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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 7,894 | $1.58M | 0.01% | +7,894 | New |
| Atlantic Trust, LLC | 7,971 | $1.59M | 0.52% | −5,412−40.4% | Reduced |
| Tower Bridge Advisors | 8,000 | $1.60M | 0.15% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 8,000 | $1.60M | 0.34% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 8,067 | $1.61M | 0.90% | +5,661+235.3% | Added |
| Roundview Capital LLC | 8,083 | $1.62M | 0.16% | +514+6.8% | Added |
| Westpac Banking Corp | 8,094 | $1.62M | 0.12% | +6,915+586.5% | Added |
| Asset Advisors Investment Management, LLC | 8,100 | $1.62M | 0.22% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 8,108 | $1.62M | 0.10% | +5,273+186.0% | Added |
| Absher Wealth Management, LLC | 8,139 | $1.63M | 0.27% | +8,139 | New |
| Peachtree Investment Partners, LLC | 8,255 | $1.65M | 0.84% | −2,963−26.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,265 | $1.65M | 0.83% | −250−2.9% | Reduced |
| Aigen Investment Management, LP | 8,281 | $1.66M | 0.31% | +8,281 | New |
| Fairfield Financial Advisors, LTD | 8,387 | $1.68M | 0.71% | +994+13.4% | Added |
| Settian Capital LP | 8,400 | $1.68M | 1.43% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 8,318 | $1.68M | 0.03% | −19,669−70.3% | Reduced |
| Modera Wealth Management, LLC | 8,433 | $1.69M | 0.03% | +598+7.6% | Added |
| Hamel Associates, Inc. | 8,455 | $1.69M | 0.62% | +2,180+34.7% | Added |
| Magnetar Financial LLC | 8,462 | $1.69M | 0.04% | +172+2.1% | Added |
| Hutner Capital Management Inc | 8,496 | $1.70M | 1.04% | +179+2.2% | Added |
| Stonebridge Capital Advisors LLC | 8,529 | $1.71M | 0.19% | +661+8.4% | Added |
| Castle Rock Wealth Management, LLC | 8,860 | $1.71M | 0.57% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 8,550 | $1.71M | 0.31% | +8,550 | New |
| Stock Yards Bank & Trust Co | 8,574 | $1.72M | 0.07% | −210−2.4% | Reduced |
| Kingsview Wealth Management, LLC | 8,596 | $1.72M | 0.06% | +1,135+15.2% | Added |
| First Republic Investment Management, Inc. | 8,598 | $1.72M | 0.00% | +8,598 | New |
| LCNB Corp | 8,618 | $1.72M | 0.76% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,634 | $1.73M | 0.29% | +4,203+94.9% | Added |
| Savant Capital, LLC | 8,644 | $1.73M | 0.03% | +37+0.4% | Added |
| Westhampton Capital, LLC | 8,657 | $1.73M | 1.12% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 8,673 | $1.74M | 1.28% | +2,765+46.8% | Added |
| Keebeck Wealth Management, LLC | 8,732 | $1.75M | 0.30% | +8,732 | New |
| Shelton Capital Management | 8,741 | $1.75M | 0.06% | 00.0% | Unchanged |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,750 | $1.75M | 1.48% | −50−0.6% | Reduced |
| Ostrum Asset Management | 8,858 | $1.77M | 0.16% | −61−0.7% | Reduced |
| Wescott Financial Advisory Group, LLC | 8,870 | $1.77M | 0.32% | 00.0% | Unchanged |
| Vident Advisory, LLC | 8,896 | $1.78M | 0.06% | +8,896 | New |
| Boothbay Fund Management, LLC | 8,903 | $1.78M | 0.06% | +2,767+45.1% | Added |
| AlphaStar Capital Management, LLC | 8,931 | $1.79M | 0.22% | −100−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 8,949 | $1.79M | 0.06% | +1,870+26.4% | Added |
| Wakefield Asset Management LLLP | 9,020 | $1.80M | 0.82% | −633−6.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 8,980 | $1.81M | 0.04% | +4,155+86.1% | Added |
| Cornerstone Advisors, LLC | 9,100 | $1.82M | 0.08% | −5,500−37.7% | Reduced |
| G&S Capital LLC | 9,102 | $1.82M | 0.93% | +1,969+27.6% | Added |
| Commerce Bank | 9,145 | $1.83M | 0.01% | −12,495−57.7% | Reduced |
| Atlantic Union Bankshares Corp | 9,187 | $1.84M | 0.19% | +317+3.6% | Added |
| Bridges Investment Management Inc | 9,226 | $1.85M | 0.07% | +4,413+91.7% | Added |
| Louisiana State Employees Retirement System | 9,300 | $1.86M | 0.04% | +200+2.2% | Added |
| SG Americas Securities, LLC | 9,307 | $1.86M | 0.02% | −1,080−10.4% | Reduced |
| Dean Investment Associates, LLC | 9,328 | $1.87M | 0.31% | +362+4.0% | Added |
| Siemens Fonds Invest GmbH | 9,379 | $1.88M | 0.19% | +1,814+24.0% | Added |
| Wolverine Trading, LLC | 9,519 | $1.90M | 0.02% | +9,519 | New |
| Mount Lucas Management LP | 9,562 | $1.91M | 0.73% | −103−1.1% | Reduced |
| Colonial Trust Co | 9,569 | $1.91M | 0.47% | +1,117+13.2% | Added |
| Oppenheimer Asset Management Inc. | 9,611 | $1.92M | 0.03% | +9,611 | New |
| Brinker Capital Investments, LLC | 9,621 | $1.93M | 0.02% | −2,851−22.9% | Reduced |
| Orion Portfolio Solutions, LLC | 9,621 | $1.93M | 0.02% | −2,851−22.9% | Reduced |
| CWM, LLC | 9,625 | $1.93M | 0.01% | +1,347+16.3% | Added |
| Howland Capital Management LLC | 9,723 | $1.95M | 0.11% | +1,200+14.1% | Added |
| Inscription Capital, LLC | 9,737 | $1.95M | 0.64% | +8,060+480.6% | Added |
| Advisors Asset Management, Inc. | 9,737 | $1.95M | 0.04% | +3,437+54.6% | Added |
| Smithfield Trust Co | 9,735 | $1.95M | 0.12% | −87−0.9% | Reduced |
| McRae Capital Management Inc | 9,789 | $1.96M | 0.58% | −249−2.5% | Reduced |
| iA Global Asset Management Inc. | 9,825 | $1.97M | 0.05% | +1,660+20.3% | Added |
| Leavell Investment Management, Inc. | 9,837 | $1.97M | 0.14% | −200−2.0% | Reduced |
| Moors & Cabot, Inc. | 9,854 | $1.97M | 0.13% | +1,229+14.2% | Added |
| ICW Investment Advisors LLC | 9,939 | $1.99M | 1.07% | +425+4.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,689 | $2.03M | 0.02% | +1,160+12.2% | Added |
| GTS Securities LLC | 10,156 | $2.03M | 0.04% | +8,763+629.1% | Added |
| Yacktman Asset Management LP | 10,200 | $2.04M | 0.02% | 00.0% | Unchanged |
| Hartford Investment Management Co | 10,209 | $2.04M | 0.08% | −111−1.1% | Reduced |
| AE Wealth Management LLC | 10,270 | $2.05M | 0.01% | +5,632+121.4% | Added |
| Greenleaf Trust | 10,307 | $2.06M | 0.02% | −1,393−11.9% | Reduced |
| EP Wealth Advisors, LLC | 10,319 | $2.06M | 0.03% | −13,217−56.2% | Reduced |
| Physicians Financial Services, Inc. | 10,323 | $2.06M | 0.84% | +276+2.7% | Added |
| Wallace Capital Management Inc. | 10,325 | $2.07M | 0.32% | −199−1.9% | Reduced |
| CenterBook Partners LP | 10,406 | $2.08M | 0.26% | +9,494+1,041.0% | Added |
| Caxton Associates LP | 10,450 | $2.09M | 0.29% | +4,164+66.2% | Added |
| Teza Capital Management LLC | 10,597 | $2.12M | 0.34% | +10,597 | New |
| Aquatic Capital Management LLC | 10,700 | $2.14M | 0.09% | −46,000−81.1% | Reduced |
| Securian Asset Management, Inc | 10,708 | $2.14M | 0.06% | −1,663−13.4% | Reduced |
| Metis Global Partners, LLC | 10,747 | $2.15M | 0.10% | +50+0.5% | Added |
| Northstar Advisory Group, LLC | 10,867 | $2.17M | 1.58% | −5,923−35.3% | Reduced |
| Summit Place Financial Advisors, LLC | 10,880 | $2.18M | 1.55% | +1,230+12.7% | Added |
| Cetera Advisors LLC | 10,992 | $2.20M | 0.03% | +5,436+97.8% | Added |
| Walleye Trading LLC | 10,996 | $2.20M | 0.05% | +7,341+200.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 11,000 | $2.20M | 0.03% | −5,200−32.1% | Reduced |
| Rafferty Asset Management, LLC | 11,170 | $2.23M | 0.01% | +1,358+13.8% | Added |
| TD Waterhouse Canada Inc. | 8,660 | $2.24M | 0.02% | +1,197+16.0% | Added |
| Legacy Wealth Management, LLC | 11,182 | $2.24M | 1.16% | +11,182 | New |
| CIBC World Markets Inc. | 11,184 | $2.24M | 0.01% | −14,873−57.1% | Reduced |
| Kestra Private Wealth Services, LLC | 11,206 | $2.24M | 0.07% | +4,285+61.9% | Added |
| InterOcean Capital Group, LLC | 11,216 | $2.24M | 0.07% | −453−3.9% | Reduced |
| Crossmark Global Holdings, Inc. | 11,578 | $2.25M | 0.05% | −1,178−9.2% | Reduced |
| Maryland State Retirement & Pension System | 11,249 | $2.25M | 0.05% | 00.0% | Unchanged |
| Macquarie Group Ltd | 11,348 | $2.27M | 0.00% | −29,366−72.1% | Reduced |
| Silvercrest Asset Management Group LLC | 11,354 | $2.27M | 0.02% | +219+2.0% | Added |
| Pathstone Family Office, LLC | 11,419 | $2.28M | 0.02% | +5,537+94.1% | Added |
| Keybank National Association | 11,436 | $2.29M | 0.01% | +15+0.1% | Added |
| Suncoast Equity Management | 11,578 | $2.32M | 0.35% | +1,310+12.8% | Added |