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 |
|---|---|---|---|---|---|
| SlateStone Wealth, LLC | 6,881 | $1.17M | 0.11% | +701+11.3% | Added |
| Crossmark Global Holdings, Inc. | 6,890 | $1.17M | 0.02% | −2,066−23.1% | Reduced |
| Woodstock Corp | 6,896 | $1.17M | 0.11% | +1,780+34.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,902 | $1.17M | 0.01% | −68−1.0% | Reduced |
| Commonwealth Retirement Investments LLC | 7,023 | $1.19M | 0.49% | −702−9.1% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 7,031 | $1.19M | 0.17% | +7,031 | New |
| CWM, LLC | 7,053 | $1.19M | 0.00% | −987−12.3% | Reduced |
| New Mexico Educational Retirement Board | 7,078 | $1.20M | 0.04% | −100−1.4% | Reduced |
| Miracle Mile Advisors, LLC | 7,083 | $1.20M | 0.02% | +7,083 | New |
| Tiaa Trust, National Association | 7,119 | $1.21M | 0.00% | −329−4.4% | Reduced |
| Geneos Wealth Management Inc. | 7,127 | $1.21M | 0.04% | −13,473−65.4% | Reduced |
| Stock Yards Bank & Trust Co | 7,150 | $1.21M | 0.04% | −1,099−13.3% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 7,182 | $1.22M | 0.98% | +104+1.5% | Added |
| Swiss Life Asset Management Ltd | 7,202 | $1.22M | 0.01% | −3,532−32.9% | Reduced |
| Asset Advisors Investment Management, LLC | 7,200 | $1.22M | 0.13% | 00.0% | Unchanged |
| Wealthquest Corp | 7,201 | $1.22M | 0.10% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 7,202 | $1.22M | 0.01% | −48−0.7% | Reduced |
| Huntington National Bank | 7,252 | $1.23M | 0.01% | −909−11.1% | Reduced |
| RFG Advisory, LLC | 7,265 | $1.23M | 0.03% | −2,331−24.3% | Reduced |
| Arnhold LLC | 7,279 | $1.23M | 0.12% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 7,355 | $1.25M | 0.02% | +5+0.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 7,357 | $1.25M | 0.32% | +718+10.8% | Added |
| Ethic Inc. | 7,397 | $1.25M | 0.03% | +313+4.4% | Added |
| CCM Investment Group, LLC | 7,441 | $1.26M | 0.14% | +7,441 | New |
| Pacific Point Advisors, LLC | 8,701 | $1.26M | 0.77% | +8,701 | New |
| Evexia Wealth LLC | 8,179 | $1.27M | 0.43% | −1,151−12.3% | Reduced |
| Promethium Advisors,llc | 7,518 | $1.27M | 0.87% | −25−0.3% | Reduced |
| Savant Capital, LLC | 7,582 | $1.28M | 0.01% | −1,800−19.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,634 | $1.29M | 0.06% | +896+13.3% | Added |
| Herold Advisors, Inc. | 7,711 | $1.31M | 0.28% | +232+3.1% | Added |
| Harvest Investment Advisors, LLC | 7,772 | $1.32M | 0.91% | +215+2.8% | Added |
| Maryland State Retirement & Pension System | 7,776 | $1.32M | 0.03% | −653−7.7% | Reduced |
| iA Global Asset Management Inc. | 7,808 | $1.32M | 0.02% | +5,972+325.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,842 | $1.33M | 0.52% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 7,854 | $1.33M | 0.02% | −291−3.6% | Reduced |
| Securian Asset Management, Inc | 7,896 | $1.34M | 0.04% | −209−2.6% | Reduced |
| Louisiana State Employees Retirement System | 7,900 | $1.34M | 0.03% | −400−4.8% | Reduced |
| Plato Investment Management Ltd | 7,881 | $1.34M | 0.10% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 7,999 | $1.35M | 0.35% | +1,121+16.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 8,000 | $1.35M | 0.22% | 00.0% | Unchanged |
| Caption Management, LLC | 8,000 | $1.35M | 0.06% | +8,000 | New |
| Cornerstone Advisors, LLC | 8,100 | $1.37M | 0.05% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 8,196 | $1.39M | 0.01% | +467+6.0% | Added |
| Commerce Bank | 8,235 | $1.39M | 0.01% | −1,201−12.7% | Reduced |
| Castle Rock Wealth Management, LLC | 8,860 | $1.40M | 0.33% | −57−0.6% | Reduced |
| Hutner Capital Management Inc | 8,291 | $1.40M | 0.68% | −34−0.4% | Reduced |
| CoreCap Advisors, LLC | 8,292 | $1.40M | 0.06% | +1,045+14.4% | Added |
| Settian Capital LP | 8,400 | $1.42M | 1.03% | 00.0% | Unchanged |
| Pensionfund Sabic | 8,400 | $1.42M | 0.38% | +3,000+55.6% | Added |
| DoubleLine ETF Adviser LP | 8,424 | $1.43M | 0.38% | +206+2.5% | Added |
| Thrivent Financial for Lutherans | 8,351 | $1.43M | 0.00% | −239−2.8% | Reduced |
| Ascent Group, LLC | 8,552 | $1.45M | 0.11% | +859+11.2% | Added |
| Integrated Wealth Concepts LLC | 8,616 | $1.46M | 0.02% | −2,457−22.2% | Reduced |
| LCNB Corp | 8,618 | $1.46M | 0.53% | 00.0% | Unchanged |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,628 | $1.46M | 1.09% | +10.0% | Added |
| Shelton Capital Management | 8,670 | $1.47M | 0.04% | 00.0% | Unchanged |
| Prudential PLC | 8,683 | $1.47M | 0.01% | −5,621−39.3% | Reduced |
| Teacher Retirement System of Texas | 8,711 | $1.48M | 0.01% | +8,711 | New |
| Wetherby Asset Management Inc | 8,739 | $1.48M | 0.07% | −178−2.0% | Reduced |
| OV Management LLC | 8,742 | $1.48M | 0.69% | +739+9.2% | Added |
| Lafayette Investments, Inc. | 8,901 | $1.51M | 0.32% | −81−0.9% | Reduced |
| Generali Asset Management SPA SGR | 8,908 | $1.51M | 0.04% | +8,908 | New |
| Weaver C. Barksdale & Associates, Inc. | 8,974 | $1.52M | 1.45% | −223−2.4% | Reduced |
| Two Sigma Investments, LP | 8,990 | $1.52M | 0.00% | −5,210−36.7% | Reduced |
| Hartford Investment Management Co | 9,081 | $1.54M | 0.05% | −176−1.9% | Reduced |
| Acadian Asset Management LLC | 9,102 | $1.54M | 0.00% | +271+3.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,479 | $1.55M | 0.02% | +3,187+50.7% | Added |
| Bath Savings Trust Co | 9,299 | $1.57M | 0.16% | −2,205−19.2% | Reduced |
| Moors & Cabot, Inc. | 9,301 | $1.58M | 0.07% | +286+3.2% | Added |
| Concurrent Investment Advisors, LLC | 9,333 | $1.58M | 0.04% | −1,523−14.0% | Reduced |
| Smithfield Trust Co | 9,374 | $1.59M | 0.08% | −859−8.4% | Reduced |
| Campbell Newman Asset Management Inc | 9,570 | $1.62M | 0.13% | −58,789−86.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,597 | $1.63M | 0.17% | −70−0.7% | Reduced |
| Fortis Capital Advisors, LLC | 8,421 | $1.63M | 0.56% | +2,018+31.5% | Added |
| Kestra Private Wealth Services, LLC | 9,636 | $1.63M | 0.03% | −4,210−30.4% | Reduced |
| Toth Financial Advisory Corp | 9,683 | $1.64M | 0.19% | −2,038−17.4% | Reduced |
| Leavell Investment Management, Inc. | 9,744 | $1.65M | 0.08% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 9,748 | $1.65M | 0.03% | +411+4.4% | Added |
| Quantbot Technologies LP | 9,751 | $1.65M | 0.06% | −19,204−66.3% | Reduced |
| Lantz Financial LLC | 9,823 | $1.66M | 0.44% | −205−2.0% | Reduced |
| MOKAN Wealth Management Inc. | 9,863 | $1.67M | 1.06% | +9,863 | New |
| Westhampton Capital, LLC | 9,947 | $1.68M | 0.86% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 9,991 | $1.69M | 0.11% | +9,991 | New |
| Wescott Financial Advisory Group, LLC | 9,993 | $1.69M | 0.18% | −8−0.1% | Reduced |
| Kentucky Retirement Systems | 10,148 | $1.72M | 0.05% | −140−1.4% | Reduced |
| Eisler Capital Management Ltd. | 10,229 | $1.73M | 0.06% | +10,229 | New |
| Zurich Insurance Group Ltd | 10,200 | $1.73M | 0.01% | +10,200 | New |
| Jamison Private Wealth Management, Inc. | 10,212 | $1.73M | 0.26% | +1,487+17.0% | Added |
| Greenleaf Trust | 10,237 | $1.73M | 0.02% | −2,796−21.5% | Reduced |
| Wellington Wealth Strategies, LLC. | 10,788 | $1.73M | 1.59% | +10,788 | New |
| Tower Research Capital LLC (TRC) | 10,325 | $1.75M | 0.03% | +4,304+71.5% | Added |
| Cim, LLC | 10,339 | $1.75M | 0.25% | +92+0.9% | Added |
| Sowell Financial Services LLC | 10,378 | $1.76M | 0.09% | +10,378 | New |
| Physicians Financial Services, Inc. | 10,668 | $1.81M | 0.55% | +202+1.9% | Added |
| Griffin Asset Management, Inc. | 10,714 | $1.81M | 0.21% | −3,404−24.1% | Reduced |
| Wallace Capital Management Inc. | 10,770 | $1.82M | 0.25% | +95+0.9% | Added |
| Lederer & Associates Investment Counsel | 10,844 | $1.84M | 1.28% | +998+10.1% | Added |
| ICW Investment Advisors LLC | 10,844 | $1.84M | 0.77% | +50+0.5% | Added |
| Brookstone Capital Management | 10,912 | $1.85M | 0.03% | +805+8.0% | Added |
| Ami Investment Management Inc | 11,005 | $1.86M | 0.61% | +288+2.7% | Added |