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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 3,642 | $679.0K | 0.02% | +365+11.1% | Added |
| Jacobi Capital Management LLC | 3,629 | $676.5K | 0.07% | −191−5.0% | Reduced |
| Glenview Trust Co | 3,595 | $670.3K | 0.02% | −162−4.3% | Reduced |
| Morningstar Investment Management LLC | 3,594 | $670.0K | 0.08% | +246+7.3% | Added |
| Tokio Marine Asset Management Co Ltd | 3,592 | $669.7K | 0.04% | −60−1.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,590 | $669.3K | 0.01% | +525+17.1% | Added |
| Aptus Capital Advisors, LLC | 3,588 | $668.9K | 0.02% | −482−11.8% | Reduced |
| America First Investment Advisors, LLC | 3,575 | $666.5K | 0.17% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3,573 | $666.1K | 0.02% | +25+0.7% | Added |
| Exchange Traded Concepts, LLC | 3,571 | $665.8K | 0.02% | −700−16.4% | Reduced |
| Farmers Trust Co | 3,564 | $664.5K | 0.14% | +75+2.1% | Added |
| HMS Capital Management, LLC | 3,563 | $664.4K | 0.41% | −1,337−27.3% | Reduced |
| Northstar Advisory Group, LLC | 3,511 | $654.6K | 0.39% | −7,356−67.7% | Reduced |
| Napatree Capital LLC | 3,510 | $654.4K | 0.66% | +3,510 | New |
| Benchmark Investment Advisors LLC | 3,500 | $652.5K | 0.60% | +3,500 | New |
| Klingman & Associates, LLC | 3,493 | $651.2K | 0.05% | +19+0.5% | Added |
| Semanteon Capital Management, LP | 3,491 | $650.9K | 0.44% | +3,491 | New |
| Grandview Asset Management LLC | 3,461 | $645.0K | 0.34% | +90+2.7% | Added |
| Dillon & Associates Inc | 3,457 | $643.0K | 0.12% | +872+33.7% | Added |
| Public Sector Pension Investment Board | 3,430 | $639.5K | 0.00% | −12,621−78.6% | Reduced |
| West Family Investments, Inc. | 3,423 | $638.2K | 0.22% | −284−7.7% | Reduced |
| Ade, LLC | 3,420 | $637.6K | 0.44% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 3,420 | $637.6K | 0.15% | +547+19.0% | Added |
| Leonteq Securities AG | 3,405 | $634.8K | 0.08% | +1,246+57.7% | Added |
| Systematic Alpha Investments, LLC | 3,401 | $634.1K | 0.03% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 3,375 | $629.2K | 0.19% | +3,375 | New |
| Money Concepts Capital Corp | 3,364 | $628.8K | 0.06% | +5+0.1% | Added |
| Avidian Wealth Solutions, LLC | 3,360 | $626.4K | 0.04% | −6−0.2% | Reduced |
| Heritage Wealth Management, LLC | 3,358 | $626.1K | 0.34% | +3,358 | New |
| JT Stratford LLC | 3,335 | $621.8K | 0.14% | −213−6.0% | Reduced |
| WBH Advisory Inc | 3,321 | $619.2K | 0.07% | −75−2.2% | Reduced |
| HBK Sorce Advisory LLC | 3,310 | $617.2K | 0.02% | −11−0.3% | Reduced |
| Meridian Wealth Management, LLC | 3,299 | $615.1K | 0.04% | −4,809−59.3% | Reduced |
| Balentine LLC | 3,290 | $613.3K | 0.02% | −1,377−29.5% | Reduced |
| First Trust Investment Solutions L.P. | 3,288 | $613.0K | 0.13% | +3,288 | New |
| Silverlake Wealth Management LLC | 3,275 | $610.5K | 0.34% | −286−8.0% | Reduced |
| KFG Wealth Management, LLC | 3,266 | $608.9K | 0.28% | −74−2.2% | Reduced |
| Burford Brothers, Inc. | 3,263 | $608.4K | 0.43% | +3,263 | New |
| Petrus Trust Company, LTA | 3,259 | $607.6K | 0.06% | +1,857+132.5% | Added |
| First National Trust Co | 3,259 | $607.6K | 0.03% | −262−7.4% | Reduced |
| RMB Capital Management, LLC | 3,254 | $606.7K | 0.02% | −4−0.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,250 | $605.9K | 0.15% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 3,250 | $605.9K | 0.20% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 3,239 | $603.9K | 0.19% | −239−6.9% | Reduced |
| Keeler Thomas Management LLC | 3,217 | $599.8K | 0.24% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,206 | $597.7K | 0.02% | +1,105+52.6% | Added |
| Unigestion Holding SA | 3,193 | $595.3K | 0.03% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,953 | $590.8K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,159 | $589.0K | 0.04% | +1,081+52.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,133 | $584.1K | 0.07% | +3,133 | New |
| Congress Wealth Management LLC | 3,111 | $580.2K | 0.01% | +762+32.4% | Added |
| M&R Capital Management Inc | 3,105 | $578.9K | 0.14% | +153+5.2% | Added |
| Trexquant Investment LP | 3,097 | $577.4K | 0.01% | −165,197−98.2% | Reduced |
| Zimmermann Investment Management & Planning LLC | 3,094 | $576.9K | 0.24% | −135−4.2% | Reduced |
| Oakworth Capital, Inc. | 3,076 | $573.5K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,059 | $570.3K | 0.03% | +661+27.6% | Added |
| United Capital Financial Advisers, LLC | 3,040 | $566.7K | 0.00% | +3,040 | New |
| Syon Capital LLC | 3,037 | $566.2K | 0.06% | +3,037 | New |
| Ballentine Partners, LLC | 3,036 | $566.0K | 0.01% | −977−24.3% | Reduced |
| Univest Financial Corp | 3,032 | $565.3K | 0.17% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,032 | $565.2K | 0.06% | +286+10.4% | Added |
| Nomura Holdings Inc | 3,026 | $564.2K | 0.01% | +3,026 | New |
| Portfolio Design Labs, LLC | 3,004 | $560.1K | 0.21% | +3,004 | New |
| Alberta Investment Management Corp | 3,000 | $559.3K | 0.01% | 00.0% | Unchanged |
| First National Advisers, LLC | 3,000 | $559.3K | 0.16% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,998 | $558.8K | 0.14% | +10.0% | Added |
| Sandy Spring Bank | 2,995 | $558.4K | 0.03% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,990 | $557.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,985 | $556.5K | 0.07% | 00.0% | Unchanged |
| First Hawaiian Bank | 2,956 | $551.1K | 0.02% | −45−1.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,950 | $550.0K | 0.01% | −284−8.8% | Reduced |
| EP Wealth Advisors, LLC | 2,926 | $545.6K | 0.01% | −7,393−71.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,925 | $545.3K | 0.02% | −195−6.3% | Reduced |
| Cypress Capital Management LLC (WY) | 2,925 | $545.3K | 0.60% | −400−12.0% | Reduced |
| Weatherly Asset Management L. P. | 2,905 | $541.6K | 0.06% | 00.0% | Unchanged |
| Hardman Johnston Global Advisors LLC | 2,900 | $540.7K | 0.02% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,803 | $522.6K | 0.29% | +704+33.5% | Added |
| Dorsey & Whitney Trust CO LLC | 2,800 | $522.0K | 0.04% | +1,488+113.4% | Added |
| Northwest & Ethical Investments L.P. | 2,782 | $518.7K | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,775 | $517.3K | 0.04% | +2,775 | New |
| First American Trust, FSB | 2,770 | $516.4K | 0.06% | −663−19.3% | Reduced |
| XTX Topco Ltd | 2,765 | $515.5K | 0.11% | −5,869−68.0% | Reduced |
| Flagship Harbor Advisors, LLC | 2,750 | $512.8K | 0.04% | +295+12.0% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 2,737 | $510.3K | 0.67% | +39+1.4% | Added |
| Hudock, Inc. | 2,731 | $509.3K | 0.11% | +8+0.3% | Added |
| Argent Trust Co | 2,728 | $508.6K | 0.03% | −37−1.3% | Reduced |
| Sapient Capital LLC | 2,721 | $507.3K | 0.01% | +2,721 | New |
| J.W. Cole Advisors, Inc. | 2,712 | $505.7K | 0.03% | +485+21.8% | Added |
| Empire Financial Management Company, LLC | 2,706 | $504.5K | 0.20% | −3,444−56.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,701 | $503.6K | 0.07% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,700 | $503.4K | 0.02% | −2,000−42.6% | Reduced |
| Somerville Kurt F | 2,700 | $503.4K | 0.09% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,697 | $502.9K | 0.04% | +183+7.3% | Added |
| Barr E S & Co | 2,686 | $500.8K | 0.03% | +150+5.9% | Added |
| Bragg Financial Advisors, Inc | 2,683 | $500.2K | 0.02% | +63+2.4% | Added |
| Farther Finance Advisors, LLC | 2,673 | $498.3K | 0.04% | +1,344+101.1% | Added |
| Level Four Advisory Services, LLC | 2,662 | $496.3K | 0.03% | +24+0.9% | Added |
| Allworth Financial LP | 2,659 | $495.8K | 0.00% | +187+7.6% | Added |
| Insight Advisors, LLC | 2,650 | $493.9K | 0.10% | −272−9.3% | Reduced |
| Signaturefd, LLC | 2,640 | $492.2K | 0.01% | −388−12.8% | Reduced |