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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 1,902 | $440.5K | 0.03% | −2−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 1,899 | $440.0K | 0.01% | −82−4.1% | Reduced |
| Ledyard National Bank | 1,900 | $440.0K | 0.05% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,899 | $439.8K | 0.05% | +324+20.6% | Added |
| Grandfield & Dodd, LLC | 1,897 | $439.5K | 0.03% | 00.0% | Unchanged |
| Forte Capital LLC | 1,896 | $439.1K | 0.08% | +95+5.3% | Added |
| Douglas Lane & Associates, LLC | 1,895 | $438.8K | 0.01% | −175−8.5% | Reduced |
| Smith Anglin Financial, LLC | 1,890 | $437.6K | 0.08% | +131+7.4% | Added |
| Silverlake Wealth Management LLC | 1,876 | $434.4K | 0.27% | +1+0.1% | Added |
| Hall Capital Management Co Inc | 1,875 | $434.2K | 0.26% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,869 | $432.8K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,869 | $432.8K | 0.05% | +414+28.5% | Added |
| King Luther Capital Management Corp | 1,863 | $431.4K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,857 | $430.2K | 0.01% | +166+9.8% | Added |
| Fort, L.P. | 1,857 | $430.0K | 0.65% | −754−28.9% | Reduced |
| Sippican Capital Advisors | 1,850 | $428.0K | 0.41% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,850 | $428.0K | 0.22% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,845 | $427.2K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,836 | $425.2K | 0.02% | +1,836 | New |
| Northwest Investment Counselors, LLC | 1,832 | $424.2K | 0.12% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 1,810 | $419.1K | 0.36% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,808 | $419.0K | 0.09% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,811 | $419.0K | 0.26% | +1,811 | New |
| Lincoln National Corp | 1,808 | $418.8K | 0.01% | −435−19.4% | Reduced |
| Madden Securities Corp | 1,801 | $417.1K | 0.22% | −15−0.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 1,800 | $416.8K | 0.04% | +300+20.0% | Added |
| Sanchez Wealth Management Group | 1,799 | $416.6K | 0.20% | −103−5.4% | Reduced |
| First Horizon Advisors, Inc. | 1,791 | $414.7K | 0.02% | +44+2.5% | Added |
| Ironwood Investment Counsel, LLC | 1,788 | $414.2K | 0.10% | −97−5.1% | Reduced |
| Barr E S & Co | 1,786 | $413.6K | 0.03% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,784 | $413.0K | 0.07% | +12+0.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,782 | $412.6K | 0.11% | +1,782 | New |
| Sepio Capital, LP | 1,780 | $412.2K | 0.04% | −16−0.9% | Reduced |
| Allworth Financial LP | 1,779 | $412.0K | 0.00% | +50+2.9% | Added |
| Resources Investment Advisors, LLC. | 1,775 | $411.0K | 0.01% | +37+2.1% | Added |
| Altrius Capital Management Inc | 1,768 | $409.4K | 0.13% | +1,768 | New |
| FineMark National Bank & Trust | 1,767 | $409.2K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 1,766 | $409.0K | 0.14% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 1,754 | $406.2K | 0.22% | +1,754 | New |
| Thomas White International Ltd | 1,742 | $403.4K | 0.09% | −558−24.3% | Reduced |
| Parsec Financial Management, Inc. | 1,733 | $401.3K | 0.02% | −280−13.9% | Reduced |
| Clear Harbor Asset Management, LLC | 1,732 | $401.1K | 0.05% | 00.0% | Unchanged |
| Monument Capital Management | 1,728 | $400.2K | 0.14% | +143+9.0% | Added |
| Inscription Capital, LLC | 1,717 | $397.5K | 0.14% | −785−31.4% | Reduced |
| Northwest Bancshares, Inc. | 1,716 | $397.4K | 0.08% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,716 | $397.4K | 0.02% | −120−6.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,827 | $396.5K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 1,712 | $396.4K | 0.04% | +263+18.2% | Added |
| Mechanics Bank Trust Department | 1,712 | $396.4K | 0.07% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,706 | $395.0K | 0.04% | +15+0.9% | Added |
| Machina Capital S.A.S. | 1,700 | $393.7K | 0.73% | +1,700 | New |
| Vident Investment Advisory, LLC | 1,694 | $392.3K | 0.01% | −6,581−79.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,694 | $392.3K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 1,688 | $390.9K | 0.01% | +1,688 | New |
| Orion Portfolio Solutions, LLC | 1,681 | $389.3K | 0.01% | +462+37.9% | Added |
| Hartford Financial Management Inc. | 1,678 | $388.5K | 0.10% | +2+0.1% | Added |
| FDx Advisors, Inc. | 1,673 | $387.0K | 0.02% | −152−8.3% | Reduced |
| Meeder Advisory Services, Inc. | 1,671 | $387.0K | 0.05% | +1,671 | New |
| Cannon Financial Strategists, Inc. | 1,660 | $384.4K | 0.14% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,659 | $384.2K | 0.06% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,645 | $380.9K | 0.04% | −85−4.9% | Reduced |
| Laidlaw Wealth Management LLC | 1,639 | $379.5K | 0.08% | +279+20.5% | Added |
| Ignite Planners, LLC | 1,979 | $377.6K | 0.16% | −33−1.6% | Reduced |
| Apeiron RIA LLC | 1,627 | $376.7K | 0.14% | +21+1.3% | Added |
| Fund Management at Engine No. 1 LLC | 1,619 | $374.9K | 0.09% | +207+14.7% | Added |
| Montag A & Associates Inc | 1,617 | $374.4K | 0.03% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,607 | $372.1K | 0.05% | −3−0.2% | Reduced |
| Northstar Group, Inc. | 1,602 | $371.0K | 0.11% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,589 | $368.0K | 0.02% | +144+10.0% | Added |
| First National Bank of Hutchinson | 1,586 | $367.3K | 0.31% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 1,567 | $362.9K | 0.07% | −100−6.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,564 | $362.2K | 0.04% | +422+37.0% | Added |
| Avestar Capital, LLC | 1,561 | $361.5K | 0.08% | −43−2.7% | Reduced |
| First National Bank & Trust Co of Newtown | 1,557 | $360.6K | 0.08% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,553 | $359.6K | 0.05% | +167+12.0% | Added |
| Kanawha Capital Management LLC | 1,550 | $359.0K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 1,550 | $358.9K | 0.05% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,546 | $358.1K | 0.13% | +1+0.1% | Added |
| Main Street Financial Solutions, LLC | 1,543 | $357.4K | 0.06% | −41−2.6% | Reduced |
| Colonial River Wealth Management, LLC | 1,539 | $356.4K | 0.23% | −59−3.7% | Reduced |
| Evercore Wealth Management, LLC | 1,538 | $356.2K | 0.01% | +11+0.7% | Added |
| Perigon Wealth Management, LLC | 1,535 | $355.5K | 0.02% | +358+30.4% | Added |
| Cambridge Trust Co | 1,527 | $354.0K | 0.02% | −74−4.6% | Reduced |
| Northeast Financial Group, Inc. | 1,529 | $354.0K | 0.28% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 1,527 | $353.7K | 0.18% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,526 | $353.4K | 0.12% | 00.0% | Unchanged |
| J2 Capital Management Inc | 1,525 | $353.1K | 0.61% | +54+3.7% | Added |
| Cassia Capital Partners, LLC | 1,524 | $352.9K | 0.29% | −357−19.0% | Reduced |
| Peterson Wealth Management | 1,520 | $352.1K | 0.36% | −130−7.9% | Reduced |
| Profund Advisors LLC | 1,517 | $351.3K | 0.02% | +9+0.6% | Added |
| Bridgefront Capital, LLC | 1,516 | $351.1K | 0.24% | +1,516 | New |
| Beaton Management Co. Inc. | 1,509 | $349.0K | 0.23% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,504 | $348.3K | 0.04% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,501 | $347.6K | 0.06% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,500 | $347.4K | 0.06% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,500 | $347.0K | 0.13% | −3,024−66.8% | Reduced |
| Girard Partners Ltd. | 1,497 | $346.7K | 0.04% | −46−3.0% | Reduced |
| Papp L Roy & Associates | 1,495 | $346.2K | 0.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,491 | $345.4K | 0.03% | +12+0.8% | Added |
| Checchi Capital Advisers, LLC | 1,478 | $342.3K | 0.04% | −89−5.7% | Reduced |