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 30 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 |
|---|---|---|---|---|---|
| Bellecapital International Ltd. | 4,336 | $808.4K | 0.18% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 4,339 | $808.9K | 0.33% | −3,916−47.4% | Reduced |
| Park Avenue Securities LLC | 4,351 | $811.0K | 0.01% | −1,143−20.8% | Reduced |
| Key Financial Inc | 4,358 | $812.5K | 0.22% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 4,374 | $815.5K | 0.01% | +4,374 | New |
| HighPoint Advisor Group LLC | 4,246 | $816.0K | 0.06% | +4,246 | New |
| Gratus Capital LLC | 4,385 | $817.5K | 0.05% | −93−2.1% | Reduced |
| Investment Advisory Services Inc | 4,397 | $819.8K | 0.32% | +150+3.5% | Added |
| Balyasny Asset Management LLC | 4,413 | $822.8K | 0.00% | +2,237+102.8% | Added |
| Alps Advisors Inc | 4,419 | $823.9K | 0.01% | +21+0.5% | Added |
| Vinva Investment Management Ltd | 4,485 | $825.7K | 0.06% | +514+12.9% | Added |
| Independent Wealth Network Inc. | 4,432 | $826.3K | 0.43% | +1,200+37.1% | Added |
| Knollwood Investment Advisory, LLC | 4,498 | $838.6K | 0.17% | +4,498 | New |
| First Manhattan Co | 4,489 | $841.9K | 0.00% | −501−10.0% | Reduced |
| SRN Advisors, LLC | 4,520 | $842.7K | 0.76% | +4,520 | New |
| BayBridge Capital Group, LLC | 4,433 | $845.0K | 0.78% | +4,433 | New |
| Carnegie Capital Asset Management, LLC | 4,551 | $848.5K | 0.03% | +4,551 | New |
| Entropy Technologies, LP | 4,627 | $862.7K | 0.16% | +4,627 | New |
| Welch & Forbes LLC | 4,702 | $876.6K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,679 | $882.2K | 0.01% | −4,981−57.5% | Reduced |
| Busey Wealth Management | 4,733 | $882.4K | 0.03% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 4,738 | $883.3K | 0.34% | −3,649−43.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,744 | $884.5K | 0.02% | +13+0.3% | Added |
| Brevan Howard Capital Management LP | 4,771 | $889.5K | 0.09% | +3,683+338.5% | Added |
| Pine Valley Investments Ltd Liability Co | 4,774 | $890.1K | 0.07% | −940−16.5% | Reduced |
| Commonwealth Retirement Investments LLC | 4,780 | $891.2K | 0.47% | −1,398−22.6% | Reduced |
| Intrust Bank NA | 4,784 | $891.9K | 0.10% | −1,469−23.5% | Reduced |
| BKD Wealth Advisors, LLC | 4,792 | $893.4K | 0.02% | −165−3.3% | Reduced |
| Meyer Handelman Co | 4,800 | $894.9K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,803 | $895.0K | 0.00% | +1,721+55.8% | Added |
| Jamison Private Wealth Management, Inc. | 4,822 | $899.0K | 0.17% | +598+14.2% | Added |
| Geneos Wealth Management Inc. | 4,849 | $904.0K | 0.04% | −629−11.5% | Reduced |
| Fulton Bank, N.A. | 4,882 | $910.2K | 0.04% | −5−0.1% | Reduced |
| Assetmark, Inc | 4,899 | $913.4K | 0.00% | −7,078−59.1% | Reduced |
| Tempus Wealth Planning, LLC | 4,916 | $916.6K | 0.40% | +123+2.6% | Added |
| Ieq Capital, LLC | 4,936 | $920.3K | 0.02% | +23+0.5% | Added |
| Private Trust Co NA | 4,962 | $925.1K | 0.11% | −1,017−17.0% | Reduced |
| Aaron Wealth Advisors | 4,964 | $925.5K | 0.15% | −246−4.7% | Reduced |
| Parallel Advisors, LLC | 4,990 | $930.4K | 0.03% | −840−14.4% | Reduced |
| Transcend Wealth Collective, LLC | 5,031 | $938.0K | 0.08% | +408+8.8% | Added |
| Chilton Capital Management LLC | 5,045 | $940.6K | 0.05% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5,050 | $941.5K | 0.07% | −525−9.4% | Reduced |
| Woodmont Investment Counsel LLC | 5,063 | $943.9K | 0.09% | −10−0.2% | Reduced |
| Colonial River Wealth Management, LLC | 5,091 | $949.2K | 0.56% | +3,620+246.1% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $950.8K | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,121 | $954.8K | 0.07% | +44+0.9% | Added |
| Veriti Management LLC | 5,125 | $955.6K | 0.09% | +176+3.6% | Added |
| Strategic Advocates LLC | 5,175 | $964.8K | 0.41% | −1,754−25.3% | Reduced |
| Norinchukin Bank, The | 5,200 | $969.5K | 0.02% | −414−7.4% | Reduced |
| Bridgefront Capital, LLC | 5,216 | $972.5K | 0.73% | +5,216 | New |
| Hazlett, Burt & Watson, Inc. | 5,258 | $980.0K | 0.66% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5,271 | $982.0K | 0.10% | +533+11.2% | Added |
| Advisory Research Inc | 5,299 | $987.9K | 0.15% | −863−14.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,328 | $993.4K | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 5,340 | $995.6K | 0.07% | −34−0.6% | Reduced |
| Banque Cantonale Vaudoise | 5,334 | $996.0K | 0.04% | −1,041−16.3% | Reduced |
| Fort Washington Investment Advisors Inc | 5,379 | $1.00M | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 5,394 | $1.01M | 0.01% | −150−2.7% | Reduced |
| Summit Financial Group Inc | 5,450 | $1.02M | 0.39% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 5,520 | $1.03M | 0.14% | +5,513+78,757.1% | Added |
| Intelligent Financial Strategies | 5,587 | $1.04M | 0.73% | +10.0% | Added |
| Lipe & Dalton | 5,588 | $1.04M | 0.57% | +20.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.04M | 0.00% | 00.0% | Unchanged |
| Roundview Capital LLC | 5,681 | $1.06M | 0.10% | −2,402−29.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,707 | $1.06M | 0.02% | +5,707 | New |
| Avantax Advisory Services, Inc. | 5,711 | $1.06M | 0.01% | −690−10.8% | Reduced |
| Stratos Wealth Partners, LTD. | 5,724 | $1.07M | 0.02% | −314−5.2% | Reduced |
| SlateStone Wealth, LLC | 5,788 | $1.08M | 0.14% | −243−4.0% | Reduced |
| Guardian Asset Advisors, LLC | 5,790 | $1.08M | 1.01% | +5,790 | New |
| Massachusetts Wealth Management | 5,792 | $1.08M | 0.87% | −168−2.8% | Reduced |
| OV Management LLC | 5,800 | $1.08M | 0.89% | +5,800 | New |
| NBT Bank N A | 5,806 | $1.08M | 0.08% | +842+17.0% | Added |
| Great Valley Advisor Group, Inc. | 5,839 | $1.09M | 0.04% | +57+1.0% | Added |
| Cabot Wealth Management Inc | 5,878 | $1.10M | 0.15% | −524−8.2% | Reduced |
| Atlantic Union Bankshares Corp | 5,912 | $1.10M | 0.10% | −3,275−35.6% | Reduced |
| Wunderlich Capital Managemnt | 5,913 | $1.10M | 0.50% | +5,913 | New |
| Philadelphia Trust Co | 5,954 | $1.11M | 0.10% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 5,962 | $1.11M | 0.77% | −317−5.0% | Reduced |
| Neuberger Berman Group LLC | 5,985 | $1.12M | 0.00% | −19,036−76.1% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 6,025 | $1.12M | 0.77% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 6,036 | $1.13M | 0.05% | +1,466+32.1% | Added |
| Bowen Hanes & Co Inc | 6,050 | $1.13M | 0.03% | +4,200+227.0% | Added |
| Wedbush Securities Inc | 6,054 | $1.13M | 0.05% | −147−2.4% | Reduced |
| Metropolitan Life Insurance Co | 6,100 | $1.14M | 0.05% | −100−1.6% | Reduced |
| SNS Financial Group, LLC | 6,156 | $1.15M | 0.14% | −859−12.2% | Reduced |
| Wintrust Investments LLC | 6,251 | $1.17M | 0.11% | +1,084+21.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,270 | $1.17M | 0.00% | −1,624−20.6% | Reduced |
| Wealthspire Advisors, LLC | 6,326 | $1.18M | 0.02% | +10+0.2% | Added |
| Toroso Investments, LLC | 6,358 | $1.19M | 0.03% | −7,107−52.8% | Reduced |
| Quest Partners LLC | 6,452 | $1.20M | 0.26% | +6,452 | New |
| Snowden Capital Advisors LLC | 6,480 | $1.21M | 0.05% | +652+11.2% | Added |
| RB Capital Management, LLC | 6,494 | $1.21M | 0.35% | +164+2.6% | Added |
| SG Americas Securities, LLC | 6,497 | $1.21M | 0.01% | −2,810−30.2% | Reduced |
| Allen Investment Management LLC | 6,520 | $1.22M | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 6,570 | $1.22M | 0.14% | −148−2.2% | Reduced |
| PFG Advisors | 6,624 | $1.23M | 0.10% | −38−0.6% | Reduced |
| Legato Capital Management LLC | 6,661 | $1.24M | 0.16% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 6,691 | $1.25M | 0.40% | +2,051+44.2% | Added |
| Pensionfund Sabic | 6,700 | $1.25M | 0.39% | +800+13.6% | Added |
| NFJ Investment Group, LLC | 6,731 | $1.25M | 0.03% | −687−9.3% | Reduced |