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 |
|---|---|---|---|---|---|
| M&R Capital Management Inc | 3,105 | $578.9K | 0.14% | +153+5.2% | Added |
| Congress Wealth Management LLC | 3,111 | $580.2K | 0.01% | +762+32.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,133 | $584.1K | 0.07% | +3,133 | New |
| CWA Asset Management Group, LLC | 3,159 | $589.0K | 0.04% | +1,081+52.0% | Added |
| Foster Group, Inc. | 2,953 | $590.8K | 0.04% | 00.0% | Unchanged |
| Unigestion Holding SA | 3,193 | $595.3K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,206 | $597.7K | 0.02% | +1,105+52.6% | Added |
| Keeler Thomas Management LLC | 3,217 | $599.8K | 0.24% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 3,239 | $603.9K | 0.19% | −239−6.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,250 | $605.9K | 0.15% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 3,250 | $605.9K | 0.20% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,254 | $606.7K | 0.02% | −4−0.1% | Reduced |
| First National Trust Co | 3,259 | $607.6K | 0.03% | −262−7.4% | Reduced |
| Petrus Trust Company, LTA | 3,259 | $607.6K | 0.06% | +1,857+132.5% | Added |
| Burford Brothers, Inc. | 3,263 | $608.4K | 0.43% | +3,263 | New |
| KFG Wealth Management, LLC | 3,266 | $608.9K | 0.28% | −74−2.2% | Reduced |
| Silverlake Wealth Management LLC | 3,275 | $610.5K | 0.34% | −286−8.0% | Reduced |
| First Trust Investment Solutions L.P. | 3,288 | $613.0K | 0.13% | +3,288 | New |
| Balentine LLC | 3,290 | $613.3K | 0.02% | −1,377−29.5% | Reduced |
| Meridian Wealth Management, LLC | 3,299 | $615.1K | 0.04% | −4,809−59.3% | Reduced |
| HBK Sorce Advisory LLC | 3,310 | $617.2K | 0.02% | −11−0.3% | Reduced |
| WBH Advisory Inc | 3,321 | $619.2K | 0.07% | −75−2.2% | Reduced |
| JT Stratford LLC | 3,335 | $621.8K | 0.14% | −213−6.0% | Reduced |
| Heritage Wealth Management, LLC | 3,358 | $626.1K | 0.34% | +3,358 | New |
| Avidian Wealth Solutions, LLC | 3,360 | $626.4K | 0.04% | −6−0.2% | Reduced |
| Money Concepts Capital Corp | 3,364 | $628.8K | 0.06% | +5+0.1% | Added |
| Waterfront Wealth Inc. | 3,375 | $629.2K | 0.19% | +3,375 | New |
| Systematic Alpha Investments, LLC | 3,401 | $634.1K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,405 | $634.8K | 0.08% | +1,246+57.7% | Added |
| Ade, LLC | 3,420 | $637.6K | 0.44% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 3,420 | $637.6K | 0.15% | +547+19.0% | Added |
| West Family Investments, Inc. | 3,423 | $638.2K | 0.22% | −284−7.7% | Reduced |
| Public Sector Pension Investment Board | 3,430 | $639.5K | 0.00% | −12,621−78.6% | Reduced |
| Dillon & Associates Inc | 3,457 | $643.0K | 0.12% | +872+33.7% | Added |
| Grandview Asset Management LLC | 3,461 | $645.0K | 0.34% | +90+2.7% | Added |
| Semanteon Capital Management, LP | 3,491 | $650.9K | 0.44% | +3,491 | New |
| Klingman & Associates, LLC | 3,493 | $651.2K | 0.05% | +19+0.5% | Added |
| Benchmark Investment Advisors LLC | 3,500 | $652.5K | 0.60% | +3,500 | New |
| Napatree Capital LLC | 3,510 | $654.4K | 0.66% | +3,510 | New |
| Northstar Advisory Group, LLC | 3,511 | $654.6K | 0.39% | −7,356−67.7% | Reduced |
| HMS Capital Management, LLC | 3,563 | $664.4K | 0.41% | −1,337−27.3% | Reduced |
| Farmers Trust Co | 3,564 | $664.5K | 0.14% | +75+2.1% | Added |
| Exchange Traded Concepts, LLC | 3,571 | $665.8K | 0.02% | −700−16.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,573 | $666.1K | 0.02% | +25+0.7% | Added |
| America First Investment Advisors, LLC | 3,575 | $666.5K | 0.17% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,588 | $668.9K | 0.02% | −482−11.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,590 | $669.3K | 0.01% | +525+17.1% | Added |
| Tokio Marine Asset Management Co Ltd | 3,592 | $669.7K | 0.04% | −60−1.6% | Reduced |
| Morningstar Investment Management LLC | 3,594 | $670.0K | 0.08% | +246+7.3% | Added |
| Glenview Trust Co | 3,595 | $670.3K | 0.02% | −162−4.3% | Reduced |
| Jacobi Capital Management LLC | 3,629 | $676.5K | 0.07% | −191−5.0% | Reduced |
| Raymond James Trust N.A. | 3,642 | $679.0K | 0.02% | +365+11.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,651 | $680.7K | 0.02% | +41+1.1% | Added |
| Sound View Wealth Advisors Group, LLC | 3,661 | $682.6K | 0.08% | +55+1.5% | Added |
| Trust Point Inc. | 3,669 | $684.0K | 0.06% | +3,669 | New |
| HM Payson & Co | 3,687 | $687.4K | 0.01% | 00.0% | Unchanged |
| Valley Brook Capital Group | 3,691 | $688.2K | 0.60% | +495+15.5% | Added |
| Diligent Investors, LLC | 3,695 | $688.9K | 0.19% | −82−2.2% | Reduced |
| SPC Financial, Inc. | 3,705 | $690.8K | 0.07% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,716 | $692.7K | 0.03% | +2,528+212.8% | Added |
| Sumitomo Life Insurance Co | 3,716 | $692.8K | 0.02% | −178−4.6% | Reduced |
| Gladstone Institutional Advisory LLC | 3,749 | $699.1K | 0.04% | −200−5.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,750 | $700.0K | 0.10% | −1,139−23.3% | Reduced |
| First Command Advisory Services, Inc. | 3,777 | $704.2K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,799 | $708.4K | 0.01% | +945+33.1% | Added |
| Northstar Asset Management LLC | 3,800 | $708.5K | 0.19% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 3,860 | $710.7K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 3,812 | $710.7K | 0.05% | +751+24.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,850 | $717.8K | 0.07% | 00.0% | Unchanged |
| Lincoln National Corp | 3,850 | $717.9K | 0.01% | +221+6.1% | Added |
| Intellectus Partners, LLC | 3,853 | $718.4K | 0.21% | +3,853 | New |
| Merit Financial Group, LLC | 3,860 | $719.7K | 0.02% | +3,860 | New |
| Pinnacle Financial Partners Inc | 3,882 | $723.8K | 0.02% | −347−8.2% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 3,905 | $728.0K | 0.32% | 00.0% | Unchanged |
| Ascent Group, LLC | 3,764 | $729.2K | 0.07% | −1,604−29.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,923 | $731.4K | 0.45% | 00.0% | Unchanged |
| Bailard, Inc. | 3,928 | $732.3K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,933 | $733.3K | 0.39% | −1,371−25.8% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 3,948 | $736.1K | 0.69% | +3,948 | New |
| Bartlett & Co. Wealth Management LLC | 4,023 | $740.7K | 0.01% | −43−1.1% | Reduced |
| Bartlett & Co. LLC | 4,023 | $741.0K | 0.01% | −43−1.1% | Reduced |
| Forum Financial Management, LP | 3,994 | $744.7K | 0.01% | −9−0.2% | Reduced |
| Marquette Asset Management, LLC | 4,000 | $745.8K | 0.14% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $745.8K | 0.17% | 00.0% | Unchanged |
| Gifford Fong Associates | 4,000 | $746.0K | 0.16% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,007 | $747.0K | 0.16% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 4,096 | $763.7K | 0.90% | −214−5.0% | Reduced |
| Midland Wealth Advisors LLC | 4,110 | $766.3K | 0.05% | +4,110 | New |
| BLB&B Advisors, LLC | 4,120 | $768.1K | 0.05% | −100−2.4% | Reduced |
| Marshall Financial Group LLC | 4,131 | $770.2K | 0.25% | +171+4.3% | Added |
| Claro Advisors LLC | 4,137 | $771.3K | 0.17% | −575−12.2% | Reduced |
| Somerset Trust Co | 4,146 | $773.0K | 0.34% | −385−8.5% | Reduced |
| Tower View Investment Management & Research LLC | 4,183 | $780.0K | 0.48% | −353−7.8% | Reduced |
| Verdence Capital Advisors LLC | 4,227 | $788.0K | 0.08% | −569−11.9% | Reduced |
| Credit Agricole S A | 4,241 | $790.7K | 0.02% | +2,832+201.0% | Added |
| Lecap Asset Management Ltd | 4,249 | $792.2K | 0.29% | +4,249 | New |
| Field & Main Bank | 4,263 | $794.8K | 0.34% | +60+1.4% | Added |
| World Equity Group, Inc. | 4,264 | $795.0K | 0.16% | −2,398−36.0% | Reduced |
| Harvey Investment Co LLC | 4,274 | $797.0K | 0.10% | −33−0.8% | Reduced |
| Helios Capital Management Pte. Ltd | 4,300 | $801.7K | 0.63% | +4,300 | New |