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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hutner Capital Management Inc | 8,317 | $2.08M | 1.21% | +10.0% | Added |
| Settian Capital LP | 8,400 | $2.10M | 1.75% | 00.0% | Unchanged |
| Colonial Trust Co | 8,452 | $2.11M | 0.51% | +80+1.0% | Added |
| Wealthquest Corp | 8,500 | $2.12M | 0.25% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,515 | $2.13M | 1.04% | +50+0.6% | Added |
| Banque Cantonale Vaudoise | 8,521 | $2.13M | 0.10% | −3,930−31.6% | Reduced |
| Howland Capital Management LLC | 8,523 | $2.13M | 0.12% | −299−3.4% | Reduced |
| Ascent Group, LLC | 9,492 | $2.13M | 0.23% | +2,327+32.5% | Added |
| Angeles Wealth Management, LLC | 8,593 | $2.15M | 0.29% | −441−4.9% | Reduced |
| Savant Capital, LLC | 8,607 | $2.15M | 0.03% | +2,838+49.2% | Added |
| LCNB Corp | 8,618 | $2.15M | 0.92% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,625 | $2.15M | 0.14% | +303+3.6% | Added |
| Westhampton Capital, LLC | 8,657 | $2.16M | 1.40% | −50−0.6% | Reduced |
| Wetherby Asset Management Inc | 8,704 | $2.17M | 0.12% | −63−0.7% | Reduced |
| Shelton Capital Management | 8,741 | $2.18M | 0.08% | +5,300+154.0% | Added |
| Stock Yards Bank & Trust Co | 8,784 | $2.19M | 0.08% | −200−2.2% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,800 | $2.20M | 1.88% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 8,860 | $2.20M | 0.75% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 8,870 | $2.21M | 0.22% | +7,368+490.5% | Added |
| Wescott Financial Advisory Group, LLC | 8,870 | $2.21M | 0.39% | +5,127+137.0% | Added |
| Ostrum Asset Management | 8,919 | $2.23M | 0.19% | +8+0.1% | Added |
| Vident Investment Advisory, LLC | 8,957 | $2.24M | 0.08% | +6,798+314.9% | Added |
| Dean Investment Associates, LLC | 8,966 | $2.24M | 0.36% | −3,448−27.8% | Reduced |
| AlphaStar Capital Management, LLC | 9,031 | $2.26M | 0.25% | +600+7.1% | Added |
| Louisiana State Employees Retirement System | 9,100 | $2.27M | 0.05% | −500−5.2% | Reduced |
| Kames Capital plc | 9,146 | $2.28M | 0.04% | −2,455−21.2% | Reduced |
| Campbell Newman Asset Management Inc | 9,400 | $2.35M | 0.21% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 9,514 | $2.38M | 1.28% | +87+0.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,529 | $2.38M | 0.03% | +8+0.1% | Added |
| TD Waterhouse Canada Inc. | 7,463 | $2.39M | 0.02% | +5,526+285.3% | Added |
| Summit Place Financial Advisors, LLC | 9,650 | $2.41M | 1.56% | −1,110−10.3% | Reduced |
| Wakefield Asset Management LLLP | 9,653 | $2.41M | 0.96% | −1,311−12.0% | Reduced |
| Mount Lucas Management LP | 9,665 | $2.41M | 0.87% | −3,360−25.8% | Reduced |
| EHP Funds Inc. | 9,700 | $2.42M | 0.69% | −6,000−38.2% | Reduced |
| Chartwell Investment Partners, LLC | 9,737 | $2.43M | 0.09% | +9,737 | New |
| Rafferty Asset Management, LLC | 9,812 | $2.45M | 0.01% | +904+10.1% | Added |
| Smithfield Trust Co | 9,822 | $2.45M | 0.15% | +40.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 10,000 | $2.50M | 0.69% | +5,000+100.0% | Added |
| Leavell Investment Management, Inc. | 10,037 | $2.51M | 0.17% | 00.0% | Unchanged |
| McRae Capital Management Inc | 10,038 | $2.51M | 0.71% | −165−1.6% | Reduced |
| Physicians Financial Services, Inc. | 10,047 | $2.51M | 0.99% | 00.0% | Unchanged |
| Yacktman Asset Management LP | 10,200 | $2.55M | 0.02% | 00.0% | Unchanged |
| Suncoast Equity Management | 10,268 | $2.56M | 0.38% | +870+9.3% | Added |
| Hartford Investment Management Co | 10,320 | $2.58M | 0.10% | −2,051−16.6% | Reduced |
| SG Americas Securities, LLC | 10,387 | $2.59M | 0.02% | +8,921+608.5% | Added |
| Wallace Capital Management Inc. | 10,524 | $2.63M | 0.41% | −70−0.7% | Reduced |
| Edge Capital Group, LLC | 10,531 | $2.63M | 0.15% | +804+8.3% | Added |
| Richard Bernstein Advisors LLC | 10,555 | $2.64M | 0.06% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 10,697 | $2.67M | 0.14% | +1,180+12.4% | Added |
| Te Ahumairangi Investment Management Ltd | 10,707 | $2.67M | 0.36% | +495+4.8% | Added |
| Norinchukin Bank, The | 10,798 | $2.70M | 0.05% | +1,179+12.3% | Added |
| Employees Retirement System of Texas | 10,828 | $2.70M | 0.04% | −5,948−35.5% | Reduced |
| Concorde Financial Corp | 10,832 | $2.70M | 1.77% | +1,678+18.3% | Added |
| Liberty One Investment Management, LLC | 10,931 | $2.73M | 0.35% | −129−1.2% | Reduced |
| Silvercrest Asset Management Group LLC | 11,135 | $2.78M | 0.02% | +83+0.8% | Added |
| Quadrature Capital Ltd | 11,195 | $2.80M | 0.06% | −24,255−68.4% | Reduced |
| Peachtree Investment Partners, LLC | 11,218 | $2.80M | 1.28% | +662+6.3% | Added |
| Maryland State Retirement & Pension System | 11,249 | $2.81M | 0.06% | −229−2.0% | Reduced |
| TKG Advisors, LLC | 11,367 | $2.84M | 1.84% | −2,538−18.3% | Reduced |
| Burney Co | 11,405 | $2.85M | 0.13% | −59−0.5% | Reduced |
| Assetmark, Inc | 11,417 | $2.85M | 0.01% | +44+0.4% | Added |
| Keybank National Association | 11,421 | $2.85M | 0.01% | +49+0.4% | Added |
| InterOcean Capital Group, LLC | 11,669 | $2.91M | 0.09% | −824−6.6% | Reduced |
| Captrust Financial Advisors | 11,675 | $2.92M | 0.01% | +1,592+15.8% | Added |
| Greenleaf Trust | 11,700 | $2.92M | 0.03% | −534−4.4% | Reduced |
| Daiwa Securities Group Inc. | 11,720 | $2.93M | 0.02% | +251+2.2% | Added |
| Echo Street Capital Management LLC | 11,830 | $2.95M | 0.03% | +5,521+87.5% | Added |
| Kentucky Retirement Systems | 11,842 | $2.96M | 0.10% | +222+1.9% | Added |
| Next Level Private LLC | 12,251 | $2.96M | 1.92% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 11,875 | $2.97M | 0.27% | +8,284+230.7% | Added |
| Brookstone Capital Management | 12,277 | $2.98M | 0.06% | +1,272+11.6% | Added |
| Crossmark Global Holdings, Inc. | 12,756 | $3.01M | 0.06% | +563+4.6% | Added |
| Brookfield Asset Management Inc. | 12,070 | $3.01M | 0.01% | −18,672−60.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,077 | $3.02M | 0.33% | −10−0.1% | Reduced |
| Kestra Advisory Services, LLC | 12,113 | $3.02M | 0.03% | +3,093+34.3% | Added |
| Elo Mutual Pension Insurance Co | 12,113 | $3.02M | 0.09% | +378+3.2% | Added |
| Kempen Capital Management N.V. | 12,235 | $3.06M | 0.06% | +2,231+22.3% | Added |
| Abn Amro Investment Solutions | 12,247 | $3.06M | 0.06% | −10,025−45.0% | Reduced |
| Fragasso Group Inc. | 12,321 | $3.08M | 0.33% | +12,321 | New |
| Securian Asset Management, Inc | 12,371 | $3.09M | 0.08% | −100−0.8% | Reduced |
| Brinker Capital Investments, LLC | 12,472 | $3.11M | 0.03% | +3,229+34.9% | Added |
| Orion Portfolio Solutions, LLC | 12,472 | $3.11M | 0.03% | +3,229+34.9% | Added |
| Paloma Partners Management Co | 12,601 | $3.15M | 0.73% | +8,266+190.7% | Added |
| D.A. Davidson & Co. | 12,606 | $3.15M | 0.03% | −335−2.6% | Reduced |
| Prospera Financial Services Inc | 12,697 | $3.17M | 0.12% | +1,660+15.0% | Added |
| Cetera Investment Advisers | 12,763 | $3.19M | 0.03% | +860+7.2% | Added |
| AdvisorShares Investments LLC | 13,010 | $3.25M | 0.93% | +3,142+31.8% | Added |
| Geneva Partners, LLC | 13,071 | $3.26M | 2.13% | −135−1.0% | Reduced |
| Simplex Trading, LLC | 13,070 | $3.26M | 0.14% | +11,151+581.1% | Added |
| Signet Financial Management, LLC | 13,083 | $3.27M | 0.52% | +240+1.9% | Added |
| Investment Management Corp of Ontario | 13,135 | $3.28M | 0.14% | −1,319−9.1% | Reduced |
| Dearborn Partners LLC | 13,149 | $3.28M | 0.13% | +10+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 13,206 | $3.30M | 0.03% | −408−3.0% | Reduced |
| British Columbia Investment Management Corp | 13,272 | $3.31M | 0.03% | +185+1.4% | Added |
| JustInvest LLC | 13,469 | $3.36M | 0.10% | +525+4.1% | Added |
| Beacon Pointe Advisors, LLC | 13,510 | $3.37M | 0.06% | −824−5.7% | Reduced |
| KCM Investment Advisors LLC | 13,564 | $3.39M | 0.14% | +86+0.6% | Added |
| Carret Asset Management, LLC | 13,600 | $3.40M | 0.45% | +200+1.5% | Added |
| Atlantic Trust, LLC | 13,383 | $3.40M | 1.09% | −1,291−8.8% | Reduced |
| Ritholtz Wealth Management | 13,648 | $3.41M | 0.15% | +448+3.4% | Added |