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 |
|---|---|---|---|---|---|
| Associated Banc-Corp | 2,213 | $412.6K | 0.01% | −25−1.1% | Reduced |
| Virtus Investment Advisers, Inc. | 2,230 | $415.8K | 0.31% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,235 | $416.7K | 0.00% | +2,235 | New |
| Inspirion Wealth Advisors, LLC | 2,172 | $417.2K | 0.08% | +20+0.9% | Added |
| McClarren Financial Advisors, Inc. | 2,242 | $418.0K | 0.32% | +15+0.7% | Added |
| Stablepoint Partners, LLC | 2,251 | $419.7K | 0.11% | +2,251 | New |
| Ingalls & Snyder LLC | 2,253 | $420.0K | 0.02% | −907−28.7% | Reduced |
| National Asset Management, Inc. | 2,257 | $420.8K | 0.01% | +269+13.5% | Added |
| Qtron Investments LLC | 2,290 | $426.9K | 0.07% | −1,515−39.8% | Reduced |
| Northeast Investment Management | 2,291 | $427.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,298 | $428.5K | 0.01% | −736−24.3% | Reduced |
| Cito Capital Group, LLC | 2,300 | $429.0K | 0.18% | +2,300 | New |
| We Are One Seven, LLC | 2,325 | $433.5K | 0.03% | +248+11.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,331 | $434.6K | 0.16% | +491+26.7% | Added |
| KG&L Capital Management,LLC | 2,336 | $435.5K | 0.18% | +171+7.9% | Added |
| AdvisorNet Financial, Inc | 2,336 | $435.5K | 0.04% | +1,690+261.6% | Added |
| Stanley-Laman Group, Ltd. | 2,339 | $436.1K | 0.07% | +181+8.4% | Added |
| Capital Investment Advisors, LLC | 2,353 | $438.6K | 0.01% | +104+4.6% | Added |
| Silver Coast Investments LLC | 2,358 | $439.6K | 0.20% | +2,358 | New |
| LifeGuide Financial Advisors, LLC | 2,370 | $441.8K | 0.23% | +19+0.8% | Added |
| Advisors Management Group Inc | 2,400 | $447.0K | 0.12% | 00.0% | Unchanged |
| Pecaut & Co. | 2,400 | $447.5K | 0.18% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 2,335 | $448.4K | 0.07% | −547−19.0% | Reduced |
| Cardiff Park Advisors, LLC | 2,424 | $451.9K | 0.05% | +2,424 | New |
| Armstrong Henry H Associates Inc | 2,430 | $453.0K | 0.05% | 00.0% | Unchanged |
| SL Advisors, LLC | 2,440 | $454.9K | 0.98% | −92−3.6% | Reduced |
| Schulhoff & Co Inc | 2,456 | $457.9K | 0.22% | 00.0% | Unchanged |
| Archer Investment Corp | 2,477 | $461.9K | 0.15% | +1,400+130.0% | Added |
| Boston Private Wealth LLC | 2,478 | $462.0K | 0.01% | −466−15.8% | Reduced |
| Change Path, LLC | 2,490 | $464.0K | 0.03% | −2,432−49.4% | Reduced |
| Coho Partners, Ltd. | 2,490 | $464.2K | 0.01% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,507 | $467.4K | 0.04% | −10.0% | Reduced |
| Columbia Asset Management | 2,535 | $473.0K | 0.10% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 2,539 | $473.4K | 0.11% | +2,539 | New |
| Lido Advisors, LLC | 2,545 | $474.6K | 0.00% | +88+3.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,551 | $475.6K | 0.03% | −29−1.1% | Reduced |
| Resources Investment Advisors, LLC. | 2,563 | $477.9K | 0.01% | +743+40.8% | Added |
| Brighton Jones LLC | 2,568 | $478.7K | 0.02% | +2,568 | New |
| Nicholas Hoffman & Company, LLC. | 2,568 | $478.7K | 0.03% | −1,844−41.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,575 | $480.1K | 0.13% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,582 | $481.3K | 0.06% | +992+62.4% | Added |
| Garrison Point Advisors, LLC | 2,588 | $482.5K | 0.34% | −1,341−34.1% | Reduced |
| Corton Capital Inc. | 2,594 | $483.6K | 0.15% | +2,594 | New |
| Parthenon LLC | 2,600 | $484.7K | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,609 | $486.4K | 0.01% | +583+28.8% | Added |
| Agf Management Ltd | 2,610 | $486.6K | 0.00% | −13,763−84.1% | Reduced |
| Zions Bancorporation, N.A. | 2,618 | $488.1K | 0.03% | −429−14.1% | Reduced |
| Atwater Malick LLC | 2,632 | $490.7K | 0.19% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,639 | $491.0K | 0.09% | 00.0% | Unchanged |
| Old National Bancorp | 2,638 | $491.8K | 0.01% | −530−16.7% | Reduced |
| GQG Partners LLC | 2,638 | $491.8K | 0.00% | −4,963−65.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,640 | $492.2K | 0.01% | +657+33.1% | Added |
| Signaturefd, LLC | 2,640 | $492.2K | 0.01% | −388−12.8% | Reduced |
| Insight Advisors, LLC | 2,650 | $493.9K | 0.10% | −272−9.3% | Reduced |
| Allworth Financial LP | 2,659 | $495.8K | 0.00% | +187+7.6% | Added |
| Level Four Advisory Services, LLC | 2,662 | $496.3K | 0.03% | +24+0.9% | Added |
| Farther Finance Advisors, LLC | 2,673 | $498.3K | 0.04% | +1,344+101.1% | Added |
| Bragg Financial Advisors, Inc | 2,683 | $500.2K | 0.02% | +63+2.4% | Added |
| Barr E S & Co | 2,686 | $500.8K | 0.03% | +150+5.9% | Added |
| Eqis Capital Management, Inc. | 2,697 | $502.9K | 0.04% | +183+7.3% | Added |
| Texas Yale Capital Corp. | 2,700 | $503.4K | 0.02% | −2,000−42.6% | Reduced |
| Somerville Kurt F | 2,700 | $503.4K | 0.09% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 2,701 | $503.6K | 0.07% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 2,706 | $504.5K | 0.20% | −3,444−56.0% | Reduced |
| J.W. Cole Advisors, Inc. | 2,712 | $505.7K | 0.03% | +485+21.8% | Added |
| Sapient Capital LLC | 2,721 | $507.3K | 0.01% | +2,721 | New |
| Argent Trust Co | 2,728 | $508.6K | 0.03% | −37−1.3% | Reduced |
| Hudock, Inc. | 2,731 | $509.3K | 0.11% | +8+0.3% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 2,737 | $510.3K | 0.67% | +39+1.4% | Added |
| Flagship Harbor Advisors, LLC | 2,750 | $512.8K | 0.04% | +295+12.0% | Added |
| XTX Topco Ltd | 2,765 | $515.5K | 0.11% | −5,869−68.0% | Reduced |
| First American Trust, FSB | 2,770 | $516.4K | 0.06% | −663−19.3% | Reduced |
| Oxford Financial Group Ltd | 2,775 | $517.3K | 0.04% | +2,775 | New |
| Northwest & Ethical Investments L.P. | 2,782 | $518.7K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,800 | $522.0K | 0.04% | +1,488+113.4% | Added |
| Gallacher Capital Management LLC | 2,803 | $522.6K | 0.29% | +704+33.5% | Added |
| Hardman Johnston Global Advisors LLC | 2,900 | $540.7K | 0.02% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,905 | $541.6K | 0.06% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2,925 | $545.3K | 0.60% | −400−12.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,925 | $545.3K | 0.02% | −195−6.3% | Reduced |
| EP Wealth Advisors, LLC | 2,926 | $545.6K | 0.01% | −7,393−71.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,950 | $550.0K | 0.01% | −284−8.8% | Reduced |
| First Hawaiian Bank | 2,956 | $551.1K | 0.02% | −45−1.5% | Reduced |
| Caldwell Trust Co | 2,985 | $556.5K | 0.07% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,990 | $557.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,995 | $558.4K | 0.03% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,998 | $558.8K | 0.14% | +10.0% | Added |
| Alberta Investment Management Corp | 3,000 | $559.3K | 0.01% | 00.0% | Unchanged |
| First National Advisers, LLC | 3,000 | $559.3K | 0.16% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 3,004 | $560.1K | 0.21% | +3,004 | New |
| Nomura Holdings Inc | 3,026 | $564.2K | 0.01% | +3,026 | New |
| Soltis Investment Advisors LLC | 3,032 | $565.2K | 0.06% | +286+10.4% | Added |
| Univest Financial Corp | 3,032 | $565.3K | 0.17% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,036 | $566.0K | 0.01% | −977−24.3% | Reduced |
| Syon Capital LLC | 3,037 | $566.2K | 0.06% | +3,037 | New |
| United Capital Financial Advisers, LLC | 3,040 | $566.7K | 0.00% | +3,040 | New |
| IHT Wealth Management, LLC | 3,059 | $570.3K | 0.03% | +661+27.6% | Added |
| Oakworth Capital, Inc. | 3,076 | $573.5K | 0.05% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 3,094 | $576.9K | 0.24% | −135−4.2% | Reduced |
| Trexquant Investment LP | 3,097 | $577.4K | 0.01% | −165,197−98.2% | Reduced |