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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PFS Partners, LLC | 129 | $25.9K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 137 | $27.4K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 152 | $29.0K | 0.00% | −7−4.4% | Reduced |
| Gradient Investments LLC | 146 | $29.2K | 0.00% | +36+32.7% | Added |
| Brown, Lisle/Cummings, Inc. | 148 | $29.6K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 148 | $29.7K | 0.01% | +141+2,014.3% | Added |
| Riverview Trust Co | 149 | $29.8K | 0.03% | −14−8.6% | Reduced |
| Washington Trust Co | 150 | $30.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 150 | $30.0K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 150 | $30.0K | 0.02% | +150 | New |
| Financial Avengers, Inc. | 153 | $30.6K | 0.02% | +1+0.7% | Added |
| Covestor Ltd | 159 | $32.0K | 0.02% | +1+0.6% | Added |
| Close Asset Management Ltd | 158 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 162 | $32.4K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 164 | $33.0K | 0.01% | +18+12.3% | Added |
| Larson Financial Group LLC | 173 | $34.6K | 0.00% | +141+440.6% | Added |
| Thompson Investment Management, Inc. | 175 | $35.0K | 0.01% | −450−72.0% | Reduced |
| Crewe Advisors LLC | 180 | $36.0K | 0.01% | −3−1.6% | Reduced |
| West Tower Group, LLC | 189 | $37.8K | 0.02% | −173−47.8% | Reduced |
| Prestige Wealth Management Group LLC | 191 | $38.2K | 0.01% | −1−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 195 | $39.0K | 0.00% | −102−34.3% | Reduced |
| Pacifica Partners Inc. | 200 | $39.1K | 0.02% | +100+100.0% | Added |
| Compass Wealth Management LLC | 196 | $39.2K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 196 | $39.2K | 0.01% | +125+176.1% | Added |
| Community Bank, N.A. | 200 | $40.0K | 0.01% | −100−33.3% | Reduced |
| Old Second National Bank of Aurora | 200 | $40.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 200 | $40.0K | 0.01% | +200 | New |
| VisionPoint Advisory Group, LLC | 205 | $41.1K | 0.02% | +205 | New |
| Johnson Financial Group, Inc. | 215 | $43.0K | 0.00% | +175+437.5% | Added |
| CNB Bank | 225 | $45.0K | 0.03% | +225 | New |
| Bell Investment Advisors, Inc | 227 | $45.4K | 0.01% | −20−8.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 229 | $45.8K | 0.01% | −100−30.4% | Reduced |
| Headlands Technologies LLC | 236 | $47.2K | 0.02% | +179+314.0% | Added |
| Armstrong Advisory Group, Inc | 240 | $48.0K | 0.01% | −91−27.5% | Reduced |
| Column Capital Advisors, LLC | 246 | $49.3K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 250 | $50.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 250 | $50.0K | 0.03% | +250 | New |
| Baystate Wealth Management LLC | 252 | $50.5K | 0.00% | +2+0.8% | Added |
| Raleigh Capital Management Inc. | 262 | $52.4K | 0.03% | +90+52.3% | Added |
| North Star Investment Management Corp. | 263 | $52.6K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 264 | $52.8K | 0.01% | +264 | New |
| MB, Levis & Associates, LLC | 264 | $52.9K | 0.03% | +1+0.4% | Added |
| Glass Jacobson Investment Advisors llc | 266 | $53.2K | 0.02% | +166+166.0% | Added |
| FinTrust Capital Advisors, LLC | 268 | $53.7K | 0.01% | −11−3.9% | Reduced |
| Salomon & Ludwin, LLC | 270 | $54.0K | 0.01% | +270 | New |
| JJJ Advisors Inc. | 299 | $59.8K | 0.02% | −85−22.1% | Reduced |
| Rosenberg Matthew Hamilton | 300 | $60.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 305 | $61.0K | 0.01% | +89+41.2% | Added |
| Gleason Group, Inc. | 308 | $61.6K | 0.02% | +2+0.7% | Added |
| Cranbrook Wealth Management, LLC | 314 | $62.8K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 346 | $64.8K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 325 | $65.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 327 | $65.4K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 330 | $66.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 335 | $67.0K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 350 | $70.0K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 356 | $71.3K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 359 | $71.8K | 0.04% | +231+180.5% | Added |
| Concord Wealth Partners | 359 | $71.8K | 0.02% | +50+16.2% | Added |
| Evolution Advisers, Inc. | 375 | $75.0K | 0.05% | +1+0.3% | Added |
| Independence Bank of Kentucky | 375 | $75.0K | 0.03% | −50−11.8% | Reduced |
| Estabrook Capital Management | 400 | $80.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 400 | $80.0K | 0.06% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 400 | $80.0K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 406 | $81.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 420 | $84.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 431 | $86.2K | 0.01% | +13+3.1% | Added |
| Benjamin Edwards Inc | 441 | $88.0K | 0.02% | −14−3.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 439 | $88.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 449 | $89.8K | 0.03% | −12−2.6% | Reduced |
| MCF Advisors LLC | 450 | $90.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 450 | $90.0K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 474 | $94.8K | 0.01% | +460+3,285.7% | Added |
| Laurel Wealth Advisors LLC | 482 | $96.4K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 495 | $99.1K | 0.02% | +21+4.4% | Added |
| Alta Advisers Ltd | 500 | $100.0K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 500 | $100.1K | 0.03% | −37−6.9% | Reduced |
| Hollencrest Capital Management | 505 | $100.9K | 0.01% | +1+0.2% | Added |
| New Millennium Group LLC | 518 | $103.7K | 0.09% | −148−22.2% | Reduced |
| Elgethun Capital Management | 523 | $104.0K | 0.03% | +3+0.6% | Added |
| Pathway Financial Advisers, LLC | 521 | $104.2K | 0.04% | +521 | New |
| Peoples Financial Services Corp. | 529 | $105.8K | 0.05% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 543 | $109.0K | 0.06% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 558 | $111.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 559 | $111.8K | 0.02% | +1+0.2% | Added |
| Tortoise Investment Management, LLC | 561 | $112.2K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 574 | $115.0K | 0.01% | +208+56.8% | Added |
| Bank of New Hampshire | 580 | $116.0K | 0.03% | −60−9.4% | Reduced |
| City Holding Co | 596 | $119.2K | 0.02% | 00.0% | Unchanged |
| Blackhill Capital Inc | 600 | $120.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 632 | $126.5K | 0.04% | −1,200−65.5% | Reduced |
| Salem Investment Counselors Inc | 645 | $129.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 646 | $129.3K | 0.01% | +65+11.2% | Added |
| Manchester Capital Management LLC | 650 | $130.1K | 0.02% | −1−0.2% | Reduced |
| Bessemer Securities LLC | 658 | $132.0K | 0.18% | −250−27.5% | Reduced |
| LGT Financial Advisors LLC | 660 | $132.1K | 0.17% | −295−30.9% | Reduced |
| Global Retirement Partners, LLC | 678 | $134.9K | 0.01% | −156−18.7% | Reduced |
| Harvest Fund Management Co., Ltd | 686 | $137.0K | 0.02% | −938−57.8% | Reduced |
| Anchor Investment Management, LLC | 688 | $137.7K | 0.02% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 693 | $138.7K | 0.12% | 00.0% | Unchanged |