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, 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 |
|---|---|---|---|---|---|
| Acrisure Capital Management, LLC | 2,943 | $681.5K | 0.75% | +2,943 | New |
| Sound View Wealth Advisors Group, LLC | 3,661 | $682.6K | 0.08% | +144+4.1% | Added |
| M&R Capital Management Inc | 2,950 | $683.1K | 0.19% | +200+7.3% | Added |
| Dakota Wealth Management | 2,986 | $691.4K | 0.05% | −16−0.5% | Reduced |
| Prio Wealth Limited Partnership | 3,000 | $694.7K | 0.03% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 3,017 | $698.6K | 0.47% | +1,543+104.7% | Added |
| Univest Financial Corp | 3,027 | $701.0K | 0.22% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,034 | $702.6K | 0.07% | +1,525+101.1% | Added |
| Caldwell Trust Co | 3,035 | $702.8K | 0.10% | −100−3.2% | Reduced |
| Pinnacle Associates Ltd | 3,037 | $703.3K | 0.02% | +262+9.4% | Added |
| Ambassador Advisors, LLC | 3,039 | $703.7K | 0.15% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 3,038 | $704.0K | 0.04% | 00.0% | Unchanged |
| Domani Wealth, LLC | 3,060 | $709.0K | 0.18% | −445−12.7% | Reduced |
| Oakworth Capital, Inc. | 3,076 | $712.3K | 0.07% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 3,120 | $722.0K | 0.49% | +3,120 | New |
| National Asset Management, Inc. | 3,144 | $728.2K | 0.02% | −1,629−34.1% | Reduced |
| HM Payson & Co | 3,145 | $728.3K | 0.02% | +45+1.5% | Added |
| Sandy Spring Bank | 3,146 | $728.5K | 0.04% | −174−5.2% | Reduced |
| Krilogy Financial LLC | 3,147 | $728.8K | 0.07% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 3,170 | $734.0K | 0.14% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,176 | $735.5K | 0.04% | +119+3.9% | Added |
| Fernwood Investment Management, LLC | 3,225 | $746.8K | 0.31% | 00.0% | Unchanged |
| Diversified Trust Co | 3,239 | $750.0K | 0.03% | +564+21.1% | Added |
| Brighton Jones LLC | 3,258 | $754.5K | 0.05% | +3,258 | New |
| Tokio Marine Asset Management Co Ltd | 3,259 | $754.7K | 0.06% | +448+15.9% | Added |
| Douglass Winthrop Advisors, LLC | 3,284 | $760.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,293 | $763.0K | 0.07% | +221+7.2% | Added |
| Valley Brook Capital Group | 3,297 | $763.4K | 0.73% | +10.0% | Added |
| Ami Asset Management Corp | 3,301 | $764.0K | 0.05% | +619+23.1% | Added |
| Toews Corp | 3,300 | $764.2K | 0.38% | −2,000−37.7% | Reduced |
| Somerville Kurt F | 3,300 | $764.2K | 0.15% | 00.0% | Unchanged |
| Terry L. Blaker | 3,300 | $764.2K | 0.07% | +3,300 | New |
| Guardian Wealth Advisors, LLC | 3,319 | $768.6K | 0.15% | −100−2.9% | Reduced |
| America First Investment Advisors, LLC | 3,327 | $770.0K | 0.23% | 00.0% | Unchanged |
| Western Financial Corp | 3,335 | $772.2K | 0.50% | +3,335 | New |
| Lombard Odier Asset Management (Switzerland) SA | 3,364 | $779.0K | 0.06% | +2,150+177.1% | Added |
| Ipswich Investment Management Co., Inc. | 3,375 | $781.5K | 0.22% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,389 | $784.8K | 0.00% | −81−2.3% | Reduced |
| Systematic Alpha Investments, LLC | 3,401 | $787.6K | 0.04% | +3,401 | New |
| SPC Financial, Inc. | 3,405 | $788.5K | 0.09% | +4+0.1% | Added |
| Ade, LLC | 3,420 | $792.0K | 0.60% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,421 | $792.0K | 0.01% | +242+7.6% | Added |
| Tarbox Family Office, Inc. | 3,433 | $794.9K | 0.17% | +1,152+50.5% | Added |
| Vestmark Advisory Solutions, Inc. | 3,466 | $802.9K | 0.04% | +864+33.2% | Added |
| Hilltop Holdings Inc. | 3,471 | $803.8K | 0.10% | +21+0.6% | Added |
| Cassaday & Co Wealth Management LLC | 3,489 | $808.0K | 0.04% | +3,489 | New |
| Brinker Capital Investments, LLC | 3,506 | $811.9K | 0.02% | −26−0.7% | Reduced |
| Garrison Point Advisors, LLC | 3,509 | $812.6K | 0.66% | +675+23.8% | Added |
| Boston Private Wealth LLC | 3,510 | $812.8K | 0.01% | −420−10.7% | Reduced |
| Qtron Investments LLC | 3,573 | $827.4K | 0.17% | −363−9.2% | Reduced |
| Desjardins Global Asset Management Inc. | 3,585 | $829.0K | 0.13% | −3,456−49.1% | Reduced |
| Farmers Trust Co | 3,589 | $831.0K | 0.19% | 00.0% | Unchanged |
| Baader Bank INC | 3,600 | $833.7K | 0.08% | +1,060+41.7% | Added |
| Sherbrooke Park Advisers LLC | 3,600 | $833.7K | 0.61% | +3,600 | New |
| Graypoint LLC | 3,609 | $835.8K | 0.10% | +3,609 | New |
| Headinvest, LLC | 3,617 | $837.6K | 0.19% | −41−1.1% | Reduced |
| Symphony Financial, Ltd. Co. | 3,754 | $838.1K | 0.22% | +2,835+308.5% | Added |
| Jacobi Capital Management LLC | 3,634 | $841.7K | 0.11% | +10.0% | Added |
| Boenning & Scattergood, Inc. | 3,900 | $845.0K | 0.14% | −10.0% | Reduced |
| Two Sigma Securities, LLC | 3,651 | $845.5K | 0.12% | +2,243+159.3% | Added |
| Impax Asset Management Group plc | 3,657 | $846.9K | 0.00% | −855−18.9% | Reduced |
| BerganKDV Wealth Management, LLC | 3,664 | $848.5K | 0.09% | −609−14.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,692 | $854.9K | 0.04% | −1,743−32.1% | Reduced |
| Verdence Capital Advisors LLC | 3,699 | $856.5K | 0.11% | +10.0% | Added |
| West Family Investments, Inc. | 3,700 | $856.8K | 0.29% | +73+2.0% | Added |
| Wescott Financial Advisory Group, LLC | 3,752 | $868.9K | 0.19% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,757 | $870.0K | 0.02% | +384+11.4% | Added |
| Diligent Investors, LLC | 3,777 | $874.6K | 0.29% | −100−2.6% | Reduced |
| Cim, LLC | 3,722 | $875.2K | 0.17% | +3,722 | New |
| Field & Main Bank | 3,799 | $879.7K | 0.57% | +90+2.4% | Added |
| Northstar Asset Management LLC | 3,800 | $880.0K | 0.28% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 3,800 | $880.0K | 0.04% | +3,800 | New |
| Boothbay Fund Management, LLC | 3,806 | $881.4K | 0.03% | −2,405−38.7% | Reduced |
| Zimmermann Investment Management & Planning LLC | 3,806 | $881.4K | 0.51% | +5+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 3,813 | $883.0K | 0.02% | −3−0.1% | Reduced |
| Bartlett & Co. LLC | 3,813 | $883.0K | 0.02% | −3−0.1% | Reduced |
| Empirical Finance, LLC | 3,852 | $892.0K | 0.09% | +309+8.7% | Added |
| Meitav Dash Investments Ltd | 3,860 | $900.3K | 0.02% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 3,923 | $908.4K | 0.63% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 3,925 | $908.9K | 0.48% | −43−1.1% | Reduced |
| First Command Bank | 3,937 | $912.0K | 0.12% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 3,937 | $912.0K | 0.12% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,958 | $917.0K | 0.05% | −3,312−45.6% | Reduced |
| Everence Capital Management Inc | 3,960 | $917.0K | 0.08% | +1,130+39.9% | Added |
| Old National Bancorp | 3,974 | $920.0K | 0.03% | −548−12.1% | Reduced |
| Engineers Gate Manager LP | 3,984 | $922.6K | 0.06% | +3,984 | New |
| Twin Capital Management Inc | 3,999 | $926.0K | 0.12% | 00.0% | Unchanged |
| Gifford Fong Associates | 4,000 | $926.0K | 0.21% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4,000 | $926.3K | 0.27% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $926.3K | 0.25% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,007 | $928.0K | 0.21% | −9−0.2% | Reduced |
| Franklin Street Advisors Inc | 4,030 | $933.0K | 0.09% | 00.0% | Unchanged |
| PFG Advisors | 4,049 | $937.6K | 0.09% | +1,842+83.5% | Added |
| Symmetry Partners, LLC | 4,067 | $942.0K | 0.06% | +207+5.4% | Added |
| Eudaimonia Partners, LLC | 4,082 | $945.3K | 0.23% | −133−3.2% | Reduced |
| CWM, LLC | 4,101 | $950.0K | 0.01% | +640+18.5% | Added |
| First National Trust Co | 4,105 | $950.6K | 0.05% | −118−2.8% | Reduced |
| Apollon Wealth Management, LLC | 4,121 | $954.4K | 0.07% | +1,525+58.7% | Added |
| Busey Wealth Management | 4,122 | $954.5K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,138 | $958.0K | 0.00% | −316−7.1% | Reduced |