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 |
|---|---|---|---|---|---|
| Key Financial Inc | 4,358 | $960.8K | 0.45% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,160 | $963.0K | 0.05% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,225 | $978.4K | 0.14% | +4,225 | New |
| Donaldson Capital Management, LLC | 4,240 | $981.9K | 0.05% | −100−2.3% | Reduced |
| BLB&B Advisors, LLC | 4,280 | $991.1K | 0.08% | −55−1.3% | Reduced |
| Two Sigma Advisers, LP | 4,299 | $995.5K | 0.00% | −1,601−27.1% | Reduced |
| Harvey Investment Co LLC | 4,307 | $997.0K | 0.13% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,304 | $997.0K | 0.05% | +1,202+38.7% | Added |
| Pinnacle Financial Partners Inc | 4,322 | $1.00M | 0.03% | +95+2.2% | Added |
| Point72 Middle East FZE | 4,325 | $1.00M | 0.08% | +4,325 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,350 | $1.01M | 0.12% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 4,358 | $1.01M | 0.07% | −233−5.1% | Reduced |
| Geneos Wealth Management Inc. | 4,363 | $1.01M | 0.06% | +20.0% | Added |
| Gladstone Institutional Advisory LLC | 4,370 | $1.01M | 0.07% | +3,067+235.4% | Added |
| Modera Wealth Management, LLC | 4,383 | $1.01M | 0.04% | +143+3.4% | Added |
| Change Path, LLC | 4,413 | $1.02M | 0.06% | −1,655−27.3% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 4,417 | $1.02M | 0.98% | +4,417 | New |
| Avidian Wealth Solutions, LLC | 4,427 | $1.03M | 0.07% | +135+3.1% | Added |
| Ballentine Partners, LLC | 4,547 | $1.05M | 0.03% | +196+4.5% | Added |
| Allegheny Financial Group LTD | 4,568 | $1.06M | 0.44% | +11+0.2% | Added |
| Jackson Creek Investment Advisors LLC | 4,579 | $1.06M | 0.47% | −164−3.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,607 | $1.07M | 0.03% | −848−15.5% | Reduced |
| TrimTabs Asset Management, LLC | 4,618 | $1.07M | 0.70% | +101+2.2% | Added |
| Nicholas Hoffman & Company, LLC. | 4,677 | $1.08M | 0.12% | −91−1.9% | Reduced |
| Gratus Capital LLC | 4,694 | $1.09M | 0.09% | −851−15.3% | Reduced |
| WSFS Capital Management, LLC | 4,700 | $1.09M | 0.12% | +4,700 | New |
| Aaron Wealth Advisors | 4,707 | $1.09M | 0.16% | −210−4.3% | Reduced |
| Independent Wealth Network Inc. | 4,753 | $1.10M | 0.75% | +638+15.5% | Added |
| Ieq Capital, LLC | 4,762 | $1.10M | 0.03% | +62+1.3% | Added |
| Insight Advisors, LLC | 4,853 | $1.10M | 0.39% | +488+11.2% | Added |
| Meyer Handelman Co | 4,800 | $1.11M | 0.05% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,836 | $1.12M | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 4,837 | $1.12M | 0.05% | −1,122−18.8% | Reduced |
| Bridges Investment Management Inc | 4,885 | $1.13M | 0.04% | +608+14.2% | Added |
| Woodmont Investment Counsel LLC | 4,903 | $1.14M | 0.13% | −50−1.0% | Reduced |
| Haverford Trust Co | 4,903 | $1.14M | 0.01% | +4+0.1% | Added |
| Laurel Wealth Advisors, Inc. | 4,928 | $1.14M | 0.11% | +10.0% | Added |
| Marshall Financial Group LLC | 4,976 | $1.15M | 0.45% | +360+7.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,183 | $1.16M | 0.01% | −68,959−93.0% | Reduced |
| Wendell David Associates Inc | 5,025 | $1.16M | 0.14% | −50−1.0% | Reduced |
| Chilton Capital Management LLC | 5,045 | $1.17M | 0.07% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $1.18M | 0.02% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 5,106 | $1.18M | 0.80% | −211−4.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,109 | $1.18M | 0.17% | +266+5.5% | Added |
| Oxler Private Wealth LLC | 5,113 | $1.18M | 0.64% | +22+0.4% | Added |
| Gotham Asset Management, LLC | 5,121 | $1.19M | 0.03% | −5,158−50.2% | Reduced |
| Tempus Wealth Planning, LLC | 5,126 | $1.19M | 0.72% | +314+6.5% | Added |
| Bellwether Advisors, LLC | 5,151 | $1.19M | 0.35% | +5,140+46,727.3% | Added |
| Horizon Investments, LLC | 5,163 | $1.20M | 0.03% | −284−5.2% | Reduced |
| Kestra Private Wealth Services, LLC | 5,175 | $1.20M | 0.06% | +167+3.3% | Added |
| Erste Asset Management GmbH | 5,169 | $1.20M | 0.03% | −23,492−82.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,263 | $1.22M | 0.11% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,308 | $1.23M | 0.01% | −597−10.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,351 | $1.24M | 0.05% | +25+0.5% | Added |
| Fort Washington Investment Advisors Inc | 5,379 | $1.25M | 0.01% | −4,323−44.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,389 | $1.25M | 0.05% | −12,286−69.5% | Reduced |
| Pathstone Family Office, LLC | 9,465 | $1.25M | 0.03% | +3,299+53.5% | Added |
| 44 Wealth Management LLC | 5,408 | $1.25M | 0.43% | −18−0.3% | Reduced |
| Ascent Group, LLC | 5,427 | $1.26M | 0.15% | +248+4.8% | Added |
| Bellecapital International Ltd. | 5,446 | $1.26M | 0.35% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,448 | $1.26M | 0.49% | +287+5.6% | Added |
| Hazlett, Burt & Watson, Inc. | 5,454 | $1.26M | 1.11% | +18+0.3% | Added |
| Aureus Asset Management, LLC | 5,575 | $1.29M | 0.11% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 5,587 | $1.29M | 0.40% | +5,587 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.30M | 0.00% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 5,600 | $1.30M | 0.10% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 5,624 | $1.30M | 1.10% | +544+10.7% | Added |
| Quantbot Technologies LP | 5,642 | $1.31M | 0.09% | +5,642 | New |
| Jane Street Group, LLC | 5,644 | $1.31M | 0.00% | −31,121−84.6% | Reduced |
| Graham Capital Management, L.P. | 5,659 | $1.31M | 0.05% | +2,991+112.1% | Added |
| Donoghue Forlines LLC | 5,706 | $1.32M | 0.47% | +2,653+86.9% | Added |
| Stegent Equity Advisors, Inc. | 5,719 | $1.32M | 1.58% | −30−0.5% | Reduced |
| Sigma Planning Corp | 5,808 | $1.35M | 0.05% | −5−0.1% | Reduced |
| Somerset Trust Co | 5,811 | $1.35M | 0.56% | +4,268+276.6% | Added |
| Lafayette Investments, Inc. | 5,875 | $1.36M | 0.38% | −9−0.2% | Reduced |
| Veritable, L.P. | 5,896 | $1.37M | 0.02% | −59−1.0% | Reduced |
| Lipe & Dalton | 5,925 | $1.37M | 0.79% | −35−0.6% | Reduced |
| Texas Yale Capital Corp. | 5,935 | $1.37M | 0.08% | 00.0% | Unchanged |
| Philadelphia Trust Co | 5,954 | $1.38M | 0.15% | 00.0% | Unchanged |
| Cetera Advisors LLC | 5,980 | $1.38M | 0.03% | +1,631+37.5% | Added |
| Parallel Advisors, LLC | 6,002 | $1.39M | 0.06% | −59−1.0% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 6,025 | $1.40M | 1.25% | 00.0% | Unchanged |
| Summit Financial Group Inc | 6,050 | $1.40M | 0.56% | −25−0.4% | Reduced |
| Private Trust Co NA | 6,114 | $1.42M | 0.21% | +30.0% | Added |
| Avantax Advisory Services, Inc. | 6,145 | $1.42M | 0.02% | +252+4.3% | Added |
| Stratos Wealth Partners, LTD. | 6,144 | $1.42M | 0.04% | −544−8.1% | Reduced |
| Snowden Capital Advisors LLC | 6,257 | $1.45M | 0.06% | −436−6.5% | Reduced |
| Gibson Wealth Advisors LLC | 6,300 | $1.45M | 0.03% | +6,200+6,200.0% | Added |
| Savant Capital, LLC | 6,521 | $1.45M | 0.04% | +620+10.5% | Added |
| Hamel Associates, Inc. | 6,275 | $1.45M | 0.51% | −135−2.1% | Reduced |
| Veriti Management LLC | 6,298 | $1.46M | 0.19% | −234−3.6% | Reduced |
| Massachusetts Wealth Management | 6,495 | $1.46M | 1.41% | +6,495 | New |
| Griffin Asset Management, Inc. | 6,300 | $1.46M | 0.22% | −70−1.1% | Reduced |
| Smith, Moore & Co. | 6,352 | $1.47M | 0.20% | −290−4.4% | Reduced |
| Bradley Foster & Sargent Inc | 6,356 | $1.47M | 0.04% | +187+3.0% | Added |
| AdvisorShares Investments LLC | 6,368 | $1.47M | 0.42% | −2,741−30.1% | Reduced |
| Balentine LLC | 6,393 | $1.48M | 0.05% | +745+13.2% | Added |
| Ropes Wealth Advisors LLC | 6,444 | $1.49M | 0.27% | −345−5.1% | Reduced |
| RB Capital Management, LLC | 6,500 | $1.51M | 0.55% | −25−0.4% | Reduced |
| Buckingham Strategic Partners | 6,510 | $1.51M | 0.12% | −2,739−29.6% | Reduced |