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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 1,834 | $474.5K | 0.06% | +756+70.1% | Added |
| Twin Capital Management Inc | 1,868 | $475.2K | 0.06% | −2,131−53.3% | Reduced |
| Principle Wealth Partners LLC | 1,869 | $475.5K | 0.05% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,869 | $475.5K | 0.02% | +102+5.8% | Added |
| Hall Capital Management Co Inc | 1,875 | $477.0K | 0.28% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,884 | $477.3K | 0.13% | +102+5.7% | Added |
| Wimmer Associates 1, LLC | 1,770 | $478.7K | 0.31% | −265−13.0% | Reduced |
| Lido Advisors, LLC | 1,883 | $479.0K | 0.01% | +26+1.4% | Added |
| Smith Anglin Financial, LLC | 1,898 | $482.8K | 0.07% | +8+0.4% | Added |
| Grandfield & Dodd, LLC | 1,897 | $482.8K | 0.03% | 00.0% | Unchanged |
| Simmons Bank | 1,900 | $483.4K | 0.04% | −3−0.2% | Reduced |
| Ledyard National Bank | 1,900 | $483.4K | 0.06% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 1,915 | $487.0K | 0.12% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,919 | $488.0K | 0.02% | +1,919 | New |
| Advisors Preferred, LLC | 1,920 | $493.7K | 0.17% | −636−24.9% | Reduced |
| Coldstream Capital Management Inc | 1,941 | $493.8K | 0.02% | +105+5.7% | Added |
| HB Wealth Management, LLC | 1,949 | $495.9K | 0.01% | +547+39.0% | Added |
| Kathmere Capital Management, LLC | 1,952 | $496.5K | 0.08% | +883+82.6% | Added |
| Pavion Blue Capital, LLC | 1,952 | $496.6K | 0.31% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,964 | $499.5K | 0.05% | +258+15.1% | Added |
| Lindbrook Capital, LLC | 1,970 | $501.2K | 0.06% | +29+1.5% | Added |
| West Coast Financial LLC | 1,975 | $502.6K | 0.08% | +1+0.1% | Added |
| Cooper Financial Group | 1,984 | $504.8K | 0.14% | +22+1.1% | Added |
| Profund Advisors LLC | 1,986 | $505.3K | 0.03% | +469+30.9% | Added |
| Walleye Trading LLC | 1,989 | $506.0K | 0.02% | −24,388−92.5% | Reduced |
| Belpointe Asset Management LLC | 1,998 | $508.3K | 0.03% | +96+5.0% | Added |
| Ignite Planners, LLC | 1,966 | $508.7K | 0.21% | −13−0.7% | Reduced |
| Mainstay Capital Management LLC | 2,000 | $508.8K | 0.10% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 2,000 | $508.8K | 0.11% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,000 | $508.8K | 0.14% | 00.0% | Unchanged |
| Allworth Financial LP | 2,018 | $513.4K | 0.01% | +239+13.4% | Added |
| River Wealth Advisors LLC | 2,020 | $514.0K | 0.09% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,036 | $518.0K | 0.08% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,037 | $518.2K | 0.03% | +392+23.8% | Added |
| Townsend & Associates, Inc | 1,900 | $518.8K | 0.21% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,046 | $520.6K | 0.10% | +2,046 | New |
| Lincoln National Corp | 2,064 | $525.2K | 0.01% | +256+14.2% | Added |
| Forte Capital LLC | 2,066 | $525.7K | 0.08% | +170+9.0% | Added |
| Heritage Investment Group, Inc. | 2,084 | $530.0K | 0.16% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,098 | $533.9K | 0.03% | +509+32.0% | Added |
| E&G Advisors, LP | 2,100 | $534.3K | 0.20% | −100−4.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,100 | $534.3K | 0.38% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,112 | $537.2K | 0.01% | +55+2.7% | Added |
| Occidental Asset Management, LLC | 2,125 | $540.6K | 0.13% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 2,135 | $543.2K | 0.05% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,140 | $544.4K | 0.04% | −210−8.9% | Reduced |
| MainStreet Investment Advisors LLC | 2,158 | $549.0K | 0.06% | +2,158 | New |
| Vident Investment Advisory, LLC | 2,159 | $549.3K | 0.02% | +465+27.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 2,165 | $550.8K | 0.32% | −235−9.8% | Reduced |
| Courier Capital LLC | 2,174 | $553.1K | 0.06% | −315−12.7% | Reduced |
| CWA Asset Management Group, LLC | 2,176 | $553.6K | 0.04% | +53+2.5% | Added |
| First Hawaiian Bank | 2,177 | $553.9K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,192 | $557.7K | 0.13% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,201 | $559.9K | 0.27% | −200−8.3% | Reduced |
| Caxton Associates LP | 2,203 | $560.5K | 0.09% | +2,203 | New |
| Meeder Advisory Services, Inc. | 2,210 | $562.3K | 0.06% | +539+32.3% | Added |
| McClarren Financial Advisors, Inc. | 2,219 | $564.0K | 0.51% | +10+0.5% | Added |
| Iowa State Bank | 2,237 | $569.1K | 0.14% | −92−4.0% | Reduced |
| Heartland Bank & Trust Co | 2,237 | $569.1K | 0.43% | +15+0.7% | Added |
| Associated Banc-Corp | 2,238 | $569.4K | 0.02% | −25−1.1% | Reduced |
| Fiera Capital Corp | 2,240 | $569.9K | 0.00% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,240 | $569.9K | 0.12% | +79+3.7% | Added |
| Proequities, Inc. | 2,247 | $571.7K | 0.04% | +46+2.1% | Added |
| Northeast Investment Management | 2,291 | $582.9K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,293 | $583.2K | 0.02% | +59+2.6% | Added |
| Mount Yale Investment Advisors, LLC | 2,308 | $587.2K | 0.07% | −83−3.5% | Reduced |
| Woodstock Corp | 2,315 | $589.0K | 0.08% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 2,319 | $590.0K | 0.47% | +10+0.4% | Added |
| Waterloo Capital, L.P. | 2,354 | $598.9K | 0.19% | +2,354 | New |
| Beck Bode, LLC | 2,383 | $606.3K | 0.15% | −100−4.0% | Reduced |
| Capital Investment Advisors, LLC | 2,392 | $608.4K | 0.02% | −129−5.1% | Reduced |
| Pecaut & Co. | 2,400 | $610.6K | 0.28% | +2,400 | New |
| Advisors Management Group Inc | 2,400 | $611.0K | 0.19% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,423 | $616.0K | 0.02% | −5,407−69.1% | Reduced |
| Armstrong Henry H Associates Inc | 2,430 | $618.2K | 0.08% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,431 | $618.5K | 0.03% | +2,358+3,230.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,434 | $619.2K | 0.05% | −930−27.6% | Reduced |
| Schulhoff & Co Inc | 2,481 | $631.2K | 0.29% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 2,507 | $637.8K | 0.33% | +207+9.0% | Added |
| Comerica Securities,inc. | 2,523 | $641.8K | 0.05% | +10.0% | Added |
| Columbia Asset Management | 2,535 | $645.0K | 0.15% | −50−1.9% | Reduced |
| Argent Trust Co | 2,557 | $650.5K | 0.04% | +49+2.0% | Added |
| Horizon Investments, LLC | 2,558 | $650.8K | 0.02% | −2,605−50.5% | Reduced |
| Krilogy Financial LLC | 2,562 | $651.8K | 0.05% | −585−18.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,580 | $656.4K | 0.05% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,586 | $657.9K | 0.06% | +503+24.1% | Added |
| Congress Wealth Management LLC | 2,587 | $658.2K | 0.02% | +29+1.1% | Added |
| TD Waterhouse Canada Inc. | 1,937 | $658.3K | 0.01% | +168+9.5% | Added |
| SL Advisors, LLC | 2,597 | $660.7K | 1.42% | −64−2.4% | Reduced |
| Ambassador Advisors, LLC | 2,405 | $660.8K | 0.15% | −634−20.9% | Reduced |
| Baader Bank INC | 2,600 | $661.5K | 0.05% | −1,000−27.8% | Reduced |
| Parthenon LLC | 2,600 | $661.5K | 0.10% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,601 | $661.7K | 0.04% | −62−2.3% | Reduced |
| Hudock, Inc. | 2,612 | $664.7K | 0.16% | +5+0.2% | Added |
| Coho Partners, Ltd. | 2,615 | $665.3K | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 2,623 | $667.3K | 0.11% | +2,623 | New |
| Atwater Malick LLC | 2,632 | $669.6K | 0.31% | 00.0% | Unchanged |
| HWG Holdings LP | 2,633 | $669.9K | 0.38% | −6,920−72.4% | Reduced |
| Hunter Associates Investment Management LLC | 2,649 | $674.0K | 0.14% | −200−7.0% | Reduced |
| Wintrust Investments LLC | 2,649 | $674.0K | 0.09% | +251+10.5% | Added |