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, 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 |
|---|---|---|---|---|---|
| Elevate Capital Advisors, LLC | 15,768 | $3.28M | 2.12% | −6,781−30.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 15,627 | $3.25M | 0.02% | −9,220−37.1% | Reduced |
| Burney Co | 15,560 | $3.23M | 0.10% | −414−2.6% | Reduced |
| 44 Wealth Management LLC | 15,497 | $3.22M | 1.13% | −1,657−9.7% | Reduced |
| Uhlmann Price Securities, LLC | 14,938 | $3.21M | 0.22% | +14,938 | New |
| Generali Asset Management SPA SGR | 15,379 | $3.20M | 0.07% | +5,125+50.0% | Added |
| UniSuper Management Pty Ltd | 15,343 | $3.19M | 0.02% | −1,588−9.4% | Reduced |
| OP Asset Management Ltd | 15,307 | $3.18M | 0.03% | −1,012−6.2% | Reduced |
| Cypress Advisory Group LLC | 15,195 | $3.16M | 2.41% | +89+0.6% | Added |
| Captrust Financial Advisors | 15,188 | $3.16M | 0.01% | +841+5.9% | Added |
| Occudo Quantitative Strategies LP | 16,743 | $3.11M | 0.17% | +16,743 | New |
| Picton Mahoney Asset Management | 14,880 | $3.09M | 0.03% | +1,890+14.5% | Added |
| Allstate Corp | 14,859 | $3.09M | 0.03% | +3,777+34.1% | Added |
| Oak Thistle LLC | 14,857 | $3.09M | 0.30% | +10,909+276.3% | Added |
| Johnson Investment Counsel Inc | 14,838 | $3.08M | 0.02% | −1,784−10.7% | Reduced |
| Farringdon Capital, Ltd. | 14,793 | $3.08M | 0.67% | +10,372+234.6% | Added |
| Capstone Investment Advisors, LLC | 14,726 | $3.06M | 0.03% | +2,788+23.4% | Added |
| Sowell Financial Services LLC | 14,702 | $3.06M | 0.11% | +640+4.6% | Added |
| Investment Management Corp of Ontario | 14,571 | $3.03M | 0.04% | +700+5.0% | Added |
| Private Advisor Group, LLC | 14,544 | $3.02M | 0.01% | −211−1.4% | Reduced |
| Public Employees Retirement Association of Colorado | 14,448 | $3.00M | 0.01% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 14,441 | $3.00M | 0.01% | +5,169+55.7% | Added |
| Moors & Cabot, Inc. | 14,415 | $3.00M | 0.13% | +323+2.3% | Added |
| LVM Capital Management Ltd | 14,327 | $2.98M | 0.28% | +115+0.8% | Added |
| Callahan Advisors, LLC | 14,155 | $2.94M | 0.25% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 14,111 | $2.93M | 0.05% | +897+6.8% | Added |
| Regions Financial Corp | 14,044 | $2.92M | 0.02% | −928−6.2% | Reduced |
| DT Investment Partners, LLC | 13,951 | $2.90M | 0.24% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 13,826 | $2.87M | 0.12% | −10.0% | Reduced |
| Central Bank & Trust Co | 13,815 | $2.87M | 0.45% | −82−0.6% | Reduced |
| Dean Capital Management | 13,793 | $2.87M | 1.19% | +13,793 | New |
| Horizon Investments, LLC | 13,745 | $2.86M | 0.03% | +1,617+13.3% | Added |
| iA Global Asset Management Inc. | 13,625 | $2.83M | 0.04% | +20+0.1% | Added |
| Carret Asset Management, LLC | 13,500 | $2.81M | 0.27% | 00.0% | Unchanged |
| Arnhold LLC | 13,480 | $2.80M | 0.21% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 13,470 | $2.80M | 0.02% | −1,392−9.4% | Reduced |
| Sirios Capital Management L P | 13,458 | $2.80M | 0.34% | +5,731+74.2% | Added |
| Eukles Asset Management | 13,422 | $2.79M | 1.24% | −1,237−8.4% | Reduced |
| Argyle Capital Management Inc. | 13,411 | $2.79M | 0.91% | −100−0.7% | Reduced |
| Settian Capital LP | 13,400 | $2.79M | 1.95% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13,316 | $2.77M | 0.08% | +12,780+2,384.3% | Added |
| Dakota Wealth Management | 13,161 | $2.74M | 0.06% | −10,569−44.5% | Reduced |
| Geneva Partners, LLC | 12,932 | $2.69M | 1.29% | +12,932 | New |
| Crossmark Global Holdings, Inc. | 12,807 | $2.66M | 0.04% | +2,804+28.0% | Added |
| Dearborn Partners LLC | 12,569 | $2.61M | 0.14% | −118−0.9% | Reduced |
| Culbertson A N & Co Inc | 12,559 | $2.61M | 0.34% | −600−4.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 12,544 | $2.61M | 0.32% | +257+2.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 12,500 | $2.60M | 0.79% | 00.0% | Unchanged |
| TCW Group Inc | 12,492 | $2.60M | 0.02% | +5,370+75.4% | Added |
| Principal Securities, Inc. | 12,475 | $2.59M | 0.04% | −6,405−33.9% | Reduced |
| Graham Capital Management, L.P. | 12,469 | $2.59M | 0.09% | +10,792+643.5% | Added |
| Central Trust Co | 12,282 | $2.55M | 0.05% | +40+0.3% | Added |
| Davenport & Co LLC | 12,264 | $2.55M | 0.01% | +1,344+12.3% | Added |
| Next Level Private LLC | 12,254 | $2.55M | 0.58% | +30.0% | Added |
| MAI Capital Management | 12,197 | $2.54M | 0.01% | −424−3.4% | Reduced |
| Bahl & Gaynor Inc | 12,162 | $2.53M | 0.01% | −215−1.7% | Reduced |
| Credit Agricole S A | 12,130 | $2.52M | 0.01% | +4,829+66.1% | Added |
| Acadian Asset Management LLC | 11,955 | $2.48M | 0.00% | +3,124+35.4% | Added |
| Tudor Financial Inc. | 11,915 | $2.48M | 1.27% | 00.0% | Unchanged |
| Greenleaf Trust | 11,787 | $2.45M | 0.02% | −154−1.3% | Reduced |
| Siemens Fonds Invest GmbH | 11,787 | $2.45M | 0.14% | +54+0.5% | Added |
| O'Domhnaill Enterprises, Inc. | 11,727 | $2.44M | 1.96% | +501+4.5% | Added |
| Ashton Thomas Securities, LLC | 11,723 | $2.44M | 0.31% | −530−4.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,588 | $2.41M | 0.02% | 00.0% | Unchanged |
| Studio Investment Management LLC | 11,545 | $2.40M | 0.43% | −106−0.9% | Reduced |
| Ami Investment Management Inc | 11,481 | $2.39M | 0.54% | −173−1.5% | Reduced |
| ICW Investment Advisors LLC | 11,465 | $2.38M | 0.86% | +102+0.9% | Added |
| Gulf International Bank (UK) Ltd | 11,403 | $2.37M | 0.05% | +3,716+48.3% | Added |
| We Are One Seven, LLC | 11,384 | $2.37M | 0.05% | +1,257+12.4% | Added |
| Knollwood Investment Advisory, LLC | 11,209 | $2.33M | 0.23% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 11,134 | $2.31M | 0.72% | −302−2.6% | Reduced |
| Red Cedar Investment Management, LLC | 11,042 | $2.30M | 0.24% | +11,042 | New |
| Harvest Investment Advisors, LLC | 10,982 | $2.28M | 1.27% | −125−1.1% | Reduced |
| Change Path, LLC | 10,938 | $2.27M | 0.05% | +4,197+62.3% | Added |
| Macquarie Group Ltd | 10,872 | $2.26M | 0.01% | −7,837−41.9% | Reduced |
| Prospera Financial Services Inc | 10,761 | $2.24M | 0.04% | −368−3.3% | Reduced |
| Plato Investment Management Ltd | 10,668 | $2.22M | 0.15% | +2,755+34.8% | Added |
| Harbour Investments, Inc. | 10,614 | $2.21M | 0.03% | +1,174+12.4% | Added |
| Hillman Capital Management, Inc. | 10,608 | $2.21M | 1.53% | −2,700−20.3% | Reduced |
| GAMMA Investing LLC | 10,594 | $2.20M | 0.10% | +2,115+24.9% | Added |
| Laird Norton Trust Company, LLC | 10,332 | $2.15M | 0.05% | −2,483−19.4% | Reduced |
| Candriam Luxembourg S.C.A. | 10,314 | $2.14M | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10,267 | $2.13M | 0.04% | +1,871+22.3% | Added |
| Savant Capital, LLC | 10,235 | $2.13M | 0.01% | +1,033+11.2% | Added |
| Commerce Bank | 10,187 | $2.12M | 0.01% | +1,765+21.0% | Added |
| Abn Amro Investment Solutions | 10,143 | $2.11M | 0.03% | +10,143 | New |
| Farther Finance Advisors, LLC | 10,371 | $2.10M | 0.02% | +1,290+14.2% | Added |
| Physicians Financial Services, Inc. | 10,108 | $2.10M | 0.58% | +200+2.0% | Added |
| Commonwealth Retirement Investments LLC | 10,063 | $2.09M | 0.65% | +431+4.5% | Added |
| Meadowbrook Advisors Group, LLC | 10,017 | $2.08M | 1.24% | −1,130−10.1% | Reduced |
| Lido Advisors, LLC | 10,011 | $2.08M | 0.01% | +742+8.0% | Added |
| Westhampton Capital, LLC | 9,927 | $2.06M | 0.96% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 9,903 | $2.06M | 0.57% | +9,903 | New |
| Lantz Financial LLC | 9,896 | $2.06M | 0.43% | −488−4.7% | Reduced |
| Integrated Wealth Concepts LLC | 9,824 | $2.04M | 0.02% | +9,824 | New |
| Panagora Asset Management Inc | 9,688 | $2.01M | 0.01% | −15−0.2% | Reduced |
| Dark Forest Capital Management LP | 9,660 | $2.01M | 0.18% | −16,260−62.7% | Reduced |
| Precedent Wealth Partners, LLC | 9,655 | $2.01M | 0.40% | +498+5.4% | Added |
| Thrivent Financial for Lutherans | 9,532 | $1.98M | 0.00% | +673+7.6% | Added |
| Texas Yale Capital Corp. | 9,460 | $1.97M | 0.06% | 00.0% | Unchanged |