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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 4,957 | $991.8K | 0.03% | +113+2.3% | Added |
| NBT Bank N A | 4,964 | $993.2K | 0.10% | +3,869+353.3% | Added |
| First Manhattan Co | 4,990 | $998.6K | 0.00% | −2,975−37.4% | Reduced |
| Chilton Capital Management LLC | 5,045 | $1.01M | 0.06% | 00.0% | Unchanged |
| Ascent Group, LLC | 5,368 | $1.01M | 0.11% | −4,124−43.4% | Reduced |
| Woodmont Investment Counsel LLC | 5,073 | $1.02M | 0.11% | −25−0.5% | Reduced |
| Empirical Finance, LLC | 5,077 | $1.02M | 0.07% | +497+10.9% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $1.02M | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 5,167 | $1.03M | 0.11% | +1,282+33.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,177 | $1.04M | 0.01% | +848+19.6% | Added |
| DoubleLine ETF Adviser LP | 5,179 | $1.04M | 0.37% | +5,179 | New |
| Oxler Private Wealth LLC | 5,185 | $1.04M | 0.52% | +29+0.6% | Added |
| Aaron Wealth Advisors | 5,210 | $1.04M | 0.13% | +102+2.0% | Added |
| Hazlett, Burt & Watson, Inc. | 5,258 | $1.05M | 0.78% | +55+1.1% | Added |
| Blueshift Asset Management, LLC | 5,304 | $1.06M | 0.63% | +2,169+69.2% | Added |
| Whittier Trust Co of Nevada Inc | 5,328 | $1.07M | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 5,344 | $1.07M | 0.05% | +1,063+24.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,374 | $1.08M | 0.08% | +87+1.6% | Added |
| Fort Washington Investment Advisors Inc | 5,379 | $1.08M | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 5,386 | $1.08M | 0.04% | −757−12.3% | Reduced |
| Great Diamond Partners, LLC | 5,401 | $1.08M | 0.29% | −118−2.1% | Reduced |
| Summit Financial Group Inc | 5,450 | $1.09M | 0.46% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 5,467 | $1.09M | 0.35% | +1,794+48.8% | Added |
| Geneos Wealth Management Inc. | 5,478 | $1.10M | 0.06% | +73+1.4% | Added |
| Park Avenue Securities LLC | 5,494 | $1.10M | 0.02% | +5,494 | New |
| Umb Bank N A | 5,544 | $1.11M | 0.02% | −2,381−30.0% | Reduced |
| Aureus Asset Management, LLC | 5,575 | $1.12M | 0.09% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 5,586 | $1.12M | 0.83% | +20.0% | Added |
| Lipe & Dalton | 5,586 | $1.12M | 0.67% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.12M | 0.00% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,614 | $1.12M | 0.03% | −5,184−48.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,714 | $1.14M | 0.11% | +1,770+44.9% | Added |
| Great Valley Advisor Group, Inc. | 5,782 | $1.16M | 0.05% | −837−12.6% | Reduced |
| Lafayette Investments, Inc. | 5,827 | $1.17M | 0.32% | +39+0.7% | Added |
| Snowden Capital Advisors LLC | 5,828 | $1.17M | 0.05% | +164+2.9% | Added |
| Parallel Advisors, LLC | 5,830 | $1.17M | 0.04% | −970−14.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,835 | $1.17M | 0.03% | −37−0.6% | Reduced |
| Pensionfund Sabic | 5,900 | $1.18M | 0.41% | 00.0% | Unchanged |
| Oak Thistle LLC | 5,919 | $1.18M | 0.35% | −575−8.9% | Reduced |
| Philadelphia Trust Co | 5,954 | $1.19M | 0.12% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 5,960 | $1.19M | 1.09% | −200−3.2% | Reduced |
| Private Trust Co NA | 5,979 | $1.20M | 0.16% | −831−12.2% | Reduced |
| WSFS Capital Management, LLC | 5,984 | $1.20M | 0.08% | +1,643+37.8% | Added |
| R.H. Dinel Investment Counsel, Inc. | 6,025 | $1.21M | 0.87% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 6,031 | $1.21M | 0.18% | +134+2.3% | Added |
| Stratos Wealth Partners, LTD. | 6,038 | $1.21M | 0.03% | −513−7.8% | Reduced |
| Empire Financial Management Company, LLC | 6,150 | $1.23M | 0.54% | −649−9.5% | Reduced |
| Advisory Research Inc | 6,162 | $1.23M | 0.17% | +6,162 | New |
| Commonwealth Retirement Investments LLC | 6,178 | $1.24M | 0.71% | +6,178 | New |
| Metropolitan Life Insurance Co | 6,200 | $1.24M | 0.06% | −219−3.4% | Reduced |
| Wedbush Securities Inc | 6,201 | $1.24M | 0.06% | −221−3.4% | Reduced |
| Griffin Asset Management, Inc. | 6,205 | $1.24M | 0.18% | −70−1.1% | Reduced |
| Intrust Bank NA | 6,253 | $1.25M | 0.16% | −1,098−14.9% | Reduced |
| WESPAC Advisors, LLC | 6,279 | $1.26M | 0.94% | +65+1.0% | Added |
| Clearbridge Investments, LLC | 6,310 | $1.26M | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,316 | $1.26M | 0.02% | −1,811−22.3% | Reduced |
| RB Capital Management, LLC | 6,330 | $1.27M | 0.41% | +14+0.2% | Added |
| Banque Cantonale Vaudoise | 6,375 | $1.27M | 0.06% | −2,146−25.2% | Reduced |
| Avantax Advisory Services, Inc. | 6,401 | $1.28M | 0.01% | −13−0.2% | Reduced |
| Cabot Wealth Management Inc | 6,402 | $1.28M | 0.20% | +6,402 | New |
| Integrated Wealth Concepts LLC | 6,414 | $1.28M | 0.02% | −1,224−16.0% | Reduced |
| Ropes Wealth Advisors LLC | 6,426 | $1.29M | 0.25% | −17−0.3% | Reduced |
| Allen Investment Management LLC | 6,520 | $1.30M | 0.02% | 00.0% | Unchanged |
| Odey Asset Management LLP | 6,541 | $1.31M | 1.63% | +6,541 | New |
| Jag Capital Management, LLC | 6,638 | $1.33M | 0.16% | −164−2.4% | Reduced |
| QRG Capital Management, Inc. | 6,655 | $1.33M | 0.02% | +6,655 | New |
| Legato Capital Management LLC | 6,661 | $1.33M | 0.19% | +6,661 | New |
| PFG Advisors | 6,662 | $1.33M | 0.12% | −544−7.5% | Reduced |
| Wetherby Asset Management Inc | 6,665 | $1.33M | 0.08% | −2,039−23.4% | Reduced |
| World Equity Group, Inc. | 6,662 | $1.33M | 0.28% | +4,428+198.2% | Added |
| Smith, Moore & Co. | 6,718 | $1.34M | 0.18% | +304+4.7% | Added |
| Capstone Investment Advisors, LLC | 6,723 | $1.35M | 0.04% | +6,723 | New |
| Financial Counselors Inc | 6,826 | $1.37M | 0.03% | −41−0.6% | Reduced |
| London Co of Virginia | 6,833 | $1.37M | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 6,900 | $1.38M | 0.14% | +8+0.1% | Added |
| Strategic Advocates LLC | 6,929 | $1.39M | 0.65% | +6,929 | New |
| Hilltop Holdings Inc. | 6,938 | $1.39M | 0.17% | −43−0.6% | Reduced |
| Gouws Capital LLC | 6,980 | $1.40M | 1.18% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 7,003 | $1.40M | 0.06% | −670−8.7% | Reduced |
| SNS Financial Group, LLC | 7,015 | $1.40M | 0.19% | +130+1.9% | Added |
| Stephens Inc | 7,042 | $1.41M | 0.03% | +591+9.2% | Added |
| Cim, LLC | 7,079 | $1.42M | 0.27% | +506+7.7% | Added |
| Paloma Partners Management Co | 7,098 | $1.42M | 0.29% | −5,503−43.7% | Reduced |
| Huntington National Bank | 7,110 | $1.42M | 0.01% | +398+5.9% | Added |
| Burns J W & Co Inc | 7,142 | $1.43M | 0.23% | −390−5.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,180 | $1.44M | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 7,228 | $1.45M | 0.07% | +7,228 | New |
| Azimuth Capital Investment Management LLC | 7,256 | $1.45M | 0.07% | +231+3.3% | Added |
| RKL Wealth Management LLC | 7,294 | $1.46M | 0.18% | +26+0.4% | Added |
| Scotia Capital Inc. | 7,348 | $1.47M | 0.01% | +364+5.2% | Added |
| NFJ Investment Group, LLC | 7,418 | $1.48M | 0.04% | +7,418 | New |
| Verition Fund Management LLC | 7,441 | $1.49M | 0.02% | +5,831+362.2% | Added |
| Wealthquest Corp | 7,464 | $1.49M | 0.18% | −1,036−12.2% | Reduced |
| GQG Partners LLC | 7,601 | $1.52M | 0.00% | −652,049−98.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,662 | $1.53M | 0.02% | +1,669+27.8% | Added |
| New Mexico Educational Retirement Board | 7,678 | $1.54M | 0.07% | +500+7.0% | Added |
| Hudson Canyon Capital Management | 7,700 | $1.54M | 1.26% | +7,700 | New |
| B&D White Capital Company, LLC | 7,800 | $1.56M | 0.58% | +7,800 | New |
| Csenge Advisory Group | 7,824 | $1.57M | 0.11% | +481+6.6% | Added |
| Buckingham Strategic Wealth, LLC | 7,862 | $1.57M | 0.02% | +313+4.1% | Added |