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, 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 |
|---|---|---|---|---|---|
| Cassia Capital Partners, LLC | 1,675 | $335.1K | 0.27% | +52+3.2% | Added |
| Channel Wealth LLC | 1,679 | $335.9K | 0.19% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,683 | $336.7K | 0.03% | +104+6.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,683 | $336.8K | 0.08% | +293+21.1% | Added |
| RFG Advisory, LLC | 1,684 | $336.8K | 0.02% | +228+15.7% | Added |
| J2 Capital Management Inc | 1,689 | $337.9K | 0.43% | +441+35.3% | Added |
| Wimmer Associates 1, LLC | 1,690 | $338.1K | 0.21% | −80−4.5% | Reduced |
| Hartford Financial Management Inc. | 1,693 | $338.7K | 0.09% | +5+0.3% | Added |
| Cambridge Trust Co | 1,705 | $341.1K | 0.02% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,712 | $342.5K | 0.06% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,722 | $344.4K | 0.02% | +2+0.1% | Added |
| Belpointe Asset Management LLC | 1,725 | $345.2K | 0.04% | +78+4.7% | Added |
| Altrius Capital Management Inc | 1,726 | $345.3K | 0.10% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 1,732 | $346.5K | 0.04% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,734 | $347.0K | 0.02% | −6,479−78.9% | Reduced |
| Ramirez Asset Management, Inc. | 1,739 | $347.9K | 0.07% | +1,739 | New |
| Ameritas Investment Partners, Inc. | 1,747 | $349.5K | 0.01% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 1,900 | $349.8K | 0.07% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,748 | $349.8K | 0.04% | −167−8.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,752 | $350.5K | 0.03% | +35+2.0% | Added |
| Monterey Private Wealth, Inc. | 1,758 | $351.7K | 0.18% | −34−1.9% | Reduced |
| Fundamentun, LLC | 1,762 | $352.6K | 0.05% | +1,762 | New |
| Profund Advisors LLC | 1,766 | $353.3K | 0.02% | −228−11.4% | Reduced |
| Koshinski Asset Management, Inc. | 1,767 | $353.6K | 0.04% | +200+12.8% | Added |
| Essex Savings Bank | 1,776 | $355.3K | 0.12% | +10+0.6% | Added |
| Crestone Asset Management LLC | 1,777 | $355.5K | 0.09% | +1,777 | New |
| Cary Street Partner Investment Advisory LLC | 1,790 | $358.1K | 0.02% | +140+8.5% | Added |
| Sanchez Wealth Management Group | 1,799 | $360.0K | 0.15% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,800 | $360.1K | 0.03% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 1,806 | $361.0K | 0.10% | +1,806 | New |
| Moody National Bank Trust Division | 1,807 | $361.5K | 0.02% | +235+14.9% | Added |
| Twin Capital Management Inc | 1,808 | $361.7K | 0.05% | −186−9.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,810 | $362.1K | 0.27% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,811 | $362.3K | 0.03% | −23−1.3% | Reduced |
| Resources Investment Advisors, LLC. | 1,820 | $364.1K | 0.01% | +46+2.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,840 | $368.1K | 0.15% | +1,840 | New |
| Front Row Advisors LLC | 1,850 | $370.1K | 0.17% | 00.0% | Unchanged |
| Sippican Capital Advisors | 1,850 | $370.1K | 0.34% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,850 | $370.1K | 0.14% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 1,850 | $370.1K | 0.01% | +970+110.2% | Added |
| Meeder Advisory Services, Inc. | 1,864 | $373.0K | 0.05% | −478−20.4% | Reduced |
| Lindbrook Capital, LLC | 1,868 | $373.7K | 0.04% | −116−5.8% | Reduced |
| FineMark National Bank & Trust | 1,869 | $373.9K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,869 | $373.9K | 0.06% | −1,325−41.5% | Reduced |
| Principle Wealth Partners LLC | 1,869 | $373.9K | 0.04% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 1,875 | $375.1K | 0.24% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,884 | $377.0K | 0.07% | −1,286−40.6% | Reduced |
| Grandfield & Dodd, LLC | 1,897 | $379.7K | 0.03% | 00.0% | Unchanged |
| Simmons Bank | 1,911 | $382.4K | 0.03% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,915 | $383.2K | 0.15% | +1,915 | New |
| Smith Anglin Financial, LLC | 1,916 | $383.3K | 0.05% | +11+0.6% | Added |
| Relyea Zuckerberg Hanson LLC | 1,922 | $384.6K | 0.09% | +65+3.5% | Added |
| Coastal Investment Advisors, Inc. | 1,549 | $386.9K | 0.09% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 1,950 | $390.2K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,950 | $390.2K | 0.19% | −51−2.5% | Reduced |
| Pavion Blue Capital, LLC | 1,952 | $390.6K | 0.24% | 00.0% | Unchanged |
| Apeiron RIA LLC | 1,952 | $390.6K | 0.13% | +274+16.3% | Added |
| Prime Capital Investment Advisors, LLC | 1,983 | $396.8K | 0.01% | +8+0.4% | Added |
| Lakeview Capital Partners, LLC | 1,987 | $397.6K | 0.08% | +1,987 | New |
| National Asset Management, Inc. | 1,988 | $397.8K | 0.01% | −1,220−38.0% | Reduced |
| Blue Edge Capital, LLC | 2,000 | $400.2K | 0.08% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,000 | $400.2K | 0.11% | 00.0% | Unchanged |
| Courier Capital LLC | 2,004 | $401.0K | 0.03% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 2,025 | $405.1K | 0.09% | −100−4.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,025 | $405.2K | 0.04% | −60−2.9% | Reduced |
| Horizon Investments, LLC | 2,026 | $405.4K | 0.01% | −80−3.8% | Reduced |
| Heritage Investment Group, Inc. | 2,029 | $406.0K | 0.11% | −53−2.5% | Reduced |
| River Wealth Advisors LLC | 2,030 | $406.2K | 0.07% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 2,034 | $406.9K | 0.25% | +3+0.1% | Added |
| Tompkins Financial Corp | 2,036 | $407.4K | 0.06% | 00.0% | Unchanged |
| Ignite Planners, LLC | 2,098 | $410.2K | 0.13% | +214+11.4% | Added |
| Heartland Bank & Trust Co | 2,052 | $410.6K | 0.32% | +32+1.6% | Added |
| We Are One Seven, LLC | 2,077 | $415.5K | 0.03% | −367−15.0% | Reduced |
| CWA Asset Management Group, LLC | 2,078 | $415.8K | 0.03% | −137−6.2% | Reduced |
| Mutual Advisors, LLC | 2,087 | $417.5K | 0.02% | −175−7.7% | Reduced |
| Pearl River Capital, LLC | 2,095 | $419.2K | 0.07% | +679+48.0% | Added |
| Daymark Wealth Partners, LLC | 2,098 | $419.8K | 0.03% | −130−5.8% | Reduced |
| Gallacher Capital Management LLC | 2,099 | $420.1K | 0.26% | +2,099 | New |
| E&G Advisors, LP | 2,100 | $420.2K | 0.15% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,101 | $420.4K | 0.02% | +1,391+195.9% | Added |
| Diversified Trust Co | 2,105 | $421.2K | 0.02% | −2,332−52.6% | Reduced |
| Horan Capital Advisors, LLC. | 2,124 | $425.0K | 0.17% | +1,124+112.4% | Added |
| Woodstock Corp | 2,140 | $428.2K | 0.05% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 2,143 | $428.8K | 0.04% | −433−16.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,144 | $429.0K | 0.07% | +226+11.8% | Added |
| Iowa State Bank | 2,145 | $429.2K | 0.11% | −92−4.1% | Reduced |
| Traphagen Investment Advisors LLC | 2,147 | $429.5K | 0.05% | +354+19.7% | Added |
| Inspirion Wealth Advisors, LLC | 2,152 | $430.6K | 0.08% | 00.0% | Unchanged |
| Forte Capital LLC | 2,156 | $431.4K | 0.07% | −5−0.2% | Reduced |
| Stanley-Laman Group, Ltd. | 2,158 | $431.8K | 0.07% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,159 | $432.0K | 0.05% | +863+66.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,160 | $432.2K | 0.02% | −7−0.3% | Reduced |
| SRB Corp | 2,162 | $432.6K | 0.03% | +2,162 | New |
| KG&L Capital Management,LLC | 2,165 | $433.2K | 0.21% | +2,165 | New |
| Sequoia Financial Advisors, LLC | 2,170 | $434.2K | 0.01% | −208−8.7% | Reduced |
| Balyasny Asset Management LLC | 2,176 | $435.4K | 0.00% | −321,240−99.3% | Reduced |
| Ledyard National Bank | 2,179 | $436.0K | 0.05% | +279+14.7% | Added |
| Duncker Streett & Co Inc | 2,192 | $438.6K | 0.10% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2,227 | $445.0K | 0.39% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,227 | $445.6K | 0.03% | +16+0.7% | Added |