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 28 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 |
|---|---|---|---|---|---|
| Univest Financial Corp | 3,027 | $770.1K | 0.24% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,027 | $770.1K | 0.19% | +110+3.8% | Added |
| Zions Bancorporation, N.A. | 3,027 | $770.1K | 0.07% | +266+9.6% | Added |
| JSF Financial, LLC | 3,020 | $768.3K | 0.29% | +3,020 | New |
| Virtus Investment Advisers, Inc. | 3,017 | $767.6K | 0.54% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 3,000 | $763.2K | 0.01% | −64,482−95.6% | Reduced |
| Sandy Spring Bank | 2,995 | $762.0K | 0.04% | −151−4.8% | Reduced |
| Gyroscope Capital Management Group, LLC | 2,986 | $759.7K | 0.19% | +456+18.0% | Added |
| Caldwell Trust Co | 2,985 | $759.4K | 0.11% | −50−1.6% | Reduced |
| Verition Fund Management LLC | 2,973 | $756.4K | 0.01% | +2,973 | New |
| Banque Pictet & Cie SA | 2,957 | $752.3K | 0.01% | −6,967−70.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,951 | $750.8K | 0.06% | +363+14.0% | Added |
| M&R Capital Management Inc | 2,950 | $750.5K | 0.21% | 00.0% | Unchanged |
| Domani Wealth, LLC | 2,939 | $747.7K | 0.17% | −121−4.0% | Reduced |
| Lincoln Capital LLC | 2,936 | $747.1K | 0.21% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,928 | $745.0K | 0.08% | −736−20.1% | Reduced |
| Dakota Wealth Management | 2,914 | $741.4K | 0.05% | −72−2.4% | Reduced |
| Hardman Johnston Global Advisors LLC | 2,900 | $737.8K | 0.02% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,880 | $732.7K | 0.10% | −50−1.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,878 | $732.2K | 0.03% | −814−22.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,869 | $730.0K | 0.07% | −5,902−67.3% | Reduced |
| Raymond James Trust N.A. | 2,871 | $730.0K | 0.02% | −25−0.9% | Reduced |
| Synovus Financial Corp | 2,865 | $729.2K | 0.01% | −12−0.4% | Reduced |
| Trust Co of Vermont | 2,812 | $715.4K | 0.05% | +115+4.3% | Added |
| Colony Family Offices, LLC | 2,795 | $711.1K | 0.27% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 2,785 | $708.5K | 0.06% | −226−7.5% | Reduced |
| Quantbot Technologies LP | 2,783 | $708.0K | 0.05% | −2,859−50.7% | Reduced |
| Transcend Wealth Collective, LLC | 2,775 | $706.0K | 0.07% | +2,775 | New |
| Wealth Enhancement & Preservation of GA, LLC | 2,761 | $702.4K | 0.84% | −4−0.1% | Reduced |
| WealthTrust Axiom LLC | 2,761 | $702.4K | 0.24% | 00.0% | Unchanged |
| First American Trust, FSB | 2,760 | $702.0K | 0.10% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,752 | $700.0K | 0.02% | −2,637−48.9% | Reduced |
| Fulton Bank, N.A. | 2,733 | $695.3K | 0.04% | −44−1.6% | Reduced |
| J.W. Cole Advisors, Inc. | 2,728 | $694.1K | 0.05% | −16−0.6% | Reduced |
| Glenview Trust Co | 2,723 | $692.8K | 0.02% | +33+1.2% | Added |
| ARS Wealth Advisors Group, LLC | 2,701 | $687.2K | 0.13% | +56+2.1% | Added |
| Prio Wealth Limited Partnership | 2,700 | $686.9K | 0.03% | −300−10.0% | Reduced |
| Hunter Associates Investment Management LLC | 2,649 | $674.0K | 0.14% | −200−7.0% | Reduced |
| Wintrust Investments LLC | 2,649 | $674.0K | 0.09% | +251+10.5% | Added |
| HWG Holdings LP | 2,633 | $669.9K | 0.38% | −6,920−72.4% | Reduced |
| Atwater Malick LLC | 2,632 | $669.6K | 0.31% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 2,623 | $667.3K | 0.11% | +2,623 | New |
| Coho Partners, Ltd. | 2,615 | $665.3K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 2,612 | $664.7K | 0.16% | +5+0.2% | Added |
| Foster Group, Inc. | 2,601 | $661.7K | 0.04% | −62−2.3% | Reduced |
| Baader Bank INC | 2,600 | $661.5K | 0.05% | −1,000−27.8% | Reduced |
| Parthenon LLC | 2,600 | $661.5K | 0.10% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,405 | $660.8K | 0.15% | −634−20.9% | Reduced |
| SL Advisors, LLC | 2,597 | $660.7K | 1.42% | −64−2.4% | Reduced |
| TD Waterhouse Canada Inc. | 1,937 | $658.3K | 0.01% | +168+9.5% | Added |
| Congress Wealth Management LLC | 2,587 | $658.2K | 0.02% | +29+1.1% | Added |
| Flagship Harbor Advisors, LLC | 2,586 | $657.9K | 0.06% | +503+24.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,580 | $656.4K | 0.05% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,562 | $651.8K | 0.05% | −585−18.6% | Reduced |
| Horizon Investments, LLC | 2,558 | $650.8K | 0.02% | −2,605−50.5% | Reduced |
| Argent Trust Co | 2,557 | $650.5K | 0.04% | +49+2.0% | Added |
| Columbia Asset Management | 2,535 | $645.0K | 0.15% | −50−1.9% | Reduced |
| Comerica Securities,inc. | 2,523 | $641.8K | 0.05% | +10.0% | Added |
| Westshore Wealth, LLC | 2,507 | $637.8K | 0.33% | +207+9.0% | Added |
| Schulhoff & Co Inc | 2,481 | $631.2K | 0.29% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 2,434 | $619.2K | 0.05% | −930−27.6% | Reduced |
| Baker Avenue Asset Management, LP | 2,431 | $618.5K | 0.03% | +2,358+3,230.1% | Added |
| Armstrong Henry H Associates Inc | 2,430 | $618.2K | 0.08% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,423 | $616.0K | 0.02% | −5,407−69.1% | Reduced |
| Advisors Management Group Inc | 2,400 | $611.0K | 0.19% | 00.0% | Unchanged |
| Pecaut & Co. | 2,400 | $610.6K | 0.28% | +2,400 | New |
| Capital Investment Advisors, LLC | 2,392 | $608.4K | 0.02% | −129−5.1% | Reduced |
| Beck Bode, LLC | 2,383 | $606.3K | 0.15% | −100−4.0% | Reduced |
| Waterloo Capital, L.P. | 2,354 | $598.9K | 0.19% | +2,354 | New |
| LifeGuide Financial Advisors, LLC | 2,319 | $590.0K | 0.47% | +10+0.4% | Added |
| Woodstock Corp | 2,315 | $589.0K | 0.08% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,308 | $587.2K | 0.07% | −83−3.5% | Reduced |
| Mutual Advisors, LLC | 2,293 | $583.2K | 0.02% | +59+2.6% | Added |
| Northeast Investment Management | 2,291 | $582.9K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 2,247 | $571.7K | 0.04% | +46+2.1% | Added |
| Fiera Capital Corp | 2,240 | $569.9K | 0.00% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,240 | $569.9K | 0.12% | +79+3.7% | Added |
| Associated Banc-Corp | 2,238 | $569.4K | 0.02% | −25−1.1% | Reduced |
| Iowa State Bank | 2,237 | $569.1K | 0.14% | −92−4.0% | Reduced |
| Heartland Bank & Trust Co | 2,237 | $569.1K | 0.43% | +15+0.7% | Added |
| McClarren Financial Advisors, Inc. | 2,219 | $564.0K | 0.51% | +10+0.5% | Added |
| Meeder Advisory Services, Inc. | 2,210 | $562.3K | 0.06% | +539+32.3% | Added |
| Caxton Associates LP | 2,203 | $560.5K | 0.09% | +2,203 | New |
| Global Trust Asset Management, LLC | 2,201 | $559.9K | 0.27% | −200−8.3% | Reduced |
| Duncker Streett & Co Inc | 2,192 | $557.7K | 0.13% | 00.0% | Unchanged |
| First Hawaiian Bank | 2,177 | $553.9K | 0.02% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,176 | $553.6K | 0.04% | +53+2.5% | Added |
| Courier Capital LLC | 2,174 | $553.1K | 0.06% | −315−12.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 2,165 | $550.8K | 0.32% | −235−9.8% | Reduced |
| Vident Investment Advisory, LLC | 2,159 | $549.3K | 0.02% | +465+27.4% | Added |
| MainStreet Investment Advisors LLC | 2,158 | $549.0K | 0.06% | +2,158 | New |
| Angeles Investment Advisors, LLC | 2,140 | $544.4K | 0.04% | −210−8.9% | Reduced |
| Spears Abacus Advisors LLC | 2,135 | $543.2K | 0.05% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 2,125 | $540.6K | 0.13% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,112 | $537.2K | 0.01% | +55+2.7% | Added |
| E&G Advisors, LP | 2,100 | $534.3K | 0.20% | −100−4.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,100 | $534.3K | 0.38% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,098 | $533.9K | 0.03% | +509+32.0% | Added |
| Heritage Investment Group, Inc. | 2,084 | $530.0K | 0.16% | 00.0% | Unchanged |
| Forte Capital LLC | 2,066 | $525.7K | 0.08% | +170+9.0% | Added |