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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 2,640 | $492.2K | 0.01% | +657+33.1% | Added |
| GQG Partners LLC | 2,638 | $491.8K | 0.00% | −4,963−65.3% | Reduced |
| Old National Bancorp | 2,638 | $491.8K | 0.01% | −530−16.7% | Reduced |
| Hunter Associates Investment Management LLC | 2,639 | $491.0K | 0.09% | 00.0% | Unchanged |
| Atwater Malick LLC | 2,632 | $490.7K | 0.19% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,618 | $488.1K | 0.03% | −429−14.1% | Reduced |
| Agf Management Ltd | 2,610 | $486.6K | 0.00% | −13,763−84.1% | Reduced |
| Horizon Investments, LLC | 2,609 | $486.4K | 0.01% | +583+28.8% | Added |
| Parthenon LLC | 2,600 | $484.7K | 0.07% | 00.0% | Unchanged |
| Corton Capital Inc. | 2,594 | $483.6K | 0.15% | +2,594 | New |
| Garrison Point Advisors, LLC | 2,588 | $482.5K | 0.34% | −1,341−34.1% | Reduced |
| Main Street Financial Solutions, LLC | 2,582 | $481.3K | 0.06% | +992+62.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,575 | $480.1K | 0.13% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 2,568 | $478.7K | 0.03% | −1,844−41.8% | Reduced |
| Brighton Jones LLC | 2,568 | $478.7K | 0.02% | +2,568 | New |
| Resources Investment Advisors, LLC. | 2,563 | $477.9K | 0.01% | +743+40.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,551 | $475.6K | 0.03% | −29−1.1% | Reduced |
| Lido Advisors, LLC | 2,545 | $474.6K | 0.00% | +88+3.6% | Added |
| Greystone Financial Group, LLC | 2,539 | $473.4K | 0.11% | +2,539 | New |
| Columbia Asset Management | 2,535 | $473.0K | 0.10% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,507 | $467.4K | 0.04% | −10.0% | Reduced |
| Coho Partners, Ltd. | 2,490 | $464.2K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 2,490 | $464.0K | 0.03% | −2,432−49.4% | Reduced |
| Boston Private Wealth LLC | 2,478 | $462.0K | 0.01% | −466−15.8% | Reduced |
| Archer Investment Corp | 2,477 | $461.9K | 0.15% | +1,400+130.0% | Added |
| Schulhoff & Co Inc | 2,456 | $457.9K | 0.22% | 00.0% | Unchanged |
| SL Advisors, LLC | 2,440 | $454.9K | 0.98% | −92−3.6% | Reduced |
| Armstrong Henry H Associates Inc | 2,430 | $453.0K | 0.05% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 2,424 | $451.9K | 0.05% | +2,424 | New |
| Advisors Preferred, LLC | 2,335 | $448.4K | 0.07% | −547−19.0% | Reduced |
| Pecaut & Co. | 2,400 | $447.5K | 0.18% | 00.0% | Unchanged |
| Advisors Management Group Inc | 2,400 | $447.0K | 0.12% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 2,370 | $441.8K | 0.23% | +19+0.8% | Added |
| Silver Coast Investments LLC | 2,358 | $439.6K | 0.20% | +2,358 | New |
| Capital Investment Advisors, LLC | 2,353 | $438.6K | 0.01% | +104+4.6% | Added |
| Stanley-Laman Group, Ltd. | 2,339 | $436.1K | 0.07% | +181+8.4% | Added |
| KG&L Capital Management,LLC | 2,336 | $435.5K | 0.18% | +171+7.9% | Added |
| AdvisorNet Financial, Inc | 2,336 | $435.5K | 0.04% | +1,690+261.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,331 | $434.6K | 0.16% | +491+26.7% | Added |
| We Are One Seven, LLC | 2,325 | $433.5K | 0.03% | +248+11.9% | Added |
| Cito Capital Group, LLC | 2,300 | $429.0K | 0.18% | +2,300 | New |
| Pinnacle Associates Ltd | 2,298 | $428.5K | 0.01% | −736−24.3% | Reduced |
| Northeast Investment Management | 2,291 | $427.1K | 0.02% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,290 | $426.9K | 0.07% | −1,515−39.8% | Reduced |
| National Asset Management, Inc. | 2,257 | $420.8K | 0.01% | +269+13.5% | Added |
| Ingalls & Snyder LLC | 2,253 | $420.0K | 0.02% | −907−28.7% | Reduced |
| Stablepoint Partners, LLC | 2,251 | $419.7K | 0.11% | +2,251 | New |
| McClarren Financial Advisors, Inc. | 2,242 | $418.0K | 0.32% | +15+0.7% | Added |
| Inspirion Wealth Advisors, LLC | 2,172 | $417.2K | 0.08% | +20+0.9% | Added |
| Gateway Investment Advisers LLC | 2,235 | $416.7K | 0.00% | +2,235 | New |
| Virtus Investment Advisers, Inc. | 2,230 | $415.8K | 0.31% | 00.0% | Unchanged |
| Associated Banc-Corp | 2,213 | $412.6K | 0.01% | −25−1.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,207 | $411.5K | 0.01% | −609−21.6% | Reduced |
| Duncker Streett & Co Inc | 2,192 | $408.7K | 0.09% | 00.0% | Unchanged |
| Cooper Financial Group | 2,185 | $407.4K | 0.07% | −115−5.0% | Reduced |
| Lakeview Capital Partners, LLC | 2,163 | $403.3K | 0.07% | +176+8.9% | Added |
| Tarbox Family Office, Inc. | 2,153 | $401.4K | 0.08% | −1,156−34.9% | Reduced |
| Colony Group, LLC | 2,139 | $399.0K | 0.01% | +2,139 | New |
| Triumph Capital Management | 2,124 | $396.1K | 0.17% | +774+57.3% | Added |
| NEOS Investment Management LLC | 2,121 | $395.4K | 0.04% | +630+42.3% | Added |
| Vident Advisory, LLC | 2,106 | $392.6K | 0.01% | −6,790−76.3% | Reduced |
| Principal Securities, Inc. | 2,094 | $390.3K | 0.01% | +2,094 | New |
| Dana Investment Advisors, Inc. | 2,086 | $388.9K | 0.02% | +2,086 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,078 | $387.5K | 0.08% | +395+23.5% | Added |
| Strategy Asset Managers LLC | 2,076 | $387.0K | 0.09% | −352−14.5% | Reduced |
| Daymark Wealth Partners, LLC | 2,071 | $386.1K | 0.02% | −27−1.3% | Reduced |
| Iowa State Bank | 2,053 | $382.8K | 0.09% | −92−4.3% | Reduced |
| Essex Savings Bank | 2,041 | $380.5K | 0.11% | +265+14.9% | Added |
| Northeast Financial Group, Inc. | 2,037 | $379.8K | 0.19% | +3+0.1% | Added |
| Tompkins Financial Corp | 2,036 | $379.6K | 0.05% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 2,031 | $378.7K | 0.37% | −272−11.8% | Reduced |
| Sachetta, LLC | 2,028 | $378.0K | 0.18% | +2,028 | New |
| Heritage Investment Group, Inc. | 2,029 | $378.0K | 0.08% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,027 | $377.9K | 0.06% | +260+14.7% | Added |
| Kingswood Wealth Advisors, LLC | 2,019 | $376.4K | 0.04% | +2,019 | New |
| Edge Capital Group, LLC | 2,006 | $374.0K | 0.02% | +475+31.0% | Added |
| Courier Capital LLC | 2,004 | $373.7K | 0.03% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,001 | $373.0K | 0.06% | −29−1.4% | Reduced |
| Blue Edge Capital, LLC | 2,000 | $372.9K | 0.07% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,000 | $372.9K | 0.09% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 2,000 | $372.9K | 0.07% | +2,000 | New |
| Venator Management LLC | 2,000 | $372.9K | 0.12% | +2,000 | New |
| Lake Street Advisors Group, LLC | 1,996 | $372.1K | 0.02% | +1,996 | New |
| Good Life Advisors, LLC | 1,995 | $371.9K | 0.04% | +623+45.4% | Added |
| Forte Capital LLC | 1,976 | $368.5K | 0.05% | −180−8.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,976 | $368.4K | 0.02% | +186+10.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 1,965 | $366.4K | 0.18% | −2,365−54.6% | Reduced |
| Woodstock Corp | 1,965 | $366.4K | 0.04% | −175−8.2% | Reduced |
| BSW Wealth Partners | 1,961 | $365.5K | 0.07% | +604+44.5% | Added |
| Patriot Investment Management Inc. | 1,958 | $365.1K | 0.03% | −185−8.6% | Reduced |
| Pavion Blue Capital, LLC | 1,952 | $363.9K | 0.20% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,951 | $363.7K | 0.08% | +651+50.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,951 | $363.7K | 0.01% | −209−9.7% | Reduced |
| Profund Advisors LLC | 1,951 | $363.7K | 0.02% | +185+10.5% | Added |
| Coastal Investment Advisors, Inc. | 1,944 | $362.5K | 0.08% | +395+25.5% | Added |
| Townsend & Associates, Inc | 1,900 | $359.7K | 0.05% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 1,923 | $358.5K | 0.07% | −102−5.0% | Reduced |
| Cedar Wealth Management, LLC | 1,915 | $357.0K | 0.13% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,904 | $354.9K | 0.04% | +603+46.3% | Added |
| Simmons Bank | 1,902 | $354.6K | 0.03% | −9−0.5% | Reduced |