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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 4,957 | $991.8K | 0.03% | +113+2.3% | Added |
| HWG Holdings LP | 4,954 | $991.2K | 0.55% | +2,169+77.9% | Added |
| Veriti Management LLC | 4,949 | $990.3K | 0.11% | −934−15.9% | Reduced |
| Change Path, LLC | 4,922 | $985.0K | 0.07% | +2,224+82.4% | Added |
| Ieq Capital, LLC | 4,913 | $982.9K | 0.02% | −1,288−20.8% | Reduced |
| Herold Advisors, Inc. | 4,902 | $980.8K | 0.30% | +449+10.1% | Added |
| HMS Capital Management, LLC | 4,900 | $980.4K | 0.65% | −114−2.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,889 | $979.0K | 0.13% | −1,189−19.6% | Reduced |
| Fulton Bank, N.A. | 4,887 | $977.8K | 0.05% | +97+2.0% | Added |
| Haverford Trust Co | 4,836 | $967.6K | 0.01% | −735−13.2% | Reduced |
| Meyer Handelman Co | 4,800 | $960.4K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,796 | $959.5K | 0.10% | −3−0.1% | Reduced |
| Tempus Wealth Planning, LLC | 4,793 | $959.0K | 0.48% | −56−1.2% | Reduced |
| Graham Capital Management, L.P. | 4,783 | $957.0K | 0.03% | +4,783 | New |
| Impax Asset Management Group plc | 4,748 | $950.0K | 0.00% | −412−8.0% | Reduced |
| NBC Securities, Inc. | 4,738 | $948.0K | 0.10% | +4,738 | New |
| Busey Wealth Management | 4,733 | $947.0K | 0.04% | +1,345+39.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,731 | $946.6K | 0.03% | +85+1.8% | Added |
| Claro Advisors LLC | 4,712 | $942.9K | 0.24% | +1,409+42.7% | Added |
| Welch & Forbes LLC | 4,702 | $940.8K | 0.02% | −160−3.3% | Reduced |
| Texas Yale Capital Corp. | 4,700 | $940.4K | 0.04% | 00.0% | Unchanged |
| Balentine LLC | 4,667 | $933.9K | 0.03% | −307−6.2% | Reduced |
| Gotham Asset Management, LLC | 4,663 | $933.0K | 0.02% | −21,376−82.1% | Reduced |
| Allegheny Financial Group LTD | 4,640 | $928.3K | 0.35% | +1,244+36.6% | Added |
| Transcend Wealth Collective, LLC | 4,623 | $925.0K | 0.09% | +567+14.0% | Added |
| Valeo Financial Advisors, LLC | 4,570 | $914.3K | 0.04% | +216+5.0% | Added |
| Tower View Investment Management & Research LLC | 4,536 | $908.0K | 0.64% | +231+5.4% | Added |
| Somerset Trust Co | 4,531 | $906.6K | 0.41% | +10.0% | Added |
| Gratus Capital LLC | 4,478 | $896.0K | 0.06% | +93+2.1% | Added |
| Nicholas Hoffman & Company, LLC. | 4,412 | $882.7K | 0.07% | −85−1.9% | Reduced |
| Alps Advisors Inc | 4,398 | $880.0K | 0.01% | −3,188−42.0% | Reduced |
| Moloney Securities Asset Management, LLC | 4,385 | $877.4K | 0.16% | +4,385 | New |
| Key Financial Inc | 4,358 | $871.9K | 0.29% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 4,354 | $871.1K | 0.46% | −910−17.3% | Reduced |
| Bellecapital International Ltd. | 4,336 | $867.5K | 0.22% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 4,330 | $866.3K | 0.24% | +2,165+100.0% | Added |
| CX Institutional | 4,324 | $865.0K | 0.05% | −3,543−45.0% | Reduced |
| Stegent Equity Advisors, Inc. | 4,310 | $862.3K | 1.09% | −55−1.3% | Reduced |
| Harvey Investment Co LLC | 4,307 | $862.0K | 0.11% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,271 | $854.5K | 0.02% | −14,139−76.8% | Reduced |
| Investment Advisory Services Inc | 4,247 | $849.7K | 0.37% | +72+1.7% | Added |
| Pinnacle Financial Partners Inc | 4,229 | $846.1K | 0.02% | +72+1.7% | Added |
| Jamison Private Wealth Management, Inc. | 4,224 | $845.1K | 0.17% | +4,224 | New |
| BLB&B Advisors, LLC | 4,220 | $844.3K | 0.06% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 4,215 | $843.3K | 0.10% | −2,620−38.3% | Reduced |
| Field & Main Bank | 4,203 | $840.9K | 0.39% | +235+5.9% | Added |
| Fox Run Management, L.L.C. | 4,191 | $838.5K | 0.25% | +3,371+411.1% | Added |
| Aptus Capital Advisors, LLC | 4,070 | $814.3K | 0.02% | −367−8.3% | Reduced |
| Bartlett & Co. LLC | 4,066 | $814.0K | 0.01% | +3+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 4,066 | $813.5K | 0.01% | +3+0.1% | Added |
| Bleakley Financial Group, LLC | 4,050 | $810.4K | 0.03% | −986−19.6% | Reduced |
| Sawtooth Solutions, LLC | 4,050 | $810.4K | 0.03% | −966−19.3% | Reduced |
| Ballentine Partners, LLC | 4,013 | $802.9K | 0.02% | −1,744−30.3% | Reduced |
| Formidable Asset Management, LLC | 4,007 | $801.7K | 0.18% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 3,971 | $801.5K | 0.08% | −465−10.5% | Reduced |
| Forum Financial Management, LP | 4,003 | $800.8K | 0.02% | +18+0.5% | Added |
| Marquette Asset Management, LLC | 4,000 | $800.3K | 0.19% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $800.3K | 0.20% | 00.0% | Unchanged |
| Gifford Fong Associates | 4,000 | $800.0K | 0.19% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,960 | $792.2K | 0.29% | +53+1.4% | Added |
| Gladstone Institutional Advisory LLC | 3,949 | $790.2K | 0.05% | −202−4.9% | Reduced |
| Garrison Point Advisors, LLC | 3,929 | $786.1K | 0.61% | −125−3.1% | Reduced |
| Bailard, Inc. | 3,928 | $785.9K | 0.03% | +3,928 | New |
| Trail Ridge Investment Advisors, LLC | 3,923 | $784.9K | 0.53% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 3,905 | $781.3K | 0.36% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 3,894 | $779.1K | 0.02% | −52−1.3% | Reduced |
| Meitav Dash Investments Ltd | 3,860 | $779.1K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,850 | $770.3K | 0.08% | −200−4.9% | Reduced |
| Jacobi Capital Management LLC | 3,820 | $764.3K | 0.09% | +374+10.9% | Added |
| Edgestream Partners, L.P. | 3,819 | $764.1K | 0.06% | −8,056−67.8% | Reduced |
| Qtron Investments LLC | 3,805 | $761.3K | 0.15% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 3,800 | $760.3K | 0.22% | 00.0% | Unchanged |
| Toews Corp | 3,800 | $760.3K | 0.46% | +3,800 | New |
| Diligent Investors, LLC | 3,777 | $755.7K | 0.23% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3,777 | $755.7K | 0.01% | +3,777 | New |
| Glenview Trust Co | 3,757 | $751.7K | 0.02% | +1,064+39.5% | Added |
| West Family Investments, Inc. | 3,707 | $741.7K | 0.26% | +79+2.2% | Added |
| SPC Financial, Inc. | 3,705 | $741.3K | 0.08% | −25−0.7% | Reduced |
| HM Payson & Co | 3,687 | $737.7K | 0.02% | +400+12.2% | Added |
| Tokio Marine Asset Management Co Ltd | 3,652 | $730.7K | 0.05% | +240+7.0% | Added |
| Stevens Capital Management LP | 3,630 | $726.0K | 0.21% | +3,630 | New |
| Lincoln National Corp | 3,629 | $725.9K | 0.01% | +1,607+79.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,610 | $722.2K | 0.02% | +43+1.2% | Added |
| Sound View Wealth Advisors Group, LLC | 3,606 | $721.4K | 0.09% | +77+2.2% | Added |
| America First Investment Advisors, LLC | 3,575 | $715.3K | 0.20% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 3,571 | $714.0K | 0.30% | −66−1.8% | Reduced |
| Eudaimonia Partners, LLC | 3,565 | $713.3K | 0.17% | +172+5.1% | Added |
| Silverlake Wealth Management LLC | 3,561 | $712.4K | 0.40% | +1,718+93.2% | Added |
| Cassaday & Co Wealth Management LLC | 3,548 | $709.9K | 0.03% | +79+2.3% | Added |
| JT Stratford LLC | 3,548 | $709.9K | 0.18% | +3,548 | New |
| First National Trust Co | 3,521 | $704.5K | 0.03% | −918−20.7% | Reduced |
| Farmers Trust Co | 3,489 | $698.1K | 0.16% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 3,478 | $695.9K | 0.25% | −1,173−25.2% | Reduced |
| Klingman & Associates, LLC | 3,474 | $695.1K | 0.06% | −12−0.3% | Reduced |
| First American Trust, FSB | 3,433 | $686.9K | 0.10% | +673+24.4% | Added |
| Ade, LLC | 3,420 | $684.3K | 0.52% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 3,401 | $680.5K | 0.03% | 00.0% | Unchanged |
| Axq Capital, LP | 3,400 | $680.3K | 0.24% | +3,400 | New |
| WBH Advisory Inc | 3,396 | $679.5K | 0.08% | −31−0.9% | Reduced |
| Grandview Asset Management LLC | 3,371 | $674.0K | 0.39% | +3,371 | New |