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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 3,366 | $673.4K | 0.05% | −127−3.6% | Reduced |
| Grandview Asset Management LLC | 3,371 | $674.0K | 0.39% | +3,371 | New |
| WBH Advisory Inc | 3,396 | $679.5K | 0.08% | −31−0.9% | Reduced |
| Axq Capital, LP | 3,400 | $680.3K | 0.24% | +3,400 | New |
| Systematic Alpha Investments, LLC | 3,401 | $680.5K | 0.03% | 00.0% | Unchanged |
| Ade, LLC | 3,420 | $684.3K | 0.52% | 00.0% | Unchanged |
| First American Trust, FSB | 3,433 | $686.9K | 0.10% | +673+24.4% | Added |
| Klingman & Associates, LLC | 3,474 | $695.1K | 0.06% | −12−0.3% | Reduced |
| Donoghue Forlines LLC | 3,478 | $695.9K | 0.25% | −1,173−25.2% | Reduced |
| Farmers Trust Co | 3,489 | $698.1K | 0.16% | 00.0% | Unchanged |
| First National Trust Co | 3,521 | $704.5K | 0.03% | −918−20.7% | Reduced |
| JT Stratford LLC | 3,548 | $709.9K | 0.18% | +3,548 | New |
| Cassaday & Co Wealth Management LLC | 3,548 | $709.9K | 0.03% | +79+2.3% | Added |
| Silverlake Wealth Management LLC | 3,561 | $712.4K | 0.40% | +1,718+93.2% | Added |
| Eudaimonia Partners, LLC | 3,565 | $713.3K | 0.17% | +172+5.1% | Added |
| Jackson Creek Investment Advisors LLC | 3,571 | $714.0K | 0.30% | −66−1.8% | Reduced |
| America First Investment Advisors, LLC | 3,575 | $715.3K | 0.20% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,606 | $721.4K | 0.09% | +77+2.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,610 | $722.2K | 0.02% | +43+1.2% | Added |
| Lincoln National Corp | 3,629 | $725.9K | 0.01% | +1,607+79.5% | Added |
| Stevens Capital Management LP | 3,630 | $726.0K | 0.21% | +3,630 | New |
| Tokio Marine Asset Management Co Ltd | 3,652 | $730.7K | 0.05% | +240+7.0% | Added |
| HM Payson & Co | 3,687 | $737.7K | 0.02% | +400+12.2% | Added |
| SPC Financial, Inc. | 3,705 | $741.3K | 0.08% | −25−0.7% | Reduced |
| West Family Investments, Inc. | 3,707 | $741.7K | 0.26% | +79+2.2% | Added |
| Glenview Trust Co | 3,757 | $751.7K | 0.02% | +1,064+39.5% | Added |
| Diligent Investors, LLC | 3,777 | $755.7K | 0.23% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3,777 | $755.7K | 0.01% | +3,777 | New |
| Northstar Asset Management LLC | 3,800 | $760.3K | 0.22% | 00.0% | Unchanged |
| Toews Corp | 3,800 | $760.3K | 0.46% | +3,800 | New |
| Qtron Investments LLC | 3,805 | $761.3K | 0.15% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 3,819 | $764.1K | 0.06% | −8,056−67.8% | Reduced |
| Jacobi Capital Management LLC | 3,820 | $764.3K | 0.09% | +374+10.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,850 | $770.3K | 0.08% | −200−4.9% | Reduced |
| Meitav Dash Investments Ltd | 3,860 | $779.1K | 0.01% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 3,894 | $779.1K | 0.02% | −52−1.3% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 3,905 | $781.3K | 0.36% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 3,923 | $784.9K | 0.53% | 00.0% | Unchanged |
| Bailard, Inc. | 3,928 | $785.9K | 0.03% | +3,928 | New |
| Garrison Point Advisors, LLC | 3,929 | $786.1K | 0.61% | −125−3.1% | Reduced |
| Gladstone Institutional Advisory LLC | 3,949 | $790.2K | 0.05% | −202−4.9% | Reduced |
| Marshall Financial Group LLC | 3,960 | $792.2K | 0.29% | +53+1.4% | Added |
| Gifford Fong Associates | 4,000 | $800.0K | 0.19% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4,000 | $800.3K | 0.19% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $800.3K | 0.20% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,003 | $800.8K | 0.02% | +18+0.5% | Added |
| Vinva Investment Management Ltd | 3,971 | $801.5K | 0.08% | −465−10.5% | Reduced |
| Formidable Asset Management, LLC | 4,007 | $801.7K | 0.18% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,013 | $802.9K | 0.02% | −1,744−30.3% | Reduced |
| Bleakley Financial Group, LLC | 4,050 | $810.4K | 0.03% | −986−19.6% | Reduced |
| Sawtooth Solutions, LLC | 4,050 | $810.4K | 0.03% | −966−19.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,066 | $813.5K | 0.01% | +3+0.1% | Added |
| Bartlett & Co. LLC | 4,066 | $814.0K | 0.01% | +3+0.1% | Added |
| Aptus Capital Advisors, LLC | 4,070 | $814.3K | 0.02% | −367−8.3% | Reduced |
| Fox Run Management, L.L.C. | 4,191 | $838.5K | 0.25% | +3,371+411.1% | Added |
| Field & Main Bank | 4,203 | $840.9K | 0.39% | +235+5.9% | Added |
| Mastrapasqua Asset Management Inc | 4,215 | $843.3K | 0.10% | −2,620−38.3% | Reduced |
| BLB&B Advisors, LLC | 4,220 | $844.3K | 0.06% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 4,224 | $845.1K | 0.17% | +4,224 | New |
| Pinnacle Financial Partners Inc | 4,229 | $846.1K | 0.02% | +72+1.7% | Added |
| Investment Advisory Services Inc | 4,247 | $849.7K | 0.37% | +72+1.7% | Added |
| Exchange Traded Concepts, LLC | 4,271 | $854.5K | 0.02% | −14,139−76.8% | Reduced |
| Harvey Investment Co LLC | 4,307 | $862.0K | 0.11% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 4,310 | $862.3K | 1.09% | −55−1.3% | Reduced |
| CX Institutional | 4,324 | $865.0K | 0.05% | −3,543−45.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 4,330 | $866.3K | 0.24% | +2,165+100.0% | Added |
| Bellecapital International Ltd. | 4,336 | $867.5K | 0.22% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 4,354 | $871.1K | 0.46% | −910−17.3% | Reduced |
| Key Financial Inc | 4,358 | $871.9K | 0.29% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 4,385 | $877.4K | 0.16% | +4,385 | New |
| Alps Advisors Inc | 4,398 | $880.0K | 0.01% | −3,188−42.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,412 | $882.7K | 0.07% | −85−1.9% | Reduced |
| Gratus Capital LLC | 4,478 | $896.0K | 0.06% | +93+2.1% | Added |
| Somerset Trust Co | 4,531 | $906.6K | 0.41% | +10.0% | Added |
| Tower View Investment Management & Research LLC | 4,536 | $908.0K | 0.64% | +231+5.4% | Added |
| Valeo Financial Advisors, LLC | 4,570 | $914.3K | 0.04% | +216+5.0% | Added |
| Transcend Wealth Collective, LLC | 4,623 | $925.0K | 0.09% | +567+14.0% | Added |
| Allegheny Financial Group LTD | 4,640 | $928.3K | 0.35% | +1,244+36.6% | Added |
| Gotham Asset Management, LLC | 4,663 | $933.0K | 0.02% | −21,376−82.1% | Reduced |
| Balentine LLC | 4,667 | $933.9K | 0.03% | −307−6.2% | Reduced |
| Texas Yale Capital Corp. | 4,700 | $940.4K | 0.04% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,702 | $940.8K | 0.02% | −160−3.3% | Reduced |
| Claro Advisors LLC | 4,712 | $942.9K | 0.24% | +1,409+42.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,731 | $946.6K | 0.03% | +85+1.8% | Added |
| Busey Wealth Management | 4,733 | $947.0K | 0.04% | +1,345+39.7% | Added |
| NBC Securities, Inc. | 4,738 | $948.0K | 0.10% | +4,738 | New |
| Impax Asset Management Group plc | 4,748 | $950.0K | 0.00% | −412−8.0% | Reduced |
| Graham Capital Management, L.P. | 4,783 | $957.0K | 0.03% | +4,783 | New |
| Tempus Wealth Planning, LLC | 4,793 | $959.0K | 0.48% | −56−1.2% | Reduced |
| Verdence Capital Advisors LLC | 4,796 | $959.5K | 0.10% | −3−0.1% | Reduced |
| Meyer Handelman Co | 4,800 | $960.4K | 0.04% | 00.0% | Unchanged |
| Haverford Trust Co | 4,836 | $967.6K | 0.01% | −735−13.2% | Reduced |
| Fulton Bank, N.A. | 4,887 | $977.8K | 0.05% | +97+2.0% | Added |
| Transamerica Financial Advisors, Inc. | 4,889 | $979.0K | 0.13% | −1,189−19.6% | Reduced |
| HMS Capital Management, LLC | 4,900 | $980.4K | 0.65% | −114−2.3% | Reduced |
| Herold Advisors, Inc. | 4,902 | $980.8K | 0.30% | +449+10.1% | Added |
| Ieq Capital, LLC | 4,913 | $982.9K | 0.02% | −1,288−20.8% | Reduced |
| Change Path, LLC | 4,922 | $985.0K | 0.07% | +2,224+82.4% | Added |
| Veriti Management LLC | 4,949 | $990.3K | 0.11% | −934−15.9% | Reduced |
| HWG Holdings LP | 4,954 | $991.2K | 0.55% | +2,169+77.9% | Added |