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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 29 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, Q3 2023

Institutional positions in Hershey Co as of Sep 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
1,301
−41 vs. Q2 2023
Shares held
117.6M
+6.08K (0.0%) vs. Q2 2023
Total value
$23.5B
−$5.81B (−19.8%) vs. Q2 2023
New holders
117
463 more added
Sold out
158
448 more reduced

15 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,301 institutions
Q1 2021: 1,007 institutionsQ2 2021: 1,040 institutionsQ3 2021: 1,040 institutionsQ4 2021: 1,138 institutionsQ1 2022: 1,191 institutionsQ2 2022: 1,212 institutionsQ3 2022: 1,228 institutionsQ4 2022: 1,294 institutionsQ1 2023: 1,337 institutionsQ2 2023: 1,357 institutionsQ3 2023: 1,301 institutionsQ4 2023: 1,352 institutionsQ1 2024: 1,362 institutionsQ2 2024: 1,384 institutionsQ3 2024: 1,400 institutionsQ4 2024: 1,349 institutionsQ1 2025: 1,348 institutionsQ2 2025: 1,314 institutionsQ3 2025: 1,360 institutionsQ4 2025: 1,415 institutionsQ1 2026: 1,480 institutionsQ2 2026: 1,417 institutions
Value heldQ3 2023: $23.5B
Q1 2021: $17.3BQ2 2021: $19.0BQ3 2021: $18.6BQ4 2021: $21.0BQ1 2022: $23.8BQ2 2022: $24.1BQ3 2022: $24.9BQ4 2022: $26.2BQ1 2023: $29.4BQ2 2023: $29.4BQ3 2023: $23.5BQ4 2023: $21.8BQ1 2024: $22.8BQ2 2024: $21.6BQ3 2024: $23.6BQ4 2024: $20.6BQ1 2025: $21.0BQ2 2025: $21.3BQ3 2025: $23.7BQ4 2025: $23.2BQ1 2026: $25.9BQ2 2026: $22.8B
Institutions holding HSY and their total value by quarter
QuarterHoldersValue
Q2 20261,417$22.8B
Q1 20261,480$25.9B
Q4 20251,415$23.2B
Q3 20251,360$23.7B
Q2 20251,314$21.3B
Q1 20251,348$21.0B
Q4 20241,349$20.6B
Q3 20241,400$23.6B
Q2 20241,384$21.6B
Q1 20241,362$22.8B
Q4 20231,352$21.8B
Q3 20231,301$23.5B
Q2 20231,357$29.4B
Q1 20231,337$29.4B
Q4 20221,294$26.2B
Q3 20221,228$24.9B
Q2 20221,212$24.1B
Q1 20221,191$23.8B
Q4 20211,138$21.0B
Q3 20211,040$18.6B
Q2 20211,040$19.0B
Q1 20211,007$17.3B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q2 2023.

Institutions holding HSY in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.0$60.00%−250−100.0%Reduced
ZRC Wealth Management, LLC0$100.00%0Unchanged
Carolina Wealth Advisors, LLC1$2000.00%00.0%Unchanged
Tucker Asset Management LLC1$2000.00%00.0%Unchanged
WestEnd Advisors, LLC2$4000.00%+2New
Sound Income Strategies, LLC3$6000.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC3$6000.00%+3New
SRS Capital Advisors, Inc.4$8010.00%−13−76.5%Reduced
Tfo-TDC, LLC4$9990.00%+3+300.0%Added
Avion Wealth6$1.00K0.00%−18−75.0%Reduced
West Paces Advisors Inc.5$1.00K0.00%00.0%Unchanged
Robbins Farley LLC5$1.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp6$1.20K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC6$1.20K0.00%00.0%Unchanged
Arlington Partners LLC7$1.40K0.00%00.0%Unchanged
Arlington Trust Co LLC7$1.40K0.00%+7New
Silver Oak Securities, Inc7$1.47K0.00%−2,082−99.7%Reduced
Perkins Coie Trust Co8$1.60K0.00%+8New
SJS Investment Consulting Inc.8$1.60K0.00%−7−46.7%Reduced
SkyView Investment Advisors, LLC11$2.00K0.00%−1−8.3%Reduced
China Universal Asset Management Co., Ltd.10$2.00K0.00%+10New
DRH Investments, Inc.10$2.04K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.11$2.20K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC11$2.20K0.00%+11New
Impact Partnership Wealth, LLC12$2.40K0.00%00.0%Unchanged
GoalVest Advisory LLC12$2.40K0.00%+12New
Lam Group, Inc.13$2.60K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC12$2.78K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.15$2.95K0.00%00.0%Unchanged
Copeland Capital Management, LLC15$3.00K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.16$3.13K0.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc16$3.20K0.00%00.0%Unchanged
Beacon Capital Management, LLC14$3.39K0.00%00.0%Unchanged
Grove Bank & Trust17$3.40K0.00%00.0%Unchanged
Stone House Investment Management, LLC17$3.40K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC18$3.60K0.00%+9+100.0%Added
Nemes Rush Group LLC22$4.40K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC23$4.60K0.00%00.0%Unchanged
Raffa Wealth Management, LLC23$4.60K0.00%00.0%Unchanged
Steward Financial Group LLC25$5.00K0.00%−28−52.8%Reduced
City State Bank25$5.00K0.00%+25New
Norwood Financial Corp25$5.00K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC27$5.40K0.00%00.0%Unchanged
Whittier Trust Co28$5.60K0.00%+21+300.0%Added
Aspire Private Capital, LLC28$5.61K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.29$5.85K0.00%00.0%Unchanged
Red Tortoise LLC32$6.40K0.00%00.0%Unchanged
Globeflex Capital L P34$6.80K0.00%00.0%Unchanged
Bray Capital Advisors34$6.80K0.00%+34New
Delos Wealth Advisors, LLC33$7.09K0.01%00.0%Unchanged
McIlrath & Eck, LLC40$8.00K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC41$8.27K0.00%−1−2.4%Reduced
Kozak & Associates, Inc.44$8.55K0.00%00.0%Unchanged
American National Bank44$8.80K0.00%−102−69.9%Reduced
Sutton Wealth Advisors Inc.44$8.80K0.00%−23−34.3%Reduced
HighMark Wealth Management LLC44$8.80K0.01%00.0%Unchanged
Loomis Sayles & Co L P43$9.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC44$9.00K0.00%+7+18.9%Added
Capital Advisors, Ltd. LLC46$9.00K0.00%+15+48.4%Added
Addison Advisors LLC45$9.00K0.00%00.0%Unchanged
Abound Wealth Management46$9.21K0.00%−17−27.0%Reduced
Eagle Bay Advisors LLC48$9.60K0.00%−7−12.7%Reduced
Baker Avenue Asset Management, LP50$10.0K0.00%−2,610−98.1%Reduced
Hoese & Co LLP50$10.0K0.01%00.0%Unchanged
Piscataqua Savings Bank50$10.0K0.01%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.50$10.0K0.00%+50New
PayPay Securities Corp18$10.2K0.49%00.0%Unchanged
Valley National Advisers Inc54$11.0K0.00%+8+17.4%Added
Insight Financial Services57$11.4K0.02%00.0%Unchanged
Stephens Consulting, LLC57$11.4K0.00%00.0%Unchanged
Bromfield Sneider Wealth Advisors60$12.0K0.01%−105−63.6%Reduced
Trifecta Capital Advisors, LLC63$12.6K0.00%00.0%Unchanged
Earnest Partners LLC66$13.2K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC67$13.5K0.00%00.0%Unchanged
Dividend Assets Capital, LLC71$14.0K0.00%00.0%Unchanged
Asset Dedication, LLC69$14.0K0.00%+43+165.4%Added
Annis Gardner Whiting Capital Advisors, LLC70$14.0K0.01%+70New
Highlander Capital Management, LLC75$15.0K0.01%00.0%Unchanged
Kessler Investment Group, LLC75$15.0K0.01%00.0%Unchanged
Financial Management Professionals, Inc.87$17.0K0.00%+3+3.6%Added
Webster Bank, N. A.90$18.0K0.00%−80−47.1%Reduced
Venturi Wealth Management, LLC99$19.8K0.00%+82+482.4%Added
PrairieView Partners, LLC100$20.0K0.00%+100New
Riggs Asset Managment Co. Inc.100$20.0K0.01%−13−11.5%Reduced
Baldwin Brothers Inc100$20.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC100$20.0K0.00%00.0%Unchanged
Sittner & Nelson, LLC100$20.0K0.01%00.0%Unchanged
Financial Freedom, LLC100$20.0K0.01%00.0%Unchanged
West Branch Capital LLC108$21.6K0.01%00.0%Unchanged
Heritage Wealth Advisors110$22.0K0.00%00.0%Unchanged
PEAK6 Investments LLC110$22.0K0.00%+107+3,566.7%Added
Quent Capital, LLC115$23.0K0.00%00.0%Unchanged
Ofi Invest Asset Management129$24.4K0.00%+129New
IMA Wealth, Inc.125$25.0K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.125$25.0K0.01%+125New
Costello Asset Management, INC125$25.0K0.02%+125New
Kelly Financial Services LLC127$25.4K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc128$25.6K0.00%−50−28.1%Reduced
Altshuler Shaham Ltd129$25.8K0.00%−272−67.8%Reduced
Beaird Harris Wealth Management, LLC129$25.8K0.00%+10+8.4%Added