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Livermore
Livermore
ZHEN

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 30 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, Q4 2024

Institutional positions in Hershey Co as of Dec 31, 2024. 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
1,349
−26 vs. Q3 2024
Shares held
121.4M
−1.54M (−1.3%) vs. Q3 2024
Total value
$20.6B
−$2.91B (−12.4%) vs. Q3 2024
New holders
188
432 more added
Sold out
214
528 more reduced

25 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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.

Institutional holdersQ4 2024: 1,349 institutions
Q1 2021: 1,007 institutionsQ2 2021: 1,040 institutionsQ3 2021: 1,040 institutionsQ4 2021: 1,138 institutionsQ1 2022: 1,191 institutionsQ2 2022: 1,212 institutionsQ3 2022: 1,228 institutionsQ4 2022: 1,294 institutionsQ1 2023: 1,337 institutionsQ2 2023: 1,357 institutionsQ3 2023: 1,301 institutionsQ4 2023: 1,352 institutionsQ1 2024: 1,362 institutionsQ2 2024: 1,384 institutionsQ3 2024: 1,400 institutionsQ4 2024: 1,349 institutionsQ1 2025: 1,348 institutionsQ2 2025: 1,314 institutionsQ3 2025: 1,360 institutionsQ4 2025: 1,415 institutionsQ1 2026: 1,480 institutionsQ2 2026: 1,417 institutions
Value heldQ4 2024: $20.6B
Q1 2021: $17.3BQ2 2021: $19.0BQ3 2021: $18.6BQ4 2021: $21.0BQ1 2022: $23.8BQ2 2022: $24.1BQ3 2022: $24.9BQ4 2022: $26.2BQ1 2023: $29.4BQ2 2023: $29.4BQ3 2023: $23.5BQ4 2023: $21.8BQ1 2024: $22.8BQ2 2024: $21.6BQ3 2024: $23.6BQ4 2024: $20.6BQ1 2025: $21.0BQ2 2025: $21.3BQ3 2025: $23.7BQ4 2025: $23.2BQ1 2026: $25.9BQ2 2026: $22.8B
Institutions holding HSY and their total value by quarter
QuarterHoldersValue
Q2 20261,417$22.8B
Q1 20261,480$25.9B
Q4 20251,415$23.2B
Q3 20251,360$23.7B
Q2 20251,314$21.3B
Q1 20251,348$21.0B
Q4 20241,349$20.6B
Q3 20241,400$23.6B
Q2 20241,384$21.6B
Q1 20241,362$22.8B
Q4 20231,352$21.8B
Q3 20231,301$23.5B
Q2 20231,357$29.4B
Q1 20231,337$29.4B
Q4 20221,294$26.2B
Q3 20221,228$24.9B
Q2 20221,212$24.1B
Q1 20221,191$23.8B
Q4 20211,138$21.0B
Q3 20211,040$18.6B
Q2 20211,040$19.0B
Q1 20211,007$17.3B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q3 2024.

Institutions holding HSY in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
ZRC Wealth Management, LLC0$90.00%0Unchanged
Creative Capital Management Investments LLC0$380.00%0Unchanged
Truvestments Capital LLC0$510.00%0Unchanged
Carolina Wealth Advisors, LLC1$1690.00%00.0%Unchanged
Fairscale Capital, LLC1$1690.00%00.0%Unchanged
WealthTrak Capital Management LLC1$1700.00%+1New
WestEnd Advisors, LLC2$3390.00%00.0%Unchanged
Financial Management Professionals, Inc.2$3390.00%00.0%Unchanged
Legend Financial Advisors, Inc.2$3390.00%+2New
Principia Wealth Advisory, LLC3$5080.00%+3New
NBC Securities, Inc.3$5410.05%−3,284−99.9%Reduced
ORG Partners LLC4$6770.00%−45−91.8%Reduced
Global Financial Private Client, LLC4$6770.00%+4New
Crews Bank & Trust4$6770.00%+4New
Asset Dedication, LLC4$6780.00%−55−93.2%Reduced
Old Second National Bank of Aurora5$8470.00%−195−97.5%Reduced
Robbins Farley LLC5$8470.00%00.0%Unchanged
Medallion Wealth Advisors, LLC5$8530.00%+5New
Winthrop Capital Management, LLC7$1.00K0.00%+7New
PayPay Securities Corp6$1.02K0.04%+3+100.0%Added
Carolinas Wealth Consulting LLC6$1.02K0.00%−3−33.3%Reduced
Horizon Financial Services, LLC7$1.19K0.00%00.0%Unchanged
Stance Capital LLC7$1.19K0.00%+7New
Private Wealth Management Group, LLC8$1.35K0.00%−28−77.8%Reduced
DiNuzzo Private Wealth, Inc.8$1.35K0.00%−3−27.3%Reduced
Cassady Schiller Wealth Management, LLC8$1.35K0.00%+8New
BankPlus Trust Department8$1.35K0.00%+8New
Accredited Wealth Management, LLC8$1.35K0.00%+8New
ROSS\JOHNSON & Associates LLC8$1.35K0.03%+8New
Creekmur Asset Management LLC9$1.52K0.00%00.0%Unchanged
Conquis Financial LLC9$1.52K0.00%+9New
Cherry Tree Wealth Management, LLC9$1.52K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.10$1.69K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC10$1.69K0.00%00.0%Unchanged
Hoey Investments, Inc10$1.69K0.00%+10New
Atala Financial Inc10$1.69K0.00%+10New
Synergy Investment Management, LLC10$1.69K0.00%+10New
SWAN Capital LLC10$1.75K0.00%00.0%Unchanged
SJS Investment Consulting Inc.11$1.86K0.00%−1−8.3%Reduced
Sierra Ocean, LLC11$1.86K0.00%+11New
Lam Group, Inc.13$2.20K0.00%00.0%Unchanged
Cornerstone Planning Group LLC15$2.31K0.00%+15New
Aspect Partners, LLC14$2.37K0.00%00.0%Unchanged
NewSquare Capital LLC14$2.37K0.00%+14New
Synergy Financial Management, LLC13$2.49K0.00%+13New
Guardian Wealth Management, Inc.15$2.58K0.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc16$2.71K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.16$2.71K0.00%+16New
Moisand Fitzgerald Tamayo, LLC17$2.88K0.00%00.0%Unchanged
Beacon Capital Management, LLC17$2.91K0.00%−16−48.5%Reduced
Capital Advisors, Ltd. LLC17$3.00K0.00%−91−84.3%Reduced
Raffa Wealth Management, LLC18$3.05K0.00%00.0%Unchanged
HighMark Wealth Management LLC18$3.05K0.00%00.0%Unchanged
Mattson Financial Services, LLC16$3.07K0.00%+16New
Albion Financial Group20$3.39K0.00%+20New
Abound Wealth Management20$3.39K0.00%00.0%Unchanged
FPC Investment Advisory, Inc.23$3.43K0.00%+23New
Cape Investment Advisory, Inc.21$3.59K0.00%+5+31.3%Added
Nemes Rush Group LLC22$3.73K0.00%00.0%Unchanged
Eagle Bay Advisors LLC24$4.06K0.00%−48−66.7%Reduced
Mowery & Schoenfeld Wealth Management, LLC24$4.07K0.01%+24New
Financial Perspectives, Inc25$4.26K0.00%+25New
Morton Brown Family Wealth, LLC27$4.57K0.00%00.0%Unchanged
Lavaca Capital LLC28$4.74K0.00%+28New
SOA Wealth Advisors, LLC.29$4.99K0.00%00.0%Unchanged
Stephens Consulting, LLC30$5.08K0.00%00.0%Unchanged
Red Tortoise LLC32$5.42K0.00%00.0%Unchanged
Meeder Asset Management Inc35$5.93K0.00%−3−7.9%Reduced
Missouri Trust & Investment Co35$5.93K0.00%+35New
Annis Gardner Whiting Capital Advisors, LLC35$5.93K0.00%−1−2.8%Reduced
American Capital Advisory, LLC35$5.93K0.00%00.0%Unchanged
Avion Wealth36$6.00K0.00%+14+63.6%Added
Dunhill Financial, LLC37$6.30K0.00%−115−75.7%Reduced
Barrett & Company, Inc.40$6.77K0.00%00.0%Unchanged
McIlrath & Eck, LLC40$6.77K0.00%00.0%Unchanged
Continuum Advisory, LLC46$7.84K0.00%+18+64.3%Added
Hoese & Co LLP50$8.47K0.01%00.0%Unchanged
Piscataqua Savings Bank50$8.47K0.01%00.0%Unchanged
Coastline Trust Co50$8.47K0.00%00.0%Unchanged
Ridgewood Investments LLC50$8.47K0.00%00.0%Unchanged
Wingate Wealth Advisors, Inc.53$8.98K0.01%+53New
Valley National Advisers Inc54$9.00K0.00%−23−29.9%Reduced
Close Asset Management Ltd56$9.00K0.00%00.0%Unchanged
Insight Financial Services57$9.65K0.01%00.0%Unchanged
LRI Investments, LLC57$9.70K0.00%−66−53.7%Reduced
Kozak & Associates, Inc.57$9.70K0.00%+12+26.7%Added
Trifecta Capital Advisors, LLC63$10.7K0.00%00.0%Unchanged
Whipplewood Advisors, LLC65$11.0K0.01%+65New
Transce3nd, LLC66$11.2K0.00%+66New
Vermillion Wealth Management, Inc.69$11.8K0.01%+69New
GW&K Investment Management, LLC68$12.0K0.00%−11−13.9%Reduced
Addison Advisors LLC72$12.2K0.00%00.0%Unchanged
Kessler Investment Group, LLC75$12.7K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC78$13.2K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC78$13.2K0.00%00.0%Unchanged
Mainstream Capital Management LLC79$13.4K0.01%+79New
Measured Risk Portfolios, Inc.81$13.7K0.02%+81New
REAP Financial Group, LLC81$13.8K0.00%00.0%Unchanged
New Age Alpha Advisors, LLC82$13.9K0.00%+6+7.9%Added
Criterion Capital Advisors, LLC76$14.0K0.01%00.0%Unchanged