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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 7,894 | $1.58M | 0.01% | +7,894 | New |
| Buckingham Strategic Wealth, LLC | 7,862 | $1.57M | 0.02% | +313+4.1% | Added |
| Csenge Advisory Group | 7,824 | $1.57M | 0.11% | +481+6.6% | Added |
| B&D White Capital Company, LLC | 7,800 | $1.56M | 0.58% | +7,800 | New |
| Hudson Canyon Capital Management | 7,700 | $1.54M | 1.26% | +7,700 | New |
| New Mexico Educational Retirement Board | 7,678 | $1.54M | 0.07% | +500+7.0% | Added |
| Federation des caisses Desjardins du Quebec | 7,662 | $1.53M | 0.02% | +1,669+27.8% | Added |
| GQG Partners LLC | 7,601 | $1.52M | 0.00% | −652,049−98.8% | Reduced |
| Wealthquest Corp | 7,464 | $1.49M | 0.18% | −1,036−12.2% | Reduced |
| Verition Fund Management LLC | 7,441 | $1.49M | 0.02% | +5,831+362.2% | Added |
| NFJ Investment Group, LLC | 7,418 | $1.48M | 0.04% | +7,418 | New |
| Scotia Capital Inc. | 7,348 | $1.47M | 0.01% | +364+5.2% | Added |
| RKL Wealth Management LLC | 7,294 | $1.46M | 0.18% | +26+0.4% | Added |
| Azimuth Capital Investment Management LLC | 7,256 | $1.45M | 0.07% | +231+3.3% | Added |
| Buckingham Strategic Partners | 7,228 | $1.45M | 0.07% | +7,228 | New |
| Williams Jones Wealth Management, LLC. | 7,180 | $1.44M | 0.02% | 00.0% | Unchanged |
| Burns J W & Co Inc | 7,142 | $1.43M | 0.23% | −390−5.2% | Reduced |
| Huntington National Bank | 7,110 | $1.42M | 0.01% | +398+5.9% | Added |
| Paloma Partners Management Co | 7,098 | $1.42M | 0.29% | −5,503−43.7% | Reduced |
| Cim, LLC | 7,079 | $1.42M | 0.27% | +506+7.7% | Added |
| Stephens Inc | 7,042 | $1.41M | 0.03% | +591+9.2% | Added |
| SNS Financial Group, LLC | 7,015 | $1.40M | 0.19% | +130+1.9% | Added |
| Advisor Partners II, LLC | 7,003 | $1.40M | 0.06% | −670−8.7% | Reduced |
| Gouws Capital LLC | 6,980 | $1.40M | 1.18% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,938 | $1.39M | 0.17% | −43−0.6% | Reduced |
| Strategic Advocates LLC | 6,929 | $1.39M | 0.65% | +6,929 | New |
| Sheaff Brock Investment Advisors, LLC | 6,900 | $1.38M | 0.14% | +8+0.1% | Added |
| London Co of Virginia | 6,833 | $1.37M | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 6,826 | $1.37M | 0.03% | −41−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 6,723 | $1.35M | 0.04% | +6,723 | New |
| Smith, Moore & Co. | 6,718 | $1.34M | 0.18% | +304+4.7% | Added |
| World Equity Group, Inc. | 6,662 | $1.33M | 0.28% | +4,428+198.2% | Added |
| Wetherby Asset Management Inc | 6,665 | $1.33M | 0.08% | −2,039−23.4% | Reduced |
| PFG Advisors | 6,662 | $1.33M | 0.12% | −544−7.5% | Reduced |
| Legato Capital Management LLC | 6,661 | $1.33M | 0.19% | +6,661 | New |
| QRG Capital Management, Inc. | 6,655 | $1.33M | 0.02% | +6,655 | New |
| Jag Capital Management, LLC | 6,638 | $1.33M | 0.16% | −164−2.4% | Reduced |
| Odey Asset Management LLP | 6,541 | $1.31M | 1.63% | +6,541 | New |
| Allen Investment Management LLC | 6,520 | $1.30M | 0.02% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 6,426 | $1.29M | 0.25% | −17−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 6,414 | $1.28M | 0.02% | −1,224−16.0% | Reduced |
| Cabot Wealth Management Inc | 6,402 | $1.28M | 0.20% | +6,402 | New |
| Avantax Advisory Services, Inc. | 6,401 | $1.28M | 0.01% | −13−0.2% | Reduced |
| Banque Cantonale Vaudoise | 6,375 | $1.27M | 0.06% | −2,146−25.2% | Reduced |
| RB Capital Management, LLC | 6,330 | $1.27M | 0.41% | +14+0.2% | Added |
| Wealthspire Advisors, LLC | 6,316 | $1.26M | 0.02% | −1,811−22.3% | Reduced |
| Clearbridge Investments, LLC | 6,310 | $1.26M | 0.00% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 6,279 | $1.26M | 0.94% | +65+1.0% | Added |
| Intrust Bank NA | 6,253 | $1.25M | 0.16% | −1,098−14.9% | Reduced |
| Griffin Asset Management, Inc. | 6,205 | $1.24M | 0.18% | −70−1.1% | Reduced |
| Wedbush Securities Inc | 6,201 | $1.24M | 0.06% | −221−3.4% | Reduced |
| Metropolitan Life Insurance Co | 6,200 | $1.24M | 0.06% | −219−3.4% | Reduced |
| Commonwealth Retirement Investments LLC | 6,178 | $1.24M | 0.71% | +6,178 | New |
| Advisory Research Inc | 6,162 | $1.23M | 0.17% | +6,162 | New |
| Empire Financial Management Company, LLC | 6,150 | $1.23M | 0.54% | −649−9.5% | Reduced |
| Stratos Wealth Partners, LTD. | 6,038 | $1.21M | 0.03% | −513−7.8% | Reduced |
| SlateStone Wealth, LLC | 6,031 | $1.21M | 0.18% | +134+2.3% | Added |
| R.H. Dinel Investment Counsel, Inc. | 6,025 | $1.21M | 0.87% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 5,984 | $1.20M | 0.08% | +1,643+37.8% | Added |
| Private Trust Co NA | 5,979 | $1.20M | 0.16% | −831−12.2% | Reduced |
| Massachusetts Wealth Management | 5,960 | $1.19M | 1.09% | −200−3.2% | Reduced |
| Philadelphia Trust Co | 5,954 | $1.19M | 0.12% | 00.0% | Unchanged |
| Oak Thistle LLC | 5,919 | $1.18M | 0.35% | −575−8.9% | Reduced |
| Pensionfund Sabic | 5,900 | $1.18M | 0.41% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 5,835 | $1.17M | 0.03% | −37−0.6% | Reduced |
| Parallel Advisors, LLC | 5,830 | $1.17M | 0.04% | −970−14.3% | Reduced |
| Snowden Capital Advisors LLC | 5,828 | $1.17M | 0.05% | +164+2.9% | Added |
| Lafayette Investments, Inc. | 5,827 | $1.17M | 0.32% | +39+0.7% | Added |
| Great Valley Advisor Group, Inc. | 5,782 | $1.16M | 0.05% | −837−12.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,714 | $1.14M | 0.11% | +1,770+44.9% | Added |
| Norinchukin Bank, The | 5,614 | $1.12M | 0.03% | −5,184−48.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.12M | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 5,586 | $1.12M | 0.67% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 5,586 | $1.12M | 0.83% | +20.0% | Added |
| Aureus Asset Management, LLC | 5,575 | $1.12M | 0.09% | 00.0% | Unchanged |
| Umb Bank N A | 5,544 | $1.11M | 0.02% | −2,381−30.0% | Reduced |
| Park Avenue Securities LLC | 5,494 | $1.10M | 0.02% | +5,494 | New |
| Geneos Wealth Management Inc. | 5,478 | $1.10M | 0.06% | +73+1.4% | Added |
| Sherbrooke Park Advisers LLC | 5,467 | $1.09M | 0.35% | +1,794+48.8% | Added |
| Summit Financial Group Inc | 5,450 | $1.09M | 0.46% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 5,401 | $1.08M | 0.29% | −118−2.1% | Reduced |
| Ethic Inc. | 5,386 | $1.08M | 0.04% | −757−12.3% | Reduced |
| Fort Washington Investment Advisors Inc | 5,379 | $1.08M | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 5,374 | $1.08M | 0.08% | +87+1.6% | Added |
| Apollon Wealth Management, LLC | 5,344 | $1.07M | 0.05% | +1,063+24.8% | Added |
| Whittier Trust Co of Nevada Inc | 5,328 | $1.07M | 0.04% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,304 | $1.06M | 0.63% | +2,169+69.2% | Added |
| Hazlett, Burt & Watson, Inc. | 5,258 | $1.05M | 0.78% | +55+1.1% | Added |
| Aaron Wealth Advisors | 5,210 | $1.04M | 0.13% | +102+2.0% | Added |
| Oxler Private Wealth LLC | 5,185 | $1.04M | 0.52% | +29+0.6% | Added |
| DoubleLine ETF Adviser LP | 5,179 | $1.04M | 0.37% | +5,179 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 5,177 | $1.04M | 0.01% | +848+19.6% | Added |
| Wintrust Investments LLC | 5,167 | $1.03M | 0.11% | +1,282+33.0% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $1.02M | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,077 | $1.02M | 0.07% | +497+10.9% | Added |
| Woodmont Investment Counsel LLC | 5,073 | $1.02M | 0.11% | −25−0.5% | Reduced |
| Ascent Group, LLC | 5,368 | $1.01M | 0.11% | −4,124−43.4% | Reduced |
| Chilton Capital Management LLC | 5,045 | $1.01M | 0.06% | 00.0% | Unchanged |
| First Manhattan Co | 4,990 | $998.6K | 0.00% | −2,975−37.4% | Reduced |
| NBT Bank N A | 4,964 | $993.2K | 0.10% | +3,869+353.3% | Added |