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 28 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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 907 | $226.5K | 0.03% | −56−5.8% | Reduced |
| Granite Harbor Advisors, Inc. | 907 | $226.5K | 0.18% | +79+9.5% | Added |
| Harbor Investment Advisory, LLC | 902 | $225.2K | 0.03% | −261−22.4% | Reduced |
| Perpetual Ltd | 900 | $224.7K | 0.00% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 898 | $224.2K | 0.02% | +898 | New |
| Allstate Corp | 888 | $221.7K | 0.01% | +6+0.7% | Added |
| Northwest Bancshares, Inc. | 883 | $220.5K | 0.04% | −50−5.4% | Reduced |
| Bowen Hanes & Co Inc | 880 | $219.7K | 0.01% | +880 | New |
| Gateway Investment Advisers LLC | 877 | $219.0K | 0.00% | −37−4.0% | Reduced |
| MV Capital Management, Inc. | 872 | $217.7K | 0.03% | +2+0.2% | Added |
| Massmutual Trust Co FSB | 870 | $217.2K | 0.01% | +36+4.3% | Added |
| Merit Financial Group, LLC | 867 | $216.5K | 0.01% | +867 | New |
| Acorn Wealth Advisors, LLC | 863 | $215.5K | 0.15% | +3+0.3% | Added |
| AlphaCentric Advisors LLC | 862 | $215.2K | 0.12% | −266−23.6% | Reduced |
| Holderness Investments Co | 861 | $214.9K | 0.08% | +3+0.3% | Added |
| Ameritas Advisory Services, LLC | 884 | $214.8K | 0.03% | +52+6.3% | Added |
| Thomasville National Bank | 858 | $214.2K | 0.02% | 00.0% | Unchanged |
| 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 |
| Epic Trust Investment Advisors, LLC | 857 | $213.9K | 0.30% | +56+7.0% | Added |
| Scholtz & Company, LLC | 850 | $212.0K | 0.13% | +30+3.7% | Added |
| ShankerValleau Wealth Advisors, Inc. | 847 | $211.5K | 0.12% | 00.0% | Unchanged |
| Aspiriant, LLC | 847 | $211.5K | 0.01% | +847 | New |
| Reynders McVeigh Capital Management, LLC | 844 | $211.0K | 0.01% | +9+1.1% | Added |
| Sterling Financial Planning, Inc. | 845 | $211.0K | 0.10% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 845 | $211.0K | 0.13% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 843 | $210.5K | 0.08% | +843 | New |
| Shell Asset Management Co | 840 | $210.0K | 0.01% | 00.0% | Unchanged |
| IAM Advisory, LLC | 839 | $209.6K | 0.07% | +839 | New |
| Global Retirement Partners, LLC | 834 | $208.2K | 0.01% | +2+0.2% | Added |
| WealthShield Partners, LLC | 831 | $207.4K | 0.03% | +1+0.1% | Added |
| Wealth Quarterback LLC | 830 | $207.3K | 0.14% | −32−3.7% | Reduced |
| 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 |
| Canandaigua National Bank & Trust Co | 828 | $206.8K | 0.03% | +828 | 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 |
| Total Clarity Wealth Management, Inc. | 823 | $205.4K | 0.10% | +823 | New |
| D'Orazio & Associates, Inc. | 820 | $204.8K | 0.05% | −81−9.0% | Reduced |
| Fox Run Management, L.L.C. | 820 | $204.8K | 0.06% | −854−51.0% | Reduced |
| JFS Wealth Advisors, LLC | 814 | $203.3K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 811 | $203.0K | 0.01% | +2+0.2% | Added |
| TCI Wealth Advisors, Inc. | 809 | $202.0K | 0.03% | −4−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 803 | $200.4K | 0.01% | +803 | New |
| Wellington Shields & Co., LLC | 800 | $199.8K | 0.05% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 800 | $199.0K | 0.07% | 00.0% | Unchanged |
| JNBA Financial Advisors | 786 | $196.3K | 0.02% | −28−3.4% | Reduced |
| RE Advisers Corp | 785 | $196.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 773 | $193.0K | 0.01% | −63−7.5% | Reduced |
| Private Ocean, LLC | 762 | $190.2K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 710 | $177.4K | 0.01% | +12+1.7% | Added |
| CoreFirst Bank & Trust | 704 | $175.8K | 0.12% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 700 | $175.0K | 0.11% | −400−36.4% | Reduced |
| Slocum, Gordon & Co LLP | 693 | $173.0K | 0.15% | +64+10.2% | Added |
| Anchor Investment Management, LLC | 688 | $171.8K | 0.02% | −125−15.4% | Reduced |
| New Millennium Group LLC | 666 | $166.1K | 0.15% | −196−22.7% | Reduced |
| Ronald Blue Trust, Inc. | 649 | $165.0K | 0.00% | −145−18.3% | Reduced |
| Manchester Capital Management LLC | 651 | $162.6K | 0.02% | +2+0.3% | Added |
| Salem Investment Counselors Inc | 645 | $161.1K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 640 | $159.8K | 0.05% | +4+0.6% | Added |
| Tilia Fiduciary Partners, Inc. | 639 | $159.6K | 0.14% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 625 | $156.1K | 0.03% | 00.0% | Unchanged |
| Blackhill Capital Inc | 600 | $149.8K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 596 | $148.8K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 581 | $145.1K | 0.01% | −24−4.0% | Reduced |
| Pittenger & Anderson Inc | 578 | $144.3K | 0.01% | +82+16.5% | Added |
| Tortoise Investment Management, LLC | 561 | $140.1K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 558 | $139.3K | 0.01% | −145−20.6% | Reduced |
| Sunbelt Securities, Inc. | 558 | $139.3K | 0.02% | +226+68.1% | Added |
| Tyler-Stone Wealth Management | 543 | $136.0K | 0.08% | +543 | New |
| Hexagon Capital Partners LLC | 537 | $134.2K | 0.04% | −13−2.4% | Reduced |
| Peoples Financial Services Corp. | 529 | $132.1K | 0.06% | 00.0% | Unchanged |
| Elgethun Capital Management | 520 | $129.8K | 0.04% | +520 | New |
| Asahi Life Asset Management Co., Ltd. | 505 | $126.1K | 0.04% | +505 | New |
| Hollencrest Capital Management | 504 | $126.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $124.8K | 0.07% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 492 | $122.9K | 0.12% | +1+0.2% | Added |
| Laurel Wealth Advisors LLC | 482 | $120.4K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 474 | $118.3K | 0.03% | +19+4.2% | Added |
| Versant Capital Management, Inc | 461 | $115.1K | 0.04% | +1+0.2% | Added |
| Benjamin Edwards Inc | 455 | $114.0K | 0.03% | −67−12.8% | Reduced |
| Bellevue Asset Management, LLC | 450 | $112.4K | 0.07% | 00.0% | Unchanged |
| MCF Advisors LLC | 450 | $112.4K | 0.01% | +295+190.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 439 | $110.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 440 | $109.9K | 0.08% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 425 | $106.1K | 0.04% | −40−8.6% | Reduced |
| Brown Brothers Harriman & Co | 420 | $104.9K | 0.00% | −123−22.7% | Reduced |
| Clearstead Advisors, LLC | 418 | $104.4K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 406 | $101.4K | 0.00% | −94−18.8% | Reduced |
| Altshuler Shaham Ltd | 401 | $100.1K | 0.00% | +227+130.5% | Added |
| Estabrook Capital Management | 400 | $99.9K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 400 | $99.9K | 0.07% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 400 | $99.9K | 0.06% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 384 | $95.9K | 0.03% | +9+2.4% | Added |
| IFP Advisors, Inc | 1,045 | $94.1K | 0.00% | +18+1.8% | Added |
| Evolution Advisers, Inc. | 374 | $93.0K | 0.07% | +1+0.3% | Added |
| Tradition Wealth Management, LLC | 366 | $92.0K | 0.01% | +30+8.9% | Added |
| West Tower Group, LLC | 362 | $90.4K | 0.06% | +362 | New |
| Princeton Global Asset Management LLC | 356 | $89.0K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 350 | $87.3K | 0.06% | 00.0% | Unchanged |