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 30 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Physicians Financial Services, Inc. | 10,397 | $1.94M | 0.73% | +74+0.7% | Added |
| Verition Fund Management LLC | 10,435 | $1.95M | 0.02% | +2,994+40.2% | Added |
| AE Wealth Management LLC | 10,252 | $1.95M | 0.01% | −18−0.2% | Reduced |
| Colonial Trust Co | 10,515 | $1.96M | 0.41% | +946+9.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 10,530 | $1.96M | 0.58% | +10,530 | New |
| Silvercrest Asset Management Group LLC | 10,623 | $1.98M | 0.01% | −731−6.4% | Reduced |
| Metis Global Partners, LLC | 10,748 | $2.00M | 0.08% | +10.0% | Added |
| Quantinno Capital Management LP | 10,814 | $2.02M | 0.07% | −13,750−56.0% | Reduced |
| Prospera Financial Services Inc | 10,834 | $2.02M | 0.07% | −1,059−8.9% | Reduced |
| Stonebridge Capital Advisors LLC | 10,925 | $2.04M | 0.20% | +2,396+28.1% | Added |
| Cetera Advisors LLC | 11,043 | $2.06M | 0.03% | +51+0.5% | Added |
| Crossmark Global Holdings, Inc. | 11,322 | $2.11M | 0.04% | −256−2.2% | Reduced |
| Hilltop Holdings Inc. | 11,426 | $2.13M | 0.24% | +4,488+64.7% | Added |
| Candriam Luxembourg S.C.A. | 11,426 | $2.13M | 0.01% | −2,901−20.2% | Reduced |
| Absher Wealth Management, LLC | 11,442 | $2.13M | 0.32% | +3,303+40.6% | Added |
| Siemens Fonds Invest GmbH | 11,578 | $2.16M | 0.18% | +2,199+23.4% | Added |
| Rafferty Asset Management, LLC | 11,621 | $2.17M | 0.01% | +451+4.0% | Added |
| Tsai Capital Corp | 11,641 | $2.17M | 1.99% | +11,641 | New |
| Maryland State Retirement & Pension System | 11,665 | $2.17M | 0.04% | +416+3.7% | Added |
| Kentucky Retirement Systems | 11,992 | $2.24M | 0.07% | −45−0.4% | Reduced |
| Suncoast Equity Management | 12,005 | $2.24M | 0.30% | +427+3.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,067 | $2.25M | 0.25% | −10−0.1% | Reduced |
| Gulf International Bank (UK) Ltd | 12,086 | $2.25M | 0.06% | −1,358−10.1% | Reduced |
| Caxton Associates LP | 12,123 | $2.26M | 0.12% | +1,673+16.0% | Added |
| Concorde Financial Corp | 12,132 | $2.26M | 1.55% | +9,342+334.8% | Added |
| Cresset Asset Management, LLC | 12,155 | $2.27M | 0.01% | −2,719−18.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 12,198 | $2.27M | 0.14% | −16,564−57.6% | Reduced |
| Next Level Private LLC | 12,251 | $2.28M | 1.29% | 00.0% | Unchanged |
| Davenport & Co LLC | 12,274 | $2.29M | 0.02% | −2,411−16.4% | Reduced |
| Hohimer Wealth Management, LLC | 12,281 | $2.29M | 0.58% | +12,281 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,900 | $2.30M | 0.02% | +1,211+11.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 12,500 | $2.33M | 0.60% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 12,506 | $2.33M | 0.44% | +12,506 | New |
| Kestra Private Wealth Services, LLC | 12,622 | $2.35M | 0.06% | +1,416+12.6% | Added |
| Te Ahumairangi Investment Management Ltd | 12,712 | $2.37M | 0.45% | +700+5.8% | Added |
| Toth Financial Advisory Corp | 12,783 | $2.38M | 0.32% | −1,143−8.2% | Reduced |
| Liberty One Investment Management, LLC | 12,785 | $2.38M | 0.29% | +1,067+9.1% | Added |
| Teachers Retirement System of the State of Kentucky | 12,814 | $2.39M | 0.02% | −392−3.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,876 | $2.40M | 0.22% | −19,345−60.0% | Reduced |
| Weiss Asset Management LP | 12,887 | $2.40M | 0.17% | +12,887 | New |
| KCM Investment Advisors LLC | 13,038 | $2.43M | 0.10% | −315−2.4% | Reduced |
| Qsemble Capital Management, LP | 13,062 | $2.44M | 0.61% | −2,238−14.6% | Reduced |
| Elo Mutual Pension Insurance Co | 13,083 | $2.44M | 0.07% | +756+6.1% | Added |
| Allspring Global Investments Holdings, LLC | 13,153 | $2.45M | 0.00% | −3,315−20.1% | Reduced |
| Dearborn Partners LLC | 13,154 | $2.45M | 0.09% | +20.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,301 | $2.48M | 0.14% | −3,904−22.7% | Reduced |
| D.A. Davidson & Co. | 13,329 | $2.49M | 0.02% | +1,048+8.5% | Added |
| Captrust Financial Advisors | 13,377 | $2.49M | 0.01% | +1,159+9.5% | Added |
| JustInvest LLC | 13,593 | $2.53M | 0.07% | −1,018−7.0% | Reduced |
| Bokf, NA | 13,611 | $2.54M | 0.05% | −53−0.4% | Reduced |
| iA Global Asset Management Inc. | 13,615 | $2.54M | 0.06% | +3,790+38.6% | Added |
| Burney Co | 13,624 | $2.54M | 0.11% | +480+3.7% | Added |
| Summit Place Financial Advisors, LLC | 13,656 | $2.55M | 1.66% | +2,776+25.5% | Added |
| Venture Visionary Partners LLC | 13,689 | $2.55M | 0.14% | −360−2.6% | Reduced |
| Hamel Associates, Inc. | 13,832 | $2.58M | 0.91% | +5,377+63.6% | Added |
| Argyle Capital Management Inc. | 13,848 | $2.58M | 1.07% | −3,457−20.0% | Reduced |
| Chesley Taft & Associates LLC | 14,084 | $2.63M | 0.15% | −15−0.1% | Reduced |
| Cetera Investment Advisers | 14,124 | $2.63M | 0.02% | +688+5.1% | Added |
| Macquarie Group Ltd | 14,179 | $2.64M | 0.00% | +2,831+24.9% | Added |
| Two Sigma Securities, LLC | 14,180 | $2.64M | 0.12% | −10,295−42.1% | Reduced |
| Kempen Capital Management N.V. | 14,213 | $2.65M | 0.04% | +930+7.0% | Added |
| Boston Partners | 14,347 | $2.67M | 0.00% | −21,162−59.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 14,521 | $2.71M | 0.64% | +260+1.8% | Added |
| Poehling Capital Management, LLC | 14,558 | $2.71M | 0.86% | +14,558 | New |
| Hussman Strategic Advisors, Inc. | 14,700 | $2.74M | 0.62% | +14,700 | New |
| Jump Financial, LLC | 14,744 | $2.75M | 0.09% | −55,679−79.1% | Reduced |
| Eukles Asset Management | 14,942 | $2.79M | 1.32% | +69+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 14,972 | $2.79M | 0.00% | +618+4.3% | Added |
| Erste Asset Management GmbH | 15,252 | $2.81M | 0.04% | +6,934+83.4% | Added |
| Pittenger & Anderson Inc | 15,105 | $2.82M | 0.13% | +13,997+1,263.3% | Added |
| Rockefeller Capital Management L.P. | 15,152 | $2.82M | 0.01% | −6,994−31.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,169 | $2.83M | 0.04% | +2,646+21.1% | Added |
| Kennon-Green & Company, LLC | 15,173 | $2.83M | 2.88% | +1,062+7.5% | Added |
| Daiwa Securities Group Inc. | 15,226 | $2.84M | 0.02% | +2,775+22.3% | Added |
| Central Trust Co | 15,251 | $2.84M | 0.08% | −679−4.3% | Reduced |
| Spears Abacus Advisors LLC | 15,611 | $2.91M | 0.23% | +13,661+700.6% | Added |
| Brookstone Capital Management | 15,653 | $2.92M | 0.06% | +750+5.0% | Added |
| Dakota Wealth Management | 15,718 | $2.93M | 0.11% | +13,389+574.9% | Added |
| Carret Asset Management, LLC | 15,800 | $2.95M | 0.38% | +2,100+15.3% | Added |
| Cape Cod Five Cents Savings Bank | 15,833 | $2.95M | 0.30% | −14,401−47.6% | Reduced |
| Value Partners Investments Inc. | 15,809 | $2.95M | 0.24% | +15,809 | New |
| Desjardins Global Asset Management Inc. | 15,919 | $2.97M | 0.32% | −135,842−89.5% | Reduced |
| Monte Financial Group, LLC | 16,036 | $2.99M | 1.40% | +16,036 | New |
| 1832 Asset Management L.P. | 16,245 | $3.03M | 0.01% | +113+0.7% | Added |
| Intact Investment Management Inc. | 16,300 | $3.04M | 0.12% | +16,300 | New |
| InterOcean Capital Group, LLC | 16,398 | $3.06M | 0.08% | +5,182+46.2% | Added |
| JLB & Associates Inc | 16,495 | $3.08M | 0.44% | +429+2.7% | Added |
| Oregon Public Employees Retirement Fund | 17,002 | $3.17M | 0.06% | −14,743−46.4% | Reduced |
| Amica Mutual Insurance Co | 17,075 | $3.18M | 0.34% | +17,075 | New |
| Bridgeway Capital Management, LLC | 17,100 | $3.19M | 0.07% | −1,000−5.5% | Reduced |
| Alaska Permanent Fund Corp | 17,174 | $3.20M | 0.05% | +267+1.6% | Added |
| Culbertson A N & Co Inc | 17,237 | $3.21M | 0.60% | −105−0.6% | Reduced |
| British Columbia Investment Management Corp | 17,249 | $3.22M | 0.03% | +3,861+28.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 17,300 | $3.23M | 0.15% | +3,060+21.5% | Added |
| Schonfeld Strategic Advisors LLC | 17,326 | $3.23M | 0.03% | −5,874−25.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 17,480 | $3.24M | 0.06% | +8,500+94.7% | Added |
| Coston, McIsaac & Partners | 17,468 | $3.26M | 1.13% | +665+4.0% | Added |
| Spectrum Wealth Counsel, LLC | 17,527 | $3.27M | 0.45% | +17,527 | New |
| Nissay Asset Management Corp | 17,571 | $3.28M | 0.03% | +1,231+7.5% | Added |
| Advisors Asset Management, Inc. | 17,580 | $3.28M | 0.07% | +7,843+80.5% | Added |