Skip to main content
Livermore
Livermore
ZHEN

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 29 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.

Q4 2023 vs. Q3 2023

How the institutions holding Hershey Co changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of HSY: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1,301191,352+70
Shares117.6M390.9K116.7M−518.8K (−0.4%)
Value$23.5B$78.2M$21.8B−$1.72B (−7.3%)

19 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (185)

Institutions that held Hershey Co at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 185 by value.

Institutions new to HSY in Q4 2023
InstitutionSharesValue% of portfolio
Holocene Advisors, LP276,847$51.6M0.20%
Marshall Wace, LLP119,776$22.3M0.04%
Jefferies Financial Group Inc.92,364$17.2M0.27%
Quinn Opportunity Partners LLC85,479$15.9M1.84%
Formuepleje A/S67,444$12.6M0.89%
M&G Investment Management Ltd41,740$7.76M0.05%
Longbow Finance SA33,092$6.17M0.63%
Susquehanna Portfolio Strategies, LLC32,106$5.99M0.11%
Bancreek Capital Management, LP31,452$5.86M4.98%
W.G. Shaheen & Associates DBA Whitney & Co28,985$5.40M0.70%
American Trust Investment Advisors, LLC26,624$4.96M2.58%
Point72 Hong Kong Ltd26,366$4.92M0.30%
Bell Asset Management Ltd24,519$4.57M0.70%
First Fiduciary Investment Counsel, Inc.24,351$4.54M1.00%
Terril Brothers, Inc.23,738$4.43M1.57%
Virtu Financial LLC22,857$4.26M0.34%
Reliant Investment Management, LLC22,380$4.17M2.12%
Deane Retirement Strategies, Inc.20,619$3.84M2.10%
Pathstone Holdings, LLC19,599$3.65M0.02%
Mesirow Financial Investment Management, Inc.19,232$3.59M0.13%
HGK Asset Management Inc18,789$3.50M0.81%
Quantbot Technologies LP18,049$3.37M0.20%
GPM Growth Investors, Inc.17,877$3.33M1.57%
Spectrum Wealth Counsel, LLC17,527$3.27M0.45%
Amica Mutual Insurance Co17,075$3.18M0.34%
Intact Investment Management Inc.16,300$3.04M0.12%
Monte Financial Group, LLC16,036$2.99M1.40%
Value Partners Investments Inc.15,809$2.95M0.24%
Hussman Strategic Advisors, Inc.14,700$2.74M0.62%
Poehling Capital Management, LLC14,558$2.71M0.86%
Weiss Asset Management LP12,887$2.40M0.17%
Ironwood Investment Counsel, LLC12,506$2.33M0.44%
Hohimer Wealth Management, LLC12,281$2.29M0.58%
Tsai Capital Corp11,641$2.17M1.99%
Turtle Creek Wealth Advisors, LLC10,530$1.96M0.58%
Aurora Investment Counsel9,834$1.85M1.21%
Concurrent Investment Advisors, LLC9,629$1.80M0.08%
Significant Wealth Partners LLC8,899$1.66M1.21%
Kames Capital plc8,600$1.60M0.03%
Sender Co & Partners, Inc.8,555$1.59M3.06%
Sciencast Management LP8,328$1.55M0.85%
Auxier Asset Management8,210$1.53M0.25%
Ami Investment Management Inc8,189$1.53M0.62%
Clear Rock Advisors, LLC7,151$1.40M0.63%
Lederer & Associates Investment Counsel7,467$1.39M1.03%
Groupama Asset Managment7,451$1.39M0.04%
Arnhold LLC7,279$1.36M0.15%
Scientech Research LLC6,824$1.27M1.27%
Quest Partners LLC6,452$1.20M0.26%
Wunderlich Capital Managemnt5,913$1.10M0.50%
OV Management LLC5,800$1.08M0.89%
Guardian Asset Advisors, LLC5,790$1.08M1.01%
Maverick Capital LtdSuperinvestorMaverick Capital5,707$1.06M0.02%
Bridgefront Capital, LLC5,216$972.5K0.73%
Entropy Technologies, LP4,627$862.7K0.16%
Carnegie Capital Asset Management, LLC4,551$848.5K0.03%
BayBridge Capital Group, LLC4,433$845.0K0.78%
SRN Advisors, LLC4,520$842.7K0.76%
Knollwood Investment Advisory, LLC4,498$838.6K0.17%
HighPoint Advisor Group LLC4,246$816.0K0.06%
Degroof Petercam Asset Management4,374$815.5K0.01%
Helios Capital Management Pte. Ltd4,300$801.7K0.63%
Lecap Asset Management Ltd4,249$792.2K0.29%
Midland Wealth Advisors LLC4,110$766.3K0.05%
Klein Pavlis & Peasley Financial, Inc.3,948$736.1K0.69%
Merit Financial Group, LLC3,860$719.7K0.02%
Intellectus Partners, LLC3,853$718.4K0.21%
Trust Point Inc.3,669$684.0K0.06%
Napatree Capital LLC3,510$654.4K0.66%
Benchmark Investment Advisors LLC3,500$652.5K0.60%
Semanteon Capital Management, LP3,491$650.9K0.44%
Waterfront Wealth Inc.3,375$629.2K0.19%
Heritage Wealth Management, LLC3,358$626.1K0.34%
First Trust Investment Solutions L.P.3,288$613.0K0.13%
Burford Brothers, Inc.3,263$608.4K0.43%
Texas Capital Bank Wealth Management Services Inc3,133$584.1K0.07%
United Capital Financial Advisers, LLC3,040$566.7K0.00%
Syon Capital LLC3,037$566.2K0.06%
Nomura Holdings Inc3,026$564.2K0.01%
Portfolio Design Labs, LLC3,004$560.1K0.21%
Oxford Financial Group Ltd2,775$517.3K0.04%
Sapient Capital LLC2,721$507.3K0.01%
Corton Capital Inc.2,594$483.6K0.15%
Brighton Jones LLC2,568$478.7K0.02%
Greystone Financial Group, LLC2,539$473.4K0.11%
Cardiff Park Advisors, LLC2,424$451.9K0.05%
Silver Coast Investments LLC2,358$439.6K0.20%
Cito Capital Group, LLC2,300$429.0K0.18%
Stablepoint Partners, LLC2,251$419.7K0.11%
Gateway Investment Advisers LLC2,235$416.7K0.00%
Colony Group, LLC2,139$399.0K0.01%
Principal Securities, Inc.2,094$390.3K0.01%
Dana Investment Advisors, Inc.2,086$388.9K0.02%
Sachetta, LLC2,028$378.0K0.18%
Kingswood Wealth Advisors, LLC2,019$376.4K0.04%
Mainstay Capital Management LLC2,000$372.9K0.07%
Venator Management LLC2,000$372.9K0.12%
Lake Street Advisors Group, LLC1,996$372.1K0.02%
New Century Financial Group, LLC1,900$354.2K0.31%
Almanack Investment Partners, LLC.1,862$347.2K0.06%

Sold out (115)

Institutions that held Hershey Co at the end of Q3 2023 and filed for Q4 2023 without it.

Showing the largest 100 of 115 by value.

Institutions that sold out of HSY in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Alyeska Investment Group, L.P.655,565$131.2M
Stillwater Capital Advisors, LLC50,558$10.1M
Point72 Middle East FZE31,254$6.25M
Campbell & CO Investment Adviser LLC27,978$5.60M
AustralianSuper Pty Ltd27,212$5.44M
Marietta Investment Partners LLC23,320$4.67M
Beck Bode, LLC20,257$4.05M
C2C Wealth Management, LLC18,466$3.65M
Artemis Investment Management LLP16,599$3.32M
Dynamic Technology Lab Private Ltd15,219$3.04M
Element Capital Management LLC14,778$2.96M
TKG Advisors, LLC14,319$2.86M
Echo Street Capital Management LLC13,072$2.62M
Eaton Financial Holdings Company, LLC12,213$2.44M
Geneva Partners, LLC12,046$2.41M
Legacy Wealth Management, LLC11,182$2.24M
Ilmarinen Mutual Pension Insurance Co11,000$2.20M
G&S Capital LLC9,102$1.82M
Wakefield Asset Management LLLP9,020$1.80M
Blue Square Asset Management, LLC8,673$1.74M
Magnetar Financial LLC8,462$1.69M
Machina Capital S.A.S.8,067$1.61M
B&D White Capital Company, LLC7,800$1.56M
Buckingham Strategic Partners7,228$1.45M
Paloma Partners Management Co7,098$1.42M
Sheaff Brock Investment Advisors, LLC6,900$1.38M
Jag Capital Management, LLC6,638$1.33M
Oak Thistle LLC5,919$1.18M
Great Diamond Partners, LLC5,401$1.08M
Oxler Private Wealth LLC5,185$1.04M
DoubleLine ETF Adviser LP5,179$1.04M
HWG Holdings LP4,954$991.2K
Graham Capital Management, L.P.4,783$957.0K
TrimTabs Asset Management, LLC4,354$871.1K
Fox Run Management, L.L.C.4,191$838.5K
Toews Corp3,800$760.3K
Stevens Capital Management LP3,630$726.0K
Jackson Creek Investment Advisors LLC3,571$714.0K
Eudaimonia Partners, LLC3,565$713.3K
Axq Capital, LP3,400$680.3K
Ami Asset Management Corp3,304$661.1K
Everence Capital Management Inc3,180$636.0K
Virtus ETF Advisers LLC3,028$605.8K
MQS Management LLC2,905$581.2K
Dark Forest Capital Management LP2,421$484.4K
SRB Corp2,162$432.6K
Fund Management at Engine No. 1 LLC2,144$429.0K
Pearl River Capital, LLC2,095$419.2K
Heartland Bank & Trust Co2,052$410.6K
Front Row Advisors LLC1,850$370.1K
WMS Partners, LLC1,811$362.3K
Moody National Bank Trust Division1,807$361.5K
Crestone Asset Management LLC1,777$355.5K
Ironsides Asset Advisors, LLC1,670$334.1K
Renasant Bank1,640$328.1K
KLCM Advisors, Inc.1,567$313.5K
Wesbanco Bank Inc1,514$302.9K
Papp L Roy & Associates1,495$299.1K
Banque Pictet & Cie SA1,466$293.3K
Argus Investors' Counsel, Inc.1,443$288.7K
HRT Financial LP1,381$276.0K
MainStreet Investment Advisors LLC1,348$269.7K
Parnassus Investments1,328$265.7K
Kornitzer Capital Management Inc1,321$264.3K
Personal Cfo Solutions, LLC1,290$258.2K
Advisor Resource Council1,282$256.5K
Great Lakes Retirement, Inc.1,268$253.7K
Pinnacle Wealth Management Advisory Group, LLC1,220$244.1K
Liberty Wealth Management LLC1,220$244.0K
Tiemann Investment Advisors, LLC1,147$229.5K
First Citizens Financial Corp1,142$228.5K
Clarius Group, LLC1,135$227.1K
Gitterman Wealth Management, LLC1,107$221.6K
Westshore Wealth, LLC1,100$220.1K
CWS Financial Advisors, LLC1,091$218.3K
Bridge Creek Capital Management LLC1,060$212.1K
Schechter Investment Advisors, LLC1,060$212.1K
Capital Advisors Inc1,057$211.5K
Gsa Capital Partners LLP1,053$211.0K
NTV Asset Management LLC1,053$210.7K
Monograph Wealth Advisors, LLC1,050$210.1K
Washington Trust Bank1,041$208.3K
Vicus Capital1,038$207.6K
Sendero Wealth Management, LLC1,036$207.3K
NewEdge Wealth, LLC1,033$206.7K
Aberdeen Wealth Management LLC1,032$206.5K
Tri Locum Partners LP1,020$204.1K
Court Place Advisors, LLC1,018$203.8K
NinePointTwo Capital1,015$203.0K
Drive Wealth Management, LLC1,008$201.6K
Fukoku Mutual Life Insurance Co1,000$200.1K
Mattern Wealth Management LLC1,000$200.1K
Hyman Charles D1,000$200.0K
Slocum, Gordon & Co LLP693$138.7K
Bessemer Securities LLC658$132.0K
Northwest Investment Counselors, LLC632$126.5K
VisionPoint Advisory Group, LLC205$41.1K
Crewe Advisors LLC180$36.0K
Riverview Trust Co149$29.8K
IMA Wealth, Inc.125$25.0K

Not filed for Q4 2023 yet (19)

Institutions that held Hershey Co at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HSY in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al212,850$42.6M
Bryn Mawr Trust Co121,106$24.2M
Pathstone Family Office, LLC11,419$2.28M
First Republic Investment Management, Inc.8,598$1.72M
Advisor Partners II, LLC7,003$1.40M
Odey Asset Management LLP6,541$1.31M
Ropes Wealth Advisors LLC6,426$1.29M
Mastrapasqua Asset Management Inc4,215$843.3K
Comerica Securities,inc.2,523$504.9K
Gyroscope Capital Management Group, LLC2,277$455.6K
J2 Capital Management Inc1,689$337.9K
Tradewinds, LLC.1,655$331.1K
Foster Dykema Cabot & Co Inc1,183$237.0K
Rothschild Investment Corp1,110$222.0K
Capital Financial Planning, LLC1,081$216.3K
WFA of San Diego, LLC937$187.5K
Column Capital Advisors, LLC246$49.3K
Sutton Wealth Advisors Inc.44$8.80K
Steward Financial Group LLC25$5.00K