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 |
|---|---|---|---|---|---|
| Vertex Planning Partners, LLC | 1,239 | $248.0K | 0.09% | +4+0.3% | Added |
| Birch Hill Investment Advisors LLC | 1,240 | $248.1K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,244 | $248.9K | 0.02% | 00.0% | Unchanged |
| Select Asset Management & Trust | 1,250 | $250.0K | 0.15% | 00.0% | Unchanged |
| Coastline Trust Co | 1,250 | $250.1K | 0.04% | 00.0% | Unchanged |
| Pitcairn Co | 1,258 | $251.7K | 0.02% | −52−4.0% | Reduced |
| YHB Investment Advisors, Inc. | 1,260 | $252.1K | 0.02% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 1,267 | $253.6K | 0.12% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 1,268 | $253.7K | 0.05% | −24−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 1,281 | $256.3K | 0.02% | −202−13.6% | Reduced |
| Advisor Resource Council | 1,282 | $256.5K | 0.17% | −638−33.2% | Reduced |
| Personal Cfo Solutions, LLC | 1,290 | $258.2K | 0.05% | +229+21.6% | Added |
| Jones Financial Companies LLLP | 1,293 | $258.7K | 0.00% | +2+0.2% | Added |
| Fidelis Capital Partners, LLC | 1,300 | $260.1K | 0.09% | +1,300 | New |
| TRUE Private Wealth Advisors | 1,301 | $260.3K | 0.04% | +268+25.9% | Added |
| Accurate Wealth Management, LLC | 1,370 | $261.3K | 0.08% | +192+16.3% | Added |
| Dorsey & Whitney Trust CO LLC | 1,312 | $262.5K | 0.02% | +1,312 | New |
| Fisher Asset Management, LLC | 1,316 | $263.5K | 0.00% | −184−12.3% | Reduced |
| Beaumont Financial Advisors, LLC | 1,317 | $263.5K | 0.03% | −3−0.2% | Reduced |
| Kornitzer Capital Management Inc | 1,321 | $264.3K | 0.01% | 00.0% | Unchanged |
| Girard Partners Ltd. | 1,322 | $264.5K | 0.03% | −74−5.3% | Reduced |
| Parnassus Investments | 1,328 | $265.7K | 0.00% | +52+4.1% | Added |
| Farther Finance Advisors, LLC | 1,329 | $265.9K | 0.04% | +1,262+1,883.6% | Added |
| Mogy Joel R Investment Counsel Inc | 1,333 | $266.7K | 0.02% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 1,348 | $269.7K | 0.03% | −548−28.9% | Reduced |
| TD Private Client Wealth LLC | 1,349 | $269.9K | 0.01% | +10+0.7% | Added |
| Triumph Capital Management | 1,350 | $270.2K | 0.12% | +1,350 | New |
| BSW Wealth Partners | 1,357 | $271.4K | 0.06% | +39+3.0% | Added |
| Connors Investor Services Inc | 1,370 | $274.0K | 0.03% | −100−6.8% | Reduced |
| Good Life Advisors, LLC | 1,372 | $274.6K | 0.03% | +375+37.6% | Added |
| WealthTrust Axiom LLC | 1,375 | $275.1K | 0.10% | −1,386−50.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,375 | $275.1K | 0.12% | 00.0% | Unchanged |
| Madden Securities Corp | 1,376 | $275.3K | 0.16% | 00.0% | Unchanged |
| HRT Financial LP | 1,381 | $276.0K | 0.00% | −79,131−98.3% | Reduced |
| Vaughan David Investments LLC | 1,389 | $278.0K | 0.01% | +19+1.4% | Added |
| Stokes Family Office, LLC | 1,398 | $279.7K | 0.03% | −507−26.6% | Reduced |
| Baldwin Investment Management, LLC | 1,401 | $280.3K | 0.05% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,402 | $280.5K | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 1,409 | $281.9K | 0.01% | +1,409 | New |
| Bogart Wealth, LLC | 1,431 | $286.3K | 0.02% | +5+0.4% | Added |
| Argus Investors' Counsel, Inc. | 1,443 | $288.7K | 0.21% | −22−1.5% | Reduced |
| Cypress Asset Management Inc | 1,450 | $290.1K | 0.10% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,455 | $291.1K | 0.01% | −305−17.3% | Reduced |
| Equitable Trust Co | 1,456 | $291.3K | 0.02% | +156+12.0% | Added |
| Arkadios Wealth Advisors | 1,458 | $291.6K | 0.03% | +226+18.3% | Added |
| Commonwealth Financial Services, LLC | 1,463 | $292.7K | 0.09% | +1,463 | New |
| Banque Pictet & Cie SA | 1,466 | $293.3K | 0.00% | −2,583−63.8% | Reduced |
| Colonial River Wealth Management, LLC | 1,471 | $294.3K | 0.19% | −31−2.1% | Reduced |
| Adviser Investments LLC | 1,475 | $295.1K | 0.01% | +95+6.9% | Added |
| Berkshire Bank | 1,476 | $295.3K | 0.09% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1,481 | $296.4K | 0.11% | −1,045−41.4% | Reduced |
| NEOS Investment Management LLC | 1,491 | $298.3K | 0.04% | +1,491 | New |
| Papp L Roy & Associates | 1,495 | $299.1K | 0.04% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 1,500 | $300.1K | 0.14% | −100−6.3% | Reduced |
| O'Brien Greene & Co. Inc | 1,500 | $300.1K | 0.11% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,500 | $300.1K | 0.05% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,501 | $300.3K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,504 | $301.1K | 0.02% | +269+21.8% | Added |
| Beaton Management Co. Inc. | 1,509 | $302.0K | 0.20% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,510 | $302.1K | 0.03% | 00.0% | Unchanged |
| Navellier & Associates Inc | 1,510 | $302.2K | 0.05% | +20+1.3% | Added |
| MEMBERS Trust Co | 1,499 | $302.6K | 0.01% | −100−6.3% | Reduced |
| BCJ Capital Management, LLC | 1,514 | $302.9K | 0.03% | +57+3.9% | Added |
| Wesbanco Bank Inc | 1,514 | $302.9K | 0.01% | +100+7.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 1,525 | $305.1K | 0.23% | −575−27.4% | Reduced |
| Evercore Wealth Management, LLC | 1,527 | $305.5K | 0.01% | −28−1.8% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,527 | $305.6K | 0.15% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,528 | $305.7K | 0.02% | +1,528 | New |
| Edge Capital Group, LLC | 1,531 | $306.3K | 0.02% | −9,000−85.5% | Reduced |
| SignalPoint Asset Management, LLC | 1,533 | $306.7K | 0.10% | +86+5.9% | Added |
| Pinnacle West Asset Management, Inc. | 1,535 | $307.0K | 0.30% | +100+7.0% | Added |
| Ambassador Advisors, LLC | 1,582 | $308.0K | 0.08% | +52+3.4% | Added |
| Cypress Capital Group | 1,553 | $310.7K | 0.04% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,552 | $311.0K | 0.03% | −21−1.3% | Reduced |
| First National Bank & Trust Co of Newtown | 1,557 | $311.5K | 0.07% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,558 | $311.7K | 0.03% | −6,286−80.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,563 | $312.7K | 0.09% | +9+0.6% | Added |
| Cigna Investments Inc | 1,564 | $313.0K | 0.07% | −210−11.8% | Reduced |
| KLCM Advisors, Inc. | 1,567 | $313.5K | 0.06% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,573 | $314.7K | 0.05% | −60−3.7% | Reduced |
| Coldstream Capital Management Inc | 1,575 | $315.2K | 0.01% | −380−19.4% | Reduced |
| Trust Co of Virginia | 1,579 | $315.9K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,586 | $317.3K | 0.01% | −372−19.0% | Reduced |
| Main Street Financial Solutions, LLC | 1,590 | $318.2K | 0.05% | +103+6.9% | Added |
| Astoria Portfolio Advisors LLC. | 1,688 | $319.2K | 0.15% | +205+13.8% | Added |
| Northstar Group, Inc. | 1,602 | $320.5K | 0.08% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,604 | $320.9K | 0.02% | +49+3.2% | Added |
| International Assets Investment Management, LLC | 1,590 | $322.0K | 0.04% | +105+7.1% | Added |
| Wade G W & Inc | 1,613 | $323.0K | 0.01% | +564+53.8% | Added |
| First Foundation Advisors | 1,629 | $325.9K | 0.02% | +1,629 | New |
| Douglas Lane & Associates, LLC | 1,634 | $326.9K | 0.01% | +14+0.9% | Added |
| Atlas Private Wealth Advisors | 1,640 | $328.0K | 0.06% | +10+0.6% | Added |
| Renasant Bank | 1,640 | $328.1K | 0.28% | +300+22.4% | Added |
| Tradewinds, LLC. | 1,655 | $331.1K | 0.19% | +1,655 | New |
| Cannon Financial Strategists, Inc. | 1,660 | $332.1K | 0.08% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,663 | $332.7K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 1,665 | $333.2K | 0.24% | +756+83.2% | Added |
| Headinvest, LLC | 1,675 | $333.3K | 0.07% | −1,550−48.1% | Reduced |
| Ironsides Asset Advisors, LLC | 1,670 | $334.1K | 0.15% | +440+35.8% | Added |
| SeaCrest Wealth Management, LLC | 1,672 | $334.6K | 0.04% | +13+0.8% | Added |