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 |
|---|---|---|---|---|---|
| Burney Co | 13,624 | $2.54M | 0.11% | +480+3.7% | Added |
| iA Global Asset Management Inc. | 13,615 | $2.54M | 0.06% | +3,790+38.6% | Added |
| Bokf, NA | 13,611 | $2.54M | 0.05% | −53−0.4% | Reduced |
| JustInvest LLC | 13,593 | $2.53M | 0.07% | −1,018−7.0% | Reduced |
| Captrust Financial Advisors | 13,377 | $2.49M | 0.01% | +1,159+9.5% | Added |
| D.A. Davidson & Co. | 13,329 | $2.49M | 0.02% | +1,048+8.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,301 | $2.48M | 0.14% | −3,904−22.7% | Reduced |
| Dearborn Partners LLC | 13,154 | $2.45M | 0.09% | +20.0% | Added |
| Allspring Global Investments Holdings, LLC | 13,153 | $2.45M | 0.00% | −3,315−20.1% | Reduced |
| Elo Mutual Pension Insurance Co | 13,083 | $2.44M | 0.07% | +756+6.1% | Added |
| Qsemble Capital Management, LP | 13,062 | $2.44M | 0.61% | −2,238−14.6% | Reduced |
| KCM Investment Advisors LLC | 13,038 | $2.43M | 0.10% | −315−2.4% | Reduced |
| Weiss Asset Management LP | 12,887 | $2.40M | 0.17% | +12,887 | New |
| Y-Intercept (Hong Kong) Ltd | 12,876 | $2.40M | 0.22% | −19,345−60.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,814 | $2.39M | 0.02% | −392−3.0% | Reduced |
| Liberty One Investment Management, LLC | 12,785 | $2.38M | 0.29% | +1,067+9.1% | Added |
| Toth Financial Advisory Corp | 12,783 | $2.38M | 0.32% | −1,143−8.2% | Reduced |
| Te Ahumairangi Investment Management Ltd | 12,712 | $2.37M | 0.45% | +700+5.8% | Added |
| Kestra Private Wealth Services, LLC | 12,622 | $2.35M | 0.06% | +1,416+12.6% | Added |
| Ironwood Investment Counsel, LLC | 12,506 | $2.33M | 0.44% | +12,506 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 12,500 | $2.33M | 0.60% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,900 | $2.30M | 0.02% | +1,211+11.3% | Added |
| Hohimer Wealth Management, LLC | 12,281 | $2.29M | 0.58% | +12,281 | New |
| Davenport & Co LLC | 12,274 | $2.29M | 0.02% | −2,411−16.4% | Reduced |
| Next Level Private LLC | 12,251 | $2.28M | 1.29% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 12,198 | $2.27M | 0.14% | −16,564−57.6% | Reduced |
| Cresset Asset Management, LLC | 12,155 | $2.27M | 0.01% | −2,719−18.3% | Reduced |
| Concorde Financial Corp | 12,132 | $2.26M | 1.55% | +9,342+334.8% | Added |
| Caxton Associates LP | 12,123 | $2.26M | 0.12% | +1,673+16.0% | Added |
| Gulf International Bank (UK) Ltd | 12,086 | $2.25M | 0.06% | −1,358−10.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,067 | $2.25M | 0.25% | −10−0.1% | Reduced |
| Suncoast Equity Management | 12,005 | $2.24M | 0.30% | +427+3.7% | Added |
| Kentucky Retirement Systems | 11,992 | $2.24M | 0.07% | −45−0.4% | Reduced |
| Maryland State Retirement & Pension System | 11,665 | $2.17M | 0.04% | +416+3.7% | Added |
| Tsai Capital Corp | 11,641 | $2.17M | 1.99% | +11,641 | New |
| Rafferty Asset Management, LLC | 11,621 | $2.17M | 0.01% | +451+4.0% | Added |
| Siemens Fonds Invest GmbH | 11,578 | $2.16M | 0.18% | +2,199+23.4% | Added |
| Absher Wealth Management, LLC | 11,442 | $2.13M | 0.32% | +3,303+40.6% | Added |
| Candriam Luxembourg S.C.A. | 11,426 | $2.13M | 0.01% | −2,901−20.2% | Reduced |
| Hilltop Holdings Inc. | 11,426 | $2.13M | 0.24% | +4,488+64.7% | Added |
| Crossmark Global Holdings, Inc. | 11,322 | $2.11M | 0.04% | −256−2.2% | Reduced |
| Cetera Advisors LLC | 11,043 | $2.06M | 0.03% | +51+0.5% | Added |
| Stonebridge Capital Advisors LLC | 10,925 | $2.04M | 0.20% | +2,396+28.1% | Added |
| Prospera Financial Services Inc | 10,834 | $2.02M | 0.07% | −1,059−8.9% | Reduced |
| Quantinno Capital Management LP | 10,814 | $2.02M | 0.07% | −13,750−56.0% | Reduced |
| Metis Global Partners, LLC | 10,748 | $2.00M | 0.08% | +10.0% | Added |
| Silvercrest Asset Management Group LLC | 10,623 | $1.98M | 0.01% | −731−6.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 10,530 | $1.96M | 0.58% | +10,530 | New |
| Colonial Trust Co | 10,515 | $1.96M | 0.41% | +946+9.9% | Added |
| AE Wealth Management LLC | 10,252 | $1.95M | 0.01% | −18−0.2% | Reduced |
| Verition Fund Management LLC | 10,435 | $1.95M | 0.02% | +2,994+40.2% | Added |
| Physicians Financial Services, Inc. | 10,397 | $1.94M | 0.73% | +74+0.7% | Added |
| Scotia Capital Inc. | 10,336 | $1.93M | 0.01% | +2,988+40.7% | Added |
| Wallace Capital Management Inc. | 10,325 | $1.92M | 0.29% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 10,208 | $1.90M | 0.93% | +269+2.7% | Added |
| Wendell David Associates Inc | 10,200 | $1.90M | 0.20% | −1,635−13.8% | Reduced |
| Yacktman Asset Management LP | 10,200 | $1.90M | 0.02% | 00.0% | Unchanged |
| Hartford Investment Management Co | 10,087 | $1.88M | 0.07% | −122−1.2% | Reduced |
| Keybank National Association | 10,078 | $1.88M | 0.01% | −1,358−11.9% | Reduced |
| Aurora Investment Counsel | 9,834 | $1.85M | 1.21% | +9,834 | New |
| Cim, LLC | 9,573 | $1.85M | 0.29% | +2,494+35.2% | Added |
| Moors & Cabot, Inc. | 9,927 | $1.85M | 0.12% | +73+0.7% | Added |
| Leavell Investment Management, Inc. | 9,837 | $1.83M | 0.12% | 00.0% | Unchanged |
| Greenleaf Trust | 9,788 | $1.82M | 0.02% | −519−5.0% | Reduced |
| Cipher Capital LP | 9,786 | $1.82M | 0.59% | +7,112+266.0% | Added |
| Howland Capital Management LLC | 9,723 | $1.81M | 0.10% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,719 | $1.81M | 0.10% | −16−0.2% | Reduced |
| McRae Capital Management Inc | 9,699 | $1.81M | 0.45% | −90−0.9% | Reduced |
| Brinker Capital Investments, LLC | 9,420 | $1.80M | 0.02% | −201−2.1% | Reduced |
| Orion Portfolio Solutions, LLC | 9,420 | $1.80M | 0.02% | −201−2.1% | Reduced |
| Concurrent Investment Advisors, LLC | 9,629 | $1.80M | 0.08% | +9,629 | New |
| Mount Lucas Management LP | 9,619 | $1.79M | 0.63% | +57+0.6% | Added |
| Securian Asset Management, Inc | 9,465 | $1.76M | 0.05% | −1,243−11.6% | Reduced |
| Bridges Investment Management Inc | 9,390 | $1.75M | 0.06% | +164+1.8% | Added |
| AlphaStar Capital Management, LLC | 9,231 | $1.72M | 0.16% | +300+3.4% | Added |
| Capstone Investment Advisors, LLC | 9,231 | $1.72M | 0.03% | +2,508+37.3% | Added |
| Louisiana State Employees Retirement System | 9,100 | $1.70M | 0.04% | −200−2.2% | Reduced |
| Cornerstone Advisors, LLC | 9,100 | $1.70M | 0.07% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 9,079 | $1.69M | 0.23% | −6,775−42.7% | Reduced |
| Lafayette Investments, Inc. | 9,077 | $1.69M | 0.42% | +3,250+55.8% | Added |
| Cornercap Investment Counsel Inc | 9,009 | $1.68M | 0.27% | +459+5.4% | Added |
| Castle Rock Wealth Management, LLC | 8,860 | $1.66M | 0.50% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 8,899 | $1.66M | 1.21% | +8,899 | New |
| Mutual Advisors, LLC | 8,830 | $1.65M | 0.06% | +6,743+323.1% | Added |
| Centiva Capital, LP | 8,830 | $1.65M | 0.10% | +5,806+192.0% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,751 | $1.63M | 1.31% | +10.0% | Added |
| Shelton Capital Management | 8,741 | $1.63M | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 8,685 | $1.62M | 0.01% | −940−9.8% | Reduced |
| Westhampton Capital, LLC | 8,657 | $1.61M | 0.96% | 00.0% | Unchanged |
| LCNB Corp | 8,618 | $1.61M | 0.63% | 00.0% | Unchanged |
| Kames Capital plc | 8,600 | $1.60M | 0.03% | +8,600 | New |
| Oppenheimer Asset Management Inc. | 8,575 | $1.60M | 0.02% | −1,036−10.8% | Reduced |
| Stock Yards Bank & Trust Co | 8,574 | $1.60M | 0.06% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 8,555 | $1.59M | 3.06% | +8,555 | New |
| Kingsview Wealth Management, LLC | 8,511 | $1.59M | 0.05% | −85−1.0% | Reduced |
| Hutner Capital Management Inc | 8,477 | $1.58M | 0.93% | −19−0.2% | Reduced |
| Atlantic Trust, LLC | 8,445 | $1.57M | 0.43% | +474+5.9% | Added |
| Settian Capital LP | 8,400 | $1.57M | 1.25% | 00.0% | Unchanged |
| Huntington National Bank | 8,371 | $1.56M | 0.01% | +1,261+17.7% | Added |
| Modera Wealth Management, LLC | 8,348 | $1.56M | 0.03% | −85−1.0% | Reduced |