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 |
|---|---|---|---|---|---|
| Virtus Investment Advisers, Inc. | 2,230 | $446.2K | 0.30% | −260−10.4% | Reduced |
| J.W. Cole Advisors, Inc. | 2,227 | $445.6K | 0.03% | +16+0.7% | Added |
| McClarren Financial Advisors, Inc. | 2,227 | $445.0K | 0.39% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,192 | $438.6K | 0.10% | 00.0% | Unchanged |
| Ledyard National Bank | 2,179 | $436.0K | 0.05% | +279+14.7% | Added |
| Balyasny Asset Management LLC | 2,176 | $435.4K | 0.00% | −321,240−99.3% | Reduced |
| Sequoia Financial Advisors, LLC | 2,170 | $434.2K | 0.01% | −208−8.7% | Reduced |
| KG&L Capital Management,LLC | 2,165 | $433.2K | 0.21% | +2,165 | New |
| SRB Corp | 2,162 | $432.6K | 0.03% | +2,162 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,160 | $432.2K | 0.02% | −7−0.3% | Reduced |
| Leonteq Securities AG | 2,159 | $432.0K | 0.05% | +863+66.6% | Added |
| Stanley-Laman Group, Ltd. | 2,158 | $431.8K | 0.07% | 00.0% | Unchanged |
| Forte Capital LLC | 2,156 | $431.4K | 0.07% | −5−0.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,152 | $430.6K | 0.08% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,147 | $429.5K | 0.05% | +354+19.7% | Added |
| Iowa State Bank | 2,145 | $429.2K | 0.11% | −92−4.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,144 | $429.0K | 0.07% | +226+11.8% | Added |
| Patriot Investment Management Inc. | 2,143 | $428.8K | 0.04% | −433−16.8% | Reduced |
| Woodstock Corp | 2,140 | $428.2K | 0.05% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 2,124 | $425.0K | 0.17% | +1,124+112.4% | Added |
| Diversified Trust Co | 2,105 | $421.2K | 0.02% | −2,332−52.6% | Reduced |
| Harbour Investments, Inc. | 2,101 | $420.4K | 0.02% | +1,391+195.9% | Added |
| E&G Advisors, LP | 2,100 | $420.2K | 0.15% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,099 | $420.1K | 0.26% | +2,099 | New |
| Daymark Wealth Partners, LLC | 2,098 | $419.8K | 0.03% | −130−5.8% | Reduced |
| Pearl River Capital, LLC | 2,095 | $419.2K | 0.07% | +679+48.0% | Added |
| Mutual Advisors, LLC | 2,087 | $417.5K | 0.02% | −175−7.7% | Reduced |
| CWA Asset Management Group, LLC | 2,078 | $415.8K | 0.03% | −137−6.2% | Reduced |
| We Are One Seven, LLC | 2,077 | $415.5K | 0.03% | −367−15.0% | Reduced |
| Heartland Bank & Trust Co | 2,052 | $410.6K | 0.32% | +32+1.6% | Added |
| Ignite Planners, LLC | 2,098 | $410.2K | 0.13% | +214+11.4% | Added |
| Tompkins Financial Corp | 2,036 | $407.4K | 0.06% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 2,034 | $406.9K | 0.25% | +3+0.1% | Added |
| River Wealth Advisors LLC | 2,030 | $406.2K | 0.07% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 2,029 | $406.0K | 0.11% | −53−2.5% | Reduced |
| Horizon Investments, LLC | 2,026 | $405.4K | 0.01% | −80−3.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,025 | $405.2K | 0.04% | −60−2.9% | Reduced |
| Occidental Asset Management, LLC | 2,025 | $405.1K | 0.09% | −100−4.7% | Reduced |
| Courier Capital LLC | 2,004 | $401.0K | 0.03% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 2,000 | $400.2K | 0.08% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,000 | $400.2K | 0.11% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,988 | $397.8K | 0.01% | −1,220−38.0% | Reduced |
| Lakeview Capital Partners, LLC | 1,987 | $397.6K | 0.08% | +1,987 | New |
| Prime Capital Investment Advisors, LLC | 1,983 | $396.8K | 0.01% | +8+0.4% | Added |
| Apeiron RIA LLC | 1,952 | $390.6K | 0.13% | +274+16.3% | Added |
| Pavion Blue Capital, LLC | 1,952 | $390.6K | 0.24% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,950 | $390.2K | 0.19% | −51−2.5% | Reduced |
| Spears Abacus Advisors LLC | 1,950 | $390.2K | 0.03% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,549 | $386.9K | 0.09% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,922 | $384.6K | 0.09% | +65+3.5% | Added |
| Smith Anglin Financial, LLC | 1,916 | $383.3K | 0.05% | +11+0.6% | Added |
| Cedar Wealth Management, LLC | 1,915 | $383.2K | 0.15% | +1,915 | New |
| Simmons Bank | 1,911 | $382.4K | 0.03% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,897 | $379.7K | 0.03% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,884 | $377.0K | 0.07% | −1,286−40.6% | Reduced |
| Hall Capital Management Co Inc | 1,875 | $375.1K | 0.24% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,869 | $373.9K | 0.06% | −1,325−41.5% | Reduced |
| Principle Wealth Partners LLC | 1,869 | $373.9K | 0.04% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,869 | $373.9K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,868 | $373.7K | 0.04% | −116−5.8% | Reduced |
| Meeder Advisory Services, Inc. | 1,864 | $373.0K | 0.05% | −478−20.4% | Reduced |
| Front Row Advisors LLC | 1,850 | $370.1K | 0.17% | 00.0% | Unchanged |
| Sippican Capital Advisors | 1,850 | $370.1K | 0.34% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,850 | $370.1K | 0.14% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 1,850 | $370.1K | 0.01% | +970+110.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,840 | $368.1K | 0.15% | +1,840 | New |
| Resources Investment Advisors, LLC. | 1,820 | $364.1K | 0.01% | +46+2.6% | Added |
| WMS Partners, LLC | 1,811 | $362.3K | 0.03% | −23−1.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,810 | $362.1K | 0.27% | 00.0% | Unchanged |
| Twin Capital Management Inc | 1,808 | $361.7K | 0.05% | −186−9.3% | Reduced |
| Moody National Bank Trust Division | 1,807 | $361.5K | 0.02% | +235+14.9% | Added |
| Abundance Wealth Counselors | 1,806 | $361.0K | 0.10% | +1,806 | New |
| McKinley Carter Wealth Services, Inc. | 1,800 | $360.1K | 0.03% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 1,799 | $360.0K | 0.15% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,790 | $358.1K | 0.02% | +140+8.5% | Added |
| Crestone Asset Management LLC | 1,777 | $355.5K | 0.09% | +1,777 | New |
| Essex Savings Bank | 1,776 | $355.3K | 0.12% | +10+0.6% | Added |
| Koshinski Asset Management, Inc. | 1,767 | $353.6K | 0.04% | +200+12.8% | Added |
| Profund Advisors LLC | 1,766 | $353.3K | 0.02% | −228−11.4% | Reduced |
| Fundamentun, LLC | 1,762 | $352.6K | 0.05% | +1,762 | New |
| Monterey Private Wealth, Inc. | 1,758 | $351.7K | 0.18% | −34−1.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,752 | $350.5K | 0.03% | +35+2.0% | Added |
| Essex Financial Services, Inc. | 1,748 | $349.8K | 0.04% | −167−8.7% | Reduced |
| Townsend & Associates, Inc | 1,900 | $349.8K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,747 | $349.5K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,739 | $347.9K | 0.07% | +1,739 | New |
| Integrated Advisors Network LLC | 1,734 | $347.0K | 0.02% | −6,479−78.9% | Reduced |
| Clear Harbor Asset Management, LLC | 1,732 | $346.5K | 0.04% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 1,726 | $345.3K | 0.10% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,725 | $345.2K | 0.04% | +78+4.7% | Added |
| Joel Isaacson & Co., LLC | 1,722 | $344.4K | 0.02% | +2+0.1% | Added |
| Mechanics Bank Trust Department | 1,712 | $342.5K | 0.06% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,705 | $341.1K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,693 | $338.7K | 0.09% | +5+0.3% | Added |
| Wimmer Associates 1, LLC | 1,690 | $338.1K | 0.21% | −80−4.5% | Reduced |
| J2 Capital Management Inc | 1,689 | $337.9K | 0.43% | +441+35.3% | Added |
| RFG Advisory, LLC | 1,684 | $336.8K | 0.02% | +228+15.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,683 | $336.8K | 0.08% | +293+21.1% | Added |
| Quadrant Capital Group LLC | 1,683 | $336.7K | 0.03% | +104+6.6% | Added |
| Channel Wealth LLC | 1,679 | $335.9K | 0.19% | 00.0% | Unchanged |