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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 2,141 | $445.1K | 0.01% | −73−3.3% | Reduced |
| Dillon & Associates Inc | 2,128 | $443.0K | 0.06% | −330−13.4% | Reduced |
| Intelligent Financial Strategies | 2,125 | $441.7K | 0.23% | −8−0.4% | Reduced |
| Eagle Global Advisors LLC | 2,121 | $440.9K | 0.02% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 2,114 | $439.5K | 0.06% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,114 | $439.4K | 0.04% | +180+9.3% | Added |
| MTM Investment Management, LLC | 2,113 | $439.3K | 0.14% | +13+0.6% | Added |
| Ipsen Advisor Group LLC | 2,112 | $439.1K | 0.31% | −2,112−50.0% | Reduced |
| Meridian Investment Counsel Inc. | 2,100 | $436.6K | 0.10% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,095 | $435.5K | 0.04% | +29+1.4% | Added |
| Florida Financial Advisors, LLC | 2,083 | $433.1K | 0.10% | +359+20.8% | Added |
| Alchemi Wealth, LLC | 2,076 | $431.6K | 0.24% | +22+1.1% | Added |
| First National Trust Co | 2,070 | $430.3K | 0.01% | −4−0.2% | Reduced |
| Ethos Financial Group, LLC | 2,012 | $429.7K | 0.03% | +511+34.0% | Added |
| Indivisible Partners | 2,057 | $427.6K | 0.04% | +53+2.6% | Added |
| Profund Advisors LLC | 2,043 | $424.7K | 0.02% | +167+8.9% | Added |
| Vestia Personal Wealth Advisors | 2,024 | $420.8K | 0.20% | +6+0.3% | Added |
| Silverlake Wealth Management LLC | 2,023 | $420.6K | 0.09% | +2+0.1% | Added |
| Blue Edge Capital, LLC | 2,013 | $418.5K | 0.06% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,012 | $418.3K | 0.03% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 2,008 | $417.4K | 0.17% | +161+8.7% | Added |
| Citizens National Bank Trust Department | 2,000 | $415.8K | 0.07% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,000 | $415.8K | 0.14% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 2,000 | $415.8K | 0.00% | +2,000 | New |
| Game Plan Financial Advisors, LLC | 2,000 | $415.8K | 0.19% | +2,000 | New |
| Significant Wealth Partners LLC | 1,991 | $414.0K | 0.51% | +2+0.1% | Added |
| Pinnacle Associates Ltd | 1,988 | $413.4K | 0.01% | +38+1.9% | Added |
| Gamco Investors, Inc. Et Al | 1,982 | $412.0K | 0.00% | +200+11.2% | Added |
| Prime Capital Investment Advisors, LLC | 1,982 | $412.0K | 0.00% | −14−0.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,970 | $409.4K | 0.02% | +154+8.5% | Added |
| Pavion Blue Capital, LLC | 1,952 | $405.8K | 0.18% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,950 | $405.0K | 0.28% | −85−4.2% | Reduced |
| Spears Abacus Advisors LLC | 1,931 | $401.4K | 0.01% | +413+27.2% | Added |
| Excalibur Management Corp | 1,919 | $398.9K | 0.14% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,120 | $395.4K | 0.08% | −198−8.5% | Reduced |
| NorthRock Partners, LLC | 1,893 | $393.6K | 0.01% | +695+58.0% | Added |
| Confluence Wealth Services, Inc. | 1,892 | $393.3K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,889 | $392.7K | 0.02% | +75+4.1% | Added |
| Vestmark Advisory Solutions, Inc. | 1,885 | $391.9K | 0.00% | −39−2.0% | Reduced |
| Atomi Financial Group, Inc. | 1,882 | $391.2K | 0.01% | +265+16.4% | Added |
| West Family Investments, Inc. | 1,871 | $389.0K | 0.14% | −496−21.0% | Reduced |
| Principle Wealth Partners LLC | 1,869 | $388.5K | 0.02% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 1,858 | $386.3K | 0.05% | −362−16.3% | Reduced |
| Sippican Capital Advisors | 1,850 | $384.6K | 0.26% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,836 | $381.7K | 0.06% | +286+18.5% | Added |
| Parsons Capital Management Inc | 1,829 | $380.2K | 0.02% | +1,829 | New |
| Courier Capital LLC | 1,821 | $378.6K | 0.02% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,818 | $377.9K | 0.05% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,809 | $376.1K | 0.16% | +34+1.9% | Added |
| PCM Encore, LLC | 1,807 | $375.7K | 0.08% | +75+4.3% | Added |
| Fisher Asset Management, LLC | 1,802 | $374.6K | 0.00% | −2,414−57.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,801 | $374.4K | 0.01% | +34+1.9% | Added |
| Jump Financial, LLC | 1,798 | $373.8K | 0.01% | +1,798 | New |
| Savvy Advisors, Inc. | 1,796 | $373.3K | 0.01% | +449+33.3% | Added |
| KCM Investment Advisors LLC | 1,794 | $373.0K | 0.01% | +523+41.1% | Added |
| Grandfield & Dodd, LLC | 1,787 | $371.5K | 0.02% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 1,776 | $369.1K | 0.03% | +1,776 | New |
| MCF Advisors LLC | 1,767 | $367.3K | 0.02% | +1,013+134.4% | Added |
| TCG Advisory Services, LLC | 1,766 | $367.2K | 0.01% | −4,334−71.0% | Reduced |
| Cannon Financial Strategists, Inc. | 1,766 | $367.1K | 0.05% | +6+0.3% | Added |
| CBOE Vest Financial, LLC | 1,744 | $362.6K | 0.00% | +1,744 | New |
| Tompkins Financial Corp | 1,741 | $361.9K | 0.03% | +474+37.4% | Added |
| Weatherly Asset Management L. P. | 1,740 | $361.7K | 0.03% | −401−18.7% | Reduced |
| Bank of Jackson Hole Trust | 1,734 | $360.5K | 0.17% | +745+75.3% | Added |
| Capital Investment Advisory Services, LLC | 1,729 | $359.5K | 0.03% | +12+0.7% | Added |
| Quattro Advisors LLC | 1,729 | $359.5K | 0.31% | −9−0.5% | Reduced |
| Silver Oak Securities, Inc | 1,726 | $358.8K | 0.03% | +5+0.3% | Added |
| Townsend & Associates, Inc | 1,900 | $358.4K | 0.03% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,711 | $355.7K | 0.05% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,710 | $355.5K | 0.02% | +1,710 | New |
| Mitchell Sinkler & Starr | 1,701 | $353.6K | 0.16% | +15+0.9% | Added |
| Valley Brook Capital Group | 1,700 | $353.4K | 0.24% | −35−2.0% | Reduced |
| Gill Capital Partners, LLC | 1,698 | $352.9K | 0.10% | +11+0.7% | Added |
| Odyssean, LLC | 1,692 | $351.8K | 0.13% | +1,692 | New |
| Avantax Planning Partners, Inc. | 1,690 | $351.4K | 0.01% | −177−9.5% | Reduced |
| Barr E S & Co | 1,686 | $350.5K | 0.02% | −2,661−61.2% | Reduced |
| Fourth Dimension Wealth, LLC | 1,685 | $350.2K | 0.13% | +311+22.6% | Added |
| Oasis Advisors, LLC | 1,680 | $349.6K | 0.07% | +1,680 | New |
| Hall Capital Management Co Inc | 1,875 | $348.3K | 0.12% | 00.0% | Unchanged |
| Enhancing Capital LLC | 1,672 | $347.6K | 0.26% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,656 | $344.3K | 0.05% | +6+0.4% | Added |
| Ameritas Advisory Services, LLC | 1,654 | $343.9K | 0.01% | +178+12.1% | Added |
| International Assets Investment Management, LLC | 1,677 | $340.2K | 0.02% | −825−33.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,635 | $339.9K | 0.10% | 00.0% | Unchanged |
| River Street Advisors LLC | 1,630 | $338.9K | 0.11% | +1,630 | New |
| Keating Financial Advisory Services, Inc. | 1,624 | $337.6K | 0.05% | +33+2.1% | Added |
| Chicago Trust Co NA | 1,621 | $337.0K | 0.05% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,619 | $336.5K | 0.02% | −557−25.6% | Reduced |
| Independent Financial Group, LLC | 1,617 | $336.2K | 0.01% | +230+16.6% | Added |
| VestGen Advisors, LLC | 1,751 | $336.0K | 0.01% | +1,751 | New |
| Fulton Bank, N.A. | 1,612 | $335.1K | 0.01% | −8−0.5% | Reduced |
| Advisors Management Group Inc | 1,614 | $335.0K | 0.06% | +14+0.9% | Added |
| Checchi Capital Advisers, LLC | 1,606 | $333.9K | 0.02% | +368+29.7% | Added |
| Sapient Capital LLC | 1,601 | $332.8K | 0.01% | +451+39.2% | Added |
| 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 |
| Caldwell Trust Co | 1,598 | $332.2K | 0.03% | 00.0% | Unchanged |
| Keystone Financial Group | 1,592 | $331.0K | 0.02% | +44+2.8% | Added |
| Convergence Financial, LLC | 1,587 | $329.9K | 0.03% | −31−1.9% | Reduced |