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, Q1 2023
Institutional positions in Hershey Co as of Mar 31, 2023. 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
- 1,337
- +70 vs. Q4 2022
- Shares held
- 115.3M
- +1.90M (+1.7%) vs. Q4 2022
- Total value
- $29.4B
- +$3.15B (+12.0%) vs. Q4 2022
- New holders
- 131
- 451 more added
- Sold out
- 61
- 456 more reduced
27 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,800 | $2.24M | 1.90% | −4,095−31.8% | Reduced |
| Howland Capital Management LLC | 8,822 | $2.24M | 0.14% | −74−0.8% | Reduced |
| Rafferty Asset Management, LLC | 8,908 | $2.27M | 0.02% | +703+8.6% | Added |
| Ostrum Asset Management | 8,911 | $2.27M | 0.20% | +8,911 | New |
| Stock Yards Bank & Trust Co | 8,984 | $2.29M | 0.09% | −110−1.2% | Reduced |
| Kestra Advisory Services, LLC | 9,020 | $2.29M | 0.02% | −3,438−27.6% | Reduced |
| Angeles Wealth Management, LLC | 9,034 | $2.30M | 0.34% | −503−5.3% | Reduced |
| Concorde Financial Corp | 9,154 | $2.33M | 1.70% | −11,588−55.9% | Reduced |
| Pinkerton Retirement Specialists, LLC | 9,160 | $2.33M | 0.44% | −464−4.8% | Reduced |
| G&S Capital LLC | 9,169 | $2.33M | 1.03% | −232−2.5% | Reduced |
| Chiron Investment Management, LLC | 9,231 | $2.35M | 0.42% | +9,231 | New |
| Brinker Capital Investments, LLC | 9,243 | $2.35M | 0.03% | +5,737+163.6% | Added |
| Orion Portfolio Solutions, LLC | 9,243 | $2.35M | 0.03% | +7,562+449.9% | Added |
| Suncoast Equity Management | 9,398 | $2.39M | 0.40% | +749+8.7% | Added |
| Campbell Newman Asset Management Inc | 9,400 | $2.39M | 0.23% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 9,427 | $2.40M | 1.36% | +140+1.5% | Added |
| Metis Global Partners, LLC | 9,517 | $2.42M | 0.16% | +1,338+16.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,521 | $2.42M | 0.03% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 8,860 | $2.43M | 0.87% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 9,600 | $2.44M | 0.06% | +100+1.1% | Added |
| Norinchukin Bank, The | 9,619 | $2.45M | 0.05% | +288+3.1% | Added |
| Mitchell Capital Management Co | 9,630 | $2.45M | 0.61% | +165+1.7% | Added |
| Edge Capital Group, LLC | 9,727 | $2.47M | 0.15% | +8,850+1,009.1% | Added |
| Smithfield Trust Co | 9,818 | $2.50M | 0.16% | +14+0.1% | Added |
| AdvisorShares Investments LLC | 9,868 | $2.51M | 0.78% | +3,500+55.0% | Added |
| Kempen Capital Management N.V. | 10,004 | $2.55M | 0.05% | +41+0.4% | Added |
| Leavell Investment Management, Inc. | 10,037 | $2.55M | 0.18% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 10,047 | $2.56M | 1.08% | +25+0.2% | Added |
| Captrust Financial Advisors | 10,083 | $2.57M | 0.01% | +8+0.1% | Added |
| Yacktman Asset Management LP | 10,200 | $2.59M | 0.03% | 00.0% | Unchanged |
| McRae Capital Management Inc | 10,203 | $2.60M | 0.75% | −48−0.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 10,212 | $2.60M | 0.37% | −1,055−9.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,391 | $2.64M | 0.14% | −10,240−49.6% | Reduced |
| Richard Bernstein Advisors LLC | 10,555 | $2.69M | 0.06% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 10,556 | $2.69M | 1.68% | −1,964−15.7% | Reduced |
| Wallace Capital Management Inc. | 10,594 | $2.70M | 0.44% | −25−0.2% | Reduced |
| Northstar Advisory Group, LLC | 10,660 | $2.71M | 2.03% | −76−0.7% | Reduced |
| Pacer Advisors, Inc. | 10,721 | $2.73M | 0.01% | −43,506−80.2% | Reduced |
| Summit Place Financial Advisors, LLC | 10,760 | $2.74M | 1.94% | +1,087+11.2% | Added |
| Ossiam | 10,958 | $2.79M | 0.06% | +4,228+62.8% | Added |
| Wakefield Asset Management LLLP | 10,964 | $2.79M | 1.16% | −134−1.2% | Reduced |
| Prospera Financial Services Inc | 11,037 | $2.81M | 0.12% | +739+7.2% | Added |
| Silvercrest Asset Management Group LLC | 11,052 | $2.81M | 0.02% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 11,060 | $2.81M | 0.38% | +766+7.4% | Added |
| Brookstone Capital Management | 11,005 | $2.85M | 0.06% | +3,946+55.9% | Added |
| Advisors Asset Management, Inc. | 11,284 | $2.87M | 0.06% | −4,304−27.6% | Reduced |
| Wendell David Associates Inc | 11,360 | $2.89M | 0.34% | +6,335+126.1% | Added |
| Keybank National Association | 11,372 | $2.89M | 0.01% | −2,972−20.7% | Reduced |
| Assetmark, Inc | 11,373 | $2.89M | 0.01% | +67+0.6% | Added |
| Burney Co | 11,464 | $2.92M | 0.14% | −838−6.8% | Reduced |
| Daiwa Securities Group Inc. | 11,469 | $2.92M | 0.02% | +1,098+10.6% | Added |
| Maryland State Retirement & Pension System | 11,478 | $2.92M | 0.07% | 00.0% | Unchanged |
| Kames Capital plc | 11,601 | $2.95M | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 11,620 | $2.96M | 0.11% | +73+0.6% | Added |
| Elo Mutual Pension Insurance Co | 11,735 | $2.99M | 0.09% | +365+3.2% | Added |
| Cetera Investment Advisers | 11,903 | $3.03M | 0.03% | −692−5.5% | Reduced |
| Rodgers Brothers Inc. | 12,043 | $3.06M | 0.59% | +38+0.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,087 | $3.08M | 0.36% | −150−1.2% | Reduced |
| Crossmark Global Holdings, Inc. | 12,193 | $3.10M | 0.07% | −1,478−10.8% | Reduced |
| Greenleaf Trust | 12,234 | $3.11M | 0.04% | −433−3.4% | Reduced |
| Next Level Private LLC | 12,251 | $3.12M | 2.45% | 00.0% | Unchanged |
| Hartford Investment Management Co | 12,371 | $3.15M | 0.11% | −1,498−10.8% | Reduced |
| Dean Investment Associates, LLC | 12,414 | $3.16M | 0.50% | −697−5.3% | Reduced |
| Bath Savings Trust Co | 12,417 | $3.16M | 0.39% | +1,622+15.0% | Added |
| Banque Cantonale Vaudoise | 12,451 | $3.17M | 0.16% | +8,493+214.6% | Added |
| Squarepoint Ops LLC | 12,464 | $3.17M | 0.02% | +11,366+1,035.2% | Added |
| Securian Asset Management, Inc | 12,471 | $3.17M | 0.08% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 12,493 | $3.18M | 0.11% | −110−0.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,710 | $3.23M | 0.08% | +12,710 | New |
| Signet Financial Management, LLC | 12,843 | $3.27M | 0.55% | +12,843 | New |
| D.A. Davidson & Co. | 12,941 | $3.29M | 0.04% | −10−0.1% | Reduced |
| JustInvest LLC | 12,944 | $3.29M | 0.11% | +1,717+15.3% | Added |
| Mount Lucas Management LP | 13,025 | $3.31M | 1.13% | +509+4.1% | Added |
| British Columbia Investment Management Corp | 13,087 | $3.33M | 0.03% | +78+0.6% | Added |
| Dearborn Partners LLC | 13,139 | $3.34M | 0.13% | −10−0.1% | Reduced |
| Ritholtz Wealth Management | 13,200 | $3.36M | 0.17% | +11,484+669.2% | Added |
| Geneva Partners, LLC | 13,206 | $3.36M | 2.87% | −2,592−16.4% | Reduced |
| Carret Asset Management, LLC | 13,400 | $3.41M | 0.47% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 13,406 | $3.41M | 0.12% | −25,597−65.6% | Reduced |
| KCM Investment Advisors LLC | 13,478 | $3.43M | 0.14% | −252−1.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,614 | $3.46M | 0.03% | 00.0% | Unchanged |
| Winton Group Ltd | 13,679 | $3.48M | 0.21% | −5,681−29.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,848 | $3.52M | 0.00% | −32−0.2% | Reduced |
| TKG Advisors, LLC | 13,905 | $3.54M | 2.20% | −51−0.4% | Reduced |
| Mengis Capital Management, Inc. | 13,935 | $3.55M | 0.75% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 15,248 | $3.57M | 0.02% | −16,472−51.9% | Reduced |
| Bank of Nova Scotia | 14,131 | $3.60M | 0.01% | −61,413−81.3% | Reduced |
| Money Concepts Capital Corp | 13,953 | $3.61M | 0.20% | −966−6.5% | Reduced |
| WBI Investments | 14,293 | $3.64M | 0.73% | +14,293 | New |
| HRT Financial LP | 14,300 | $3.64M | 0.04% | +14,300 | New |
| Venture Visionary Partners LLC | 14,310 | $3.64M | 0.23% | +9+0.1% | Added |
| Chesley Taft & Associates LLC | 14,324 | $3.64M | 0.24% | −735−4.9% | Reduced |
| Beacon Pointe Advisors, LLC | 14,334 | $3.65M | 0.06% | +26+0.2% | Added |
| Bokf, NA | 14,343 | $3.65M | 0.08% | −540−3.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 14,405 | $3.66M | 0.32% | +560+4.0% | Added |
| Kennon-Green & Company, LLC | 14,420 | $3.67M | 3.47% | −380−2.6% | Reduced |
| Investment Management Corp of Ontario | 14,454 | $3.68M | 0.15% | −4,902−25.3% | Reduced |
| Eukles Asset Management | 14,642 | $3.73M | 2.03% | −66−0.4% | Reduced |
| Atlantic Trust, LLC | 14,674 | $3.73M | 1.19% | +1,366+10.3% | Added |
| Teza Capital Management LLC | 14,699 | $3.74M | 0.81% | +14,699 | New |