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 29 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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 1,559 | $396.6K | 0.03% | −5−0.3% | Reduced |
| Clarius Group, LLC | 1,558 | $396.4K | 0.03% | −377−19.5% | Reduced |
| First National Bank & Trust Co of Newtown | 1,557 | $396.1K | 0.09% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,555 | $395.6K | 0.03% | −62−3.8% | Reduced |
| Coastline Trust Co | 1,550 | $394.3K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,537 | $391.0K | 0.02% | +2+0.1% | Added |
| Beverly Hills Private Wealth, LLC | 1,529 | $389.0K | 0.12% | +68+4.7% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,527 | $388.6K | 0.18% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,526 | $388.2K | 0.12% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,673 | $387.0K | 0.02% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,510 | $384.2K | 0.04% | −40−2.6% | Reduced |
| Beaton Management Co. Inc. | 1,509 | $384.0K | 0.26% | 00.0% | Unchanged |
| Apeiron RIA LLC | 1,508 | $383.8K | 0.13% | −119−7.3% | Reduced |
| Trust Co of Virginia | 1,504 | $382.6K | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,502 | $382.1K | 0.04% | +1,502 | New |
| O'Brien Greene & Co. Inc | 1,500 | $382.0K | 0.14% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,501 | $381.8K | 0.06% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,500 | $381.6K | 0.06% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,497 | $380.8K | 0.06% | −46−3.0% | Reduced |
| Papp L Roy & Associates | 1,495 | $380.3K | 0.05% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 1,492 | $379.6K | 0.30% | −32−2.1% | Reduced |
| Dillon & Associates Inc | 1,492 | $379.0K | 0.08% | +442+42.1% | 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 |
| Grandview Asset Management LLC | 1,482 | $377.0K | 0.22% | +24+1.6% | Added |
| Berkshire Bank | 1,476 | $375.5K | 0.11% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,470 | $374.0K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,466 | $373.0K | 0.01% | −986−40.2% | Reduced |
| Vise Technologies, Inc. | 1,461 | $371.7K | 0.10% | −465−24.1% | Reduced |
| SignalPoint Asset Management, LLC | 1,457 | $371.0K | 0.12% | +1+0.1% | Added |
| Pinnacle West Asset Management, Inc. | 1,455 | $370.0K | 0.39% | +1,455 | New |
| Argus Investors' Counsel, Inc. | 1,452 | $369.4K | 0.28% | −8−0.5% | Reduced |
| Cypress Asset Management Inc | 1,450 | $368.9K | 0.13% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,449 | $368.5K | 0.05% | +10+0.7% | Added |
| Astoria Portfolio Advisors LLC. | 1,413 | $364.8K | 0.15% | +196+16.1% | Added |
| CAPROCK Group, Inc. | 1,423 | $362.0K | 0.03% | +39+2.8% | Added |
| Bogart Wealth, LLC | 1,423 | $361.9K | 0.02% | +23+1.6% | Added |
| Wesbanco Bank Inc | 1,414 | $360.0K | 0.02% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,409 | $358.5K | 0.03% | +18+1.3% | Added |
| Foundry Partners, LLC | 1,403 | $356.9K | 0.02% | −20−1.4% | Reduced |
| Schechter Investment Advisors, LLC | 1,403 | $356.8K | 0.03% | −88−5.9% | Reduced |
| Petrus Trust Company, LTA | 1,402 | $356.7K | 0.04% | −627−30.9% | Reduced |
| Baldwin Investment Management, LLC | 1,401 | $356.4K | 0.06% | 00.0% | Unchanged |
| Girard Partners Ltd. | 1,396 | $355.2K | 0.04% | −101−6.7% | Reduced |
| Renasant Bank | 1,391 | $353.9K | 0.27% | +20+1.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,375 | $349.8K | 0.15% | 00.0% | Unchanged |
| Conning Inc. | 1,374 | $349.6K | 0.01% | −14−1.0% | Reduced |
| Vaughan David Investments LLC | 1,370 | $349.0K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 1,362 | $346.5K | 0.03% | +43+3.3% | Added |
| Vertex Planning Partners, LLC | 1,355 | $344.8K | 0.13% | −67−4.7% | Reduced |
| Northeast Financial Group, Inc. | 1,529 | $343.3K | 0.25% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,314 | $343.0K | 0.02% | +3+0.2% | Added |
| TD Private Client Wealth LLC | 1,345 | $342.2K | 0.02% | −101−7.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,333 | $339.1K | 0.03% | 00.0% | Unchanged |
| Colony Group LLC | 1,331 | $339.0K | 0.01% | +24+1.8% | Added |
| Kornitzer Capital Management Inc | 1,315 | $334.5K | 0.01% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,313 | $334.1K | 0.03% | +4+0.3% | Added |
| Alpha Omega Wealth Management LLC | 1,310 | $333.3K | 0.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,308 | $332.7K | 0.07% | +354+37.1% | Added |
| Terry L. Blaker | 1,300 | $330.7K | 0.03% | −2,000−60.6% | Reduced |
| Equitable Trust Co | 1,300 | $330.7K | 0.03% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 1,297 | $330.0K | 0.01% | −6−0.5% | Reduced |
| Gallacher Capital Management LLC | 1,291 | $328.5K | 0.20% | −41−3.1% | Reduced |
| Liberty Wealth Management LLC | 1,290 | $328.2K | 0.07% | +1,290 | New |
| Great Lakes Retirement, Inc. | 1,289 | $327.9K | 0.06% | +1,289 | New |
| Prime Capital Investment Advisors, LLC | 1,282 | $326.2K | 0.01% | −28−2.1% | Reduced |
| Hills Bank & Trust Co | 1,277 | $324.9K | 0.04% | −12−0.9% | Reduced |
| Parnassus Investments | 1,276 | $324.6K | 0.00% | +361+39.5% | Added |
| NTV Asset Management LLC | 1,276 | $324.6K | 0.06% | +4+0.3% | Added |
| RFG Advisory, LLC | 1,275 | $324.5K | 0.02% | +279+28.0% | Added |
| Avantax Planning Partners, Inc. | 1,272 | $323.6K | 0.01% | +200+18.7% | Added |
| MTM Investment Management, LLC | 1,265 | $322.0K | 0.17% | +55+4.5% | Added |
| Peterson Wealth Management | 1,255 | $319.4K | 0.31% | −265−17.4% | Reduced |
| Select Asset Management & Trust | 1,250 | $318.0K | 0.28% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,244 | $316.5K | 0.02% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 1,240 | $315.5K | 0.02% | −200−13.9% | Reduced |
| RMB Capital Management, LLC | 1,224 | $311.4K | 0.01% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 1,200 | $305.3K | 0.21% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,192 | $303.3K | 0.06% | +10+0.8% | Added |
| KFG Wealth Management, LLC | 1,175 | $303.1K | 0.21% | +1,175 | New |
| Foster Dykema Cabot & Co Inc | 1,183 | $301.0K | 0.04% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,100 | $300.4K | 0.18% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 1,179 | $299.8K | 0.13% | +5+0.4% | Added |
| Hudson Valley Investment Advisors Inc | 1,170 | $297.7K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,166 | $296.8K | 0.03% | +4+0.3% | Added |
| Clean Yield Group | 1,166 | $296.6K | 0.13% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,163 | $295.9K | 0.04% | −75−6.1% | Reduced |
| Arkadios Wealth Advisors | 1,156 | $294.0K | 0.04% | +8+0.7% | Added |
| Stratos Wealth Advisors, LLC | 1,152 | $293.2K | 0.02% | +105+10.0% | Added |
| V Wealth Advisors LLC | 1,151 | $292.9K | 0.05% | +40+3.6% | Added |
| RWM Asset Management, LLC | 1,150 | $292.7K | 0.06% | −225−16.4% | Reduced |
| Kinneret Advisory, LLC | 1,149 | $292.3K | 0.04% | −62−5.1% | Reduced |
| LGT Financial Advisors LLC | 1,148 | $292.1K | 0.54% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,148 | $292.1K | 0.08% | 00.0% | Unchanged |
| PFS Investments Inc. | 1,124 | $292.0K | 0.01% | −35−3.0% | Reduced |
| Creative Financial Designs Inc | 1,146 | $291.6K | 0.04% | +153+15.4% | Added |
| True North Advisors, LLC | 1,145 | $291.3K | 0.09% | +3+0.3% | Added |
| Financial Consulate, Inc | 1,143 | $290.7K | 0.10% | −403−26.1% | Reduced |
| Wealth Alliance | 1,128 | $287.1K | 0.05% | −206−15.4% | Reduced |
| AlphaCentric Advisors LLC | 1,128 | $287.0K | 0.20% | −16−1.4% | Reduced |