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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 3,366 | $673.4K | 0.05% | −127−3.6% | Reduced |
| Money Concepts Capital Corp | 3,359 | $673.1K | 0.07% | +393+13.3% | Added |
| Morningstar Investment Management LLC | 3,348 | $670.0K | 0.09% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 3,340 | $668.3K | 0.36% | +1,049+45.8% | Added |
| Cypress Capital Management LLC (WY) | 3,325 | $665.3K | 0.78% | −21−0.6% | Reduced |
| HBK Sorce Advisory LLC | 3,321 | $664.4K | 0.03% | −486−12.8% | Reduced |
| Tarbox Family Office, Inc. | 3,309 | $662.2K | 0.14% | −36−1.1% | Reduced |
| Ami Asset Management Corp | 3,304 | $661.1K | 0.04% | −13−0.4% | Reduced |
| Raymond James Trust N.A. | 3,277 | $655.7K | 0.02% | −73−2.2% | Reduced |
| RMB Capital Management, LLC | 3,258 | $651.9K | 0.02% | +2,024+164.0% | Added |
| Ipswich Investment Management Co., Inc. | 3,250 | $650.3K | 0.18% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 3,250 | $650.3K | 0.23% | +125+4.0% | Added |
| Douglass Winthrop Advisors, LLC | 3,234 | $647.1K | 0.02% | −10−0.3% | Reduced |
| Independent Wealth Network Inc. | 3,232 | $646.8K | 0.40% | −835−20.5% | Reduced |
| Zimmermann Investment Management & Planning LLC | 3,229 | $646.1K | 0.31% | −396−10.9% | Reduced |
| Unigestion Holding SA | 3,193 | $644.5K | 0.04% | +324+11.3% | Added |
| Keeler Thomas Management LLC | 3,217 | $643.7K | 0.24% | −1,236−27.8% | Reduced |
| Sigma Planning Corp | 3,211 | $642.5K | 0.02% | −422−11.6% | Reduced |
| Valley Brook Capital Group | 3,196 | $639.4K | 0.63% | +10.0% | Added |
| Everence Capital Management Inc | 3,180 | $636.0K | 0.05% | −2,290−41.9% | Reduced |
| Old National Bancorp | 3,168 | $633.9K | 0.02% | −315−9.0% | Reduced |
| Ingalls & Snyder LLC | 3,160 | $632.0K | 0.03% | −1,000−24.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,120 | $624.3K | 0.03% | +10.0% | Added |
| Ci Investments Inc. | 3,082 | $617.0K | 0.00% | −1,080−25.9% | Reduced |
| Oakworth Capital, Inc. | 3,076 | $615.4K | 0.06% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 3,065 | $613.2K | 0.01% | −10,675−77.7% | Reduced |
| Proequities, Inc. | 3,061 | $612.4K | 0.05% | +365+13.5% | Added |
| Zions Bancorporation, N.A. | 3,047 | $609.6K | 0.05% | +231+8.2% | Added |
| Pinnacle Associates Ltd | 3,034 | $607.0K | 0.01% | −510−14.4% | Reduced |
| Univest Financial Corp | 3,032 | $606.6K | 0.20% | +5+0.2% | Added |
| Signaturefd, LLC | 3,028 | $605.9K | 0.02% | −14−0.5% | Reduced |
| Virtus ETF Advisers LLC | 3,028 | $605.8K | 0.37% | +60+2.0% | Added |
| Centiva Capital, LP | 3,024 | $605.0K | 0.03% | +2,044+208.6% | Added |
| First Hawaiian Bank | 3,001 | $600.4K | 0.02% | +824+37.9% | Added |
| Alberta Investment Management Corp | 3,000 | $600.2K | 0.01% | −428−12.5% | Reduced |
| First National Advisers, LLC | 3,000 | $600.2K | 0.27% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,997 | $599.7K | 0.16% | +105+3.6% | Added |
| Sandy Spring Bank | 2,995 | $599.2K | 0.03% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,990 | $598.0K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,985 | $597.2K | 0.08% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,970 | $594.2K | 0.02% | +270+10.0% | Added |
| Foster Group, Inc. | 2,953 | $590.8K | 0.04% | +349+13.4% | Added |
| M&R Capital Management Inc | 2,952 | $590.7K | 0.16% | +2+0.1% | Added |
| Boston Private Wealth LLC | 2,944 | $589.1K | 0.01% | −415−12.4% | Reduced |
| Insight Advisors, LLC | 2,922 | $584.5K | 0.13% | −157−5.1% | Reduced |
| Weatherly Asset Management L. P. | 2,905 | $581.2K | 0.07% | 00.0% | Unchanged |
| MQS Management LLC | 2,905 | $581.2K | 0.35% | +233+8.7% | Added |
| Hardman Johnston Global Advisors LLC | 2,900 | $580.2K | 0.02% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 2,873 | $574.8K | 0.14% | +2,873 | New |
| Advisors Preferred, LLC | 2,882 | $573.5K | 0.19% | +944+48.7% | Added |
| MAI Capital Management | 2,854 | $571.1K | 0.01% | +786+38.0% | Added |
| Cullen/Frost Bankers, Inc. | 2,816 | $563.4K | 0.01% | 00.0% | Unchanged |
| Concorde Financial Corp | 2,790 | $558.2K | 0.95% | −8,042−74.2% | Reduced |
| Northwest & Ethical Investments L.P. | 2,782 | $556.6K | 0.02% | +529+23.5% | Added |
| Argent Trust Co | 2,765 | $553.2K | 0.03% | +110+4.1% | Added |
| Trust Co of Vermont | 2,762 | $552.6K | 0.04% | −50−1.8% | Reduced |
| Soltis Investment Advisors LLC | 2,746 | $549.4K | 0.07% | +2,746 | New |
| Hudock, Inc. | 2,723 | $545.0K | 0.13% | +106+4.1% | Added |
| ARS Wealth Advisors Group, LLC | 2,701 | $540.4K | 0.09% | 00.0% | Unchanged |
| Somerville Kurt F | 2,700 | $540.2K | 0.11% | −300−10.0% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 2,698 | $539.8K | 0.70% | −202−7.0% | Reduced |
| Cipher Capital LP | 2,674 | $535.0K | 0.38% | −14,723−84.6% | Reduced |
| Hunter Associates Investment Management LLC | 2,639 | $528.0K | 0.11% | −10−0.4% | Reduced |
| Level Four Advisory Services, LLC | 2,638 | $527.8K | 0.03% | −528−16.7% | Reduced |
| Atwater Malick LLC | 2,632 | $526.6K | 0.23% | −125−4.5% | Reduced |
| Bragg Financial Advisors, Inc | 2,620 | $524.2K | 0.03% | +502+23.7% | Added |
| Parthenon LLC | 2,600 | $520.2K | 0.08% | 00.0% | Unchanged |
| Dillon & Associates Inc | 2,585 | $517.0K | 0.10% | +1,093+73.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,580 | $516.2K | 0.04% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 2,575 | $515.2K | 0.15% | +1,179+84.5% | Added |
| Barr E S & Co | 2,536 | $507.4K | 0.04% | +750+42.0% | Added |
| Columbia Asset Management | 2,535 | $507.0K | 0.11% | 00.0% | Unchanged |
| SL Advisors, LLC | 2,532 | $506.6K | 1.11% | −26−1.0% | Reduced |
| Comerica Securities,inc. | 2,523 | $504.9K | 0.04% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,514 | $503.1K | 0.06% | +686+37.5% | Added |
| Zhang Financial LLC | 2,508 | $501.8K | 0.05% | +900+56.0% | Added |
| Coho Partners, Ltd. | 2,490 | $498.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,472 | $494.7K | 0.00% | +371+17.7% | Added |
| Lido Advisors, LLC | 2,457 | $491.6K | 0.01% | +107+4.6% | Added |
| Schulhoff & Co Inc | 2,456 | $491.4K | 0.25% | −25−1.0% | Reduced |
| Flagship Harbor Advisors, LLC | 2,455 | $491.2K | 0.04% | −356−12.7% | Reduced |
| Armstrong Henry H Associates Inc | 2,430 | $486.2K | 0.06% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,428 | $485.8K | 0.13% | −933−27.8% | Reduced |
| Dark Forest Capital Management LP | 2,421 | $484.4K | 0.04% | −1,138−32.0% | Reduced |
| Pecaut & Co. | 2,400 | $480.2K | 0.20% | 00.0% | Unchanged |
| Advisors Management Group Inc | 2,400 | $480.0K | 0.14% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,398 | $479.7K | 0.02% | −9−0.4% | Reduced |
| Synovus Financial Corp | 2,377 | $475.9K | 0.01% | −408−14.6% | Reduced |
| Symmetry Partners, LLC | 2,354 | $471.0K | 0.03% | −1,352−36.5% | Reduced |
| LifeGuide Financial Advisors, LLC | 2,351 | $470.4K | 0.27% | +31+1.3% | Added |
| Congress Wealth Management LLC | 2,349 | $470.0K | 0.01% | −138−5.5% | Reduced |
| Dakota Wealth Management | 2,329 | $466.0K | 0.02% | −585−20.1% | Reduced |
| Schear Investment Advisers, LLC | 2,303 | $460.8K | 0.50% | −238−9.4% | Reduced |
| Cooper Financial Group | 2,300 | $460.2K | 0.11% | +230+11.1% | Added |
| Northeast Investment Management | 2,291 | $458.4K | 0.03% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 2,277 | $455.6K | 0.10% | +104+4.8% | Added |
| Lifeworks Advisors, LLC | 2,266 | $453.4K | 0.18% | +628+38.3% | Added |
| Capital Investment Advisors, LLC | 2,249 | $449.9K | 0.01% | −81−3.5% | Reduced |
| 9258 Wealth Management, LLC | 2,240 | $448.2K | 0.09% | 00.0% | Unchanged |
| Associated Banc-Corp | 2,238 | $447.8K | 0.02% | −172−7.1% | Reduced |