Hershey Co

HSY

Exchange: NYSE
Industry: Sugar & Confectionery Products
SEC CIK: 0000047111

SEC filings (opens in a new tab)

In the last 90 days, Hershey Co insiders filed 0 open-market purchases and 29 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

Value heldQ4 2023: $21.8B

Institutions holding HSY and their total value by quarter
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.

Institutions holding HSY in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
American Capital Advisory, LLC	35	$6.53K	0.00%	+35	New
MeadowBrook Investment Advisors LLC	35	$6.53K	0.01%	+35	New
Globeflex Capital L P	34	$6.34K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	33	$6.15K	0.00%	−140−80.9%	Reduced
Red Tortoise LLC	32	$5.97K	0.00%	00.0%	Unchanged
Partnership Wealth Management, LLC	29	$5.61K	0.00%	+29	New
Life Planning Partners, Inc	30	$5.59K	0.01%	+30	New
SOA Wealth Advisors, LLC.	29	$5.46K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	28	$5.23K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	28	$5.22K	0.00%	−16−36.4%	Reduced
Norwood Financial Corp	25	$4.66K	0.01%	00.0%	Unchanged
SRS Capital Advisors, Inc.	25	$4.66K	0.00%	+21+525.0%	Added
Planning Capital Management Corp	25	$4.66K	0.00%	+25	New
Raffa Wealth Management, LLC	23	$4.29K	0.00%	00.0%	Unchanged
PayPay Securities Corp	22	$4.14K	0.20%	+4+22.2%	Added
Nemes Rush Group LLC	22	$4.10K	0.00%	00.0%	Unchanged
Scarborough Advisors, LLC	21	$3.92K	0.00%	+21	New
Coppell Advisory Solutions LLC	18	$3.36K	0.00%	+6+50.0%	Added
Moisand Fitzgerald Tamayo, LLC	17	$3.17K	0.00%	−6−26.1%	Reduced
Grove Bank & Trust	17	$3.17K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	17	$3.17K	0.00%	00.0%	Unchanged
Kelly Lawrence W & Associates Inc	16	$2.98K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	16	$2.93K	0.00%	00.0%	Unchanged
Copeland Capital Management, LLC	15	$2.80K	0.00%	00.0%	Unchanged
Guardian Wealth Management, Inc.	15	$2.77K	0.00%	00.0%	Unchanged
Beacon Capital Management, LLC	14	$2.72K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	14	$2.61K	0.00%	+14	New
Lam Group, Inc.	13	$2.42K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	12	$2.24K	0.00%	+7+140.0%	Added
Longfellow Investment Management Co LLC	11	$2.05K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	11	$2.05K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	12	$2.00K	0.00%	−34−73.9%	Reduced
Avion Wealth	13	$2.00K	0.00%	+7+116.7%	Added
SJS Investment Consulting Inc.	10	$1.86K	0.00%	+2+25.0%	Added
China Universal Asset Management Co., Ltd.	10	$1.86K	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	10	$1.86K	0.00%	+3+42.9%	Added
Robbins Farley LLC	9	$1.68K	0.00%	+4+80.0%	Added
Dunhill Financial, LLC	9	$1.66K	0.00%	+9	New
Voisard Asset Management Group, Inc.	7	$1.33K	0.00%	+7	New
DiNuzzo Private Wealth, Inc.	7	$1.31K	0.00%	+7	New
Whittier Trust Co	7	$1.30K	0.00%	−21−75.0%	Reduced
Tennessee Valley Asset Management Partners	7	$1.30K	0.00%	+7	New
Cherry Tree Wealth Management, LLC	6	$1.12K	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	2	$373	0.00%	00.0%	Unchanged
Evermay Wealth Management LLC	2	$373	0.00%	+2	New
Valued Wealth Advisors LLC	1	$201	0.00%	+1	New
Tfo-TDC, LLC	1	$186	0.00%	−3−75.0%	Reduced
Carolina Wealth Advisors, LLC	1	$186	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	0	$10	0.00%	0	Unchanged
Sofos Investments, Inc.	0	$6	0.00%	0	Unchanged
Dogwood Wealth Management LLC	0	$5	0.00%	0	New
Householder Group Estate & Retirement Specialist, LLC	3	$0	0.00%	00.0%	Unchanged
Alyeska Investment Group, L.P.	0	$0	0.00%	−655,565−100.0%	Sold out
Stillwater Capital Advisors, LLC	0	$0	0.00%	−50,558−100.0%	Sold out
Point72 Middle East FZE	0	$0	0.00%	−31,254−100.0%	Sold out
Campbell & CO Investment Adviser LLC	0	$0	0.00%	−27,978−100.0%	Sold out
AustralianSuper Pty Ltd	0	$0	0.00%	−27,212−100.0%	Sold out
Marietta Investment Partners LLC	0	$0	0.00%	−23,320−100.0%	Sold out
Beck Bode, LLC	0	$0	0.00%	−20,257−100.0%	Sold out
C2C Wealth Management, LLC	0	$0	0.00%	−18,466−100.0%	Sold out
Artemis Investment Management LLP	0	$0	0.00%	−16,599−100.0%	Sold out
Dynamic Technology Lab Private Ltd	0	$0	0.00%	−15,219−100.0%	Sold out
Element Capital Management LLC	0	$0	0.00%	−14,778−100.0%	Sold out
TKG Advisors, LLC	0	$0	0.00%	−14,319−100.0%	Sold out
Echo Street Capital Management LLC	0	$0	0.00%	−13,072−100.0%	Sold out
Eaton Financial Holdings Company, LLC	0	$0	0.00%	−12,213−100.0%	Sold out
Geneva Partners, LLC	0	$0	0.00%	−12,046−100.0%	Sold out
Legacy Wealth Management, LLC	0	$0	0.00%	−11,182−100.0%	Sold out
Ilmarinen Mutual Pension Insurance Co	0	$0	0.00%	−11,000−100.0%	Sold out
G&S Capital LLC	0	$0	0.00%	−9,102−100.0%	Sold out
Wakefield Asset Management LLLP	0	$0	0.00%	−9,020−100.0%	Sold out
Blue Square Asset Management, LLC	0	$0	0.00%	−8,673−100.0%	Sold out
Magnetar Financial LLC	0	$0	0.00%	−8,462−100.0%	Sold out
Machina Capital S.A.S.	0	$0	0.00%	−8,067−100.0%	Sold out
B&D White Capital Company, LLC	0	$0	0.00%	−7,800−100.0%	Sold out
Buckingham Strategic Partners	0	$0	0.00%	−7,228−100.0%	Sold out
Paloma Partners Management Co	0	$0	0.00%	−7,098−100.0%	Sold out
Sheaff Brock Investment Advisors, LLC	0	$0	0.00%	−6,900−100.0%	Sold out
Jag Capital Management, LLC	0	$0	0.00%	−6,638−100.0%	Sold out
Oak Thistle LLC	0	$0	0.00%	−5,919−100.0%	Sold out
Great Diamond Partners, LLC	0	$0	0.00%	−5,401−100.0%	Sold out
Oxler Private Wealth LLC	0	$0	0.00%	−5,185−100.0%	Sold out
DoubleLine ETF Adviser LP	0	$0	0.00%	−5,179−100.0%	Sold out
HWG Holdings LP	0	$0	0.00%	−4,954−100.0%	Sold out
Graham Capital Management, L.P.	0	$0	0.00%	−4,783−100.0%	Sold out
TrimTabs Asset Management, LLC	0	$0	0.00%	−4,354−100.0%	Sold out
Fox Run Management, L.L.C.	0	$0	0.00%	−4,191−100.0%	Sold out
Toews Corp	0	$0	0.00%	−3,800−100.0%	Sold out
Stevens Capital Management LP	0	$0	0.00%	−3,630−100.0%	Sold out
Jackson Creek Investment Advisors LLC	0	$0	0.00%	−3,571−100.0%	Sold out
Eudaimonia Partners, LLC	0	$0	0.00%	−3,565−100.0%	Sold out
Axq Capital, LP	0	$0	0.00%	−3,400−100.0%	Sold out
Ami Asset Management Corp	0	$0	0.00%	−3,304−100.0%	Sold out
Everence Capital Management Inc	0	$0	0.00%	−3,180−100.0%	Sold out
Virtus ETF Advisers LLC	0	$0	0.00%	−3,028−100.0%	Sold out
MQS Management LLC	0	$0	0.00%	−2,905−100.0%	Sold out
Dark Forest Capital Management LP	0	$0	0.00%	−2,421−100.0%	Sold out
SRB Corp	0	$0	0.00%	−2,162−100.0%	Sold out
Fund Management at Engine No. 1 LLC	0	$0	0.00%	−2,144−100.0%	Sold out
Pearl River Capital, LLC	0	$0	0.00%	−2,095−100.0%	Sold out