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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 3,706 | $925.0K | 0.05% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,730 | $931.4K | 0.10% | +325+9.5% | Added |
| First Command Bank | 3,737 | $933.1K | 0.09% | −200−5.1% | Reduced |
| First Command Financial Services, Inc. | 3,737 | $933.1K | 0.09% | −200−5.1% | Reduced |
| Diligent Investors, LLC | 3,777 | $943.1K | 0.28% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 3,800 | $948.9K | 0.26% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,805 | $950.1K | 0.18% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,807 | $950.6K | 0.04% | +10+0.3% | Added |
| Meitav Dash Investments Ltd | 3,860 | $959.9K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,885 | $970.0K | 0.10% | +1,236+46.7% | Added |
| Valley Forge Investment Consultants Inc Adv | 3,905 | $975.1K | 0.48% | −20−0.5% | Reduced |
| Marshall Financial Group LLC | 3,907 | $975.6K | 0.33% | +94+2.5% | Added |
| Trail Ridge Investment Advisors, LLC | 3,923 | $979.6K | 0.60% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 3,944 | $984.9K | 0.10% | +742+23.2% | Added |
| Sumitomo Life Insurance Co | 3,946 | $985.3K | 0.04% | −367−8.5% | Reduced |
| Occudo Quantitative Strategies LP | 3,965 | $990.1K | 0.10% | −557−12.3% | Reduced |
| Field & Main Bank | 3,968 | $990.8K | 0.55% | +69+1.8% | Added |
| Forum Financial Management, LP | 3,985 | $995.1K | 0.02% | +17+0.4% | Added |
| Marquette Asset Management, LLC | 4,000 | $998.8K | 0.25% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $998.8K | 0.24% | 00.0% | Unchanged |
| Gifford Fong Associates | 4,000 | $999.0K | 0.23% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,007 | $1.00M | 0.22% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 4,049 | $1.01M | 0.01% | +1,092+36.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,050 | $1.01M | 0.10% | −400−9.0% | Reduced |
| Garrison Point Advisors, LLC | 4,054 | $1.01M | 0.73% | +290+7.7% | Added |
| Transcend Wealth Collective, LLC | 4,056 | $1.01M | 0.10% | +1,281+46.2% | Added |
| Bartlett & Co. Wealth Management LLC | 4,063 | $1.01M | 0.02% | +300+8.0% | Added |
| Bartlett & Co. LLC | 4,063 | $1.01M | 0.02% | +300+8.0% | Added |
| Independent Wealth Network Inc. | 4,067 | $1.02M | 0.61% | −94−2.3% | Reduced |
| Gladstone Institutional Advisory LLC | 4,151 | $1.04M | 0.06% | +355+9.4% | Added |
| Pinnacle Financial Partners Inc | 4,157 | $1.04M | 0.03% | −7−0.2% | Reduced |
| Ci Investments Inc. | 4,162 | $1.04M | 0.01% | −298−6.7% | Reduced |
| Ingalls & Snyder LLC | 4,160 | $1.04M | 0.05% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 4,175 | $1.04M | 0.44% | +4,175 | New |
| BLB&B Advisors, LLC | 4,220 | $1.05M | 0.07% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,281 | $1.07M | 0.05% | +48+1.1% | Added |
| Harvey Investment Co LLC | 4,307 | $1.07M | 0.14% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 4,305 | $1.07M | 0.73% | +4,305 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,329 | $1.08M | 0.01% | −85−1.9% | Reduced |
| Bellecapital International Ltd. | 4,336 | $1.08M | 0.26% | −1,110−20.4% | Reduced |
| WSFS Capital Management, LLC | 4,341 | $1.08M | 0.10% | +31+0.7% | Added |
| Valeo Financial Advisors, LLC | 4,354 | $1.09M | 0.05% | +916+26.6% | Added |
| Key Financial Inc | 4,358 | $1.09M | 0.36% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 4,365 | $1.09M | 1.22% | −93−2.1% | Reduced |
| Inceptionr LLC | 4,382 | $1.09M | 0.58% | +4,382 | New |
| Gratus Capital LLC | 4,385 | $1.09M | 0.08% | −357−7.5% | Reduced |
| Vinva Investment Management Ltd | 4,436 | $1.10M | 0.10% | −477−9.7% | Reduced |
| XTX Topco Ltd | 4,431 | $1.11M | 0.20% | +4,431 | New |
| Diversified Trust Co | 4,437 | $1.11M | 0.04% | +181+4.3% | Added |
| Aptus Capital Advisors, LLC | 4,437 | $1.11M | 0.03% | −40−0.9% | Reduced |
| First National Trust Co | 4,439 | $1.11M | 0.05% | +397+9.8% | Added |
| Herold Advisors, Inc. | 4,453 | $1.11M | 0.34% | +437+10.9% | Added |
| Keeler Thomas Management LLC | 4,453 | $1.11M | 0.45% | −728−14.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,497 | $1.12M | 0.04% | −189−4.0% | Reduced |
| Somerset Trust Co | 4,530 | $1.13M | 0.49% | −1,137−20.1% | Reduced |
| Empirical Finance, LLC | 4,580 | $1.14M | 0.09% | +516+12.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,616 | $1.15M | 0.01% | −2,552−35.6% | Reduced |
| AE Wealth Management LLC | 4,638 | $1.16M | 0.01% | −105−2.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,646 | $1.16M | 0.03% | +25+0.5% | Added |
| Donoghue Forlines LLC | 4,651 | $1.16M | 0.36% | −591−11.3% | Reduced |
| Texas Yale Capital Corp. | 4,700 | $1.17M | 0.06% | −1,235−20.8% | Reduced |
| Fulton Bank, N.A. | 4,790 | $1.20M | 0.06% | +2,057+75.3% | Added |
| Verdence Capital Advisors LLC | 4,799 | $1.20M | 0.14% | +20.0% | Added |
| Meyer Handelman Co | 4,800 | $1.20M | 0.05% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 4,825 | $1.20M | 0.03% | +4,635+2,439.5% | Added |
| Neo Ivy Capital Management | 4,809 | $1.20M | 0.63% | +4,809 | New |
| Bridges Investment Management Inc | 4,813 | $1.20M | 0.04% | −178−3.6% | Reduced |
| Donaldson Capital Management, LLC | 4,842 | $1.21M | 0.06% | +602+14.2% | Added |
| BKD Wealth Advisors, LLC | 4,844 | $1.21M | 0.04% | +4,844 | New |
| Tempus Wealth Planning, LLC | 4,849 | $1.21M | 0.55% | −8−0.2% | Reduced |
| Welch & Forbes LLC | 4,862 | $1.21M | 0.02% | +26+0.5% | Added |
| DuPont Capital Management Corp | 4,895 | $1.22M | 0.06% | −860−14.9% | Reduced |
| Balentine LLC | 4,974 | $1.24M | 0.04% | +788+18.8% | Added |
| HMS Capital Management, LLC | 5,014 | $1.25M | 0.76% | +32+0.6% | Added |
| Sawtooth Solutions, LLC | 5,016 | $1.25M | 0.03% | −3,132−38.4% | Reduced |
| Bleakley Financial Group, LLC | 5,036 | $1.26M | 0.04% | −135−2.6% | Reduced |
| Chilton Capital Management LLC | 5,045 | $1.26M | 0.07% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 5,098 | $1.27M | 0.13% | +220+4.5% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $1.27M | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,108 | $1.28M | 0.17% | +32+0.6% | Added |
| Oxler Private Wealth LLC | 5,156 | $1.29M | 0.61% | +21+0.4% | Added |
| Impax Asset Management Group plc | 5,160 | $1.29M | 0.01% | −51−1.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 5,203 | $1.30M | 0.97% | −75−1.4% | Reduced |
| Desjardins Global Asset Management Inc. | 5,246 | $1.31M | 0.15% | +758+16.9% | Added |
| TrimTabs Asset Management, LLC | 5,264 | $1.31M | 0.66% | −34−0.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,287 | $1.32M | 0.10% | +57+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 5,328 | $1.33M | 0.05% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 5,379 | $1.34M | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,405 | $1.35M | 0.07% | +14+0.3% | Added |
| 44 Wealth Management LLC | 5,424 | $1.35M | 0.46% | −19−0.3% | Reduced |
| Summit Financial Group Inc | 5,450 | $1.36M | 0.53% | −600−9.9% | Reduced |
| Great Diamond Partners, LLC | 5,519 | $1.38M | 0.36% | −105−1.9% | Reduced |
| Cetera Advisors LLC | 5,556 | $1.39M | 0.02% | +115+2.1% | Added |
| Haverford Trust Co | 5,571 | $1.39M | 0.02% | +728+15.0% | Added |
| Aureus Asset Management, LLC | 5,575 | $1.39M | 0.10% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 5,584 | $1.39M | 1.02% | 00.0% | Unchanged |
| Lipe & Dalton | 5,586 | $1.40M | 0.79% | −99−1.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.40M | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 5,664 | $1.41M | 0.05% | −159−2.7% | Reduced |
| Everence Capital Management Inc | 5,470 | $1.42M | 0.12% | 00.0% | Unchanged |