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 29 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 |
|---|---|---|---|---|---|
| Wade G W & Inc | 794 | $202.0K | 0.01% | −84−9.6% | Reduced |
| Sterling Manor Financial, LLC | 794 | $202.0K | 0.20% | −1,590−66.7% | Reduced |
| Country Club Bank | 800 | $202.6K | 0.02% | +800 | New |
| Coston, McIsaac & Partners | 800 | $203.0K | 0.08% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 800 | $203.5K | 0.05% | +800 | New |
| Wellington Shields & Co., LLC | 800 | $203.5K | 0.05% | +800 | New |
| Epic Trust Investment Advisors, LLC | 801 | $203.9K | 0.26% | +801 | New |
| Vantage Consulting Group Inc | 805 | $204.8K | 0.12% | +805 | New |
| Syntax Advisors, LLC | 805 | $204.8K | 0.16% | +805 | New |
| Hantz Financial Services, Inc. | 809 | $206.0K | 0.01% | +2+0.2% | Added |
| Am Investment Strategies LLC | 808 | $206.0K | 0.07% | +808 | New |
| Waldron Private Wealth LLC | 811 | $206.3K | 0.01% | +811 | New |
| Financial Advocates Investment Management | 812 | $206.5K | 0.02% | +812 | New |
| TCI Wealth Advisors, Inc. | 813 | $206.8K | 0.03% | +1+0.1% | Added |
| Anchor Investment Management, LLC | 813 | $206.8K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 814 | $207.0K | 0.03% | −55−6.3% | Reduced |
| JFS Wealth Advisors, LLC | 814 | $207.1K | 0.02% | −10−1.2% | Reduced |
| Mather Group, LLC. | 816 | $207.7K | 0.00% | −117−12.5% | Reduced |
| Warren Averett Asset Management, LLC | 819 | $208.4K | 0.01% | +819 | New |
| Scholtz & Company, LLC | 820 | $209.0K | 0.15% | −163−16.6% | Reduced |
| Collective Family Office LLC | 825 | $209.9K | 0.09% | +825 | New |
| Granite Harbor Advisors, Inc. | 828 | $210.7K | 0.19% | +828 | New |
| WealthShield Partners, LLC | 830 | $211.2K | 0.03% | −200−19.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 830 | $211.2K | 0.04% | +830 | New |
| Ameritas Advisory Services, LLC | 832 | $211.8K | 0.01% | −321−27.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 835 | $212.0K | 0.01% | +835 | New |
| Wealth Architects, LLC | 834 | $212.1K | 0.04% | +834 | New |
| Massmutual Trust Co FSB | 834 | $212.2K | 0.01% | +120+16.8% | Added |
| First Horizon Advisors, Inc. | 836 | $212.7K | 0.01% | −955−53.3% | Reduced |
| GYL Financial Synergies, LLC | 838 | $213.2K | 0.03% | +838 | New |
| Shell Asset Management Co | 840 | $214.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 845 | $215.0K | 0.12% | +845 | New |
| Accretive Wealth Partners, LLC | 845 | $215.0K | 0.14% | +845 | New |
| ShankerValleau Wealth Advisors, Inc. | 847 | $215.5K | 0.13% | +847 | New |
| Northcape Wealth Management, LLC | 850 | $216.2K | 0.08% | +850 | New |
| Range Financial Group LLC | 855 | $217.5K | 0.14% | +855 | New |
| Holderness Investments Co | 858 | $218.2K | 0.09% | +858 | New |
| Thomasville National Bank | 858 | $218.3K | 0.02% | +858 | New |
| Acorn Wealth Advisors, LLC | 860 | $218.7K | 0.16% | +860 | New |
| LeJeune Puetz Investment Counsel LLC | 860 | $218.8K | 0.08% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 862 | $219.3K | 0.19% | +862 | New |
| New Millennium Group LLC | 862 | $219.4K | 0.22% | −290−25.2% | Reduced |
| Econ Financial Services Corp | 864 | $219.8K | 0.17% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 870 | $221.3K | 0.03% | +48+5.8% | Added |
| Capital Advisors Inc | 875 | $222.6K | 0.01% | +8+0.9% | Added |
| Choate Investment Advisors | 876 | $222.9K | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 882 | $224.4K | 0.02% | −11,899−93.1% | Reduced |
| Drive Wealth Management, LLC | 892 | $227.0K | 0.10% | +892 | New |
| State of Wyoming | 894 | $227.4K | 0.07% | +303+51.3% | Added |
| New Hampshire Trust | 895 | $227.7K | 0.06% | −20−2.2% | Reduced |
| StoneX Group Inc. | 895 | $227.7K | 0.02% | +895 | New |
| Global Retirement Partners, LLC | 832 | $228.2K | 0.01% | +236+39.6% | Added |
| Empower Advisory Group, LLC | 890 | $228.9K | 0.00% | +890 | New |
| Perpetual Ltd | 900 | $229.0K | 0.00% | +900 | New |
| D'Orazio & Associates, Inc. | 901 | $229.2K | 0.06% | +901 | New |
| Paragon Capital Management Ltd | 901 | $229.2K | 0.05% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 908 | $231.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 910 | $231.5K | 0.09% | +24+2.7% | Added |
| Hanson & Doremus Investment Management | 913 | $232.0K | 0.05% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 912 | $232.0K | 0.00% | −173,148−99.5% | Reduced |
| Gateway Investment Advisers LLC | 914 | $232.5K | 0.00% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 915 | $232.8K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 918 | $233.6K | 0.02% | +1+0.1% | Added |
| Front Barnett Associates LLC | 919 | $234.0K | 0.03% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 925 | $235.3K | 0.12% | −225−19.6% | Reduced |
| Lowe Wealth Advisors, LLC | 931 | $236.8K | 0.13% | +1+0.1% | Added |
| Northwest Bancshares, Inc. | 933 | $237.4K | 0.05% | −783−45.6% | Reduced |
| True Link Financial Advisors, LLC | 935 | $237.9K | 0.03% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 935 | $237.9K | 0.06% | +4+0.4% | Added |
| Warner Financial, Inc | 941 | $239.0K | 0.17% | +3+0.3% | Added |
| ARS Investment Partners, LLC | 941 | $239.4K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 941 | $239.4K | 0.03% | +30+3.3% | Added |
| Diversified, LLC | 943 | $239.8K | 0.09% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 945 | $240.5K | 0.20% | +945 | New |
| Rooted Wealth Advisors, Inc. | 941 | $241.0K | 0.18% | −459−32.8% | Reduced |
| Etfidea, LLC | 955 | $243.0K | 0.11% | 00.0% | Unchanged |
| Rothschild Investment Corp | 962 | $245.0K | 0.02% | +52+5.7% | Added |
| Ausdal Financial Partners, Inc. | 963 | $245.0K | 0.03% | +1+0.1% | Added |
| Sage Financial Group Inc | 965 | $245.5K | 0.03% | −117−10.8% | Reduced |
| Sentry Investment Management LLC | 966 | $246.0K | 0.10% | −11−1.1% | Reduced |
| Bell Bank | 973 | $247.5K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 975 | $248.1K | 0.02% | +25+2.6% | Added |
| Fisher Asset Management, LLC | 975 | $248.1K | 0.00% | +975 | New |
| Tandem Wealth Advisors LLC | 978 | $248.8K | 0.15% | −3−0.3% | Reduced |
| Iams Wealth Management, LLC | 984 | $249.2K | 0.21% | +984 | New |
| Enterprise Financial Services Corp | 989 | $251.6K | 0.16% | −12−1.2% | Reduced |
| Good Life Advisors, LLC | 994 | $253.0K | 0.03% | +994 | New |
| Hyman Charles D | 1,000 | $254.0K | 0.02% | 00.0% | Unchanged |
| Gabelli Funds LLC | 1,000 | $254.4K | 0.00% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 1,000 | $254.4K | 0.10% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,000 | $254.4K | 0.08% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,005 | $256.0K | 0.02% | −173−14.7% | Reduced |
| NinePointTwo Capital | 1,015 | $258.0K | 0.10% | +1,015 | New |
| NewEdge Wealth, LLC | 1,015 | $258.3K | 0.01% | +54+5.6% | Added |
| Segall Bryant & Hamill, LLC | 1,020 | $259.0K | 0.00% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,018 | $259.0K | 0.09% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,027 | $261.0K | 0.07% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 1,028 | $261.9K | 0.07% | −134−11.5% | Reduced |
| Hancock Whitney Corp | 1,028 | $262.0K | 0.01% | +1+0.1% | Added |
| Aberdeen Wealth Management LLC | 1,032 | $262.6K | 0.20% | −67−6.1% | Reduced |