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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,616 | $1.15M | 0.01% | −2,552−35.6% | Reduced |
| Empirical Finance, LLC | 4,580 | $1.14M | 0.09% | +516+12.7% | Added |
| Somerset Trust Co | 4,530 | $1.13M | 0.49% | −1,137−20.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,497 | $1.12M | 0.04% | −189−4.0% | Reduced |
| Keeler Thomas Management LLC | 4,453 | $1.11M | 0.45% | −728−14.1% | Reduced |
| Herold Advisors, Inc. | 4,453 | $1.11M | 0.34% | +437+10.9% | Added |
| First National Trust Co | 4,439 | $1.11M | 0.05% | +397+9.8% | Added |
| Aptus Capital Advisors, LLC | 4,437 | $1.11M | 0.03% | −40−0.9% | Reduced |
| Diversified Trust Co | 4,437 | $1.11M | 0.04% | +181+4.3% | Added |
| XTX Topco Ltd | 4,431 | $1.11M | 0.20% | +4,431 | New |
| Vinva Investment Management Ltd | 4,436 | $1.10M | 0.10% | −477−9.7% | Reduced |
| Gratus Capital LLC | 4,385 | $1.09M | 0.08% | −357−7.5% | Reduced |
| Inceptionr LLC | 4,382 | $1.09M | 0.58% | +4,382 | New |
| Stegent Equity Advisors, Inc. | 4,365 | $1.09M | 1.22% | −93−2.1% | Reduced |
| Key Financial Inc | 4,358 | $1.09M | 0.36% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,354 | $1.09M | 0.05% | +916+26.6% | Added |
| WSFS Capital Management, LLC | 4,341 | $1.08M | 0.10% | +31+0.7% | Added |
| Bellecapital International Ltd. | 4,336 | $1.08M | 0.26% | −1,110−20.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,329 | $1.08M | 0.01% | −85−1.9% | Reduced |
| 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 |
| Apollon Wealth Management, LLC | 4,281 | $1.07M | 0.05% | +48+1.1% | Added |
| BLB&B Advisors, LLC | 4,220 | $1.05M | 0.07% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 4,175 | $1.04M | 0.44% | +4,175 | New |
| 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 |
| Pinnacle Financial Partners Inc | 4,157 | $1.04M | 0.03% | −7−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 4,151 | $1.04M | 0.06% | +355+9.4% | Added |
| Independent Wealth Network Inc. | 4,067 | $1.02M | 0.61% | −94−2.3% | Reduced |
| Bartlett & Co. LLC | 4,063 | $1.01M | 0.02% | +300+8.0% | Added |
| Bartlett & Co. Wealth Management LLC | 4,063 | $1.01M | 0.02% | +300+8.0% | Added |
| Transcend Wealth Collective, LLC | 4,056 | $1.01M | 0.10% | +1,281+46.2% | Added |
| Garrison Point Advisors, LLC | 4,054 | $1.01M | 0.73% | +290+7.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,050 | $1.01M | 0.10% | −400−9.0% | Reduced |
| Banque Pictet & Cie SA | 4,049 | $1.01M | 0.01% | +1,092+36.9% | Added |
| Formidable Asset Management, LLC | 4,007 | $1.00M | 0.22% | 00.0% | Unchanged |
| Gifford Fong Associates | 4,000 | $999.0K | 0.23% | 00.0% | Unchanged |
| 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 |
| Forum Financial Management, LP | 3,985 | $995.1K | 0.02% | +17+0.4% | Added |
| Field & Main Bank | 3,968 | $990.8K | 0.55% | +69+1.8% | Added |
| Occudo Quantitative Strategies LP | 3,965 | $990.1K | 0.10% | −557−12.3% | Reduced |
| Sumitomo Life Insurance Co | 3,946 | $985.3K | 0.04% | −367−8.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,944 | $984.9K | 0.10% | +742+23.2% | Added |
| Trail Ridge Investment Advisors, LLC | 3,923 | $979.6K | 0.60% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,907 | $975.6K | 0.33% | +94+2.5% | Added |
| Valley Forge Investment Consultants Inc Adv | 3,905 | $975.1K | 0.48% | −20−0.5% | Reduced |
| Wintrust Investments LLC | 3,885 | $970.0K | 0.10% | +1,236+46.7% | Added |
| Meitav Dash Investments Ltd | 3,860 | $959.9K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,807 | $950.6K | 0.04% | +10+0.3% | Added |
| Qtron Investments LLC | 3,805 | $950.1K | 0.18% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 3,800 | $948.9K | 0.26% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,777 | $943.1K | 0.28% | 00.0% | Unchanged |
| 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 |
| SPC Financial, Inc. | 3,730 | $931.4K | 0.10% | +325+9.5% | Added |
| Symmetry Partners, LLC | 3,706 | $925.0K | 0.05% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,689 | $921.3K | 0.04% | +98+2.7% | Added |
| Sherbrooke Park Advisers LLC | 3,673 | $917.1K | 0.48% | +1,973+116.1% | Added |
| Walleye Trading LLC | 3,655 | $912.7K | 0.05% | +1,666+83.8% | Added |
| Jackson Creek Investment Advisors LLC | 3,637 | $908.0K | 0.36% | −934−20.4% | Reduced |
| Sigma Planning Corp | 3,633 | $907.4K | 0.03% | −1,941−34.8% | Reduced |
| West Family Investments, Inc. | 3,628 | $905.9K | 0.35% | +3,628 | New |
| Zimmermann Investment Management & Planning LLC | 3,625 | $905.3K | 0.42% | −4−0.1% | Reduced |
| Franklin Street Advisors Inc | 3,605 | $900.0K | 0.08% | −25−0.7% | Reduced |
| America First Investment Advisors, LLC | 3,575 | $892.7K | 0.24% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 3,567 | $890.8K | 0.03% | +319+9.8% | Added |
| Dark Forest Capital Management LP | 3,559 | $888.7K | 0.09% | +3,559 | New |
| Western Financial Corp | 3,554 | $887.3K | 0.60% | +185+5.5% | Added |
| Pinnacle Associates Ltd | 3,544 | $884.9K | 0.02% | +257+7.8% | Added |
| Sound View Wealth Advisors Group, LLC | 3,529 | $881.3K | 0.12% | −10.0% | Reduced |
| Avidian Wealth Solutions, LLC | 3,493 | $872.2K | 0.06% | −969−21.7% | Reduced |
| Farmers Trust Co | 3,489 | $871.2K | 0.19% | −100−2.8% | Reduced |
| Klingman & Associates, LLC | 3,486 | $870.5K | 0.07% | +7+0.2% | Added |
| Old National Bancorp | 3,483 | $869.7K | 0.02% | −75−2.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,469 | $866.1K | 0.03% | −35−1.0% | Reduced |
| Jacobi Capital Management LLC | 3,446 | $860.5K | 0.10% | −84−2.4% | Reduced |
| Alberta Investment Management Corp | 3,428 | $856.0K | 0.01% | +428+14.3% | Added |
| WBH Advisory Inc | 3,427 | $855.7K | 0.10% | −20−0.6% | Reduced |
| Ade, LLC | 3,420 | $854.0K | 0.60% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,412 | $852.0K | 0.05% | +21+0.6% | Added |
| Systematic Alpha Investments, LLC | 3,401 | $849.2K | 0.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 3,396 | $847.9K | 0.40% | −1,183−25.8% | Reduced |
| Eudaimonia Partners, LLC | 3,393 | $847.2K | 0.19% | −17−0.5% | Reduced |
| Busey Wealth Management | 3,388 | $846.0K | 0.03% | −246−6.8% | Reduced |
| Strategy Asset Managers LLC | 3,361 | $839.2K | 0.19% | +334+11.0% | Added |
| Boston Private Wealth LLC | 3,359 | $838.7K | 0.02% | −76−2.2% | Reduced |
| Raymond James Trust N.A. | 3,350 | $837.0K | 0.02% | +479+16.7% | Added |
| Morningstar Investment Management LLC | 3,348 | $836.0K | 0.11% | +3,348 | New |
| Cypress Capital Management LLC (WY) | 3,346 | $835.5K | 0.93% | −3,633−52.1% | Reduced |
| Tarbox Family Office, Inc. | 3,345 | $835.4K | 0.16% | +40+1.2% | Added |
| Ami Asset Management Corp | 3,317 | $828.3K | 0.05% | +13+0.4% | Added |
| Claro Advisors LLC | 3,303 | $824.8K | 0.20% | +254+8.3% | Added |
| HM Payson & Co | 3,287 | $820.8K | 0.02% | +195+6.3% | Added |
| Ipswich Investment Management Co., Inc. | 3,250 | $811.5K | 0.21% | −125−3.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,244 | $810.0K | 0.02% | −15−0.5% | Reduced |
| National Asset Management, Inc. | 3,208 | $801.0K | 0.02% | −55−1.7% | Reduced |
| Valley Brook Capital Group | 3,195 | $797.9K | 0.74% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,194 | $797.5K | 0.14% | −28−0.9% | Reduced |
| Meeder Asset Management Inc | 3,174 | $792.5K | 0.06% | +3,174 | New |