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 |
|---|---|---|---|---|---|
| Shum Financial Group, Inc. | 2,953 | $613.9K | 0.43% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,950 | $613.3K | 0.01% | +822+38.6% | Added |
| Frank, Rimerman Advisors LLC | 2,949 | $613.1K | 0.04% | +3+0.1% | Added |
| Strive Financial Group ,LLC | 2,950 | $613.0K | 0.33% | +926+45.8% | Added |
| Investment Research Partners LLC | 2,940 | $611.2K | 0.25% | 00.0% | Unchanged |
| Hudock, Inc. | 2,931 | $609.4K | 0.09% | +3+0.1% | Added |
| Brown Miller Wealth Management, LLC | 2,921 | $607.2K | 0.17% | +6+0.2% | Added |
| First American Trust, FSB | 2,913 | $605.6K | 0.04% | +18+0.6% | Added |
| Hantz Financial Services, Inc. | 2,902 | $603.0K | 0.01% | −10−0.3% | Reduced |
| Hardman Johnston Global Advisors LLC | 2,900 | $602.9K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,891 | $601.2K | 0.01% | −1,286−30.8% | Reduced |
| Waters Parkerson & Co., LLC | 2,877 | $598.1K | 0.03% | +15+0.5% | Added |
| ARS Wealth Advisors Group, LLC | 2,873 | $597.2K | 0.05% | −197−6.4% | Reduced |
| Ascent Group, LLC | 2,816 | $585.4K | 0.02% | −124−4.2% | Reduced |
| Wealth Alliance | 2,773 | $576.6K | 0.06% | −1,342−32.6% | Reduced |
| Ledyard National Bank | 2,770 | $575.9K | 0.05% | +21+0.8% | Added |
| Pinnacle Financial Partners, Inc. | 2,760 | $573.9K | 0.00% | +1,242+81.8% | Added |
| Mission Wealth Management, LP | 2,737 | $569.1K | 0.01% | −491−15.2% | Reduced |
| Ostrum Asset Management | 2,732 | $568.0K | 0.03% | −1,836−40.2% | Reduced |
| apricus wealth, LLC | 2,721 | $565.7K | 0.28% | +9+0.3% | Added |
| Banque Cantonale Vaudoise | 2,715 | $564.0K | 0.02% | +91+3.5% | Added |
| Crestwood Advisors Group LLC | 2,706 | $562.5K | 0.01% | +142+5.5% | Added |
| Tower Bridge Advisors | 2,700 | $561.3K | 0.05% | 00.0% | Unchanged |
| Syon Capital LLC | 2,690 | $559.2K | 0.03% | −330−10.9% | Reduced |
| Univest Financial Corp | 2,686 | $558.4K | 0.03% | −36−1.3% | Reduced |
| LifeGuide Financial Advisors, LLC | 2,678 | $556.8K | 0.18% | +2+0.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,671 | $555.3K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 2,661 | $553.2K | 0.04% | +342+14.7% | Added |
| Atwater Malick LLC | 2,661 | $553.2K | 0.15% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,648 | $550.5K | 0.02% | +13+0.5% | Added |
| Cove Private Wealth, LLC | 2,645 | $549.9K | 0.12% | +545+26.0% | Added |
| Coastal Bridge Advisors, LLC | 2,638 | $548.4K | 0.04% | +143+5.7% | Added |
| First Manhattan Co | 2,635 | $547.8K | 0.00% | +221+9.2% | Added |
| Accurate Wealth Management, LLC | 2,705 | $547.6K | 0.07% | +795+41.6% | Added |
| Wakefield Asset Management LLLP | 2,632 | $547.2K | 0.14% | +458+21.1% | Added |
| Rexford Capital Inc | 2,614 | $543.4K | 0.39% | +34+1.3% | Added |
| Independence Bank of Kentucky | 2,583 | $537.0K | 0.07% | +228+9.7% | Added |
| Gateway Wealth Partners, LLC | 2,574 | $535.1K | 0.02% | +2,574 | New |
| Perigon Wealth Management, LLC | 2,568 | $533.9K | 0.01% | +81+3.3% | Added |
| Davis Investment Partners, LLC | 2,552 | $530.5K | 0.19% | −32−1.2% | Reduced |
| Gateway Investment Advisers LLC | 2,551 | $530.2K | 0.01% | +2,551 | New |
| Kathmere Capital Management, LLC | 2,535 | $527.0K | 0.03% | −184−6.8% | Reduced |
| Wesleyan Assurance Society | 2,530 | $526.0K | 0.03% | +660+35.3% | Added |
| Columbia Asset Management | 2,524 | $524.7K | 0.10% | 00.0% | Unchanged |
| J2 Capital Management Inc | 2,521 | $524.1K | 0.36% | +78+3.2% | Added |
| Allen Investment Management LLC | 2,520 | $523.9K | 0.01% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,507 | $521.2K | 0.02% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 2,504 | $520.5K | 0.09% | −90−3.5% | Reduced |
| National Asset Management, Inc. | 2,436 | $520.2K | 0.03% | −205−7.8% | Reduced |
| Krilogy Financial LLC | 2,713 | $519.2K | 0.02% | +69+2.6% | Added |
| Mount Yale Investment Advisors, LLC | 2,494 | $518.5K | 0.01% | +551+28.4% | Added |
| Aurdan Capital Management, LLC | 2,492 | $518.1K | 0.16% | +2+0.1% | Added |
| Hickory Point Bank & Trust | 2,489 | $517.4K | 0.34% | −60−2.4% | Reduced |
| Spinnaker Investment Group, LLC | 2,486 | $516.8K | 0.11% | −6−0.2% | Reduced |
| RFG Advisory, LLC | 2,482 | $516.1K | 0.01% | +218+9.6% | Added |
| Snowden Capital Advisors LLC | 2,476 | $514.8K | 0.01% | +332+15.5% | Added |
| Intellectus Partners, LLC | 2,475 | $514.5K | 0.11% | −54−2.1% | Reduced |
| Hilltop Holdings Inc. | 2,465 | $512.4K | 0.05% | −10,884−81.5% | Reduced |
| Summit Place Financial Advisors, LLC | 2,440 | $507.3K | 0.24% | −12,880−84.1% | Reduced |
| CWA Asset Management Group, LLC | 2,435 | $506.2K | 0.02% | −27−1.1% | Reduced |
| Joel Isaacson & Co., LLC | 2,412 | $501.4K | 0.02% | +3+0.1% | Added |
| Inspirion Wealth Advisors, LLC | 2,411 | $501.1K | 0.06% | +11+0.5% | Added |
| Triangle Securities Wealth Management | 2,400 | $498.9K | 0.11% | −80−3.2% | Reduced |
| Somerville Kurt F | 2,400 | $498.9K | 0.13% | 00.0% | Unchanged |
| Field & Main Bank | 2,400 | $498.9K | 0.15% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,389 | $496.6K | 0.02% | +211+9.7% | Added |
| Transamerica Financial Advisors, Inc. | 2,372 | $493.2K | 0.04% | −48−2.0% | Reduced |
| Brown Brothers Harriman & Co | 2,368 | $492.3K | 0.00% | +1,000+73.1% | Added |
| Northeast Investment Management | 2,366 | $491.9K | 0.02% | 00.0% | Unchanged |
| Summitry LLC | 2,364 | $491.5K | 0.02% | +699+42.0% | Added |
| Rogco, LP | 2,364 | $491.5K | 0.16% | +2,364 | New |
| HBK Sorce Advisory LLC | 2,627 | $488.5K | 0.01% | +11+0.4% | Added |
| Hunter Associates Investment Management LLC | 2,325 | $482.0K | 0.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,316 | $481.5K | 0.02% | +61+2.7% | Added |
| Apella Capital, LLC | 2,498 | $481.2K | 0.01% | +78+3.2% | Added |
| Farmers National Bank | 2,311 | $480.4K | 0.11% | +1,053+83.7% | Added |
| Sankala Group LLC | 2,235 | $480.4K | 0.39% | +69+3.2% | Added |
| McClarren Financial Advisors, Inc. | 2,306 | $479.3K | 0.28% | +2,019+703.5% | Added |
| Ingalls & Snyder LLC | 2,303 | $479.0K | 0.02% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,302 | $478.6K | 0.01% | +17+0.7% | Added |
| Navellier & Associates Inc | 2,300 | $478.1K | 0.05% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,300 | $478.1K | 0.09% | +2,220+2,775.0% | Added |
| Catalytic Wealth RIA, LLC | 2,274 | $472.7K | 0.02% | −383−14.4% | Reduced |
| Stablepoint Partners, LLC | 2,251 | $468.0K | 0.07% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,251 | $468.0K | 0.05% | +2,251 | New |
| Probity Advisors, Inc. | 2,246 | $466.9K | 0.07% | +129+6.1% | Added |
| Financial Advisors Network, Inc. | 2,242 | $466.1K | 0.06% | +245+12.3% | Added |
| Abc Arbitrage SA | 2,239 | $465.5K | 0.06% | +2,239 | New |
| Affinity Investment Advisors, LLC | 2,237 | $465.1K | 0.29% | +2,237 | New |
| American National Bank | 2,232 | $464.0K | 0.04% | −100−4.3% | Reduced |
| Hardworking Capital Advisors, LLC | 2,226 | $462.9K | 0.43% | −215−8.8% | Reduced |
| Tema ETFs LLC | 2,216 | $460.7K | 0.03% | +7+0.3% | Added |
| Teacher Retirement System of Texas | 2,210 | $459.4K | 0.00% | −24,089−91.6% | Reduced |
| Encompass More Asset Management | 2,201 | $457.6K | 0.08% | +48+2.2% | Added |
| Duncker Streett & Co Inc | 2,192 | $455.7K | 0.09% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,170 | $451.1K | 0.03% | 00.0% | Unchanged |
| Northstar Group, Inc. | 2,152 | $447.4K | 0.06% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,145 | $445.9K | 0.06% | +292+15.8% | Added |
| Sheets Smith Wealth Management | 2,144 | $445.7K | 0.05% | −117−5.2% | Reduced |
| Western Wealth Management, LLC | 2,144 | $445.7K | 0.02% | +2,144 | New |