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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 17,614 | $3.28M | 0.04% | +8,665+96.8% | Added |
| Ossiam | 17,780 | $3.31M | 0.05% | −106,742−85.7% | Reduced |
| GPM Growth Investors, Inc. | 17,877 | $3.33M | 1.57% | +17,877 | New |
| GWM Advisors LLC | 17,879 | $3.36M | 0.03% | −123,604−87.4% | Reduced |
| Empowered Funds, LLC | 18,045 | $3.36M | 0.08% | +5,130+39.7% | Added |
| Quantbot Technologies LP | 18,049 | $3.37M | 0.20% | +18,049 | New |
| Private Advisor Group, LLC | 18,080 | $3.37M | 0.03% | +3,769+26.3% | Added |
| Johnson Investment Counsel Inc | 18,251 | $3.40M | 0.04% | +1,023+5.9% | Added |
| American Trust | 18,314 | $3.41M | 0.25% | −316−1.7% | Reduced |
| Donaldson Capital Management, LLC | 18,321 | $3.42M | 0.15% | −478−2.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,339 | $3.42M | 0.05% | −21,039−53.4% | Reduced |
| Bath Savings Trust Co | 18,602 | $3.47M | 0.39% | −295−1.6% | Reduced |
| Axxcess Wealth Management, LLC | 18,683 | $3.48M | 0.10% | −1,809−8.8% | Reduced |
| AdvisorShares Investments LLC | 18,718 | $3.49M | 0.82% | +6,032+47.5% | Added |
| HGK Asset Management Inc | 18,789 | $3.50M | 0.81% | +18,789 | New |
| Mesirow Financial Investment Management, Inc. | 19,232 | $3.59M | 0.13% | +19,232 | New |
| Wellington Management Group LLP | 19,251 | $3.59M | 0.00% | −13,827−41.8% | Reduced |
| CIBC World Markets Corp | 19,294 | $3.60M | 0.02% | −17,155−47.1% | Reduced |
| Mercer Global Advisors Inc | 19,410 | $3.62M | 0.01% | +673+3.6% | Added |
| Fragasso Group Inc. | 19,455 | $3.63M | 0.33% | +4,248+27.9% | Added |
| Pathstone Holdings, LLC | 19,599 | $3.65M | 0.02% | +19,599 | New |
| Alpine Woods Capital Investors, LLC | 19,611 | $3.66M | 0.55% | −1,474−7.0% | Reduced |
| Aigen Investment Management, LP | 19,814 | $3.69M | 0.66% | +11,533+139.3% | Added |
| Bright Rock Capital Management, LLC | 20,000 | $3.73M | 0.84% | 00.0% | Unchanged |
| Putnam Investments LLC | 20,029 | $3.73M | 0.00% | −25,120−55.6% | Reduced |
| Haverford Trust Co | 20,231 | $3.77M | 0.04% | +15,395+318.3% | Added |
| AMG National Trust Bank | 20,434 | $3.81M | 0.12% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 20,497 | $3.82M | 0.07% | +15,834+339.6% | Added |
| CIBC Private Wealth Group, LLC | 20,569 | $3.83M | 0.01% | +626+3.1% | Added |
| Deane Retirement Strategies, Inc. | 20,619 | $3.84M | 2.10% | +20,619 | New |
| Kestra Advisory Services, LLC | 20,651 | $3.85M | 0.03% | +2,335+12.7% | Added |
| Atria Wealth Solutions, Inc. | 20,776 | $3.87M | 0.05% | −521−2.4% | Reduced |
| Twinbeech Capital LP | 20,987 | $3.91M | 0.06% | +9,127+77.0% | Added |
| Numerai GP LLC | 21,034 | $3.92M | 1.39% | +7,730+58.1% | Added |
| Cerity Partners LLC | 21,086 | $3.93M | 0.01% | +8,249+64.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,109 | $3.94M | 0.05% | +156+0.7% | Added |
| MML Investors Services, LLC | 21,162 | $3.94M | 0.02% | +2,637+14.2% | Added |
| Advisory Services Network, LLC | 21,335 | $3.98M | 0.10% | +4,537+27.0% | Added |
| Fortis Group Advisors, LLC | 16,223 | $4.03M | 1.00% | +732+4.7% | Added |
| Public Employees Retirement Association of Colorado | 21,605 | $4.03M | 0.02% | −476−2.2% | Reduced |
| Edgestream Partners, L.P. | 21,634 | $4.03M | 0.29% | +17,815+466.5% | Added |
| Fiduciary Trust Co | 21,738 | $4.05M | 0.07% | +100+0.5% | Added |
| Peapack Gladstone Financial Corp | 21,772 | $4.06M | 0.07% | −433−2.0% | Reduced |
| Beacon Pointe Advisors, LLC | 21,786 | $4.06M | 0.05% | +553+2.6% | Added |
| DT Investment Partners, LLC | 20,645 | $4.07M | 0.44% | −70−0.3% | Reduced |
| Evexia Wealth LLC | 20,631 | $4.08M | 1.72% | +646+3.2% | Added |
| Natixis | 21,936 | $4.09M | 0.03% | −14,066−39.1% | Reduced |
| Reliant Investment Management, LLC | 22,380 | $4.17M | 2.12% | +22,380 | New |
| Engineers Gate Manager LP | 22,689 | $4.23M | 0.12% | −27,411−54.7% | Reduced |
| CIBC World Markets Inc. | 22,747 | $4.24M | 0.01% | +11,563+103.4% | Added |
| Virtu Financial LLC | 22,857 | $4.26M | 0.34% | +22,857 | New |
| Sand Hill Global Advisors, LLC | 23,181 | $4.32M | 0.21% | +296+1.3% | Added |
| Mengis Capital Management, Inc. | 23,235 | $4.33M | 0.81% | +9,300+66.7% | Added |
| Vontobel Holding Ltd. | 23,402 | $4.36M | 0.04% | +6,759+40.6% | Added |
| Los Angeles Capital Management LLC | 23,418 | $4.37M | 0.02% | −256,371−91.6% | Reduced |
| Providence Capital Advisors, LLC | 23,422 | $4.37M | 1.05% | +412+1.8% | Added |
| New York Life Investment Management LLC | 23,455 | $4.37M | 0.04% | +145+0.6% | Added |
| Terril Brothers, Inc. | 23,738 | $4.43M | 1.57% | +23,738 | New |
| Equitable Holdings, Inc. | 23,782 | $4.43M | 0.05% | +1,661+7.5% | Added |
| Rodgers Brothers Inc. | 23,825 | $4.44M | 0.70% | +3,204+15.5% | Added |
| Mutual of America Capital Management LLC | 24,105 | $4.49M | 0.05% | +529+2.2% | Added |
| Wealthfront Advisers LLC | 24,129 | $4.50M | 0.02% | −14,795−38.0% | Reduced |
| Covington Investment Advisors Inc. | 24,209 | $4.51M | 0.82% | +1,446+6.4% | Added |
| Swiss Life Asset Management Ltd | 24,235 | $4.53M | 0.05% | −20,947−46.4% | Reduced |
| Portland Global Advisors LLC | 24,305 | $4.53M | 0.68% | +1,625+7.2% | Added |
| PGGM Investments | 24,331 | $4.54M | 0.07% | −2,092−7.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 24,351 | $4.54M | 1.00% | +24,351 | New |
| Bell Asset Management Ltd | 24,519 | $4.57M | 0.70% | +24,519 | New |
| Varma Mutual Pension Insurance Co | 24,600 | $4.59M | 0.05% | −400−1.6% | Reduced |
| ProShare Advisors LLC | 24,967 | $4.65M | 0.01% | −2,121−7.8% | Reduced |
| Atria Investments LLC | 24,969 | $4.66M | 0.07% | +4,312+20.9% | Added |
| Stansberry Asset Management, LLC | 25,006 | $4.66M | 0.77% | −127−0.5% | Reduced |
| Yousif Capital Management, LLC | 25,221 | $4.70M | 0.06% | −3,819−13.2% | Reduced |
| Quadrature Capital Ltd | 25,352 | $4.73M | 0.09% | −103,468−80.3% | Reduced |
| Van Eck Associates Corp | 25,389 | $4.73M | 0.01% | +2,041+8.7% | Added |
| Granite Bay Wealth Management, LLC | 25,064 | $4.75M | 0.04% | +34+0.1% | Added |
| Utah Retirement Systems | 25,994 | $4.85M | 0.06% | +600+2.4% | Added |
| Wilkins Investment Counsel Inc | 26,010 | $4.85M | 1.18% | −240−0.9% | Reduced |
| Czech National Bank | 26,251 | $4.89M | 0.07% | +59+0.2% | Added |
| Point72 Hong Kong Ltd | 26,366 | $4.92M | 0.30% | +26,366 | New |
| Baltimore-Washington Financial Advisors, Inc. | 26,611 | $4.96M | 0.34% | +801+3.1% | Added |
| American Trust Investment Advisors, LLC | 26,624 | $4.96M | 2.58% | +26,624 | New |
| Heritage Investors Management Corp | 26,758 | $4.99M | 0.19% | +1,855+7.4% | Added |
| Benedict Financial Advisors Inc | 26,919 | $5.02M | 1.37% | +1,221+4.8% | Added |
| Dean Investment Associates, LLC | 26,925 | $5.02M | 0.72% | +17,597+188.6% | Added |
| Oppenheimer & Co Inc | 27,310 | $5.09M | 0.09% | +6,139+29.0% | Added |
| Strategic Global Advisors, LLC | 27,362 | $5.10M | 1.17% | −19,026−41.0% | Reduced |
| Central Bank & Trust Co | 27,583 | $5.14M | 0.80% | −70.0% | Reduced |
| Glenmede Trust Co NA | 27,624 | $5.15M | 0.03% | −106−0.4% | Reduced |
| Simplex Trading, LLC | 27,729 | $5.17M | 0.16% | −8,398−23.2% | Reduced |
| Colonial Trust Advisors | 27,866 | $5.20M | 0.55% | +2,813+11.2% | Added |
| M&T Bank Corp | 27,980 | $5.22M | 0.02% | −301−1.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 28,028 | $5.23M | 0.02% | +22,851+441.4% | Added |
| Pacer Advisors, Inc. | 28,561 | $5.32M | 0.02% | +13,795+93.4% | Added |
| Achmea Investment Management B.V. | 28,566 | $5.33M | 0.11% | −59,961−67.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 28,985 | $5.40M | 0.70% | +28,985 | New |
| Madison Asset Management, LLC | 29,451 | $5.49M | 0.07% | +28,386+2,665.4% | Added |
| Grimes & Company, Inc. | 29,452 | $5.49M | 0.18% | +2,173+8.0% | Added |
| Federation des caisses Desjardins du Quebec | 29,565 | $5.51M | 0.05% | +21,903+285.9% | Added |
| Appleton Partners Inc | 29,581 | $5.51M | 0.44% | −2,058−6.5% | Reduced |