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 28 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 |
|---|---|---|---|---|---|
| WMS Partners, LLC | 1,954 | $331.0K | 0.02% | −15−0.8% | Reduced |
| Pavion Blue Capital, LLC | 1,952 | $330.6K | 0.16% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,936 | $327.9K | 0.06% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 1,929 | $326.8K | 0.18% | +6+0.3% | Added |
| First National Bank & Trust Co of Newtown | 1,916 | $324.5K | 0.07% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,909 | $323.3K | 0.02% | +37+2.0% | Added |
| Grandfield & Dodd, LLC | 1,897 | $321.4K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,895 | $320.9K | 0.01% | −347−15.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,889 | $319.9K | 0.00% | −414−18.0% | Reduced |
| Broadway Wealth Solutions, Inc. | 1,887 | $319.6K | 0.24% | +1,887 | New |
| Spire Wealth Management | 1,884 | $319.0K | 0.01% | +656+53.4% | Added |
| Nicholas Hoffman & Company, LLC. | 1,883 | $318.9K | 0.01% | −182−8.8% | Reduced |
| Simmons Bank | 1,876 | $317.7K | 0.02% | −25−1.3% | Reduced |
| Hall Capital Management Co Inc | 1,875 | $317.5K | 0.15% | +1,875 | New |
| Principle Wealth Partners LLC | 1,869 | $316.5K | 0.02% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,037 | $316.4K | 0.11% | −76−3.6% | Reduced |
| Silverlake Wealth Management LLC | 1,864 | $315.7K | 0.12% | +1+0.1% | Added |
| Cary Street Partners Financial LLC | 1,853 | $313.8K | 0.01% | +1,853 | New |
| Sippican Capital Advisors | 1,850 | $313.3K | 0.23% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 1,849 | $313.0K | 0.30% | −161−8.0% | Reduced |
| Caldwell Trust Co | 1,848 | $313.0K | 0.03% | −200−9.8% | Reduced |
| Certior Financial Group, LLC | 1,846 | $312.6K | 0.28% | +1,846 | New |
| Level Four Advisory Services, LLC | 1,840 | $311.7K | 0.01% | −828−31.0% | Reduced |
| BTS Asset Management, Inc. | 1,833 | $310.4K | 0.31% | +763+71.3% | Added |
| Strategic Wealth Partners, Ltd. | 1,929 | $309.8K | 0.03% | −24,811−92.8% | Reduced |
| Lake Street Advisors Group, LLC | 1,828 | $309.6K | 0.01% | −161−8.1% | Reduced |
| Traphagen Investment Advisors LLC | 1,823 | $308.7K | 0.03% | +5+0.3% | Added |
| Courier Capital LLC | 1,821 | $308.4K | 0.02% | −180−9.0% | Reduced |
| New Century Financial Group, LLC | 1,814 | $306.6K | 0.13% | +8+0.4% | Added |
| Wellington Shields & Co., LLC | 1,800 | $304.8K | 0.09% | +100+5.9% | Added |
| Sanchez Wealth Management Group | 1,799 | $304.7K | 0.08% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,787 | $301.5K | 0.03% | −102−5.4% | Reduced |
| Callahan Advisors, LLC | 1,769 | $299.6K | 0.03% | +1,769 | New |
| Iowa State Bank | 1,767 | $299.2K | 0.06% | −97−5.2% | Reduced |
| Cannon Financial Strategists, Inc. | 1,760 | $298.1K | 0.05% | 00.0% | Unchanged |
| Investment Management Corp | 1,758 | $297.8K | 0.27% | +1,758 | New |
| National Asset Management, Inc. | 1,755 | $297.3K | 0.01% | −429−19.6% | Reduced |
| Encompass More Asset Management | 1,751 | $296.5K | 0.10% | 00.0% | Unchanged |
| 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 |
| Relyea Zuckerberg Hanson LLC | 1,745 | $295.5K | 0.04% | +496+39.7% | Added |
| Capstone Triton Financial Group, LLC | 1,744 | $295.5K | 0.18% | +179+11.4% | Added |
| Monterey Private Wealth, Inc. | 1,732 | $293.3K | 0.10% | −40−2.3% | Reduced |
| Hartford Financial Management Inc. | 1,730 | $293.0K | 0.06% | +3+0.2% | Added |
| Meridian Wealth Management, LLC | 1,730 | $293.0K | 0.01% | −12−0.7% | Reduced |
| Almanack Investment Partners, LLC. | 1,723 | $291.8K | 0.05% | +196+12.8% | Added |
| Townsend & Associates, Inc | 1,900 | $291.8K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,718 | $290.9K | 0.03% | +462+36.8% | Added |
| SignalPoint Asset Management, LLC | 1,716 | $290.7K | 0.07% | +30+1.8% | Added |
| Edge Capital Group, LLC | 1,709 | $289.4K | 0.01% | −297−14.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,707 | $289.1K | 0.02% | −200−10.5% | Reduced |
| SeaCrest Wealth Management, LLC | 1,703 | $288.5K | 0.03% | +298+21.2% | Added |
| PVG Asset Management Corp | 1,701 | $288.1K | 1.36% | +1,701 | New |
| Wesbanco Bank Inc | 1,700 | $287.9K | 0.01% | −850−33.3% | Reduced |
| Bellecapital International Ltd. | 1,695 | $287.0K | 0.05% | −627−27.0% | Reduced |
| Wimmer Associates 1, LLC | 1,690 | $286.2K | 0.14% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,806 | $285.8K | 0.05% | +309+20.6% | Added |
| Barr E S & Co | 1,686 | $285.5K | 0.02% | 00.0% | Unchanged |
| Tradewinds, LLC. | 1,800 | $285.4K | 0.08% | +1,800 | New |
| Bogart Wealth, LLC | 1,668 | $282.4K | 0.01% | +113+7.3% | Added |
| AdvisorNet Financial, Inc | 1,663 | $281.6K | 0.02% | −168−9.2% | Reduced |
| Eastern Bank | 1,660 | $281.1K | 0.01% | +160+10.7% | Added |
| Salvus Wealth Management, LLC | 1,656 | $280.4K | 0.18% | +1,656 | New |
| First National Advisers, LLC | 1,650 | $279.4K | 0.05% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,642 | $278.1K | 0.10% | −625−27.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,635 | $276.9K | 0.10% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,630 | $276.0K | 0.01% | +20+1.2% | Added |
| Csenge Advisory Group | 1,628 | $275.7K | 0.01% | +20+1.2% | Added |
| SL Advisors, LLC | 1,626 | $275.4K | 0.46% | −120−6.9% | Reduced |
| Howard Bailey Securities, LLC | 1,617 | $273.8K | 0.10% | −504−23.8% | Reduced |
| Stiles Financial Services Inc | 1,614 | $273.4K | 0.10% | +12+0.7% | Added |
| Advisors Management Group Inc | 1,600 | $271.0K | 0.06% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,594 | $269.9K | 0.07% | −100−5.9% | Reduced |
| PUREfi Wealth, LLC | 1,587 | $268.8K | 0.26% | +1,587 | New |
| Nwam LLC | 1,585 | $268.4K | 0.02% | −128−7.5% | Reduced |
| 4WEALTH Advisors, Inc. | 1,580 | $267.6K | 0.27% | +1,580 | New |
| Letson Investment Management, Inc. | 1,575 | $266.7K | 0.11% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,569 | $265.7K | 0.01% | −373−19.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,558 | $263.9K | 0.05% | +4+0.3% | Added |
| Ostrum Asset Management | 1,553 | $263.0K | 0.02% | −9,033−85.3% | Reduced |
| Trust Co of Virginia | 1,550 | $262.5K | 0.02% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 1,544 | $261.5K | 0.16% | +1,544 | New |
| Avantra Family Wealth, Inc. | 1,537 | $260.3K | 0.24% | +1,537 | New |
| Strategic Family Wealth Counselors, L.L.C. | 1,533 | $259.7K | 0.08% | +1+0.1% | Added |
| Optivise Advisory Services LLC | 1,530 | $259.1K | 0.14% | +366+31.4% | Added |
| Hilltop Holdings Inc. | 1,513 | $256.2K | 0.02% | −5,052−77.0% | Reduced |
| 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 |
| O'Brien Greene & Co. Inc | 1,508 | $255.4K | 0.08% | +8+0.5% | Added |
| Ci Investments Inc. | 1,508 | $255.0K | 0.00% | −4,346−74.2% | Reduced |
| Rossmore Private Capital | 1,501 | $254.2K | 0.03% | 00.0% | Unchanged |
| 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 |
| B.O.S.S. Retirement Advisors, LLC | 1,499 | $253.8K | 0.07% | +1,499 | New |
| Security Financial Services, INC. | 1,498 | $253.7K | 0.05% | +135+9.9% | Added |
| Global View Capital Management LLC | 1,500 | $253.2K | 0.09% | +1,500 | New |
| PFG Advisors | 1,487 | $251.9K | 0.02% | −4,323−74.4% | Reduced |
| Perigon Wealth Management, LLC | 1,632 | $251.4K | 0.01% | −170−9.4% | Reduced |
| Cigna Investments Inc | 1,481 | $251.0K | 0.04% | −27−1.8% | Reduced |
| Boston Private Wealth LLC | 1,480 | $250.6K | 0.00% | +1,480 | New |