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, 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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 31,987 | $5.42M | 0.02% | +46+0.1% | Added |
| Fruth Investment Management | 31,992 | $5.42M | 1.49% | +535+1.7% | Added |
| Great Valley Advisor Group, Inc. | 32,001 | $5.42M | 0.12% | −23,646−42.5% | Reduced |
| Dakota Wealth Management | 32,010 | $5.42M | 0.12% | −184−0.6% | Reduced |
| Czech National Bank | 32,034 | $5.42M | 0.05% | +1,952+6.5% | Added |
| Verition Fund Management LLC | 32,310 | $5.47M | 0.03% | −4,923−13.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 31,943 | $5.47M | 0.02% | −66,110−67.4% | Reduced |
| Kennon-Green & Company, LLC | 32,362 | $5.48M | 4.74% | +5,585+20.9% | Added |
| Hendley & Co Inc | 32,376 | $5.48M | 1.92% | −11,733−26.6% | Reduced |
| Van Hulzen Asset Management, LLC | 32,429 | $5.49M | 0.40% | −105,768−76.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 32,774 | $5.55M | 0.58% | −8,464−20.5% | Reduced |
| Norges Bank | 33,173 | $5.62M | 0.00% | −1,710,549−98.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 36,785 | $5.62M | 0.43% | +36,785 | New |
| Van Eck Associates Corp | 33,996 | $5.76M | 0.01% | +288+0.9% | Added |
| Orion Investment Co | 34,017 | $5.76M | 2.31% | −49−0.1% | Reduced |
| SevenBridge Financial Group, LLC | 36,440 | $5.77M | 1.09% | −4,701−11.4% | Reduced |
| Aptus Capital Advisors, LLC | 34,138 | $5.78M | 0.07% | +30,734+902.9% | Added |
| Capital Investment Advisors, LLC | 34,143 | $5.78M | 0.12% | −11,166−24.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 35,142 | $5.92M | 0.03% | −424−1.2% | Reduced |
| Corebridge Financial, Inc. | 35,200 | $5.96M | 0.03% | −2,053−5.5% | Reduced |
| Miramar Capital, LLC | 35,608 | $6.03M | 1.44% | −29,380−45.2% | Reduced |
| Dearborn Partners LLC | 35,899 | $6.08M | 0.25% | +950+2.7% | Added |
| Skba Capital Management LLC | 35,955 | $6.09M | 0.96% | +3,300+10.1% | Added |
| Caisse de Depot Et Placement du Quebec | 36,105 | $6.11M | 0.01% | −100−0.3% | Reduced |
| Stephens Inc | 36,110 | $6.12M | 0.09% | +26,581+278.9% | Added |
| Pinebridge Investments, L.P. | 36,742 | $6.22M | 0.05% | +7,096+23.9% | Added |
| DnB Asset Management AS | 36,771 | $6.23M | 0.03% | +3,570+10.8% | Added |
| Empowered Funds, LLC | 36,972 | $6.26M | 0.09% | +11,053+42.6% | Added |
| Monte Financial Group, LLC | 37,963 | $6.43M | 2.75% | +5,671+17.6% | Added |
| Rodgers Brothers Inc. | 37,986 | $6.43M | 0.84% | +8,779+30.1% | Added |
| CI Private Wealth, LLC | 38,211 | $6.47M | 0.01% | −5,284−12.1% | Reduced |
| TownSquare Capital, LLC | 39,113 | $6.62M | 0.07% | +1,863+5.0% | Added |
| Kovitz Investment Group Partners, LLC | 39,267 | $6.65M | 0.03% | +33,455+575.6% | Added |
| Fulcrum Capital LLC | 39,354 | $6.66M | 1.40% | +1,058+2.8% | Added |
| Blair William & Co | 39,387 | $6.67M | 0.02% | +2,365+6.4% | Added |
| Korea Investment CORP | 39,489 | $6.69M | 0.02% | −120,838−75.4% | Reduced |
| Motco | 39,668 | $6.72M | 0.69% | −1,406−3.4% | Reduced |
| MetLife Investment Management | 39,955 | $6.77M | 0.04% | +672+1.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 40,209 | $6.81M | 0.03% | +30,570+317.1% | Added |
| Credit Agricole S A | 40,231 | $6.81M | 0.02% | +34,890+653.2% | Added |
| Beese Fulmer Investment Management, Inc. | 40,429 | $6.85M | 0.58% | −1,376−3.3% | Reduced |
| Baird Financial Group, Inc. | 41,089 | $6.96M | 0.01% | −12,116−22.8% | Reduced |
| Arizona State Retirement System | 41,502 | $7.03M | 0.04% | −823−1.9% | Reduced |
| State of Michigan Retirement System | 41,634 | $7.05M | 0.04% | −700−1.7% | Reduced |
| Executive Wealth Management, LLC | 41,751 | $7.07M | 0.55% | +1,437+3.6% | Added |
| Nisa Investment Advisors, LLC | 41,988 | $7.11M | 0.03% | −1,157−2.7% | Reduced |
| Exencial Wealth Advisors, LLC | 42,019 | $7.12M | 0.26% | −2,008−4.6% | Reduced |
| Soltis Investment Advisors LLC | 42,028 | $7.12M | 0.66% | −2,311−5.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 42,077 | $7.13M | 0.16% | +22,579+115.8% | Added |
| McRae Capital Management Inc | 42,322 | $7.17M | 1.41% | +5,720+15.6% | Added |
| Advisor Group Holdings, Inc. | 44,382 | $7.23M | 0.02% | −7,085−13.8% | Reduced |
| Congress Asset Management Co | 42,833 | $7.25M | 0.05% | −2,502−5.5% | Reduced |
| Railway Pension Investments Ltd | 43,541 | $7.37M | 0.10% | −4,200−8.8% | Reduced |
| Cerity Partners LLC | 42,057 | $7.44M | 0.02% | −3,549−7.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 45,000 | $7.62M | 0.07% | +9,000+25.0% | Added |
| DekaBank Deutsche Girozentrale | 45,821 | $7.81M | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 46,144 | $7.81M | 0.04% | +19,038+70.2% | Added |
| LaFleur & Godfrey LLC | 46,708 | $7.91M | 1.08% | +3,578+8.3% | Added |
| DRH Investments, Inc. | 48,722 | $8.25M | 9.49% | −4,823−9.0% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 49,040 | $8.30M | 0.05% | +49,040 | New |
| MAI Capital Management | 49,500 | $8.38M | 0.06% | −73,660−59.8% | Reduced |
| Voya Investment Management LLC | 49,602 | $8.40M | 0.01% | −2,574−4.9% | Reduced |
| Public Employees Retirement System of Ohio | 50,039 | $8.47M | 0.03% | −13,803−21.6% | Reduced |
| Comerica Bank | 50,376 | $8.53M | 0.03% | −3,556−6.6% | Reduced |
| CIBC World Markets Inc. | 50,928 | $8.63M | 0.02% | +7,624+17.6% | Added |
| Standard Life Aberdeen plc | 52,143 | $8.74M | 0.02% | −4,216−7.5% | Reduced |
| Fifth Third Bancorp | 51,868 | $8.78M | 0.03% | −8,221−13.7% | Reduced |
| Woodline Partners LP | 52,070 | $8.82M | 0.06% | +52,070 | New |
| Logan Capital Management Inc | 52,300 | $8.86M | 0.37% | 00.0% | Unchanged |
| Nordea Investment Management AB | 52,895 | $8.90M | 0.01% | −77,970−59.6% | Reduced |
| KBC Group NV | 53,598 | $9.08M | 0.03% | −1,103−2.0% | Reduced |
| State of New Jersey Common Pension Fund D | 54,010 | $9.15M | 0.04% | −408−0.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 54,412 | $9.21M | 1.74% | +4,674+9.4% | Added |
| Varma Mutual Pension Insurance Co | 54,556 | $9.24M | 0.07% | +1,500+2.8% | Added |
| Resona Asset Management Co.,Ltd. | 55,689 | $9.45M | 0.06% | −1,655−2.9% | Reduced |
| USS Investment Management Ltd | 56,005 | $9.49M | 0.07% | −2,683−4.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 56,346 | $9.54M | 0.03% | +5,079+9.9% | Added |
| State of Tennessee, Treasury Department | 56,364 | $9.55M | 0.03% | −11,101−16.5% | Reduced |
| Natixis Advisors, L.P. | 56,544 | $9.57M | 0.02% | −36,029−38.9% | Reduced |
| Mediolanum International Funds Ltd | 57,158 | $9.62M | 0.13% | +50,724+788.4% | Added |
| AXA S.A. | 57,120 | $9.67M | 0.03% | +8,537+17.6% | Added |
| CIBC World Markets Corp | 57,970 | $9.82M | 0.06% | +7,654+15.2% | Added |
| Mn Services Vermogensbeheer B.V. | 58,469 | $9.90M | 0.07% | +1,000+1.7% | Added |
| Oppenheimer & Co Inc | 58,920 | $9.98M | 0.15% | −952−1.6% | Reduced |
| Toronto Dominion Bank | 58,950 | $9.98M | 0.02% | −22,556−27.7% | Reduced |
| Kingsview Wealth Management, LLC | 60,407 | $10.2M | 0.20% | +52,256+641.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 60,819 | $10.3M | 0.10% | −10,300−14.5% | Reduced |
| Davis R M Inc | 61,209 | $10.4M | 0.20% | −75,423−55.2% | Reduced |
| Verity & Verity, LLC | 61,539 | $10.4M | 0.95% | −7,013−10.2% | Reduced |
| Berkshire Asset Management LLC | 70,563 | $10.6M | 0.50% | −1,264−1.8% | Reduced |
| JLB & Associates Inc | 62,941 | $10.7M | 1.45% | −1,790−2.8% | Reduced |
| Manning & Napier Advisors LLC | 63,906 | $10.8M | 0.12% | −4,228−6.2% | Reduced |
| CapWealth Advisors, LLC | 64,355 | $10.9M | 1.20% | +929+1.5% | Added |
| St. James Investment Company, LLC | 64,948 | $11.0M | 1.90% | +64,948 | New |
| SEI Investments Co | 65,272 | $11.1M | 0.01% | −6,553−9.1% | Reduced |
| Bridges Investment Management Inc | 65,342 | $11.1M | 0.15% | −3,105−4.5% | Reduced |
| Pictet Asset Management Holding SA | 65,428 | $11.1M | 0.01% | −2,587−3.8% | Reduced |
| CIBC Asset Management Inc | 67,934 | $11.5M | 0.04% | +710+1.1% | Added |
| Nomura Asset Management Co Ltd | 68,287 | $11.6M | 0.03% | +796+1.2% | Added |
| Johnson Investment Counsel Inc | 69,065 | $11.7M | 0.11% | −194,068−73.8% | Reduced |