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 28 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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 2,883 | $667.6K | 0.02% | +27+0.9% | Added |
| Synovus Financial Corp | 2,877 | $666.5K | 0.01% | −139−4.6% | Reduced |
| Claro Advisors LLC | 2,857 | $661.5K | 0.22% | +411+16.8% | Added |
| Hunter Associates Investment Management LLC | 2,849 | $661.0K | 0.16% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 2,847 | $659.2K | 0.02% | +10.0% | Added |
| Patriot Investment Management Inc. | 3,011 | $658.7K | 0.06% | −4−0.1% | Reduced |
| Colony Family Offices, LLC | 2,795 | $647.2K | 0.27% | −539−16.2% | Reduced |
| Fulton Bank, N.A. | 2,777 | $643.0K | 0.04% | −16−0.6% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 2,765 | $640.3K | 1.04% | +792+40.1% | Added |
| WealthTrust Axiom LLC | 2,761 | $639.4K | 0.22% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,761 | $639.4K | 0.05% | +1,010+57.7% | Added |
| First American Trust, FSB | 2,760 | $639.0K | 0.10% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,744 | $635.6K | 0.05% | −205−7.0% | Reduced |
| Agf Management Ltd | 2,699 | $625.0K | 0.00% | +2,699 | New |
| Trust Co of Vermont | 2,697 | $624.5K | 0.05% | −20−0.7% | Reduced |
| Glenview Trust Co | 2,690 | $622.9K | 0.02% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,663 | $616.7K | 0.05% | +13+0.5% | Added |
| SL Advisors, LLC | 2,661 | $616.2K | 1.36% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 2,645 | $612.5K | 0.10% | −55−2.0% | Reduced |
| Atwater Malick LLC | 2,632 | $609.5K | 0.30% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 2,615 | $606.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 2,607 | $603.9K | 0.21% | +5+0.2% | Added |
| Parthenon LLC | 2,600 | $602.1K | 0.10% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,588 | $599.3K | 0.06% | −26−1.0% | Reduced |
| Columbia Asset Management | 2,585 | $599.0K | 0.15% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,580 | $597.5K | 0.05% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 2,558 | $592.4K | 0.02% | +451+21.4% | Added |
| Quantinno Capital Management LP | 2,538 | $588.0K | 0.04% | −727−22.3% | Reduced |
| Gyroscope Capital Management Group, LLC | 2,530 | $585.9K | 0.18% | +87+3.6% | Added |
| Level Four Advisory Services, LLC | 2,528 | $585.4K | 0.04% | −633−20.0% | Reduced |
| Comerica Securities,inc. | 2,522 | $584.1K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,521 | $584.0K | 0.02% | +332+15.2% | Added |
| Argent Trust Co | 2,508 | $580.8K | 0.04% | −44−1.7% | Reduced |
| Advisors Preferred, LLC | 2,556 | $580.0K | 0.25% | +60+2.4% | Added |
| Courier Capital LLC | 2,489 | $576.4K | 0.07% | 00.0% | Unchanged |
| Beck Bode, LLC | 2,483 | $575.0K | 0.13% | +2,483 | New |
| Schulhoff & Co Inc | 2,481 | $574.5K | 0.26% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,452 | $568.0K | 0.01% | −4,719−65.8% | Reduced |
| Herold Advisors, Inc. | 2,439 | $564.8K | 0.24% | +300+14.0% | Added |
| Armstrong Henry H Associates Inc | 2,430 | $562.7K | 0.07% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,401 | $556.1K | 0.28% | −75−3.0% | Reduced |
| Advisors Management Group Inc | 2,400 | $556.0K | 0.21% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 2,400 | $555.8K | 0.34% | 00.0% | Unchanged |
| Wintrust Investments LLC | 2,398 | $555.0K | 0.07% | +1,132+89.4% | Added |
| Green Harvest Asset Management LLC | 2,396 | $554.8K | 0.03% | +2,396 | New |
| Mount Yale Investment Advisors, LLC | 2,391 | $553.7K | 0.06% | +48+2.0% | Added |
| Sterling Manor Financial, LLC | 2,384 | $552.1K | 0.61% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,361 | $546.8K | 0.16% | +741+45.7% | Added |
| Angeles Investment Advisors, LLC | 2,350 | $544.2K | 0.05% | +44+1.9% | Added |
| Iowa State Bank | 2,329 | $539.0K | 0.14% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,769 | $538.6K | 0.01% | +161+10.0% | Added |
| Woodstock Corp | 2,315 | $536.1K | 0.07% | 00.0% | Unchanged |
| Advisor Resource Council | 2,312 | $535.4K | 0.32% | −56−2.4% | Reduced |
| LifeGuide Financial Advisors, LLC | 2,309 | $534.8K | 0.46% | +6+0.3% | Added |
| Ethic Inc. | 2,306 | $533.9K | 0.03% | +73+3.3% | Added |
| Westshore Wealth, LLC | 2,300 | $532.6K | 0.30% | +2,300 | New |
| Northeast Investment Management | 2,291 | $531.0K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,283 | $529.0K | 0.00% | +596+35.3% | Added |
| Klingman & Associates, LLC | 2,274 | $526.6K | 0.05% | −17−0.7% | Reduced |
| Fox Run Management, L.L.C. | 2,268 | $525.2K | 0.21% | +415+22.4% | Added |
| Associated Banc-Corp | 2,263 | $524.0K | 0.02% | 00.0% | Unchanged |
| Fiera Capital Corp | 2,240 | $518.7K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,234 | $517.3K | 0.02% | +114+5.4% | Added |
| Heartland Bank & Trust Co | 2,222 | $514.5K | 0.38% | −121−5.2% | Reduced |
| World Equity Group, Inc. | 2,219 | $513.9K | 0.12% | +2,219 | New |
| McClarren Financial Advisors, Inc. | 2,209 | $511.0K | 0.49% | +9+0.4% | Added |
| Proequities, Inc. | 2,201 | $509.7K | 0.04% | +76+3.6% | Added |
| E&G Advisors, LP | 2,200 | $509.5K | 0.19% | +100+4.8% | Added |
| Schear Investment Advisers, LLC | 2,197 | $508.8K | 0.63% | +2,197 | New |
| Duncker Streett & Co Inc | 2,192 | $507.6K | 0.12% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 2,182 | $506.0K | 0.01% | +15+0.7% | Added |
| First Hawaiian Bank | 2,177 | $504.0K | 0.02% | −848−28.0% | Reduced |
| 9258 Wealth Management, LLC | 2,161 | $500.4K | 0.11% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,145 | $497.0K | 0.10% | −4,565−68.0% | Reduced |
| Spears Abacus Advisors LLC | 2,135 | $494.4K | 0.05% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 2,125 | $492.1K | 0.13% | −20−0.9% | Reduced |
| CWA Asset Management Group, LLC | 2,123 | $491.6K | 0.04% | +140+7.1% | Added |
| Quantamental Technologies LLC | 2,106 | $487.7K | 0.22% | +2,106 | New |
| Godshalk Welsh Capital Management, Inc. | 2,100 | $486.3K | 0.35% | −240−10.3% | Reduced |
| Heritage Investment Group, Inc. | 2,084 | $483.0K | 0.15% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,083 | $482.5K | 0.05% | +2+0.1% | Added |
| Sequoia Financial Advisors, LLC | 2,057 | $476.3K | 0.01% | +2,057 | New |
| Tompkins Financial Corp | 2,036 | $472.0K | 0.07% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 2,035 | $471.2K | 0.31% | −20−1.0% | Reduced |
| Petrus Trust Company, LTA | 2,029 | $469.9K | 0.06% | +1,090+116.1% | Added |
| River Wealth Advisors LLC | 2,020 | $467.8K | 0.09% | +690+51.9% | Added |
| Mainstay Capital Management LLC | 2,000 | $463.1K | 0.10% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 2,000 | $463.1K | 0.11% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,000 | $463.0K | 0.13% | 00.0% | Unchanged |
| West Coast Financial LLC | 1,974 | $457.2K | 0.08% | −318−13.9% | Reduced |
| Townsend & Associates, Inc | 1,900 | $455.8K | 0.23% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,965 | $455.0K | 0.11% | +418+27.0% | Added |
| Cooper Financial Group | 1,962 | $454.2K | 0.14% | +228+13.1% | Added |
| Pavion Blue Capital, LLC | 1,952 | $452.0K | 0.29% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,941 | $449.5K | 0.06% | +22+1.1% | Added |
| Clarius Group, LLC | 1,935 | $448.0K | 0.04% | +51+2.7% | Added |
| Vise Technologies, Inc. | 1,926 | $446.1K | 0.14% | −323−14.4% | Reduced |
| Abundance Wealth Counselors | 1,915 | $443.0K | 0.12% | +1,915 | New |
| Private Advisor Group, LLC | 13,885 | $441.4K | 0.02% | +3,522+34.0% | Added |
| Simmons Bank | 1,903 | $440.7K | 0.04% | +31+1.7% | Added |