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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.

13F holders, Q4 2023

Institutional positions in Hershey Co as of Dec 31, 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
1,352
+70 vs. Q3 2023
Shares held
116.7M
−518.8K (−0.4%) vs. Q3 2023
Total value
$21.8B
−$1.72B (−7.3%) vs. Q3 2023
New holders
185
472 more added
Sold out
115
444 more reduced

19 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,352 institutions
Q1 2021: 1,007 institutionsQ2 2021: 1,040 institutionsQ3 2021: 1,040 institutionsQ4 2021: 1,138 institutionsQ1 2022: 1,191 institutionsQ2 2022: 1,212 institutionsQ3 2022: 1,228 institutionsQ4 2022: 1,294 institutionsQ1 2023: 1,337 institutionsQ2 2023: 1,357 institutionsQ3 2023: 1,301 institutionsQ4 2023: 1,352 institutionsQ1 2024: 1,362 institutionsQ2 2024: 1,384 institutionsQ3 2024: 1,400 institutionsQ4 2024: 1,349 institutionsQ1 2025: 1,348 institutionsQ2 2025: 1,314 institutionsQ3 2025: 1,360 institutionsQ4 2025: 1,415 institutionsQ1 2026: 1,480 institutionsQ2 2026: 1,417 institutions
Value heldQ4 2023: $21.8B
Q1 2021: $17.3BQ2 2021: $19.0BQ3 2021: $18.6BQ4 2021: $21.0BQ1 2022: $23.8BQ2 2022: $24.1BQ3 2022: $24.9BQ4 2022: $26.2BQ1 2023: $29.4BQ2 2023: $29.4BQ3 2023: $23.5BQ4 2023: $21.8BQ1 2024: $22.8BQ2 2024: $21.6BQ3 2024: $23.6BQ4 2024: $20.6BQ1 2025: $21.0BQ2 2025: $21.3BQ3 2025: $23.7BQ4 2025: $23.2BQ1 2026: $25.9BQ2 2026: $22.8B
Institutions holding HSY and their total value by quarter
QuarterHoldersValue
Q2 20261,417$22.8B
Q1 20261,480$25.9B
Q4 20251,415$23.2B
Q3 20251,360$23.7B
Q2 20251,314$21.3B
Q1 20251,348$21.0B
Q4 20241,349$20.6B
Q3 20241,400$23.6B
Q2 20241,384$21.6B
Q1 20241,362$22.8B
Q4 20231,352$21.8B
Q3 20231,301$23.5B
Q2 20231,357$29.4B
Q1 20231,337$29.4B
Q4 20221,294$26.2B
Q3 20221,228$24.9B
Q2 20221,212$24.1B
Q1 20221,191$23.8B
Q4 20211,138$21.0B
Q3 20211,040$18.6B
Q2 20211,040$19.0B
Q1 20211,007$17.3B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q3 2023.

Institutions holding HSY in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Householder Group Estate & Retirement Specialist, LLC3$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$50.00%0New
Sofos Investments, Inc.0$60.00%0Unchanged
ZRC Wealth Management, LLC0$100.00%0Unchanged
Tfo-TDC, LLC1$1860.00%−3−75.0%Reduced
Carolina Wealth Advisors, LLC1$1860.00%00.0%Unchanged
Valued Wealth Advisors LLC1$2010.00%+1New
WestEnd Advisors, LLC2$3730.00%00.0%Unchanged
Evermay Wealth Management LLC2$3730.00%+2New
Cherry Tree Wealth Management, LLC6$1.12K0.00%00.0%Unchanged
Whittier Trust Co7$1.30K0.00%−21−75.0%Reduced
Tennessee Valley Asset Management Partners7$1.30K0.00%+7New
DiNuzzo Private Wealth, Inc.7$1.31K0.00%+7New
Voisard Asset Management Group, Inc.7$1.33K0.00%+7New
Dunhill Financial, LLC9$1.66K0.00%+9New
Robbins Farley LLC9$1.68K0.00%+4+80.0%Added
China Universal Asset Management Co., Ltd.10$1.86K0.00%00.0%Unchanged
Arlington Trust Co LLC10$1.86K0.00%+3+42.9%Added
SJS Investment Consulting Inc.10$1.86K0.00%+2+25.0%Added
Capital Advisors, Ltd. LLC12$2.00K0.00%−34−73.9%Reduced
Avion Wealth13$2.00K0.00%+7+116.7%Added
Longfellow Investment Management Co LLC11$2.05K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.11$2.05K0.00%00.0%Unchanged
West Paces Advisors Inc.12$2.24K0.00%+7+140.0%Added
Lam Group, Inc.13$2.42K0.00%00.0%Unchanged
Aspect Partners, LLC14$2.61K0.00%+14New
Beacon Capital Management, LLC14$2.72K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.15$2.77K0.00%00.0%Unchanged
Copeland Capital Management, LLC15$2.80K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.16$2.93K0.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc16$2.98K0.00%00.0%Unchanged
Grove Bank & Trust17$3.17K0.00%00.0%Unchanged
Stone House Investment Management, LLC17$3.17K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC17$3.17K0.00%−6−26.1%Reduced
Coppell Advisory Solutions LLC18$3.36K0.00%+6+50.0%Added
Scarborough Advisors, LLC21$3.92K0.00%+21New
Nemes Rush Group LLC22$4.10K0.00%00.0%Unchanged
PayPay Securities Corp22$4.14K0.20%+4+22.2%Added
Raffa Wealth Management, LLC23$4.29K0.00%00.0%Unchanged
Norwood Financial Corp25$4.66K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.25$4.66K0.00%+21+525.0%Added
Planning Capital Management Corp25$4.66K0.00%+25New
HighMark Wealth Management LLC28$5.22K0.00%−16−36.4%Reduced
Aspire Private Capital, LLC28$5.23K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.29$5.46K0.00%00.0%Unchanged
Life Planning Partners, Inc30$5.59K0.01%+30New
Partnership Wealth Management, LLC29$5.61K0.00%+29New
Red Tortoise LLC32$5.97K0.00%00.0%Unchanged
Larson Financial Group LLC33$6.15K0.00%−140−80.9%Reduced
Globeflex Capital L P34$6.34K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC35$6.53K0.01%+35New
American Capital Advisory, LLC35$6.53K0.00%+35New
Annis Gardner Whiting Capital Advisors, LLC37$6.90K0.00%−33−47.1%Reduced
Dividend Assets Capital, LLC40$7.00K0.00%−31−43.7%Reduced
McIlrath & Eck, LLC40$7.46K0.00%00.0%Unchanged
Financial Management Professionals, Inc.44$8.00K0.00%−43−49.4%Reduced
Eagle Bay Advisors LLC43$8.02K0.01%−5−10.4%Reduced
Kozak & Associates, Inc.44$8.45K0.00%00.0%Unchanged
Abound Wealth Management46$8.58K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC48$8.95K0.01%+48New
GW&K Investment Management, LLC50$9.00K0.00%+6+13.6%Added
Institutional & Family Asset Management, LLC50$9.32K0.00%−50−50.0%Reduced
Piscataqua Savings Bank50$9.32K0.01%00.0%Unchanged
Greenwood Gearhart Inc50$9.32K0.00%+50New
Hoese & Co LLP50$9.40K0.01%00.0%Unchanged
Planned Solutions, Inc.52$9.70K0.00%+52New
Valley National Advisers Inc54$10.0K0.00%00.0%Unchanged
Garner Asset Management Corp51$10.6K0.01%+51New
Insight Financial Services57$10.6K0.01%00.0%Unchanged
Stephens Consulting, LLC57$10.6K0.00%00.0%Unchanged
Bromfield Sneider Wealth Advisors60$11.2K0.01%00.0%Unchanged
Trifecta Capital Advisors, LLC63$11.7K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC67$12.6K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC69$12.8K0.00%+28+68.3%Added
Venturi Wealth Management, LLC69$12.9K0.00%−30−30.3%Reduced
Private Wealth Management Group, LLC69$12.9K0.01%+69New
Asset Dedication, LLC69$13.0K0.00%00.0%Unchanged
Baldwin Brothers Inc75$14.0K0.00%−25−25.0%Reduced
Kessler Investment Group, LLC75$14.0K0.01%00.0%Unchanged
Loomis Sayles & Co L P82$15.0K0.00%+39+90.7%Added
BBJS Financial Advisors, LLC85$15.8K0.01%+85New
REAP Financial Group, LLC85$15.9K0.00%+85New
Addison Advisors LLC88$16.4K0.01%+43+95.6%Added
Webster Bank, N. A.90$16.8K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC97$18.1K0.00%+97New
O'Dell Group, LLC97$18.1K0.00%+97New
GHP Investment Advisors, Inc.100$18.6K0.00%−52−34.2%Reduced
Riggs Asset Managment Co. Inc.100$18.6K0.01%00.0%Unchanged
Sittner & Nelson, LLC100$18.6K0.01%00.0%Unchanged
Financial Freedom, LLC100$18.6K0.01%00.0%Unchanged
EntryPoint Capital, LLC100$18.6K0.02%+100New
PrairieView Partners, LLC100$19.0K0.00%00.0%Unchanged
Livelsberger Financial Advisory103$19.2K0.02%+103New
Burkett Financial Services, LLC108$20.2K0.01%+108New
CVA Family Office, LLC109$20.3K0.00%+109New
West Branch Capital LLC111$20.7K0.01%+3+2.8%Added
BKM Wealth Management, LLC112$20.9K0.01%+112New
Fortitude Family Office, LLC114$21.3K0.02%+114New
New England Capital Financial Advisors LLC117$21.7K0.01%−20−14.6%Reduced
Ofi Invest Asset Management129$21.8K0.00%00.0%Unchanged