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 28 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 |
|---|---|---|---|---|---|
| New Century Financial Group, LLC | 1,900 | $354.2K | 0.31% | +1,900 | New |
| Grandfield & Dodd, LLC | 1,897 | $353.8K | 0.02% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,887 | $351.8K | 0.01% | +18+1.0% | Added |
| Trust Co of Toledo NA | 1,884 | $351.3K | 0.06% | 00.0% | Unchanged |
| Wade G W & Inc | 1,878 | $350.0K | 0.01% | +265+16.4% | Added |
| Hall Capital Management Co Inc | 1,875 | $349.6K | 0.21% | 00.0% | Unchanged |
| 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 |
| Almanack Investment Partners, LLC. | 1,862 | $347.2K | 0.06% | +1,862 | New |
| Apeiron RIA LLC | 1,854 | $345.7K | 0.11% | −98−5.0% | Reduced |
| 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 |
| GAMMA Investing LLC | 1,782 | $344.9K | 0.09% | +1,782 | New |
| Astoria Portfolio Advisors LLC. | 1,767 | $344.1K | 0.14% | +79+4.7% | Added |
| Cassia Capital Partners, LLC | 1,843 | $343.6K | 0.29% | +168+10.0% | Added |
| SeaCrest Wealth Management, LLC | 1,830 | $343.3K | 0.04% | +158+9.4% | Added |
| 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 |
| Sigma Planning Corp | 1,822 | $339.8K | 0.03% | −1,389−43.3% | Reduced |
| Diversified Trust Co | 1,813 | $338.0K | 0.01% | −292−13.9% | Reduced |
| Twin Capital Management Inc | 1,808 | $337.1K | 0.04% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 1,803 | $336.2K | 0.01% | −1,167−39.3% | Reduced |
| Traphagen Investment Advisors LLC | 1,803 | $336.1K | 0.04% | −344−16.0% | Reduced |
| Smith Anglin Financial, LLC | 1,802 | $335.9K | 0.04% | −114−5.9% | Reduced |
| Sanchez Wealth Management Group | 1,799 | $335.4K | 0.12% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,794 | $334.5K | 0.02% | +60+3.5% | Added |
| Symmetry Partners, LLC | 1,806 | $333.0K | 0.02% | −548−23.3% | Reduced |
| Essex Financial Services, Inc. | 1,780 | $332.0K | 0.03% | +32+1.8% | Added |
| Monterey Private Wealth, Inc. | 1,772 | $330.4K | 0.15% | +14+0.8% | Added |
| Aft, Forsyth & Company, Inc. | 1,765 | $329.1K | 0.21% | −45−2.5% | Reduced |
| Coldstream Capital Management Inc | 1,759 | $328.0K | 0.01% | +184+11.7% | Added |
| Ashton Thomas Private Wealth, LLC | 1,754 | $327.0K | 0.02% | +2+0.1% | Added |
| Ramirez Asset Management, Inc. | 1,739 | $324.2K | 0.07% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,735 | $323.5K | 0.05% | −2,650−60.4% | Reduced |
| Clear Harbor Asset Management, LLC | 1,732 | $322.9K | 0.03% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 1,726 | $321.8K | 0.09% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,724 | $321.4K | 0.06% | +84+5.1% | Added |
| ISAM Funds (UK) Ltd | 1,724 | $321.4K | 0.23% | +1,724 | New |
| Joel Isaacson & Co., LLC | 1,724 | $321.4K | 0.02% | +2+0.1% | Added |
| Mechanics Bank Trust Department | 1,712 | $319.2K | 0.05% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 1,710 | $318.8K | 0.02% | −90−5.0% | Reduced |
| Wexford Capital LP | 1,709 | $318.6K | 0.07% | +1,709 | New |
| Fundamentun, LLC | 1,706 | $318.1K | 0.04% | −56−3.2% | Reduced |
| MN Wealth Advisors, LLC | 1,704 | $317.8K | 0.22% | +1,704 | New |
| Hartford Financial Management Inc. | 1,699 | $316.8K | 0.07% | +6+0.4% | Added |
| Wimmer Associates 1, LLC | 1,690 | $315.1K | 0.18% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 1,691 | $315.0K | 0.08% | −115−6.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,685 | $314.0K | 0.27% | +150+9.8% | Added |
| Econ Financial Services Corp | 1,671 | $311.5K | 0.22% | +6+0.4% | Added |
| Ambassador Advisors, LLC | 1,582 | $310.7K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,666 | $310.6K | 0.01% | −81−4.6% | Reduced |
| First National Bank & Trust Co of Newtown | 1,666 | $310.6K | 0.07% | +109+7.0% | Added |
| Horan Capital Advisors, LLC. | 1,664 | $310.2K | 0.11% | −460−21.7% | Reduced |
| RFG Advisory, LLC | 1,663 | $310.0K | 0.01% | −21−1.2% | Reduced |
| Cannon Financial Strategists, Inc. | 1,660 | $309.5K | 0.07% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 1,642 | $306.1K | 0.11% | −624−27.5% | Reduced |
| Crestwood Advisors Group LLC | 1,633 | $304.5K | 0.01% | +1,633 | New |
| Douglas Lane & Associates, LLC | 1,620 | $302.0K | 0.00% | −14−0.9% | Reduced |
| Nwam LLC | 1,616 | $301.3K | 0.02% | +1,616 | New |
| Kraft, Davis & Associates, LLC | 1,579 | $301.0K | 0.09% | +1,579 | New |
| Algert Global LLC | 1,610 | $300.2K | 0.01% | +433+36.8% | Added |
| Cigna Investments Inc | 1,606 | $300.0K | 0.06% | +42+2.7% | Added |
| CAPROCK Group, Inc. | 1,608 | $299.8K | 0.02% | +519+47.7% | Added |
| Northstar Group, Inc. | 1,602 | $298.7K | 0.06% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 1,600 | $298.3K | 0.13% | +1,600 | New |
| SignalPoint Asset Management, LLC | 1,593 | $297.0K | 0.09% | +60+3.9% | Added |
| Trust Co of Virginia | 1,593 | $297.0K | 0.03% | +14+0.9% | Added |
| Avestar Capital, LLC | 1,592 | $296.8K | 0.04% | +19+1.2% | Added |
| International Assets Investment Management, LLC | 1,586 | $295.7K | 0.04% | −4−0.3% | Reduced |
| MEMBERS Trust Co | 1,599 | $294.4K | 0.01% | +100+6.7% | Added |
| Old Point Trust & Financial Services N A | 1,575 | $293.6K | 0.12% | +1,575 | New |
| Letson Investment Management, Inc. | 1,575 | $293.6K | 0.14% | +1,575 | New |
| Nations Financial Group Inc, | 1,557 | $290.3K | 0.03% | −1−0.1% | Reduced |
| Meeder Advisory Services, Inc. | 1,548 | $288.7K | 0.03% | −316−17.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,542 | $287.5K | 0.08% | −21−1.3% | Reduced |
| Altshuler Shaham Ltd | 1,542 | $287.5K | 0.02% | +1,413+1,095.3% | Added |
| Synovus Financial Corp | 1,537 | $286.9K | 0.00% | −840−35.3% | Reduced |
| Evercore Wealth Management, LLC | 1,536 | $286.4K | 0.00% | +9+0.6% | Added |
| Arkadios Wealth Advisors | 1,535 | $286.2K | 0.02% | +77+5.3% | Added |
| Westpac Banking Corp | 1,531 | $285.4K | 0.02% | −6,563−81.1% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,527 | $284.8K | 0.12% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,527 | $284.7K | 0.01% | −178−10.4% | Reduced |
| BCJ Capital Management, LLC | 1,526 | $284.5K | 0.02% | +12+0.8% | Added |
| Global Trust Asset Management, LLC | 1,525 | $284.4K | 0.12% | −425−21.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,525 | $284.3K | 0.20% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,510 | $281.5K | 0.03% | 00.0% | Unchanged |
| Navellier & Associates Inc | 1,508 | $281.2K | 0.04% | −2−0.1% | Reduced |
| Beaton Management Co. Inc. | 1,509 | $281.0K | 0.17% | 00.0% | Unchanged |
| Cypress Capital Group | 1,502 | $280.0K | 0.04% | −51−3.3% | Reduced |
| Connecticut Wealth Management, LLC | 1,501 | $279.8K | 0.02% | +384+34.4% | Added |
| Rossmore Private Capital | 1,501 | $279.8K | 0.04% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,500 | $279.7K | 0.10% | −600−28.6% | Reduced |
| Nadler Financial Group, Inc. | 1,500 | $279.7K | 0.04% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,500 | $279.7K | 0.10% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,487 | $277.2K | 0.26% | +1,487 | New |
| Spire Wealth Management | 1,446 | $275.5K | 0.01% | −19,451−93.1% | Reduced |
| Berkshire Bank | 1,476 | $275.2K | 0.07% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,475 | $275.0K | 0.02% | −129−8.0% | Reduced |
| M3 Advisory Group, LLC | 1,467 | $273.6K | 0.32% | +1,467 | New |
| Guardian Wealth Advisors, LLC | 1,466 | $273.3K | 0.04% | −403−21.6% | Reduced |