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 28 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 |
|---|---|---|---|---|---|
| PFS Partners, LLC | 129 | $25.9K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 129 | $25.8K | 0.00% | +10+8.4% | Added |
| Altshuler Shaham Ltd | 129 | $25.8K | 0.00% | −272−67.8% | Reduced |
| Farmers & Merchants Investments Inc | 128 | $25.6K | 0.00% | −50−28.1% | Reduced |
| Kelly Financial Services LLC | 127 | $25.4K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 125 | $25.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 125 | $25.0K | 0.01% | +125 | New |
| Costello Asset Management, INC | 125 | $25.0K | 0.02% | +125 | New |
| Ofi Invest Asset Management | 129 | $24.4K | 0.00% | +129 | New |
| Quent Capital, LLC | 115 | $23.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 110 | $22.0K | 0.00% | +107+3,566.7% | Added |
| Heritage Wealth Advisors | 110 | $22.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 108 | $21.6K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $20.0K | 0.01% | −13−11.5% | Reduced |
| Baldwin Brothers Inc | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 100 | $20.0K | 0.00% | +100 | New |
| Venturi Wealth Management, LLC | 99 | $19.8K | 0.00% | +82+482.4% | Added |
| Webster Bank, N. A. | 90 | $18.0K | 0.00% | −80−47.1% | Reduced |
| Financial Management Professionals, Inc. | 87 | $17.0K | 0.00% | +3+3.6% | Added |
| Kessler Investment Group, LLC | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 70 | $14.0K | 0.01% | +70 | New |
| Dividend Assets Capital, LLC | 71 | $14.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 69 | $14.0K | 0.00% | +43+165.4% | Added |
| Tradewinds Capital Management, LLC | 67 | $13.5K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 66 | $13.2K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 63 | $12.6K | 0.00% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 60 | $12.0K | 0.01% | −105−63.6% | Reduced |
| Stephens Consulting, LLC | 57 | $11.4K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 57 | $11.4K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 54 | $11.0K | 0.00% | +8+17.4% | Added |
| PayPay Securities Corp | 18 | $10.2K | 0.49% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 50 | $10.0K | 0.00% | −2,610−98.1% | Reduced |
| Hoese & Co LLP | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 50 | $10.0K | 0.00% | +50 | New |
| Eagle Bay Advisors LLC | 48 | $9.60K | 0.00% | −7−12.7% | Reduced |
| Abound Wealth Management | 46 | $9.21K | 0.00% | −17−27.0% | Reduced |
| Addison Advisors LLC | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 44 | $9.00K | 0.00% | +7+18.9% | Added |
| Capital Advisors, Ltd. LLC | 46 | $9.00K | 0.00% | +15+48.4% | Added |
| American National Bank | 44 | $8.80K | 0.00% | −102−69.9% | Reduced |
| Sutton Wealth Advisors Inc. | 44 | $8.80K | 0.00% | −23−34.3% | Reduced |
| HighMark Wealth Management LLC | 44 | $8.80K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 44 | $8.55K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 41 | $8.27K | 0.00% | −1−2.4% | Reduced |
| McIlrath & Eck, LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 33 | $7.09K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 34 | $6.80K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 34 | $6.80K | 0.00% | +34 | New |
| Red Tortoise LLC | 32 | $6.40K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 29 | $5.85K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 28 | $5.61K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 28 | $5.60K | 0.00% | +21+300.0% | Added |
| Morton Brown Family Wealth, LLC | 27 | $5.40K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 25 | $5.00K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 25 | $5.00K | 0.00% | −28−52.8% | Reduced |
| City State Bank | 25 | $5.00K | 0.00% | +25 | New |
| Moisand Fitzgerald Tamayo, LLC | 23 | $4.60K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $4.60K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 22 | $4.40K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 18 | $3.60K | 0.00% | +9+100.0% | Added |
| Grove Bank & Trust | 17 | $3.40K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 17 | $3.40K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 14 | $3.39K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 16 | $3.20K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 16 | $3.13K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 15 | $2.95K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 12 | $2.78K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 13 | $2.60K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 12 | $2.40K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 12 | $2.40K | 0.00% | +12 | New |
| Carmichael Hill & Associates, Inc. | 11 | $2.20K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11 | $2.20K | 0.00% | +11 | New |
| DRH Investments, Inc. | 10 | $2.04K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 10 | $2.00K | 0.00% | +10 | New |
| SkyView Investment Advisors, LLC | 11 | $2.00K | 0.00% | −1−8.3% | Reduced |
| SJS Investment Consulting Inc. | 8 | $1.60K | 0.00% | −7−46.7% | Reduced |
| Perkins Coie Trust Co | 8 | $1.60K | 0.00% | +8 | New |
| Silver Oak Securities, Inc | 7 | $1.47K | 0.00% | −2,082−99.7% | Reduced |
| Arlington Partners LLC | 7 | $1.40K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 7 | $1.40K | 0.00% | +7 | New |
| Cherry Tree Wealth Management, LLC | 6 | $1.20K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $1.20K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | −18−75.0% | Reduced |
| West Paces Advisors Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $999 | 0.00% | +3+300.0% | Added |
| SRS Capital Advisors, Inc. | 4 | $801 | 0.00% | −13−76.5% | Reduced |
| Sound Income Strategies, LLC | 3 | $600 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $600 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 2 | $400 | 0.00% | +2 | New |
| Carolina Wealth Advisors, LLC | 1 | $200 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1 | $200 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 0 | $10 | 0.00% | 0 | Unchanged |