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 |
|---|---|---|---|---|---|
| Wealthquest Corp | 5,876 | $1.22M | 0.09% | −1,364−18.8% | Reduced |
| Kestra Private Wealth Services, LLC | 5,873 | $1.22M | 0.02% | −519−8.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,848 | $1.22M | 0.03% | −820−12.3% | Reduced |
| WSFS Capital Management, LLC | 5,831 | $1.21M | 0.06% | −74−1.3% | Reduced |
| Waterfront Wealth Inc. | 5,829 | $1.21M | 0.22% | +277+5.0% | Added |
| Trivant Custom Portfolio Group, LLC | 5,798 | $1.21M | 0.66% | −21−0.4% | Reduced |
| Kentucky Retirement Systems | 12,368 | $1.20M | 0.09% | +3,222+35.2% | Added |
| Peregrine Asset Advisers, Inc. | 5,766 | $1.20M | 0.32% | +200+3.6% | Added |
| Atlantic Union Bankshares Corp | 5,745 | $1.19M | 0.02% | +77+1.4% | Added |
| AlphaCore Capital LLC | 5,708 | $1.19M | 0.03% | −735−11.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,706 | $1.19M | 0.06% | +4,004+235.3% | Added |
| E. Ohman J:or Asset Management AB | 5,690 | $1.18M | 0.03% | 00.0% | Unchanged |
| Burns J W & Co Inc | 5,690 | $1.18M | 0.14% | +177+3.2% | Added |
| Pensionmark Financial Group, LLC | 5,629 | $1.17M | 0.02% | +144+2.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $1.16M | 0.00% | −3−0.1% | Reduced |
| Drucker Wealth 3.0, LLC | 5,587 | $1.16M | 0.20% | +500+9.8% | Added |
| Private Trust Co NA | 5,587 | $1.16M | 0.10% | −94−1.7% | Reduced |
| Alps Advisors Inc | 5,481 | $1.14M | 0.01% | −350−6.0% | Reduced |
| Saudi Central Bank | 5,469 | $1.14M | 0.02% | +5,469 | New |
| McIntyre Freedman & Flynn Investment Advisers Inc | 5,461 | $1.14M | 0.64% | +10.0% | Added |
| Callan Family Office, LLC | 5,399 | $1.12M | 0.03% | +319+6.3% | Added |
| Aaron Wealth Advisors | 5,394 | $1.12M | 0.06% | +1,607+42.4% | Added |
| Spectrum Strategic Capital Management, LLC | 5,391 | $1.12M | 0.60% | −82−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,373 | $1.12M | 0.02% | +48+0.9% | Added |
| Apollon Wealth Management, LLC | 5,349 | $1.11M | 0.02% | −97−1.8% | Reduced |
| Wendell David Associates Inc | 5,331 | $1.11M | 0.12% | −38−0.7% | Reduced |
| Old North State Wealth Management, LLC | 5,307 | $1.11M | 0.51% | +17+0.3% | Added |
| Catalyst Funds Management Pty Ltd | 5,322 | $1.11M | 0.19% | +5,322 | New |
| CX Institutional | 5,312 | $1.10M | 0.03% | +2,000+60.4% | Added |
| Bath Savings Trust Co | 5,240 | $1.09M | 0.12% | −335−6.0% | Reduced |
| Assenagon Asset Management S.A. | 5,237 | $1.09M | 0.00% | −57,630−91.7% | Reduced |
| Applied Finance Capital Management, LLC | 5,236 | $1.09M | 0.08% | +464+9.7% | Added |
| Oxler Private Wealth LLC | 5,230 | $1.09M | 0.34% | +35+0.7% | Added |
| Oakworth Capital, Inc. | 5,200 | $1.08M | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5,181 | $1.08M | 0.03% | +4,182+418.6% | Added |
| Numerai GP LLC | 5,133 | $1.07M | 0.11% | +5,133 | New |
| Mitchell McLeod Pugh & Williams Inc | 5,097 | $1.06M | 0.16% | +8+0.2% | Added |
| Empirical Finance, LLC | 5,096 | $1.06M | 0.05% | −6−0.1% | Reduced |
| Lazard Asset Management LLC | 5,059 | $1.05M | 0.00% | +47+0.9% | Added |
| Chilton Capital Management LLC | 5,045 | $1.05M | 0.04% | 00.0% | Unchanged |
| Sylvest Advisors, LLC | 5,042 | $1.05M | 0.56% | +56+1.1% | Added |
| Prescott Group Capital Management, L.L.C. | 5,000 | $1.04M | 0.10% | 00.0% | Unchanged |
| DV Trading LLC | 5,000 | $1.04M | 0.09% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 4,998 | $1.04M | 0.12% | −449−8.2% | Reduced |
| Group One Trading, L.P. | 4,978 | $1.03M | 0.03% | +4,978 | New |
| Glenview Trust Co | 4,967 | $1.03M | 0.02% | +1,103+28.5% | Added |
| Schonfeld Strategic Advisors LLC | 4,963 | $1.03M | 0.01% | +3,401+217.7% | Added |
| Van Cleef Asset Management,Inc | 4,943 | $1.03M | 0.11% | −47−0.9% | Reduced |
| Clare Market Investments LLC | 4,930 | $1.02M | 0.21% | +4,930 | New |
| SIH Partners, LLLP | 4,904 | $1.02M | 0.03% | +4,904 | New |
| Sustainable Insight Capital Management, LLC | 4,900 | $1.02M | 0.34% | +4,900 | New |
| Benin Management CORP | 4,899 | $1.02M | 0.23% | −5−0.1% | Reduced |
| NBC Securities, Inc. | 4,878 | $1.01M | 0.08% | −35−0.7% | Reduced |
| Dynasty Wealth Management, LLC | 4,854 | $1.01M | 0.01% | −159−3.2% | Reduced |
| Fundamentun, LLC | 4,851 | $1.01M | 0.04% | +391+8.8% | Added |
| Wealthspire Advisors, LLC | 4,851 | $1.01M | 0.01% | −713−12.8% | Reduced |
| Quadrant Capital Group LLC | 4,810 | $1.00M | 0.03% | +29+0.6% | Added |
| Meyer Handelman Co | 4,800 | $997.9K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,786 | $995.0K | 0.01% | −411−7.9% | Reduced |
| Venture Visionary Partners LLC | 4,774 | $992.6K | 0.03% | −3,260−40.6% | Reduced |
| Modera Wealth Management, LLC | 4,751 | $987.6K | 0.01% | −766−13.9% | Reduced |
| Quadcap Wealth Management, LLC | 4,746 | $986.6K | 0.11% | −1,382−22.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,741 | $985.6K | 0.01% | +6+0.1% | Added |
| Smith, Moore & Co. | 4,716 | $980.5K | 0.07% | −161−3.3% | Reduced |
| United Capital Financial Advisers, LLC | 4,704 | $977.9K | 0.01% | +795+20.3% | Added |
| Stock Yards Bank & Trust Co | 4,702 | $977.5K | 0.03% | −59−1.2% | Reduced |
| Busey Wealth Management | 4,696 | $976.3K | 0.03% | −672−12.5% | Reduced |
| Rayburn West Financial Services LLC | 4,677 | $972.3K | 0.57% | −475−9.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,666 | $970.0K | 0.03% | +334+7.7% | Added |
| Belpointe Asset Management LLC | 4,658 | $968.4K | 0.04% | −817−14.9% | Reduced |
| Laurel Oak Wealth Management, LLC | 4,638 | $964.2K | 0.16% | +434+10.3% | Added |
| Lighthouse Investment Partners, LLC | 4,622 | $960.9K | 0.04% | +4,622 | New |
| Alta Wealth Advisors LLC | 4,611 | $958.6K | 0.31% | +4,611 | New |
| Burke & Herbert Bank & Trust Co | 4,600 | $956.3K | 0.26% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 4,595 | $955.3K | 0.32% | +4,595 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,594 | $954.7K | 0.01% | −5,492−54.5% | Reduced |
| Sterling Capital Management LLC | 4,514 | $938.4K | 0.02% | −3,281−42.1% | Reduced |
| Clearbridge Investments, LLC | 4,500 | $935.5K | 0.00% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 4,425 | $920.0K | 0.86% | 00.0% | Unchanged |
| Select Asset Management & Trust | 4,403 | $915.0K | 0.29% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 4,400 | $914.7K | 0.10% | +4,400 | New |
| Almanack Investment Partners, LLC. | 4,394 | $913.5K | 0.15% | +2,056+87.9% | Added |
| Key Financial Inc | 4,362 | $906.8K | 0.16% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 4,362 | $906.7K | 0.53% | −398−8.4% | Reduced |
| Praxis Capital Management LLC | 4,347 | $903.7K | 2.11% | +28+0.6% | Added |
| Stegent Equity Advisors, Inc. | 4,320 | $898.2K | 0.77% | −729−14.4% | Reduced |
| MainStreet Investment Advisors LLC | 4,311 | $896.2K | 0.13% | +4,311 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 4,290 | $891.8K | 0.01% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,285 | $890.8K | 0.02% | +14+0.3% | Added |
| Herold Advisors, Inc. | 4,257 | $885.0K | 0.19% | −264−5.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,248 | $883.1K | 0.01% | +23+0.5% | Added |
| North Dakota State Investment Board | 4,210 | $875.2K | 0.04% | −784−15.7% | Reduced |
| Independent Wealth Network Inc. | 4,198 | $872.7K | 0.26% | +40+1.0% | Added |
| Schulhoff & Co Inc | 4,181 | $869.2K | 0.36% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 4,179 | $868.8K | 0.03% | +476+12.9% | Added |
| Machina Capital S.A.S. | 4,178 | $868.6K | 0.17% | +4,178 | New |
| Sandler Capital Management | 4,168 | $866.5K | 0.59% | +4,168 | New |
| Clearstead Advisors, LLC | 4,133 | $859.3K | 0.01% | −1,660−28.7% | Reduced |
| Verdence Capital Advisors LLC | 4,132 | $858.9K | 0.05% | −51−1.2% | Reduced |
| Adalta Capital Management LLC | 4,126 | $857.8K | 0.41% | +895+27.7% | Added |