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 |
|---|---|---|---|---|---|
| Holderness Investments Co | 858 | $218.2K | 0.09% | +858 | New |
| Range Financial Group LLC | 855 | $217.5K | 0.14% | +855 | New |
| Northcape Wealth Management, LLC | 850 | $216.2K | 0.08% | +850 | New |
| ShankerValleau Wealth Advisors, Inc. | 847 | $215.5K | 0.13% | +847 | New |
| Sterling Financial Planning, Inc. | 845 | $215.0K | 0.12% | +845 | New |
| Accretive Wealth Partners, LLC | 845 | $215.0K | 0.14% | +845 | New |
| Shell Asset Management Co | 840 | $214.0K | 0.01% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 838 | $213.2K | 0.03% | +838 | New |
| First Horizon Advisors, Inc. | 836 | $212.7K | 0.01% | −955−53.3% | Reduced |
| Massmutual Trust Co FSB | 834 | $212.2K | 0.01% | +120+16.8% | Added |
| Wealth Architects, LLC | 834 | $212.1K | 0.04% | +834 | New |
| Reynders McVeigh Capital Management, LLC | 835 | $212.0K | 0.01% | +835 | New |
| Ameritas Advisory Services, LLC | 832 | $211.8K | 0.01% | −321−27.8% | Reduced |
| WealthShield Partners, LLC | 830 | $211.2K | 0.03% | −200−19.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 830 | $211.2K | 0.04% | +830 | New |
| Granite Harbor Advisors, Inc. | 828 | $210.7K | 0.19% | +828 | New |
| Collective Family Office LLC | 825 | $209.9K | 0.09% | +825 | New |
| Scholtz & Company, LLC | 820 | $209.0K | 0.15% | −163−16.6% | Reduced |
| Warren Averett Asset Management, LLC | 819 | $208.4K | 0.01% | +819 | New |
| Mather Group, LLC. | 816 | $207.7K | 0.00% | −117−12.5% | Reduced |
| JFS Wealth Advisors, LLC | 814 | $207.1K | 0.02% | −10−1.2% | Reduced |
| JNBA Financial Advisors | 814 | $207.0K | 0.03% | −55−6.3% | Reduced |
| Anchor Investment Management, LLC | 813 | $206.8K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 813 | $206.8K | 0.03% | +1+0.1% | Added |
| Financial Advocates Investment Management | 812 | $206.5K | 0.02% | +812 | New |
| Waldron Private Wealth LLC | 811 | $206.3K | 0.01% | +811 | New |
| Hantz Financial Services, Inc. | 809 | $206.0K | 0.01% | +2+0.2% | Added |
| Am Investment Strategies LLC | 808 | $206.0K | 0.07% | +808 | New |
| Vantage Consulting Group Inc | 805 | $204.8K | 0.12% | +805 | New |
| Syntax Advisors, LLC | 805 | $204.8K | 0.16% | +805 | New |
| Epic Trust Investment Advisors, LLC | 801 | $203.9K | 0.26% | +801 | New |
| MidWestOne Financial Group, Inc. | 800 | $203.5K | 0.05% | +800 | New |
| Wellington Shields & Co., LLC | 800 | $203.5K | 0.05% | +800 | New |
| Coston, McIsaac & Partners | 800 | $203.0K | 0.08% | 00.0% | Unchanged |
| Country Club Bank | 800 | $202.6K | 0.02% | +800 | New |
| Sterling Manor Financial, LLC | 794 | $202.0K | 0.20% | −1,590−66.7% | Reduced |
| Wade G W & Inc | 794 | $202.0K | 0.01% | −84−9.6% | Reduced |
| Flputnam Investment Management Co | 792 | $201.5K | 0.01% | +792 | New |
| RE Advisers Corp | 785 | $199.7K | 0.01% | +98+14.3% | Added |
| Private Ocean, LLC | 762 | $193.8K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 794 | $184.0K | 0.00% | −5−0.6% | Reduced |
| Dividend Assets Capital, LLC | 780 | $181.0K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 704 | $179.1K | 0.13% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 703 | $178.8K | 0.01% | +311+79.3% | Added |
| Harbour Investments, Inc. | 698 | $177.6K | 0.01% | −43−5.8% | Reduced |
| PEAK6 Investments LLC | 653 | $166.1K | 0.01% | +463+243.7% | Added |
| Manchester Capital Management LLC | 649 | $165.1K | 0.02% | −5−0.8% | Reduced |
| Salem Investment Counselors Inc | 645 | $164.1K | 0.01% | −42−6.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 639 | $162.5K | 0.15% | +1+0.2% | Added |
| Bank of New Hampshire | 636 | $161.8K | 0.05% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 635 | $161.6K | 0.14% | −1,065−62.6% | Reduced |
| Slocum, Gordon & Co LLP | 629 | $160.0K | 0.13% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 625 | $159.0K | 0.03% | +625 | New |
| AdvisorNet Financial, Inc | 605 | $153.9K | 0.01% | +407+205.6% | Added |
| Blackhill Capital Inc | 600 | $152.6K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 596 | $151.6K | 0.03% | +510+593.0% | Added |
| Johnson Financial Group, Inc. | 590 | $150.1K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 561 | $142.7K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 555 | $141.0K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 550 | $140.0K | 0.04% | −159−22.4% | Reduced |
| Jones Financial Companies LLLP | 549 | $139.7K | 0.00% | −29−5.0% | Reduced |
| Brown Brothers Harriman & Co | 543 | $138.1K | 0.00% | +37+7.3% | Added |
| Peoples Financial Services Corp. | 529 | $134.6K | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 522 | $133.0K | 0.03% | −66−11.2% | Reduced |
| Hollencrest Capital Management | 504 | $128.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $127.2K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $127.2K | 0.08% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 496 | $126.2K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 491 | $125.1K | 0.13% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 482 | $122.6K | 0.03% | +482 | New |
| Independence Bank of Kentucky | 465 | $118.3K | 0.05% | −50−9.7% | Reduced |
| Versant Capital Management, Inc | 460 | $117.0K | 0.04% | −1−0.2% | Reduced |
| Parkside Financial Bank & Trust | 455 | $115.6K | 0.03% | −54−10.6% | Reduced |
| Bellevue Asset Management, LLC | 450 | $114.5K | 0.08% | −300−40.0% | Reduced |
| Clear Street Markets LLC | 449 | $114.0K | 0.03% | −1,696−79.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 439 | $112.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 440 | $111.9K | 0.08% | 00.0% | Unchanged |
| Archer Investment Corp | 450 | $108.3K | 0.04% | −105−18.9% | Reduced |
| Clearstead Advisors, LLC | 418 | $106.3K | 0.01% | +14+3.5% | Added |
| Estabrook Capital Management | 400 | $101.8K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 400 | $101.8K | 0.08% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 400 | $101.8K | 0.07% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 382 | $97.2K | 0.05% | +382 | New |
| Baystate Wealth Management LLC | 381 | $97.1K | 0.01% | +1+0.3% | Added |
| Armstrong Advisory Group, Inc | 381 | $96.9K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 375 | $96.1K | 0.03% | −552−59.5% | Reduced |
| Evolution Advisers, Inc. | 373 | $95.0K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,027 | $92.5K | 0.00% | −1,756−63.1% | Reduced |
| Princeton Global Asset Management LLC | 356 | $90.6K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 350 | $89.0K | 0.07% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 346 | $88.0K | 0.02% | +340+5,666.7% | Added |
| Tradition Wealth Management, LLC | 336 | $86.0K | 0.01% | +336 | New |
| Delta Asset Management LLC | 335 | $85.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 332 | $84.1K | 0.01% | +332 | New |
| Sugarloaf Wealth Management, LLC | 329 | $83.7K | 0.02% | +100+43.7% | Added |
| Plante Moran Financial Advisors, LLC | 327 | $83.2K | 0.01% | +1+0.3% | Added |
| Cranbrook Wealth Management, LLC | 314 | $79.9K | 0.02% | 00.0% | Unchanged |
| Motco | 305 | $77.6K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 305 | $77.5K | 0.02% | −60−16.4% | Reduced |
| Community Bank, N.A. | 300 | $76.3K | 0.01% | −438−59.3% | Reduced |