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 30 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 |
|---|---|---|---|---|---|
| Sand Hill Global Advisors, LLC | 23,181 | $4.32M | 0.21% | +296+1.3% | Added |
| Virtu Financial LLC | 22,857 | $4.26M | 0.34% | +22,857 | New |
| CIBC World Markets Inc. | 22,747 | $4.24M | 0.01% | +11,563+103.4% | Added |
| Engineers Gate Manager LP | 22,689 | $4.23M | 0.12% | −27,411−54.7% | Reduced |
| Reliant Investment Management, LLC | 22,380 | $4.17M | 2.12% | +22,380 | New |
| Natixis | 21,936 | $4.09M | 0.03% | −14,066−39.1% | Reduced |
| Evexia Wealth LLC | 20,631 | $4.08M | 1.72% | +646+3.2% | Added |
| DT Investment Partners, LLC | 20,645 | $4.07M | 0.44% | −70−0.3% | Reduced |
| Beacon Pointe Advisors, LLC | 21,786 | $4.06M | 0.05% | +553+2.6% | Added |
| Peapack Gladstone Financial Corp | 21,772 | $4.06M | 0.07% | −433−2.0% | Reduced |
| Fiduciary Trust Co | 21,738 | $4.05M | 0.07% | +100+0.5% | Added |
| Edgestream Partners, L.P. | 21,634 | $4.03M | 0.29% | +17,815+466.5% | Added |
| Public Employees Retirement Association of Colorado | 21,605 | $4.03M | 0.02% | −476−2.2% | Reduced |
| Fortis Group Advisors, LLC | 16,223 | $4.03M | 1.00% | +732+4.7% | Added |
| Advisory Services Network, LLC | 21,335 | $3.98M | 0.10% | +4,537+27.0% | Added |
| MML Investors Services, LLC | 21,162 | $3.94M | 0.02% | +2,637+14.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,109 | $3.94M | 0.05% | +156+0.7% | Added |
| Cerity Partners LLC | 21,086 | $3.93M | 0.01% | +8,249+64.3% | Added |
| Numerai GP LLC | 21,034 | $3.92M | 1.39% | +7,730+58.1% | Added |
| Twinbeech Capital LP | 20,987 | $3.91M | 0.06% | +9,127+77.0% | Added |
| Atria Wealth Solutions, Inc. | 20,776 | $3.87M | 0.05% | −521−2.4% | Reduced |
| Kestra Advisory Services, LLC | 20,651 | $3.85M | 0.03% | +2,335+12.7% | Added |
| Deane Retirement Strategies, Inc. | 20,619 | $3.84M | 2.10% | +20,619 | New |
| CIBC Private Wealth Group, LLC | 20,569 | $3.83M | 0.01% | +626+3.1% | Added |
| Gotham Asset Management, LLC | 20,497 | $3.82M | 0.07% | +15,834+339.6% | Added |
| AMG National Trust Bank | 20,434 | $3.81M | 0.12% | 00.0% | Unchanged |
| Haverford Trust Co | 20,231 | $3.77M | 0.04% | +15,395+318.3% | Added |
| Putnam Investments LLC | 20,029 | $3.73M | 0.00% | −25,120−55.6% | Reduced |
| Bright Rock Capital Management, LLC | 20,000 | $3.73M | 0.84% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 19,814 | $3.69M | 0.66% | +11,533+139.3% | Added |
| Alpine Woods Capital Investors, LLC | 19,611 | $3.66M | 0.55% | −1,474−7.0% | Reduced |
| Pathstone Holdings, LLC | 19,599 | $3.65M | 0.02% | +19,599 | New |
| Fragasso Group Inc. | 19,455 | $3.63M | 0.33% | +4,248+27.9% | Added |
| Mercer Global Advisors Inc | 19,410 | $3.62M | 0.01% | +673+3.6% | Added |
| CIBC World Markets Corp | 19,294 | $3.60M | 0.02% | −17,155−47.1% | Reduced |
| Wellington Management Group LLP | 19,251 | $3.59M | 0.00% | −13,827−41.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 19,232 | $3.59M | 0.13% | +19,232 | New |
| HGK Asset Management Inc | 18,789 | $3.50M | 0.81% | +18,789 | New |
| AdvisorShares Investments LLC | 18,718 | $3.49M | 0.82% | +6,032+47.5% | Added |
| Axxcess Wealth Management, LLC | 18,683 | $3.48M | 0.10% | −1,809−8.8% | Reduced |
| Bath Savings Trust Co | 18,602 | $3.47M | 0.39% | −295−1.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,339 | $3.42M | 0.05% | −21,039−53.4% | Reduced |
| Donaldson Capital Management, LLC | 18,321 | $3.42M | 0.15% | −478−2.5% | Reduced |
| American Trust | 18,314 | $3.41M | 0.25% | −316−1.7% | Reduced |
| Johnson Investment Counsel Inc | 18,251 | $3.40M | 0.04% | +1,023+5.9% | Added |
| Private Advisor Group, LLC | 18,080 | $3.37M | 0.03% | +3,769+26.3% | Added |
| Quantbot Technologies LP | 18,049 | $3.37M | 0.20% | +18,049 | New |
| Empowered Funds, LLC | 18,045 | $3.36M | 0.08% | +5,130+39.7% | Added |
| GWM Advisors LLC | 17,879 | $3.36M | 0.03% | −123,604−87.4% | Reduced |
| GPM Growth Investors, Inc. | 17,877 | $3.33M | 1.57% | +17,877 | New |
| Ossiam | 17,780 | $3.31M | 0.05% | −106,742−85.7% | Reduced |
| Tower Research Capital LLC (TRC) | 17,614 | $3.28M | 0.04% | +8,665+96.8% | Added |
| Advisors Asset Management, Inc. | 17,580 | $3.28M | 0.07% | +7,843+80.5% | Added |
| Nissay Asset Management Corp | 17,571 | $3.28M | 0.03% | +1,231+7.5% | Added |
| Spectrum Wealth Counsel, LLC | 17,527 | $3.27M | 0.45% | +17,527 | New |
| Coston, McIsaac & Partners | 17,468 | $3.26M | 1.13% | +665+4.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 17,480 | $3.24M | 0.06% | +8,500+94.7% | Added |
| Schonfeld Strategic Advisors LLC | 17,326 | $3.23M | 0.03% | −5,874−25.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 17,300 | $3.23M | 0.15% | +3,060+21.5% | Added |
| British Columbia Investment Management Corp | 17,249 | $3.22M | 0.03% | +3,861+28.8% | Added |
| Culbertson A N & Co Inc | 17,237 | $3.21M | 0.60% | −105−0.6% | Reduced |
| Alaska Permanent Fund Corp | 17,174 | $3.20M | 0.05% | +267+1.6% | Added |
| Bridgeway Capital Management, LLC | 17,100 | $3.19M | 0.07% | −1,000−5.5% | Reduced |
| Amica Mutual Insurance Co | 17,075 | $3.18M | 0.34% | +17,075 | New |
| Oregon Public Employees Retirement Fund | 17,002 | $3.17M | 0.06% | −14,743−46.4% | Reduced |
| JLB & Associates Inc | 16,495 | $3.08M | 0.44% | +429+2.7% | Added |
| InterOcean Capital Group, LLC | 16,398 | $3.06M | 0.08% | +5,182+46.2% | Added |
| Intact Investment Management Inc. | 16,300 | $3.04M | 0.12% | +16,300 | New |
| 1832 Asset Management L.P. | 16,245 | $3.03M | 0.01% | +113+0.7% | Added |
| Monte Financial Group, LLC | 16,036 | $2.99M | 1.40% | +16,036 | New |
| Desjardins Global Asset Management Inc. | 15,919 | $2.97M | 0.32% | −135,842−89.5% | Reduced |
| Value Partners Investments Inc. | 15,809 | $2.95M | 0.24% | +15,809 | New |
| Cape Cod Five Cents Savings Bank | 15,833 | $2.95M | 0.30% | −14,401−47.6% | Reduced |
| Carret Asset Management, LLC | 15,800 | $2.95M | 0.38% | +2,100+15.3% | Added |
| Dakota Wealth Management | 15,718 | $2.93M | 0.11% | +13,389+574.9% | Added |
| Brookstone Capital Management | 15,653 | $2.92M | 0.06% | +750+5.0% | Added |
| Spears Abacus Advisors LLC | 15,611 | $2.91M | 0.23% | +13,661+700.6% | Added |
| Central Trust Co | 15,251 | $2.84M | 0.08% | −679−4.3% | Reduced |
| Daiwa Securities Group Inc. | 15,226 | $2.84M | 0.02% | +2,775+22.3% | Added |
| Kennon-Green & Company, LLC | 15,173 | $2.83M | 2.88% | +1,062+7.5% | Added |
| Steward Partners Investment Advisory, LLC | 15,169 | $2.83M | 0.04% | +2,646+21.1% | Added |
| Rockefeller Capital Management L.P. | 15,152 | $2.82M | 0.01% | −6,994−31.6% | Reduced |
| Pittenger & Anderson Inc | 15,105 | $2.82M | 0.13% | +13,997+1,263.3% | Added |
| Erste Asset Management GmbH | 15,252 | $2.81M | 0.04% | +6,934+83.4% | Added |
| Northwestern Mutual Wealth Management Co | 14,972 | $2.79M | 0.00% | +618+4.3% | Added |
| Eukles Asset Management | 14,942 | $2.79M | 1.32% | +69+0.5% | Added |
| Jump Financial, LLC | 14,744 | $2.75M | 0.09% | −55,679−79.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 14,700 | $2.74M | 0.62% | +14,700 | New |
| Poehling Capital Management, LLC | 14,558 | $2.71M | 0.86% | +14,558 | New |
| Arthur M. Cohen & Associates, LLC | 14,521 | $2.71M | 0.64% | +260+1.8% | Added |
| Boston Partners | 14,347 | $2.67M | 0.00% | −21,162−59.6% | Reduced |
| Kempen Capital Management N.V. | 14,213 | $2.65M | 0.04% | +930+7.0% | Added |
| Two Sigma Securities, LLC | 14,180 | $2.64M | 0.12% | −10,295−42.1% | Reduced |
| Macquarie Group Ltd | 14,179 | $2.64M | 0.00% | +2,831+24.9% | Added |
| Cetera Investment Advisers | 14,124 | $2.63M | 0.02% | +688+5.1% | Added |
| Chesley Taft & Associates LLC | 14,084 | $2.63M | 0.15% | −15−0.1% | Reduced |
| Argyle Capital Management Inc. | 13,848 | $2.58M | 1.07% | −3,457−20.0% | Reduced |
| Hamel Associates, Inc. | 13,832 | $2.58M | 0.91% | +5,377+63.6% | Added |
| Venture Visionary Partners LLC | 13,689 | $2.55M | 0.14% | −360−2.6% | Reduced |
| Summit Place Financial Advisors, LLC | 13,656 | $2.55M | 1.66% | +2,776+25.5% | Added |