# HERSHEY CO (HSY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HSY/

- Reporting holders: 49
- Reported value: $222.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $98.5M | 624,895 | 1.7% | 19 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $77.9M | 494,484 | 1.0% | 32 |
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $9.0M | 57,252 | 0.7% | 32 |
| [Kennon-Green & Company, LLC](https://holderbook.com/funds/1963352-kennon-green-company-llc/) | $6.8M | 42,976 | 5.2% | 16 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $4.8M | 30,547 | 1.0% | 32 |
| [BRIGHT ROCK CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1509973-bright-rock-capital-management-llc/) | $3.2M | 20,000 | 0.6% | 32 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $2.1M | 13,565 | 0.3% | 31 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.7M | 10,960 | 0.0% | 32 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $1.7M | 10,633 | 0.1% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.5M | 9,403 | 0.0% | 16 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $1.5M | 9,267 | 0.1% | 32 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $1.4M | 8,860 | 0.3% | 18 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.3M | 8,510 | 0.0% | 9 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.3M | 8,382 | 0.0% | 12 |
| [Gouws Capital LLC](https://holderbook.com/funds/1908828-gouws-capital-llc/) | $945.7K | 6,000 | 0.4% | 20 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $824.5K | 5,231 | 0.0% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $767.8K | 4,871 | 0.0% | 24 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $691.1K | 4,385 | 0.1% | 32 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $641.3K | 4,069 | 0.0% | 8 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $630.4K | 4,000 | 0.1% | 21 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $606.0K | 3,845 | 0.0% | 29 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $557.0K | 3,534 | 0.0% | 7 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $445.2K | 2,825 | 0.1% | 1 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $408.6K | 2,593 | 0.0% | 31 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $408.4K | 2,547 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 49 | $222.7M |
| Q2 2026 | 1,418 | $25.9B |
| Q1 2026 | 1,478 | $26.7B |
| Q4 2025 | 1,429 | $23.9B |
| Q3 2025 | 1,373 | $24.8B |
| Q2 2025 | 1,328 | $22.6B |
| Q1 2025 | 1,360 | $22.0B |
| Q4 2024 | 1,363 | $22.7B |
| Q3 2024 | 1,407 | $25.7B |
| Q2 2024 | 1,391 | $23.7B |
| Q1 2024 | 1,368 | $25.5B |
| Q4 2023 | 1,356 | $24.2B |

