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.
| 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 |
|---|---|---|---|---|---|
| Elgethun Capital Management | 526 | $98.1K | 0.03% | +3+0.6% | Added |
| Peoples Financial Services Corp. | 529 | $98.6K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 540 | $100.7K | 0.02% | +45+9.1% | Added |
| Tyler-Stone Wealth Management | 543 | $101.3K | 0.05% | 00.0% | Unchanged |
| BFSG, LLC | 550 | $102.5K | 0.01% | +550 | New |
| TCTC Holdings, LLC | 558 | $104.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 561 | $104.6K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 565 | $105.0K | 0.01% | −9−1.6% | Reduced |
| Pathway Financial Advisers, LLC | 565 | $105.3K | 0.04% | +44+8.4% | Added |
| Bank of New Hampshire | 580 | $108.1K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 586 | $109.0K | 0.02% | −100−14.6% | Reduced |
| City Holding Co | 596 | $111.1K | 0.02% | 00.0% | Unchanged |
| Blackhill Capital Inc | 600 | $111.9K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 645 | $120.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 660 | $123.1K | 0.02% | +101+18.1% | Added |
| Manchester Capital Management LLC | 667 | $124.4K | 0.02% | +17+2.6% | Added |
| Deseret Mutual Benefit Administrators | 669 | $124.7K | 0.07% | −222−24.9% | Reduced |
| LGT Financial Advisors LLC | 673 | $125.6K | 0.15% | +13+2.0% | Added |
| American National Bank | 685 | $127.7K | 0.02% | +641+1,456.8% | Added |
| Anchor Investment Management, LLC | 688 | $128.3K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 694 | $129.4K | 0.09% | −10−1.4% | Reduced |
| Penserra Capital Management LLC | 700 | $130.0K | 0.00% | −146−17.3% | Reduced |
| AlphaCentric Advisors LLC | 731 | $136.3K | 0.09% | −103−12.4% | Reduced |
| JFS Wealth Advisors, LLC | 747 | $139.3K | 0.01% | −2−0.3% | Reduced |
| Centaurus Financial, Inc. | 749 | $140.0K | 0.01% | −100−11.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 754 | $141.0K | 0.07% | +54+7.7% | Added |
| Global Retirement Partners, LLC | 737 | $141.2K | 0.01% | +59+8.7% | Added |
| Private Ocean, LLC | 762 | $142.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 767 | $143.0K | 0.01% | +767 | New |
| RE Advisers Corp | 785 | $146.4K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 786 | $146.6K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 786 | $147.0K | 0.06% | −84−9.7% | Reduced |
| Advantage Trust Co | 800 | $149.2K | 0.12% | +800 | New |
| AJOVista, LLC | 821 | $153.1K | 0.19% | +821 | New |
| Ronald Blue Trust, Inc. | 768 | $154.0K | 0.00% | +85+12.4% | Added |
| Shell Asset Management Co | 840 | $157.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 863 | $160.9K | 0.02% | +42+5.1% | Added |
| Hantz Financial Services, Inc. | 867 | $162.0K | 0.00% | +53+6.5% | Added |
| ORG Partners LLC | 894 | $166.6K | 0.03% | +894 | New |
| Harbor Investment Advisory, LLC | 901 | $168.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 915 | $171.0K | 0.03% | +1+0.1% | Added |
| Lowe Wealth Advisors, LLC | 932 | $173.8K | 0.09% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 980 | $182.7K | 0.04% | −258−20.8% | Reduced |
| Rothschild Investment LLC | 985 | $183.6K | 0.02% | +985 | New |
| V-Square Quantitative Management LLC | 987 | $184.0K | 0.04% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,000 | $186.0K | 0.09% | +1,000 | New |
| Hills Bank & Trust Co | 1,014 | $189.1K | 0.02% | −156−13.3% | Reduced |
| Tandem Wealth Advisors LLC | 1,016 | $189.4K | 0.11% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,031 | $192.0K | 0.43% | +1,031 | New |
| Knights of Columbus Asset Advisors LLC | 1,035 | $193.0K | 0.01% | +211+25.6% | Added |
| TD Private Client Wealth LLC | 1,041 | $194.1K | 0.01% | −308−22.8% | Reduced |
| CX Institutional | 1,049 | $195.6K | 0.01% | −3,275−75.7% | Reduced |
| Headlands Technologies LLC | 1,068 | $199.1K | 0.06% | +832+352.5% | Added |
| Quadrant Private Wealth Management, LLC | 1,073 | $200.1K | 0.06% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 1,075 | $200.4K | 0.03% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,078 | $201.0K | 0.01% | +6+0.6% | Added |
| M. Kulyk & Associates, LLC | 1,080 | $201.4K | 0.05% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,090 | $203.2K | 0.01% | −83−7.1% | Reduced |
| Benjamin Edwards Inc | 1,092 | $204.0K | 0.04% | +651+147.6% | Added |
| St Germain D J Co Inc | 1,095 | $204.2K | 0.01% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,096 | $204.3K | 0.07% | +1,096 | New |
| W Advisors, LLC | 1,097 | $204.5K | 0.15% | +4+0.4% | Added |
| Farmers National Bank | 1,100 | $205.1K | 0.07% | −25−2.2% | Reduced |
| First City Capital Management, Inc. | 1,100 | $205.1K | 0.12% | 00.0% | Unchanged |
| Towercrest Capital Management | 1,100 | $205.1K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 1,100 | $205.1K | 0.09% | −33−2.9% | Reduced |
| Alliance Wealth Management Group | 1,100 | $205.1K | 0.06% | +1,100 | New |
| TownSquare Capital, LLC | 1,101 | $205.3K | 0.00% | −60−5.2% | Reduced |
| Collective Family Office LLC | 1,102 | $205.5K | 0.07% | +1,102 | New |
| Belpointe Asset Management LLC | 1,105 | $206.1K | 0.02% | −620−35.9% | Reduced |
| Rehmann Capital Advisory Group | 1,105 | $206.1K | 0.02% | −51−4.4% | Reduced |
| Taylor Hoffman Wealth Management | 1,111 | $207.1K | 0.09% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,111 | $207.1K | 0.01% | +334+43.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,129 | $210.5K | 0.02% | +1,129 | New |
| Running Point Capital Advisors, LLC | 1,130 | $210.7K | 0.10% | +45+4.1% | Added |
| Oracle Alpha Inc. | 1,135 | $211.6K | 0.27% | +1,135 | New |
| Wealth Alliance | 1,137 | $212.0K | 0.03% | +99+9.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,138 | $212.1K | 0.04% | +58+5.4% | Added |
| Kinneret Advisory, LLC | 1,142 | $212.9K | 0.02% | −7−0.6% | Reduced |
| First Foundation Advisors | 1,143 | $213.1K | 0.01% | −486−29.8% | Reduced |
| True North Advisors, LLC | 1,143 | $213.1K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,144 | $213.4K | 0.01% | +18+1.6% | Added |
| Hallmark Capital Management Inc | 1,147 | $213.8K | 0.02% | +23+2.0% | Added |
| CFM Wealth Partners LLC | 1,148 | $214.0K | 0.05% | 00.0% | Unchanged |
| Meritage Group LP | 1,154 | $215.0K | 0.00% | −22−1.9% | Reduced |
| Left Brain Wealth Management, LLC | 1,156 | $215.5K | 0.12% | −24−2.0% | Reduced |
| Skopos Labs, Inc. | 1,158 | $215.9K | 0.10% | +1,158 | New |
| Moneta Group Investment Advisors LLC | 1,168 | $217.8K | 0.00% | +14+1.2% | Added |
| Diversified, LLC | 1,173 | $218.6K | 0.05% | +1,173 | New |
| Chicago Partners Investment Group LLC | 1,161 | $219.8K | 0.01% | +42+3.8% | Added |
| Channel Wealth LLC | 1,179 | $219.8K | 0.10% | −500−29.8% | Reduced |
| Smart Money Group LLC | 1,180 | $220.0K | 0.10% | +1,180 | New |
| Alera Investment Advisors, LLC | 1,185 | $220.9K | 0.03% | +1,185 | New |
| Jones Financial Companies LLLP | 1,195 | $222.8K | 0.00% | −98−7.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,164 | $222.8K | 0.03% | −6−0.5% | Reduced |
| Gill Capital Partners, LLC | 1,198 | $223.3K | 0.09% | +8+0.7% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,200 | $223.7K | 0.14% | 00.0% | Unchanged |
| Able Wealth Management LLC | 1,200 | $223.7K | 0.20% | +1,200 | New |
| Tocqueville Asset Management L.P. | 1,202 | $224.1K | 0.00% | +1,202 | New |
| Mather Group, LLC. | 1,210 | $225.5K | 0.00% | −2−0.2% | Reduced |