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 |
|---|---|---|---|---|---|
| Vaughan David Investments LLC | 1,370 | $342.0K | 0.01% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,530 | $342.1K | 0.08% | −875−36.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,375 | $343.3K | 0.14% | 00.0% | Unchanged |
| Madden Securities Corp | 1,376 | $343.6K | 0.18% | −275−16.7% | Reduced |
| Adviser Investments LLC | 1,380 | $344.6K | 0.01% | +1,380 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,390 | $347.1K | 0.08% | −494−26.2% | Reduced |
| GTS Securities LLC | 1,393 | $347.8K | 0.01% | +1,393 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,396 | $348.6K | 0.10% | −130−8.5% | Reduced |
| Girard Partners Ltd. | 1,396 | $348.6K | 0.04% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 1,401 | $349.8K | 0.06% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,402 | $350.1K | 0.04% | 00.0% | Unchanged |
| Foundry Partners, LLC | 1,403 | $350.3K | 0.02% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,404 | $350.6K | 0.02% | −5−0.4% | Reduced |
| Wesbanco Bank Inc | 1,414 | $353.0K | 0.01% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,483 | $353.6K | 0.14% | +70+5.0% | Added |
| Pearl River Capital, LLC | 1,416 | $353.6K | 0.06% | −1,207−46.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,554 | $354.7K | 0.06% | +25+1.6% | Added |
| Bogart Wealth, LLC | 1,426 | $356.1K | 0.02% | +3+0.2% | Added |
| Pinnacle West Asset Management, Inc. | 1,435 | $358.0K | 0.35% | −20−1.4% | Reduced |
| SignalPoint Asset Management, LLC | 1,447 | $361.3K | 0.11% | −10−0.7% | Reduced |
| Cypress Asset Management Inc | 1,450 | $362.1K | 0.12% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,456 | $363.7K | 0.02% | +181+14.2% | Added |
| BCJ Capital Management, LLC | 1,457 | $363.8K | 0.03% | −206−12.4% | Reduced |
| Argus Investors' Counsel, Inc. | 1,465 | $365.8K | 0.25% | +13+0.9% | Added |
| Connors Investor Services Inc | 1,470 | $367.0K | 0.04% | 00.0% | Unchanged |
| Berkshire Bank | 1,476 | $368.6K | 0.10% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,483 | $370.3K | 0.03% | −1−0.1% | Reduced |
| International Assets Investment Management, LLC | 1,485 | $370.9K | 0.05% | +36+2.5% | Added |
| Main Street Financial Solutions, LLC | 1,487 | $371.3K | 0.05% | −10−0.7% | Reduced |
| Navellier & Associates Inc | 1,490 | $372.1K | 0.07% | +6+0.4% | Added |
| Dillon & Associates Inc | 1,492 | $373.0K | 0.07% | 00.0% | Unchanged |
| Papp L Roy & Associates | 1,495 | $373.3K | 0.05% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,500 | $374.6K | 0.05% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 1,500 | $374.6K | 0.29% | +1,500 | New |
| Fisher Asset Management, LLC | 1,500 | $374.6K | 0.00% | +525+53.8% | Added |
| Rossmore Private Capital | 1,501 | $374.8K | 0.06% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,500 | $375.0K | 0.13% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,502 | $375.1K | 0.25% | −69−4.4% | Reduced |
| Beaton Management Co. Inc. | 1,509 | $377.0K | 0.24% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,510 | $377.0K | 0.03% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 1,527 | $381.4K | 0.18% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,549 | $386.9K | 0.09% | −50−3.1% | Reduced |
| Cypress Capital Group | 1,553 | $387.8K | 0.06% | +471+43.5% | Added |
| Empowered Funds, LLC | 1,554 | $388.0K | 0.01% | +466+42.8% | Added |
| EA Series Trust | 1,554 | $388.0K | 0.01% | +1,554 | New |
| Evercore Wealth Management, LLC | 1,555 | $388.3K | 0.01% | −13−0.8% | Reduced |
| Montag A & Associates Inc | 1,555 | $388.3K | 0.02% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 1,557 | $388.8K | 0.08% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,567 | $391.2K | 0.04% | −48−3.0% | Reduced |
| KLCM Advisors, Inc. | 1,567 | $391.3K | 0.08% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,571 | $392.4K | 0.09% | −221−12.3% | Reduced |
| Moody National Bank Trust Division | 1,572 | $392.5K | 0.03% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,573 | $393.0K | 0.02% | −100−6.0% | Reduced |
| Trust Co of Virginia | 1,579 | $394.3K | 0.04% | +75+5.0% | Added |
| Quadrant Capital Group LLC | 1,579 | $394.3K | 0.04% | +6+0.4% | Added |
| Clarius Group, LLC | 1,589 | $396.8K | 0.03% | +31+2.0% | Added |
| MEMBERS Trust Co | 1,599 | $399.3K | 0.01% | +1,599 | New |
| Pegasus Asset Management, Inc. | 1,600 | $399.5K | 0.18% | +1,600 | New |
| Northstar Group, Inc. | 1,602 | $400.0K | 0.09% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,608 | $401.5K | 0.04% | +1+0.1% | Added |
| Verition Fund Management LLC | 1,610 | $402.0K | 0.01% | −1,363−45.8% | Reduced |
| Douglas Lane & Associates, LLC | 1,620 | $404.5K | 0.01% | −15−0.9% | Reduced |
| Harvest Fund Management Co., Ltd | 1,624 | $405.0K | 0.08% | +583+56.0% | Added |
| Cassia Capital Partners, LLC | 1,623 | $405.3K | 0.32% | +131+8.8% | Added |
| Atlas Private Wealth Advisors | 1,630 | $407.1K | 0.08% | +1,630 | New |
| Avestar Capital, LLC | 1,633 | $407.8K | 0.07% | −12−0.7% | Reduced |
| Lifeworks Advisors, LLC | 1,638 | $409.0K | 0.17% | +569+53.2% | Added |
| Belpointe Asset Management LLC | 1,647 | $411.3K | 0.04% | −351−17.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,650 | $412.0K | 0.03% | −44−2.6% | Reduced |
| SeaCrest Wealth Management, LLC | 1,659 | $414.2K | 0.05% | −1−0.1% | Reduced |
| Cannon Financial Strategists, Inc. | 1,660 | $414.5K | 0.11% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,663 | $415.3K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,677 | $418.7K | 0.13% | −40−2.3% | Reduced |
| Apeiron RIA LLC | 1,678 | $418.9K | 0.14% | +170+11.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,678 | $419.0K | 0.05% | +65+4.0% | Added |
| Channel Wealth LLC | 1,679 | $419.2K | 0.24% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,688 | $421.4K | 0.10% | +2+0.1% | Added |
| Cambridge Trust Co | 1,705 | $425.7K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 1,707 | $426.3K | 0.04% | +1,707 | New |
| Mechanics Bank Trust Department | 1,712 | $427.5K | 0.07% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,717 | $428.7K | 0.03% | +158+10.1% | Added |
| Joel Isaacson & Co., LLC | 1,720 | $429.4K | 0.03% | +802+87.4% | Added |
| Altrius Capital Management Inc | 1,726 | $431.0K | 0.13% | +1,726 | New |
| Clear Harbor Asset Management, LLC | 1,732 | $432.5K | 0.04% | 00.0% | Unchanged |
| Sepio Capital, LP | 1,735 | $433.2K | 0.04% | −34−1.9% | Reduced |
| Thomas White International Ltd | 1,742 | $435.0K | 0.09% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,747 | $436.2K | 0.02% | −80−4.4% | Reduced |
| Perigon Wealth Management, LLC | 1,760 | $439.4K | 0.02% | +223+14.5% | Added |
| Essex Savings Bank | 1,766 | $441.0K | 0.15% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,770 | $442.0K | 0.27% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,774 | $442.0K | 0.08% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,774 | $443.0K | 0.01% | −25−1.4% | Reduced |
| West Coast Financial LLC | 1,777 | $443.8K | 0.06% | −198−10.0% | Reduced |
| Barr E S & Co | 1,786 | $446.0K | 0.03% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 1,792 | $447.5K | 0.22% | −3−0.2% | Reduced |
| Traphagen Investment Advisors LLC | 1,793 | $447.6K | 0.06% | +4+0.2% | Added |
| Sanchez Wealth Management Group | 1,799 | $449.2K | 0.18% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,800 | $449.5K | 0.03% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 1,810 | $452.0K | 0.32% | 00.0% | Unchanged |
| Monument Capital Management | 1,823 | $455.3K | 0.15% | +4+0.2% | Added |