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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 11,011 | $1.86M | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 11,100 | $1.88M | 0.01% | −615−5.2% | Reduced |
| Avantax Advisory Services, Inc. | 11,179 | $1.89M | 0.01% | −5,841−34.3% | Reduced |
| Captrust Financial Advisors | 11,215 | $1.90M | 0.01% | −698−5.9% | Reduced |
| Knollwood Investment Advisory, LLC | 11,268 | $1.91M | 0.20% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 11,354 | $1.92M | 0.85% | +39+0.3% | Added |
| Elevate Capital Advisors, LLC | 11,448 | $1.94M | 1.71% | +11,448 | New |
| Gulf International Bank (UK) Ltd | 11,518 | $1.95M | 0.05% | −125−1.1% | Reduced |
| Nomura Holdings Inc | 11,516 | $1.95M | 0.01% | +11,516 | New |
| Robeco Institutional Asset Management B.V. | 11,516 | $1.95M | 0.00% | +190+1.7% | Added |
| Valeo Financial Advisors, LLC | 11,567 | $1.96M | 0.05% | +360+3.2% | Added |
| R.H. Dinel Investment Counsel, Inc. | 11,590 | $1.96M | 1.31% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 11,905 | $2.02M | 0.41% | +2,246+23.3% | Added |
| Pacer Advisors, Inc. | 12,013 | $2.03M | 0.00% | −3,372−21.9% | Reduced |
| Belpointe Asset Management LLC | 10,663 | $2.06M | 0.12% | +2,215+26.2% | Added |
| Metis Global Partners, LLC | 12,170 | $2.06M | 0.06% | +291+2.4% | Added |
| Next Level Private LLC | 12,251 | $2.07M | 0.84% | 00.0% | Unchanged |
| Alps Advisors Inc | 12,299 | $2.08M | 0.01% | −34−0.3% | Reduced |
| Siemens Fonds Invest GmbH | 12,371 | $2.09M | 0.22% | +1,098+9.7% | Added |
| Jones Financial Companies LLLP | 12,403 | $2.10M | 0.00% | +2,118+20.6% | Added |
| Argyle Capital Management Inc. | 12,473 | $2.11M | 0.83% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 12,500 | $2.12M | 0.48% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12,591 | $2.13M | 0.02% | +1,912+17.9% | Added |
| Oregon Public Employees Retirement Fund | 12,666 | $2.14M | 0.04% | −19−0.1% | Reduced |
| American Trust | 12,674 | $2.15M | 0.16% | −6,181−32.8% | Reduced |
| Central Trust Co | 12,798 | $2.17M | 0.05% | −220−1.7% | Reduced |
| Rafferty Asset Management, LLC | 12,825 | $2.17M | 0.01% | +1,426+12.5% | Added |
| Federation des caisses Desjardins du Quebec | 12,854 | $2.18M | 0.01% | −23,365−64.5% | Reduced |
| Auxier Asset Management | 12,885 | $2.18M | 0.34% | +1,775+16.0% | Added |
| Steward Partners Investment Advisory, LLC | 12,928 | $2.19M | 0.02% | −1,824−12.4% | Reduced |
| Amiral Gestion | 12,933 | $2.19M | 1.38% | +12,933 | New |
| Toroso Investments, LLC | 12,959 | $2.19M | 0.02% | +4,599+55.0% | Added |
| IFP Advisors, Inc | 12,992 | $2.20M | 0.07% | +6,021+86.4% | Added |
| Hennessy Advisors Inc | 13,100 | $2.22M | 0.07% | −800−5.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 13,103 | $2.22M | 0.07% | +177+1.4% | Added |
| Assetmark, Inc | 13,183 | $2.23M | 0.01% | +62+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 13,235 | $2.24M | 0.02% | −2,818−17.6% | Reduced |
| Tocqueville Asset Management L.P. | 13,531 | $2.29M | 0.04% | −11,400−45.7% | Reduced |
| Empire Financial Management Company, LLC | 13,572 | $2.30M | 0.72% | −1,384−9.3% | Reduced |
| Chesley Taft & Associates LLC | 13,694 | $2.32M | 0.11% | −125−0.9% | Reduced |
| Morgan Dempsey Capital Management LLC | 13,772 | $2.33M | 0.94% | −3,517−20.3% | Reduced |
| Venture Visionary Partners LLC | 13,821 | $2.34M | 0.10% | −32,608−70.2% | Reduced |
| Thrive Capital Management, LLC | 13,878 | $2.35M | 1.08% | +5,118+58.4% | Added |
| Summit Place Financial Advisors, LLC | 13,938 | $2.36M | 1.34% | −605−4.2% | Reduced |
| Capstone Investment Advisors, LLC | 13,940 | $2.36M | 0.02% | +8,085+138.1% | Added |
| DT Investment Partners, LLC | 13,951 | $2.36M | 0.20% | −6,734−32.6% | Reduced |
| HBW Advisory Services LLC | 13,977 | $2.37M | 0.35% | +188+1.4% | Added |
| Candriam Luxembourg S.C.A. | 13,997 | $2.37M | 0.01% | +2,194+18.6% | Added |
| Mizuho Securities USA LLC | 14,002 | $2.37M | 0.04% | +4,426+46.2% | Added |
| Inkwell Capital LLC | 14,096 | $2.39M | 2.55% | +14,096 | New |
| First Manhattan Co | 14,180 | $2.40M | 0.01% | −7,996−36.1% | Reduced |
| Colonial Trust Co | 14,251 | $2.41M | 0.36% | −1,545−9.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 14,252 | $2.41M | 0.56% | −7,975−35.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,308 | $2.42M | 0.00% | −10,398−42.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 14,312 | $2.42M | 0.18% | +2,278+18.9% | Added |
| Umb Bank N A | 14,355 | $2.43M | 0.04% | −857−5.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 14,373 | $2.43M | 0.01% | −24,327−62.9% | Reduced |
| 1832 Asset Management L.P. | 14,405 | $2.44M | 0.00% | +1,373+10.5% | Added |
| Cypress Advisory Group LLC | 14,658 | $2.48M | 2.28% | +14,658 | New |
| Hussman Strategic Advisors, Inc. | 14,700 | $2.49M | 0.74% | −6,300−30.0% | Reduced |
| Pittenger & Anderson Inc | 14,724 | $2.49M | 0.09% | −1,006−6.4% | Reduced |
| Alliance Wealth Advisors, LLC | 14,830 | $2.51M | 0.65% | +435+3.0% | Added |
| Avanza Fonder AB | 14,861 | $2.52M | 0.07% | +14,861 | New |
| Eukles Asset Management | 14,904 | $2.52M | 1.08% | −813−5.2% | Reduced |
| Quantitative Investment Management, LLC | 15,062 | $2.55M | 0.19% | +15,062 | New |
| Elo Mutual Pension Insurance Co | 15,138 | $2.56M | 0.05% | +2,025+15.4% | Added |
| Carret Asset Management, LLC | 15,500 | $2.62M | 0.29% | −2,700−14.8% | Reduced |
| UniSuper Management Pty Ltd | 15,603 | $2.64M | 0.02% | +3,643+30.5% | Added |
| Value Partners Investments Inc. | 15,721 | $2.66M | 1.50% | −377−2.3% | Reduced |
| CIBC Private Wealth Group, LLC | 16,557 | $2.69M | 0.00% | −434−2.6% | Reduced |
| Culbertson A N & Co Inc | 15,877 | $2.69M | 0.43% | −1,289−7.5% | Reduced |
| Stonebridge Capital Advisors LLC | 15,918 | $2.70M | 0.22% | +4,521+39.7% | Added |
| Kerusso Capital Management LLC | 15,919 | $2.70M | 1.72% | +8,554+116.1% | Added |
| Bragg Financial Advisors, Inc | 15,926 | $2.70M | 0.11% | +2,198+16.0% | Added |
| Alaska Permanent Fund Corp | 16,075 | $2.72M | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 16,126 | $2.73M | 0.00% | −2,733−14.5% | Reduced |
| Sanctuary Advisors, LLC | 17,998 | $2.74M | 0.02% | −254−1.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17,858 | $2.75M | 0.02% | −353−1.9% | Reduced |
| 44 Wealth Management LLC | 16,387 | $2.78M | 1.07% | −874−5.1% | Reduced |
| Concorde Financial Corp | 16,536 | $2.80M | 1.67% | +1,308+8.6% | Added |
| Innovative Advisory Group, LLC | 16,635 | $2.82M | 2.51% | +16,635 | New |
| Beacon Pointe Advisors, LLC | 16,751 | $2.84M | 0.03% | −626−3.6% | Reduced |
| Capital International Sarl | 16,809 | $2.85M | 0.07% | +14,124+526.0% | Added |
| Axxcess Wealth Management, LLC | 17,003 | $2.88M | 0.07% | +132+0.8% | Added |
| Amica Mutual Insurance Co | 17,075 | $2.89M | 0.30% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 17,209 | $2.91M | 0.01% | +4,729+37.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,235 | $2.92M | 0.01% | +4,630+36.7% | Added |
| D.A. Davidson & Co. | 17,267 | $2.92M | 0.02% | −6,158−26.3% | Reduced |
| Sage Capital Advisors,llc | 17,370 | $2.94M | 0.77% | −929−5.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 17,505 | $2.96M | 0.53% | −1,924−9.9% | Reduced |
| Dana Investment Advisors, Inc. | 17,540 | $2.97M | 0.10% | +860+5.2% | Added |
| Hohimer Wealth Management, LLC | 17,550 | $2.97M | 0.56% | −4,098−18.9% | Reduced |
| Mutual of America Capital Management LLC | 17,674 | $2.99M | 0.03% | −487−2.7% | Reduced |
| Coston, McIsaac & Partners | 17,855 | $3.02M | 0.90% | −1,880−9.5% | Reduced |
| Azimuth Capital Investment Management LLC | 17,860 | $3.02M | 0.12% | +3,505+24.4% | Added |
| JustInvest LLC | 17,998 | $3.05M | 0.05% | +2,100+13.2% | Added |
| Peapack Gladstone Financial Corp | 18,077 | $3.06M | 0.04% | −2,083−10.3% | Reduced |
| Walleye Trading LLC | 18,147 | $3.07M | 0.06% | +18,147 | New |
| Rockefeller Capital Management L.P. | 18,297 | $3.10M | 0.01% | +2,591+16.5% | Added |
| Merit Financial Group, LLC | 18,369 | $3.11M | 0.06% | +8,171+80.1% | Added |