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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
Plante Moran Financial Advisors, LLC125$23.3K0.00%−202−61.8%Reduced
Pinnacle Bancorp, Inc.125$23.3K0.01%00.0%Unchanged
Quent Capital, LLC126$23.5K0.00%+11+9.6%Added
Kelly Financial Services LLC127$23.7K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc128$23.9K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC129$24.1K0.00%00.0%Unchanged
PFS Partners, LLC130$24.2K0.02%+1+0.8%Added
Main Street Group, LTD135$25.2K0.01%+135New
Caitlin John, LLC136$25.3K0.02%+136New
Castleview Partners, LLC139$25.9K0.02%+139New
Gradient Investments LLC146$27.2K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.148$27.6K0.01%00.0%Unchanged
Retirement Group, LLC149$27.8K0.01%+1+0.7%Added
Indiana Trust & Investment Management CO150$28.0K0.01%00.0%Unchanged
First Personal Financial Services150$28.0K0.01%00.0%Unchanged
Rockbridge Investment Management, LCC150$28.0K0.00%+150New
Financial Avengers, Inc.154$28.7K0.02%+1+0.7%Added
First Financial Corp157$29.3K0.01%+157New
Covestor Ltd159$30.0K0.02%00.0%Unchanged
Bangor Savings Bank162$30.2K0.00%00.0%Unchanged
Highlander Capital Management, LLC169$31.5K0.01%+94+125.3%Added
Rakuten Securities, Inc.170$31.7K0.03%+170New
Thompson Investment Management, Inc.175$32.6K0.01%00.0%Unchanged
Washington Trust Co179$33.4K0.00%+29+19.3%Added
Quarry LP184$34.3K0.02%+184New
Prestige Wealth Management Group LLC191$35.6K0.01%00.0%Unchanged
Smartleaf Asset Management LLC197$36.3K0.01%+197New
Pacific Center for Financial Services196$36.5K0.01%00.0%Unchanged
Compass Wealth Management LLC196$36.5K0.01%00.0%Unchanged
Old Second National Bank of Aurora200$37.3K0.01%00.0%Unchanged
Laffer Tengler Investments200$37.3K0.01%00.0%Unchanged
Community Bank, N.A.200$37.3K0.00%00.0%Unchanged
Transcendent Capital Group LLC200$37.3K0.02%+200New
Creative Financial Designs Inc201$37.5K0.00%−634−75.9%Reduced
Pacifica Partners Inc.200$37.6K0.02%00.0%Unchanged
EverSource Wealth Advisors, LLC207$38.6K0.00%+12+6.2%Added
Bell Investment Advisors, Inc208$38.8K0.01%−19−8.4%Reduced
Kepos Capital LP208$39.0K0.01%+44+26.8%Added
Frazier Financial Advisors, LLC211$39.3K0.03%+211New
Close Asset Management Ltd214$40.0K0.00%+56+35.4%Added
Johnson Financial Group, Inc.215$40.1K0.00%00.0%Unchanged
CNB Bank225$41.9K0.02%00.0%Unchanged
Sugarloaf Wealth Management, LLC229$42.7K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC234$43.6K0.04%+234New
Bare Financial Services, Inc238$44.4K0.09%+238New
Armstrong Advisory Group, Inc240$44.7K0.00%00.0%Unchanged
Orion Capital Management LLC250$46.6K0.03%00.0%Unchanged
Trivant Custom Portfolio Group, LLC250$46.6K0.03%+250New
AlphaMark Advisors, LLC250$47.0K0.02%00.0%Unchanged
Baystate Wealth Management LLC253$47.4K0.00%+1+0.4%Added
FinTrust Capital Advisors, LLC258$48.1K0.01%−10−3.7%Reduced
North Star Investment Management Corp.263$49.0K0.00%00.0%Unchanged
West Tower Group, LLC264$49.2K0.10%+75+39.7%Added
Center for Financial Planning, Inc.264$49.2K0.01%00.0%Unchanged
MB, Levis & Associates, LLC266$49.6K0.03%+2+0.8%Added
Glass Jacobson Investment Advisors llc266$49.6K0.02%00.0%Unchanged
Costello Asset Management, INC275$51.3K0.04%+150+120.0%Added
JJJ Advisors Inc.283$52.8K0.01%−16−5.4%Reduced
GPS Wealth Strategies Group, LLC286$53.3K0.01%+286New
Salomon & Ludwin, LLC270$54.0K0.01%00.0%Unchanged
Concord Wealth Partners291$54.3K0.01%−68−18.9%Reduced
Glassman Wealth Services309$57.6K0.01%+4+1.3%Added
Gleason Group, Inc.310$57.7K0.01%+2+0.6%Added
Delta Asset Management LLC310$57.8K0.01%−25−7.5%Reduced
Cranbrook Wealth Management, LLC314$58.5K0.02%00.0%Unchanged
Raleigh Capital Management Inc.316$58.9K0.03%+54+20.6%Added
Global Wealth Management Investment Advisory, Inc.325$60.5K0.02%00.0%Unchanged
Morton Brown Family Wealth, LLC327$61.0K0.03%+300+1,111.1%Added
BOK Financial Private Wealth, Inc.330$61.5K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC346$64.5K0.01%00.0%Unchanged
First Horizon Advisors, Inc.349$65.1K0.00%−430−55.2%Reduced
Creative Capital Management Investments LLC350$65.2K0.04%00.0%Unchanged
Princeton Global Asset Management LLC357$66.5K0.02%+1+0.3%Added
Brown Brothers Harriman & Co365$68.1K0.00%−55−13.1%Reduced
Rakuten Investment Management, Inc.370$68.1K0.00%+370New
Evolution Advisers, Inc.377$72.0K0.05%+2+0.5%Added
Rosenberg Matthew Hamilton394$73.5K0.02%+94+31.3%Added
Estabrook Capital Management400$74.6K0.01%00.0%Unchanged
Twin Lakes Capital Management, LLC400$74.6K0.05%00.0%Unchanged
Ruedi Wealth Management, Inc.400$74.6K0.04%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA400$74.6K0.03%+400New
Ancora Advisors, LLC406$75.7K0.00%00.0%Unchanged
Lindbrook Capital, LLC408$76.1K0.01%−1,460−78.2%Reduced
Mendota Financial Group, LLC412$76.8K0.06%+412New
Sound Income Strategies, LLC429$79.9K0.01%+426+14,200.0%Added
Wetzel Investment Advisors, Inc.430$80.0K0.05%+430New
Independence Bank of Kentucky440$82.0K0.03%+65+17.3%Added
New Millennium Group LLC445$83.0K0.07%−73−14.1%Reduced
MCF Advisors LLC450$83.9K0.01%00.0%Unchanged
Bellevue Asset Management, LLC450$83.9K0.07%00.0%Unchanged
Versant Capital Management, Inc450$83.9K0.03%+1+0.2%Added
Clearstead Advisors, LLC453$84.5K0.00%+22+5.1%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC474$88.4K0.01%00.0%Unchanged
Plato Investment Management Ltd478$89.1K0.11%+478New
Laurel Wealth Advisors LLC482$89.9K0.02%00.0%Unchanged
Alta Advisers Ltd500$93.2K0.05%00.0%Unchanged
Adirondack Trust Co497$93.4K0.04%+138+38.4%Added
Hexagon Capital Partners LLC502$93.4K0.02%+2+0.4%Added
Hollencrest Capital Management505$94.1K0.01%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.515$96.0K0.00%+465+930.0%Added