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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 1,464 | $273.0K | 0.00% | −122−7.7% | Reduced |
| 9258 Wealth Management, LLC | 1,461 | $272.4K | 0.05% | −779−34.8% | Reduced |
| UniSuper Management Pty Ltd | 1,458 | $271.8K | 0.00% | +358+32.5% | Added |
| Accurate Wealth Management, LLC | 1,428 | $271.8K | 0.08% | +58+4.2% | Added |
| FDx Advisors, Inc. | 1,452 | $271.0K | 0.02% | −100−6.4% | Reduced |
| Northcape Wealth Management, LLC | 1,453 | $271.0K | 0.10% | −28−1.9% | Reduced |
| FNY Investment Advisers, LLC | 1,445 | $269.0K | 0.30% | +1,445 | New |
| Bogart Wealth, LLC | 1,436 | $267.8K | 0.02% | +5+0.3% | Added |
| Relyea Zuckerberg Hanson LLC | 1,432 | $267.1K | 0.05% | −490−25.5% | Reduced |
| Headinvest, LLC | 1,425 | $265.7K | 0.06% | −250−14.9% | Reduced |
| Quadrant Capital Group LLC | 1,421 | $264.9K | 0.02% | −262−15.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,407 | $262.3K | 0.02% | −618−30.5% | Reduced |
| Baldwin Investment Management, LLC | 1,401 | $261.2K | 0.04% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,400 | $261.0K | 0.00% | −263−15.8% | Reduced |
| Cypress Asset Management Inc | 1,400 | $261.0K | 0.08% | −50−3.4% | Reduced |
| Ignite Planners, LLC | 1,354 | $260.0K | 0.08% | −744−35.5% | Reduced |
| Vaughan David Investments LLC | 1,394 | $260.0K | 0.01% | +5+0.4% | Added |
| StoneX Group Inc. | 1,393 | $259.8K | 0.03% | +1,393 | New |
| Madden Securities Corp | 1,376 | $256.5K | 0.14% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,375 | $256.4K | 0.09% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,375 | $256.4K | 0.11% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,370 | $255.0K | 0.03% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,360 | $253.6K | 0.02% | +100+7.9% | Added |
| Trust Co of Vermont | 1,348 | $251.3K | 0.02% | −1,414−51.2% | Reduced |
| Perigon Wealth Management, LLC | 1,343 | $250.4K | 0.01% | −112−7.7% | Reduced |
| International Private Wealth Advisors LLC | 1,343 | $250.4K | 0.25% | +1,343 | New |
| Checchi Capital Advisers, LLC | 1,342 | $250.2K | 0.02% | +61+4.8% | Added |
| Mogy Joel R Investment Counsel Inc | 1,333 | $248.5K | 0.02% | 00.0% | Unchanged |
| Girard Partners Ltd. | 1,330 | $248.0K | 0.03% | +8+0.6% | Added |
| Summit Financial, LLC | 1,327 | $247.5K | 0.02% | −201−13.2% | Reduced |
| Fisher Asset Management, LLC | 1,326 | $247.3K | 0.00% | +10+0.8% | Added |
| Vista Investment Partners LLC | 1,320 | $246.1K | 0.09% | +1,320 | New |
| Stratos Wealth Advisors, LLC | 1,316 | $245.4K | 0.01% | −188−12.5% | Reduced |
| Beaumont Financial Advisors, LLC | 1,313 | $244.8K | 0.02% | −4−0.3% | Reduced |
| Schnieders Capital Management LLC | 1,308 | $243.9K | 0.05% | +1,308 | New |
| Vertex Planning Partners, LLC | 1,307 | $243.6K | 0.07% | +68+5.5% | Added |
| Equitable Trust Co | 1,300 | $242.4K | 0.02% | −156−10.7% | Reduced |
| Pitcairn Co | 1,287 | $239.9K | 0.02% | +29+2.3% | Added |
| BCGM Wealth Management, LLC | 1,276 | $237.8K | 0.10% | +9+0.7% | Added |
| Commonwealth Financial Services, LLC | 1,273 | $237.4K | 0.06% | −190−13.0% | Reduced |
| Pegasus Asset Management, Inc. | 1,260 | $234.9K | 0.10% | −240−16.0% | Reduced |
| Alpha Omega Wealth Management LLC | 1,254 | $233.8K | 0.04% | +19+1.5% | Added |
| Coastline Trust Co | 1,250 | $233.1K | 0.03% | 00.0% | Unchanged |
| Gabelli Funds LLC | 1,250 | $233.1K | 0.00% | +250+25.0% | Added |
| Select Asset Management & Trust | 1,250 | $233.0K | 0.11% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,247 | $232.0K | 0.04% | +1,247 | New |
| Strategic Financial Services, Inc, | 1,244 | $231.9K | 0.02% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,241 | $231.4K | 0.03% | −157−11.2% | Reduced |
| Birch Hill Investment Advisors LLC | 1,240 | $231.2K | 0.01% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 1,220 | $227.5K | 0.08% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,219 | $227.3K | 0.04% | +12+1.0% | Added |
| Conning Inc. | 1,214 | $226.3K | 0.01% | −15−1.2% | Reduced |
| Mather Group, LLC. | 1,210 | $225.5K | 0.00% | −2−0.2% | Reduced |
| Tocqueville Asset Management L.P. | 1,202 | $224.1K | 0.00% | +1,202 | New |
| Hapanowicz & Associates Financial Services, Inc | 1,200 | $223.7K | 0.14% | 00.0% | Unchanged |
| Able Wealth Management LLC | 1,200 | $223.7K | 0.20% | +1,200 | New |
| Gill Capital Partners, LLC | 1,198 | $223.3K | 0.09% | +8+0.7% | Added |
| Hudson Valley Investment Advisors Inc | 1,164 | $222.8K | 0.03% | −6−0.5% | Reduced |
| Jones Financial Companies LLLP | 1,195 | $222.8K | 0.00% | −98−7.6% | Reduced |
| Alera Investment Advisors, LLC | 1,185 | $220.9K | 0.03% | +1,185 | New |
| Smart Money Group LLC | 1,180 | $220.0K | 0.10% | +1,180 | New |
| Channel Wealth LLC | 1,179 | $219.8K | 0.10% | −500−29.8% | Reduced |
| Chicago Partners Investment Group LLC | 1,161 | $219.8K | 0.01% | +42+3.8% | Added |
| Diversified, LLC | 1,173 | $218.6K | 0.05% | +1,173 | New |
| Moneta Group Investment Advisors LLC | 1,168 | $217.8K | 0.00% | +14+1.2% | Added |
| Skopos Labs, Inc. | 1,158 | $215.9K | 0.10% | +1,158 | New |
| Left Brain Wealth Management, LLC | 1,156 | $215.5K | 0.12% | −24−2.0% | Reduced |
| Meritage Group LP | 1,154 | $215.0K | 0.00% | −22−1.9% | Reduced |
| CFM Wealth Partners LLC | 1,148 | $214.0K | 0.05% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,147 | $213.8K | 0.02% | +23+2.0% | Added |
| IFP Advisors, Inc | 1,144 | $213.4K | 0.01% | +18+1.6% | Added |
| First Foundation Advisors | 1,143 | $213.1K | 0.01% | −486−29.8% | Reduced |
| True North Advisors, LLC | 1,143 | $213.1K | 0.05% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 1,142 | $212.9K | 0.02% | −7−0.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,138 | $212.1K | 0.04% | +58+5.4% | Added |
| Wealth Alliance | 1,137 | $212.0K | 0.03% | +99+9.5% | Added |
| Oracle Alpha Inc. | 1,135 | $211.6K | 0.27% | +1,135 | New |
| Running Point Capital Advisors, LLC | 1,130 | $210.7K | 0.10% | +45+4.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,129 | $210.5K | 0.02% | +1,129 | New |
| Taylor Hoffman Wealth Management | 1,111 | $207.1K | 0.09% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,111 | $207.1K | 0.01% | +334+43.0% | Added |
| Rehmann Capital Advisory Group | 1,105 | $206.1K | 0.02% | −51−4.4% | Reduced |
| Belpointe Asset Management LLC | 1,105 | $206.1K | 0.02% | −620−35.9% | Reduced |
| Collective Family Office LLC | 1,102 | $205.5K | 0.07% | +1,102 | New |
| TownSquare Capital, LLC | 1,101 | $205.3K | 0.00% | −60−5.2% | Reduced |
| Farmers National Bank | 1,100 | $205.1K | 0.07% | −25−2.2% | Reduced |
| First City Capital Management, Inc. | 1,100 | $205.1K | 0.12% | 00.0% | Unchanged |
| Towercrest Capital Management | 1,100 | $205.1K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 1,100 | $205.1K | 0.09% | −33−2.9% | Reduced |
| Alliance Wealth Management Group | 1,100 | $205.1K | 0.06% | +1,100 | New |
| W Advisors, LLC | 1,097 | $204.5K | 0.15% | +4+0.4% | Added |
| Outlook Wealth Advisors, LLC | 1,096 | $204.3K | 0.07% | +1,096 | New |
| St Germain D J Co Inc | 1,095 | $204.2K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,092 | $204.0K | 0.04% | +651+147.6% | Added |
| Choate Investment Advisors | 1,090 | $203.2K | 0.01% | −83−7.1% | Reduced |
| M. Kulyk & Associates, LLC | 1,080 | $201.4K | 0.05% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,078 | $201.0K | 0.01% | +6+0.6% | Added |
| Van Cleef Asset Management,Inc | 1,075 | $200.4K | 0.03% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,073 | $200.1K | 0.06% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,068 | $199.1K | 0.06% | +832+352.5% | Added |