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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 6,612 | $263.7K | 0.01% | −11,553−63.6% | Reduced |
| WFA of San Diego, LLC | 1,037 | $263.8K | 0.28% | +37+3.7% | Added |
| Washington Trust Bank | 1,041 | $264.8K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,041 | $265.0K | 0.06% | +490+88.9% | Added |
| TRUE Private Wealth Advisors | 1,043 | $265.4K | 0.04% | +18+1.8% | Added |
| Prestige Wealth Management Group LLC | 1,045 | $265.9K | 0.07% | +851+438.7% | Added |
| Hallmark Capital Management Inc | 1,050 | $267.1K | 0.02% | −100−8.7% | Reduced |
| YHB Investment Advisors, Inc. | 1,050 | $267.1K | 0.03% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 985 | $269.0K | 0.18% | +7+0.7% | Added |
| Bessemer Securities LLC | 1,058 | $269.0K | 0.13% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 1,060 | $269.7K | 0.10% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,064 | $270.7K | 0.02% | +578+118.9% | Added |
| Delta Financial Group, Inc. | 1,064 | $271.0K | 0.11% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,067 | $271.4K | 0.03% | −8−0.7% | Reduced |
| Capula Management Ltd | 1,069 | $272.0K | 0.02% | −8,223−88.5% | Reduced |
| Lifeworks Advisors, LLC | 1,069 | $272.0K | 0.13% | +1,069 | New |
| Quadrant Private Wealth Management, LLC | 1,070 | $272.3K | 0.08% | −11−1.0% | Reduced |
| Van Cleef Asset Management,Inc | 1,075 | $273.5K | 0.04% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,078 | $274.3K | 0.05% | +166+18.2% | Added |
| Capital Financial Planning, LLC | 1,079 | $274.4K | 0.11% | +2+0.2% | Added |
| Cypress Capital Group | 1,082 | $275.3K | 0.04% | −7−0.6% | Reduced |
| Empowered Funds, LLC | 1,088 | $276.8K | 0.02% | +1,088 | New |
| W Advisors, LLC | 1,096 | $278.8K | 0.23% | 00.0% | Unchanged |
| Connolly Sarah T. | 1,100 | $279.9K | 0.18% | −200−15.4% | Reduced |
| Alliance Wealth Management Group | 1,100 | $279.9K | 0.10% | 00.0% | Unchanged |
| Towercrest Capital Management | 1,100 | $279.9K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,100 | $280.0K | 0.19% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 1,099 | $280.0K | 0.02% | +1,099 | New |
| Running Point Capital Advisors, LLC | 1,104 | $280.9K | 0.17% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,108 | $281.9K | 0.09% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 1,111 | $282.6K | 0.15% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 1,120 | $284.9K | 0.12% | +1,120 | New |
| NBT Bank N A | 1,120 | $284.9K | 0.04% | 00.0% | Unchanged |
| Fort, L.P. | 1,121 | $285.2K | 0.74% | −736−39.6% | Reduced |
| Farmers National Bank | 1,122 | $285.4K | 0.10% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,104 | $285.5K | 0.10% | +288+35.3% | Added |
| Tiemann Investment Advisors, LLC | 1,127 | $286.7K | 0.16% | +137+13.8% | Added |
| AlphaCentric Advisors LLC | 1,128 | $287.0K | 0.20% | −16−1.4% | Reduced |
| Wealth Alliance | 1,128 | $287.1K | 0.05% | −206−15.4% | Reduced |
| Financial Consulate, Inc | 1,143 | $290.7K | 0.10% | −403−26.1% | Reduced |
| True North Advisors, LLC | 1,145 | $291.3K | 0.09% | +3+0.3% | Added |
| Creative Financial Designs Inc | 1,146 | $291.6K | 0.04% | +153+15.4% | Added |
| PFS Investments Inc. | 1,124 | $292.0K | 0.01% | −35−3.0% | Reduced |
| CFM Wealth Partners LLC | 1,148 | $292.1K | 0.08% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,148 | $292.1K | 0.54% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 1,149 | $292.3K | 0.04% | −62−5.1% | Reduced |
| RWM Asset Management, LLC | 1,150 | $292.7K | 0.06% | −225−16.4% | Reduced |
| V Wealth Advisors LLC | 1,151 | $292.9K | 0.05% | +40+3.6% | Added |
| Stratos Wealth Advisors, LLC | 1,152 | $293.2K | 0.02% | +105+10.0% | Added |
| Arkadios Wealth Advisors | 1,156 | $294.0K | 0.04% | +8+0.7% | Added |
| Harbor Investment Advisory, LLC | 1,163 | $295.9K | 0.04% | −75−6.1% | Reduced |
| Clean Yield Group | 1,166 | $296.6K | 0.13% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,166 | $296.8K | 0.03% | +4+0.3% | Added |
| Hudson Valley Investment Advisors Inc | 1,170 | $297.7K | 0.04% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 1,179 | $299.8K | 0.13% | +5+0.4% | Added |
| First City Capital Management, Inc. | 1,100 | $300.4K | 0.18% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,183 | $301.0K | 0.04% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,175 | $303.1K | 0.21% | +1,175 | New |
| Personal Cfo Solutions, LLC | 1,192 | $303.3K | 0.06% | +10+0.8% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,200 | $305.3K | 0.21% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,224 | $311.4K | 0.01% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 1,240 | $315.5K | 0.02% | −200−13.9% | Reduced |
| Strategic Financial Services, Inc, | 1,244 | $316.5K | 0.02% | 00.0% | Unchanged |
| Select Asset Management & Trust | 1,250 | $318.0K | 0.28% | 00.0% | Unchanged |
| Peterson Wealth Management | 1,255 | $319.4K | 0.31% | −265−17.4% | Reduced |
| MTM Investment Management, LLC | 1,265 | $322.0K | 0.17% | +55+4.5% | Added |
| Avantax Planning Partners, Inc. | 1,272 | $323.6K | 0.01% | +200+18.7% | Added |
| RFG Advisory, LLC | 1,275 | $324.5K | 0.02% | +279+28.0% | Added |
| NTV Asset Management LLC | 1,276 | $324.6K | 0.06% | +4+0.3% | Added |
| Parnassus Investments | 1,276 | $324.6K | 0.00% | +361+39.5% | Added |
| Hills Bank & Trust Co | 1,277 | $324.9K | 0.04% | −12−0.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,282 | $326.2K | 0.01% | −28−2.1% | Reduced |
| Great Lakes Retirement, Inc. | 1,289 | $327.9K | 0.06% | +1,289 | New |
| Liberty Wealth Management LLC | 1,290 | $328.2K | 0.07% | +1,290 | New |
| Gallacher Capital Management LLC | 1,291 | $328.5K | 0.20% | −41−3.1% | Reduced |
| Madison Asset Management, LLC | 1,297 | $330.0K | 0.01% | −6−0.5% | Reduced |
| Terry L. Blaker | 1,300 | $330.7K | 0.03% | −2,000−60.6% | Reduced |
| Equitable Trust Co | 1,300 | $330.7K | 0.03% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,308 | $332.7K | 0.07% | +354+37.1% | Added |
| Alpha Omega Wealth Management LLC | 1,310 | $333.3K | 0.06% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,313 | $334.1K | 0.03% | +4+0.3% | Added |
| Kornitzer Capital Management Inc | 1,315 | $334.5K | 0.01% | 00.0% | Unchanged |
| Colony Group LLC | 1,331 | $339.0K | 0.01% | +24+1.8% | Added |
| Mogy Joel R Investment Counsel Inc | 1,333 | $339.1K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,345 | $342.2K | 0.02% | −101−7.0% | Reduced |
| Chicago Partners Investment Group LLC | 1,314 | $343.0K | 0.02% | +3+0.2% | Added |
| Northeast Financial Group, Inc. | 1,529 | $343.3K | 0.25% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 1,355 | $344.8K | 0.13% | −67−4.7% | Reduced |
| Pitcairn Co | 1,362 | $346.5K | 0.03% | +43+3.3% | Added |
| Vaughan David Investments LLC | 1,370 | $349.0K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 1,374 | $349.6K | 0.01% | −14−1.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,375 | $349.8K | 0.15% | 00.0% | Unchanged |
| Renasant Bank | 1,391 | $353.9K | 0.27% | +20+1.5% | Added |
| Girard Partners Ltd. | 1,396 | $355.2K | 0.04% | −101−6.7% | Reduced |
| Baldwin Investment Management, LLC | 1,401 | $356.4K | 0.06% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,402 | $356.7K | 0.04% | −627−30.9% | Reduced |
| Schechter Investment Advisors, LLC | 1,403 | $356.8K | 0.03% | −88−5.9% | Reduced |
| Foundry Partners, LLC | 1,403 | $356.9K | 0.02% | −20−1.4% | Reduced |
| Connecticut Wealth Management, LLC | 1,409 | $358.5K | 0.03% | +18+1.3% | Added |
| Wesbanco Bank Inc | 1,414 | $360.0K | 0.02% | 00.0% | Unchanged |