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 |
|---|---|---|---|---|---|
| Conning Inc. | 1,214 | $226.3K | 0.01% | −15−1.2% | Reduced |
| Waterloo Capital, L.P. | 1,219 | $227.3K | 0.04% | +12+1.0% | Added |
| NovaPoint Capital, LLC | 1,220 | $227.5K | 0.08% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 1,240 | $231.2K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,241 | $231.4K | 0.03% | −157−11.2% | Reduced |
| Strategic Financial Services, Inc, | 1,244 | $231.9K | 0.02% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,247 | $232.0K | 0.04% | +1,247 | New |
| Select Asset Management & Trust | 1,250 | $233.0K | 0.11% | 00.0% | Unchanged |
| Coastline Trust Co | 1,250 | $233.1K | 0.03% | 00.0% | Unchanged |
| Gabelli Funds LLC | 1,250 | $233.1K | 0.00% | +250+25.0% | Added |
| Alpha Omega Wealth Management LLC | 1,254 | $233.8K | 0.04% | +19+1.5% | Added |
| Pegasus Asset Management, Inc. | 1,260 | $234.9K | 0.10% | −240−16.0% | Reduced |
| Commonwealth Financial Services, LLC | 1,273 | $237.4K | 0.06% | −190−13.0% | Reduced |
| BCGM Wealth Management, LLC | 1,276 | $237.8K | 0.10% | +9+0.7% | Added |
| Pitcairn Co | 1,287 | $239.9K | 0.02% | +29+2.3% | Added |
| Equitable Trust Co | 1,300 | $242.4K | 0.02% | −156−10.7% | Reduced |
| Vertex Planning Partners, LLC | 1,307 | $243.6K | 0.07% | +68+5.5% | Added |
| Schnieders Capital Management LLC | 1,308 | $243.9K | 0.05% | +1,308 | New |
| Beaumont Financial Advisors, LLC | 1,313 | $244.8K | 0.02% | −4−0.3% | Reduced |
| Stratos Wealth Advisors, LLC | 1,316 | $245.4K | 0.01% | −188−12.5% | Reduced |
| Vista Investment Partners LLC | 1,320 | $246.1K | 0.09% | +1,320 | New |
| Fisher Asset Management, LLC | 1,326 | $247.3K | 0.00% | +10+0.8% | Added |
| Summit Financial, LLC | 1,327 | $247.5K | 0.02% | −201−13.2% | Reduced |
| Girard Partners Ltd. | 1,330 | $248.0K | 0.03% | +8+0.6% | Added |
| Mogy Joel R Investment Counsel Inc | 1,333 | $248.5K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,342 | $250.2K | 0.02% | +61+4.8% | Added |
| International Private Wealth Advisors LLC | 1,343 | $250.4K | 0.25% | +1,343 | New |
| Perigon Wealth Management, LLC | 1,343 | $250.4K | 0.01% | −112−7.7% | Reduced |
| Trust Co of Vermont | 1,348 | $251.3K | 0.02% | −1,414−51.2% | Reduced |
| YHB Investment Advisors, Inc. | 1,360 | $253.6K | 0.02% | +100+7.9% | Added |
| Connors Investor Services Inc | 1,370 | $255.0K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,375 | $256.4K | 0.09% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,375 | $256.4K | 0.11% | 00.0% | Unchanged |
| Madden Securities Corp | 1,376 | $256.5K | 0.14% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,393 | $259.8K | 0.03% | +1,393 | New |
| Vaughan David Investments LLC | 1,394 | $260.0K | 0.01% | +5+0.4% | Added |
| Ignite Planners, LLC | 1,354 | $260.0K | 0.08% | −744−35.5% | Reduced |
| King Luther Capital Management Corp | 1,400 | $261.0K | 0.00% | −263−15.8% | Reduced |
| Cypress Asset Management Inc | 1,400 | $261.0K | 0.08% | −50−3.4% | Reduced |
| Baldwin Investment Management, LLC | 1,401 | $261.2K | 0.04% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,407 | $262.3K | 0.02% | −618−30.5% | Reduced |
| Quadrant Capital Group LLC | 1,421 | $264.9K | 0.02% | −262−15.6% | Reduced |
| Headinvest, LLC | 1,425 | $265.7K | 0.06% | −250−14.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,432 | $267.1K | 0.05% | −490−25.5% | Reduced |
| Bogart Wealth, LLC | 1,436 | $267.8K | 0.02% | +5+0.3% | Added |
| FNY Investment Advisers, LLC | 1,445 | $269.0K | 0.30% | +1,445 | New |
| Northcape Wealth Management, LLC | 1,453 | $271.0K | 0.10% | −28−1.9% | Reduced |
| FDx Advisors, Inc. | 1,452 | $271.0K | 0.02% | −100−6.4% | Reduced |
| Accurate Wealth Management, LLC | 1,428 | $271.8K | 0.08% | +58+4.2% | Added |
| UniSuper Management Pty Ltd | 1,458 | $271.8K | 0.00% | +358+32.5% | Added |
| 9258 Wealth Management, LLC | 1,461 | $272.4K | 0.05% | −779−34.8% | Reduced |
| HB Wealth Management, LLC | 1,464 | $273.0K | 0.00% | −122−7.7% | Reduced |
| Guardian Wealth Advisors, LLC | 1,466 | $273.3K | 0.04% | −403−21.6% | Reduced |
| M3 Advisory Group, LLC | 1,467 | $273.6K | 0.32% | +1,467 | New |
| Montag A & Associates Inc | 1,475 | $275.0K | 0.02% | −129−8.0% | Reduced |
| Berkshire Bank | 1,476 | $275.2K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 1,446 | $275.5K | 0.01% | −19,451−93.1% | Reduced |
| Florida Financial Advisors, LLC | 1,487 | $277.2K | 0.26% | +1,487 | New |
| E&G Advisors, LP | 1,500 | $279.7K | 0.10% | −600−28.6% | Reduced |
| Nadler Financial Group, Inc. | 1,500 | $279.7K | 0.04% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,500 | $279.7K | 0.10% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,501 | $279.8K | 0.04% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,501 | $279.8K | 0.02% | +384+34.4% | Added |
| Cypress Capital Group | 1,502 | $280.0K | 0.04% | −51−3.3% | Reduced |
| Beaton Management Co. Inc. | 1,509 | $281.0K | 0.17% | 00.0% | Unchanged |
| Navellier & Associates Inc | 1,508 | $281.2K | 0.04% | −2−0.1% | Reduced |
| Kanawha Capital Management LLC | 1,510 | $281.5K | 0.03% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,525 | $284.3K | 0.20% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,525 | $284.4K | 0.12% | −425−21.8% | Reduced |
| BCJ Capital Management, LLC | 1,526 | $284.5K | 0.02% | +12+0.8% | Added |
| Cambridge Trust Co | 1,527 | $284.7K | 0.01% | −178−10.4% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,527 | $284.8K | 0.12% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,531 | $285.4K | 0.02% | −6,563−81.1% | Reduced |
| Arkadios Wealth Advisors | 1,535 | $286.2K | 0.02% | +77+5.3% | Added |
| Evercore Wealth Management, LLC | 1,536 | $286.4K | 0.00% | +9+0.6% | Added |
| Synovus Financial Corp | 1,537 | $286.9K | 0.00% | −840−35.3% | Reduced |
| Altshuler Shaham Ltd | 1,542 | $287.5K | 0.02% | +1,413+1,095.3% | Added |
| Beverly Hills Private Wealth, LLC | 1,542 | $287.5K | 0.08% | −21−1.3% | Reduced |
| Meeder Advisory Services, Inc. | 1,548 | $288.7K | 0.03% | −316−17.0% | Reduced |
| Nations Financial Group Inc, | 1,557 | $290.3K | 0.03% | −1−0.1% | Reduced |
| Old Point Trust & Financial Services N A | 1,575 | $293.6K | 0.12% | +1,575 | New |
| Letson Investment Management, Inc. | 1,575 | $293.6K | 0.14% | +1,575 | New |
| MEMBERS Trust Co | 1,599 | $294.4K | 0.01% | +100+6.7% | Added |
| International Assets Investment Management, LLC | 1,586 | $295.7K | 0.04% | −4−0.3% | Reduced |
| Avestar Capital, LLC | 1,592 | $296.8K | 0.04% | +19+1.2% | Added |
| Trust Co of Virginia | 1,593 | $297.0K | 0.03% | +14+0.9% | Added |
| SignalPoint Asset Management, LLC | 1,593 | $297.0K | 0.09% | +60+3.9% | Added |
| Fiduciary Family Office, LLC | 1,600 | $298.3K | 0.13% | +1,600 | New |
| Northstar Group, Inc. | 1,602 | $298.7K | 0.06% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,608 | $299.8K | 0.02% | +519+47.7% | Added |
| Cigna Investments Inc | 1,606 | $300.0K | 0.06% | +42+2.7% | Added |
| Algert Global LLC | 1,610 | $300.2K | 0.01% | +433+36.8% | Added |
| Kraft, Davis & Associates, LLC | 1,579 | $301.0K | 0.09% | +1,579 | New |
| Nwam LLC | 1,616 | $301.3K | 0.02% | +1,616 | New |
| Douglas Lane & Associates, LLC | 1,620 | $302.0K | 0.00% | −14−0.9% | Reduced |
| Crestwood Advisors Group LLC | 1,633 | $304.5K | 0.01% | +1,633 | New |
| Lifeworks Advisors, LLC | 1,642 | $306.1K | 0.11% | −624−27.5% | Reduced |
| Cannon Financial Strategists, Inc. | 1,660 | $309.5K | 0.07% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,663 | $310.0K | 0.01% | −21−1.2% | Reduced |
| Horan Capital Advisors, LLC. | 1,664 | $310.2K | 0.11% | −460−21.7% | Reduced |