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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 1,423 | $361.9K | 0.02% | +23+1.6% | Added |
| CAPROCK Group, Inc. | 1,423 | $362.0K | 0.03% | +39+2.8% | Added |
| Astoria Portfolio Advisors LLC. | 1,413 | $364.8K | 0.15% | +196+16.1% | Added |
| International Assets Investment Management, LLC | 1,449 | $368.5K | 0.05% | +10+0.7% | Added |
| Cypress Asset Management Inc | 1,450 | $368.9K | 0.13% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 1,452 | $369.4K | 0.28% | −8−0.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,455 | $370.0K | 0.39% | +1,455 | New |
| SignalPoint Asset Management, LLC | 1,457 | $371.0K | 0.12% | +1+0.1% | Added |
| Vise Technologies, Inc. | 1,461 | $371.7K | 0.10% | −465−24.1% | Reduced |
| SG Americas Securities, LLC | 1,466 | $373.0K | 0.01% | −986−40.2% | Reduced |
| Connors Investor Services Inc | 1,470 | $374.0K | 0.04% | 00.0% | Unchanged |
| Berkshire Bank | 1,476 | $375.5K | 0.11% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 1,482 | $377.0K | 0.22% | +24+1.6% | Added |
| Checchi Capital Advisers, LLC | 1,484 | $377.5K | 0.04% | +6+0.4% | Added |
| Navellier & Associates Inc | 1,484 | $377.5K | 0.08% | +6+0.4% | Added |
| Dillon & Associates Inc | 1,492 | $379.0K | 0.08% | +442+42.1% | Added |
| Cassia Capital Partners, LLC | 1,492 | $379.6K | 0.30% | −32−2.1% | Reduced |
| Papp L Roy & Associates | 1,495 | $380.3K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,497 | $380.8K | 0.06% | −46−3.0% | Reduced |
| Nadler Financial Group, Inc. | 1,500 | $381.6K | 0.06% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,501 | $381.8K | 0.06% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,500 | $382.0K | 0.14% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,502 | $382.1K | 0.04% | +1,502 | New |
| Trust Co of Virginia | 1,504 | $382.6K | 0.04% | 00.0% | Unchanged |
| Apeiron RIA LLC | 1,508 | $383.8K | 0.13% | −119−7.3% | Reduced |
| Beaton Management Co. Inc. | 1,509 | $384.0K | 0.26% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,510 | $384.2K | 0.04% | −40−2.6% | Reduced |
| FDx Advisors, Inc. | 1,673 | $387.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,526 | $388.2K | 0.12% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 1,527 | $388.6K | 0.18% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,529 | $389.0K | 0.12% | +68+4.7% | Added |
| Perigon Wealth Management, LLC | 1,537 | $391.0K | 0.02% | +2+0.1% | Added |
| Coastline Trust Co | 1,550 | $394.3K | 0.06% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,555 | $395.6K | 0.03% | −62−3.8% | Reduced |
| First National Bank & Trust Co of Newtown | 1,557 | $396.1K | 0.09% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,558 | $396.4K | 0.03% | −377−19.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,559 | $396.6K | 0.03% | −5−0.3% | Reduced |
| KLCM Advisors, Inc. | 1,567 | $398.7K | 0.08% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,568 | $398.9K | 0.01% | +30+2.0% | Added |
| Colonial River Wealth Management, LLC | 1,571 | $399.7K | 0.23% | +32+2.1% | Added |
| Moody National Bank Trust Division | 1,572 | $399.9K | 0.03% | +105+7.2% | Added |
| Quadrant Capital Group LLC | 1,573 | $400.2K | 0.04% | −296−15.8% | Reduced |
| J2 Capital Management Inc | 1,581 | $402.2K | 0.62% | +56+3.7% | Added |
| CWS Financial Advisors, LLC | 1,584 | $403.0K | 0.16% | +1,584 | New |
| Stokes Family Office, LLC | 1,598 | $406.5K | 0.05% | +45+2.9% | Added |
| Coastal Investment Advisors, Inc. | 1,599 | $406.9K | 0.10% | +267+20.0% | Added |
| Tradewinds, LLC. | 1,600 | $407.1K | 0.25% | +1,600 | New |
| Northstar Group, Inc. | 1,602 | $407.6K | 0.10% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,607 | $408.8K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,613 | $410.4K | 0.06% | +178+12.4% | Added |
| Koshinski Asset Management, Inc. | 1,615 | $410.9K | 0.04% | +634+64.6% | Added |
| Western Wealth Management, LLC | 1,632 | $415.2K | 0.04% | +1,632 | New |
| Laidlaw Wealth Management LLC | 1,634 | $415.7K | 0.08% | −5−0.3% | Reduced |
| Douglas Lane & Associates, LLC | 1,635 | $416.0K | 0.01% | −260−13.7% | Reduced |
| Avestar Capital, LLC | 1,645 | $418.5K | 0.08% | +84+5.4% | Added |
| DRW Securities, LLC | 1,652 | $420.0K | 0.06% | +1,652 | New |
| Madden Securities Corp | 1,651 | $420.0K | 0.22% | −150−8.3% | Reduced |
| Greenspring Advisors, LLC | 1,659 | $422.1K | 0.09% | +1,659 | New |
| Cannon Financial Strategists, Inc. | 1,660 | $422.3K | 0.14% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,660 | $422.4K | 0.06% | +1+0.1% | Added |
| King Luther Capital Management Corp | 1,663 | $423.1K | 0.00% | −200−10.7% | Reduced |
| BCJ Capital Management, LLC | 1,663 | $423.1K | 0.04% | +516+45.0% | Added |
| Fox Run Management, L.L.C. | 1,674 | $425.9K | 0.14% | −594−26.2% | Reduced |
| Channel Wealth LLC | 1,679 | $427.2K | 0.28% | +1,679 | New |
| First National Bank of Hutchinson | 1,686 | $428.9K | 0.34% | +100+6.3% | Added |
| Hartford Financial Management Inc. | 1,686 | $429.0K | 0.11% | +8+0.5% | Added |
| Headlands Technologies LLC | 1,691 | $430.2K | 0.29% | +1,691 | New |
| Cary Street Partner Investment Advisory LLC | 1,694 | $431.0K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,695 | $431.2K | 0.01% | +226+15.4% | Added |
| Sherbrooke Park Advisers LLC | 1,700 | $432.5K | 0.65% | −1,900−52.8% | Reduced |
| Cambridge Trust Co | 1,705 | $433.8K | 0.02% | +178+11.7% | Added |
| Mechanics Bank Trust Department | 1,712 | $435.5K | 0.07% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,717 | $436.7K | 0.12% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 1,732 | $440.6K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 1,741 | $443.0K | 0.01% | +53+3.1% | Added |
| Thomas White International Ltd | 1,742 | $443.2K | 0.09% | 00.0% | Unchanged |
| Essex Savings Bank | 1,766 | $449.3K | 0.16% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,774 | $450.0K | 0.09% | −34−1.9% | Reduced |
| Sepio Capital, LP | 1,769 | $450.1K | 0.04% | −11−0.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,782 | $453.4K | 0.09% | +163+10.1% | Added |
| Barr E S & Co | 1,786 | $454.4K | 0.04% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,789 | $455.2K | 0.07% | +5+0.3% | Added |
| Ironwood Investment Counsel, LLC | 1,792 | $455.9K | 0.11% | +4+0.2% | Added |
| Monterey Private Wealth, Inc. | 1,795 | $456.7K | 0.23% | +41+2.3% | Added |
| Relyea Zuckerberg Hanson LLC | 1,798 | $457.5K | 0.11% | −563−23.8% | Reduced |
| Sanchez Wealth Management Group | 1,799 | $457.7K | 0.20% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,799 | $457.8K | 0.01% | +24+1.4% | Added |
| McKinley Carter Wealth Services, Inc. | 1,800 | $457.9K | 0.04% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 1,809 | $460.2K | 0.55% | −388−17.7% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,810 | $460.5K | 0.36% | 00.0% | Unchanged |
| Monument Capital Management | 1,819 | $462.8K | 0.15% | +91+5.3% | Added |
| Ameritas Investment Partners, Inc. | 1,827 | $464.8K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,832 | $466.1K | 0.13% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,842 | $468.6K | 0.04% | −3−0.2% | Reduced |
| Blue Square Asset Management, LLC | 1,846 | $469.6K | 0.31% | +1,846 | New |
| Silverlake Wealth Management LLC | 1,847 | $469.8K | 0.28% | −29−1.5% | Reduced |
| Sippican Capital Advisors | 1,850 | $470.7K | 0.45% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,850 | $470.7K | 0.20% | +1,850 | New |
| Front Row Advisors LLC | 1,850 | $471.0K | 0.23% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,860 | $473.2K | 0.29% | +344+22.7% | Added |