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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 4,067 | $942.0K | 0.06% | +207+5.4% | Added |
| PFG Advisors | 4,049 | $937.6K | 0.09% | +1,842+83.5% | Added |
| Franklin Street Advisors Inc | 4,030 | $933.0K | 0.09% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,007 | $928.0K | 0.21% | −9−0.2% | Reduced |
| 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 |
| 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 |
| Engineers Gate Manager LP | 3,984 | $922.6K | 0.06% | +3,984 | New |
| Old National Bancorp | 3,974 | $920.0K | 0.03% | −548−12.1% | Reduced |
| 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 |
| 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 |
| Valley Forge Investment Consultants Inc Adv | 3,925 | $908.9K | 0.48% | −43−1.1% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,923 | $908.4K | 0.63% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 3,860 | $900.3K | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,852 | $892.0K | 0.09% | +309+8.7% | Added |
| Bartlett & Co. LLC | 3,813 | $883.0K | 0.02% | −3−0.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,813 | $883.0K | 0.02% | −3−0.1% | Reduced |
| Zimmermann Investment Management & Planning LLC | 3,806 | $881.4K | 0.51% | +5+0.1% | Added |
| Boothbay Fund Management, LLC | 3,806 | $881.4K | 0.03% | −2,405−38.7% | Reduced |
| 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 |
| Field & Main Bank | 3,799 | $879.7K | 0.57% | +90+2.4% | Added |
| Cim, LLC | 3,722 | $875.2K | 0.17% | +3,722 | New |
| Diligent Investors, LLC | 3,777 | $874.6K | 0.29% | −100−2.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,757 | $870.0K | 0.02% | +384+11.4% | Added |
| Wescott Financial Advisory Group, LLC | 3,752 | $868.9K | 0.19% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,700 | $856.8K | 0.29% | +73+2.0% | Added |
| Verdence Capital Advisors LLC | 3,699 | $856.5K | 0.11% | +10.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,692 | $854.9K | 0.04% | −1,743−32.1% | Reduced |
| BerganKDV Wealth Management, LLC | 3,664 | $848.5K | 0.09% | −609−14.3% | Reduced |
| Impax Asset Management Group plc | 3,657 | $846.9K | 0.00% | −855−18.9% | Reduced |
| Two Sigma Securities, LLC | 3,651 | $845.5K | 0.12% | +2,243+159.3% | Added |
| Boenning & Scattergood, Inc. | 3,900 | $845.0K | 0.14% | −10.0% | Reduced |
| Jacobi Capital Management LLC | 3,634 | $841.7K | 0.11% | +10.0% | Added |
| Symphony Financial, Ltd. Co. | 3,754 | $838.1K | 0.22% | +2,835+308.5% | Added |
| Headinvest, LLC | 3,617 | $837.6K | 0.19% | −41−1.1% | Reduced |
| Graypoint LLC | 3,609 | $835.8K | 0.10% | +3,609 | New |
| 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 |
| Farmers Trust Co | 3,589 | $831.0K | 0.19% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 3,585 | $829.0K | 0.13% | −3,456−49.1% | Reduced |
| Qtron Investments LLC | 3,573 | $827.4K | 0.17% | −363−9.2% | Reduced |
| Boston Private Wealth LLC | 3,510 | $812.8K | 0.01% | −420−10.7% | Reduced |
| Garrison Point Advisors, LLC | 3,509 | $812.6K | 0.66% | +675+23.8% | Added |
| Brinker Capital Investments, LLC | 3,506 | $811.9K | 0.02% | −26−0.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,489 | $808.0K | 0.04% | +3,489 | New |
| Hilltop Holdings Inc. | 3,471 | $803.8K | 0.10% | +21+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 3,466 | $802.9K | 0.04% | +864+33.2% | Added |
| Tarbox Family Office, Inc. | 3,433 | $794.9K | 0.17% | +1,152+50.5% | Added |
| Park Avenue Securities LLC | 3,421 | $792.0K | 0.01% | +242+7.6% | Added |
| Ade, LLC | 3,420 | $792.0K | 0.60% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,405 | $788.5K | 0.09% | +4+0.1% | Added |
| Systematic Alpha Investments, LLC | 3,401 | $787.6K | 0.04% | +3,401 | New |
| United Capital Financial Advisers, LLC | 3,389 | $784.8K | 0.00% | −81−2.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,375 | $781.5K | 0.22% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 3,364 | $779.0K | 0.06% | +2,150+177.1% | Added |
| Western Financial Corp | 3,335 | $772.2K | 0.50% | +3,335 | New |
| America First Investment Advisors, LLC | 3,327 | $770.0K | 0.23% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,319 | $768.6K | 0.15% | −100−2.9% | Reduced |
| 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 |
| Ami Asset Management Corp | 3,301 | $764.0K | 0.05% | +619+23.1% | Added |
| Valley Brook Capital Group | 3,297 | $763.4K | 0.73% | +10.0% | Added |
| Centaurus Financial, Inc. | 3,293 | $763.0K | 0.07% | +221+7.2% | Added |
| Douglass Winthrop Advisors, LLC | 3,284 | $760.0K | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,259 | $754.7K | 0.06% | +448+15.9% | Added |
| Brighton Jones LLC | 3,258 | $754.5K | 0.05% | +3,258 | New |
| Diversified Trust Co | 3,239 | $750.0K | 0.03% | +564+21.1% | Added |
| Fernwood Investment Management, LLC | 3,225 | $746.8K | 0.31% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,176 | $735.5K | 0.04% | +119+3.9% | Added |
| Trust Co of Toledo NA | 3,170 | $734.0K | 0.14% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,147 | $728.8K | 0.07% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,146 | $728.5K | 0.04% | −174−5.2% | Reduced |
| HM Payson & Co | 3,145 | $728.3K | 0.02% | +45+1.5% | Added |
| National Asset Management, Inc. | 3,144 | $728.2K | 0.02% | −1,629−34.1% | Reduced |
| Neo Ivy Capital Management | 3,120 | $722.0K | 0.49% | +3,120 | New |
| Oakworth Capital, Inc. | 3,076 | $712.3K | 0.07% | 00.0% | Unchanged |
| Domani Wealth, LLC | 3,060 | $709.0K | 0.18% | −445−12.7% | Reduced |
| Waters Parkerson & Co., LLC | 3,038 | $704.0K | 0.04% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,039 | $703.7K | 0.15% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 3,037 | $703.3K | 0.02% | +262+9.4% | Added |
| Caldwell Trust Co | 3,035 | $702.8K | 0.10% | −100−3.2% | Reduced |
| Meridian Wealth Management, LLC | 3,034 | $702.6K | 0.07% | +1,525+101.1% | Added |
| Univest Financial Corp | 3,027 | $701.0K | 0.22% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 3,017 | $698.6K | 0.47% | +1,543+104.7% | Added |
| Prio Wealth Limited Partnership | 3,000 | $694.7K | 0.03% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,986 | $691.4K | 0.05% | −16−0.5% | Reduced |
| M&R Capital Management Inc | 2,950 | $683.1K | 0.19% | +200+7.3% | Added |
| Sound View Wealth Advisors Group, LLC | 3,661 | $682.6K | 0.08% | +144+4.1% | Added |
| Acrisure Capital Management, LLC | 2,943 | $681.5K | 0.75% | +2,943 | New |
| Signaturefd, LLC | 2,938 | $680.4K | 0.02% | −230−7.3% | Reduced |
| Lincoln Capital LLC | 2,936 | $680.0K | 0.20% | −81−2.7% | Reduced |
| Weatherly Asset Management L. P. | 2,930 | $678.5K | 0.09% | −115−3.8% | Reduced |
| Strategy Asset Managers LLC | 2,917 | $675.0K | 0.17% | +2+0.1% | Added |
| Hardman Johnston Global Advisors LLC | 2,900 | $671.6K | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,896 | $671.0K | 0.02% | +138+5.0% | Added |