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 |
|---|---|---|---|---|---|
| one8zero8, LLC | 3,194 | $540.9K | 0.12% | +3,194 | New |
| Tudor Investment Corp Et Al | 3,207 | $543.1K | 0.01% | +428+15.4% | Added |
| America First Investment Advisors, LLC | 3,217 | $544.8K | 0.12% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 3,233 | $547.5K | 0.47% | −1,163−26.5% | Reduced |
| Old Point Trust & Financial Services N A | 3,240 | $548.7K | 0.19% | +70+2.2% | Added |
| Ipswich Investment Management Co., Inc. | 3,250 | $550.4K | 0.13% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,267 | $553.3K | 0.19% | −6−0.2% | Reduced |
| Sherbrooke Park Advisers LLC | 3,292 | $557.5K | 0.18% | +3,292 | New |
| Buttonwood Financial Advisors Inc. | 3,298 | $558.5K | 0.25% | +139+4.4% | Added |
| Old National Bancorp | 3,309 | $560.4K | 0.01% | +256+8.4% | Added |
| Tarbox Family Office, Inc. | 3,309 | $560.5K | 0.09% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,310 | $560.5K | 0.10% | +3,310 | New |
| CAPROCK Group, Inc. | 3,311 | $560.7K | 0.02% | +315+10.5% | Added |
| Ade, LLC | 3,420 | $579.2K | 0.36% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,453 | $584.8K | 0.04% | −48−1.4% | Reduced |
| Hixon Zuercher, LLC | 3,463 | $586.5K | 0.23% | −56−1.6% | Reduced |
| Arrow Financial Corp | 3,488 | $590.7K | 0.06% | −501−12.6% | Reduced |
| Bridge Creek Capital Management LLC | 3,490 | $591.0K | 0.18% | +475+15.8% | Added |
| Claro Advisors LLC | 3,512 | $594.7K | 0.08% | −2,200−38.5% | Reduced |
| Groupama Asset Managment | 3,532 | $595.7K | 0.01% | −3,968−52.9% | Reduced |
| HB Wealth Management, LLC | 3,585 | $607.2K | 0.01% | +616+20.7% | Added |
| First Hawaiian Bank | 3,591 | $608.1K | 0.02% | −271−7.0% | Reduced |
| Midland Wealth Advisors LLC | 3,600 | $609.7K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,611 | $611.5K | 0.03% | −138−3.7% | Reduced |
| Proequities, Inc. | 4,058 | $613.2K | 0.03% | +81+2.0% | Added |
| Resources Investment Advisors, LLC. | 3,623 | $613.5K | 0.01% | −65−1.8% | Reduced |
| Dillon & Associates Inc | 3,632 | $614.0K | 0.09% | −201−5.2% | Reduced |
| Diligent Investors, LLC | 3,647 | $617.7K | 0.14% | −200−5.2% | Reduced |
| Congress Wealth Management LLC | 3,662 | $620.3K | 0.01% | −6,897−65.3% | Reduced |
| Harvey Investment Co LLC | 3,674 | $622.0K | 0.07% | 00.0% | Unchanged |
| HM Payson & Co | 3,687 | $624.4K | 0.01% | −3−0.1% | Reduced |
| StoneX Group Inc. | 3,688 | $624.6K | 0.03% | +636+20.8% | Added |
| Entropy Technologies, LP | 3,705 | $627.4K | 0.06% | −2,745−42.6% | Reduced |
| Gen-Wealth Partners Inc | 3,714 | $628.9K | 0.27% | +822+28.4% | Added |
| First Command Advisory Services, Inc. | 3,777 | $639.6K | 0.01% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 3,800 | $643.5K | 0.15% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,809 | $645.1K | 0.01% | −642−14.4% | Reduced |
| HighPoint Advisor Group LLC | 4,098 | $648.5K | 0.04% | −141−3.3% | Reduced |
| Fullcircle Wealth LLC | 4,033 | $648.5K | 0.27% | +2,630+187.5% | Added |
| Alhambra Investment Partners LLC | 3,840 | $650.3K | 0.33% | +426+12.5% | Added |
| Valley Forge Investment Consultants Inc Adv | 3,850 | $652.0K | 0.22% | 00.0% | Unchanged |
| Tevis Investment Management | 3,855 | $652.8K | 0.48% | +3,855 | New |
| Clark & Stuart, Inc | 3,860 | $653.7K | 0.48% | +3,860 | New |
| Cassaday & Co Wealth Management LLC | 3,883 | $657.5K | 0.02% | +27+0.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,899 | $659.7K | 0.01% | −1,667−29.9% | Reduced |
| Silver Coast Investments LLC | 3,898 | $660.1K | 0.25% | +130+3.5% | Added |
| Pettyjohn, Wood & White, Inc | 3,900 | $660.5K | 0.12% | +345+9.7% | Added |
| Farmers Trust Co | 3,913 | $662.7K | 0.12% | +150+4.0% | Added |
| BLB&B Advisors, LLC | 3,920 | $663.9K | 0.03% | −100−2.5% | Reduced |
| Napatree Capital LLC | 3,926 | $664.9K | 0.39% | +87+2.3% | Added |
| Commerzbank Aktiengesellschaft | 3,939 | $665.0K | 0.02% | +1,051+36.4% | Added |
| Trail Ridge Investment Advisors, LLC | 3,931 | $665.7K | 0.32% | +8+0.2% | Added |
| Avidian Wealth Solutions, LLC | 3,944 | $667.9K | 0.03% | −22−0.6% | Reduced |
| Independent Wealth Network Inc. | 3,951 | $669.1K | 0.27% | −347−8.1% | Reduced |
| Ethos Financial Group, LLC | 3,962 | $671.0K | 0.09% | +1,483+59.8% | Added |
| Formidable Asset Management, LLC | 3,974 | $673.1K | 0.11% | −376−8.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,987 | $675.2K | 0.04% | +85+2.2% | Added |
| Cullen/Frost Bankers, Inc. | 3,994 | $676.4K | 0.01% | +95+2.4% | Added |
| Gifford Fong Associates | 4,000 | $677.0K | 0.17% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4,000 | $677.4K | 0.11% | 00.0% | Unchanged |
| Intrust Bank NA | 4,009 | $678.9K | 0.07% | −148−3.6% | Reduced |
| Grandview Asset Management LLC | 4,007 | $679.0K | 0.25% | +4,007 | New |
| Sound View Wealth Advisors Group, LLC | 4,039 | $684.0K | 0.06% | +177+4.6% | Added |
| Stonebridge Financial Group, LLC | 4,042 | $684.6K | 0.08% | +4,042 | New |
| Arthur M. Cohen & Associates, LLC | 4,052 | $686.2K | 0.12% | −2,240−35.6% | Reduced |
| Retirement Guys Formula LLC | 4,070 | $689.3K | 0.35% | +338+9.1% | Added |
| River Wealth Advisors LLC | 4,114 | $696.7K | 0.09% | −297−6.7% | Reduced |
| Florida Financial Advisors, LLC | 4,129 | $699.3K | 0.31% | +775+23.1% | Added |
| Applied Finance Capital Management, LLC | 4,142 | $701.4K | 0.03% | −13−0.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,150 | $702.8K | 0.33% | +517+14.2% | Added |
| Tokio Marine Asset Management Co Ltd | 4,157 | $704.0K | 0.03% | −73−1.7% | Reduced |
| Precedent Wealth Partners, LLC | 4,183 | $708.3K | 0.23% | +105+2.6% | Added |
| Bartlett & Co. Wealth Management LLC | 4,206 | $712.3K | 0.01% | +37+0.9% | Added |
| Wealth Group, Ltd. | 4,224 | $715.0K | 0.46% | +93+2.3% | Added |
| Trivant Custom Portfolio Group, LLC | 4,223 | $715.2K | 0.42% | −1,651−28.1% | Reduced |
| Money Concepts Capital Corp | 4,245 | $718.9K | 0.05% | +316+8.0% | Added |
| Gabelli Funds LLC | 4,250 | $719.7K | 0.01% | +250+6.3% | Added |
| Portside Wealth Group, LLC | 4,262 | $721.8K | 0.12% | +466+12.3% | Added |
| Koshinski Asset Management, Inc. | 4,272 | $723.5K | 0.06% | +257+6.4% | Added |
| AE Wealth Management LLC | 4,282 | $725.3K | 0.01% | +321+8.1% | Added |
| Schulhoff & Co Inc | 4,296 | $727.5K | 0.32% | +115+2.8% | Added |
| Helios Capital Management Pte. Ltd | 4,300 | $728.2K | 0.43% | 00.0% | Unchanged |
| Summit Global Investments | 4,313 | $730.0K | 0.05% | −34−0.8% | Reduced |
| Verdence Capital Advisors LLC | 4,327 | $732.8K | 0.06% | +11+0.3% | Added |
| KFG Wealth Management, LLC | 4,357 | $737.8K | 0.14% | +765+21.3% | Added |
| Mission Wealth Management, LP | 4,360 | $738.3K | 0.02% | +4,360 | New |
| Key Financial Inc | 4,362 | $738.7K | 0.17% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 4,375 | $740.9K | 0.05% | −481−9.9% | Reduced |
| Select Asset Management & Trust | 4,403 | $746.0K | 0.29% | +3,153+252.2% | Added |
| Dorsey & Whitney Trust CO LLC | 4,412 | $747.2K | 0.04% | +49+1.1% | Added |
| Jefferies Financial Group Inc. | 4,430 | $750.2K | 0.01% | −22,074−83.3% | Reduced |
| Clearbridge Investments, LLC | 4,440 | $751.9K | 0.00% | −1,000−18.4% | Reduced |
| Advisors Capital Management, LLC | 4,444 | $752.7K | 0.01% | −1,111−20.0% | Reduced |
| Allstate Corp | 4,471 | $757.2K | 0.02% | +4,471 | New |
| Univest Financial Corp | 4,500 | $762.1K | 0.05% | +68+1.5% | Added |
| Board of the Pension Protection Fund | 4,500 | $762.1K | 0.88% | +4,500 | New |
| Guardian Asset Advisors, LLC | 4,526 | $766.3K | 0.49% | −4,382−49.2% | Reduced |
| Forum Financial Management, LP | 4,568 | $773.5K | 0.01% | +438+10.6% | Added |
| BKD Wealth Advisors, LLC | 4,573 | $774.4K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,579 | $775.0K | 0.00% | −126,167−96.5% | Reduced |