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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, Q2 2023

Institutional positions in Hershey Co as of Jun 30, 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
1,357
+26 vs. Q1 2023
Shares held
117.7M
+2.45M (+2.1%) vs. Q1 2023
Total value
$29.4B
+$27.6M (+0.1%) vs. Q1 2023
New holders
101
489 more added
Sold out
75
465 more reduced

6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,357 institutions
Q1 2021: 1,007 institutionsQ2 2021: 1,040 institutionsQ3 2021: 1,040 institutionsQ4 2021: 1,138 institutionsQ1 2022: 1,191 institutionsQ2 2022: 1,212 institutionsQ3 2022: 1,228 institutionsQ4 2022: 1,294 institutionsQ1 2023: 1,337 institutionsQ2 2023: 1,357 institutionsQ3 2023: 1,301 institutionsQ4 2023: 1,352 institutionsQ1 2024: 1,362 institutionsQ2 2024: 1,384 institutionsQ3 2024: 1,400 institutionsQ4 2024: 1,349 institutionsQ1 2025: 1,348 institutionsQ2 2025: 1,314 institutionsQ3 2025: 1,360 institutionsQ4 2025: 1,415 institutionsQ1 2026: 1,480 institutionsQ2 2026: 1,417 institutions
Value heldQ2 2023: $29.4B
Q1 2021: $17.3BQ2 2021: $19.0BQ3 2021: $18.6BQ4 2021: $21.0BQ1 2022: $23.8BQ2 2022: $24.1BQ3 2022: $24.9BQ4 2022: $26.2BQ1 2023: $29.4BQ2 2023: $29.4BQ3 2023: $23.5BQ4 2023: $21.8BQ1 2024: $22.8BQ2 2024: $21.6BQ3 2024: $23.6BQ4 2024: $20.6BQ1 2025: $21.0BQ2 2025: $21.3BQ3 2025: $23.7BQ4 2025: $23.2BQ1 2026: $25.9BQ2 2026: $22.8B
Institutions holding HSY and their total value by quarter
QuarterHoldersValue
Q2 20261,417$22.8B
Q1 20261,480$25.9B
Q4 20251,415$23.2B
Q3 20251,360$23.7B
Q2 20251,314$21.3B
Q1 20251,348$21.0B
Q4 20241,349$20.6B
Q3 20241,400$23.6B
Q2 20241,384$21.6B
Q1 20241,362$22.8B
Q4 20231,352$21.8B
Q3 20231,301$23.5B
Q2 20231,357$29.4B
Q1 20231,337$29.4B
Q4 20221,294$26.2B
Q3 20221,228$24.9B
Q2 20221,212$24.1B
Q1 20221,191$23.8B
Q4 20211,138$21.0B
Q3 20211,040$18.6B
Q2 20211,040$19.0B
Q1 20211,007$17.3B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q1 2023.

Institutions holding HSY in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
ZRC Wealth Management, LLC0$130.00%0Unchanged
Tucker Asset Management LLC1$2500.00%−4−80.0%Reduced
Tfo-TDC, LLC1$2500.00%00.0%Unchanged
Carolina Wealth Advisors, LLC1$2500.00%00.0%Unchanged
PEAK6 Investments LLC3$6880.00%−650−99.5%Reduced
Atlas Capital Advisors LLC3$7490.00%00.0%Unchanged
Sound Income Strategies, LLC3$7490.00%00.0%Unchanged
TFC Financial Management3$7500.00%00.0%Unchanged
Live Oak Investment Partners–$1.25K0.00%–New
Robbins Farley LLC5$1.25K0.00%00.0%Unchanged
West Paces Advisors Inc.5$1.25K0.00%00.0%Unchanged
First Capital Advisors Group, LLC.5$1.25K0.00%+5New
USA Financial Portformulas Corp6$1.50K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC6$1.50K0.00%+6New
Whittier Trust Co7$1.75K0.00%00.0%Unchanged
Arlington Partners LLC7$1.75K0.00%−100−93.5%Reduced
Retirement Group, LLC7$1.75K0.00%+7New
ClariVest Asset Management LLC8$2.00K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC9$2.25K0.00%+4+80.0%Added
Bay Harbor Wealth Management, LLC9$2.25K0.00%+9New
DRH Investments, Inc.10$2.53K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.11$2.75K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC12$2.98K0.00%+12New
Impact Partnership Wealth, LLC12$3.00K0.00%+12New
SkyView Investment Advisors, LLC12$3.00K0.00%+8+200.0%Added
Lam Group, Inc.13$3.25K0.00%00.0%Unchanged
Beacon Capital Management, LLC14$3.39K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC14$3.50K0.00%−19−57.6%Reduced
Disciplined Investments, LLC14$3.50K0.00%−2−12.5%Reduced
Guardian Wealth Management, Inc.15$3.66K0.00%00.0%Unchanged
Copeland Capital Management, LLC15$3.75K0.00%00.0%Unchanged
SJS Investment Consulting Inc.15$3.75K0.00%−1−6.3%Reduced
Cape Investment Advisory, Inc.16$3.88K0.00%+1+6.7%Added
Kelly Lawrence W & Associates Inc16$4.13K0.00%00.0%Unchanged
Grove Bank & Trust17$4.25K0.00%00.0%Unchanged
Stone House Investment Management, LLC17$4.25K0.00%00.0%Unchanged
Venturi Wealth Management, LLC17$4.25K0.00%+12+240.0%Added
SRS Capital Advisors, Inc.17$4.27K0.00%00.0%Unchanged
PayPay Securities Corp18$4.50K0.28%−7−28.0%Reduced
WealthPLAN Partners, LLC19$4.74K0.00%+11+137.5%Added
NewSquare Capital LLC20$4.99K0.00%00.0%Unchanged
Avion Wealth24$5.00K0.00%+20+500.0%Added
Sofos Investments, Inc.250$5.07K0.02%+250New
Nemes Rush Group LLC22$5.49K0.00%+22New
Raffa Wealth Management, LLC23$5.74K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC23$5.74K0.00%00.0%Unchanged
Park Place Capital Corp24$5.99K0.00%+24New
Asset Dedication, LLC26$6.00K0.00%00.0%Unchanged
Norwood Financial Corp25$6.24K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC27$6.74K0.00%00.0%Unchanged
Aspire Private Capital, LLC28$7.00K0.00%00.0%Unchanged
Horan Securities, Inc.28$7.08K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.29$7.29K0.00%00.0%Unchanged
Larson Financial Group LLC32$7.99K0.00%00.0%Unchanged
Red Tortoise LLC32$7.99K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC33$8.00K0.00%−9−21.4%Reduced
Capital Advisors, Ltd. LLC31$8.00K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC33$8.24K0.01%00.0%Unchanged
Globeflex Capital L P34$8.49K0.00%00.0%Unchanged
GW&K Investment Management, LLC37$9.00K0.00%+37New
Johnson Financial Group, Inc.40$9.99K0.00%−550−93.2%Reduced
McIlrath & Eck, LLC40$9.99K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC42$10.3K0.00%+1+2.4%Added
Kozak & Associates, Inc.44$11.0K0.00%+1+2.3%Added
HighMark Wealth Management LLC44$11.0K0.01%00.0%Unchanged
Loomis Sayles & Co L P43$11.0K0.00%−12−21.8%Reduced
Addison Advisors LLC45$11.2K0.01%−63−58.3%Reduced
Valley National Advisers Inc46$12.0K0.00%+15+48.4%Added
Piscataqua Savings Bank50$12.5K0.01%00.0%Unchanged
Hoese & Co LLP50$12.5K0.01%00.0%Unchanged
Steward Financial Group LLC53$13.0K0.00%+53New
Eagle Bay Advisors LLC55$13.7K0.01%+1+1.9%Added
Insight Financial Services57$14.2K0.04%+57New
Headlands Technologies LLC57$14.2K0.00%−1,634−96.6%Reduced
Stephens Consulting, LLC57$14.2K0.01%00.0%Unchanged
West Oak Capital, LLC60$15.0K0.01%+60New
AXS Investments LLC63$15.7K0.00%−34−35.1%Reduced
Trifecta Capital Advisors, LLC63$15.7K0.01%00.0%Unchanged
Abound Wealth Management63$15.7K0.01%+17+37.0%Added
Earnest Partners LLC66$16.5K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.67$16.7K0.01%00.0%Unchanged
Farther Finance Advisors, LLC67$16.7K0.00%+27+67.5%Added
Tradewinds Capital Management, LLC67$16.8K0.01%00.0%Unchanged
Pacific Center for Financial Services71$17.7K0.01%00.0%Unchanged
Dividend Assets Capital, LLC71$18.0K0.00%−709−90.9%Reduced
Kessler Investment Group, LLC75$18.7K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.75$18.8K0.01%+75New
Highlander Capital Management, LLC75$19.0K0.01%00.0%Unchanged
Fred Alger Management, LLC83$20.7K0.00%+83New
Financial Management Professionals, Inc.84$21.0K0.00%+2+2.4%Added
ICA Group Wealth Management, LLC97$24.2K0.01%−60−38.2%Reduced
Pacifica Partners Inc.100$24.9K0.01%00.0%Unchanged
Wellington Shields Capital Management, LLC100$25.0K0.00%−50−33.3%Reduced
Baldwin Brothers Inc100$25.0K0.00%00.0%Unchanged
Sittner & Nelson, LLC100$25.0K0.01%00.0%Unchanged
Financial Freedom, LLC100$25.0K0.02%00.0%Unchanged
Institutional & Family Asset Management, LLC100$25.0K0.00%+100New
Glass Jacobson Investment Advisors llc100$25.0K0.01%+100New
West Branch Capital LLC108$27.0K0.01%00.0%Unchanged
Heritage Wealth Advisors110$27.5K0.00%00.0%Unchanged