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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 1,352 institutions
Q1 2021: 1,007 institutionsQ2 2021: 1,040 institutionsQ3 2021: 1,040 institutionsQ4 2021: 1,138 institutionsQ1 2022: 1,191 institutionsQ2 2022: 1,212 institutionsQ3 2022: 1,228 institutionsQ4 2022: 1,294 institutionsQ1 2023: 1,337 institutionsQ2 2023: 1,357 institutionsQ3 2023: 1,301 institutionsQ4 2023: 1,352 institutionsQ1 2024: 1,362 institutionsQ2 2024: 1,384 institutionsQ3 2024: 1,400 institutionsQ4 2024: 1,349 institutionsQ1 2025: 1,348 institutionsQ2 2025: 1,314 institutionsQ3 2025: 1,360 institutionsQ4 2025: 1,415 institutionsQ1 2026: 1,480 institutionsQ2 2026: 1,417 institutions
Value heldQ4 2023: $21.8B
Q1 2021: $17.3BQ2 2021: $19.0BQ3 2021: $18.6BQ4 2021: $21.0BQ1 2022: $23.8BQ2 2022: $24.1BQ3 2022: $24.9BQ4 2022: $26.2BQ1 2023: $29.4BQ2 2023: $29.4BQ3 2023: $23.5BQ4 2023: $21.8BQ1 2024: $22.8BQ2 2024: $21.6BQ3 2024: $23.6BQ4 2024: $20.6BQ1 2025: $21.0BQ2 2025: $21.3BQ3 2025: $23.7BQ4 2025: $23.2BQ1 2026: $25.9BQ2 2026: $22.8B
Institutions holding HSY and their total value by quarter
QuarterHoldersValue
Q2 20261,417$22.8B
Q1 20261,480$25.9B
Q4 20251,415$23.2B
Q3 20251,360$23.7B
Q2 20251,314$21.3B
Q1 20251,348$21.0B
Q4 20241,349$20.6B
Q3 20241,400$23.6B
Q2 20241,384$21.6B
Q1 20241,362$22.8B
Q4 20231,352$21.8B
Q3 20231,301$23.5B
Q2 20231,357$29.4B
Q1 20231,337$29.4B
Q4 20221,294$26.2B
Q3 20221,228$24.9B
Q2 20221,212$24.1B
Q1 20221,191$23.8B
Q4 20211,138$21.0B
Q3 20211,040$18.6B
Q2 20211,040$19.0B
Q1 20211,007$17.3B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q3 2023.

Institutions holding HSY in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
North Star Investment Management Corp.263$49.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC258$48.1K0.01%−10−3.7%Reduced
Baystate Wealth Management LLC253$47.4K0.00%+1+0.4%Added
AlphaMark Advisors, LLC250$47.0K0.02%00.0%Unchanged
Orion Capital Management LLC250$46.6K0.03%00.0%Unchanged
Trivant Custom Portfolio Group, LLC250$46.6K0.03%+250New
Armstrong Advisory Group, Inc240$44.7K0.00%00.0%Unchanged
Bare Financial Services, Inc238$44.4K0.09%+238New
Bruce G. Allen Investments, LLC234$43.6K0.04%+234New
Sugarloaf Wealth Management, LLC229$42.7K0.01%00.0%Unchanged
CNB Bank225$41.9K0.02%00.0%Unchanged
Johnson Financial Group, Inc.215$40.1K0.00%00.0%Unchanged
Close Asset Management Ltd214$40.0K0.00%+56+35.4%Added
Frazier Financial Advisors, LLC211$39.3K0.03%+211New
Kepos Capital LP208$39.0K0.01%+44+26.8%Added
Bell Investment Advisors, Inc208$38.8K0.01%−19−8.4%Reduced
EverSource Wealth Advisors, LLC207$38.6K0.00%+12+6.2%Added
Pacifica Partners Inc.200$37.6K0.02%00.0%Unchanged
Creative Financial Designs Inc201$37.5K0.00%−634−75.9%Reduced
Old Second National Bank of Aurora200$37.3K0.01%00.0%Unchanged
Laffer Tengler Investments200$37.3K0.01%00.0%Unchanged
Community Bank, N.A.200$37.3K0.00%00.0%Unchanged
Transcendent Capital Group LLC200$37.3K0.02%+200New
Pacific Center for Financial Services196$36.5K0.01%00.0%Unchanged
Compass Wealth Management LLC196$36.5K0.01%00.0%Unchanged
Smartleaf Asset Management LLC197$36.3K0.01%+197New
Prestige Wealth Management Group LLC191$35.6K0.01%00.0%Unchanged
Quarry LP184$34.3K0.02%+184New
Washington Trust Co179$33.4K0.00%+29+19.3%Added
Thompson Investment Management, Inc.175$32.6K0.01%00.0%Unchanged
Rakuten Securities, Inc.170$31.7K0.03%+170New
Highlander Capital Management, LLC169$31.5K0.01%+94+125.3%Added
Bangor Savings Bank162$30.2K0.00%00.0%Unchanged
Covestor Ltd159$30.0K0.02%00.0%Unchanged
First Financial Corp157$29.3K0.01%+157New
Financial Avengers, Inc.154$28.7K0.02%+1+0.7%Added
Indiana Trust & Investment Management CO150$28.0K0.01%00.0%Unchanged
First Personal Financial Services150$28.0K0.01%00.0%Unchanged
Rockbridge Investment Management, LCC150$28.0K0.00%+150New
Retirement Group, LLC149$27.8K0.01%+1+0.7%Added
Brown, Lisle/Cummings, Inc.148$27.6K0.01%00.0%Unchanged
Gradient Investments LLC146$27.2K0.00%00.0%Unchanged
Castleview Partners, LLC139$25.9K0.02%+139New
Caitlin John, LLC136$25.3K0.02%+136New
Main Street Group, LTD135$25.2K0.01%+135New
PFS Partners, LLC130$24.2K0.02%+1+0.8%Added
Beaird Harris Wealth Management, LLC129$24.1K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc128$23.9K0.00%00.0%Unchanged
Kelly Financial Services LLC127$23.7K0.01%00.0%Unchanged
Quent Capital, LLC126$23.5K0.00%+11+9.6%Added
Plante Moran Financial Advisors, LLC125$23.3K0.00%−202−61.8%Reduced
Pinnacle Bancorp, Inc.125$23.3K0.01%00.0%Unchanged
Ofi Invest Asset Management129$21.8K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC117$21.7K0.01%−20−14.6%Reduced
Fortitude Family Office, LLC114$21.3K0.02%+114New
BKM Wealth Management, LLC112$20.9K0.01%+112New
West Branch Capital LLC111$20.7K0.01%+3+2.8%Added
CVA Family Office, LLC109$20.3K0.00%+109New
Burkett Financial Services, LLC108$20.2K0.01%+108New
Livelsberger Financial Advisory103$19.2K0.02%+103New
PrairieView Partners, LLC100$19.0K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.100$18.6K0.00%−52−34.2%Reduced
Riggs Asset Managment Co. Inc.100$18.6K0.01%00.0%Unchanged
Sittner & Nelson, LLC100$18.6K0.01%00.0%Unchanged
Financial Freedom, LLC100$18.6K0.01%00.0%Unchanged
EntryPoint Capital, LLC100$18.6K0.02%+100New
O'Dell Group, LLC97$18.1K0.00%+97New
ICA Group Wealth Management, LLC97$18.1K0.00%+97New
Webster Bank, N. A.90$16.8K0.00%00.0%Unchanged
Addison Advisors LLC88$16.4K0.01%+43+95.6%Added
REAP Financial Group, LLC85$15.9K0.00%+85New
BBJS Financial Advisors, LLC85$15.8K0.01%+85New
Loomis Sayles & Co L P82$15.0K0.00%+39+90.7%Added
Baldwin Brothers Inc75$14.0K0.00%−25−25.0%Reduced
Kessler Investment Group, LLC75$14.0K0.01%00.0%Unchanged
Asset Dedication, LLC69$13.0K0.00%00.0%Unchanged
Venturi Wealth Management, LLC69$12.9K0.00%−30−30.3%Reduced
Private Wealth Management Group, LLC69$12.9K0.01%+69New
Glen Eagle Advisors, LLC69$12.8K0.00%+28+68.3%Added
Tradewinds Capital Management, LLC67$12.6K0.01%00.0%Unchanged
Trifecta Capital Advisors, LLC63$11.7K0.00%00.0%Unchanged
Bromfield Sneider Wealth Advisors60$11.2K0.01%00.0%Unchanged
Stephens Consulting, LLC57$10.6K0.00%00.0%Unchanged
Insight Financial Services57$10.6K0.01%00.0%Unchanged
Garner Asset Management Corp51$10.6K0.01%+51New
Valley National Advisers Inc54$10.0K0.00%00.0%Unchanged
Planned Solutions, Inc.52$9.70K0.00%+52New
Hoese & Co LLP50$9.40K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC50$9.32K0.00%−50−50.0%Reduced
Piscataqua Savings Bank50$9.32K0.01%00.0%Unchanged
Greenwood Gearhart Inc50$9.32K0.00%+50New
GW&K Investment Management, LLC50$9.00K0.00%+6+13.6%Added
Criterion Capital Advisors, LLC48$8.95K0.01%+48New
Abound Wealth Management46$8.58K0.00%00.0%Unchanged
Kozak & Associates, Inc.44$8.45K0.00%00.0%Unchanged
Eagle Bay Advisors LLC43$8.02K0.01%−5−10.4%Reduced
Financial Management Professionals, Inc.44$8.00K0.00%−43−49.4%Reduced
McIlrath & Eck, LLC40$7.46K0.00%00.0%Unchanged
Dividend Assets Capital, LLC40$7.00K0.00%−31−43.7%Reduced
Annis Gardner Whiting Capital Advisors, LLC37$6.90K0.00%−33−47.1%Reduced