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, 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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 86 | $15.0K | 0.00% | −240−73.6% | Reduced |
| Concord Wealth Partners | 91 | $15.4K | 0.00% | −50−35.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 95 | $16.1K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 108 | $16.1K | 0.01% | +108 | New |
| Farmers & Merchants Investments Inc | 96 | $16.3K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 97 | $16.4K | 0.01% | +37+61.7% | Added |
| Clear Street Markets LLC | 97 | $16.4K | 0.01% | +97 | New |
| Riggs Asset Managment Co. Inc. | 100 | $16.9K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $16.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $16.9K | 0.00% | −176−63.8% | Reduced |
| GHP Investment Advisors, Inc. | 100 | $16.9K | 0.00% | −14−12.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 100 | $16.9K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $16.9K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $16.9K | 0.01% | 00.0% | Unchanged |
| Providence First Trust Co | 100 | $16.9K | 0.01% | +100 | New |
| Hager Investment Management Services, LLC | 100 | $16.9K | 0.01% | +100 | New |
| Aspetuck Financial Management LLC | 100 | $16.9K | 0.01% | +100 | New |
| Ogorek Anthony Joseph | 103 | $17.0K | 0.01% | +103 | New |
| EnRich Financial Partners LLC | 101 | $17.1K | 0.01% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 101 | $17.1K | 0.01% | +101 | New |
| Investors Research Corp | 104 | $17.6K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 104 | $17.6K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 108 | $18.2K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 108 | $18.3K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 111 | $18.9K | 0.02% | +111 | New |
| Burkett Financial Services, LLC | 111 | $18.9K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 112 | $19.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 119 | $20.1K | 0.01% | +1+0.8% | Added |
| Crewe Advisors LLC | 120 | $20.3K | 0.00% | −60−33.3% | Reduced |
| POM Investment Strategies, LLC | 120 | $20.3K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 129 | $21.8K | 0.01% | +1+0.8% | Added |
| PFS Partners, LLC | 131 | $22.2K | 0.01% | +1+0.8% | Added |
| GKV Capital Management Co., Inc. | 132 | $22.4K | 0.01% | +132 | New |
| Kestra Investment Management, LLC | 136 | $23.0K | 0.00% | −2,929−95.6% | Reduced |
| Asset Planning,Inc | 139 | $23.6K | 0.02% | +139 | New |
| Larson Financial Group LLC | 142 | $24.1K | 0.00% | +38+36.5% | Added |
| Hemington Wealth Management | 148 | $25.0K | 0.01% | +4+2.8% | Added |
| Monetary Management Group Inc | 150 | $25.4K | 0.01% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 150 | $25.4K | 0.01% | +150 | New |
| Putney Financial Group LLC | 150 | $25.4K | 0.02% | +150 | New |
| Financial Avengers, Inc. | 158 | $26.8K | 0.01% | +1+0.6% | Added |
| Fortitude Family Office, LLC | 163 | $27.6K | 0.01% | +51+45.5% | Added |
| Crowley Wealth Management, Inc. | 164 | $27.8K | 0.02% | +164 | New |
| Castleview Partners, LLC | 165 | $27.9K | 0.01% | +97+142.6% | Added |
| Indiana Trust & Investment Management CO | 165 | $27.9K | 0.01% | +15+10.0% | Added |
| MPWM Advisory Solutions, LLC | 165 | $27.9K | 0.02% | +165 | New |
| Vision Financial Markets LLC | 169 | $28.6K | 0.03% | +169 | New |
| Beaird Harris Wealth Management, LLC | 170 | $28.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $28.8K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 174 | $29.5K | 0.00% | +124+248.0% | Added |
| Pinnacle Bancorp, Inc. | 175 | $29.6K | 0.01% | +50+40.0% | Added |
| Laurel Wealth Advisors LLC | 175 | $29.6K | 0.00% | −307−63.7% | Reduced |
| Washington Trust Co | 183 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 188 | $31.9K | 0.00% | +50+36.2% | Added |
| Compass Wealth Management LLC | 196 | $33.2K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $33.9K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 201 | $34.0K | 0.01% | −7−3.4% | Reduced |
| Lee Danner & Bass Inc | 202 | $34.2K | 0.00% | +202 | New |
| LGT Financial Advisors LLC | 204 | $34.6K | 0.08% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 206 | $34.7K | 0.03% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 218 | $36.0K | 0.01% | +218 | New |
| TCTC Holdings, LLC | 216 | $36.6K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 225 | $38.1K | 0.02% | −744−76.8% | Reduced |
| Cromwell Holdings LLC | 225 | $38.1K | 0.02% | −121−35.0% | Reduced |
| CNB Bank | 225 | $38.1K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 229 | $38.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 238 | $40.0K | 0.03% | +71+42.5% | Added |
| Armstrong Advisory Group, Inc | 240 | $40.6K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 247 | $41.8K | 0.02% | −24−8.9% | Reduced |
| AlphaMark Advisors, LLC | 250 | $42.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 249 | $42.2K | 0.01% | −88−26.1% | Reduced |
| Future Financial Wealth Managment LLC | 250 | $42.3K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 256 | $43.3K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 262 | $44.4K | 0.00% | +100+61.7% | Added |
| Glass Jacobson Investment Advisors llc | 266 | $45.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 268 | $45.4K | 0.00% | −26−8.8% | Reduced |
| Thompson Investment Management, Inc. | 275 | $46.6K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 286 | $48.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 288 | $48.8K | 0.00% | −224−43.8% | Reduced |
| Salomon & Ludwin, LLC | 296 | $50.1K | 0.01% | −37−11.1% | Reduced |
| Rosenberg Matthew Hamilton | 300 | $50.8K | 0.01% | −78−20.6% | Reduced |
| Princeton Global Asset Management LLC | 300 | $50.8K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 300 | $50.8K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $50.8K | 0.03% | +50+20.0% | Added |
| Atlantic Trust, LLC | 302 | $51.1K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 310 | $52.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 310 | $52.5K | 0.02% | +210+210.0% | Added |
| Cranbrook Wealth Management, LLC | 314 | $53.2K | 0.01% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 315 | $53.4K | 0.03% | +315 | New |
| Gleason Group, Inc. | 319 | $54.0K | 0.01% | +3+0.9% | Added |
| Comprehensive Financial Planning, Inc. | 319 | $54.0K | 0.05% | +319 | New |
| BOK Financial Private Wealth, Inc. | 330 | $55.8K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 330 | $55.9K | 0.02% | +330 | New |
| VSM Wealth Advisory, LLC | 330 | $55.9K | 0.02% | +330 | New |
| High Note Wealth, LLC | 366 | $62.0K | 0.02% | +366 | New |
| WPG Advisers, LLC | 371 | $62.8K | 0.06% | +371 | New |
| Evolution Advisers, Inc. | 381 | $64.0K | 0.03% | +1+0.3% | Added |
| Raleigh Capital Management Inc. | 379 | $64.2K | 0.02% | −21−5.3% | Reduced |
| Penserra Capital Management LLC | 392 | $66.0K | 0.00% | +374+2,077.8% | Added |
| Global Trust Asset Management, LLC | 400 | $67.7K | 0.03% | −700−63.6% | Reduced |