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 |
|---|---|---|---|---|---|
| Vertex Planning Partners, LLC | 1,303 | $220.7K | 0.05% | +53+4.2% | Added |
| Pensionmark Financial Group, LLC | 1,304 | $220.9K | 0.01% | +1,304 | New |
| Family Wealth Group, LLC | 1,305 | $221.0K | 0.17% | −485−27.1% | Reduced |
| Rialto Wealth Management, LLC | 1,305 | $221.0K | 0.07% | +1,305 | New |
| Northcape Wealth Management, LLC | 1,307 | $221.4K | 0.07% | +1,307 | New |
| Colonial River Wealth Management, LLC | 1,308 | $221.4K | 0.11% | −50−3.7% | Reduced |
| BCGM Wealth Management, LLC | 1,313 | $222.3K | 0.07% | +10+0.8% | Added |
| Compass Capital Corp | 1,457 | $222.5K | 0.09% | +1,457 | New |
| YHB Investment Advisors, Inc. | 1,320 | $223.5K | 0.02% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,327 | $225.0K | 0.04% | −200−13.1% | Reduced |
| Claris Financial LLC | 1,329 | $225.1K | 0.15% | +1,329 | New |
| Fulton Bank, N.A. | 1,330 | $225.2K | 0.01% | −230−14.7% | Reduced |
| Equitable Trust Co | 1,335 | $226.1K | 0.01% | −148−10.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 1,335 | $226.1K | 0.01% | −261−16.4% | Reduced |
| Kornitzer Capital Management Inc | 1,336 | $226.3K | 0.00% | +1,336 | New |
| Wealth Alliance | 1,343 | $227.5K | 0.03% | −1,732−56.3% | Reduced |
| Chicago Trust Co NA | 1,349 | $228.5K | 0.04% | −655−32.7% | Reduced |
| Occidental Asset Management, LLC | 1,354 | $229.3K | 0.04% | −150−10.0% | Reduced |
| Abundance Wealth Counselors | 1,360 | $230.0K | 0.05% | −148−9.8% | Reduced |
| Connors Investor Services Inc | 1,360 | $230.3K | 0.02% | −8,810−86.6% | Reduced |
| MTM Investment Management, LLC | 1,367 | $231.6K | 0.09% | +9+0.7% | Added |
| Vaughan David Investments LLC | 1,370 | $232.0K | 0.01% | −24−1.7% | Reduced |
| King Luther Capital Management Corp | 1,372 | $232.3K | 0.00% | −77−5.3% | Reduced |
| Sachetta, LLC | 1,382 | $234.0K | 0.09% | −35−2.5% | Reduced |
| Fisher Asset Management, LLC | 1,393 | $236.0K | 0.00% | +1,393 | New |
| Oppenheimer Asset Management Inc. | 1,394 | $236.1K | 0.00% | −9,958−87.7% | Reduced |
| Cassia Capital Partners, LLC | 1,394 | $236.1K | 0.15% | −1,605−53.5% | Reduced |
| Parvin Asset Management, LLC | 1,395 | $236.2K | 0.25% | +1,395 | New |
| International Private Wealth Advisors LLC | 1,396 | $236.4K | 0.24% | +38+2.8% | Added |
| Legacy Advisors, LLC | 1,402 | $237.4K | 0.02% | −573−29.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 1,405 | $237.9K | 0.05% | −72−4.9% | Reduced |
| ISAM Funds (UK) Ltd | 1,405 | $237.9K | 0.18% | +1,405 | New |
| Foundations Investment Advisors, LLC | 1,406 | $238.1K | 0.00% | +39+2.9% | Added |
| Mitchell Sinkler & Starr | 1,411 | $239.0K | 0.06% | +100+7.6% | Added |
| Stanley-Laman Group, Ltd. | 1,426 | $241.5K | 0.03% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 1,430 | $242.1K | 0.13% | +1,430 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,436 | $243.2K | 0.13% | +207+16.8% | Added |
| Ameritas Investment Partners, Inc. | 1,440 | $243.9K | 0.01% | −113−7.3% | Reduced |
| WealthTrust Axiom LLC | 1,440 | $243.9K | 0.07% | +30+2.1% | Added |
| Court Place Advisors, LLC | 1,443 | $244.4K | 0.08% | +1,443 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 1,450 | $245.6K | 0.26% | −33−2.2% | Reduced |
| Frederick Financial Consultants, LLC | 1,453 | $246.0K | 0.20% | +1,453 | New |
| Sanibel Captiva Trust Company, Inc. | 1,458 | $246.9K | 0.01% | +1,458 | New |
| Synovus Financial Corp | 1,458 | $247.1K | 0.00% | +14+1.0% | Added |
| Peregrine Asset Advisers, Inc. | 1,459 | $247.1K | 0.09% | −1,807−55.3% | Reduced |
| Simplicity Wealth,LLC | 1,469 | $248.7K | 0.05% | −2,442−62.4% | Reduced |
| Montag A & Associates Inc | 1,475 | $249.8K | 0.01% | 00.0% | Unchanged |
| Berkshire Bank | 1,476 | $250.0K | 0.06% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 1,304 | $250.1K | 0.08% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,480 | $250.6K | 0.00% | +1,480 | New |
| Cigna Investments Inc | 1,481 | $251.0K | 0.04% | −27−1.8% | Reduced |
| Perigon Wealth Management, LLC | 1,632 | $251.4K | 0.01% | −170−9.4% | Reduced |
| PFG Advisors | 1,487 | $251.9K | 0.02% | −4,323−74.4% | Reduced |
| Global View Capital Management LLC | 1,500 | $253.2K | 0.09% | +1,500 | New |
| Security Financial Services, INC. | 1,498 | $253.7K | 0.05% | +135+9.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,499 | $253.8K | 0.07% | +1,499 | New |
| Kanawha Capital Management LLC | 1,500 | $254.0K | 0.02% | −115−7.1% | Reduced |
| Nadler Financial Group, Inc. | 1,500 | $254.0K | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,501 | $254.2K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,508 | $255.0K | 0.00% | −4,346−74.2% | Reduced |
| O'Brien Greene & Co. Inc | 1,508 | $255.4K | 0.08% | +8+0.5% | Added |
| Beaton Management Co. Inc. | 1,509 | $256.0K | 0.13% | 00.0% | Unchanged |
| HRT Financial LP | 1,513 | $256.0K | 0.00% | +1,513 | New |
| Hilltop Holdings Inc. | 1,513 | $256.2K | 0.02% | −5,052−77.0% | Reduced |
| Optivise Advisory Services LLC | 1,530 | $259.1K | 0.14% | +366+31.4% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,533 | $259.7K | 0.08% | +1+0.1% | Added |
| Avantra Family Wealth, Inc. | 1,537 | $260.3K | 0.24% | +1,537 | New |
| Cove Private Wealth, LLC | 1,544 | $261.5K | 0.16% | +1,544 | New |
| Trust Co of Virginia | 1,550 | $262.5K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,553 | $263.0K | 0.02% | −9,033−85.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,558 | $263.9K | 0.05% | +4+0.3% | Added |
| Bleakley Financial Group, LLC | 1,569 | $265.7K | 0.01% | −373−19.2% | Reduced |
| Letson Investment Management, Inc. | 1,575 | $266.7K | 0.11% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 1,580 | $267.6K | 0.27% | +1,580 | New |
| Nwam LLC | 1,585 | $268.4K | 0.02% | −128−7.5% | Reduced |
| PUREfi Wealth, LLC | 1,587 | $268.8K | 0.26% | +1,587 | New |
| Longfellow Investment Management Co LLC | 1,594 | $269.9K | 0.07% | −100−5.9% | Reduced |
| Advisors Management Group Inc | 1,600 | $271.0K | 0.06% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,614 | $273.4K | 0.10% | +12+0.7% | Added |
| Howard Bailey Securities, LLC | 1,617 | $273.8K | 0.10% | −504−23.8% | Reduced |
| SL Advisors, LLC | 1,626 | $275.4K | 0.46% | −120−6.9% | Reduced |
| Csenge Advisory Group | 1,628 | $275.7K | 0.01% | +20+1.2% | Added |
| GeoWealth Management, LLC | 1,630 | $276.0K | 0.01% | +20+1.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,635 | $276.9K | 0.10% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,642 | $278.1K | 0.10% | −625−27.6% | Reduced |
| First National Advisers, LLC | 1,650 | $279.4K | 0.05% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,656 | $280.4K | 0.18% | +1,656 | New |
| Eastern Bank | 1,660 | $281.1K | 0.01% | +160+10.7% | Added |
| AdvisorNet Financial, Inc | 1,663 | $281.6K | 0.02% | −168−9.2% | Reduced |
| Bogart Wealth, LLC | 1,668 | $282.4K | 0.01% | +113+7.3% | Added |
| Tradewinds, LLC. | 1,800 | $285.4K | 0.08% | +1,800 | New |
| Barr E S & Co | 1,686 | $285.5K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,806 | $285.8K | 0.05% | +309+20.6% | Added |
| Wimmer Associates 1, LLC | 1,690 | $286.2K | 0.14% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 1,695 | $287.0K | 0.05% | −627−27.0% | Reduced |
| Wesbanco Bank Inc | 1,700 | $287.9K | 0.01% | −850−33.3% | Reduced |
| PVG Asset Management Corp | 1,701 | $288.1K | 1.36% | +1,701 | New |
| SeaCrest Wealth Management, LLC | 1,703 | $288.5K | 0.03% | +298+21.2% | Added |
| Jaffetilchin Investment Partners, LLC | 1,707 | $289.1K | 0.02% | −200−10.5% | Reduced |
| Edge Capital Group, LLC | 1,709 | $289.4K | 0.01% | −297−14.8% | Reduced |