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 |
|---|---|---|---|---|---|
| Sciencast Management LP | 8,328 | $1.55M | 0.85% | +8,328 | New |
| Stephens Inc | 8,321 | $1.55M | 0.03% | +1,279+18.2% | Added |
| Clearbridge Investments, LLC | 8,310 | $1.55M | 0.00% | +2,000+31.7% | Added |
| Commerce Bank | 8,302 | $1.55M | 0.01% | −843−9.2% | Reduced |
| Boothbay Fund Management, LLC | 8,274 | $1.54M | 0.06% | −629−7.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,215 | $1.53M | 0.71% | −50−0.6% | Reduced |
| Auxier Asset Management | 8,210 | $1.53M | 0.25% | +8,210 | New |
| Ami Investment Management Inc | 8,189 | $1.53M | 0.62% | +8,189 | New |
| Keebeck Wealth Management, LLC | 8,151 | $1.52M | 0.25% | −581−6.7% | Reduced |
| Signet Financial Management, LLC | 8,106 | $1.51M | 0.23% | −4,753−37.0% | Reduced |
| Asset Advisors Investment Management, LLC | 8,100 | $1.51M | 0.18% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,084 | $1.51M | 0.02% | +1,670+26.0% | Added |
| Impax Asset Management Group plc | 8,056 | $1.50M | 0.01% | +3,308+69.7% | Added |
| Wescott Financial Advisory Group, LLC | 8,045 | $1.50M | 0.21% | −825−9.3% | Reduced |
| CoreCap Advisors, LLC | 8,016 | $1.49M | 0.10% | −6,558−45.0% | Reduced |
| Tower Bridge Advisors | 8,000 | $1.49M | 0.13% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 8,000 | $1.49M | 0.30% | 00.0% | Unchanged |
| Inscription Capital, LLC | 7,932 | $1.48M | 0.40% | −1,805−18.5% | Reduced |
| Ethic Inc. | 7,905 | $1.47M | 0.04% | +2,519+46.8% | Added |
| Csenge Advisory Group | 7,850 | $1.46M | 0.09% | +26+0.3% | Added |
| Buckingham Strategic Wealth, LLC | 7,797 | $1.45M | 0.02% | −65−0.8% | Reduced |
| Savant Capital, LLC | 7,791 | $1.45M | 0.02% | −853−9.9% | Reduced |
| Hudson Canyon Capital Management | 7,700 | $1.44M | 1.04% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,678 | $1.43M | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,672 | $1.43M | 0.05% | +2,328+43.6% | Added |
| Adviser Investments LLC | 7,655 | $1.43M | 0.02% | +6,180+419.0% | Added |
| CenterBook Partners LP | 7,536 | $1.41M | 0.17% | −2,870−27.6% | Reduced |
| Clear Rock Advisors, LLC | 7,151 | $1.40M | 0.63% | +7,151 | New |
| Lederer & Associates Investment Counsel | 7,467 | $1.39M | 1.03% | +7,467 | New |
| Wealthquest Corp | 7,464 | $1.39M | 0.15% | 00.0% | Unchanged |
| Groupama Asset Managment | 7,451 | $1.39M | 0.04% | +7,451 | New |
| Azimuth Capital Investment Management LLC | 7,450 | $1.39M | 0.06% | +194+2.7% | Added |
| Ferguson Wellman Capital Management, Inc | 7,426 | $1.38M | 0.03% | +1,591+27.3% | Added |
| RKL Wealth Management LLC | 7,331 | $1.37M | 0.15% | +37+0.5% | Added |
| WSFS Capital Management, LLC | 7,318 | $1.36M | 0.09% | +1,334+22.3% | Added |
| Arnhold LLC | 7,279 | $1.36M | 0.15% | +7,279 | New |
| Ostrum Asset Management | 7,253 | $1.35M | 0.12% | −1,605−18.1% | Reduced |
| Griffin Asset Management, Inc. | 7,198 | $1.34M | 0.17% | +993+16.0% | Added |
| Williams Jones Wealth Management, LLC. | 7,180 | $1.34M | 0.02% | 00.0% | Unchanged |
| Burns J W & Co Inc | 7,142 | $1.33M | 0.20% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 7,141 | $1.33M | 0.63% | +1,674+30.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,006 | $1.30M | 0.02% | −44,108−86.3% | Reduced |
| Wetherby Asset Management Inc | 6,969 | $1.30M | 0.07% | +304+4.6% | Added |
| Tiaa Trust, National Association | 6,944 | $1.29M | 0.00% | −55,656−88.9% | Reduced |
| Gouws Capital LLC | 6,925 | $1.29M | 1.05% | −55−0.8% | Reduced |
| Herold Advisors, Inc. | 6,852 | $1.28M | 0.35% | +1,950+39.8% | Added |
| London Co of Virginia | 6,833 | $1.27M | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 6,826 | $1.27M | 0.02% | 00.0% | Unchanged |
| Scientech Research LLC | 6,824 | $1.27M | 1.27% | +6,824 | New |
| Teza Capital Management LLC | 6,808 | $1.27M | 0.21% | −3,789−35.8% | Reduced |
| Investment Management Corp of Ontario | 6,780 | $1.26M | 0.03% | −12,061−64.0% | Reduced |
| QRG Capital Management, Inc. | 6,759 | $1.26M | 0.02% | +104+1.6% | Added |
| NFJ Investment Group, LLC | 6,731 | $1.25M | 0.03% | −687−9.3% | Reduced |
| Pensionfund Sabic | 6,700 | $1.25M | 0.39% | +800+13.6% | Added |
| Allegheny Financial Group LTD | 6,691 | $1.25M | 0.40% | +2,051+44.2% | Added |
| Legato Capital Management LLC | 6,661 | $1.24M | 0.16% | 00.0% | Unchanged |
| PFG Advisors | 6,624 | $1.23M | 0.10% | −38−0.6% | Reduced |
| Smith, Moore & Co. | 6,570 | $1.22M | 0.14% | −148−2.2% | Reduced |
| Allen Investment Management LLC | 6,520 | $1.22M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,497 | $1.21M | 0.01% | −2,810−30.2% | Reduced |
| RB Capital Management, LLC | 6,494 | $1.21M | 0.35% | +164+2.6% | Added |
| Snowden Capital Advisors LLC | 6,480 | $1.21M | 0.05% | +652+11.2% | Added |
| Quest Partners LLC | 6,452 | $1.20M | 0.26% | +6,452 | New |
| Toroso Investments, LLC | 6,358 | $1.19M | 0.03% | −7,107−52.8% | Reduced |
| Wealthspire Advisors, LLC | 6,326 | $1.18M | 0.02% | +10+0.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,270 | $1.17M | 0.00% | −1,624−20.6% | Reduced |
| Wintrust Investments LLC | 6,251 | $1.17M | 0.11% | +1,084+21.0% | Added |
| SNS Financial Group, LLC | 6,156 | $1.15M | 0.14% | −859−12.2% | Reduced |
| Metropolitan Life Insurance Co | 6,100 | $1.14M | 0.05% | −100−1.6% | Reduced |
| Wedbush Securities Inc | 6,054 | $1.13M | 0.05% | −147−2.4% | Reduced |
| Bowen Hanes & Co Inc | 6,050 | $1.13M | 0.03% | +4,200+227.0% | Added |
| Valeo Financial Advisors, LLC | 6,036 | $1.13M | 0.05% | +1,466+32.1% | Added |
| R.H. Dinel Investment Counsel, Inc. | 6,025 | $1.12M | 0.77% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 5,985 | $1.12M | 0.00% | −19,036−76.1% | Reduced |
| WESPAC Advisors, LLC | 5,962 | $1.11M | 0.77% | −317−5.0% | Reduced |
| Philadelphia Trust Co | 5,954 | $1.11M | 0.10% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 5,913 | $1.10M | 0.50% | +5,913 | New |
| Atlantic Union Bankshares Corp | 5,912 | $1.10M | 0.10% | −3,275−35.6% | Reduced |
| Cabot Wealth Management Inc | 5,878 | $1.10M | 0.15% | −524−8.2% | Reduced |
| Great Valley Advisor Group, Inc. | 5,839 | $1.09M | 0.04% | +57+1.0% | Added |
| NBT Bank N A | 5,806 | $1.08M | 0.08% | +842+17.0% | Added |
| OV Management LLC | 5,800 | $1.08M | 0.89% | +5,800 | New |
| Massachusetts Wealth Management | 5,792 | $1.08M | 0.87% | −168−2.8% | Reduced |
| Guardian Asset Advisors, LLC | 5,790 | $1.08M | 1.01% | +5,790 | New |
| SlateStone Wealth, LLC | 5,788 | $1.08M | 0.14% | −243−4.0% | Reduced |
| Stratos Wealth Partners, LTD. | 5,724 | $1.07M | 0.02% | −314−5.2% | Reduced |
| Avantax Advisory Services, Inc. | 5,711 | $1.06M | 0.01% | −690−10.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,707 | $1.06M | 0.02% | +5,707 | New |
| Roundview Capital LLC | 5,681 | $1.06M | 0.10% | −2,402−29.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.04M | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 5,588 | $1.04M | 0.57% | +20.0% | Added |
| Intelligent Financial Strategies | 5,587 | $1.04M | 0.73% | +10.0% | Added |
| Silver Oak Securities, Inc | 5,520 | $1.03M | 0.14% | +5,513+78,757.1% | Added |
| Summit Financial Group Inc | 5,450 | $1.02M | 0.39% | 00.0% | Unchanged |
| Umb Bank N A | 5,394 | $1.01M | 0.01% | −150−2.7% | Reduced |
| Fort Washington Investment Advisors Inc | 5,379 | $1.00M | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 5,334 | $996.0K | 0.04% | −1,041−16.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,340 | $995.6K | 0.07% | −34−0.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,328 | $993.4K | 0.03% | 00.0% | Unchanged |
| Advisory Research Inc | 5,299 | $987.9K | 0.15% | −863−14.0% | Reduced |