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 |
|---|---|---|---|---|---|
| Lincoln National Corp | 2,064 | $525.2K | 0.01% | +256+14.2% | Added |
| Inspirion Wealth Advisors, LLC | 2,046 | $520.6K | 0.10% | +2,046 | New |
| Townsend & Associates, Inc | 1,900 | $518.8K | 0.21% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,037 | $518.2K | 0.03% | +392+23.8% | Added |
| Tompkins Financial Corp | 2,036 | $518.0K | 0.08% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,020 | $514.0K | 0.09% | 00.0% | Unchanged |
| Allworth Financial LP | 2,018 | $513.4K | 0.01% | +239+13.4% | Added |
| Mainstay Capital Management LLC | 2,000 | $508.8K | 0.10% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 2,000 | $508.8K | 0.11% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,000 | $508.8K | 0.14% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,966 | $508.7K | 0.21% | −13−0.7% | Reduced |
| Belpointe Asset Management LLC | 1,998 | $508.3K | 0.03% | +96+5.0% | Added |
| Walleye Trading LLC | 1,989 | $506.0K | 0.02% | −24,388−92.5% | Reduced |
| Profund Advisors LLC | 1,986 | $505.3K | 0.03% | +469+30.9% | Added |
| Cooper Financial Group | 1,984 | $504.8K | 0.14% | +22+1.1% | Added |
| West Coast Financial LLC | 1,975 | $502.6K | 0.08% | +1+0.1% | Added |
| Lindbrook Capital, LLC | 1,970 | $501.2K | 0.06% | +29+1.5% | Added |
| Essex Financial Services, Inc. | 1,964 | $499.5K | 0.05% | +258+15.1% | Added |
| Pavion Blue Capital, LLC | 1,952 | $496.6K | 0.31% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,952 | $496.5K | 0.08% | +883+82.6% | Added |
| HB Wealth Management, LLC | 1,949 | $495.9K | 0.01% | +547+39.0% | Added |
| Coldstream Capital Management Inc | 1,941 | $493.8K | 0.02% | +105+5.7% | Added |
| Advisors Preferred, LLC | 1,920 | $493.7K | 0.17% | −636−24.9% | Reduced |
| Simplex Trading, LLC | 1,919 | $488.0K | 0.02% | +1,919 | New |
| Abundance Wealth Counselors | 1,915 | $487.0K | 0.12% | 00.0% | Unchanged |
| Simmons Bank | 1,900 | $483.4K | 0.04% | −3−0.2% | Reduced |
| Ledyard National Bank | 1,900 | $483.4K | 0.06% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,897 | $482.8K | 0.03% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 1,898 | $482.8K | 0.07% | +8+0.4% | Added |
| Lido Advisors, LLC | 1,883 | $479.0K | 0.01% | +26+1.4% | Added |
| Wimmer Associates 1, LLC | 1,770 | $478.7K | 0.31% | −265−13.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,884 | $477.3K | 0.13% | +102+5.7% | Added |
| Hall Capital Management Co Inc | 1,875 | $477.0K | 0.28% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,869 | $475.5K | 0.05% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,869 | $475.5K | 0.02% | +102+5.8% | Added |
| Twin Capital Management Inc | 1,868 | $475.2K | 0.06% | −2,131−53.3% | Reduced |
| Wedmont Private Capital | 1,834 | $474.5K | 0.06% | +756+70.1% | Added |
| Bridgefront Capital, LLC | 1,860 | $473.2K | 0.29% | +344+22.7% | Added |
| Front Row Advisors LLC | 1,850 | $471.0K | 0.23% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,850 | $470.7K | 0.20% | +1,850 | New |
| Sippican Capital Advisors | 1,850 | $470.7K | 0.45% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,847 | $469.8K | 0.28% | −29−1.5% | Reduced |
| Blue Square Asset Management, LLC | 1,846 | $469.6K | 0.31% | +1,846 | New |
| WMS Partners, LLC | 1,842 | $468.6K | 0.04% | −3−0.2% | Reduced |
| Northwest Investment Counselors, LLC | 1,832 | $466.1K | 0.13% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,827 | $464.8K | 0.02% | 00.0% | Unchanged |
| Monument Capital Management | 1,819 | $462.8K | 0.15% | +91+5.3% | Added |
| Aft, Forsyth & Company, Inc. | 1,810 | $460.5K | 0.36% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 1,809 | $460.2K | 0.55% | −388−17.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 1,800 | $457.9K | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,799 | $457.8K | 0.01% | +24+1.4% | Added |
| Sanchez Wealth Management Group | 1,799 | $457.7K | 0.20% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,798 | $457.5K | 0.11% | −563−23.8% | Reduced |
| Monterey Private Wealth, Inc. | 1,795 | $456.7K | 0.23% | +41+2.3% | Added |
| Ironwood Investment Counsel, LLC | 1,792 | $455.9K | 0.11% | +4+0.2% | Added |
| Traphagen Investment Advisors LLC | 1,789 | $455.2K | 0.07% | +5+0.3% | Added |
| Barr E S & Co | 1,786 | $454.4K | 0.04% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,782 | $453.4K | 0.09% | +163+10.1% | Added |
| Sepio Capital, LP | 1,769 | $450.1K | 0.04% | −11−0.6% | Reduced |
| Cigna Investments Inc | 1,774 | $450.0K | 0.09% | −34−1.9% | Reduced |
| Essex Savings Bank | 1,766 | $449.3K | 0.16% | 00.0% | Unchanged |
| Thomas White International Ltd | 1,742 | $443.2K | 0.09% | 00.0% | Unchanged |
| MAI Capital Management | 1,741 | $443.0K | 0.01% | +53+3.1% | Added |
| Clear Harbor Asset Management, LLC | 1,732 | $440.6K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,717 | $436.7K | 0.12% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,712 | $435.5K | 0.07% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,705 | $433.8K | 0.02% | +178+11.7% | Added |
| Sherbrooke Park Advisers LLC | 1,700 | $432.5K | 0.65% | −1,900−52.8% | Reduced |
| Cresset Asset Management, LLC | 1,695 | $431.2K | 0.01% | +226+15.4% | Added |
| Cary Street Partner Investment Advisory LLC | 1,694 | $431.0K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,691 | $430.2K | 0.29% | +1,691 | New |
| Hartford Financial Management Inc. | 1,686 | $429.0K | 0.11% | +8+0.5% | Added |
| First National Bank of Hutchinson | 1,686 | $428.9K | 0.34% | +100+6.3% | Added |
| Channel Wealth LLC | 1,679 | $427.2K | 0.28% | +1,679 | New |
| Fox Run Management, L.L.C. | 1,674 | $425.9K | 0.14% | −594−26.2% | Reduced |
| King Luther Capital Management Corp | 1,663 | $423.1K | 0.00% | −200−10.7% | Reduced |
| BCJ Capital Management, LLC | 1,663 | $423.1K | 0.04% | +516+45.0% | Added |
| SeaCrest Wealth Management, LLC | 1,660 | $422.4K | 0.06% | +1+0.1% | Added |
| Cannon Financial Strategists, Inc. | 1,660 | $422.3K | 0.14% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 1,659 | $422.1K | 0.09% | +1,659 | New |
| Madden Securities Corp | 1,651 | $420.0K | 0.22% | −150−8.3% | Reduced |
| DRW Securities, LLC | 1,652 | $420.0K | 0.06% | +1,652 | New |
| Avestar Capital, LLC | 1,645 | $418.5K | 0.08% | +84+5.4% | Added |
| Douglas Lane & Associates, LLC | 1,635 | $416.0K | 0.01% | −260−13.7% | Reduced |
| Laidlaw Wealth Management LLC | 1,634 | $415.7K | 0.08% | −5−0.3% | Reduced |
| Western Wealth Management, LLC | 1,632 | $415.2K | 0.04% | +1,632 | New |
| Koshinski Asset Management, Inc. | 1,615 | $410.9K | 0.04% | +634+64.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,613 | $410.4K | 0.06% | +178+12.4% | Added |
| Zhang Financial LLC | 1,607 | $408.8K | 0.05% | 00.0% | Unchanged |
| Northstar Group, Inc. | 1,602 | $407.6K | 0.10% | 00.0% | Unchanged |
| Tradewinds, LLC. | 1,600 | $407.1K | 0.25% | +1,600 | New |
| Coastal Investment Advisors, Inc. | 1,599 | $406.9K | 0.10% | +267+20.0% | Added |
| Stokes Family Office, LLC | 1,598 | $406.5K | 0.05% | +45+2.9% | Added |
| CWS Financial Advisors, LLC | 1,584 | $403.0K | 0.16% | +1,584 | New |
| J2 Capital Management Inc | 1,581 | $402.2K | 0.62% | +56+3.7% | Added |
| Quadrant Capital Group LLC | 1,573 | $400.2K | 0.04% | −296−15.8% | Reduced |
| Moody National Bank Trust Division | 1,572 | $399.9K | 0.03% | +105+7.2% | Added |
| Colonial River Wealth Management, LLC | 1,571 | $399.7K | 0.23% | +32+2.1% | Added |
| Evercore Wealth Management, LLC | 1,568 | $398.9K | 0.01% | +30+2.0% | Added |
| KLCM Advisors, Inc. | 1,567 | $398.7K | 0.08% | 00.0% | Unchanged |