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 |
|---|---|---|---|---|---|
| Gouws Capital LLC | 6,980 | $1.74M | 1.44% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,921 | $1.73M | 0.06% | +422+6.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,892 | $1.72M | 0.17% | −67−1.0% | Reduced |
| SNS Financial Group, LLC | 6,885 | $1.72M | 0.22% | −290−4.0% | Reduced |
| Financial Counselors Inc | 6,867 | $1.72M | 0.03% | −151−2.2% | Reduced |
| Mastrapasqua Asset Management Inc | 6,835 | $1.71M | 0.19% | +22+0.3% | Added |
| London Co of Virginia | 6,833 | $1.71M | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 6,810 | $1.70M | 0.21% | +90+1.3% | Added |
| Jag Capital Management, LLC | 6,802 | $1.70M | 0.20% | +6,802 | New |
| Parallel Advisors, LLC | 6,800 | $1.70M | 0.05% | +47+0.7% | Added |
| Empire Financial Management Company, LLC | 6,799 | $1.70M | 0.68% | 00.0% | Unchanged |
| Huntington National Bank | 6,712 | $1.68M | 0.02% | −31−0.5% | Reduced |
| WBI Investments | 6,662 | $1.66M | 0.30% | −7,631−53.4% | Reduced |
| Great Valley Advisor Group, Inc. | 6,619 | $1.65M | 0.07% | +288+4.5% | Added |
| Cim, LLC | 6,573 | $1.64M | 0.31% | −83−1.2% | Reduced |
| Stratos Wealth Partners, LTD. | 6,551 | $1.64M | 0.04% | −101−1.5% | Reduced |
| Allen Investment Management LLC | 6,520 | $1.63M | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 6,494 | $1.62M | 0.86% | +2,292+54.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,490 | $1.62M | 0.17% | +6,490 | New |
| Stephens Inc | 6,451 | $1.61M | 0.03% | −230−3.4% | Reduced |
| Ropes Wealth Advisors LLC | 6,443 | $1.61M | 0.27% | +10.0% | Added |
| Meiji Yasuda Life Insurance Co | 6,436 | $1.61M | 0.04% | −406−5.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,432 | $1.61M | 0.01% | +5,520+605.3% | Added |
| Wedbush Securities Inc | 6,422 | $1.60M | 0.08% | +1,153+21.9% | Added |
| Metropolitan Life Insurance Co | 6,419 | $1.60M | 0.08% | −155−2.4% | Reduced |
| Smith, Moore & Co. | 6,414 | $1.60M | 0.20% | +357+5.9% | Added |
| Avantax Advisory Services, Inc. | 6,414 | $1.60M | 0.02% | −139−2.1% | Reduced |
| RB Capital Management, LLC | 6,316 | $1.58M | 0.49% | +10+0.2% | Added |
| Clearbridge Investments, LLC | 6,310 | $1.58M | 0.00% | −1,000−13.7% | Reduced |
| Advisors Asset Management, Inc. | 6,300 | $1.57M | 0.03% | −4,984−44.2% | Reduced |
| Caxton Associates LP | 6,286 | $1.57M | 0.23% | +4,083+185.3% | Added |
| Hamel Associates, Inc. | 6,275 | $1.57M | 0.55% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 6,275 | $1.57M | 0.21% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 6,250 | $1.56M | 1.11% | −100−1.6% | Reduced |
| WESPAC Advisors, LLC | 6,214 | $1.55M | 1.24% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,882 | $1.55M | 0.02% | +34+0.6% | Added |
| Ieq Capital, LLC | 6,201 | $1.55M | 0.03% | +287+4.9% | Added |
| Massachusetts Wealth Management | 6,160 | $1.54M | 1.47% | +15+0.2% | Added |
| Ethic Inc. | 6,143 | $1.53M | 0.06% | +1,840+42.8% | Added |
| Boothbay Fund Management, LLC | 6,136 | $1.53M | 0.05% | −96−1.5% | Reduced |
| Accuvest Global Advisors | 6,123 | $1.53M | 0.78% | +973+18.9% | Added |
| Quantbot Technologies LP | 6,102 | $1.52M | 0.10% | +3,319+119.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,091 | $1.52M | 0.02% | +443+7.8% | Added |
| Transamerica Financial Advisors, Inc. | 6,078 | $1.52M | 0.20% | +226+3.9% | Added |
| R.H. Dinel Investment Counsel, Inc. | 6,025 | $1.50M | 1.05% | 00.0% | Unchanged |
| Rational Advisors LLC | 6,025 | $1.50M | 0.12% | +875+17.0% | Added |
| Veritable, L.P. | 6,017 | $1.50M | 0.02% | −6−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,993 | $1.50M | 0.01% | +1,119+23.0% | Added |
| Philadelphia Trust Co | 5,954 | $1.49M | 0.14% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 5,908 | $1.48M | 1.05% | +4,062+220.0% | Added |
| Pensionfund Sabic | 5,900 | $1.47M | 0.49% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,897 | $1.47M | 0.28% | −19−0.3% | Reduced |
| Veriti Management LLC | 5,883 | $1.47M | 0.16% | −905−13.3% | Reduced |
| Virtu Financial LLC | 5,879 | $1.47M | 0.11% | +5,879 | New |
| Ferguson Wellman Capital Management, Inc | 5,872 | $1.47M | 0.03% | +150+2.6% | Added |
| Lafayette Investments, Inc. | 5,788 | $1.45M | 0.38% | −84−1.4% | Reduced |
| Ballentine Partners, LLC | 5,757 | $1.44M | 0.03% | +206+3.7% | Added |
| Everence Capital Management Inc | 5,470 | $1.42M | 0.12% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 5,664 | $1.41M | 0.05% | −159−2.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.40M | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 5,586 | $1.40M | 0.79% | −99−1.7% | Reduced |
| Intelligent Financial Strategies | 5,584 | $1.39M | 1.02% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5,575 | $1.39M | 0.10% | 00.0% | Unchanged |
| Haverford Trust Co | 5,571 | $1.39M | 0.02% | +728+15.0% | Added |
| Cetera Advisors LLC | 5,556 | $1.39M | 0.02% | +115+2.1% | Added |
| Great Diamond Partners, LLC | 5,519 | $1.38M | 0.36% | −105−1.9% | Reduced |
| Summit Financial Group Inc | 5,450 | $1.36M | 0.53% | −600−9.9% | Reduced |
| 44 Wealth Management LLC | 5,424 | $1.35M | 0.46% | −19−0.3% | Reduced |
| Geneos Wealth Management Inc. | 5,405 | $1.35M | 0.07% | +14+0.3% | Added |
| Fort Washington Investment Advisors Inc | 5,379 | $1.34M | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,328 | $1.33M | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 5,287 | $1.32M | 0.10% | +57+1.1% | Added |
| TrimTabs Asset Management, LLC | 5,264 | $1.31M | 0.66% | −34−0.6% | Reduced |
| Desjardins Global Asset Management Inc. | 5,246 | $1.31M | 0.15% | +758+16.9% | Added |
| Hazlett, Burt & Watson, Inc. | 5,203 | $1.30M | 0.97% | −75−1.4% | Reduced |
| Impax Asset Management Group plc | 5,160 | $1.29M | 0.01% | −51−1.0% | Reduced |
| Oxler Private Wealth LLC | 5,156 | $1.29M | 0.61% | +21+0.4% | Added |
| Aaron Wealth Advisors | 5,108 | $1.28M | 0.17% | +32+0.6% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $1.27M | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 5,098 | $1.27M | 0.13% | +220+4.5% | Added |
| Chilton Capital Management LLC | 5,045 | $1.26M | 0.07% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 5,036 | $1.26M | 0.04% | −135−2.6% | Reduced |
| Sawtooth Solutions, LLC | 5,016 | $1.25M | 0.03% | −3,132−38.4% | Reduced |
| HMS Capital Management, LLC | 5,014 | $1.25M | 0.76% | +32+0.6% | Added |
| Balentine LLC | 4,974 | $1.24M | 0.04% | +788+18.8% | Added |
| DuPont Capital Management Corp | 4,895 | $1.22M | 0.06% | −860−14.9% | Reduced |
| Welch & Forbes LLC | 4,862 | $1.21M | 0.02% | +26+0.5% | Added |
| Tempus Wealth Planning, LLC | 4,849 | $1.21M | 0.55% | −8−0.2% | Reduced |
| BKD Wealth Advisors, LLC | 4,844 | $1.21M | 0.04% | +4,844 | New |
| Donaldson Capital Management, LLC | 4,842 | $1.21M | 0.06% | +602+14.2% | Added |
| Bridges Investment Management Inc | 4,813 | $1.20M | 0.04% | −178−3.6% | Reduced |
| Neo Ivy Capital Management | 4,809 | $1.20M | 0.63% | +4,809 | New |
| Harel Insurance Investments & Financial Services Ltd. | 4,825 | $1.20M | 0.03% | +4,635+2,439.5% | Added |
| Meyer Handelman Co | 4,800 | $1.20M | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,799 | $1.20M | 0.14% | +20.0% | Added |
| Fulton Bank, N.A. | 4,790 | $1.20M | 0.06% | +2,057+75.3% | Added |
| Texas Yale Capital Corp. | 4,700 | $1.17M | 0.06% | −1,235−20.8% | Reduced |
| Donoghue Forlines LLC | 4,651 | $1.16M | 0.36% | −591−11.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,646 | $1.16M | 0.03% | +25+0.5% | Added |
| AE Wealth Management LLC | 4,638 | $1.16M | 0.01% | −105−2.2% | Reduced |