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 |
|---|---|---|---|---|---|
| Estabrook Capital Management | 400 | $67.7K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 400 | $67.7K | 0.04% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 400 | $67.7K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 417 | $70.7K | 0.01% | −57−12.0% | Reduced |
| Smartleaf Asset Management LLC | 421 | $71.0K | 0.01% | −163−27.9% | Reduced |
| State of Wyoming | 420 | $71.1K | 0.01% | +206+96.3% | Added |
| First Horizon Advisors, Inc. | 428 | $72.5K | 0.00% | −11−2.5% | Reduced |
| Peoples Financial Services Corp. | 429 | $72.6K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 433 | $73.4K | 0.00% | +433 | New |
| Venturi Wealth Management, LLC | 435 | $73.7K | 0.00% | +358+464.9% | Added |
| New Millennium Group LLC | 448 | $75.9K | 0.04% | +3+0.7% | Added |
| Bellevue Asset Management, LLC | 451 | $76.4K | 0.04% | +1+0.2% | Added |
| Tortoise Investment Management, LLC | 454 | $76.9K | 0.01% | −71−13.5% | Reduced |
| Menard Financial Group LLC | 469 | $79.4K | 0.05% | +469 | New |
| Flagship Wealth Advisors, LLC | 482 | $81.7K | 0.05% | +482 | New |
| Cary Street Partner Investment Advisory LLC | 483 | $81.8K | 0.05% | −2,088−81.2% | Reduced |
| Adirondack Trust Co | 497 | $84.2K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 500 | $84.7K | 0.00% | −4,950−90.8% | Reduced |
| Mather Group, LLC. | 502 | $85.0K | 0.00% | +105+26.4% | Added |
| Hollencrest Capital Management | 505 | $85.5K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 523 | $89.2K | 0.00% | +523 | New |
| EverSource Wealth Advisors, LLC | 560 | $94.8K | 0.01% | −1,728−75.5% | Reduced |
| Sentry Investment Management LLC | 561 | $95.0K | 0.05% | −91−14.0% | Reduced |
| Parkside Financial Bank & Trust | 583 | $98.7K | 0.01% | +31+5.6% | Added |
| Blackhill Capital Inc | 600 | $101.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 600 | $102.0K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 620 | $105.0K | 0.01% | +96+18.3% | Added |
| Quent Capital, LLC | 632 | $107.1K | 0.01% | +172+37.4% | Added |
| Salem Investment Counselors Inc | 645 | $109.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 651 | $110.2K | 0.00% | −417−39.0% | Reduced |
| Deseret Mutual Benefit Administrators | 660 | $111.8K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 685 | $116.0K | 0.01% | +28+4.3% | Added |
| CoreFirst Bank & Trust | 689 | $116.7K | 0.07% | −5−0.7% | Reduced |
| Slocum, Gordon & Co LLP | 693 | $117.4K | 0.10% | 00.0% | Unchanged |
| Elgethun Capital Management | 696 | $117.9K | 0.03% | +5+0.7% | Added |
| Brown Brothers Harriman & Co | 710 | $120.2K | 0.00% | +241+51.4% | Added |
| Capital A Wealth Management, LLC | 713 | $120.7K | 0.20% | +713 | New |
| JFS Wealth Advisors, LLC | 722 | $122.3K | 0.01% | −21−2.8% | Reduced |
| Fortis Group Advisors, LLC | 732 | $124.0K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 746 | $126.3K | 0.03% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 757 | $128.3K | 0.02% | +757 | New |
| Creative Financial Designs Inc | 762 | $129.0K | 0.01% | −207−21.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 789 | $133.6K | 0.04% | +101+14.7% | Added |
| Federated Hermes, Inc. | 795 | $134.6K | 0.00% | −35,558−97.8% | Reduced |
| Hopwood Financial Services, Inc. | 800 | $135.5K | 0.10% | +800 | New |
| Skopos Labs, Inc. | 807 | $136.5K | 0.04% | −135−14.3% | Reduced |
| MV Capital Management, Inc. | 816 | $138.2K | 0.01% | −57−6.5% | Reduced |
| ESL Trust Services, LLC | 823 | $139.4K | 0.03% | +800+3,478.3% | Added |
| SBI Securities Co., Ltd. | 832 | $140.9K | 0.00% | +832 | New |
| JNBA Financial Advisors | 832 | $140.9K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 842 | $142.6K | 0.18% | +842 | New |
| City Holding Co | 844 | $142.9K | 0.02% | −5−0.6% | Reduced |
| Centaurus Financial, Inc. | 864 | $146.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 872 | $147.7K | 0.12% | −68−7.2% | Reduced |
| Hantz Financial Services, Inc. | 881 | $149.0K | 0.00% | +4+0.5% | Added |
| Rothschild Investment LLC | 888 | $150.4K | 0.01% | +51+6.1% | Added |
| Hills Bank & Trust Co | 891 | $150.9K | 0.01% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 899 | $152.2K | 0.08% | −545−37.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 900 | $152.4K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 918 | $156.0K | 0.02% | +1+0.1% | Added |
| Lowe Wealth Advisors, LLC | 935 | $158.4K | 0.07% | +1+0.1% | Added |
| Pathway Financial Advisers, LLC | 937 | $158.6K | 0.05% | −98−9.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 965 | $164.0K | 0.02% | +6+0.6% | Added |
| Caitong International Asset Management Co., Ltd | 987 | $167.1K | 0.16% | +987 | New |
| Clean Yield Group | 1,000 | $169.3K | 0.05% | −6−0.6% | Reduced |
| Raiffeisen Bank International AG | 1,048 | $176.8K | 0.00% | +1,048 | New |
| Archer Investment Corp | 1,066 | $180.5K | 0.05% | −1,399−56.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,129 | $191.2K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,141 | $193.3K | 0.13% | +1,141 | New |
| Anchor Investment Management, LLC | 1,156 | $195.8K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 1,181 | $200.0K | 0.00% | +1,181 | New |
| MEMBERS Trust Co | 1,182 | $200.2K | 0.01% | +10+0.9% | Added |
| Smith Anglin Financial, LLC | 1,185 | $200.7K | 0.02% | +9+0.8% | Added |
| Sky Investment Group LLC | 1,190 | $201.5K | 0.04% | +100+9.2% | Added |
| Spears Abacus Advisors LLC | 1,194 | $202.2K | 0.00% | −1,965−62.2% | Reduced |
| Syon Capital LLC | 1,196 | $202.6K | 0.02% | −919−43.5% | Reduced |
| Aviance Capital Partners, LLC | 1,200 | $203.2K | 0.03% | −50−4.0% | Reduced |
| Massmutual Trust Co FSB | 1,201 | $203.4K | 0.01% | −38−3.1% | Reduced |
| Commonwealth Financial Services, LLC | 1,209 | $204.7K | 0.04% | +64+5.6% | Added |
| Ignite Planners, LLC | 1,215 | $205.4K | 0.05% | −4−0.3% | Reduced |
| BSW Wealth Partners | 1,214 | $205.6K | 0.03% | −594−32.9% | Reduced |
| Headinvest, LLC | 1,225 | $207.5K | 0.04% | −200−14.0% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 1,226 | $207.6K | 0.07% | +1,226 | New |
| Rossby Financial, LCC | 1,227 | $207.8K | 0.13% | +1,227 | New |
| Savvy Advisors, Inc. | 1,230 | $208.3K | 0.03% | −137−10.0% | Reduced |
| Gill Capital Partners, LLC | 1,232 | $208.7K | 0.07% | +9+0.7% | Added |
| Oxford Asset Management LLP | 1,233 | $208.8K | 0.09% | −1,443−53.9% | Reduced |
| J. W. Coons Advisors, LLC | 1,240 | $210.0K | 0.05% | −85−6.4% | Reduced |
| Strategic Financial Services, Inc, | 1,244 | $210.7K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,244 | $211.0K | 0.01% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 1,252 | $212.0K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,259 | $213.2K | 0.01% | −82−6.1% | Reduced |
| Pitcairn Co | 1,261 | $213.6K | 0.01% | +13+1.0% | Added |
| Waterloo Capital, L.P. | 1,268 | $214.8K | 0.02% | +28+2.3% | Added |
| Wellington Management Group LLP | 1,271 | $215.2K | 0.00% | −3,722−74.5% | Reduced |
| Patriot Investment Management Inc. | 1,293 | $219.0K | 0.02% | −135−9.5% | Reduced |
| Beaumont Financial Advisors, LLC | 1,294 | $219.2K | 0.02% | −20−1.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,297 | $219.6K | 0.01% | −963−42.6% | Reduced |
| Weiss Asset Management LP | 1,300 | $220.2K | 0.01% | +1,300 | New |
| Connecticut Wealth Management, LLC | 1,303 | $220.7K | 0.01% | −54−4.0% | Reduced |