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 29 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, Q1 2026
Institutional positions in Hershey Co as of Mar 31, 2026. 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
- 1,480
- +85 vs. Q4 2025
- Shares held
- 124.6M
- +17.9M (+16.7%) vs. Q4 2025
- Total value
- $25.9B
- +$6.48B (+33.4%) vs. Q4 2025
- New holders
- 196
- 542 more added
- Sold out
- 111
- 466 more reduced
20 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BCGM Wealth Management, LLC | 1,362 | $283.2K | 0.07% | +9+0.7% | Added |
| Aprio Wealth Management, LLC | 1,364 | $283.5K | 0.02% | +260+23.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,366 | $284.0K | 0.02% | +1,366 | New |
| Vaughan David Investments LLC | 1,370 | $285.0K | 0.01% | −4−0.3% | Reduced |
| Bell Bank | 1,371 | $285.0K | 0.01% | −8,928−86.7% | Reduced |
| WealthTrust Axiom LLC | 1,375 | $285.8K | 0.07% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,384 | $287.8K | 0.02% | −56−3.9% | Reduced |
| Beaton Management Co. Inc. | 1,384 | $288.0K | 0.13% | 00.0% | Unchanged |
| Cooper Financial Group | 1,387 | $288.3K | 0.03% | +1,387 | New |
| Cigna Investments Inc | 1,398 | $290.0K | 0.05% | −32−2.2% | Reduced |
| Novare Capital Management LLC | 1,395 | $290.0K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,395 | $290.0K | 0.00% | +85+6.5% | Added |
| StoneX Group Inc. | 1,396 | $290.2K | 0.02% | −1,681−54.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,396 | $290.2K | 0.01% | +79+6.0% | Added |
| Rydar Equities, Inc. | 1,404 | $291.9K | 0.23% | −123−8.1% | Reduced |
| Sara-Bay Financial | 1,406 | $292.3K | 0.09% | +1,406 | New |
| Phoenix Holdings Ltd. | 1,410 | $293.1K | 0.00% | +225+19.0% | Added |
| Philadelphia Investment Partners, LLC | 1,410 | $293.1K | 0.20% | +1,410 | New |
| Chicago Partners Investment Group LLC | 1,560 | $294.4K | 0.01% | +84+5.7% | Added |
| Nadler Financial Group, Inc. | 1,417 | $294.6K | 0.03% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 1,554 | $297.5K | 0.08% | −61−3.8% | Reduced |
| Patton Fund Management, Inc. | 1,432 | $297.7K | 0.05% | +203+16.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,443 | $300.0K | 0.04% | +1,443 | New |
| Wealthcare Advisory Partners LLC | 1,446 | $300.6K | 0.01% | +148+11.4% | Added |
| Sagespring Wealth Partners, LLC | 1,447 | $300.7K | 0.01% | +166+13.0% | Added |
| OpenArc Corporate Advisory, LLC | 1,447 | $300.8K | 0.00% | +1,447 | New |
| 17 Capital Partners, LLC | 1,450 | $301.4K | 0.16% | +1,450 | New |
| Ameritas Investment Partners, Inc. | 1,452 | $301.9K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,454 | $302.3K | 0.14% | −67−4.4% | Reduced |
| Federated Hermes, Inc. | 1,454 | $302.3K | 0.00% | +822+130.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,458 | $303.1K | 0.01% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,462 | $304.0K | 0.02% | +13+0.9% | Added |
| R Squared Ltd | 1,465 | $304.6K | 0.17% | +1,465 | New |
| Frederick Financial Consultants, LLC | 1,467 | $305.0K | 0.15% | −20−1.3% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 1,468 | $305.2K | 0.25% | −2−0.1% | Reduced |
| Oarsman Capital, Inc. | 1,469 | $305.4K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,474 | $306.4K | 0.01% | +39+2.7% | Added |
| Avantra Family Wealth, Inc. | 1,475 | $306.6K | 0.23% | +2+0.1% | Added |
| Invariant Investment Management | 1,455 | $306.8K | 0.19% | −42−2.8% | Reduced |
| Berkshire Bank | 1,476 | $306.8K | 0.06% | 00.0% | Unchanged |
| GTS Securities LLC | 1,482 | $308.1K | 0.01% | +1,482 | New |
| Wealthcare Capital Partners, LLC | 1,484 | $308.5K | 0.14% | +10+0.7% | Added |
| Oxford Asset Management LLP | 1,486 | $308.9K | 0.12% | +1,486 | New |
| SNS Financial Group, LLC | 1,487 | $309.0K | 0.03% | −3,753−71.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,487 | $309.1K | 0.01% | +1,487 | New |
| Bingham Private Wealth, LLC | 1,497 | $311.2K | 0.25% | +52+3.6% | Added |
| New Wave Wealth Advisors LLC | 1,498 | $311.4K | 0.11% | +140+10.3% | Added |
| Westerkirk Capital Inc. | 1,500 | $311.8K | 0.03% | −200−11.8% | Reduced |
| O'Brien Greene & Co. Inc | 1,500 | $311.8K | 0.09% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,501 | $312.0K | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,505 | $313.0K | 0.00% | −357−19.2% | Reduced |
| IFP Advisors, Inc | 1,509 | $313.7K | 0.01% | −4,075−73.0% | Reduced |
| Lawood & Co | 1,514 | $314.7K | 0.29% | +134+9.7% | Added |
| Northeast Financial Group, Inc. | 1,518 | $315.7K | 0.08% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 1,519 | $315.8K | 0.07% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,520 | $316.0K | 0.01% | −35−2.3% | Reduced |
| Trust Point Inc. | 1,521 | $316.2K | 0.03% | +1,521 | New |
| Wedmont Private Capital | 1,516 | $316.8K | 0.01% | +358+30.9% | Added |
| BBR Partners, LLC | 1,524 | $316.8K | 0.02% | +320+26.6% | Added |
| Trust Co of Virginia | 1,525 | $317.0K | 0.03% | 00.0% | Unchanged |
| Simmons Bank | 1,526 | $317.2K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,527 | $317.5K | 0.02% | +209+15.9% | Added |
| OV Management LLC | 1,529 | $317.9K | 0.65% | −4,715−75.5% | Reduced |
| Larson Financial Group LLC | 1,530 | $318.0K | 0.01% | −1,031−40.3% | Reduced |
| Connecticut Capital Management Group, LLC | 1,530 | $318.1K | 0.30% | +1+0.1% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,533 | $318.8K | 0.08% | −43−2.7% | Reduced |
| Planned Solutions, Inc. | 1,538 | $319.7K | 0.11% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 1,542 | $320.6K | 0.09% | −8−0.5% | Reduced |
| Armis Advisers, LLC | 1,641 | $321.2K | 0.03% | +59+3.7% | Added |
| MN Wealth Advisors, LLC | 1,547 | $321.7K | 0.16% | +10+0.7% | Added |
| First National Bank & Trust Co of Newtown | 1,551 | $322.4K | 0.07% | −365−19.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,555 | $323.3K | 0.11% | +717+85.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,558 | $323.9K | 0.01% | +1,558 | New |
| Van Hulzen Asset Management, LLC | 1,568 | $326.1K | 0.02% | −232−12.9% | Reduced |
| Perfromance Wealth Partners, LLC | 1,570 | $326.4K | 0.01% | +32+2.1% | Added |
| Aft, Forsyth & Company, Inc. | 1,572 | $326.9K | 0.15% | 00.0% | Unchanged |
| Motco | 1,573 | $327.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 1,574 | $327.3K | 0.04% | −913−36.7% | Reduced |
| Maridea Wealth Management LLC | 1,579 | $328.2K | 0.05% | +1,579 | New |
| Sigma Planning Corp | 1,579 | $328.3K | 0.01% | −227−12.6% | Reduced |
| Convergence Financial, LLC | 1,587 | $329.9K | 0.03% | −31−1.9% | Reduced |
| Keystone Financial Group | 1,592 | $331.0K | 0.02% | +44+2.8% | Added |
| Caldwell Trust Co | 1,598 | $332.2K | 0.03% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,600 | $332.6K | 0.05% | −75−4.5% | Reduced |
| Westco Advisory Services Inc | 1,600 | $332.6K | 0.21% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 1,600 | $332.6K | 0.06% | +1,600 | New |
| Sapient Capital LLC | 1,601 | $332.8K | 0.01% | +451+39.2% | Added |
| Checchi Capital Advisers, LLC | 1,606 | $333.9K | 0.02% | +368+29.7% | Added |
| Advisors Management Group Inc | 1,614 | $335.0K | 0.06% | +14+0.9% | Added |
| Fulton Bank, N.A. | 1,612 | $335.1K | 0.01% | −8−0.5% | Reduced |
| VestGen Advisors, LLC | 1,751 | $336.0K | 0.01% | +1,751 | New |
| Independent Financial Group, LLC | 1,617 | $336.2K | 0.01% | +230+16.6% | Added |
| Essex Financial Services, Inc. | 1,619 | $336.5K | 0.02% | −557−25.6% | Reduced |
| Chicago Trust Co NA | 1,621 | $337.0K | 0.05% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,624 | $337.6K | 0.05% | +33+2.1% | Added |
| River Street Advisors LLC | 1,630 | $338.9K | 0.11% | +1,630 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,635 | $339.9K | 0.10% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,677 | $340.2K | 0.02% | −825−33.0% | Reduced |
| Ameritas Advisory Services, LLC | 1,654 | $343.9K | 0.01% | +178+12.1% | Added |
| First National Advisers, LLC | 1,656 | $344.3K | 0.05% | +6+0.4% | Added |