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 |
|---|---|---|---|---|---|
| Comerica Securities,inc. | 2,523 | $630.0K | 0.04% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,526 | $630.9K | 0.23% | +1,676+197.2% | Added |
| Columbia Asset Management | 2,535 | $633.0K | 0.14% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 2,541 | $634.5K | 0.67% | +732+40.5% | Added |
| SL Advisors, LLC | 2,558 | $638.7K | 1.44% | −39−1.5% | Reduced |
| Patriot Investment Management Inc. | 2,576 | $643.2K | 0.05% | −209−7.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,580 | $644.2K | 0.05% | 00.0% | Unchanged |
| Parthenon LLC | 2,600 | $649.2K | 0.09% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,604 | $650.2K | 0.04% | +3+0.1% | Added |
| Hudock, Inc. | 2,617 | $653.5K | 0.15% | +5+0.2% | Added |
| Hunter Associates Investment Management LLC | 2,649 | $661.0K | 0.13% | 00.0% | Unchanged |
| Argent Trust Co | 2,655 | $663.0K | 0.04% | +98+3.8% | Added |
| Baker Avenue Asset Management, LP | 2,660 | $664.2K | 0.03% | +229+9.4% | Added |
| MQS Management LLC | 2,672 | $667.2K | 0.45% | +2,672 | New |
| Glenview Trust Co | 2,693 | $672.4K | 0.02% | −30−1.1% | Reduced |
| Proequities, Inc. | 2,696 | $673.2K | 0.05% | +449+20.0% | Added |
| Change Path, LLC | 2,698 | $674.0K | 0.03% | −1,704−38.7% | Reduced |
| Prio Wealth Limited Partnership | 2,700 | $674.2K | 0.02% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 2,701 | $674.4K | 0.11% | 00.0% | Unchanged |
| Atwater Malick LLC | 2,757 | $688.4K | 0.29% | +125+4.7% | Added |
| First American Trust, FSB | 2,760 | $689.0K | 0.09% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,761 | $689.4K | 0.23% | 00.0% | Unchanged |
| HWG Holdings LP | 2,785 | $695.4K | 0.33% | +152+5.8% | Added |
| Synovus Financial Corp | 2,785 | $695.5K | 0.01% | −80−2.8% | Reduced |
| Flagship Harbor Advisors, LLC | 2,811 | $702.0K | 0.06% | +225+8.7% | Added |
| Trust Co of Vermont | 2,812 | $702.2K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,816 | $703.2K | 0.01% | −1,088−27.9% | Reduced |
| Zions Bancorporation, N.A. | 2,816 | $703.2K | 0.06% | −211−7.0% | Reduced |
| JSF Financial, LLC | 2,823 | $704.9K | 0.25% | −197−6.5% | Reduced |
| Meridian Wealth Management, LLC | 2,835 | $707.9K | 0.06% | −450−13.7% | Reduced |
| Unigestion Holding SA | 2,869 | $713.5K | 0.04% | −473−14.2% | Reduced |
| Headinvest, LLC | 3,225 | $721.0K | 0.16% | −300−8.5% | Reduced |
| Lincoln Capital LLC | 2,892 | $722.0K | 0.19% | −44−1.5% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 2,900 | $724.1K | 0.84% | −1,479−33.8% | Reduced |
| Hardman Johnston Global Advisors LLC | 2,900 | $724.1K | 0.02% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,905 | $725.4K | 0.08% | +25+0.9% | Added |
| Dakota Wealth Management | 2,914 | $727.6K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,950 | $736.6K | 0.19% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,957 | $738.4K | 0.81% | −20,584−87.4% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 2,958 | $738.6K | 0.71% | +197+7.1% | Added |
| Virtus ETF Advisers LLC | 2,968 | $741.1K | 0.44% | −1,120−27.4% | Reduced |
| Money Concepts Capital Corp | 2,966 | $742.0K | 0.08% | −10,987−78.7% | Reduced |
| Caldwell Trust Co | 2,985 | $745.4K | 0.10% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,990 | $747.0K | 0.04% | −48−1.6% | Reduced |
| Sandy Spring Bank | 2,995 | $747.9K | 0.04% | 00.0% | Unchanged |
| Somerville Kurt F | 3,000 | $749.1K | 0.14% | −300−9.1% | Reduced |
| First National Advisers, LLC | 3,000 | $749.1K | 0.69% | +3,000 | New |
| Univest Financial Corp | 3,027 | $755.8K | 0.23% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,042 | $759.6K | 0.02% | −262−7.9% | Reduced |
| Picton Mahoney Asset Management | 3,050 | $761.0K | 0.04% | −17,970−85.5% | Reduced |
| Oakworth Capital, Inc. | 3,076 | $768.1K | 0.07% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,079 | $768.9K | 0.17% | −169−5.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,119 | $778.8K | 0.03% | −65−2.0% | Reduced |
| Fernwood Investment Management, LLC | 3,125 | $780.3K | 0.28% | −100−3.1% | Reduced |
| Blueshift Asset Management, LLC | 3,135 | $782.8K | 0.30% | +40+1.3% | Added |
| Level Four Advisory Services, LLC | 3,166 | $790.6K | 0.05% | +49+1.6% | Added |
| Trust Co of Toledo NA | 3,170 | $791.5K | 0.13% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,174 | $792.5K | 0.06% | +3,174 | New |
| Guardian Wealth Advisors, LLC | 3,194 | $797.5K | 0.14% | −28−0.9% | Reduced |
| Valley Brook Capital Group | 3,195 | $797.9K | 0.74% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,208 | $801.0K | 0.02% | −55−1.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,244 | $810.0K | 0.02% | −15−0.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,250 | $811.5K | 0.21% | −125−3.7% | Reduced |
| HM Payson & Co | 3,287 | $820.8K | 0.02% | +195+6.3% | Added |
| Claro Advisors LLC | 3,303 | $824.8K | 0.20% | +254+8.3% | Added |
| Ami Asset Management Corp | 3,317 | $828.3K | 0.05% | +13+0.4% | Added |
| Tarbox Family Office, Inc. | 3,345 | $835.4K | 0.16% | +40+1.2% | Added |
| Cypress Capital Management LLC (WY) | 3,346 | $835.5K | 0.93% | −3,633−52.1% | Reduced |
| Morningstar Investment Management LLC | 3,348 | $836.0K | 0.11% | +3,348 | New |
| Raymond James Trust N.A. | 3,350 | $837.0K | 0.02% | +479+16.7% | Added |
| Boston Private Wealth LLC | 3,359 | $838.7K | 0.02% | −76−2.2% | Reduced |
| Strategy Asset Managers LLC | 3,361 | $839.2K | 0.19% | +334+11.0% | Added |
| Busey Wealth Management | 3,388 | $846.0K | 0.03% | −246−6.8% | Reduced |
| Eudaimonia Partners, LLC | 3,393 | $847.2K | 0.19% | −17−0.5% | Reduced |
| Allegheny Financial Group LTD | 3,396 | $847.9K | 0.40% | −1,183−25.8% | Reduced |
| Systematic Alpha Investments, LLC | 3,401 | $849.2K | 0.04% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,412 | $852.0K | 0.05% | +21+0.6% | Added |
| Ade, LLC | 3,420 | $854.0K | 0.60% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,427 | $855.7K | 0.10% | −20−0.6% | Reduced |
| Alberta Investment Management Corp | 3,428 | $856.0K | 0.01% | +428+14.3% | Added |
| Jacobi Capital Management LLC | 3,446 | $860.5K | 0.10% | −84−2.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,469 | $866.1K | 0.03% | −35−1.0% | Reduced |
| Old National Bancorp | 3,483 | $869.7K | 0.02% | −75−2.1% | Reduced |
| Klingman & Associates, LLC | 3,486 | $870.5K | 0.07% | +7+0.2% | Added |
| Farmers Trust Co | 3,489 | $871.2K | 0.19% | −100−2.8% | Reduced |
| Avidian Wealth Solutions, LLC | 3,493 | $872.2K | 0.06% | −969−21.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,529 | $881.3K | 0.12% | −10.0% | Reduced |
| Pinnacle Associates Ltd | 3,544 | $884.9K | 0.02% | +257+7.8% | Added |
| Western Financial Corp | 3,554 | $887.3K | 0.60% | +185+5.5% | Added |
| Dark Forest Capital Management LP | 3,559 | $888.7K | 0.09% | +3,559 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 3,567 | $890.8K | 0.03% | +319+9.8% | Added |
| America First Investment Advisors, LLC | 3,575 | $892.7K | 0.24% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 3,605 | $900.0K | 0.08% | −25−0.7% | Reduced |
| Zimmermann Investment Management & Planning LLC | 3,625 | $905.3K | 0.42% | −4−0.1% | Reduced |
| West Family Investments, Inc. | 3,628 | $905.9K | 0.35% | +3,628 | New |
| Sigma Planning Corp | 3,633 | $907.4K | 0.03% | −1,941−34.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,637 | $908.0K | 0.36% | −934−20.4% | Reduced |
| Walleye Trading LLC | 3,655 | $912.7K | 0.05% | +1,666+83.8% | Added |
| Sherbrooke Park Advisers LLC | 3,673 | $917.1K | 0.48% | +1,973+116.1% | Added |
| Vestmark Advisory Solutions, Inc. | 3,689 | $921.3K | 0.04% | +98+2.7% | Added |