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 |
|---|---|---|---|---|---|
| Northstar Asset Management LLC | 3,800 | $966.8K | 0.28% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,805 | $968.0K | 0.20% | +232+6.5% | Added |
| Marshall Financial Group LLC | 3,813 | $970.0K | 0.35% | −1,163−23.4% | Reduced |
| Meitav Dash Investments Ltd | 3,860 | $977.7K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 3,899 | $991.9K | 0.59% | +100+2.6% | Added |
| Cullen/Frost Bankers, Inc. | 3,904 | $993.2K | 0.02% | +147+3.9% | Added |
| Symphony Financial, Ltd. Co. | 3,929 | $995.2K | 0.26% | +175+4.7% | Added |
| Trail Ridge Investment Advisors, LLC | 3,923 | $998.0K | 0.65% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 3,925 | $998.6K | 0.52% | 00.0% | Unchanged |
| First Command Bank | 3,937 | $1.00M | 0.10% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 3,937 | $1.00M | 0.10% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,968 | $1.01M | 0.03% | +3,968 | New |
| Marquette Asset Management, LLC | 4,000 | $1.02M | 0.27% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $1.02M | 0.26% | 00.0% | Unchanged |
| Gifford Fong Associates | 4,000 | $1.02M | 0.27% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,016 | $1.02M | 0.35% | +1,577+64.7% | Added |
| Formidable Asset Management, LLC | 4,007 | $1.03M | 0.22% | 00.0% | Unchanged |
| First National Trust Co | 4,042 | $1.03M | 0.05% | −63−1.5% | Reduced |
| Empirical Finance, LLC | 4,064 | $1.03M | 0.10% | +212+5.5% | Added |
| Virtus ETF Advisers LLC | 4,088 | $1.04M | 0.57% | +4,088 | New |
| Wealthspire Advisors, LLC | 4,090 | $1.04M | 0.02% | −3,668−47.3% | Reduced |
| Gotham Asset Management, LLC | 4,135 | $1.05M | 0.03% | −986−19.3% | Reduced |
| Ingalls & Snyder LLC | 4,160 | $1.06M | 0.05% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 4,161 | $1.06M | 0.68% | −592−12.5% | Reduced |
| Pinnacle Financial Partners Inc | 4,164 | $1.06M | 0.03% | −158−3.7% | Reduced |
| Balentine LLC | 4,186 | $1.07M | 0.04% | −2,207−34.5% | Reduced |
| Oak Thistle LLC | 4,202 | $1.07M | 0.63% | +4,202 | New |
| BLB&B Advisors, LLC | 4,220 | $1.07M | 0.08% | −60−1.4% | Reduced |
| Apollon Wealth Management, LLC | 4,233 | $1.08M | 0.07% | +112+2.7% | Added |
| Donaldson Capital Management, LLC | 4,240 | $1.08M | 0.05% | 00.0% | Unchanged |
| Diversified Trust Co | 4,256 | $1.08M | 0.04% | +1,017+31.4% | Added |
| E. Ohman J:or Asset Management AB | 4,300 | $1.09M | 0.04% | +500+13.2% | Added |
| Ethic Inc. | 4,303 | $1.09M | 0.04% | +1,997+86.6% | Added |
| Harvey Investment Co LLC | 4,307 | $1.10M | 0.14% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 4,310 | $1.10M | 0.11% | −390−8.3% | Reduced |
| Sumitomo Life Insurance Co | 4,313 | $1.10M | 0.09% | −45−1.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,335 | $1.10M | 0.21% | +2,370+120.6% | Added |
| Paloma Partners Management Co | 4,335 | $1.10M | 0.24% | +4,335 | New |
| Hilltop Holdings Inc. | 4,341 | $1.10M | 0.15% | +870+25.1% | Added |
| Key Financial Inc | 4,358 | $1.11M | 0.40% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 4,379 | $1.11M | 1.06% | −38−0.9% | Reduced |
| Engineers Gate Manager LP | 4,377 | $1.11M | 0.05% | +393+9.9% | Added |
| Change Path, LLC | 4,402 | $1.12M | 0.06% | −11−0.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,414 | $1.12M | 0.01% | +2,131+93.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,450 | $1.13M | 0.12% | +100+2.3% | Added |
| Stegent Equity Advisors, Inc. | 4,458 | $1.13M | 1.13% | −1,261−22.0% | Reduced |
| Ci Investments Inc. | 4,460 | $1.14M | 0.01% | +322+7.8% | Added |
| Avidian Wealth Solutions, LLC | 4,462 | $1.14M | 0.06% | +35+0.8% | Added |
| Aptus Capital Advisors, LLC | 4,477 | $1.14M | 0.03% | −3,032−40.4% | Reduced |
| Desjardins Global Asset Management Inc. | 4,488 | $1.14M | 0.14% | +903+25.2% | Added |
| Modera Wealth Management, LLC | 4,503 | $1.15M | 0.04% | +120+2.7% | Added |
| Occudo Quantitative Strategies LP | 4,522 | $1.15M | 0.10% | +4,522 | New |
| Walleye Capital LLC | 4,530 | $1.15M | 0.02% | +4,530 | New |
| Jackson Creek Investment Advisors LLC | 4,571 | $1.16M | 0.49% | −8−0.2% | Reduced |
| Allegheny Financial Group LTD | 4,579 | $1.17M | 0.47% | +11+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,621 | $1.18M | 0.03% | +14+0.3% | Added |
| Nicholas Hoffman & Company, LLC. | 4,686 | $1.19M | 0.11% | +9+0.2% | Added |
| Gratus Capital LLC | 4,742 | $1.21M | 0.09% | +48+1.0% | Added |
| AE Wealth Management LLC | 4,743 | $1.21M | 0.01% | −565−10.6% | Reduced |
| Verdence Capital Advisors LLC | 4,797 | $1.22M | 0.15% | +1,098+29.7% | Added |
| Meyer Handelman Co | 4,800 | $1.22M | 0.05% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,836 | $1.23M | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 4,843 | $1.23M | 0.01% | −60−1.2% | Reduced |
| Tempus Wealth Planning, LLC | 4,857 | $1.24M | 0.60% | −269−5.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,874 | $1.24M | 0.01% | −7,748−61.4% | Reduced |
| Woodmont Investment Counsel LLC | 4,878 | $1.24M | 0.13% | −25−0.5% | Reduced |
| Vinva Investment Management Ltd | 4,913 | $1.24M | 0.11% | +4,913 | New |
| HMS Capital Management, LLC | 4,982 | $1.27M | 0.80% | −124−2.4% | Reduced |
| Bridges Investment Management Inc | 4,991 | $1.27M | 0.05% | +106+2.2% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 5,000 | $1.27M | 0.38% | +5,000 | New |
| Chilton Capital Management LLC | 5,045 | $1.28M | 0.07% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,076 | $1.29M | 0.18% | +369+7.8% | Added |
| Jacobs Levy Equity Management, Inc | 5,091 | $1.30M | 0.01% | −257,886−98.1% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $1.30M | 0.02% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 5,135 | $1.31M | 0.65% | +22+0.4% | Added |
| Accuvest Global Advisors | 5,150 | $1.31M | 0.59% | +5,150 | New |
| Rational Advisors LLC | 5,150 | $1.31M | 0.11% | −2,402−31.8% | Reduced |
| Bleakley Financial Group, LLC | 5,171 | $1.32M | 0.04% | −5,118−49.7% | Reduced |
| Keeler Thomas Management LLC | 5,181 | $1.32M | 0.62% | −17,565−77.2% | Reduced |
| Weiss Asset Management LP | 5,200 | $1.32M | 0.10% | +5,200 | New |
| Impax Asset Management Group plc | 5,211 | $1.33M | 0.01% | +1,554+42.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,230 | $1.33M | 0.11% | −33−0.6% | Reduced |
| Donoghue Forlines LLC | 5,242 | $1.33M | 0.48% | −464−8.1% | Reduced |
| Wedbush Securities Inc | 5,269 | $1.34M | 0.07% | +965+22.4% | Added |
| Hazlett, Burt & Watson, Inc. | 5,278 | $1.34M | 1.10% | −176−3.2% | Reduced |
| TrimTabs Asset Management, LLC | 5,298 | $1.35M | 0.72% | +680+14.7% | Added |
| Whittier Trust Co of Nevada Inc | 5,328 | $1.36M | 0.05% | −23−0.4% | Reduced |
| Fort Washington Investment Advisors Inc | 5,379 | $1.37M | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,391 | $1.37M | 0.08% | +1,028+23.6% | Added |
| CWM, LLC | 5,413 | $1.38M | 0.01% | +1,312+32.0% | Added |
| Cetera Advisors LLC | 5,441 | $1.38M | 0.02% | −539−9.0% | Reduced |
| 44 Wealth Management LLC | 5,443 | $1.38M | 0.47% | +35+0.6% | Added |
| Bellecapital International Ltd. | 5,446 | $1.39M | 0.34% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,470 | $1.39M | 0.11% | +1,510+38.1% | Added |
| Ballentine Partners, LLC | 5,551 | $1.41M | 0.04% | +1,004+22.1% | Added |
| Point72 Middle East FZE | 5,551 | $1.41M | 0.08% | +1,226+28.3% | Added |
| Advisor Resource Council | 5,471 | $1.42M | 0.36% | +3,159+136.6% | Added |
| Sigma Planning Corp | 5,574 | $1.42M | 0.05% | −234−4.0% | Reduced |
| Aureus Asset Management, LLC | 5,575 | $1.42M | 0.11% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 5,584 | $1.42M | 1.11% | −40−0.7% | Reduced |