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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 3,170 | $791.5K | 0.13% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,166 | $790.6K | 0.05% | +49+1.6% | Added |
| Blueshift Asset Management, LLC | 3,135 | $782.8K | 0.30% | +40+1.3% | Added |
| Fernwood Investment Management, LLC | 3,125 | $780.3K | 0.28% | −100−3.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,119 | $778.8K | 0.03% | −65−2.0% | Reduced |
| Insight Advisors, LLC | 3,079 | $768.9K | 0.17% | −169−5.2% | Reduced |
| Oakworth Capital, Inc. | 3,076 | $768.1K | 0.07% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 3,050 | $761.0K | 0.04% | −17,970−85.5% | Reduced |
| Signaturefd, LLC | 3,042 | $759.6K | 0.02% | −262−7.9% | Reduced |
| Univest Financial Corp | 3,027 | $755.8K | 0.23% | 00.0% | Unchanged |
| Somerville Kurt F | 3,000 | $749.1K | 0.14% | −300−9.1% | Reduced |
| First National Advisers, LLC | 3,000 | $749.1K | 0.69% | +3,000 | New |
| Sandy Spring Bank | 2,995 | $747.9K | 0.04% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,990 | $747.0K | 0.04% | −48−1.6% | Reduced |
| Caldwell Trust Co | 2,985 | $745.4K | 0.10% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,966 | $742.0K | 0.08% | −10,987−78.7% | Reduced |
| Virtus ETF Advisers LLC | 2,968 | $741.1K | 0.44% | −1,120−27.4% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 2,958 | $738.6K | 0.71% | +197+7.1% | Added |
| Primoris Wealth Advisors, LLC | 2,957 | $738.4K | 0.81% | −20,584−87.4% | Reduced |
| M&R Capital Management Inc | 2,950 | $736.6K | 0.19% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,914 | $727.6K | 0.03% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,905 | $725.4K | 0.08% | +25+0.9% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 2,900 | $724.1K | 0.84% | −1,479−33.8% | Reduced |
| Hardman Johnston Global Advisors LLC | 2,900 | $724.1K | 0.02% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,892 | $722.0K | 0.19% | −44−1.5% | Reduced |
| Headinvest, LLC | 3,225 | $721.0K | 0.16% | −300−8.5% | Reduced |
| Unigestion Holding SA | 2,869 | $713.5K | 0.04% | −473−14.2% | Reduced |
| Meridian Wealth Management, LLC | 2,835 | $707.9K | 0.06% | −450−13.7% | Reduced |
| JSF Financial, LLC | 2,823 | $704.9K | 0.25% | −197−6.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,816 | $703.2K | 0.01% | −1,088−27.9% | Reduced |
| Zions Bancorporation, N.A. | 2,816 | $703.2K | 0.06% | −211−7.0% | Reduced |
| Trust Co of Vermont | 2,812 | $702.2K | 0.05% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,811 | $702.0K | 0.06% | +225+8.7% | Added |
| Synovus Financial Corp | 2,785 | $695.5K | 0.01% | −80−2.8% | Reduced |
| HWG Holdings LP | 2,785 | $695.4K | 0.33% | +152+5.8% | Added |
| WealthTrust Axiom LLC | 2,761 | $689.4K | 0.23% | 00.0% | Unchanged |
| First American Trust, FSB | 2,760 | $689.0K | 0.09% | 00.0% | Unchanged |
| Atwater Malick LLC | 2,757 | $688.4K | 0.29% | +125+4.7% | Added |
| ARS Wealth Advisors Group, LLC | 2,701 | $674.4K | 0.11% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,700 | $674.2K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 2,698 | $674.0K | 0.03% | −1,704−38.7% | Reduced |
| Proequities, Inc. | 2,696 | $673.2K | 0.05% | +449+20.0% | Added |
| Glenview Trust Co | 2,693 | $672.4K | 0.02% | −30−1.1% | Reduced |
| MQS Management LLC | 2,672 | $667.2K | 0.45% | +2,672 | New |
| Baker Avenue Asset Management, LP | 2,660 | $664.2K | 0.03% | +229+9.4% | Added |
| Argent Trust Co | 2,655 | $663.0K | 0.04% | +98+3.8% | Added |
| Hunter Associates Investment Management LLC | 2,649 | $661.0K | 0.13% | 00.0% | Unchanged |
| Hudock, Inc. | 2,617 | $653.5K | 0.15% | +5+0.2% | Added |
| Foster Group, Inc. | 2,604 | $650.2K | 0.04% | +3+0.1% | Added |
| Parthenon LLC | 2,600 | $649.2K | 0.09% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,580 | $644.2K | 0.05% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 2,576 | $643.2K | 0.05% | −209−7.5% | Reduced |
| SL Advisors, LLC | 2,558 | $638.7K | 1.44% | −39−1.5% | Reduced |
| Schear Investment Advisers, LLC | 2,541 | $634.5K | 0.67% | +732+40.5% | Added |
| Columbia Asset Management | 2,535 | $633.0K | 0.14% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,526 | $630.9K | 0.23% | +1,676+197.2% | Added |
| Comerica Securities,inc. | 2,523 | $630.0K | 0.04% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,490 | $621.8K | 0.42% | −527−17.5% | Reduced |
| Coho Partners, Ltd. | 2,490 | $621.8K | 0.01% | −125−4.8% | Reduced |
| Congress Wealth Management LLC | 2,487 | $621.0K | 0.01% | −100−3.9% | Reduced |
| Schulhoff & Co Inc | 2,481 | $619.5K | 0.29% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,444 | $610.1K | 0.06% | +407+20.0% | Added |
| Armstrong Henry H Associates Inc | 2,430 | $606.8K | 0.07% | 00.0% | Unchanged |
| Associated Banc-Corp | 2,410 | $601.8K | 0.02% | +172+7.7% | Added |
| IHT Wealth Management, LLC | 2,407 | $601.1K | 0.03% | +309+14.7% | Added |
| Machina Capital S.A.S. | 2,406 | $600.8K | 0.34% | +1,771+278.9% | Added |
| Pecaut & Co. | 2,400 | $599.3K | 0.25% | 00.0% | Unchanged |
| Advisors Management Group Inc | 2,400 | $599.0K | 0.18% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,378 | $593.8K | 0.01% | +266+12.6% | Added |
| Lido Advisors, LLC | 2,350 | $587.0K | 0.01% | +467+24.8% | Added |
| Meeder Advisory Services, Inc. | 2,342 | $584.8K | 0.06% | +132+6.0% | Added |
| Capital Investment Advisors, LLC | 2,330 | $581.8K | 0.02% | −62−2.6% | Reduced |
| LifeGuide Financial Advisors, LLC | 2,320 | $579.3K | 0.39% | +10.0% | Added |
| Northeast Investment Management | 2,291 | $572.1K | 0.03% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 2,291 | $572.1K | 0.33% | +1,116+95.0% | Added |
| Mutual Advisors, LLC | 2,262 | $564.8K | 0.02% | −31−1.4% | Reduced |
| Northwest & Ethical Investments L.P. | 2,253 | $562.6K | 0.02% | +2,253 | New |
| CTC Alternative Strategies, Ltd. | 2,250 | $561.8K | 0.70% | +2,250 | New |
| Fiera Capital Corp | 2,240 | $559.3K | 0.00% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,240 | $559.3K | 0.11% | 00.0% | Unchanged |
| Iowa State Bank | 2,237 | $558.6K | 0.14% | 00.0% | Unchanged |
| World Equity Group, Inc. | 2,234 | $557.8K | 0.16% | +2,234 | New |
| Daymark Wealth Partners, LLC | 2,228 | $556.3K | 0.04% | +2,228 | New |
| McClarren Financial Advisors, Inc. | 2,227 | $556.0K | 0.46% | +8+0.4% | Added |
| CWA Asset Management Group, LLC | 2,215 | $553.1K | 0.04% | +39+1.8% | Added |
| J.W. Cole Advisors, Inc. | 2,211 | $552.1K | 0.04% | −517−19.0% | Reduced |
| Duncker Streett & Co Inc | 2,192 | $547.3K | 0.12% | 00.0% | Unchanged |
| First Hawaiian Bank | 2,177 | $543.6K | 0.02% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 2,173 | $542.6K | 0.13% | −813−27.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,167 | $541.1K | 0.02% | −711−24.7% | Reduced |
| BerganKDV Wealth Management, LLC | 2,165 | $540.7K | 0.05% | −763−26.1% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 2,165 | $540.6K | 0.30% | 00.0% | Unchanged |
| Forte Capital LLC | 2,161 | $539.7K | 0.08% | +95+4.6% | Added |
| Stanley-Laman Group, Ltd. | 2,158 | $538.9K | 0.09% | +2,158 | New |
| Inspirion Wealth Advisors, LLC | 2,152 | $537.4K | 0.10% | +106+5.2% | Added |
| Woodstock Corp | 2,140 | $534.4K | 0.06% | −175−7.6% | Reduced |
| Occidental Asset Management, LLC | 2,125 | $530.6K | 0.12% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,118 | $528.9K | 0.03% | +2,118 | New |
| Horizon Investments, LLC | 2,106 | $525.9K | 0.02% | −452−17.7% | Reduced |
| Allworth Financial LP | 2,101 | $524.7K | 0.00% | +83+4.1% | Added |