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 Advisory Group, LLC | 10,660 | $2.71M | 2.03% | −76−0.7% | Reduced |
| Wallace Capital Management Inc. | 10,594 | $2.70M | 0.44% | −25−0.2% | Reduced |
| Peachtree Investment Partners, LLC | 10,556 | $2.69M | 1.68% | −1,964−15.7% | Reduced |
| Richard Bernstein Advisors LLC | 10,555 | $2.69M | 0.06% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 10,391 | $2.64M | 0.14% | −10,240−49.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 10,212 | $2.60M | 0.37% | −1,055−9.4% | Reduced |
| McRae Capital Management Inc | 10,203 | $2.60M | 0.75% | −48−0.5% | Reduced |
| Yacktman Asset Management LP | 10,200 | $2.59M | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,083 | $2.57M | 0.01% | +8+0.1% | Added |
| Physicians Financial Services, Inc. | 10,047 | $2.56M | 1.08% | +25+0.2% | Added |
| Leavell Investment Management, Inc. | 10,037 | $2.55M | 0.18% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 10,004 | $2.55M | 0.05% | +41+0.4% | Added |
| AdvisorShares Investments LLC | 9,868 | $2.51M | 0.78% | +3,500+55.0% | Added |
| Smithfield Trust Co | 9,818 | $2.50M | 0.16% | +14+0.1% | Added |
| Edge Capital Group, LLC | 9,727 | $2.47M | 0.15% | +8,850+1,009.1% | Added |
| Mitchell Capital Management Co | 9,630 | $2.45M | 0.61% | +165+1.7% | Added |
| Norinchukin Bank, The | 9,619 | $2.45M | 0.05% | +288+3.1% | Added |
| Louisiana State Employees Retirement System | 9,600 | $2.44M | 0.06% | +100+1.1% | Added |
| Castle Rock Wealth Management, LLC | 8,860 | $2.43M | 0.87% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,521 | $2.42M | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 9,517 | $2.42M | 0.16% | +1,338+16.4% | Added |
| ICW Investment Advisors LLC | 9,427 | $2.40M | 1.36% | +140+1.5% | Added |
| Campbell Newman Asset Management Inc | 9,400 | $2.39M | 0.23% | 00.0% | Unchanged |
| Suncoast Equity Management | 9,398 | $2.39M | 0.40% | +749+8.7% | Added |
| Brinker Capital Investments, LLC | 9,243 | $2.35M | 0.03% | +5,737+163.6% | Added |
| Orion Portfolio Solutions, LLC | 9,243 | $2.35M | 0.03% | +7,562+449.9% | Added |
| Chiron Investment Management, LLC | 9,231 | $2.35M | 0.42% | +9,231 | New |
| G&S Capital LLC | 9,169 | $2.33M | 1.03% | −232−2.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 9,160 | $2.33M | 0.44% | −464−4.8% | Reduced |
| Concorde Financial Corp | 9,154 | $2.33M | 1.70% | −11,588−55.9% | Reduced |
| Angeles Wealth Management, LLC | 9,034 | $2.30M | 0.34% | −503−5.3% | Reduced |
| Kestra Advisory Services, LLC | 9,020 | $2.29M | 0.02% | −3,438−27.6% | Reduced |
| Stock Yards Bank & Trust Co | 8,984 | $2.29M | 0.09% | −110−1.2% | Reduced |
| Ostrum Asset Management | 8,911 | $2.27M | 0.20% | +8,911 | New |
| Rafferty Asset Management, LLC | 8,908 | $2.27M | 0.02% | +703+8.6% | Added |
| Howland Capital Management LLC | 8,822 | $2.24M | 0.14% | −74−0.8% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,800 | $2.24M | 1.90% | −4,095−31.8% | Reduced |
| Wetherby Asset Management Inc | 8,767 | $2.23M | 0.13% | −1,128−11.4% | Reduced |
| Westhampton Capital, LLC | 8,707 | $2.22M | 1.42% | 00.0% | Unchanged |
| LCNB Corp | 8,618 | $2.19M | 0.99% | 00.0% | Unchanged |
| Wealthquest Corp | 8,500 | $2.16M | 0.28% | 00.0% | Unchanged |
| CX Institutional | 8,396 | $2.16M | 0.11% | +7,186+593.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,465 | $2.15M | 1.08% | −75−0.9% | Reduced |
| First Manhattan Co | 8,452 | $2.15M | 0.01% | −240−2.8% | Reduced |
| AlphaStar Capital Management, LLC | 8,431 | $2.14M | 0.18% | +1,061+14.4% | Added |
| Settian Capital LP | 8,400 | $2.14M | 1.78% | 00.0% | Unchanged |
| Colonial Trust Co | 8,372 | $2.13M | 0.54% | −200−2.3% | Reduced |
| Moors & Cabot, Inc. | 8,322 | $2.12M | 0.15% | +46+0.6% | Added |
| Hutner Capital Management Inc | 8,316 | $2.12M | 1.29% | 00.0% | Unchanged |
| STRS Ohio | 8,235 | $2.10M | 0.01% | −2,092−20.3% | Reduced |
| Sawtooth Solutions, LLC | 8,148 | $2.07M | 0.05% | +6,898+551.8% | Added |
| Asset Advisors Investment Management, LLC | 8,100 | $2.06M | 0.27% | −1,000−11.0% | Reduced |
| 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 |
| Integrated Advisors Network LLC | 7,957 | $2.02M | 0.12% | +520+7.0% | Added |
| Stonebridge Capital Advisors LLC | 7,950 | $2.02M | 0.23% | +138+1.8% | Added |
| Umb Bank N A | 7,942 | $2.02M | 0.03% | −161−2.0% | Reduced |
| Siemens Fonds Invest GmbH | 7,911 | $2.01M | 0.21% | −64−0.8% | Reduced |
| Csenge Advisory Group | 7,903 | $2.01M | 0.15% | +428+5.7% | Added |
| Advisor Partners II, LLC | 7,799 | $1.98M | 0.11% | +259+3.4% | Added |
| Alps Advisors Inc | 7,731 | $1.97M | 0.02% | −435−5.3% | Reduced |
| Nations Financial Group Inc, | 7,678 | $1.95M | 0.20% | +1,085+16.5% | Added |
| FORA Capital, LLC | 7,633 | $1.94M | 0.19% | +6,229+443.7% | Added |
| Roundview Capital LLC | 7,569 | $1.93M | 0.20% | +45+0.6% | Added |
| Kingsview Wealth Management, LLC | 7,547 | $1.92M | 0.08% | +138+1.9% | Added |
| Burns J W & Co Inc | 7,532 | $1.92M | 0.33% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 7,492 | $1.91M | 0.24% | −48−0.6% | Reduced |
| Azzad Asset Management Inc | 7,472 | $1.90M | 0.27% | −6−0.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,104 | $1.88M | 0.03% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 7,310 | $1.86M | 0.00% | −1,500−17.0% | Reduced |
| Intrust Bank NA | 7,206 | $1.83M | 0.23% | +361+5.3% | Added |
| Williams Jones Wealth Management, LLC. | 7,180 | $1.83M | 0.03% | −6−0.1% | Reduced |
| SNS Financial Group, LLC | 7,175 | $1.83M | 0.24% | −785−9.9% | Reduced |
| PFG Advisors | 7,170 | $1.82M | 0.15% | +3,121+77.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,168 | $1.82M | 0.01% | −35,100−83.0% | Reduced |
| Ascent Group, LLC | 7,165 | $1.82M | 0.19% | +1,738+32.0% | Added |
| Exchange Traded Concepts, LLC | 7,101 | $1.81M | 0.05% | +4,218+146.3% | Added |
| Azimuth Capital Investment Management LLC | 7,075 | $1.80M | 0.09% | −50−0.7% | Reduced |
| Financial Counselors Inc | 7,018 | $1.78M | 0.04% | −282−3.9% | Reduced |
| Gouws Capital LLC | 6,980 | $1.78M | 1.59% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 6,979 | $1.78M | 2.08% | +6,979 | New |
| Sheaff Brock Investment Advisors, LLC | 6,959 | $1.77M | 0.18% | +30.0% | Added |
| Buckingham Strategic Partners | 6,929 | $1.76M | 0.11% | +419+6.4% | Added |
| Davenport & Co LLC | 6,867 | $1.75M | 0.01% | +84+1.2% | Added |
| Meiji Yasuda Life Insurance Co | 6,842 | $1.74M | 0.03% | +107+1.6% | Added |
| London Co of Virginia | 6,833 | $1.74M | 0.01% | −29−0.4% | Reduced |
| La Banque Postale Asset Management SA | 6,814 | $1.73M | 0.04% | −315−4.4% | Reduced |
| Mastrapasqua Asset Management Inc | 6,813 | $1.73M | 0.21% | +31+0.5% | Added |
| Empire Financial Management Company, LLC | 6,799 | $1.73M | 0.70% | +6,799 | New |
| Scotia Capital Inc. | 6,792 | $1.73M | 0.01% | +191+2.9% | Added |
| Veriti Management LLC | 6,788 | $1.73M | 0.20% | +490+7.8% | Added |
| New Mexico Educational Retirement Board | 6,778 | $1.72M | 0.09% | −200−2.9% | Reduced |
| Parallel Advisors, LLC | 6,753 | $1.72M | 0.06% | +751+12.5% | Added |
| Huntington National Bank | 6,743 | $1.72M | 0.02% | −368−5.2% | Reduced |
| Private Trust Co NA | 6,720 | $1.71M | 0.23% | +606+9.9% | Added |
| Stephens Inc | 6,681 | $1.70M | 0.03% | −17−0.3% | Reduced |
| Tredje AP-fonden | 6,667 | $1.70M | 0.03% | 00.0% | Unchanged |
| Cim, LLC | 6,656 | $1.69M | 0.34% | +2,934+78.8% | Added |
| Stratos Wealth Partners, LTD. | 6,652 | $1.69M | 0.05% | +508+8.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,626 | $1.69M | 0.01% | −88,860−93.1% | Reduced |