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 29 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 |
| SeaCrest Wealth Management, LLC | 1,672 | $334.6K | 0.04% | +13+0.8% | Added |
| Ironsides Asset Advisors, LLC | 1,670 | $334.1K | 0.15% | +440+35.8% | Added |
| Headinvest, LLC | 1,675 | $333.3K | 0.07% | −1,550−48.1% | Reduced |
| Econ Financial Services Corp | 1,665 | $333.2K | 0.24% | +756+83.2% | Added |
| King Luther Capital Management Corp | 1,663 | $332.7K | 0.00% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,660 | $332.1K | 0.08% | 00.0% | Unchanged |
| Tradewinds, LLC. | 1,655 | $331.1K | 0.19% | +1,655 | New |
| Renasant Bank | 1,640 | $328.1K | 0.28% | +300+22.4% | Added |
| Atlas Private Wealth Advisors | 1,640 | $328.0K | 0.06% | +10+0.6% | Added |
| Douglas Lane & Associates, LLC | 1,634 | $326.9K | 0.01% | +14+0.9% | Added |
| First Foundation Advisors | 1,629 | $325.9K | 0.02% | +1,629 | New |
| Wade G W & Inc | 1,613 | $323.0K | 0.01% | +564+53.8% | Added |
| International Assets Investment Management, LLC | 1,590 | $322.0K | 0.04% | +105+7.1% | Added |
| Montag A & Associates Inc | 1,604 | $320.9K | 0.02% | +49+3.2% | Added |
| Northstar Group, Inc. | 1,602 | $320.5K | 0.08% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,688 | $319.2K | 0.15% | +205+13.8% | Added |
| Main Street Financial Solutions, LLC | 1,590 | $318.2K | 0.05% | +103+6.9% | Added |
| HB Wealth Management, LLC | 1,586 | $317.3K | 0.01% | −372−19.0% | Reduced |
| Trust Co of Virginia | 1,579 | $315.9K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,575 | $315.2K | 0.01% | −380−19.4% | Reduced |
| Avestar Capital, LLC | 1,573 | $314.7K | 0.05% | −60−3.7% | Reduced |
| KLCM Advisors, Inc. | 1,567 | $313.5K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,564 | $313.0K | 0.07% | −210−11.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,563 | $312.7K | 0.09% | +9+0.6% | Added |
| Nations Financial Group Inc, | 1,558 | $311.7K | 0.03% | −6,286−80.1% | Reduced |
| First National Bank & Trust Co of Newtown | 1,557 | $311.5K | 0.07% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,552 | $311.0K | 0.03% | −21−1.3% | Reduced |
| Cypress Capital Group | 1,553 | $310.7K | 0.04% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 1,582 | $308.0K | 0.08% | +52+3.4% | Added |
| Pinnacle West Asset Management, Inc. | 1,535 | $307.0K | 0.30% | +100+7.0% | Added |
| SignalPoint Asset Management, LLC | 1,533 | $306.7K | 0.10% | +86+5.9% | Added |
| Edge Capital Group, LLC | 1,531 | $306.3K | 0.02% | −9,000−85.5% | Reduced |
| Summit Financial, LLC | 1,528 | $305.7K | 0.02% | +1,528 | New |
| Strategic Family Wealth Counselors, L.L.C. | 1,527 | $305.6K | 0.15% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,527 | $305.5K | 0.01% | −28−1.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,525 | $305.1K | 0.23% | −575−27.4% | Reduced |
| BCJ Capital Management, LLC | 1,514 | $302.9K | 0.03% | +57+3.9% | Added |
| Wesbanco Bank Inc | 1,514 | $302.9K | 0.01% | +100+7.1% | Added |
| MEMBERS Trust Co | 1,499 | $302.6K | 0.01% | −100−6.3% | Reduced |
| Navellier & Associates Inc | 1,510 | $302.2K | 0.05% | +20+1.3% | Added |
| Kanawha Capital Management LLC | 1,510 | $302.1K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,509 | $302.0K | 0.20% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,504 | $301.1K | 0.02% | +269+21.8% | Added |
| Rossmore Private Capital | 1,501 | $300.3K | 0.05% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 1,500 | $300.1K | 0.14% | −100−6.3% | Reduced |
| O'Brien Greene & Co. Inc | 1,500 | $300.1K | 0.11% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,500 | $300.1K | 0.05% | 00.0% | Unchanged |
| Papp L Roy & Associates | 1,495 | $299.1K | 0.04% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 1,491 | $298.3K | 0.04% | +1,491 | New |
| Northcape Wealth Management, LLC | 1,481 | $296.4K | 0.11% | −1,045−41.4% | Reduced |
| Berkshire Bank | 1,476 | $295.3K | 0.09% | 00.0% | Unchanged |
| Adviser Investments LLC | 1,475 | $295.1K | 0.01% | +95+6.9% | Added |
| Colonial River Wealth Management, LLC | 1,471 | $294.3K | 0.19% | −31−2.1% | Reduced |
| Banque Pictet & Cie SA | 1,466 | $293.3K | 0.00% | −2,583−63.8% | Reduced |
| Commonwealth Financial Services, LLC | 1,463 | $292.7K | 0.09% | +1,463 | New |
| Arkadios Wealth Advisors | 1,458 | $291.6K | 0.03% | +226+18.3% | Added |
| Equitable Trust Co | 1,456 | $291.3K | 0.02% | +156+12.0% | Added |
| Perigon Wealth Management, LLC | 1,455 | $291.1K | 0.01% | −305−17.3% | Reduced |
| Cypress Asset Management Inc | 1,450 | $290.1K | 0.10% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 1,443 | $288.7K | 0.21% | −22−1.5% | Reduced |
| Bogart Wealth, LLC | 1,431 | $286.3K | 0.02% | +5+0.4% | Added |
| Credit Agricole S A | 1,409 | $281.9K | 0.01% | +1,409 | New |
| Petrus Trust Company, LTA | 1,402 | $280.5K | 0.03% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 1,401 | $280.3K | 0.05% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,398 | $279.7K | 0.03% | −507−26.6% | Reduced |
| Vaughan David Investments LLC | 1,389 | $278.0K | 0.01% | +19+1.4% | Added |
| HRT Financial LP | 1,381 | $276.0K | 0.00% | −79,131−98.3% | Reduced |
| Madden Securities Corp | 1,376 | $275.3K | 0.16% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,375 | $275.1K | 0.10% | −1,386−50.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,375 | $275.1K | 0.12% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 1,372 | $274.6K | 0.03% | +375+37.6% | Added |
| Connors Investor Services Inc | 1,370 | $274.0K | 0.03% | −100−6.8% | Reduced |
| BSW Wealth Partners | 1,357 | $271.4K | 0.06% | +39+3.0% | Added |
| Triumph Capital Management | 1,350 | $270.2K | 0.12% | +1,350 | New |
| TD Private Client Wealth LLC | 1,349 | $269.9K | 0.01% | +10+0.7% | Added |
| MainStreet Investment Advisors LLC | 1,348 | $269.7K | 0.03% | −548−28.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 1,333 | $266.7K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,329 | $265.9K | 0.04% | +1,262+1,883.6% | Added |
| Parnassus Investments | 1,328 | $265.7K | 0.00% | +52+4.1% | Added |
| Girard Partners Ltd. | 1,322 | $264.5K | 0.03% | −74−5.3% | Reduced |
| Kornitzer Capital Management Inc | 1,321 | $264.3K | 0.01% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,317 | $263.5K | 0.03% | −3−0.2% | Reduced |
| Fisher Asset Management, LLC | 1,316 | $263.5K | 0.00% | −184−12.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,312 | $262.5K | 0.02% | +1,312 | New |
| Accurate Wealth Management, LLC | 1,370 | $261.3K | 0.08% | +192+16.3% | Added |
| TRUE Private Wealth Advisors | 1,301 | $260.3K | 0.04% | +268+25.9% | Added |
| Fidelis Capital Partners, LLC | 1,300 | $260.1K | 0.09% | +1,300 | New |
| Jones Financial Companies LLLP | 1,293 | $258.7K | 0.00% | +2+0.2% | Added |
| Personal Cfo Solutions, LLC | 1,290 | $258.2K | 0.05% | +229+21.6% | Added |
| Advisor Resource Council | 1,282 | $256.5K | 0.17% | −638−33.2% | Reduced |
| Checchi Capital Advisers, LLC | 1,281 | $256.3K | 0.02% | −202−13.6% | Reduced |
| Great Lakes Retirement, Inc. | 1,268 | $253.7K | 0.05% | −24−1.9% | Reduced |
| BCGM Wealth Management, LLC | 1,267 | $253.6K | 0.12% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,260 | $252.1K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 1,258 | $251.7K | 0.02% | −52−4.0% | Reduced |
| Coastline Trust Co | 1,250 | $250.1K | 0.04% | 00.0% | Unchanged |
| Select Asset Management & Trust | 1,250 | $250.0K | 0.15% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,244 | $248.9K | 0.02% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 1,240 | $248.1K | 0.01% | 00.0% | Unchanged |