.8K | 0.16% | −10−1.0% | Reduced |
| Hyman Charles D | 1,000 | $232.0K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 996 | $235.3K | 0.01% | −162−14.0% | Reduced |
| Court Place Advisors, LLC | 1,018 | $235.8K | 0.09% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 1,020 | $236.0K | 0.00% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,025 | $237.4K | 0.04% | −318−23.7% | Reduced |
| Hancock Whitney Corp | 1,027 | $238.0K | 0.01% | −96−8.5% | Reduced |
| WealthShield Partners, LLC | 1,030 | $238.5K | 0.05% | −120−10.4% | Reduced |
| Washington Trust Bank | 1,041 | $241.0K | 0.03% | −48−4.4% | Reduced |
| Stratos Wealth Advisors, LLC | 1,047 | $242.6K | 0.02% | +32+3.2% | Added |
| Radnor Capital Management, LLC | 1,027 | $243.0K | 0.06% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,050 | $243.1K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,078 | $243.2K | 0.04% | +1,078 | New |
| Dillon & Associates Inc | 1,050 | $244.0K | 0.05% | +10+1.0% | Added |
| Bessemer Securities LLC | 1,058 | $245.0K | 0.11% | −400−27.4% | Reduced |
| Bridge Creek Capital Management LLC | 1,060 | $245.5K | 0.10% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,069 | $247.7K | 0.04% | +154+16.8% | Added |
| Avantax Planning Partners, Inc. | 1,072 | $248.2K | 0.01% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 1,075 | $248.9K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 1,077 | $249.0K | 0.01% | +90+9.1% | Added |
| Eqis Capital Management, Inc. | 1,075 | $249.0K | 0.03% | +1,075 | New |
| Keystone Financial Group | 1,076 | $249.1K | 0.05% | +1+0.1% | Added |
| Capital Financial Planning, LLC | 1,077 | $249.5K | 0.10% | +1+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 1,081 | $250.4K | 0.08% | +1,081 | New |
| Sage Financial Group Inc | 1,082 | $250.6K | 0.03% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,064 | $251.0K | 0.11% | +1,064 | New |
| Hamilton Capital, LLC | 1,088 | $251.9K | 0.02% | +1,088 | New |
| Cypress Capital Group | 1,089 | $252.2K | 0.04% | +1,089 | New |
| W Advisors, LLC | 1,096 | $253.8K | 0.21% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 1,098 | $254.3K | 0.00% | −79,379−98.6% | Reduced |
| Aberdeen Wealth Management LLC | 1,099 | $254.5K | 0.19% | 00.0% | Unchanged |