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.
| 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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 5,271 | $982.0K | 0.10% | +533+11.2% | Added |
| Hazlett, Burt & Watson, Inc. | 5,258 | $980.0K | 0.66% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,216 | $972.5K | 0.73% | +5,216 | New |
| Norinchukin Bank, The | 5,200 | $969.5K | 0.02% | −414−7.4% | Reduced |
| Strategic Advocates LLC | 5,175 | $964.8K | 0.41% | −1,754−25.3% | Reduced |
| Veriti Management LLC | 5,125 | $955.6K | 0.09% | +176+3.6% | Added |
| Empirical Finance, LLC | 5,121 | $954.8K | 0.07% | +44+0.9% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $950.8K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 5,091 | $949.2K | 0.56% | +3,620+246.1% | Added |
| Woodmont Investment Counsel LLC | 5,063 | $943.9K | 0.09% | −10−0.2% | Reduced |
| Aureus Asset Management, LLC | 5,050 | $941.5K | 0.07% | −525−9.4% | Reduced |
| Chilton Capital Management LLC | 5,045 | $940.6K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,031 | $938.0K | 0.08% | +408+8.8% | Added |
| Parallel Advisors, LLC | 4,990 | $930.4K | 0.03% | −840−14.4% | Reduced |
| Aaron Wealth Advisors | 4,964 | $925.5K | 0.15% | −246−4.7% | Reduced |
| Private Trust Co NA | 4,962 | $925.1K | 0.11% | −1,017−17.0% | Reduced |
| Ieq Capital, LLC | 4,936 | $920.3K | 0.02% | +23+0.5% | Added |
| Tempus Wealth Planning, LLC | 4,916 | $916.6K | 0.40% | +123+2.6% | Added |
| Assetmark, Inc | 4,899 | $913.4K | 0.00% | −7,078−59.1% | Reduced |
| Fulton Bank, N.A. | 4,882 | $910.2K | 0.04% | −5−0.1% | Reduced |
| Geneos Wealth Management Inc. | 4,849 | $904.0K | 0.04% | −629−11.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,822 | $899.0K | 0.17% | +598+14.2% | Added |
| Ci Investments Inc. | 4,803 | $895.0K | 0.00% | +1,721+55.8% | Added |
| Meyer Handelman Co | 4,800 | $894.9K | 0.03% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,792 | $893.4K | 0.02% | −165−3.3% | Reduced |
| Intrust Bank NA | 4,784 | $891.9K | 0.10% | −1,469−23.5% | Reduced |
| Commonwealth Retirement Investments LLC | 4,780 | $891.2K | 0.47% | −1,398−22.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,774 | $890.1K | 0.07% | −940−16.5% | Reduced |
| Brevan Howard Capital Management LP | 4,771 | $889.5K | 0.09% | +3,683+338.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,744 | $884.5K | 0.02% | +13+0.3% | Added |
| Fairfield Financial Advisors, LTD | 4,738 | $883.3K | 0.34% | −3,649−43.5% | Reduced |
| Busey Wealth Management | 4,733 | $882.4K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,679 | $882.2K | 0.01% | −4,981−57.5% | Reduced |
| Welch & Forbes LLC | 4,702 | $876.6K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 4,627 | $862.7K | 0.16% | +4,627 | New |
| Carnegie Capital Asset Management, LLC | 4,551 | $848.5K | 0.03% | +4,551 | New |
| BayBridge Capital Group, LLC | 4,433 | $845.0K | 0.78% | +4,433 | New |
| SRN Advisors, LLC | 4,520 | $842.7K | 0.76% | +4,520 | New |
| First Manhattan Co | 4,489 | $841.9K | 0.00% | −501−10.0% | Reduced |
| Knollwood Investment Advisory, LLC | 4,498 | $838.6K | 0.17% | +4,498 | New |
| Independent Wealth Network Inc. | 4,432 | $826.3K | 0.43% | +1,200+37.1% | Added |
| Vinva Investment Management Ltd | 4,485 | $825.7K | 0.06% | +514+12.9% | Added |
| Alps Advisors Inc | 4,419 | $823.9K | 0.01% | +21+0.5% | Added |
| Balyasny Asset Management LLC | 4,413 | $822.8K | 0.00% | +2,237+102.8% | Added |
| Investment Advisory Services Inc | 4,397 | $819.8K | 0.32% | +150+3.5% | Added |
| Gratus Capital LLC | 4,385 | $817.5K | 0.05% | −93−2.1% | Reduced |
| HighPoint Advisor Group LLC | 4,246 | $816.0K | 0.06% | +4,246 | New |
| Degroof Petercam Asset Management | 4,374 | $815.5K | 0.01% | +4,374 | New |
| Key Financial Inc | 4,358 | $812.5K | 0.22% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,351 | $811.0K | 0.01% | −1,143−20.8% | Reduced |
| Peachtree Investment Partners, LLC | 4,339 | $808.9K | 0.33% | −3,916−47.4% | Reduced |
| Bellecapital International Ltd. | 4,336 | $808.4K | 0.18% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 4,300 | $801.7K | 0.63% | +4,300 | New |
| Harvey Investment Co LLC | 4,274 | $797.0K | 0.10% | −33−0.8% | Reduced |
| World Equity Group, Inc. | 4,264 | $795.0K | 0.16% | −2,398−36.0% | Reduced |
| Field & Main Bank | 4,263 | $794.8K | 0.34% | +60+1.4% | Added |
| Lecap Asset Management Ltd | 4,249 | $792.2K | 0.29% | +4,249 | New |
| Credit Agricole S A | 4,241 | $790.7K | 0.02% | +2,832+201.0% | Added |
| Verdence Capital Advisors LLC | 4,227 | $788.0K | 0.08% | −569−11.9% | Reduced |
| Tower View Investment Management & Research LLC | 4,183 | $780.0K | 0.48% | −353−7.8% | Reduced |
| Somerset Trust Co | 4,146 | $773.0K | 0.34% | −385−8.5% | Reduced |
| Claro Advisors LLC | 4,137 | $771.3K | 0.17% | −575−12.2% | Reduced |
| Marshall Financial Group LLC | 4,131 | $770.2K | 0.25% | +171+4.3% | Added |
| BLB&B Advisors, LLC | 4,120 | $768.1K | 0.05% | −100−2.4% | Reduced |
| Midland Wealth Advisors LLC | 4,110 | $766.3K | 0.05% | +4,110 | New |
| Stegent Equity Advisors, Inc. | 4,096 | $763.7K | 0.90% | −214−5.0% | Reduced |
| Formidable Asset Management, LLC | 4,007 | $747.0K | 0.16% | 00.0% | Unchanged |
| Gifford Fong Associates | 4,000 | $746.0K | 0.16% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4,000 | $745.8K | 0.14% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 4,000 | $745.8K | 0.17% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,994 | $744.7K | 0.01% | −9−0.2% | Reduced |
| Bartlett & Co. LLC | 4,023 | $741.0K | 0.01% | −43−1.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,023 | $740.7K | 0.01% | −43−1.1% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 3,948 | $736.1K | 0.69% | +3,948 | New |
| Blueshift Asset Management, LLC | 3,933 | $733.3K | 0.39% | −1,371−25.8% | Reduced |
| Bailard, Inc. | 3,928 | $732.3K | 0.02% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 3,923 | $731.4K | 0.45% | 00.0% | Unchanged |
| Ascent Group, LLC | 3,764 | $729.2K | 0.07% | −1,604−29.9% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 3,905 | $728.0K | 0.32% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 3,882 | $723.8K | 0.02% | −347−8.2% | Reduced |
| Merit Financial Group, LLC | 3,860 | $719.7K | 0.02% | +3,860 | New |
| Intellectus Partners, LLC | 3,853 | $718.4K | 0.21% | +3,853 | New |
| Lincoln National Corp | 3,850 | $717.9K | 0.01% | +221+6.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,850 | $717.8K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 3,812 | $710.7K | 0.05% | +751+24.5% | Added |
| Meitav Dash Investments Ltd | 3,860 | $710.7K | 0.01% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 3,800 | $708.5K | 0.19% | 00.0% | Unchanged |
| MAI Capital Management | 3,799 | $708.4K | 0.01% | +945+33.1% | Added |
| First Command Advisory Services, Inc. | 3,777 | $704.2K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3,750 | $700.0K | 0.10% | −1,139−23.3% | Reduced |
| Gladstone Institutional Advisory LLC | 3,749 | $699.1K | 0.04% | −200−5.1% | Reduced |
| Sumitomo Life Insurance Co | 3,716 | $692.8K | 0.02% | −178−4.6% | Reduced |
| Ritholtz Wealth Management | 3,716 | $692.7K | 0.03% | +2,528+212.8% | Added |
| SPC Financial, Inc. | 3,705 | $690.8K | 0.07% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,695 | $688.9K | 0.19% | −82−2.2% | Reduced |
| Valley Brook Capital Group | 3,691 | $688.2K | 0.60% | +495+15.5% | Added |
| HM Payson & Co | 3,687 | $687.4K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 3,669 | $684.0K | 0.06% | +3,669 | New |
| Sound View Wealth Advisors Group, LLC | 3,661 | $682.6K | 0.08% | +55+1.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,651 | $680.7K | 0.02% | +41+1.1% | Added |