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 |
|---|---|---|---|---|---|
| First National Bank & Trust Co of Newtown | 1,666 | $310.6K | 0.07% | +109+7.0% | Added |
| Ameritas Investment Partners, Inc. | 1,666 | $310.6K | 0.01% | −81−4.6% | Reduced |
| Ambassador Advisors, LLC | 1,582 | $310.7K | 0.07% | 00.0% | Unchanged |
| Econ Financial Services Corp | 1,671 | $311.5K | 0.22% | +6+0.4% | Added |
| Pinnacle West Asset Management, Inc. | 1,685 | $314.0K | 0.27% | +150+9.8% | Added |
| Abundance Wealth Counselors | 1,691 | $315.0K | 0.08% | −115−6.4% | Reduced |
| Wimmer Associates 1, LLC | 1,690 | $315.1K | 0.18% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,699 | $316.8K | 0.07% | +6+0.4% | Added |
| MN Wealth Advisors, LLC | 1,704 | $317.8K | 0.22% | +1,704 | New |
| Fundamentun, LLC | 1,706 | $318.1K | 0.04% | −56−3.2% | Reduced |
| Wexford Capital LP | 1,709 | $318.6K | 0.07% | +1,709 | New |
| McKinley Carter Wealth Services, Inc. | 1,710 | $318.8K | 0.02% | −90−5.0% | Reduced |
| Mechanics Bank Trust Department | 1,712 | $319.2K | 0.05% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,724 | $321.4K | 0.02% | +2+0.1% | Added |
| ISAM Funds (UK) Ltd | 1,724 | $321.4K | 0.23% | +1,724 | New |
| Atlas Private Wealth Advisors | 1,724 | $321.4K | 0.06% | +84+5.1% | Added |
| Altrius Capital Management Inc | 1,726 | $321.8K | 0.09% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 1,732 | $322.9K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,735 | $323.5K | 0.05% | −2,650−60.4% | Reduced |
| Ramirez Asset Management, Inc. | 1,739 | $324.2K | 0.07% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,754 | $327.0K | 0.02% | +2+0.1% | Added |
| Coldstream Capital Management Inc | 1,759 | $328.0K | 0.01% | +184+11.7% | Added |
| Aft, Forsyth & Company, Inc. | 1,765 | $329.1K | 0.21% | −45−2.5% | Reduced |
| Monterey Private Wealth, Inc. | 1,772 | $330.4K | 0.15% | +14+0.8% | Added |
| Essex Financial Services, Inc. | 1,780 | $332.0K | 0.03% | +32+1.8% | Added |
| Symmetry Partners, LLC | 1,806 | $333.0K | 0.02% | −548−23.3% | Reduced |
| Integrated Advisors Network LLC | 1,794 | $334.5K | 0.02% | +60+3.5% | Added |
| Sanchez Wealth Management Group | 1,799 | $335.4K | 0.12% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 1,802 | $335.9K | 0.04% | −114−5.9% | Reduced |
| Traphagen Investment Advisors LLC | 1,803 | $336.1K | 0.04% | −344−16.0% | Reduced |
| Prio Wealth Limited Partnership | 1,803 | $336.2K | 0.01% | −1,167−39.3% | Reduced |
| Twin Capital Management Inc | 1,808 | $337.1K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 1,813 | $338.0K | 0.01% | −292−13.9% | Reduced |
| Sigma Planning Corp | 1,822 | $339.8K | 0.03% | −1,389−43.3% | Reduced |
| Sawtooth Solutions, LLC | 1,828 | $340.9K | 0.01% | −2,222−54.9% | Reduced |
| Bleakley Financial Group, LLC | 1,828 | $340.9K | 0.01% | −2,222−54.9% | Reduced |
| SeaCrest Wealth Management, LLC | 1,830 | $343.3K | 0.04% | +158+9.4% | Added |
| Cassia Capital Partners, LLC | 1,843 | $343.6K | 0.29% | +168+10.0% | Added |
| Astoria Portfolio Advisors LLC. | 1,767 | $344.1K | 0.14% | +79+4.7% | Added |
| GAMMA Investing LLC | 1,782 | $344.9K | 0.09% | +1,782 | New |
| Sippican Capital Advisors | 1,850 | $344.9K | 0.27% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,850 | $344.9K | 0.13% | 00.0% | Unchanged |
| Apeiron RIA LLC | 1,854 | $345.7K | 0.11% | −98−5.0% | Reduced |
| Almanack Investment Partners, LLC. | 1,862 | $347.2K | 0.06% | +1,862 | New |
| Ledyard National Bank | 1,869 | $348.5K | 0.04% | −310−14.2% | Reduced |
| Principle Wealth Partners LLC | 1,869 | $348.5K | 0.03% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 1,875 | $349.6K | 0.21% | 00.0% | Unchanged |
| Wade G W & Inc | 1,878 | $350.0K | 0.01% | +265+16.4% | Added |
| Trust Co of Toledo NA | 1,884 | $351.3K | 0.06% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,887 | $351.8K | 0.01% | +18+1.0% | Added |
| Grandfield & Dodd, LLC | 1,897 | $353.8K | 0.02% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 1,900 | $354.2K | 0.31% | +1,900 | New |
| Simmons Bank | 1,902 | $354.6K | 0.03% | −9−0.5% | Reduced |
| TRUE Private Wealth Advisors | 1,904 | $354.9K | 0.04% | +603+46.3% | Added |
| Cedar Wealth Management, LLC | 1,915 | $357.0K | 0.13% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 1,923 | $358.5K | 0.07% | −102−5.0% | Reduced |
| Townsend & Associates, Inc | 1,900 | $359.7K | 0.05% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,944 | $362.5K | 0.08% | +395+25.5% | Added |
| Profund Advisors LLC | 1,951 | $363.7K | 0.02% | +185+10.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,951 | $363.7K | 0.01% | −209−9.7% | Reduced |
| Fidelis Capital Partners, LLC | 1,951 | $363.7K | 0.08% | +651+50.1% | Added |
| Pavion Blue Capital, LLC | 1,952 | $363.9K | 0.20% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 1,958 | $365.1K | 0.03% | −185−8.6% | Reduced |
| BSW Wealth Partners | 1,961 | $365.5K | 0.07% | +604+44.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 1,965 | $366.4K | 0.18% | −2,365−54.6% | Reduced |
| Woodstock Corp | 1,965 | $366.4K | 0.04% | −175−8.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,976 | $368.4K | 0.02% | +186+10.4% | Added |
| Forte Capital LLC | 1,976 | $368.5K | 0.05% | −180−8.3% | Reduced |
| Good Life Advisors, LLC | 1,995 | $371.9K | 0.04% | +623+45.4% | Added |
| Lake Street Advisors Group, LLC | 1,996 | $372.1K | 0.02% | +1,996 | New |
| Blue Edge Capital, LLC | 2,000 | $372.9K | 0.07% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,000 | $372.9K | 0.09% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 2,000 | $372.9K | 0.07% | +2,000 | New |
| Venator Management LLC | 2,000 | $372.9K | 0.12% | +2,000 | New |
| River Wealth Advisors LLC | 2,001 | $373.0K | 0.06% | −29−1.4% | Reduced |
| Courier Capital LLC | 2,004 | $373.7K | 0.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 2,006 | $374.0K | 0.02% | +475+31.0% | Added |
| Kingswood Wealth Advisors, LLC | 2,019 | $376.4K | 0.04% | +2,019 | New |
| Koshinski Asset Management, Inc. | 2,027 | $377.9K | 0.06% | +260+14.7% | Added |
| Heritage Investment Group, Inc. | 2,029 | $378.0K | 0.08% | 00.0% | Unchanged |
| Sachetta, LLC | 2,028 | $378.0K | 0.18% | +2,028 | New |
| Schear Investment Advisers, LLC | 2,031 | $378.7K | 0.37% | −272−11.8% | Reduced |
| Tompkins Financial Corp | 2,036 | $379.6K | 0.05% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 2,037 | $379.8K | 0.19% | +3+0.1% | Added |
| Essex Savings Bank | 2,041 | $380.5K | 0.11% | +265+14.9% | Added |
| Iowa State Bank | 2,053 | $382.8K | 0.09% | −92−4.3% | Reduced |
| Daymark Wealth Partners, LLC | 2,071 | $386.1K | 0.02% | −27−1.3% | Reduced |
| Strategy Asset Managers LLC | 2,076 | $387.0K | 0.09% | −352−14.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,078 | $387.5K | 0.08% | +395+23.5% | Added |
| Dana Investment Advisors, Inc. | 2,086 | $388.9K | 0.02% | +2,086 | New |
| Principal Securities, Inc. | 2,094 | $390.3K | 0.01% | +2,094 | New |
| Vident Advisory, LLC | 2,106 | $392.6K | 0.01% | −6,790−76.3% | Reduced |
| NEOS Investment Management LLC | 2,121 | $395.4K | 0.04% | +630+42.3% | Added |
| Triumph Capital Management | 2,124 | $396.1K | 0.17% | +774+57.3% | Added |
| Colony Group, LLC | 2,139 | $399.0K | 0.01% | +2,139 | New |
| Tarbox Family Office, Inc. | 2,153 | $401.4K | 0.08% | −1,156−34.9% | Reduced |
| Lakeview Capital Partners, LLC | 2,163 | $403.3K | 0.07% | +176+8.9% | Added |
| Cooper Financial Group | 2,185 | $407.4K | 0.07% | −115−5.0% | Reduced |
| Duncker Streett & Co Inc | 2,192 | $408.7K | 0.09% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,207 | $411.5K | 0.01% | −609−21.6% | Reduced |