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 |
|---|---|---|---|---|---|
| Inspirion Wealth Advisors, LLC | 2,367 | $391.8K | 0.05% | +12+0.5% | Added |
| Vident Advisory, LLC | 2,321 | $393.1K | 0.01% | +94+4.2% | Added |
| Joel Isaacson & Co., LLC | 2,338 | $395.9K | 0.02% | +356+18.0% | Added |
| Enhancing Capital LLC | 2,346 | $397.3K | 0.32% | +2,346 | New |
| Kathmere Capital Management, LLC | 2,370 | $401.3K | 0.04% | +2,370 | New |
| American National Bank | 2,373 | $401.9K | 0.04% | +78+3.4% | Added |
| Forte Capital LLC | 2,409 | $408.0K | 0.05% | −665−21.6% | Reduced |
| Independence Bank of Kentucky | 2,415 | $409.0K | 0.06% | +1,575+187.5% | Added |
| LifeGuide Financial Advisors, LLC | 2,418 | $409.5K | 0.18% | +19+0.8% | Added |
| Triangle Securities Wealth Management | 2,420 | $409.8K | 0.11% | +2,420 | New |
| Clark Wealth Partners | 2,423 | $410.3K | 0.32% | +2,423 | New |
| Navellier & Associates Inc | 2,427 | $411.0K | 0.05% | −142−5.5% | Reduced |
| Ingalls & Snyder LLC | 2,438 | $413.0K | 0.02% | +235+10.7% | Added |
| Conning Inc. | 2,464 | $417.3K | 0.01% | +435+21.4% | Added |
| Smart Money Group LLC | 2,476 | $419.2K | 0.14% | +208+9.2% | Added |
| Cardiff Park Advisors, LLC | 2,488 | $421.3K | 0.04% | +17+0.7% | Added |
| Aurdan Capital Management, LLC | 2,490 | $421.7K | 0.16% | +2,490 | New |
| J.W. Cole Advisors, Inc. | 2,490 | $421.7K | 0.02% | −845−25.3% | Reduced |
| PFG Investments, LLC | 2,496 | $422.7K | 0.03% | +394+18.7% | Added |
| Peoples Bank | 2,500 | $423.4K | 0.29% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,507 | $424.6K | 0.02% | 00.0% | Unchanged |
| Allen Investment Management LLC | 2,520 | $426.8K | 0.00% | −4,000−61.3% | Reduced |
| Founders Financial Securities LLC | 2,523 | $427.3K | 0.04% | +147+6.2% | Added |
| Columbia Asset Management | 2,524 | $427.4K | 0.08% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 2,524 | $427.4K | 0.11% | −47−1.8% | Reduced |
| Valley Brook Capital Group | 2,530 | $428.5K | 0.32% | −1,327−34.4% | Reduced |
| Advisors Preferred, LLC | 2,547 | $429.9K | 0.07% | +2,547 | New |
| Safe Harbor Fiduciary, LLC | 2,541 | $430.3K | 0.44% | +95+3.9% | Added |
| HBK Sorce Advisory LLC | 2,552 | $432.2K | 0.01% | −62−2.4% | Reduced |
| Financial Advocates Investment Management | 2,567 | $434.7K | 0.02% | +441+20.7% | Added |
| Mutual Advisors, LLC | 2,830 | $435.9K | 0.01% | −26−0.9% | Reduced |
| Dark Forest Capital Management LP | 2,590 | $438.6K | 0.06% | +448+20.9% | Added |
| Hickory Point Bank & Trust | 2,594 | $439.3K | 0.39% | +2,594 | New |
| Investmark Advisory Group LLC | 2,602 | $440.6K | 0.22% | +2,602 | New |
| United Capital Financial Advisers, LLC | 2,603 | $440.8K | 0.00% | −611−19.0% | Reduced |
| Main Street Financial Solutions, LLC | 2,612 | $442.3K | 0.04% | +4+0.2% | Added |
| Fernwood Investment Management, LLC | 2,625 | $444.5K | 0.15% | −400−13.2% | Reduced |
| V-Square Quantitative Management LLC | 2,626 | $444.7K | 0.06% | +282+12.0% | Added |
| Trust Co of Vermont | 2,629 | $445.2K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,635 | $446.2K | 0.01% | +864+48.8% | Added |
| Sheets Smith Wealth Management | 2,637 | $446.5K | 0.05% | +23+0.9% | Added |
| Ballentine Partners, LLC | 2,639 | $446.9K | 0.01% | −477−15.3% | Reduced |
| Stevens Capital Management LP | 2,654 | $449.0K | 0.18% | +2,654 | New |
| Atwater Malick LLC | 2,661 | $450.6K | 0.15% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 2,672 | $452.5K | 0.16% | +3+0.1% | Added |
| Crestline Management, LP | 2,692 | $455.9K | 0.02% | −40,530−93.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,699 | $457.0K | 0.02% | −1,475−35.3% | Reduced |
| Somerville Kurt F | 2,700 | $457.2K | 0.08% | 00.0% | Unchanged |
| Tower Bridge Advisors | 2,700 | $457.2K | 0.05% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,700 | $457.2K | 0.02% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 2,700 | $457.2K | 0.06% | +835+44.8% | Added |
| Weatherly Asset Management L. P. | 2,705 | $458.1K | 0.04% | −107−3.8% | Reduced |
| Ambassador Advisors, LLC | 2,711 | $459.1K | 0.08% | −25−0.9% | Reduced |
| Essex Financial Services, Inc. | 2,715 | $459.8K | 0.03% | −4−0.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,715 | $459.8K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,718 | $460.3K | 0.02% | +636+30.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,721 | $460.9K | 0.09% | +1,014+59.4% | Added |
| Daymark Wealth Partners, LLC | 2,768 | $468.8K | 0.02% | +16+0.6% | Added |
| First American Trust, FSB | 2,770 | $469.1K | 0.05% | +5+0.2% | Added |
| Hudock, Inc. | 2,772 | $469.6K | 0.08% | +9+0.3% | Added |
| Robertson Stephens Wealth Management, LLC | 2,784 | $471.5K | 0.02% | +10.0% | Added |
| EP Wealth Advisors, LLC | 2,808 | $475.6K | 0.00% | −770−21.5% | Reduced |
| Lifeworks Advisors, LLC | 2,812 | $476.1K | 0.09% | +1,222+76.9% | Added |
| Zions Bancorporation, N.A. | 2,824 | $478.2K | 0.03% | +950+50.7% | Added |
| International Assets Investment Management, LLC | 2,842 | $479.7K | 0.04% | −570,801−99.5% | Reduced |
| Leonteq Securities AG | 2,844 | $481.6K | 0.05% | +1,667+141.6% | Added |
| Quadcap Wealth Management, LLC | 2,879 | $487.6K | 0.07% | +975+51.2% | Added |
| Johnson Financial Group, Inc. | 3,270 | $488.0K | 0.02% | +1,594+95.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,888 | $489.2K | 0.03% | +28+1.0% | Added |
| Hardman Johnston Global Advisors LLC | 2,900 | $491.1K | 0.02% | 00.0% | Unchanged |
| Norden Group LLC | 2,909 | $492.6K | 0.06% | +5+0.2% | Added |
| Tectonic Advisors LLC | 2,926 | $495.5K | 0.03% | +2,926 | New |
| Lincoln Capital LLC | 2,931 | $496.3K | 0.10% | −59−2.0% | Reduced |
| Coldstream Capital Management Inc | 2,960 | $501.2K | 0.01% | +494+20.0% | Added |
| Ledyard National Bank | 2,966 | $502.3K | 0.05% | −161−5.1% | Reduced |
| WBH Advisory Inc | 2,971 | $503.1K | 0.05% | −10−0.3% | Reduced |
| Advisory Alpha, LLC | 2,988 | $506.2K | 0.02% | +94+3.2% | Added |
| Waters Parkerson & Co., LLC | 2,990 | $506.4K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,991 | $506.5K | 0.05% | −25−0.8% | Reduced |
| Sandy Spring Bank | 2,992 | $506.7K | 0.02% | −54−1.8% | Reduced |
| Levin Capital Strategies, L.P. | 3,000 | $508.1K | 0.05% | −2,250−42.9% | Reduced |
| Argent Trust Co | 3,002 | $508.4K | 0.02% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 3,013 | $510.2K | 0.26% | +1,660+122.7% | Added |
| Gotham Asset Management, LLC | 3,019 | $511.3K | 0.00% | +145+5.0% | Added |
| Old North State Wealth Management, LLC | 3,031 | $513.3K | 0.29% | +3,031 | New |
| Oakworth Capital, Inc. | 3,033 | $513.6K | 0.04% | −76−2.4% | Reduced |
| Hamel Associates, Inc. | 3,035 | $514.0K | 0.17% | −14,068−82.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,305 | $516.0K | 0.09% | +933+21.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,048 | $516.2K | 0.02% | +175+6.1% | Added |
| ARS Wealth Advisors Group, LLC | 3,049 | $516.4K | 0.07% | +348+12.9% | Added |
| Sumitomo Life Insurance Co | 3,067 | $519.4K | 0.01% | −103−3.2% | Reduced |
| SPC Financial, Inc. | 3,100 | $525.0K | 0.05% | −1,605−34.1% | Reduced |
| Somerset Trust Co | 3,108 | $526.3K | 0.20% | −954−23.5% | Reduced |
| First National Trust Co | 3,112 | $527.0K | 0.02% | −15−0.5% | Reduced |
| Callan Family Office, LLC | 3,126 | $529.4K | 0.03% | +3,126 | New |
| Assenagon Asset Management S.A. | 3,132 | $530.4K | 0.00% | −46,203−93.7% | Reduced |
| Field & Main Bank | 3,160 | $535.1K | 0.19% | −1,355−30.0% | Reduced |
| Good Life Advisors, LLC | 3,168 | $536.4K | 0.04% | −1,884−37.3% | Reduced |
| Studio Investment Management LLC | 3,173 | $537.3K | 0.11% | +1,096+52.8% | Added |
| Summit Financial, LLC | 3,189 | $540.1K | 0.02% | −1,179−27.0% | Reduced |