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 |
|---|---|---|---|---|---|
| CX Institutional | 1,049 | $195.6K | 0.01% | −3,275−75.7% | Reduced |
| TD Private Client Wealth LLC | 1,041 | $194.1K | 0.01% | −308−22.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,035 | $193.0K | 0.01% | +211+25.6% | Added |
| Neo Ivy Capital Management | 1,031 | $192.0K | 0.43% | +1,031 | New |
| Tandem Wealth Advisors LLC | 1,016 | $189.4K | 0.11% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,014 | $189.1K | 0.02% | −156−13.3% | Reduced |
| Horizon Bancorp Inc | 1,000 | $186.0K | 0.09% | +1,000 | New |
| V-Square Quantitative Management LLC | 987 | $184.0K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 985 | $183.6K | 0.02% | +985 | New |
| Kapitalo Investimentos Ltda | 980 | $182.7K | 0.04% | −258−20.8% | Reduced |
| Lowe Wealth Advisors, LLC | 932 | $173.8K | 0.09% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 915 | $171.0K | 0.03% | +1+0.1% | Added |
| Harbor Investment Advisory, LLC | 901 | $168.0K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 894 | $166.6K | 0.03% | +894 | New |
| Hantz Financial Services, Inc. | 867 | $162.0K | 0.00% | +53+6.5% | Added |
| MV Capital Management, Inc. | 863 | $160.9K | 0.02% | +42+5.1% | Added |
| Shell Asset Management Co | 840 | $157.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 768 | $154.0K | 0.00% | +85+12.4% | Added |
| AJOVista, LLC | 821 | $153.1K | 0.19% | +821 | New |
| Advantage Trust Co | 800 | $149.2K | 0.12% | +800 | New |
| Sentry Investment Management LLC | 786 | $147.0K | 0.06% | −84−9.7% | Reduced |
| JNBA Financial Advisors | 786 | $146.6K | 0.02% | 00.0% | Unchanged |
| RE Advisers Corp | 785 | $146.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 767 | $143.0K | 0.01% | +767 | New |
| Private Ocean, LLC | 762 | $142.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 737 | $141.2K | 0.01% | +59+8.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 754 | $141.0K | 0.07% | +54+7.7% | Added |
| Centaurus Financial, Inc. | 749 | $140.0K | 0.01% | −100−11.8% | Reduced |
| JFS Wealth Advisors, LLC | 747 | $139.3K | 0.01% | −2−0.3% | Reduced |
| AlphaCentric Advisors LLC | 731 | $136.3K | 0.09% | −103−12.4% | Reduced |
| Penserra Capital Management LLC | 700 | $130.0K | 0.00% | −146−17.3% | Reduced |
| CoreFirst Bank & Trust | 694 | $129.4K | 0.09% | −10−1.4% | Reduced |
| Anchor Investment Management, LLC | 688 | $128.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 685 | $127.7K | 0.02% | +641+1,456.8% | Added |
| LGT Financial Advisors LLC | 673 | $125.6K | 0.15% | +13+2.0% | Added |
| Deseret Mutual Benefit Administrators | 669 | $124.7K | 0.07% | −222−24.9% | Reduced |
| Manchester Capital Management LLC | 667 | $124.4K | 0.02% | +17+2.6% | Added |
| Sunbelt Securities, Inc. | 660 | $123.1K | 0.02% | +101+18.1% | Added |
| Salem Investment Counselors Inc | 645 | $120.3K | 0.00% | 00.0% | Unchanged |
| Blackhill Capital Inc | 600 | $111.9K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 596 | $111.1K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 586 | $109.0K | 0.02% | −100−14.6% | Reduced |
| Bank of New Hampshire | 580 | $108.1K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 565 | $105.3K | 0.04% | +44+8.4% | Added |
| Tradition Wealth Management, LLC | 565 | $105.0K | 0.01% | −9−1.6% | Reduced |
| Tortoise Investment Management, LLC | 561 | $104.6K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 558 | $104.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 550 | $102.5K | 0.01% | +550 | New |
| Tyler-Stone Wealth Management | 543 | $101.3K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 540 | $100.7K | 0.02% | +45+9.1% | Added |
| Peoples Financial Services Corp. | 529 | $98.6K | 0.04% | 00.0% | Unchanged |
| Elgethun Capital Management | 526 | $98.1K | 0.03% | +3+0.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 515 | $96.0K | 0.00% | +465+930.0% | Added |
| Hollencrest Capital Management | 505 | $94.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 502 | $93.4K | 0.02% | +2+0.4% | Added |
| Adirondack Trust Co | 497 | $93.4K | 0.04% | +138+38.4% | Added |
| Alta Advisers Ltd | 500 | $93.2K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 482 | $89.9K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 478 | $89.1K | 0.11% | +478 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 474 | $88.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 453 | $84.5K | 0.00% | +22+5.1% | Added |
| MCF Advisors LLC | 450 | $83.9K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 450 | $83.9K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 450 | $83.9K | 0.03% | +1+0.2% | Added |
| New Millennium Group LLC | 445 | $83.0K | 0.07% | −73−14.1% | Reduced |
| Independence Bank of Kentucky | 440 | $82.0K | 0.03% | +65+17.3% | Added |
| Wetzel Investment Advisors, Inc. | 430 | $80.0K | 0.05% | +430 | New |
| Sound Income Strategies, LLC | 429 | $79.9K | 0.01% | +426+14,200.0% | Added |
| Mendota Financial Group, LLC | 412 | $76.8K | 0.06% | +412 | New |
| Lindbrook Capital, LLC | 408 | $76.1K | 0.01% | −1,460−78.2% | Reduced |
| Ancora Advisors, LLC | 406 | $75.7K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 400 | $74.6K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 400 | $74.6K | 0.05% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 400 | $74.6K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 400 | $74.6K | 0.03% | +400 | New |
| Rosenberg Matthew Hamilton | 394 | $73.5K | 0.02% | +94+31.3% | Added |
| Evolution Advisers, Inc. | 377 | $72.0K | 0.05% | +2+0.5% | Added |
| Rakuten Investment Management, Inc. | 370 | $68.1K | 0.00% | +370 | New |
| Brown Brothers Harriman & Co | 365 | $68.1K | 0.00% | −55−13.1% | Reduced |
| Princeton Global Asset Management LLC | 357 | $66.5K | 0.02% | +1+0.3% | Added |
| Creative Capital Management Investments LLC | 350 | $65.2K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 349 | $65.1K | 0.00% | −430−55.2% | Reduced |
| Carolinas Wealth Consulting LLC | 346 | $64.5K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 330 | $61.5K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 327 | $61.0K | 0.03% | +300+1,111.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 325 | $60.5K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 316 | $58.9K | 0.03% | +54+20.6% | Added |
| Cranbrook Wealth Management, LLC | 314 | $58.5K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 310 | $57.8K | 0.01% | −25−7.5% | Reduced |
| Gleason Group, Inc. | 310 | $57.7K | 0.01% | +2+0.6% | Added |
| Glassman Wealth Services | 309 | $57.6K | 0.01% | +4+1.3% | Added |
| Concord Wealth Partners | 291 | $54.3K | 0.01% | −68−18.9% | Reduced |
| Salomon & Ludwin, LLC | 270 | $54.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 286 | $53.3K | 0.01% | +286 | New |
| JJJ Advisors Inc. | 283 | $52.8K | 0.01% | −16−5.4% | Reduced |
| Costello Asset Management, INC | 275 | $51.3K | 0.04% | +150+120.0% | Added |
| Glass Jacobson Investment Advisors llc | 266 | $49.6K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 266 | $49.6K | 0.03% | +2+0.8% | Added |
| Center for Financial Planning, Inc. | 264 | $49.2K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 264 | $49.2K | 0.10% | +75+39.7% | Added |