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 29 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 |
|---|---|---|---|---|---|
| Chapin Davis, Inc. | 1,304 | $250.1K | 0.08% | 00.0% | Unchanged |
| Berkshire Bank | 1,476 | $250.0K | 0.06% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,475 | $249.8K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,469 | $248.7K | 0.05% | −2,442−62.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 1,459 | $247.1K | 0.09% | −1,807−55.3% | Reduced |
| Synovus Financial Corp | 1,458 | $247.1K | 0.00% | +14+1.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,458 | $246.9K | 0.01% | +1,458 | New |
| Frederick Financial Consultants, LLC | 1,453 | $246.0K | 0.20% | +1,453 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 1,450 | $245.6K | 0.26% | −33−2.2% | Reduced |
| Court Place Advisors, LLC | 1,443 | $244.4K | 0.08% | +1,443 | New |
| Ameritas Investment Partners, Inc. | 1,440 | $243.9K | 0.01% | −113−7.3% | Reduced |
| WealthTrust Axiom LLC | 1,440 | $243.9K | 0.07% | +30+2.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,436 | $243.2K | 0.13% | +207+16.8% | Added |
| Wealthcare Capital Partners, LLC | 1,430 | $242.1K | 0.13% | +1,430 | New |
| Stanley-Laman Group, Ltd. | 1,426 | $241.5K | 0.03% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,411 | $239.0K | 0.06% | +100+7.6% | Added |
| Foundations Investment Advisors, LLC | 1,406 | $238.1K | 0.00% | +39+2.9% | Added |
| Wealth Alliance Advisory Group, LLC | 1,405 | $237.9K | 0.05% | −72−4.9% | Reduced |
| ISAM Funds (UK) Ltd | 1,405 | $237.9K | 0.18% | +1,405 | New |
| Legacy Advisors, LLC | 1,402 | $237.4K | 0.02% | −573−29.0% | Reduced |
| International Private Wealth Advisors LLC | 1,396 | $236.4K | 0.24% | +38+2.8% | Added |
| Parvin Asset Management, LLC | 1,395 | $236.2K | 0.25% | +1,395 | New |
| Oppenheimer Asset Management Inc. | 1,394 | $236.1K | 0.00% | −9,958−87.7% | Reduced |
| Cassia Capital Partners, LLC | 1,394 | $236.1K | 0.15% | −1,605−53.5% | Reduced |
| Fisher Asset Management, LLC | 1,393 | $236.0K | 0.00% | +1,393 | New |
| Sachetta, LLC | 1,382 | $234.0K | 0.09% | −35−2.5% | Reduced |
| King Luther Capital Management Corp | 1,372 | $232.3K | 0.00% | −77−5.3% | Reduced |
| Vaughan David Investments LLC | 1,370 | $232.0K | 0.01% | −24−1.7% | Reduced |
| MTM Investment Management, LLC | 1,367 | $231.6K | 0.09% | +9+0.7% | Added |
| Connors Investor Services Inc | 1,360 | $230.3K | 0.02% | −8,810−86.6% | Reduced |
| Abundance Wealth Counselors | 1,360 | $230.0K | 0.05% | −148−9.8% | Reduced |
| Occidental Asset Management, LLC | 1,354 | $229.3K | 0.04% | −150−10.0% | Reduced |
| Chicago Trust Co NA | 1,349 | $228.5K | 0.04% | −655−32.7% | Reduced |
| Wealth Alliance | 1,343 | $227.5K | 0.03% | −1,732−56.3% | Reduced |
| Kornitzer Capital Management Inc | 1,336 | $226.3K | 0.00% | +1,336 | New |
| McKinley Carter Wealth Services, Inc. | 1,335 | $226.1K | 0.01% | −261−16.4% | Reduced |
| Equitable Trust Co | 1,335 | $226.1K | 0.01% | −148−10.0% | Reduced |
| Fulton Bank, N.A. | 1,330 | $225.2K | 0.01% | −230−14.7% | Reduced |
| Claris Financial LLC | 1,329 | $225.1K | 0.15% | +1,329 | New |
| Radnor Capital Management, LLC | 1,327 | $225.0K | 0.04% | −200−13.1% | Reduced |
| YHB Investment Advisors, Inc. | 1,320 | $223.5K | 0.02% | 00.0% | Unchanged |
| Compass Capital Corp | 1,457 | $222.5K | 0.09% | +1,457 | New |
| BCGM Wealth Management, LLC | 1,313 | $222.3K | 0.07% | +10+0.8% | Added |
| Colonial River Wealth Management, LLC | 1,308 | $221.4K | 0.11% | −50−3.7% | Reduced |
| Northcape Wealth Management, LLC | 1,307 | $221.4K | 0.07% | +1,307 | New |
| Rialto Wealth Management, LLC | 1,305 | $221.0K | 0.07% | +1,305 | New |
| Family Wealth Group, LLC | 1,305 | $221.0K | 0.17% | −485−27.1% | Reduced |
| Pensionmark Financial Group, LLC | 1,304 | $220.9K | 0.01% | +1,304 | New |
| Vertex Planning Partners, LLC | 1,303 | $220.7K | 0.05% | +53+4.2% | Added |
| Connecticut Wealth Management, LLC | 1,303 | $220.7K | 0.01% | −54−4.0% | Reduced |
| Weiss Asset Management LP | 1,300 | $220.2K | 0.01% | +1,300 | New |
| Ashton Thomas Private Wealth, LLC | 1,297 | $219.6K | 0.01% | −963−42.6% | Reduced |
| Beaumont Financial Advisors, LLC | 1,294 | $219.2K | 0.02% | −20−1.5% | Reduced |
| Patriot Investment Management Inc. | 1,293 | $219.0K | 0.02% | −135−9.5% | Reduced |
| Wellington Management Group LLP | 1,271 | $215.2K | 0.00% | −3,722−74.5% | Reduced |
| Waterloo Capital, L.P. | 1,268 | $214.8K | 0.02% | +28+2.3% | Added |
| Pitcairn Co | 1,261 | $213.6K | 0.01% | +13+1.0% | Added |
| Quadrant Capital Group LLC | 1,259 | $213.2K | 0.01% | −82−6.1% | Reduced |
| Vista Investment Partners LLC | 1,252 | $212.0K | 0.07% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,244 | $211.0K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,244 | $210.7K | 0.01% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,240 | $210.0K | 0.05% | −85−6.4% | Reduced |
| Oxford Asset Management LLP | 1,233 | $208.8K | 0.09% | −1,443−53.9% | Reduced |
| Gill Capital Partners, LLC | 1,232 | $208.7K | 0.07% | +9+0.7% | Added |
| Savvy Advisors, Inc. | 1,230 | $208.3K | 0.03% | −137−10.0% | Reduced |
| Rossby Financial, LCC | 1,227 | $207.8K | 0.13% | +1,227 | New |
| RFG - Bristol Wealth Advisors, LLC | 1,226 | $207.6K | 0.07% | +1,226 | New |
| Headinvest, LLC | 1,225 | $207.5K | 0.04% | −200−14.0% | Reduced |
| BSW Wealth Partners | 1,214 | $205.6K | 0.03% | −594−32.9% | Reduced |
| Ignite Planners, LLC | 1,215 | $205.4K | 0.05% | −4−0.3% | Reduced |
| Commonwealth Financial Services, LLC | 1,209 | $204.7K | 0.04% | +64+5.6% | Added |
| Massmutual Trust Co FSB | 1,201 | $203.4K | 0.01% | −38−3.1% | Reduced |
| Aviance Capital Partners, LLC | 1,200 | $203.2K | 0.03% | −50−4.0% | Reduced |
| Syon Capital LLC | 1,196 | $202.6K | 0.02% | −919−43.5% | Reduced |
| Spears Abacus Advisors LLC | 1,194 | $202.2K | 0.00% | −1,965−62.2% | Reduced |
| Sky Investment Group LLC | 1,190 | $201.5K | 0.04% | +100+9.2% | Added |
| Smith Anglin Financial, LLC | 1,185 | $200.7K | 0.02% | +9+0.8% | Added |
| MEMBERS Trust Co | 1,182 | $200.2K | 0.01% | +10+0.9% | Added |
| Diversified Trust Co | 1,181 | $200.0K | 0.00% | +1,181 | New |
| Anchor Investment Management, LLC | 1,156 | $195.8K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,141 | $193.3K | 0.13% | +1,141 | New |
| Foster Dykema Cabot & Partners, LLC | 1,129 | $191.2K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 1,066 | $180.5K | 0.05% | −1,399−56.8% | Reduced |
| Raiffeisen Bank International AG | 1,048 | $176.8K | 0.00% | +1,048 | New |
| Clean Yield Group | 1,000 | $169.3K | 0.05% | −6−0.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 987 | $167.1K | 0.16% | +987 | New |
| Transamerica Financial Advisors, Inc. | 965 | $164.0K | 0.02% | +6+0.6% | Added |
| Pathway Financial Advisers, LLC | 937 | $158.6K | 0.05% | −98−9.5% | Reduced |
| Lowe Wealth Advisors, LLC | 935 | $158.4K | 0.07% | +1+0.1% | Added |
| Hanson & Doremus Investment Management | 918 | $156.0K | 0.02% | +1+0.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 900 | $152.4K | 0.01% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 899 | $152.2K | 0.08% | −545−37.7% | Reduced |
| Hills Bank & Trust Co | 891 | $150.9K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 888 | $150.4K | 0.01% | +51+6.1% | Added |
| Hantz Financial Services, Inc. | 881 | $149.0K | 0.00% | +4+0.5% | Added |
| Bruce G. Allen Investments, LLC | 872 | $147.7K | 0.12% | −68−7.2% | Reduced |
| Centaurus Financial, Inc. | 864 | $146.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 844 | $142.9K | 0.02% | −5−0.6% | Reduced |
| Bayforest Capital Ltd | 842 | $142.6K | 0.18% | +842 | New |
| JNBA Financial Advisors | 832 | $140.9K | 0.01% | 00.0% | Unchanged |