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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 21,297 | $4.26M | 0.06% | +1,607+8.2% | Added |
| Beacon Pointe Advisors, LLC | 21,233 | $4.25M | 0.05% | +7,723+57.2% | Added |
| Oppenheimer & Co Inc | 21,171 | $4.24M | 0.09% | +2,975+16.3% | Added |
| Alpine Woods Capital Investors, LLC | 21,085 | $4.22M | 0.68% | +21,085 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,953 | $4.19M | 0.06% | +1,173+5.9% | Added |
| Spire Wealth Management | 20,897 | $4.18M | 0.16% | −9,327−30.9% | Reduced |
| DT Investment Partners, LLC | 20,715 | $4.14M | 0.50% | 00.0% | Unchanged |
| Atria Investments LLC | 20,657 | $4.13M | 0.07% | +800+4.0% | Added |
| Rodgers Brothers Inc. | 20,621 | $4.13M | 0.70% | +4,990+31.9% | Added |
| Axxcess Wealth Management, LLC | 20,492 | $4.10M | 0.14% | +3,850+23.1% | Added |
| AMG National Trust Bank | 20,434 | $4.09M | 0.14% | −20.0% | Reduced |
| Beck Bode, LLC | 20,257 | $4.05M | 1.03% | +2,949+17.0% | Added |
| Bright Rock Capital Management, LLC | 20,000 | $4.00M | 0.98% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 19,943 | $3.99M | 0.01% | −108−0.5% | Reduced |
| Fortis Group Advisors, LLC | 15,491 | $3.90M | 1.20% | −8,873−36.4% | Reduced |
| Evexia Wealth LLC | 19,985 | $3.89M | 1.97% | +4,580+29.7% | Added |
| Bath Savings Trust Co | 18,897 | $3.78M | 0.46% | +1,009+5.6% | Added |
| Investment Management Corp of Ontario | 18,841 | $3.77M | 0.15% | +5,706+43.4% | Added |
| Donaldson Capital Management, LLC | 18,799 | $3.76M | 0.18% | +13,957+288.2% | Added |
| Mercer Global Advisors Inc | 18,737 | $3.75M | 0.01% | −1,773−8.6% | Reduced |
| American Trust | 18,630 | $3.73M | 0.29% | +2,056+12.4% | Added |
| MML Investors Services, LLC | 18,525 | $3.71M | 0.02% | +1,398+8.2% | Added |
| Thrivent Financial for Lutherans | 18,369 | $3.68M | 0.01% | −10,119−35.5% | Reduced |
| Kestra Advisory Services, LLC | 18,316 | $3.66M | 0.04% | +6,203+51.2% | Added |
| C2C Wealth Management, LLC | 18,466 | $3.65M | 0.52% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 18,100 | $3.62M | 0.09% | −19,450−51.8% | Reduced |
| Culbertson A N & Co Inc | 17,342 | $3.47M | 0.70% | −20−0.1% | Reduced |
| Argyle Capital Management Inc. | 17,305 | $3.46M | 1.27% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 17,228 | $3.45M | 0.04% | −520−2.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 17,205 | $3.44M | 0.22% | −4,810−21.8% | Reduced |
| Alaska Permanent Fund Corp | 16,907 | $3.38M | 0.06% | +120+0.7% | Added |
| Coston, McIsaac & Partners | 16,803 | $3.36M | 1.27% | +16,003+2,000.4% | Added |
| Advisory Services Network, LLC | 16,798 | $3.36M | 0.09% | −1,576−8.6% | Reduced |
| Vontobel Holding Ltd. | 16,643 | $3.33M | 0.03% | −159−0.9% | Reduced |
| Artemis Investment Management LLP | 16,599 | $3.32M | 0.05% | −16,631−50.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,468 | $3.29M | 0.01% | −8,857−35.0% | Reduced |
| Agf Management Ltd | 16,373 | $3.28M | 0.02% | −2,665−14.0% | Reduced |
| Nissay Asset Management Corp | 16,340 | $3.27M | 0.03% | +465+2.9% | Added |
| 1832 Asset Management L.P. | 16,132 | $3.23M | 0.01% | −77,358−82.7% | Reduced |
| JLB & Associates Inc | 16,066 | $3.21M | 0.50% | +691+4.5% | Added |
| Public Sector Pension Investment Board | 16,051 | $3.21M | 0.02% | +1,948+13.8% | Added |
| Central Trust Co | 15,930 | $3.19M | 0.09% | +336+2.2% | Added |
| Occudo Quantitative Strategies LP | 15,854 | $3.17M | 0.41% | +11,889+299.8% | Added |
| Qsemble Capital Management, LP | 15,300 | $3.06M | 0.57% | +9,050+144.8% | Added |
| Seven Eight Capital, LP | 15,228 | $3.05M | 0.36% | +15,228 | New |
| Dynamic Technology Lab Private Ltd | 15,219 | $3.04M | 0.30% | +7,056+86.4% | Added |
| Fragasso Group Inc. | 15,207 | $3.04M | 0.32% | +2,886+23.4% | Added |
| Cresset Asset Management, LLC | 14,874 | $2.98M | 0.02% | −1,700−10.3% | Reduced |
| Eukles Asset Management | 14,873 | $2.98M | 1.57% | +139+0.9% | Added |
| Element Capital Management LLC | 14,778 | $2.96M | 0.26% | −2,905−16.4% | Reduced |
| Pacer Advisors, Inc. | 14,766 | $2.95M | 0.01% | +383+2.7% | Added |
| Davenport & Co LLC | 14,685 | $2.94M | 0.02% | +6,472+78.8% | Added |
| JustInvest LLC | 14,611 | $2.92M | 0.09% | +1,142+8.5% | Added |
| CoreCap Advisors, LLC | 14,574 | $2.92M | 0.21% | +909+6.7% | Added |
| Northwestern Mutual Wealth Management Co | 14,354 | $2.87M | 0.00% | +563+4.1% | Added |
| Candriam Luxembourg S.C.A. | 14,327 | $2.87M | 0.02% | +14+0.1% | Added |
| TKG Advisors, LLC | 14,319 | $2.86M | 1.91% | +2,952+26.0% | Added |
| Private Advisor Group, LLC | 14,311 | $2.86M | 0.03% | −3,859−21.2% | Reduced |
| Brookstone Capital Management | 14,903 | $2.86M | 0.06% | +2,626+21.4% | Added |
| Arthur M. Cohen & Associates, LLC | 14,261 | $2.85M | 0.73% | +55+0.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,240 | $2.85M | 0.13% | +6,482+83.6% | Added |
| Kennon-Green & Company, LLC | 14,111 | $2.82M | 2.80% | +101+0.7% | Added |
| Chesley Taft & Associates LLC | 14,099 | $2.82M | 0.18% | −225−1.6% | Reduced |
| Venture Visionary Partners LLC | 14,049 | $2.81M | 0.17% | −268−1.9% | Reduced |
| Mengis Capital Management, Inc. | 13,935 | $2.79M | 0.58% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 13,926 | $2.79M | 0.42% | −298−2.1% | Reduced |
| Carret Asset Management, LLC | 13,700 | $2.74M | 0.38% | +100+0.7% | Added |
| Toroso Investments, LLC | 13,465 | $2.69M | 0.08% | −4,013−23.0% | Reduced |
| Gulf International Bank (UK) Ltd | 13,444 | $2.69M | 0.08% | −1,459−9.8% | Reduced |
| Cetera Investment Advisers | 13,436 | $2.69M | 0.02% | +673+5.3% | Added |
| British Columbia Investment Management Corp | 13,388 | $2.68M | 0.03% | +116+0.9% | Added |
| KCM Investment Advisors LLC | 13,353 | $2.67M | 0.12% | −211−1.6% | Reduced |
| Numerai GP LLC | 13,304 | $2.66M | 0.88% | +13,304 | New |
| Kempen Capital Management N.V. | 13,283 | $2.66M | 0.05% | +1,048+8.6% | Added |
| Teachers Retirement System of the State of Kentucky | 13,206 | $2.64M | 0.03% | 00.0% | Unchanged |
| Dearborn Partners LLC | 13,152 | $2.63M | 0.10% | +30.0% | Added |
| Burney Co | 13,144 | $2.63M | 0.12% | +1,739+15.2% | Added |
| Echo Street Capital Management LLC | 13,072 | $2.62M | 0.02% | +1,242+10.5% | Added |
| Empowered Funds, LLC | 12,915 | $2.58M | 0.08% | +11,361+731.1% | Added |
| Signet Financial Management, LLC | 12,859 | $2.57M | 0.42% | −224−1.7% | Reduced |
| Cerity Partners LLC | 12,837 | $2.57M | 0.01% | −9,568−42.7% | Reduced |
| Bokf, NA | 13,664 | $2.56M | 0.06% | −325−2.3% | Reduced |
| AdvisorShares Investments LLC | 12,686 | $2.54M | 0.68% | −324−2.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,523 | $2.51M | 0.04% | −5,538−30.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 12,500 | $2.50M | 0.72% | +2,500+25.0% | Added |
| Daiwa Securities Group Inc. | 12,451 | $2.49M | 0.02% | +731+6.2% | Added |
| Elo Mutual Pension Insurance Co | 12,327 | $2.47M | 0.08% | +214+1.8% | Added |
| D.A. Davidson & Co. | 12,281 | $2.46M | 0.03% | −325−2.6% | Reduced |
| Captrust Financial Advisors | 12,218 | $2.44M | 0.01% | +543+4.7% | Added |
| Eaton Financial Holdings Company, LLC | 12,213 | $2.44M | 0.65% | +12,213 | New |
| Next Level Private LLC | 12,251 | $2.44M | 1.62% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,077 | $2.42M | 0.28% | 00.0% | Unchanged |
| Geneva Partners, LLC | 12,046 | $2.41M | 1.60% | −1,025−7.8% | Reduced |
| Kentucky Retirement Systems | 12,037 | $2.41M | 0.08% | +195+1.6% | Added |
| Te Ahumairangi Investment Management Ltd | 12,012 | $2.40M | 0.39% | +1,305+12.2% | Added |
| Assetmark, Inc | 11,977 | $2.40M | 0.01% | +560+4.9% | Added |
| Prospera Financial Services Inc | 11,893 | $2.38M | 0.09% | −804−6.3% | Reduced |
| Twinbeech Capital LP | 11,860 | $2.37M | 0.05% | +11,860 | New |
| Wendell David Associates Inc | 11,835 | $2.37M | 0.28% | −2,105−15.1% | Reduced |
| Liberty One Investment Management, LLC | 11,718 | $2.34M | 0.34% | +787+7.2% | Added |