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 |
|---|---|---|---|---|---|
| Smith, Moore & Co. | 6,352 | $1.47M | 0.20% | −290−4.4% | Reduced |
| Griffin Asset Management, Inc. | 6,300 | $1.46M | 0.22% | −70−1.1% | Reduced |
| Massachusetts Wealth Management | 6,495 | $1.46M | 1.41% | +6,495 | New |
| Veriti Management LLC | 6,298 | $1.46M | 0.19% | −234−3.6% | Reduced |
| Hamel Associates, Inc. | 6,275 | $1.45M | 0.51% | −135−2.1% | Reduced |
| Savant Capital, LLC | 6,521 | $1.45M | 0.04% | +620+10.5% | Added |
| Gibson Wealth Advisors LLC | 6,300 | $1.45M | 0.03% | +6,200+6,200.0% | Added |
| Snowden Capital Advisors LLC | 6,257 | $1.45M | 0.06% | −436−6.5% | Reduced |
| Stratos Wealth Partners, LTD. | 6,144 | $1.42M | 0.04% | −544−8.1% | Reduced |
| Avantax Advisory Services, Inc. | 6,145 | $1.42M | 0.02% | +252+4.3% | Added |
| Private Trust Co NA | 6,114 | $1.42M | 0.21% | +30.0% | Added |
| Summit Financial Group Inc | 6,050 | $1.40M | 0.56% | −25−0.4% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 6,025 | $1.40M | 1.25% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,002 | $1.39M | 0.06% | −59−1.0% | Reduced |
| Cetera Advisors LLC | 5,980 | $1.38M | 0.03% | +1,631+37.5% | Added |
| Philadelphia Trust Co | 5,954 | $1.38M | 0.15% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 5,935 | $1.37M | 0.08% | 00.0% | Unchanged |
| Lipe & Dalton | 5,925 | $1.37M | 0.79% | −35−0.6% | Reduced |
| Veritable, L.P. | 5,896 | $1.37M | 0.02% | −59−1.0% | Reduced |
| Lafayette Investments, Inc. | 5,875 | $1.36M | 0.38% | −9−0.2% | Reduced |
| Somerset Trust Co | 5,811 | $1.35M | 0.56% | +4,268+276.6% | Added |
| Sigma Planning Corp | 5,808 | $1.35M | 0.05% | −5−0.1% | Reduced |
| Stegent Equity Advisors, Inc. | 5,719 | $1.32M | 1.58% | −30−0.5% | Reduced |
| Donoghue Forlines LLC | 5,706 | $1.32M | 0.47% | +2,653+86.9% | Added |
| Graham Capital Management, L.P. | 5,659 | $1.31M | 0.05% | +2,991+112.1% | Added |
| Jane Street Group, LLC | 5,644 | $1.31M | 0.00% | −31,121−84.6% | Reduced |
| Quantbot Technologies LP | 5,642 | $1.31M | 0.09% | +5,642 | New |
| Intelligent Financial Strategies | 5,624 | $1.30M | 1.10% | +544+10.7% | Added |
| 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 |
| Great Diamond Partners, LLC | 5,587 | $1.29M | 0.40% | +5,587 | New |
| Aureus Asset Management, LLC | 5,575 | $1.29M | 0.11% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 5,454 | $1.26M | 1.11% | +18+0.3% | Added |
| Redhawk Wealth Advisors, Inc. | 5,448 | $1.26M | 0.49% | +287+5.6% | Added |
| Bellecapital International Ltd. | 5,446 | $1.26M | 0.35% | 00.0% | Unchanged |
| Ascent Group, LLC | 5,427 | $1.26M | 0.15% | +248+4.8% | Added |
| 44 Wealth Management LLC | 5,408 | $1.25M | 0.43% | −18−0.3% | Reduced |
| Pathstone Family Office, LLC | 9,465 | $1.25M | 0.03% | +3,299+53.5% | Added |
| Tower Research Capital LLC (TRC) | 5,389 | $1.25M | 0.05% | −12,286−69.5% | Reduced |
| Fort Washington Investment Advisors Inc | 5,379 | $1.25M | 0.01% | −4,323−44.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,351 | $1.24M | 0.05% | +25+0.5% | Added |
| AE Wealth Management LLC | 5,308 | $1.23M | 0.01% | −597−10.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,263 | $1.22M | 0.11% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 5,169 | $1.20M | 0.03% | −23,492−82.0% | Reduced |
| Kestra Private Wealth Services, LLC | 5,175 | $1.20M | 0.06% | +167+3.3% | Added |
| Horizon Investments, LLC | 5,163 | $1.20M | 0.03% | −284−5.2% | Reduced |
| Bellwether Advisors, LLC | 5,151 | $1.19M | 0.35% | +5,140+46,727.3% | Added |
| Tempus Wealth Planning, LLC | 5,126 | $1.19M | 0.72% | +314+6.5% | Added |
| Gotham Asset Management, LLC | 5,121 | $1.19M | 0.03% | −5,158−50.2% | Reduced |
| Oxler Private Wealth LLC | 5,113 | $1.18M | 0.64% | +22+0.4% | Added |
| Transamerica Financial Advisors, Inc. | 5,109 | $1.18M | 0.17% | +266+5.5% | Added |
| HMS Capital Management, LLC | 5,106 | $1.18M | 0.80% | −211−4.0% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $1.18M | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 5,045 | $1.17M | 0.07% | 00.0% | Unchanged |
| Wendell David Associates Inc | 5,025 | $1.16M | 0.14% | −50−1.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,183 | $1.16M | 0.01% | −68,959−93.0% | Reduced |
| Marshall Financial Group LLC | 4,976 | $1.15M | 0.45% | +360+7.8% | Added |
| Laurel Wealth Advisors, Inc. | 4,928 | $1.14M | 0.11% | +10.0% | 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 |
| Bridges Investment Management Inc | 4,885 | $1.13M | 0.04% | +608+14.2% | Added |
| DuPont Capital Management Corp | 4,837 | $1.12M | 0.05% | −1,122−18.8% | Reduced |
| Welch & Forbes LLC | 4,836 | $1.12M | 0.02% | 00.0% | Unchanged |
| Meyer Handelman Co | 4,800 | $1.11M | 0.05% | 00.0% | Unchanged |
| Insight Advisors, LLC | 4,853 | $1.10M | 0.39% | +488+11.2% | Added |
| Ieq Capital, LLC | 4,762 | $1.10M | 0.03% | +62+1.3% | Added |
| Independent Wealth Network Inc. | 4,753 | $1.10M | 0.75% | +638+15.5% | Added |
| Aaron Wealth Advisors | 4,707 | $1.09M | 0.16% | −210−4.3% | Reduced |
| WSFS Capital Management, LLC | 4,700 | $1.09M | 0.12% | +4,700 | New |
| Gratus Capital LLC | 4,694 | $1.09M | 0.09% | −851−15.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,677 | $1.08M | 0.12% | −91−1.9% | Reduced |
| TrimTabs Asset Management, LLC | 4,618 | $1.07M | 0.70% | +101+2.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,607 | $1.07M | 0.03% | −848−15.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,579 | $1.06M | 0.47% | −164−3.5% | Reduced |
| Allegheny Financial Group LTD | 4,568 | $1.06M | 0.44% | +11+0.2% | Added |
| Ballentine Partners, LLC | 4,547 | $1.05M | 0.03% | +196+4.5% | Added |
| Avidian Wealth Solutions, LLC | 4,427 | $1.03M | 0.07% | +135+3.1% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 4,417 | $1.02M | 0.98% | +4,417 | New |
| Change Path, LLC | 4,413 | $1.02M | 0.06% | −1,655−27.3% | Reduced |
| Modera Wealth Management, LLC | 4,383 | $1.01M | 0.04% | +143+3.4% | Added |
| Gladstone Institutional Advisory LLC | 4,370 | $1.01M | 0.07% | +3,067+235.4% | Added |
| Geneos Wealth Management Inc. | 4,363 | $1.01M | 0.06% | +20.0% | Added |
| Sumitomo Life Insurance Co | 4,358 | $1.01M | 0.07% | −233−5.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,350 | $1.01M | 0.12% | 00.0% | Unchanged |
| Point72 Middle East FZE | 4,325 | $1.00M | 0.08% | +4,325 | New |
| Pinnacle Financial Partners Inc | 4,322 | $1.00M | 0.03% | +95+2.2% | Added |
| 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 |
| Two Sigma Advisers, LP | 4,299 | $995.5K | 0.00% | −1,601−27.1% | Reduced |
| BLB&B Advisors, LLC | 4,280 | $991.1K | 0.08% | −55−1.3% | Reduced |
| Donaldson Capital Management, LLC | 4,240 | $981.9K | 0.05% | −100−2.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,225 | $978.4K | 0.14% | +4,225 | New |
| Ingalls & Snyder LLC | 4,160 | $963.0K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 4,358 | $960.8K | 0.45% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,138 | $958.0K | 0.00% | −316−7.1% | Reduced |
| Busey Wealth Management | 4,122 | $954.5K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,121 | $954.4K | 0.07% | +1,525+58.7% | Added |
| First National Trust Co | 4,105 | $950.6K | 0.05% | −118−2.8% | Reduced |
| CWM, LLC | 4,101 | $950.0K | 0.01% | +640+18.5% | Added |
| Eudaimonia Partners, LLC | 4,082 | $945.3K | 0.23% | −133−3.2% | Reduced |