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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 832 | $140.9K | 0.00% | +832 | New |
| ESL Trust Services, LLC | 823 | $139.4K | 0.03% | +800+3,478.3% | Added |
| MV Capital Management, Inc. | 816 | $138.2K | 0.01% | −57−6.5% | Reduced |
| Skopos Labs, Inc. | 807 | $136.5K | 0.04% | −135−14.3% | Reduced |
| Hopwood Financial Services, Inc. | 800 | $135.5K | 0.10% | +800 | New |
| Federated Hermes, Inc. | 795 | $134.6K | 0.00% | −35,558−97.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 789 | $133.6K | 0.04% | +101+14.7% | Added |
| Creative Financial Designs Inc | 762 | $129.0K | 0.01% | −207−21.4% | Reduced |
| Golden State Wealth Management, LLC | 757 | $128.3K | 0.02% | +757 | New |
| Pacific Center for Financial Services | 746 | $126.3K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 732 | $124.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 722 | $122.3K | 0.01% | −21−2.8% | Reduced |
| Capital A Wealth Management, LLC | 713 | $120.7K | 0.20% | +713 | New |
| Brown Brothers Harriman & Co | 710 | $120.2K | 0.00% | +241+51.4% | Added |
| Elgethun Capital Management | 696 | $117.9K | 0.03% | +5+0.7% | Added |
| Slocum, Gordon & Co LLP | 693 | $117.4K | 0.10% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 689 | $116.7K | 0.07% | −5−0.7% | Reduced |
| Manchester Capital Management LLC | 685 | $116.0K | 0.01% | +28+4.3% | Added |
| Deseret Mutual Benefit Administrators | 660 | $111.8K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 651 | $110.2K | 0.00% | −417−39.0% | Reduced |
| Salem Investment Counselors Inc | 645 | $109.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 632 | $107.1K | 0.01% | +172+37.4% | Added |
| Sound Income Strategies, LLC | 620 | $105.0K | 0.01% | +96+18.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 600 | $102.0K | 0.04% | 00.0% | Unchanged |
| Blackhill Capital Inc | 600 | $101.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 583 | $98.7K | 0.01% | +31+5.6% | Added |
| Sentry Investment Management LLC | 561 | $95.0K | 0.05% | −91−14.0% | Reduced |
| EverSource Wealth Advisors, LLC | 560 | $94.8K | 0.01% | −1,728−75.5% | Reduced |
| Groupe la Francaise | 523 | $89.2K | 0.00% | +523 | New |
| Hollencrest Capital Management | 505 | $85.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 502 | $85.0K | 0.00% | +105+26.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 500 | $84.7K | 0.00% | −4,950−90.8% | Reduced |
| Adirondack Trust Co | 497 | $84.2K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 483 | $81.8K | 0.05% | −2,088−81.2% | Reduced |
| Flagship Wealth Advisors, LLC | 482 | $81.7K | 0.05% | +482 | New |
| Menard Financial Group LLC | 469 | $79.4K | 0.05% | +469 | New |
| Tortoise Investment Management, LLC | 454 | $76.9K | 0.01% | −71−13.5% | Reduced |
| Bellevue Asset Management, LLC | 451 | $76.4K | 0.04% | +1+0.2% | Added |
| New Millennium Group LLC | 448 | $75.9K | 0.04% | +3+0.7% | Added |
| Venturi Wealth Management, LLC | 435 | $73.7K | 0.00% | +358+464.9% | Added |
| SRS Capital Advisors, Inc. | 433 | $73.4K | 0.00% | +433 | New |
| Peoples Financial Services Corp. | 429 | $72.6K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 428 | $72.5K | 0.00% | −11−2.5% | Reduced |
| State of Wyoming | 420 | $71.1K | 0.01% | +206+96.3% | Added |
| Smartleaf Asset Management LLC | 421 | $71.0K | 0.01% | −163−27.9% | Reduced |
| Hexagon Capital Partners LLC | 417 | $70.7K | 0.01% | −57−12.0% | Reduced |
| Global Trust Asset Management, LLC | 400 | $67.7K | 0.03% | −700−63.6% | Reduced |
| Estabrook Capital Management | 400 | $67.7K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 400 | $67.7K | 0.04% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 400 | $67.7K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 392 | $66.0K | 0.00% | +374+2,077.8% | Added |
| Raleigh Capital Management Inc. | 379 | $64.2K | 0.02% | −21−5.3% | Reduced |
| Evolution Advisers, Inc. | 381 | $64.0K | 0.03% | +1+0.3% | Added |
| WPG Advisers, LLC | 371 | $62.8K | 0.06% | +371 | New |
| High Note Wealth, LLC | 366 | $62.0K | 0.02% | +366 | New |
| VSM Wealth Advisory, LLC | 330 | $55.9K | 0.02% | +330 | New |
| United Community Bank | 330 | $55.9K | 0.02% | +330 | New |
| BOK Financial Private Wealth, Inc. | 330 | $55.8K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 319 | $54.0K | 0.05% | +319 | New |
| Gleason Group, Inc. | 319 | $54.0K | 0.01% | +3+0.9% | Added |
| Bernard Wealth Management Corp. | 315 | $53.4K | 0.03% | +315 | New |
| Cranbrook Wealth Management, LLC | 314 | $53.2K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 310 | $52.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 310 | $52.5K | 0.02% | +210+210.0% | Added |
| Atlantic Trust, LLC | 302 | $51.1K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 300 | $50.8K | 0.01% | −78−20.6% | Reduced |
| Princeton Global Asset Management LLC | 300 | $50.8K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 300 | $50.8K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $50.8K | 0.03% | +50+20.0% | Added |
| Salomon & Ludwin, LLC | 296 | $50.1K | 0.01% | −37−11.1% | Reduced |
| Lindbrook Capital, LLC | 288 | $48.8K | 0.00% | −224−43.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 286 | $48.4K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 275 | $46.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 268 | $45.4K | 0.00% | −26−8.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 266 | $45.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 262 | $44.4K | 0.00% | +100+61.7% | Added |
| North Star Investment Management Corp. | 256 | $43.3K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 250 | $42.3K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 249 | $42.2K | 0.01% | −88−26.1% | Reduced |
| AlphaMark Advisors, LLC | 250 | $42.0K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 247 | $41.8K | 0.02% | −24−8.9% | Reduced |
| Armstrong Advisory Group, Inc | 240 | $40.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 238 | $40.0K | 0.03% | +71+42.5% | Added |
| Sugarloaf Wealth Management, LLC | 229 | $38.8K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 225 | $38.1K | 0.02% | −744−76.8% | Reduced |
| Cromwell Holdings LLC | 225 | $38.1K | 0.02% | −121−35.0% | Reduced |
| CNB Bank | 225 | $38.1K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 216 | $36.6K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 218 | $36.0K | 0.01% | +218 | New |
| Frazier Financial Advisors, LLC | 206 | $34.7K | 0.03% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 204 | $34.6K | 0.08% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 202 | $34.2K | 0.00% | +202 | New |
| Bell Investment Advisors, Inc | 201 | $34.0K | 0.01% | −7−3.4% | Reduced |
| Transcendent Capital Group LLC | 200 | $33.9K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 196 | $33.2K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 188 | $31.9K | 0.00% | +50+36.2% | Added |
| Washington Trust Co | 183 | $31.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 175 | $29.6K | 0.00% | −307−63.7% | Reduced |
| Pinnacle Bancorp, Inc. | 175 | $29.6K | 0.01% | +50+40.0% | Added |
| Grove Bank & Trust | 174 | $29.5K | 0.00% | +124+248.0% | Added |