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 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.42M | 0.00% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 5,624 | $1.43M | 0.41% | +37+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,648 | $1.44M | 0.02% | +465+9.0% | Added |
| Somerset Trust Co | 5,667 | $1.44M | 0.63% | −144−2.5% | Reduced |
| Lipe & Dalton | 5,685 | $1.45M | 0.83% | −240−4.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,685 | $1.45M | 0.49% | +237+4.4% | Added |
| Pathstone Family Office, LLC | 5,848 | $1.45M | 0.02% | −3,617−38.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,722 | $1.46M | 0.04% | −840−12.8% | Reduced |
| DuPont Capital Management Corp | 5,755 | $1.46M | 0.07% | +918+19.0% | Added |
| Savant Capital, LLC | 5,769 | $1.47M | 0.03% | −752−11.5% | Reduced |
| Snowden Capital Advisors LLC | 5,823 | $1.48M | 0.06% | −434−6.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,852 | $1.49M | 0.20% | +743+14.5% | Added |
| Lafayette Investments, Inc. | 5,872 | $1.49M | 0.41% | −3−0.1% | Reduced |
| Pensionfund Sabic | 5,900 | $1.50M | 0.52% | −2,000−25.3% | Reduced |
| Ieq Capital, LLC | 5,914 | $1.50M | 0.03% | +1,152+24.2% | Added |
| SlateStone Wealth, LLC | 5,916 | $1.50M | 0.31% | −1,400−19.1% | Reduced |
| Texas Yale Capital Corp. | 5,935 | $1.51M | 0.08% | 00.0% | Unchanged |
| AIA Group Ltd | 5,942 | $1.51M | 0.08% | −874−12.8% | Reduced |
| Philadelphia Trust Co | 5,954 | $1.51M | 0.15% | 00.0% | Unchanged |
| Veritable, L.P. | 6,023 | $1.53M | 0.03% | +127+2.2% | Added |
| R.H. Dinel Investment Counsel, Inc. | 6,025 | $1.53M | 1.15% | 00.0% | Unchanged |
| Summit Financial Group Inc | 6,050 | $1.54M | 0.61% | 00.0% | Unchanged |
| Smith, Moore & Co. | 6,057 | $1.54M | 0.21% | −295−4.6% | Reduced |
| Massachusetts Wealth Management | 6,145 | $1.56M | 1.61% | −350−5.4% | Reduced |
| WESPAC Advisors, LLC | 6,214 | $1.58M | 1.49% | +6,214 | New |
| Boothbay Fund Management, LLC | 6,232 | $1.59M | 0.05% | +2,426+63.7% | Added |
| Griffin Asset Management, Inc. | 6,275 | $1.60M | 0.22% | −25−0.4% | Reduced |
| Hamel Associates, Inc. | 6,275 | $1.60M | 0.55% | 00.0% | Unchanged |
| RB Capital Management, LLC | 6,306 | $1.60M | 0.52% | −194−3.0% | Reduced |
| Echo Street Capital Management LLC | 6,309 | $1.61M | 0.01% | −1,795−22.1% | Reduced |
| Great Valley Advisor Group, Inc. | 6,331 | $1.61M | 0.08% | −9,573−60.2% | Reduced |
| Qsemble Capital Management, LP | 6,350 | $1.62M | 1.09% | +6,350 | New |
| Ropes Wealth Advisors LLC | 6,442 | $1.64M | 0.30% | −20.0% | Reduced |
| Kestra Private Wealth Services, LLC | 6,499 | $1.65M | 0.07% | +1,324+25.6% | Added |
| Allen Investment Management LLC | 6,520 | $1.66M | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 6,553 | $1.67M | 0.02% | +408+6.6% | Added |
| Metropolitan Life Insurance Co | 6,574 | $1.67M | 0.09% | −1,581−19.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,626 | $1.69M | 0.01% | −88,860−93.1% | Reduced |
| Stratos Wealth Partners, LTD. | 6,652 | $1.69M | 0.05% | +508+8.3% | Added |
| Cim, LLC | 6,656 | $1.69M | 0.34% | +2,934+78.8% | Added |
| Tredje AP-fonden | 6,667 | $1.70M | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 6,681 | $1.70M | 0.03% | −17−0.3% | Reduced |
| Private Trust Co NA | 6,720 | $1.71M | 0.23% | +606+9.9% | Added |
| Huntington National Bank | 6,743 | $1.72M | 0.02% | −368−5.2% | Reduced |
| Parallel Advisors, LLC | 6,753 | $1.72M | 0.06% | +751+12.5% | Added |
| New Mexico Educational Retirement Board | 6,778 | $1.72M | 0.09% | −200−2.9% | Reduced |
| Veriti Management LLC | 6,788 | $1.73M | 0.20% | +490+7.8% | Added |
| Scotia Capital Inc. | 6,792 | $1.73M | 0.01% | +191+2.9% | Added |
| Empire Financial Management Company, LLC | 6,799 | $1.73M | 0.70% | +6,799 | New |
| Mastrapasqua Asset Management Inc | 6,813 | $1.73M | 0.21% | +31+0.5% | Added |
| La Banque Postale Asset Management SA | 6,814 | $1.73M | 0.04% | −315−4.4% | Reduced |
| London Co of Virginia | 6,833 | $1.74M | 0.01% | −29−0.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,842 | $1.74M | 0.03% | +107+1.6% | Added |
| Davenport & Co LLC | 6,867 | $1.75M | 0.01% | +84+1.2% | Added |
| Buckingham Strategic Partners | 6,929 | $1.76M | 0.11% | +419+6.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,959 | $1.77M | 0.18% | +30.0% | Added |
| Cypress Capital Management LLC (WY) | 6,979 | $1.78M | 2.08% | +6,979 | New |
| Gouws Capital LLC | 6,980 | $1.78M | 1.59% | 00.0% | Unchanged |
| Financial Counselors Inc | 7,018 | $1.78M | 0.04% | −282−3.9% | Reduced |
| Azimuth Capital Investment Management LLC | 7,075 | $1.80M | 0.09% | −50−0.7% | Reduced |
| Exchange Traded Concepts, LLC | 7,101 | $1.81M | 0.05% | +4,218+146.3% | Added |
| Ascent Group, LLC | 7,165 | $1.82M | 0.19% | +1,738+32.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,168 | $1.82M | 0.01% | −35,100−83.0% | Reduced |
| PFG Advisors | 7,170 | $1.82M | 0.15% | +3,121+77.1% | Added |
| SNS Financial Group, LLC | 7,175 | $1.83M | 0.24% | −785−9.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,180 | $1.83M | 0.03% | −6−0.1% | Reduced |
| Intrust Bank NA | 7,206 | $1.83M | 0.23% | +361+5.3% | Added |
| Clearbridge Investments, LLC | 7,310 | $1.86M | 0.00% | −1,500−17.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,104 | $1.88M | 0.03% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 7,472 | $1.90M | 0.27% | −6−0.1% | Reduced |
| RKL Wealth Management LLC | 7,492 | $1.91M | 0.24% | −48−0.6% | Reduced |
| Burns J W & Co Inc | 7,532 | $1.92M | 0.33% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 7,547 | $1.92M | 0.08% | +138+1.9% | Added |
| Roundview Capital LLC | 7,569 | $1.93M | 0.20% | +45+0.6% | Added |
| FORA Capital, LLC | 7,633 | $1.94M | 0.19% | +6,229+443.7% | Added |
| Nations Financial Group Inc, | 7,678 | $1.95M | 0.20% | +1,085+16.5% | Added |
| Alps Advisors Inc | 7,731 | $1.97M | 0.02% | −435−5.3% | Reduced |
| Advisor Partners II, LLC | 7,799 | $1.98M | 0.11% | +259+3.4% | Added |
| Csenge Advisory Group | 7,903 | $2.01M | 0.15% | +428+5.7% | Added |
| Siemens Fonds Invest GmbH | 7,911 | $2.01M | 0.21% | −64−0.8% | Reduced |
| Umb Bank N A | 7,942 | $2.02M | 0.03% | −161−2.0% | Reduced |
| Stonebridge Capital Advisors LLC | 7,950 | $2.02M | 0.23% | +138+1.8% | Added |
| Integrated Advisors Network LLC | 7,957 | $2.02M | 0.12% | +520+7.0% | Added |
| Tower Bridge Advisors | 8,000 | $2.04M | 0.17% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 8,000 | $2.04M | 0.46% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 8,100 | $2.06M | 0.27% | −1,000−11.0% | Reduced |
| Sawtooth Solutions, LLC | 8,148 | $2.07M | 0.05% | +6,898+551.8% | Added |
| STRS Ohio | 8,235 | $2.10M | 0.01% | −2,092−20.3% | Reduced |
| Hutner Capital Management Inc | 8,316 | $2.12M | 1.29% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,322 | $2.12M | 0.15% | +46+0.6% | Added |
| Colonial Trust Co | 8,372 | $2.13M | 0.54% | −200−2.3% | Reduced |
| Settian Capital LP | 8,400 | $2.14M | 1.78% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 8,431 | $2.14M | 0.18% | +1,061+14.4% | Added |
| First Manhattan Co | 8,452 | $2.15M | 0.01% | −240−2.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,465 | $2.15M | 1.08% | −75−0.9% | Reduced |
| CX Institutional | 8,396 | $2.16M | 0.11% | +7,186+593.9% | Added |
| Wealthquest Corp | 8,500 | $2.16M | 0.28% | 00.0% | Unchanged |
| LCNB Corp | 8,618 | $2.19M | 0.99% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 8,707 | $2.22M | 1.42% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,767 | $2.23M | 0.13% | −1,128−11.4% | Reduced |