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 |
|---|---|---|---|---|---|
| Vertex Planning Partners, LLC | 1,239 | $248.0K | 0.09% | +4+0.3% | Added |
| Kapitalo Investimentos Ltda | 1,238 | $247.7K | 0.03% | +80+6.9% | Added |
| Alpha Omega Wealth Management LLC | 1,235 | $247.1K | 0.04% | −25−2.0% | Reduced |
| Conning Inc. | 1,229 | $245.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,220 | $244.1K | 0.03% | −458−27.3% | Reduced |
| NovaPoint Capital, LLC | 1,220 | $244.1K | 0.10% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,220 | $244.0K | 0.06% | −20−1.6% | Reduced |
| Mather Group, LLC. | 1,212 | $242.5K | 0.00% | −116−8.7% | Reduced |
| Waterloo Capital, L.P. | 1,207 | $241.5K | 0.07% | −1−0.1% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,200 | $240.1K | 0.17% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 1,190 | $238.1K | 0.11% | +7+0.6% | Added |
| Ritholtz Wealth Management | 1,188 | $237.8K | 0.01% | −12,460−91.3% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,183 | $237.0K | 0.03% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 1,180 | $236.1K | 0.15% | +183+18.4% | Added |
| Algert Global LLC | 1,177 | $235.5K | 0.01% | +1,177 | New |
| Meritage Group LP | 1,176 | $235.0K | 0.01% | +1,176 | New |
| Choate Investment Advisors | 1,173 | $234.7K | 0.01% | +110+10.3% | Added |
| Hills Bank & Trust Co | 1,170 | $234.1K | 0.03% | −107−8.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,170 | $234.1K | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 1,161 | $232.3K | 0.00% | +198+20.6% | Added |
| Rehmann Capital Advisory Group | 1,156 | $231.4K | 0.02% | −12−1.0% | Reduced |
| Moneta Group Investment Advisors LLC | 1,154 | $231.0K | 0.01% | −42−3.5% | Reduced |
| Kinneret Advisory, LLC | 1,149 | $229.9K | 0.03% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,148 | $229.7K | 0.06% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,147 | $229.5K | 0.12% | −50−4.2% | Reduced |
| True North Advisors, LLC | 1,143 | $228.6K | 0.07% | 00.0% | Unchanged |
| First Citizens Financial Corp | 1,142 | $228.5K | 0.16% | −37−3.1% | Reduced |
| Clarius Group, LLC | 1,135 | $227.1K | 0.02% | −454−28.6% | Reduced |
| IFP Advisors, Inc | 1,126 | $225.4K | 0.01% | +81+7.8% | Added |
| Farmers National Bank | 1,125 | $225.1K | 0.08% | +3+0.3% | Added |
| Hallmark Capital Management Inc | 1,124 | $224.9K | 0.02% | +74+7.0% | Added |
| Connecticut Wealth Management, LLC | 1,117 | $223.5K | 0.02% | −287−20.4% | Reduced |
| Taylor Hoffman Wealth Management | 1,111 | $222.3K | 0.11% | 00.0% | Unchanged |
| Rothschild Investment Corp | 1,110 | $222.0K | 0.02% | +108+10.8% | Added |
| Pittenger & Anderson Inc | 1,108 | $221.7K | 0.01% | +530+91.7% | Added |
| Gitterman Wealth Management, LLC | 1,107 | $221.6K | 0.11% | +1,107 | New |
| Westshore Wealth, LLC | 1,100 | $220.1K | 0.12% | −900−45.0% | Reduced |
| First City Capital Management, Inc. | 1,100 | $220.1K | 0.14% | 00.0% | Unchanged |
| Towercrest Capital Management | 1,100 | $220.1K | 0.04% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,100 | $220.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,095 | $219.1K | 0.01% | 00.0% | Unchanged |
| W Advisors, LLC | 1,093 | $218.7K | 0.18% | −3−0.3% | Reduced |
| CWS Financial Advisors, LLC | 1,091 | $218.3K | 0.09% | −243−18.2% | Reduced |
| CAPROCK Group, Inc. | 1,089 | $217.9K | 0.02% | −112−9.3% | Reduced |
| Brevan Howard Capital Management LP | 1,088 | $217.7K | 0.06% | +1,088 | New |
| Clean Yield Group | 1,133 | $217.3K | 0.10% | −33−2.8% | Reduced |
| Running Point Capital Advisors, LLC | 1,085 | $217.1K | 0.13% | −35−3.1% | Reduced |
| Capital Financial Planning, LLC | 1,081 | $216.3K | 0.09% | +1+0.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,080 | $216.1K | 0.05% | +14+1.3% | Added |
| M. Kulyk & Associates, LLC | 1,080 | $216.1K | 0.06% | −28−2.5% | Reduced |
| Archer Investment Corp | 1,077 | $215.5K | 0.08% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 1,075 | $215.1K | 0.03% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,073 | $214.8K | 0.07% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,072 | $214.5K | 0.01% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 1,065 | $213.1K | 0.00% | −103−8.8% | Reduced |
| Bridge Creek Capital Management LLC | 1,060 | $212.1K | 0.08% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,060 | $212.1K | 0.02% | −306−22.4% | Reduced |
| Chicago Partners Investment Group LLC | 1,119 | $211.7K | 0.01% | −170−13.2% | Reduced |
| Capital Advisors Inc | 1,057 | $211.5K | 0.01% | −28−2.6% | Reduced |
| Gsa Capital Partners LLP | 1,053 | $211.0K | 0.02% | +1,053 | New |
| NTV Asset Management LLC | 1,053 | $210.7K | 0.04% | +1+0.1% | Added |
| Monograph Wealth Advisors, LLC | 1,050 | $210.1K | 0.04% | +1,050 | New |
| Washington Trust Bank | 1,041 | $208.3K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 1,038 | $207.8K | 0.03% | −20−1.9% | Reduced |
| Vicus Capital | 1,038 | $207.6K | 0.02% | +1,038 | New |
| Sendero Wealth Management, LLC | 1,036 | $207.3K | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,033 | $206.7K | 0.01% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 1,032 | $206.5K | 0.16% | 00.0% | Unchanged |
| Tri Locum Partners LP | 1,020 | $204.1K | 0.07% | +1,020 | New |
| Court Place Advisors, LLC | 1,018 | $203.8K | 0.07% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 1,016 | $203.3K | 0.12% | +33+3.4% | Added |
| NinePointTwo Capital | 1,015 | $203.0K | 0.08% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,008 | $201.6K | 0.07% | +49+5.1% | Added |
| Gabelli Funds LLC | 1,000 | $200.1K | 0.00% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,000 | $200.1K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,000 | $200.1K | 0.02% | +1,000 | New |
| Hyman Charles D | 1,000 | $200.0K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 987 | $197.5K | 0.09% | +987 | New |
| WFA of San Diego, LLC | 937 | $187.5K | 0.19% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 932 | $186.4K | 0.10% | +1+0.1% | Added |
| Hanson & Doremus Investment Management | 914 | $183.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 901 | $180.3K | 0.02% | −1−0.1% | Reduced |
| Deseret Mutual Benefit Administrators | 891 | $178.3K | 0.09% | −33−3.6% | Reduced |
| Sentry Investment Management LLC | 870 | $174.0K | 0.08% | −96−9.9% | Reduced |
| Ronald Blue Trust, Inc. | 683 | $171.0K | 0.00% | +34+5.2% | Added |
| Centaurus Financial, Inc. | 849 | $170.0K | 0.01% | −10−1.2% | Reduced |
| Penserra Capital Management LLC | 846 | $168.0K | 0.00% | −114−11.9% | Reduced |
| Shell Asset Management Co | 840 | $168.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 835 | $167.0K | 0.02% | −234−21.9% | Reduced |
| AlphaCentric Advisors LLC | 834 | $166.9K | 0.09% | −28−3.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 824 | $164.9K | 0.02% | −18,596−95.8% | Reduced |
| MV Capital Management, Inc. | 821 | $164.3K | 0.02% | −51−5.8% | Reduced |
| Hantz Financial Services, Inc. | 814 | $163.0K | 0.00% | +3+0.4% | Added |
| JNBA Financial Advisors | 786 | $157.3K | 0.02% | 00.0% | Unchanged |
| RE Advisers Corp | 785 | $157.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 779 | $155.9K | 0.01% | +6+0.8% | Added |
| Massmutual Trust Co FSB | 777 | $155.5K | 0.01% | −93−10.7% | Reduced |
| Private Ocean, LLC | 762 | $152.4K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 749 | $149.9K | 0.01% | −65−8.0% | Reduced |
| CoreFirst Bank & Trust | 704 | $140.9K | 0.10% | 00.0% | Unchanged |