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 |
|---|---|---|---|---|---|
| Paloma Partners Management Co | 4,335 | $1.10M | 0.24% | +4,335 | New |
| Sumitomo Life Insurance Co | 4,313 | $1.10M | 0.09% | −45−1.0% | Reduced |
| WSFS Capital Management, LLC | 4,310 | $1.10M | 0.11% | −390−8.3% | Reduced |
| Harvey Investment Co LLC | 4,307 | $1.10M | 0.14% | 00.0% | Unchanged |
| Ethic Inc. | 4,303 | $1.09M | 0.04% | +1,997+86.6% | Added |
| E. Ohman J:or Asset Management AB | 4,300 | $1.09M | 0.04% | +500+13.2% | Added |
| Diversified Trust Co | 4,256 | $1.08M | 0.04% | +1,017+31.4% | Added |
| Donaldson Capital Management, LLC | 4,240 | $1.08M | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,233 | $1.08M | 0.07% | +112+2.7% | Added |
| BLB&B Advisors, LLC | 4,220 | $1.07M | 0.08% | −60−1.4% | Reduced |
| Oak Thistle LLC | 4,202 | $1.07M | 0.63% | +4,202 | New |
| Balentine LLC | 4,186 | $1.07M | 0.04% | −2,207−34.5% | Reduced |
| Pinnacle Financial Partners Inc | 4,164 | $1.06M | 0.03% | −158−3.7% | Reduced |
| Independent Wealth Network Inc. | 4,161 | $1.06M | 0.68% | −592−12.5% | Reduced |
| Ingalls & Snyder LLC | 4,160 | $1.06M | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,135 | $1.05M | 0.03% | −986−19.3% | Reduced |
| Wealthspire Advisors, LLC | 4,090 | $1.04M | 0.02% | −3,668−47.3% | Reduced |
| Virtus ETF Advisers LLC | 4,088 | $1.04M | 0.57% | +4,088 | New |
| Empirical Finance, LLC | 4,064 | $1.03M | 0.10% | +212+5.5% | Added |
| First National Trust Co | 4,042 | $1.03M | 0.05% | −63−1.5% | Reduced |
| Formidable Asset Management, LLC | 4,007 | $1.03M | 0.22% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,016 | $1.02M | 0.35% | +1,577+64.7% | Added |
| Gifford Fong Associates | 4,000 | $1.02M | 0.27% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4,000 | $1.02M | 0.27% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $1.02M | 0.26% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,968 | $1.01M | 0.03% | +3,968 | New |
| First Command Bank | 3,937 | $1.00M | 0.10% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 3,937 | $1.00M | 0.10% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 3,925 | $998.6K | 0.52% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 3,923 | $998.0K | 0.65% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 3,929 | $995.2K | 0.26% | +175+4.7% | Added |
| Cullen/Frost Bankers, Inc. | 3,904 | $993.2K | 0.02% | +147+3.9% | Added |
| Field & Main Bank | 3,899 | $991.9K | 0.59% | +100+2.6% | Added |
| Meitav Dash Investments Ltd | 3,860 | $977.7K | 0.02% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,813 | $970.0K | 0.35% | −1,163−23.4% | Reduced |
| Qtron Investments LLC | 3,805 | $968.0K | 0.20% | +232+6.5% | Added |
| Northstar Asset Management LLC | 3,800 | $966.8K | 0.28% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,797 | $966.1K | 0.04% | −3,837−50.3% | Reduced |
| Gladstone Institutional Advisory LLC | 3,796 | $965.7K | 0.06% | −574−13.1% | Reduced |
| Diligent Investors, LLC | 3,777 | $960.9K | 0.30% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 3,764 | $957.6K | 0.72% | +255+7.3% | Added |
| Bartlett & Co. Wealth Management LLC | 3,763 | $957.4K | 0.02% | −50−1.3% | Reduced |
| Bartlett & Co. LLC | 3,763 | $957.0K | 0.02% | −50−1.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,743 | $952.3K | 0.21% | −9−0.2% | Reduced |
| Symmetry Partners, LLC | 3,706 | $943.0K | 0.05% | −361−8.9% | Reduced |
| Busey Wealth Management | 3,634 | $924.5K | 0.04% | −488−11.8% | Reduced |
| Franklin Street Advisors Inc | 3,630 | $924.0K | 0.08% | −400−9.9% | Reduced |
| Zimmermann Investment Management & Planning LLC | 3,629 | $923.1K | 0.48% | −177−4.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,591 | $913.7K | 0.04% | +125+3.6% | Added |
| Edgestream Partners, L.P. | 3,591 | $913.6K | 0.10% | +1,692+89.1% | Added |
| Farmers Trust Co | 3,589 | $913.1K | 0.20% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 3,575 | $909.5K | 0.26% | +248+7.5% | Added |
| Old National Bancorp | 3,558 | $905.2K | 0.03% | −416−10.5% | Reduced |
| Jacobi Capital Management LLC | 3,530 | $898.1K | 0.11% | −104−2.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,530 | $898.1K | 0.12% | −131−3.6% | Reduced |
| Headinvest, LLC | 3,525 | $896.8K | 0.20% | −92−2.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,504 | $891.6K | 0.04% | +15+0.4% | Added |
| Klingman & Associates, LLC | 3,479 | $885.1K | 0.08% | +1,205+53.0% | Added |
| Pine Valley Investments Ltd Liability Co | 3,202 | $877.7K | 0.13% | +3,202 | New |
| WBH Advisory Inc | 3,447 | $876.9K | 0.11% | +3,447 | New |
| Shelton Capital Management | 3,441 | $875.4K | 0.04% | +2,500+265.7% | Added |
| Valeo Financial Advisors, LLC | 3,438 | $874.8K | 0.04% | +262+8.2% | Added |
| Boston Private Wealth LLC | 3,435 | $874.0K | 0.01% | −75−2.1% | Reduced |
| United Capital Financial Advisers, LLC | 3,422 | $870.5K | 0.00% | +33+1.0% | Added |
| Ade, LLC | 3,420 | $870.1K | 0.62% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 3,410 | $867.5K | 0.21% | −672−16.5% | Reduced |
| SPC Financial, Inc. | 3,405 | $866.3K | 0.10% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 3,401 | $865.2K | 0.05% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,391 | $862.7K | 0.06% | +132+4.1% | Added |
| Ipswich Investment Management Co., Inc. | 3,375 | $858.6K | 0.23% | 00.0% | Unchanged |
| Western Financial Corp | 3,369 | $857.1K | 0.61% | +34+1.0% | Added |
| Fairfield Financial Advisors, LTD | 3,356 | $850.0K | 0.37% | +2,497+290.7% | Added |
| Unigestion Holding SA | 3,342 | $846.5K | 0.05% | −5,889−63.8% | Reduced |
| Quantinno Capital Management LP | 3,321 | $845.0K | 0.06% | +783+30.9% | Added |
| Graham Capital Management, L.P. | 3,312 | $842.6K | 0.03% | −2,347−41.5% | Reduced |
| Tarbox Family Office, Inc. | 3,305 | $840.8K | 0.17% | −128−3.7% | Reduced |
| Signaturefd, LLC | 3,304 | $840.6K | 0.02% | +366+12.5% | Added |
| Ami Asset Management Corp | 3,304 | $840.6K | 0.05% | +3+0.1% | Added |
| Somerville Kurt F | 3,300 | $839.6K | 0.15% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,296 | $838.5K | 0.05% | +38+1.2% | Added |
| Pinnacle Associates Ltd | 3,287 | $836.2K | 0.02% | +250+8.2% | Added |
| Meridian Wealth Management, LLC | 3,285 | $835.7K | 0.07% | +251+8.3% | Added |
| National Asset Management, Inc. | 3,263 | $830.2K | 0.02% | +119+3.8% | Added |
| Douglass Winthrop Advisors, LLC | 3,259 | $829.0K | 0.02% | −25−0.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,248 | $826.2K | 0.03% | +401+14.1% | Added |
| Insight Advisors, LLC | 3,248 | $826.2K | 0.19% | −1,605−33.1% | Reduced |
| Fernwood Investment Management, LLC | 3,225 | $820.5K | 0.31% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,222 | $819.7K | 0.14% | −97−2.9% | Reduced |
| Valley Brook Capital Group | 3,195 | $812.9K | 0.75% | −102−3.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,184 | $810.2K | 0.03% | +3,184 | New |
| Integrated Wealth Concepts LLC | 3,172 | $807.0K | 0.02% | +1,273+67.0% | Added |
| Trust Co of Toledo NA | 3,170 | $806.5K | 0.14% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,124 | $795.0K | 0.06% | −169−5.1% | Reduced |
| Level Four Advisory Services, LLC | 3,117 | $793.0K | 0.05% | +589+23.3% | Added |
| Blueshift Asset Management, LLC | 3,095 | $787.4K | 0.33% | +3,095 | New |
| HM Payson & Co | 3,092 | $786.6K | 0.02% | −53−1.7% | Reduced |
| Oakworth Capital, Inc. | 3,076 | $782.6K | 0.07% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 3,066 | $780.0K | 0.03% | +1,333+76.9% | Added |
| Claro Advisors LLC | 3,049 | $775.7K | 0.23% | +192+6.7% | Added |
| Waters Parkerson & Co., LLC | 3,038 | $773.0K | 0.05% | 00.0% | Unchanged |