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 |
|---|---|---|---|---|---|
| Prio Wealth Limited Partnership | 2,700 | $686.9K | 0.03% | −300−10.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,701 | $687.2K | 0.13% | +56+2.1% | Added |
| Glenview Trust Co | 2,723 | $692.8K | 0.02% | +33+1.2% | Added |
| J.W. Cole Advisors, Inc. | 2,728 | $694.1K | 0.05% | −16−0.6% | Reduced |
| Fulton Bank, N.A. | 2,733 | $695.3K | 0.04% | −44−1.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,752 | $700.0K | 0.02% | −2,637−48.9% | Reduced |
| First American Trust, FSB | 2,760 | $702.0K | 0.10% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,761 | $702.4K | 0.24% | 00.0% | Unchanged |
| Wealth Enhancement & Preservation of GA, LLC | 2,761 | $702.4K | 0.84% | −4−0.1% | Reduced |
| Transcend Wealth Collective, LLC | 2,775 | $706.0K | 0.07% | +2,775 | New |
| Quantbot Technologies LP | 2,783 | $708.0K | 0.05% | −2,859−50.7% | Reduced |
| Patriot Investment Management Inc. | 2,785 | $708.5K | 0.06% | −226−7.5% | Reduced |
| Colony Family Offices, LLC | 2,795 | $711.1K | 0.27% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,812 | $715.4K | 0.05% | +115+4.3% | Added |
| Synovus Financial Corp | 2,865 | $729.2K | 0.01% | −12−0.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,869 | $730.0K | 0.07% | −5,902−67.3% | Reduced |
| Raymond James Trust N.A. | 2,871 | $730.0K | 0.02% | −25−0.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,878 | $732.2K | 0.03% | −814−22.0% | Reduced |
| Weatherly Asset Management L. P. | 2,880 | $732.7K | 0.10% | −50−1.7% | Reduced |
| Hardman Johnston Global Advisors LLC | 2,900 | $737.8K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,914 | $741.4K | 0.05% | −72−2.4% | Reduced |
| BerganKDV Wealth Management, LLC | 2,928 | $745.0K | 0.08% | −736−20.1% | Reduced |
| Lincoln Capital LLC | 2,936 | $747.1K | 0.21% | 00.0% | Unchanged |
| Domani Wealth, LLC | 2,939 | $747.7K | 0.17% | −121−4.0% | Reduced |
| M&R Capital Management Inc | 2,950 | $750.5K | 0.21% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,951 | $750.8K | 0.06% | +363+14.0% | Added |
| Banque Pictet & Cie SA | 2,957 | $752.3K | 0.01% | −6,967−70.2% | Reduced |
| Verition Fund Management LLC | 2,973 | $756.4K | 0.01% | +2,973 | New |
| Caldwell Trust Co | 2,985 | $759.4K | 0.11% | −50−1.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 2,986 | $759.7K | 0.19% | +456+18.0% | Added |
| Sandy Spring Bank | 2,995 | $762.0K | 0.04% | −151−4.8% | Reduced |
| Alberta Investment Management Corp | 3,000 | $763.2K | 0.01% | −64,482−95.6% | Reduced |
| Virtus Investment Advisers, Inc. | 3,017 | $767.6K | 0.54% | 00.0% | Unchanged |
| JSF Financial, LLC | 3,020 | $768.3K | 0.29% | +3,020 | New |
| Univest Financial Corp | 3,027 | $770.1K | 0.24% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,027 | $770.1K | 0.19% | +110+3.8% | Added |
| Zions Bancorporation, N.A. | 3,027 | $770.1K | 0.07% | +266+9.6% | Added |
| Waters Parkerson & Co., LLC | 3,038 | $773.0K | 0.05% | 00.0% | Unchanged |
| Claro Advisors LLC | 3,049 | $775.7K | 0.23% | +192+6.7% | Added |
| Parsec Financial Management, Inc. | 3,066 | $780.0K | 0.03% | +1,333+76.9% | Added |
| Oakworth Capital, Inc. | 3,076 | $782.6K | 0.07% | 00.0% | Unchanged |
| HM Payson & Co | 3,092 | $786.6K | 0.02% | −53−1.7% | Reduced |
| Blueshift Asset Management, LLC | 3,095 | $787.4K | 0.33% | +3,095 | New |
| Level Four Advisory Services, LLC | 3,117 | $793.0K | 0.05% | +589+23.3% | Added |
| Centaurus Financial, Inc. | 3,124 | $795.0K | 0.06% | −169−5.1% | Reduced |
| Trust Co of Toledo NA | 3,170 | $806.5K | 0.14% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,172 | $807.0K | 0.02% | +1,273+67.0% | Added |
| NorthCrest Asset Manangement, LLC | 3,184 | $810.2K | 0.03% | +3,184 | New |
| Valley Brook Capital Group | 3,195 | $812.9K | 0.75% | −102−3.1% | Reduced |
| Guardian Wealth Advisors, LLC | 3,222 | $819.7K | 0.14% | −97−2.9% | Reduced |
| Fernwood Investment Management, LLC | 3,225 | $820.5K | 0.31% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,248 | $826.2K | 0.19% | −1,605−33.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,248 | $826.2K | 0.03% | +401+14.1% | Added |
| Douglass Winthrop Advisors, LLC | 3,259 | $829.0K | 0.02% | −25−0.8% | Reduced |
| National Asset Management, Inc. | 3,263 | $830.2K | 0.02% | +119+3.8% | Added |
| Meridian Wealth Management, LLC | 3,285 | $835.7K | 0.07% | +251+8.3% | Added |
| Pinnacle Associates Ltd | 3,287 | $836.2K | 0.02% | +250+8.2% | Added |
| Brighton Jones LLC | 3,296 | $838.5K | 0.05% | +38+1.2% | Added |
| Somerville Kurt F | 3,300 | $839.6K | 0.15% | 00.0% | Unchanged |
| Ami Asset Management Corp | 3,304 | $840.6K | 0.05% | +3+0.1% | Added |
| Signaturefd, LLC | 3,304 | $840.6K | 0.02% | +366+12.5% | Added |
| Tarbox Family Office, Inc. | 3,305 | $840.8K | 0.17% | −128−3.7% | Reduced |
| Graham Capital Management, L.P. | 3,312 | $842.6K | 0.03% | −2,347−41.5% | Reduced |
| Quantinno Capital Management LP | 3,321 | $845.0K | 0.06% | +783+30.9% | Added |
| Unigestion Holding SA | 3,342 | $846.5K | 0.05% | −5,889−63.8% | Reduced |
| Fairfield Financial Advisors, LTD | 3,356 | $850.0K | 0.37% | +2,497+290.7% | Added |
| Western Financial Corp | 3,369 | $857.1K | 0.61% | +34+1.0% | Added |
| Ipswich Investment Management Co., Inc. | 3,375 | $858.6K | 0.23% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,391 | $862.7K | 0.06% | +132+4.1% | Added |
| Systematic Alpha Investments, LLC | 3,401 | $865.2K | 0.05% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,405 | $866.3K | 0.10% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 3,410 | $867.5K | 0.21% | −672−16.5% | Reduced |
| Ade, LLC | 3,420 | $870.1K | 0.62% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,422 | $870.5K | 0.00% | +33+1.0% | Added |
| Boston Private Wealth LLC | 3,435 | $874.0K | 0.01% | −75−2.1% | Reduced |
| Valeo Financial Advisors, LLC | 3,438 | $874.8K | 0.04% | +262+8.2% | Added |
| Shelton Capital Management | 3,441 | $875.4K | 0.04% | +2,500+265.7% | Added |
| WBH Advisory Inc | 3,447 | $876.9K | 0.11% | +3,447 | New |
| Pine Valley Investments Ltd Liability Co | 3,202 | $877.7K | 0.13% | +3,202 | New |
| Klingman & Associates, LLC | 3,479 | $885.1K | 0.08% | +1,205+53.0% | Added |
| Cassaday & Co Wealth Management LLC | 3,504 | $891.6K | 0.04% | +15+0.4% | Added |
| Headinvest, LLC | 3,525 | $896.8K | 0.20% | −92−2.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,530 | $898.1K | 0.12% | −131−3.6% | Reduced |
| Jacobi Capital Management LLC | 3,530 | $898.1K | 0.11% | −104−2.9% | Reduced |
| Old National Bancorp | 3,558 | $905.2K | 0.03% | −416−10.5% | Reduced |
| America First Investment Advisors, LLC | 3,575 | $909.5K | 0.26% | +248+7.5% | Added |
| Farmers Trust Co | 3,589 | $913.1K | 0.20% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 3,591 | $913.6K | 0.10% | +1,692+89.1% | Added |
| Vestmark Advisory Solutions, Inc. | 3,591 | $913.7K | 0.04% | +125+3.6% | Added |
| Zimmermann Investment Management & Planning LLC | 3,629 | $923.1K | 0.48% | −177−4.7% | Reduced |
| Franklin Street Advisors Inc | 3,630 | $924.0K | 0.08% | −400−9.9% | Reduced |
| Busey Wealth Management | 3,634 | $924.5K | 0.04% | −488−11.8% | Reduced |
| Symmetry Partners, LLC | 3,706 | $943.0K | 0.05% | −361−8.9% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,743 | $952.3K | 0.21% | −9−0.2% | Reduced |
| Bartlett & Co. LLC | 3,763 | $957.0K | 0.02% | −50−1.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,763 | $957.4K | 0.02% | −50−1.3% | Reduced |
| Garrison Point Advisors, LLC | 3,764 | $957.6K | 0.72% | +255+7.3% | Added |
| Diligent Investors, LLC | 3,777 | $960.9K | 0.30% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,796 | $965.7K | 0.06% | −574−13.1% | Reduced |
| HBK Sorce Advisory LLC | 3,797 | $966.1K | 0.04% | −3,837−50.3% | Reduced |