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 |
|---|---|---|---|---|---|
| Liberty One Investment Management, LLC | 10,294 | $2.38M | 0.34% | −148−1.4% | Reduced |
| Bleakley Financial Group, LLC | 10,289 | $2.38M | 0.09% | +10,289 | New |
| McRae Capital Management Inc | 10,251 | $2.37M | 0.69% | −1,085−9.6% | Reduced |
| Yacktman Asset Management LP | 10,200 | $2.36M | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,075 | $2.33M | 0.01% | +1,176+13.2% | Added |
| Leavell Investment Management, Inc. | 10,037 | $2.32M | 0.17% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 10,022 | $2.32M | 1.05% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 9,963 | $2.31M | 0.07% | +3,305+49.6% | Added |
| Banque Pictet & Cie SA | 9,924 | $2.30M | 0.02% | −885−8.2% | Reduced |
| Cerity Partners LLC | 9,893 | $2.30M | 0.01% | +34+0.3% | Added |
| Wetherby Asset Management Inc | 9,895 | $2.29M | 0.15% | +785+8.6% | Added |
| Smithfield Trust Co | 9,804 | $2.27M | 0.15% | −425−4.2% | Reduced |
| Summit Place Financial Advisors, LLC | 9,673 | $2.24M | 1.84% | +670+7.4% | Added |
| Pinkerton Retirement Specialists, LLC | 9,624 | $2.23M | 0.48% | +4,618+92.2% | Added |
| HWG Holdings LP | 9,553 | $2.21M | 1.44% | +425+4.7% | Added |
| Angeles Wealth Management, LLC | 9,537 | $2.21M | 0.39% | +785+9.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,521 | $2.20M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 9,500 | $2.20M | 0.06% | +100+1.1% | Added |
| Mitchell Capital Management Co | 9,465 | $2.19M | 0.61% | −50−0.5% | Reduced |
| G&S Capital LLC | 9,401 | $2.18M | 0.96% | +816+9.5% | Added |
| Campbell Newman Asset Management Inc | 9,400 | $2.18M | 0.22% | 00.0% | Unchanged |
| Norinchukin Bank, The | 9,331 | $2.16M | 0.05% | −2,321−19.9% | Reduced |
| Unigestion Holding SA | 9,231 | $2.15M | 0.11% | −2,691−22.6% | Reduced |
| Capula Management Ltd | 9,292 | $2.15M | 0.22% | +4,832+108.3% | Added |
| ICW Investment Advisors LLC | 9,287 | $2.15M | 1.29% | −36−0.4% | Reduced |
| Asset Advisors Investment Management, LLC | 9,100 | $2.11M | 0.28% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 9,094 | $2.11M | 0.08% | −150−1.6% | Reduced |
| Howland Capital Management LLC | 8,896 | $2.06M | 0.13% | −500−5.3% | Reduced |
| Clearbridge Investments, LLC | 8,810 | $2.04M | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 8,771 | $2.03M | 0.20% | +8,771 | New |
| Westhampton Capital, LLC | 8,707 | $2.02M | 1.36% | 00.0% | Unchanged |
| First Manhattan Co | 8,692 | $2.01M | 0.01% | +240+2.8% | Added |
| Suncoast Equity Management | 8,649 | $2.00M | 0.37% | +964+12.5% | Added |
| LCNB Corp | 8,618 | $2.00M | 0.93% | +24+0.3% | Added |
| Colonial Trust Co | 8,572 | $1.99M | 0.54% | +850+11.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,540 | $1.98M | 1.02% | +50+0.6% | Added |
| Wealthquest Corp | 8,500 | $1.97M | 0.25% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 8,860 | $1.95M | 0.87% | 00.0% | Unchanged |
| Settian Capital LP | 8,400 | $1.95M | 1.70% | +400+5.0% | Added |
| Gofen & Glossberg LLC | 8,396 | $1.94M | 0.05% | −900−9.7% | Reduced |
| Hutner Capital Management Inc | 8,316 | $1.93M | 1.19% | −7−0.1% | Reduced |
| Moors & Cabot, Inc. | 8,276 | $1.92M | 0.13% | +96+1.2% | Added |
| Rafferty Asset Management, LLC | 8,205 | $1.90M | 0.02% | +4,082+99.0% | Added |
| Metis Global Partners, LLC | 8,179 | $1.89M | 0.17% | +4,182+104.6% | Added |
| Alps Advisors Inc | 8,166 | $1.89M | 0.02% | −287−3.4% | Reduced |
| Metropolitan Life Insurance Co | 8,155 | $1.89M | 0.08% | −450−5.2% | Reduced |
| Umb Bank N A | 8,103 | $1.88M | 0.03% | −1,860−18.7% | Reduced |
| Echo Street Capital Management LLC | 8,104 | $1.88M | 0.02% | +5,944+275.2% | Added |
| Buckingham Strategic Wealth, LLC | 8,104 | $1.88M | 0.03% | +77+1.0% | Added |
| J.P. Marvel Investment Advisors, LLC | 8,000 | $1.85M | 0.43% | 00.0% | Unchanged |
| Tower Bridge Advisors | 8,000 | $1.85M | 0.15% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 7,975 | $1.85M | 0.18% | +6,463+427.4% | Added |
| SNS Financial Group, LLC | 7,960 | $1.84M | 0.25% | −475−5.6% | Reduced |
| Pensionfund Sabic | 7,900 | $1.83M | 0.59% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 7,838 | $1.81M | 0.30% | +46+0.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 7,830 | $1.81M | 0.05% | −14,163−64.4% | Reduced |
| Stonebridge Capital Advisors LLC | 7,812 | $1.81M | 0.21% | −56−0.7% | Reduced |
| Wealthspire Advisors, LLC | 7,758 | $1.80M | 0.03% | −442−5.4% | Reduced |
| HBK Sorce Advisory LLC | 7,634 | $1.77M | 0.05% | +4,037+112.2% | Added |
| Rational Advisors LLC | 7,552 | $1.75M | 0.14% | −1,623−17.7% | Reduced |
| RKL Wealth Management LLC | 7,540 | $1.75M | 0.23% | −187−2.4% | Reduced |
| Advisor Partners II, LLC | 7,540 | $1.75M | 0.11% | +563+8.1% | Added |
| Burns J W & Co Inc | 7,532 | $1.74M | 0.32% | 00.0% | Unchanged |
| Roundview Capital LLC | 7,524 | $1.74M | 0.20% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 7,509 | $1.74M | 0.06% | −438−5.5% | Reduced |
| Azzad Asset Management Inc | 7,478 | $1.73M | 0.27% | −3,369−31.1% | Reduced |
| Csenge Advisory Group | 7,475 | $1.73M | 0.13% | +37+0.5% | Added |
| Integrated Advisors Network LLC | 7,437 | $1.72M | 0.11% | +1,185+19.0% | Added |
| Kingsview Wealth Management, LLC | 7,409 | $1.72M | 0.07% | +135+1.9% | Added |
| AlphaStar Capital Management, LLC | 7,370 | $1.71M | 0.18% | +7,370 | New |
| SlateStone Wealth, LLC | 7,316 | $1.69M | 0.41% | −5,999−45.1% | Reduced |
| Financial Counselors Inc | 7,300 | $1.69M | 0.04% | −336−4.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,186 | $1.66M | 0.03% | +6+0.1% | Added |
| La Banque Postale Asset Management SA | 7,129 | $1.65M | 0.05% | +7,129 | New |
| Azimuth Capital Investment Management LLC | 7,125 | $1.65M | 0.08% | 00.0% | Unchanged |
| Huntington National Bank | 7,111 | $1.65M | 0.02% | −323−4.3% | Reduced |
| Gouws Capital LLC | 6,980 | $1.62M | 1.52% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 6,978 | $1.62M | 0.09% | −500−6.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,956 | $1.61M | 0.18% | +99+1.4% | Added |
| Syntal Capital Partners, LLC | 6,950 | $1.61M | 0.64% | +51+0.7% | Added |
| Brookstone Capital Management | 7,059 | $1.59M | 0.03% | −3,476−33.0% | Reduced |
| London Co of Virginia | 6,862 | $1.59M | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 6,845 | $1.59M | 0.22% | +200+3.0% | Added |
| AIA Group Ltd | 6,816 | $1.58M | 0.10% | +3,257+91.5% | Added |
| Davenport & Co LLC | 6,783 | $1.57M | 0.01% | +2,355+53.2% | Added |
| Mastrapasqua Asset Management Inc | 6,782 | $1.57M | 0.21% | +167+2.5% | Added |
| Meiji Yasuda Life Insurance Co | 6,735 | $1.56M | 0.03% | +1,680+33.2% | Added |
| Ossiam | 6,730 | $1.56M | 0.04% | +5,320+377.3% | Added |
| Stephens Inc | 6,698 | $1.55M | 0.03% | +67+1.0% | Added |
| Tredje AP-fonden | 6,667 | $1.54M | 0.03% | 00.0% | Unchanged |
| Scotia Capital Inc. | 6,601 | $1.53M | 0.01% | −70−1.0% | Reduced |
| Nations Financial Group Inc, | 6,593 | $1.53M | 0.17% | +276+4.4% | Added |
| Ferguson Wellman Capital Management, Inc | 6,562 | $1.52M | 0.04% | 00.0% | Unchanged |
| Allen Investment Management LLC | 6,520 | $1.51M | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,510 | $1.51M | 0.12% | −2,739−29.6% | Reduced |
| RB Capital Management, LLC | 6,500 | $1.51M | 0.55% | −25−0.4% | Reduced |
| Ropes Wealth Advisors LLC | 6,444 | $1.49M | 0.27% | −345−5.1% | Reduced |
| Balentine LLC | 6,393 | $1.48M | 0.05% | +745+13.2% | Added |
| AdvisorShares Investments LLC | 6,368 | $1.47M | 0.42% | −2,741−30.1% | Reduced |
| Bradley Foster & Sargent Inc | 6,356 | $1.47M | 0.04% | +187+3.0% | Added |