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 |
|---|---|---|---|---|---|
| Virtus Investment Advisers, Inc. | 2,230 | $446.2K | 0.30% | −260−10.4% | Reduced |
| Associated Banc-Corp | 2,238 | $447.8K | 0.02% | −172−7.1% | Reduced |
| 9258 Wealth Management, LLC | 2,240 | $448.2K | 0.09% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,249 | $449.9K | 0.01% | −81−3.5% | Reduced |
| Lifeworks Advisors, LLC | 2,266 | $453.4K | 0.18% | +628+38.3% | Added |
| Gyroscope Capital Management Group, LLC | 2,277 | $455.6K | 0.10% | +104+4.8% | Added |
| Northeast Investment Management | 2,291 | $458.4K | 0.03% | 00.0% | Unchanged |
| Cooper Financial Group | 2,300 | $460.2K | 0.11% | +230+11.1% | Added |
| Schear Investment Advisers, LLC | 2,303 | $460.8K | 0.50% | −238−9.4% | Reduced |
| Dakota Wealth Management | 2,329 | $466.0K | 0.02% | −585−20.1% | Reduced |
| Congress Wealth Management LLC | 2,349 | $470.0K | 0.01% | −138−5.5% | Reduced |
| LifeGuide Financial Advisors, LLC | 2,351 | $470.4K | 0.27% | +31+1.3% | Added |
| Symmetry Partners, LLC | 2,354 | $471.0K | 0.03% | −1,352−36.5% | Reduced |
| Synovus Financial Corp | 2,377 | $475.9K | 0.01% | −408−14.6% | Reduced |
| IHT Wealth Management, LLC | 2,398 | $479.7K | 0.02% | −9−0.4% | Reduced |
| Advisors Management Group Inc | 2,400 | $480.0K | 0.14% | 00.0% | Unchanged |
| Pecaut & Co. | 2,400 | $480.2K | 0.20% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,421 | $484.4K | 0.04% | −1,138−32.0% | Reduced |
| Strategy Asset Managers LLC | 2,428 | $485.8K | 0.13% | −933−27.8% | Reduced |
| Armstrong Henry H Associates Inc | 2,430 | $486.2K | 0.06% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,455 | $491.2K | 0.04% | −356−12.7% | Reduced |
| Schulhoff & Co Inc | 2,456 | $491.4K | 0.25% | −25−1.0% | Reduced |
| Lido Advisors, LLC | 2,457 | $491.6K | 0.01% | +107+4.6% | Added |
| Allworth Financial LP | 2,472 | $494.7K | 0.00% | +371+17.7% | Added |
| Coho Partners, Ltd. | 2,490 | $498.2K | 0.01% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,508 | $501.8K | 0.05% | +900+56.0% | Added |
| Eqis Capital Management, Inc. | 2,514 | $503.1K | 0.06% | +686+37.5% | Added |
| Comerica Securities,inc. | 2,523 | $504.9K | 0.04% | 00.0% | Unchanged |
| SL Advisors, LLC | 2,532 | $506.6K | 1.11% | −26−1.0% | Reduced |
| Columbia Asset Management | 2,535 | $507.0K | 0.11% | 00.0% | Unchanged |
| Barr E S & Co | 2,536 | $507.4K | 0.04% | +750+42.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,575 | $515.2K | 0.15% | +1,179+84.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,580 | $516.2K | 0.04% | 00.0% | Unchanged |
| Dillon & Associates Inc | 2,585 | $517.0K | 0.10% | +1,093+73.3% | Added |
| Parthenon LLC | 2,600 | $520.2K | 0.08% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,620 | $524.2K | 0.03% | +502+23.7% | Added |
| Atwater Malick LLC | 2,632 | $526.6K | 0.23% | −125−4.5% | Reduced |
| Level Four Advisory Services, LLC | 2,638 | $527.8K | 0.03% | −528−16.7% | Reduced |
| Hunter Associates Investment Management LLC | 2,639 | $528.0K | 0.11% | −10−0.4% | Reduced |
| Cipher Capital LP | 2,674 | $535.0K | 0.38% | −14,723−84.6% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 2,698 | $539.8K | 0.70% | −202−7.0% | Reduced |
| Somerville Kurt F | 2,700 | $540.2K | 0.11% | −300−10.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,701 | $540.4K | 0.09% | 00.0% | Unchanged |
| Hudock, Inc. | 2,723 | $545.0K | 0.13% | +106+4.1% | Added |
| Soltis Investment Advisors LLC | 2,746 | $549.4K | 0.07% | +2,746 | New |
| Trust Co of Vermont | 2,762 | $552.6K | 0.04% | −50−1.8% | Reduced |
| Argent Trust Co | 2,765 | $553.2K | 0.03% | +110+4.1% | Added |
| Northwest & Ethical Investments L.P. | 2,782 | $556.6K | 0.02% | +529+23.5% | Added |
| Concorde Financial Corp | 2,790 | $558.2K | 0.95% | −8,042−74.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,816 | $563.4K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 2,854 | $571.1K | 0.01% | +786+38.0% | Added |
| Advisors Preferred, LLC | 2,882 | $573.5K | 0.19% | +944+48.7% | Added |
| Bulltick Wealth Management, LLC | 2,873 | $574.8K | 0.14% | +2,873 | New |
| Hardman Johnston Global Advisors LLC | 2,900 | $580.2K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 2,905 | $581.2K | 0.35% | +233+8.7% | Added |
| Weatherly Asset Management L. P. | 2,905 | $581.2K | 0.07% | 00.0% | Unchanged |
| Insight Advisors, LLC | 2,922 | $584.5K | 0.13% | −157−5.1% | Reduced |
| Boston Private Wealth LLC | 2,944 | $589.1K | 0.01% | −415−12.4% | Reduced |
| M&R Capital Management Inc | 2,952 | $590.7K | 0.16% | +2+0.1% | Added |
| Foster Group, Inc. | 2,953 | $590.8K | 0.04% | +349+13.4% | Added |
| Prio Wealth Limited Partnership | 2,970 | $594.2K | 0.02% | +270+10.0% | Added |
| Caldwell Trust Co | 2,985 | $597.2K | 0.08% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,990 | $598.0K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,995 | $599.2K | 0.03% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,997 | $599.7K | 0.16% | +105+3.6% | Added |
| Alberta Investment Management Corp | 3,000 | $600.2K | 0.01% | −428−12.5% | Reduced |
| First National Advisers, LLC | 3,000 | $600.2K | 0.27% | 00.0% | Unchanged |
| First Hawaiian Bank | 3,001 | $600.4K | 0.02% | +824+37.9% | Added |
| Centiva Capital, LP | 3,024 | $605.0K | 0.03% | +2,044+208.6% | Added |
| Virtus ETF Advisers LLC | 3,028 | $605.8K | 0.37% | +60+2.0% | Added |
| Signaturefd, LLC | 3,028 | $605.9K | 0.02% | −14−0.5% | Reduced |
| Univest Financial Corp | 3,032 | $606.6K | 0.20% | +5+0.2% | Added |
| Pinnacle Associates Ltd | 3,034 | $607.0K | 0.01% | −510−14.4% | Reduced |
| Zions Bancorporation, N.A. | 3,047 | $609.6K | 0.05% | +231+8.2% | Added |
| Proequities, Inc. | 3,061 | $612.4K | 0.05% | +365+13.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,065 | $613.2K | 0.01% | −10,675−77.7% | Reduced |
| Oakworth Capital, Inc. | 3,076 | $615.4K | 0.06% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,082 | $617.0K | 0.00% | −1,080−25.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,120 | $624.3K | 0.03% | +10.0% | Added |
| Ingalls & Snyder LLC | 3,160 | $632.0K | 0.03% | −1,000−24.0% | Reduced |
| Old National Bancorp | 3,168 | $633.9K | 0.02% | −315−9.0% | Reduced |
| Everence Capital Management Inc | 3,180 | $636.0K | 0.05% | −2,290−41.9% | Reduced |
| Valley Brook Capital Group | 3,196 | $639.4K | 0.63% | +10.0% | Added |
| Sigma Planning Corp | 3,211 | $642.5K | 0.02% | −422−11.6% | Reduced |
| Keeler Thomas Management LLC | 3,217 | $643.7K | 0.24% | −1,236−27.8% | Reduced |
| Unigestion Holding SA | 3,193 | $644.5K | 0.04% | +324+11.3% | Added |
| Zimmermann Investment Management & Planning LLC | 3,229 | $646.1K | 0.31% | −396−10.9% | Reduced |
| Independent Wealth Network Inc. | 3,232 | $646.8K | 0.40% | −835−20.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,234 | $647.1K | 0.02% | −10−0.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,250 | $650.3K | 0.18% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 3,250 | $650.3K | 0.23% | +125+4.0% | Added |
| RMB Capital Management, LLC | 3,258 | $651.9K | 0.02% | +2,024+164.0% | Added |
| Raymond James Trust N.A. | 3,277 | $655.7K | 0.02% | −73−2.2% | Reduced |
| Ami Asset Management Corp | 3,304 | $661.1K | 0.04% | −13−0.4% | Reduced |
| Tarbox Family Office, Inc. | 3,309 | $662.2K | 0.14% | −36−1.1% | Reduced |
| HBK Sorce Advisory LLC | 3,321 | $664.4K | 0.03% | −486−12.8% | Reduced |
| Cypress Capital Management LLC (WY) | 3,325 | $665.3K | 0.78% | −21−0.6% | Reduced |
| KFG Wealth Management, LLC | 3,340 | $668.3K | 0.36% | +1,049+45.8% | Added |
| Morningstar Investment Management LLC | 3,348 | $670.0K | 0.09% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,359 | $673.1K | 0.07% | +393+13.3% | Added |