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 |
|---|---|---|---|---|---|
| MEMBERS Trust Co | 1,599 | $399.3K | 0.01% | +1,599 | New |
| Clarius Group, LLC | 1,589 | $396.8K | 0.03% | +31+2.0% | Added |
| Quadrant Capital Group LLC | 1,579 | $394.3K | 0.04% | +6+0.4% | Added |
| Trust Co of Virginia | 1,579 | $394.3K | 0.04% | +75+5.0% | Added |
| FDx Advisors, Inc. | 1,573 | $393.0K | 0.02% | −100−6.0% | Reduced |
| Moody National Bank Trust Division | 1,572 | $392.5K | 0.03% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,571 | $392.4K | 0.09% | −221−12.3% | Reduced |
| KLCM Advisors, Inc. | 1,567 | $391.3K | 0.08% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,567 | $391.2K | 0.04% | −48−3.0% | Reduced |
| First National Bank & Trust Co of Newtown | 1,557 | $388.8K | 0.08% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,555 | $388.3K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,555 | $388.3K | 0.01% | −13−0.8% | Reduced |
| 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 |
| Cypress Capital Group | 1,553 | $387.8K | 0.06% | +471+43.5% | Added |
| Coastal Investment Advisors, Inc. | 1,549 | $386.9K | 0.09% | −50−3.1% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,527 | $381.4K | 0.18% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,510 | $377.0K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,509 | $377.0K | 0.24% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,502 | $375.1K | 0.25% | −69−4.4% | Reduced |
| O'Brien Greene & Co. Inc | 1,500 | $375.0K | 0.13% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,501 | $374.8K | 0.06% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,500 | $374.6K | 0.00% | +525+53.8% | Added |
| 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 |
| Papp L Roy & Associates | 1,495 | $373.3K | 0.05% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,492 | $373.0K | 0.07% | 00.0% | Unchanged |
| Navellier & Associates Inc | 1,490 | $372.1K | 0.07% | +6+0.4% | Added |
| Main Street Financial Solutions, LLC | 1,487 | $371.3K | 0.05% | −10−0.7% | Reduced |
| International Assets Investment Management, LLC | 1,485 | $370.9K | 0.05% | +36+2.5% | Added |
| Checchi Capital Advisers, LLC | 1,483 | $370.3K | 0.03% | −1−0.1% | Reduced |
| Berkshire Bank | 1,476 | $368.6K | 0.10% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,470 | $367.0K | 0.04% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 1,465 | $365.8K | 0.25% | +13+0.9% | Added |
| BCJ Capital Management, LLC | 1,457 | $363.8K | 0.03% | −206−12.4% | Reduced |
| RFG Advisory, LLC | 1,456 | $363.7K | 0.02% | +181+14.2% | Added |
| Cypress Asset Management Inc | 1,450 | $362.1K | 0.12% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,447 | $361.3K | 0.11% | −10−0.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,435 | $358.0K | 0.35% | −20−1.4% | Reduced |
| Bogart Wealth, LLC | 1,426 | $356.1K | 0.02% | +3+0.2% | Added |
| Beverly Hills Private Wealth, LLC | 1,554 | $354.7K | 0.06% | +25+1.6% | Added |
| Pearl River Capital, LLC | 1,416 | $353.6K | 0.06% | −1,207−46.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,483 | $353.6K | 0.14% | +70+5.0% | Added |
| Wesbanco Bank Inc | 1,414 | $353.0K | 0.01% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,404 | $350.6K | 0.02% | −5−0.4% | Reduced |
| Foundry Partners, LLC | 1,403 | $350.3K | 0.02% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,402 | $350.1K | 0.04% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 1,401 | $349.8K | 0.06% | 00.0% | Unchanged |
| 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 |
| GTS Securities LLC | 1,393 | $347.8K | 0.01% | +1,393 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,390 | $347.1K | 0.08% | −494−26.2% | Reduced |
| Adviser Investments LLC | 1,380 | $344.6K | 0.01% | +1,380 | New |
| Madden Securities Corp | 1,376 | $343.6K | 0.18% | −275−16.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,375 | $343.3K | 0.14% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,530 | $342.1K | 0.08% | −875−36.4% | Reduced |
| Vaughan David Investments LLC | 1,370 | $342.0K | 0.01% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 1,369 | $341.8K | 0.31% | +1,369 | New |
| Schechter Investment Advisors, LLC | 1,366 | $341.0K | 0.03% | −37−2.6% | Reduced |
| Renasant Bank | 1,340 | $334.6K | 0.27% | −51−3.7% | Reduced |
| TD Private Client Wealth LLC | 1,339 | $334.3K | 0.01% | −6−0.4% | Reduced |
| CWS Financial Advisors, LLC | 1,334 | $333.1K | 0.13% | −250−15.8% | Reduced |
| Colony Group LLC | 1,332 | $333.0K | 0.00% | +1+0.1% | Added |
| Mogy Joel R Investment Counsel Inc | 1,333 | $332.9K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,328 | $331.7K | 0.01% | +512+62.7% | Added |
| Kornitzer Capital Management Inc | 1,321 | $329.9K | 0.01% | +6+0.5% | Added |
| Beaumont Financial Advisors, LLC | 1,320 | $329.6K | 0.03% | +7+0.5% | Added |
| BSW Wealth Partners | 1,318 | $329.0K | 0.07% | +10+0.8% | Added |
| Pitcairn Co | 1,310 | $327.1K | 0.03% | −52−3.8% | Reduced |
| Equitable Trust Co | 1,300 | $324.6K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,296 | $323.6K | 0.03% | +232+21.8% | Added |
| Great Lakes Retirement, Inc. | 1,292 | $322.6K | 0.06% | +3+0.2% | Added |
| Jones Financial Companies LLLP | 1,291 | $322.4K | 0.00% | +742+135.2% | Added |
| Peterson Wealth Management | 1,289 | $322.0K | 0.26% | +34+2.7% | Added |
| Hills Bank & Trust Co | 1,277 | $318.9K | 0.04% | 00.0% | Unchanged |
| Parnassus Investments | 1,276 | $318.6K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,270 | $317.2K | 0.15% | +5+0.4% | Added |
| V Wealth Advisors LLC | 1,268 | $316.6K | 0.05% | +117+10.2% | Added |
| BCGM Wealth Management, LLC | 1,267 | $316.5K | 0.14% | +1,267 | New |
| Alpha Omega Wealth Management LLC | 1,260 | $314.6K | 0.05% | −50−3.8% | Reduced |
| YHB Investment Advisors, Inc. | 1,260 | $314.6K | 0.03% | +210+20.0% | Added |
| Coastline Trust Co | 1,250 | $312.1K | 0.04% | −300−19.4% | Reduced |
| Select Asset Management & Trust | 1,250 | $312.0K | 0.19% | 00.0% | Unchanged |
| J2 Capital Management Inc | 1,248 | $311.6K | 0.37% | −333−21.1% | Reduced |
| Liberty Wealth Management LLC | 1,240 | $309.6K | 0.08% | −50−3.9% | Reduced |
| Birch Hill Investment Advisors LLC | 1,240 | $309.6K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,235 | $308.5K | 0.02% | +83+7.2% | Added |
| Vertex Planning Partners, LLC | 1,235 | $308.3K | 0.11% | −120−8.9% | Reduced |
| RMB Capital Management, LLC | 1,234 | $308.1K | 0.01% | +10+0.8% | Added |
| Arkadios Wealth Advisors | 1,232 | $307.7K | 0.04% | +76+6.6% | Added |
| Ironsides Asset Advisors, LLC | 1,230 | $307.1K | 0.13% | +1,230 | New |
| Conning Inc. | 1,229 | $306.9K | 0.01% | −145−10.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,224 | $305.7K | 0.05% | +146+13.5% | Added |
| NovaPoint Capital, LLC | 1,220 | $304.6K | 0.11% | +100+8.9% | Added |
| Waterloo Capital, L.P. | 1,208 | $301.6K | 0.09% | −1,146−48.7% | Reduced |
| Chicago Partners Investment Group LLC | 1,289 | $300.6K | 0.02% | −25−1.9% | Reduced |
| CAPROCK Group, Inc. | 1,201 | $299.9K | 0.02% | −222−15.6% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,200 | $299.6K | 0.20% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,197 | $298.9K | 0.15% | +70+6.2% | Added |
| Moneta Group Investment Advisors LLC | 1,196 | $298.6K | 0.01% | +1,196 | New |