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 |
|---|---|---|---|---|---|
| SignalPoint Asset Management, LLC | 1,716 | $290.7K | 0.07% | +30+1.8% | Added |
| Insigneo Advisory Services, LLC | 1,718 | $290.9K | 0.03% | +462+36.8% | Added |
| Townsend & Associates, Inc | 1,900 | $291.8K | 0.03% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,723 | $291.8K | 0.05% | +196+12.8% | Added |
| Meridian Wealth Management, LLC | 1,730 | $293.0K | 0.01% | −12−0.7% | Reduced |
| Hartford Financial Management Inc. | 1,730 | $293.0K | 0.06% | +3+0.2% | Added |
| Monterey Private Wealth, Inc. | 1,732 | $293.3K | 0.10% | −40−2.3% | Reduced |
| Capstone Triton Financial Group, LLC | 1,744 | $295.5K | 0.18% | +179+11.4% | Added |
| Relyea Zuckerberg Hanson LLC | 1,745 | $295.5K | 0.04% | +496+39.7% | Added |
| Teza Capital Management LLC | 1,749 | $296.2K | 0.04% | −23,946−93.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,749 | $296.2K | 0.02% | +1,749 | New |
| Encompass More Asset Management | 1,751 | $296.5K | 0.10% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,755 | $297.3K | 0.01% | −429−19.6% | Reduced |
| Investment Management Corp | 1,758 | $297.8K | 0.27% | +1,758 | New |
| Cannon Financial Strategists, Inc. | 1,760 | $298.1K | 0.05% | 00.0% | Unchanged |
| Iowa State Bank | 1,767 | $299.2K | 0.06% | −97−5.2% | Reduced |
| Callahan Advisors, LLC | 1,769 | $299.6K | 0.03% | +1,769 | New |
| Silver Oak Securities, Inc | 1,787 | $301.5K | 0.03% | −102−5.4% | Reduced |
| Sanchez Wealth Management Group | 1,799 | $304.7K | 0.08% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,800 | $304.8K | 0.09% | +100+5.9% | Added |
| New Century Financial Group, LLC | 1,814 | $306.6K | 0.13% | +8+0.4% | Added |
| Courier Capital LLC | 1,821 | $308.4K | 0.02% | −180−9.0% | Reduced |
| Traphagen Investment Advisors LLC | 1,823 | $308.7K | 0.03% | +5+0.3% | Added |
| Lake Street Advisors Group, LLC | 1,828 | $309.6K | 0.01% | −161−8.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,929 | $309.8K | 0.03% | −24,811−92.8% | Reduced |
| BTS Asset Management, Inc. | 1,833 | $310.4K | 0.31% | +763+71.3% | Added |
| Level Four Advisory Services, LLC | 1,840 | $311.7K | 0.01% | −828−31.0% | Reduced |
| Certior Financial Group, LLC | 1,846 | $312.6K | 0.28% | +1,846 | New |
| Caldwell Trust Co | 1,848 | $313.0K | 0.03% | −200−9.8% | Reduced |
| Amica Retiree Medical Trust | 1,849 | $313.0K | 0.30% | −161−8.0% | Reduced |
| Sippican Capital Advisors | 1,850 | $313.3K | 0.23% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 1,853 | $313.8K | 0.01% | +1,853 | New |
| Silverlake Wealth Management LLC | 1,864 | $315.7K | 0.12% | +1+0.1% | Added |
| Astoria Portfolio Advisors LLC. | 2,037 | $316.4K | 0.11% | −76−3.6% | Reduced |
| Principle Wealth Partners LLC | 1,869 | $316.5K | 0.02% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 1,875 | $317.5K | 0.15% | +1,875 | New |
| Simmons Bank | 1,876 | $317.7K | 0.02% | −25−1.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,883 | $318.9K | 0.01% | −182−8.8% | Reduced |
| Spire Wealth Management | 1,884 | $319.0K | 0.01% | +656+53.4% | Added |
| Broadway Wealth Solutions, Inc. | 1,887 | $319.6K | 0.24% | +1,887 | New |
| Prime Capital Investment Advisors, LLC | 1,889 | $319.9K | 0.00% | −414−18.0% | Reduced |
| Profund Advisors LLC | 1,895 | $320.9K | 0.01% | −347−15.5% | Reduced |
| Grandfield & Dodd, LLC | 1,897 | $321.4K | 0.02% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,909 | $323.3K | 0.02% | +37+2.0% | Added |
| First National Bank & Trust Co of Newtown | 1,916 | $324.5K | 0.07% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 1,929 | $326.8K | 0.18% | +6+0.3% | Added |
| Heritage Investment Group, Inc. | 1,936 | $327.9K | 0.06% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 1,952 | $330.6K | 0.16% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,954 | $331.0K | 0.02% | −15−0.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 1,965 | $332.8K | 0.14% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,972 | $334.0K | 0.01% | +19+1.0% | Added |
| Integrated Advisors Network LLC | 1,976 | $334.6K | 0.02% | −396−16.7% | Reduced |
| FineMark National Bank & Trust | 1,983 | $335.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,987 | $336.6K | 0.00% | −311−13.5% | Reduced |
| Ramirez Asset Management, Inc. | 1,989 | $336.8K | 0.07% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 2,000 | $338.7K | 0.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,000 | $338.7K | 0.07% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 2,001 | $338.9K | 0.28% | +2,001 | New |
| Sunbelt Securities, Inc. | 2,026 | $341.7K | 0.03% | +788+63.7% | Added |
| WR Wealth Planners, LLC | 2,019 | $341.9K | 0.11% | +104+5.4% | Added |
| Pinnacle West Asset Management, Inc. | 2,020 | $342.0K | 0.24% | +215+11.9% | Added |
| Graypoint LLC | 2,037 | $345.0K | 0.02% | +2,037 | New |
| Edgestream Partners, L.P. | 2,038 | $345.1K | 0.01% | +30+1.5% | Added |
| Westpac Banking Corp | 2,039 | $345.3K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,047 | $346.7K | 0.01% | −11,419−84.8% | Reduced |
| Northeast Financial Group, Inc. | 2,051 | $347.5K | 0.13% | +4+0.2% | Added |
| Spinnaker Investment Group, LLC | 2,053 | $347.6K | 0.08% | +2,053 | New |
| J2 Capital Management Inc | 2,053 | $347.7K | 0.33% | +2,053 | New |
| Signature Estate & Investment Advisors LLC | 2,065 | $349.7K | 0.01% | +140+7.3% | Added |
| Aft, Forsyth & Company, Inc. | 2,072 | $350.9K | 0.17% | +307+17.4% | Added |
| Choate Investment Advisors | 2,079 | $352.1K | 0.01% | +64+3.2% | Added |
| Meridian Investment Counsel Inc. | 2,100 | $355.6K | 0.11% | +2,100 | New |
| Capital Advisors Inc | 2,105 | $356.5K | 0.01% | +133+6.7% | Added |
| Signaturefd, LLC | 2,107 | $356.8K | 0.01% | −39−1.8% | Reduced |
| Tyler-Stone Wealth Management | 2,114 | $358.1K | 0.06% | +504+31.3% | Added |
| Clear Harbor Asset Management, LLC | 2,116 | $358.3K | 0.03% | +384+22.2% | Added |
| Econ Financial Services Corp | 2,119 | $358.9K | 0.21% | +519+32.4% | Added |
| Northstar Group, Inc. | 2,132 | $361.1K | 0.06% | −107−4.8% | Reduced |
| Aurora Investment Counsel | 2,133 | $361.2K | 0.20% | −37−1.7% | Reduced |
| Foster Group, Inc. | 2,141 | $362.6K | 0.01% | −10.0% | Reduced |
| Signal Advisors Wealth, LLC | 2,148 | $363.8K | 0.04% | +363+20.3% | Added |
| Insight Advisors, LLC | 2,161 | $364.5K | 0.06% | −35−1.6% | Reduced |
| Abn Amro Investment Solutions | 2,167 | $367.0K | 0.01% | −693−24.2% | Reduced |
| Beacon Financial Group | 2,167 | $367.0K | 0.04% | +2,167 | New |
| MUFG Securities Americas Inc. | 2,181 | $369.4K | 0.05% | +2,181 | New |
| Duncker Streett & Co Inc | 2,192 | $371.2K | 0.07% | −100−4.4% | Reduced |
| KG&L Capital Management,LLC | 2,205 | $373.4K | 0.12% | −339−13.3% | Reduced |
| Talon Private Wealth, LLC | 2,213 | $374.8K | 0.08% | +2,213 | New |
| Hallmark Capital Management Inc | 2,219 | $375.8K | 0.03% | +118+5.6% | Added |
| Associated Banc-Corp | 2,226 | $377.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,234 | $378.3K | 0.01% | +412+22.6% | Added |
| CenterStar Asset Management, LLC | 2,234 | $378.4K | 0.83% | +2,234 | New |
| RSM US Wealth Management LLC | 2,243 | $378.7K | 0.01% | −1,162−34.1% | Reduced |
| Global Retirement Partners, LLC | 2,240 | $379.3K | 0.01% | +107+5.0% | Added |
| Stablepoint Partners, LLC | 2,251 | $381.2K | 0.07% | −200−8.2% | Reduced |
| Meeder Advisory Services, Inc. | 2,257 | $382.2K | 0.02% | −414−15.5% | Reduced |
| Northeast Investment Management | 2,291 | $388.0K | 0.02% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,296 | $388.8K | 0.11% | +419+22.3% | Added |
| Edge Financial Advisors LLC | 2,297 | $389.0K | 0.35% | +17+0.7% | Added |
| Chiron Capital Management, LLC | 2,302 | $389.8K | 0.37% | +1,202+109.3% | Added |