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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 6,759 | $1.26M | 0.02% | +104+1.6% | Added |
| Investment Management Corp of Ontario | 6,780 | $1.26M | 0.03% | −12,061−64.0% | Reduced |
| Teza Capital Management LLC | 6,808 | $1.27M | 0.21% | −3,789−35.8% | Reduced |
| Scientech Research LLC | 6,824 | $1.27M | 1.27% | +6,824 | New |
| Financial Counselors Inc | 6,826 | $1.27M | 0.02% | 00.0% | Unchanged |
| London Co of Virginia | 6,833 | $1.27M | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 6,852 | $1.28M | 0.35% | +1,950+39.8% | Added |
| Gouws Capital LLC | 6,925 | $1.29M | 1.05% | −55−0.8% | Reduced |
| Tiaa Trust, National Association | 6,944 | $1.29M | 0.00% | −55,656−88.9% | Reduced |
| Wetherby Asset Management Inc | 6,969 | $1.30M | 0.07% | +304+4.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,006 | $1.30M | 0.02% | −44,108−86.3% | Reduced |
| Sherbrooke Park Advisers LLC | 7,141 | $1.33M | 0.63% | +1,674+30.6% | Added |
| Burns J W & Co Inc | 7,142 | $1.33M | 0.20% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 7,180 | $1.34M | 0.02% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 7,198 | $1.34M | 0.17% | +993+16.0% | Added |
| Ostrum Asset Management | 7,253 | $1.35M | 0.12% | −1,605−18.1% | Reduced |
| Arnhold LLC | 7,279 | $1.36M | 0.15% | +7,279 | New |
| WSFS Capital Management, LLC | 7,318 | $1.36M | 0.09% | +1,334+22.3% | Added |
| RKL Wealth Management LLC | 7,331 | $1.37M | 0.15% | +37+0.5% | Added |
| Ferguson Wellman Capital Management, Inc | 7,426 | $1.38M | 0.03% | +1,591+27.3% | Added |
| Azimuth Capital Investment Management LLC | 7,450 | $1.39M | 0.06% | +194+2.7% | Added |
| Groupama Asset Managment | 7,451 | $1.39M | 0.04% | +7,451 | New |
| Wealthquest Corp | 7,464 | $1.39M | 0.15% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 7,467 | $1.39M | 1.03% | +7,467 | New |
| Clear Rock Advisors, LLC | 7,151 | $1.40M | 0.63% | +7,151 | New |
| CenterBook Partners LP | 7,536 | $1.41M | 0.17% | −2,870−27.6% | Reduced |
| Adviser Investments LLC | 7,655 | $1.43M | 0.02% | +6,180+419.0% | Added |
| Apollon Wealth Management, LLC | 7,672 | $1.43M | 0.05% | +2,328+43.6% | Added |
| New Mexico Educational Retirement Board | 7,678 | $1.43M | 0.05% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 7,700 | $1.44M | 1.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 7,791 | $1.45M | 0.02% | −853−9.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,797 | $1.45M | 0.02% | −65−0.8% | Reduced |
| Csenge Advisory Group | 7,850 | $1.46M | 0.09% | +26+0.3% | Added |
| Ethic Inc. | 7,905 | $1.47M | 0.04% | +2,519+46.8% | Added |
| Inscription Capital, LLC | 7,932 | $1.48M | 0.40% | −1,805−18.5% | Reduced |
| Tower Bridge Advisors | 8,000 | $1.49M | 0.13% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 8,000 | $1.49M | 0.30% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8,016 | $1.49M | 0.10% | −6,558−45.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 8,045 | $1.50M | 0.21% | −825−9.3% | Reduced |
| Impax Asset Management Group plc | 8,056 | $1.50M | 0.01% | +3,308+69.7% | Added |
| Integrated Wealth Concepts LLC | 8,084 | $1.51M | 0.02% | +1,670+26.0% | Added |
| Asset Advisors Investment Management, LLC | 8,100 | $1.51M | 0.18% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 8,106 | $1.51M | 0.23% | −4,753−37.0% | Reduced |
| Keebeck Wealth Management, LLC | 8,151 | $1.52M | 0.25% | −581−6.7% | Reduced |
| Ami Investment Management Inc | 8,189 | $1.53M | 0.62% | +8,189 | New |
| Auxier Asset Management | 8,210 | $1.53M | 0.25% | +8,210 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,215 | $1.53M | 0.71% | −50−0.6% | Reduced |
| Boothbay Fund Management, LLC | 8,274 | $1.54M | 0.06% | −629−7.1% | Reduced |
| Commerce Bank | 8,302 | $1.55M | 0.01% | −843−9.2% | Reduced |
| Clearbridge Investments, LLC | 8,310 | $1.55M | 0.00% | +2,000+31.7% | Added |
| Stephens Inc | 8,321 | $1.55M | 0.03% | +1,279+18.2% | Added |
| Sciencast Management LP | 8,328 | $1.55M | 0.85% | +8,328 | New |
| Modera Wealth Management, LLC | 8,348 | $1.56M | 0.03% | −85−1.0% | Reduced |
| Huntington National Bank | 8,371 | $1.56M | 0.01% | +1,261+17.7% | Added |
| Settian Capital LP | 8,400 | $1.57M | 1.25% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 8,445 | $1.57M | 0.43% | +474+5.9% | Added |
| Hutner Capital Management Inc | 8,477 | $1.58M | 0.93% | −19−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 8,511 | $1.59M | 0.05% | −85−1.0% | Reduced |
| Sender Co & Partners, Inc. | 8,555 | $1.59M | 3.06% | +8,555 | New |
| Stock Yards Bank & Trust Co | 8,574 | $1.60M | 0.06% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 8,575 | $1.60M | 0.02% | −1,036−10.8% | Reduced |
| Kames Capital plc | 8,600 | $1.60M | 0.03% | +8,600 | New |
| LCNB Corp | 8,618 | $1.61M | 0.63% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 8,657 | $1.61M | 0.96% | 00.0% | Unchanged |
| CWM, LLC | 8,685 | $1.62M | 0.01% | −940−9.8% | Reduced |
| Shelton Capital Management | 8,741 | $1.63M | 0.05% | 00.0% | Unchanged |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,751 | $1.63M | 1.31% | +10.0% | Added |
| Centiva Capital, LP | 8,830 | $1.65M | 0.10% | +5,806+192.0% | Added |
| Mutual Advisors, LLC | 8,830 | $1.65M | 0.06% | +6,743+323.1% | Added |
| Significant Wealth Partners LLC | 8,899 | $1.66M | 1.21% | +8,899 | New |
| Castle Rock Wealth Management, LLC | 8,860 | $1.66M | 0.50% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 9,009 | $1.68M | 0.27% | +459+5.4% | Added |
| Lafayette Investments, Inc. | 9,077 | $1.69M | 0.42% | +3,250+55.8% | Added |
| Occudo Quantitative Strategies LP | 9,079 | $1.69M | 0.23% | −6,775−42.7% | Reduced |
| Louisiana State Employees Retirement System | 9,100 | $1.70M | 0.04% | −200−2.2% | Reduced |
| Cornerstone Advisors, LLC | 9,100 | $1.70M | 0.07% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 9,231 | $1.72M | 0.16% | +300+3.4% | Added |
| Capstone Investment Advisors, LLC | 9,231 | $1.72M | 0.03% | +2,508+37.3% | Added |
| Bridges Investment Management Inc | 9,390 | $1.75M | 0.06% | +164+1.8% | Added |
| Securian Asset Management, Inc | 9,465 | $1.76M | 0.05% | −1,243−11.6% | Reduced |
| Mount Lucas Management LP | 9,619 | $1.79M | 0.63% | +57+0.6% | Added |
| Concurrent Investment Advisors, LLC | 9,629 | $1.80M | 0.08% | +9,629 | New |
| Brinker Capital Investments, LLC | 9,420 | $1.80M | 0.02% | −201−2.1% | Reduced |
| Orion Portfolio Solutions, LLC | 9,420 | $1.80M | 0.02% | −201−2.1% | Reduced |
| McRae Capital Management Inc | 9,699 | $1.81M | 0.45% | −90−0.9% | Reduced |
| Smithfield Trust Co | 9,719 | $1.81M | 0.10% | −16−0.2% | Reduced |
| Howland Capital Management LLC | 9,723 | $1.81M | 0.10% | 00.0% | Unchanged |
| Cipher Capital LP | 9,786 | $1.82M | 0.59% | +7,112+266.0% | Added |
| Greenleaf Trust | 9,788 | $1.82M | 0.02% | −519−5.0% | Reduced |
| Leavell Investment Management, Inc. | 9,837 | $1.83M | 0.12% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 9,927 | $1.85M | 0.12% | +73+0.7% | Added |
| Cim, LLC | 9,573 | $1.85M | 0.29% | +2,494+35.2% | Added |
| Aurora Investment Counsel | 9,834 | $1.85M | 1.21% | +9,834 | New |
| Keybank National Association | 10,078 | $1.88M | 0.01% | −1,358−11.9% | Reduced |
| Hartford Investment Management Co | 10,087 | $1.88M | 0.07% | −122−1.2% | Reduced |
| Yacktman Asset Management LP | 10,200 | $1.90M | 0.02% | 00.0% | Unchanged |
| Wendell David Associates Inc | 10,200 | $1.90M | 0.20% | −1,635−13.8% | Reduced |
| ICW Investment Advisors LLC | 10,208 | $1.90M | 0.93% | +269+2.7% | Added |
| Wallace Capital Management Inc. | 10,325 | $1.92M | 0.29% | 00.0% | Unchanged |
| Scotia Capital Inc. | 10,336 | $1.93M | 0.01% | +2,988+40.7% | Added |