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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 6,574 | $1.67M | 0.09% | −1,581−19.4% | Reduced |
| Avantax Advisory Services, Inc. | 6,553 | $1.67M | 0.02% | +408+6.6% | Added |
| Allen Investment Management LLC | 6,520 | $1.66M | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,499 | $1.65M | 0.07% | +1,324+25.6% | Added |
| Ropes Wealth Advisors LLC | 6,442 | $1.64M | 0.30% | −20.0% | Reduced |
| Qsemble Capital Management, LP | 6,350 | $1.62M | 1.09% | +6,350 | New |
| Great Valley Advisor Group, Inc. | 6,331 | $1.61M | 0.08% | −9,573−60.2% | Reduced |
| Echo Street Capital Management LLC | 6,309 | $1.61M | 0.01% | −1,795−22.1% | Reduced |
| RB Capital Management, LLC | 6,306 | $1.60M | 0.52% | −194−3.0% | Reduced |
| 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 |
| Boothbay Fund Management, LLC | 6,232 | $1.59M | 0.05% | +2,426+63.7% | Added |
| WESPAC Advisors, LLC | 6,214 | $1.58M | 1.49% | +6,214 | New |
| Massachusetts Wealth Management | 6,145 | $1.56M | 1.61% | −350−5.4% | Reduced |
| Smith, Moore & Co. | 6,057 | $1.54M | 0.21% | −295−4.6% | Reduced |
| Summit Financial Group Inc | 6,050 | $1.54M | 0.61% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 6,025 | $1.53M | 1.15% | 00.0% | Unchanged |
| Veritable, L.P. | 6,023 | $1.53M | 0.03% | +127+2.2% | Added |
| Philadelphia Trust Co | 5,954 | $1.51M | 0.15% | 00.0% | Unchanged |
| AIA Group Ltd | 5,942 | $1.51M | 0.08% | −874−12.8% | Reduced |
| Texas Yale Capital Corp. | 5,935 | $1.51M | 0.08% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,916 | $1.50M | 0.31% | −1,400−19.1% | Reduced |
| Ieq Capital, LLC | 5,914 | $1.50M | 0.03% | +1,152+24.2% | Added |
| Pensionfund Sabic | 5,900 | $1.50M | 0.52% | −2,000−25.3% | Reduced |
| Lafayette Investments, Inc. | 5,872 | $1.49M | 0.41% | −3−0.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,852 | $1.49M | 0.20% | +743+14.5% | Added |
| Snowden Capital Advisors LLC | 5,823 | $1.48M | 0.06% | −434−6.9% | Reduced |
| Savant Capital, LLC | 5,769 | $1.47M | 0.03% | −752−11.5% | Reduced |
| DuPont Capital Management Corp | 5,755 | $1.46M | 0.07% | +918+19.0% | Added |
| Ferguson Wellman Capital Management, Inc | 5,722 | $1.46M | 0.04% | −840−12.8% | Reduced |
| Pathstone Family Office, LLC | 5,848 | $1.45M | 0.02% | −3,617−38.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,685 | $1.45M | 0.49% | +237+4.4% | Added |
| Lipe & Dalton | 5,685 | $1.45M | 0.83% | −240−4.1% | Reduced |
| Somerset Trust Co | 5,667 | $1.44M | 0.63% | −144−2.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,648 | $1.44M | 0.02% | +465+9.0% | Added |
| Great Diamond Partners, LLC | 5,624 | $1.43M | 0.41% | +37+0.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.42M | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 5,584 | $1.42M | 1.11% | −40−0.7% | Reduced |
| Aureus Asset Management, LLC | 5,575 | $1.42M | 0.11% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,574 | $1.42M | 0.05% | −234−4.0% | Reduced |
| Advisor Resource Council | 5,471 | $1.42M | 0.36% | +3,159+136.6% | 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 |
| Everence Capital Management Inc | 5,470 | $1.39M | 0.11% | +1,510+38.1% | Added |
| Bellecapital International Ltd. | 5,446 | $1.39M | 0.34% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 5,443 | $1.38M | 0.47% | +35+0.6% | Added |
| Cetera Advisors LLC | 5,441 | $1.38M | 0.02% | −539−9.0% | Reduced |
| CWM, LLC | 5,413 | $1.38M | 0.01% | +1,312+32.0% | Added |
| Geneos Wealth Management Inc. | 5,391 | $1.37M | 0.08% | +1,028+23.6% | Added |
| Fort Washington Investment Advisors Inc | 5,379 | $1.37M | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,328 | $1.36M | 0.05% | −23−0.4% | Reduced |
| TrimTabs Asset Management, LLC | 5,298 | $1.35M | 0.72% | +680+14.7% | Added |
| Hazlett, Burt & Watson, Inc. | 5,278 | $1.34M | 1.10% | −176−3.2% | Reduced |
| Wedbush Securities Inc | 5,269 | $1.34M | 0.07% | +965+22.4% | Added |
| Donoghue Forlines LLC | 5,242 | $1.33M | 0.48% | −464−8.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,230 | $1.33M | 0.11% | −33−0.6% | Reduced |
| Impax Asset Management Group plc | 5,211 | $1.33M | 0.01% | +1,554+42.5% | Added |
| Weiss Asset Management LP | 5,200 | $1.32M | 0.10% | +5,200 | New |
| Keeler Thomas Management LLC | 5,181 | $1.32M | 0.62% | −17,565−77.2% | Reduced |
| Bleakley Financial Group, LLC | 5,171 | $1.32M | 0.04% | −5,118−49.7% | Reduced |
| Rational Advisors LLC | 5,150 | $1.31M | 0.11% | −2,402−31.8% | Reduced |
| Accuvest Global Advisors | 5,150 | $1.31M | 0.59% | +5,150 | New |
| Oxler Private Wealth LLC | 5,135 | $1.31M | 0.65% | +22+0.4% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $1.30M | 0.02% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 5,091 | $1.30M | 0.01% | −257,886−98.1% | Reduced |
| Aaron Wealth Advisors | 5,076 | $1.29M | 0.18% | +369+7.8% | Added |
| Chilton Capital Management LLC | 5,045 | $1.28M | 0.07% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 5,000 | $1.27M | 0.38% | +5,000 | New |
| Bridges Investment Management Inc | 4,991 | $1.27M | 0.05% | +106+2.2% | Added |
| HMS Capital Management, LLC | 4,982 | $1.27M | 0.80% | −124−2.4% | Reduced |
| Vinva Investment Management Ltd | 4,913 | $1.24M | 0.11% | +4,913 | New |
| Woodmont Investment Counsel LLC | 4,878 | $1.24M | 0.13% | −25−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,874 | $1.24M | 0.01% | −7,748−61.4% | Reduced |
| Tempus Wealth Planning, LLC | 4,857 | $1.24M | 0.60% | −269−5.2% | Reduced |
| Haverford Trust Co | 4,843 | $1.23M | 0.01% | −60−1.2% | Reduced |
| Welch & Forbes LLC | 4,836 | $1.23M | 0.02% | 00.0% | Unchanged |
| Meyer Handelman Co | 4,800 | $1.22M | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,797 | $1.22M | 0.15% | +1,098+29.7% | Added |
| AE Wealth Management LLC | 4,743 | $1.21M | 0.01% | −565−10.6% | Reduced |
| Gratus Capital LLC | 4,742 | $1.21M | 0.09% | +48+1.0% | Added |
| Nicholas Hoffman & Company, LLC. | 4,686 | $1.19M | 0.11% | +9+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,621 | $1.18M | 0.03% | +14+0.3% | Added |
| Allegheny Financial Group LTD | 4,579 | $1.17M | 0.47% | +11+0.2% | Added |
| Jackson Creek Investment Advisors LLC | 4,571 | $1.16M | 0.49% | −8−0.2% | Reduced |
| Walleye Capital LLC | 4,530 | $1.15M | 0.02% | +4,530 | New |
| Occudo Quantitative Strategies LP | 4,522 | $1.15M | 0.10% | +4,522 | New |
| Modera Wealth Management, LLC | 4,503 | $1.15M | 0.04% | +120+2.7% | Added |
| Desjardins Global Asset Management Inc. | 4,488 | $1.14M | 0.14% | +903+25.2% | Added |
| Aptus Capital Advisors, LLC | 4,477 | $1.14M | 0.03% | −3,032−40.4% | Reduced |
| Avidian Wealth Solutions, LLC | 4,462 | $1.14M | 0.06% | +35+0.8% | Added |
| Ci Investments Inc. | 4,460 | $1.14M | 0.01% | +322+7.8% | Added |
| Stegent Equity Advisors, Inc. | 4,458 | $1.13M | 1.13% | −1,261−22.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,450 | $1.13M | 0.12% | +100+2.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,414 | $1.12M | 0.01% | +2,131+93.3% | Added |
| Change Path, LLC | 4,402 | $1.12M | 0.06% | −11−0.2% | Reduced |
| Engineers Gate Manager LP | 4,377 | $1.11M | 0.05% | +393+9.9% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 4,379 | $1.11M | 1.06% | −38−0.9% | Reduced |
| Key Financial Inc | 4,358 | $1.11M | 0.40% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,341 | $1.10M | 0.15% | +870+25.1% | Added |
| Campbell & CO Investment Adviser LLC | 4,335 | $1.10M | 0.21% | +2,370+120.6% | Added |