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 29 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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 649 | $165.0K | 0.00% | −145−18.3% | Reduced |
| New Millennium Group LLC | 666 | $166.1K | 0.15% | −196−22.7% | Reduced |
| Anchor Investment Management, LLC | 688 | $171.8K | 0.02% | −125−15.4% | Reduced |
| Slocum, Gordon & Co LLP | 693 | $173.0K | 0.15% | +64+10.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 700 | $175.0K | 0.11% | −400−36.4% | Reduced |
| CoreFirst Bank & Trust | 704 | $175.8K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 710 | $177.4K | 0.01% | +12+1.7% | Added |
| Private Ocean, LLC | 762 | $190.2K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 773 | $193.0K | 0.01% | −63−7.5% | Reduced |
| RE Advisers Corp | 785 | $196.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 786 | $196.3K | 0.02% | −28−3.4% | Reduced |
| Coston, McIsaac & Partners | 800 | $199.0K | 0.07% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 800 | $199.8K | 0.05% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 803 | $200.4K | 0.01% | +803 | New |
| TCI Wealth Advisors, Inc. | 809 | $202.0K | 0.03% | −4−0.5% | Reduced |
| Hantz Financial Services, Inc. | 811 | $203.0K | 0.01% | +2+0.2% | Added |
| JFS Wealth Advisors, LLC | 814 | $203.3K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 820 | $204.8K | 0.06% | −854−51.0% | Reduced |
| D'Orazio & Associates, Inc. | 820 | $204.8K | 0.05% | −81−9.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 823 | $205.4K | 0.10% | +823 | New |
| GYL Financial Synergies, LLC | 825 | $206.0K | 0.02% | −13−1.6% | Reduced |
| Collective Family Office LLC | 825 | $206.0K | 0.08% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 828 | $206.8K | 0.03% | +828 | New |
| New Hampshire Trust | 830 | $207.3K | 0.05% | −65−7.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 830 | $207.3K | 0.03% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 830 | $207.3K | 0.14% | −32−3.7% | Reduced |
| WealthShield Partners, LLC | 831 | $207.4K | 0.03% | +1+0.1% | Added |
| Global Retirement Partners, LLC | 834 | $208.2K | 0.01% | +2+0.2% | Added |
| IAM Advisory, LLC | 839 | $209.6K | 0.07% | +839 | New |
| Shell Asset Management Co | 840 | $210.0K | 0.01% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 843 | $210.5K | 0.08% | +843 | New |
| Sterling Financial Planning, Inc. | 845 | $211.0K | 0.10% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 845 | $211.0K | 0.13% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 844 | $211.0K | 0.01% | +9+1.1% | Added |
| ShankerValleau Wealth Advisors, Inc. | 847 | $211.5K | 0.12% | 00.0% | Unchanged |
| Aspiriant, LLC | 847 | $211.5K | 0.01% | +847 | New |
| Scholtz & Company, LLC | 850 | $212.0K | 0.13% | +30+3.7% | Added |
| Epic Trust Investment Advisors, LLC | 857 | $213.9K | 0.30% | +56+7.0% | Added |
| Centaurus Financial, Inc. | 859 | $214.0K | 0.02% | −2,265−72.5% | Reduced |
| Front Barnett Associates LLC | 859 | $214.0K | 0.02% | −60−6.5% | Reduced |
| Thomasville National Bank | 858 | $214.2K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 884 | $214.8K | 0.03% | +52+6.3% | Added |
| Holderness Investments Co | 861 | $214.9K | 0.08% | +3+0.3% | Added |
| AlphaCentric Advisors LLC | 862 | $215.2K | 0.12% | −266−23.6% | Reduced |
| Acorn Wealth Advisors, LLC | 863 | $215.5K | 0.15% | +3+0.3% | Added |
| Merit Financial Group, LLC | 867 | $216.5K | 0.01% | +867 | New |
| Massmutual Trust Co FSB | 870 | $217.2K | 0.01% | +36+4.3% | Added |
| MV Capital Management, Inc. | 872 | $217.7K | 0.03% | +2+0.2% | Added |
| Gateway Investment Advisers LLC | 877 | $219.0K | 0.00% | −37−4.0% | Reduced |
| Bowen Hanes & Co Inc | 880 | $219.7K | 0.01% | +880 | New |
| Northwest Bancshares, Inc. | 883 | $220.5K | 0.04% | −50−5.4% | Reduced |
| Allstate Corp | 888 | $221.7K | 0.01% | +6+0.7% | Added |
| Visionary Wealth Advisors | 898 | $224.2K | 0.02% | +898 | New |
| Perpetual Ltd | 900 | $224.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 902 | $225.2K | 0.03% | −261−22.4% | Reduced |
| Granite Harbor Advisors, Inc. | 907 | $226.5K | 0.18% | +79+9.5% | Added |
| Ausdal Financial Partners, Inc. | 907 | $226.5K | 0.03% | −56−5.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 908 | $226.7K | 0.03% | 00.0% | Unchanged |
| Econ Financial Services Corp | 909 | $227.0K | 0.16% | +45+5.2% | Added |
| Bessemer Securities LLC | 908 | $227.0K | 0.15% | −150−14.2% | Reduced |
| Thoroughbred Financial Services, LLC | 912 | $227.0K | 0.03% | +912 | New |
| CenterBook Partners LP | 912 | $227.7K | 0.03% | +912 | New |
| Hanson & Doremus Investment Management | 914 | $228.0K | 0.05% | +1+0.1% | Added |
| Nichols & Pratt Advisers LLP | 915 | $228.5K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 923 | $230.5K | 0.02% | −18−1.9% | Reduced |
| Deseret Mutual Benefit Administrators | 924 | $230.7K | 0.09% | +14+1.5% | Added |
| StoneX Group Inc. | 924 | $230.8K | 0.02% | +29+3.2% | Added |
| Rooted Wealth Advisors, Inc. | 930 | $231.0K | 0.16% | −11−1.2% | Reduced |
| Enterprise Financial Services Corp | 927 | $231.5K | 0.15% | −62−6.3% | Reduced |
| Jmac Enterprises LLC | 931 | $232.5K | 0.06% | −4−0.4% | Reduced |
| Lowe Wealth Advisors, LLC | 931 | $232.5K | 0.12% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 932 | $232.7K | 0.02% | −700−42.9% | Reduced |
| Dorsey Wright & Associates | 934 | $233.0K | 0.07% | +934 | New |
| True Link Financial Advisors, LLC | 935 | $233.5K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 937 | $234.0K | 0.23% | −100−9.6% | Reduced |
| Hancock Whitney Corp | 937 | $234.0K | 0.01% | −91−8.9% | Reduced |
| ARS Investment Partners, LLC | 941 | $235.0K | 0.03% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 941 | $235.0K | 0.10% | +941 | New |
| Warner Financial, Inc | 943 | $235.0K | 0.15% | +2+0.2% | Added |
| Diversified, LLC | 943 | $235.4K | 0.06% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 946 | $236.2K | 0.18% | +1+0.1% | Added |
| Fort, L.P. | 952 | $237.7K | 0.63% | −169−15.1% | Reduced |
| Penserra Capital Management LLC | 960 | $238.0K | 0.00% | +948+7,900.0% | Added |
| Etfidea, LLC | 955 | $238.5K | 0.10% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 955 | $238.5K | 0.25% | −193−16.8% | Reduced |
| Drive Wealth Management, LLC | 959 | $239.4K | 0.09% | +67+7.5% | Added |
| TownSquare Capital, LLC | 963 | $240.5K | 0.00% | +963 | New |
| Sage Financial Group Inc | 965 | $241.0K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 966 | $241.0K | 0.09% | 00.0% | Unchanged |
| Bell Bank | 973 | $243.0K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 975 | $243.5K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 980 | $244.7K | 0.01% | +980 | New |
| Ewa, LLC | 982 | $245.2K | 0.17% | +982 | New |
| Tandem Wealth Advisors LLC | 983 | $245.5K | 0.15% | +5+0.5% | Added |
| Connolly Sarah T. | 985 | $246.0K | 0.15% | −115−10.5% | Reduced |
| Left Brain Wealth Management, LLC | 997 | $249.0K | 0.15% | +12+1.2% | Added |
| Good Life Advisors, LLC | 997 | $249.0K | 0.03% | +3+0.3% | Added |
| Gabelli Funds LLC | 1,000 | $249.7K | 0.00% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 1,000 | $249.7K | 0.10% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,000 | $249.7K | 0.07% | 00.0% | Unchanged |