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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 700 | $140.0K | 0.09% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 704 | $140.9K | 0.10% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 749 | $149.9K | 0.01% | −65−8.0% | Reduced |
| Private Ocean, LLC | 762 | $152.4K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 777 | $155.5K | 0.01% | −93−10.7% | Reduced |
| First Horizon Advisors, Inc. | 779 | $155.9K | 0.01% | +6+0.8% | Added |
| RE Advisers Corp | 785 | $157.1K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 786 | $157.3K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 814 | $163.0K | 0.00% | +3+0.4% | Added |
| MV Capital Management, Inc. | 821 | $164.3K | 0.02% | −51−5.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 824 | $164.9K | 0.02% | −18,596−95.8% | Reduced |
| AlphaCentric Advisors LLC | 834 | $166.9K | 0.09% | −28−3.2% | Reduced |
| Creative Financial Designs Inc | 835 | $167.0K | 0.02% | −234−21.9% | Reduced |
| Penserra Capital Management LLC | 846 | $168.0K | 0.00% | −114−11.9% | Reduced |
| Shell Asset Management Co | 840 | $168.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 849 | $170.0K | 0.01% | −10−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 683 | $171.0K | 0.00% | +34+5.2% | Added |
| Sentry Investment Management LLC | 870 | $174.0K | 0.08% | −96−9.9% | Reduced |
| Deseret Mutual Benefit Administrators | 891 | $178.3K | 0.09% | −33−3.6% | Reduced |
| Harbor Investment Advisory, LLC | 901 | $180.3K | 0.02% | −1−0.1% | Reduced |
| Hanson & Doremus Investment Management | 914 | $183.0K | 0.04% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 932 | $186.4K | 0.10% | +1+0.1% | Added |
| WFA of San Diego, LLC | 937 | $187.5K | 0.19% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 987 | $197.5K | 0.09% | +987 | New |
| Hyman Charles D | 1,000 | $200.0K | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 1,000 | $200.1K | 0.00% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,000 | $200.1K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,000 | $200.1K | 0.02% | +1,000 | New |
| Drive Wealth Management, LLC | 1,008 | $201.6K | 0.07% | +49+5.1% | Added |
| NinePointTwo Capital | 1,015 | $203.0K | 0.08% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 1,016 | $203.3K | 0.12% | +33+3.4% | Added |
| Court Place Advisors, LLC | 1,018 | $203.8K | 0.07% | 00.0% | Unchanged |
| Tri Locum Partners LP | 1,020 | $204.1K | 0.07% | +1,020 | New |
| Aberdeen Wealth Management LLC | 1,032 | $206.5K | 0.16% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,033 | $206.7K | 0.01% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 1,036 | $207.3K | 0.04% | 00.0% | Unchanged |
| Vicus Capital | 1,038 | $207.6K | 0.02% | +1,038 | New |
| Wealth Alliance | 1,038 | $207.8K | 0.03% | −20−1.9% | Reduced |
| Washington Trust Bank | 1,041 | $208.3K | 0.02% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 1,050 | $210.1K | 0.04% | +1,050 | New |
| NTV Asset Management LLC | 1,053 | $210.7K | 0.04% | +1+0.1% | Added |
| Gsa Capital Partners LLP | 1,053 | $211.0K | 0.02% | +1,053 | New |
| Capital Advisors Inc | 1,057 | $211.5K | 0.01% | −28−2.6% | Reduced |
| Chicago Partners Investment Group LLC | 1,119 | $211.7K | 0.01% | −170−13.2% | Reduced |
| Schechter Investment Advisors, LLC | 1,060 | $212.1K | 0.02% | −306−22.4% | Reduced |
| Bridge Creek Capital Management LLC | 1,060 | $212.1K | 0.08% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 1,065 | $213.1K | 0.00% | −103−8.8% | Reduced |
| Avantax Planning Partners, Inc. | 1,072 | $214.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,073 | $214.8K | 0.07% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 1,075 | $215.1K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 1,077 | $215.5K | 0.08% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,080 | $216.1K | 0.06% | −28−2.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,080 | $216.1K | 0.05% | +14+1.3% | Added |
| Capital Financial Planning, LLC | 1,081 | $216.3K | 0.09% | +1+0.1% | Added |
| Running Point Capital Advisors, LLC | 1,085 | $217.1K | 0.13% | −35−3.1% | Reduced |
| Clean Yield Group | 1,133 | $217.3K | 0.10% | −33−2.8% | Reduced |
| Brevan Howard Capital Management LP | 1,088 | $217.7K | 0.06% | +1,088 | New |
| CAPROCK Group, Inc. | 1,089 | $217.9K | 0.02% | −112−9.3% | Reduced |
| CWS Financial Advisors, LLC | 1,091 | $218.3K | 0.09% | −243−18.2% | Reduced |
| W Advisors, LLC | 1,093 | $218.7K | 0.18% | −3−0.3% | Reduced |
| St Germain D J Co Inc | 1,095 | $219.1K | 0.01% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 1,100 | $220.1K | 0.12% | −900−45.0% | Reduced |
| First City Capital Management, Inc. | 1,100 | $220.1K | 0.14% | 00.0% | Unchanged |
| Towercrest Capital Management | 1,100 | $220.1K | 0.04% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,100 | $220.1K | 0.00% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,107 | $221.6K | 0.11% | +1,107 | New |
| Pittenger & Anderson Inc | 1,108 | $221.7K | 0.01% | +530+91.7% | Added |
| Rothschild Investment Corp | 1,110 | $222.0K | 0.02% | +108+10.8% | Added |
| Taylor Hoffman Wealth Management | 1,111 | $222.3K | 0.11% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,117 | $223.5K | 0.02% | −287−20.4% | Reduced |
| Hallmark Capital Management Inc | 1,124 | $224.9K | 0.02% | +74+7.0% | Added |
| Farmers National Bank | 1,125 | $225.1K | 0.08% | +3+0.3% | Added |
| IFP Advisors, Inc | 1,126 | $225.4K | 0.01% | +81+7.8% | Added |
| Clarius Group, LLC | 1,135 | $227.1K | 0.02% | −454−28.6% | Reduced |
| First Citizens Financial Corp | 1,142 | $228.5K | 0.16% | −37−3.1% | Reduced |
| True North Advisors, LLC | 1,143 | $228.6K | 0.07% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,147 | $229.5K | 0.12% | −50−4.2% | Reduced |
| CFM Wealth Partners LLC | 1,148 | $229.7K | 0.06% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 1,149 | $229.9K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,154 | $231.0K | 0.01% | −42−3.5% | Reduced |
| Rehmann Capital Advisory Group | 1,156 | $231.4K | 0.02% | −12−1.0% | Reduced |
| TownSquare Capital, LLC | 1,161 | $232.3K | 0.00% | +198+20.6% | Added |
| Hills Bank & Trust Co | 1,170 | $234.1K | 0.03% | −107−8.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,170 | $234.1K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,173 | $234.7K | 0.01% | +110+10.3% | Added |
| Meritage Group LP | 1,176 | $235.0K | 0.01% | +1,176 | New |
| Algert Global LLC | 1,177 | $235.5K | 0.01% | +1,177 | New |
| Left Brain Wealth Management, LLC | 1,180 | $236.1K | 0.15% | +183+18.4% | Added |
| Foster Dykema Cabot & Co Inc | 1,183 | $237.0K | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,188 | $237.8K | 0.01% | −12,460−91.3% | Reduced |
| Gill Capital Partners, LLC | 1,190 | $238.1K | 0.11% | +7+0.6% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,200 | $240.1K | 0.17% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,207 | $241.5K | 0.07% | −1−0.1% | Reduced |
| Mather Group, LLC. | 1,212 | $242.5K | 0.00% | −116−8.7% | Reduced |
| Liberty Wealth Management LLC | 1,220 | $244.0K | 0.06% | −20−1.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,220 | $244.1K | 0.03% | −458−27.3% | Reduced |
| NovaPoint Capital, LLC | 1,220 | $244.1K | 0.10% | 00.0% | Unchanged |
| Conning Inc. | 1,229 | $245.9K | 0.01% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 1,235 | $247.1K | 0.04% | −25−2.0% | Reduced |
| Kapitalo Investimentos Ltda | 1,238 | $247.7K | 0.03% | +80+6.9% | Added |