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 |
|---|---|---|---|---|---|
| Mizuho Securities USA LLC | 14,002 | $2.37M | 0.04% | +4,426+46.2% | Added |
| Candriam Luxembourg S.C.A. | 13,997 | $2.37M | 0.01% | +2,194+18.6% | Added |
| HBW Advisory Services LLC | 13,977 | $2.37M | 0.35% | +188+1.4% | Added |
| DT Investment Partners, LLC | 13,951 | $2.36M | 0.20% | −6,734−32.6% | Reduced |
| Capstone Investment Advisors, LLC | 13,940 | $2.36M | 0.02% | +8,085+138.1% | Added |
| Summit Place Financial Advisors, LLC | 13,938 | $2.36M | 1.34% | −605−4.2% | Reduced |
| Thrive Capital Management, LLC | 13,878 | $2.35M | 1.08% | +5,118+58.4% | Added |
| Venture Visionary Partners LLC | 13,821 | $2.34M | 0.10% | −32,608−70.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 13,772 | $2.33M | 0.94% | −3,517−20.3% | Reduced |
| Chesley Taft & Associates LLC | 13,694 | $2.32M | 0.11% | −125−0.9% | Reduced |
| Empire Financial Management Company, LLC | 13,572 | $2.30M | 0.72% | −1,384−9.3% | Reduced |
| Tocqueville Asset Management L.P. | 13,531 | $2.29M | 0.04% | −11,400−45.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,235 | $2.24M | 0.02% | −2,818−17.6% | Reduced |
| Assetmark, Inc | 13,183 | $2.23M | 0.01% | +62+0.5% | Added |
| NorthCrest Asset Manangement, LLC | 13,103 | $2.22M | 0.07% | +177+1.4% | Added |
| Hennessy Advisors Inc | 13,100 | $2.22M | 0.07% | −800−5.8% | Reduced |
| IFP Advisors, Inc | 12,992 | $2.20M | 0.07% | +6,021+86.4% | Added |
| Toroso Investments, LLC | 12,959 | $2.19M | 0.02% | +4,599+55.0% | Added |
| Amiral Gestion | 12,933 | $2.19M | 1.38% | +12,933 | New |
| Steward Partners Investment Advisory, LLC | 12,928 | $2.19M | 0.02% | −1,824−12.4% | Reduced |
| Auxier Asset Management | 12,885 | $2.18M | 0.34% | +1,775+16.0% | Added |
| Federation des caisses Desjardins du Quebec | 12,854 | $2.18M | 0.01% | −23,365−64.5% | Reduced |
| Rafferty Asset Management, LLC | 12,825 | $2.17M | 0.01% | +1,426+12.5% | Added |
| Central Trust Co | 12,798 | $2.17M | 0.05% | −220−1.7% | Reduced |
| American Trust | 12,674 | $2.15M | 0.16% | −6,181−32.8% | Reduced |
| Oregon Public Employees Retirement Fund | 12,666 | $2.14M | 0.04% | −19−0.1% | Reduced |
| TD Waterhouse Canada Inc. | 12,591 | $2.13M | 0.02% | +1,912+17.9% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 12,500 | $2.12M | 0.48% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 12,473 | $2.11M | 0.83% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12,403 | $2.10M | 0.00% | +2,118+20.6% | Added |
| Siemens Fonds Invest GmbH | 12,371 | $2.09M | 0.22% | +1,098+9.7% | Added |
| Alps Advisors Inc | 12,299 | $2.08M | 0.01% | −34−0.3% | Reduced |
| Next Level Private LLC | 12,251 | $2.07M | 0.84% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 12,170 | $2.06M | 0.06% | +291+2.4% | Added |
| Belpointe Asset Management LLC | 10,663 | $2.06M | 0.12% | +2,215+26.2% | Added |
| Pacer Advisors, Inc. | 12,013 | $2.03M | 0.00% | −3,372−21.9% | Reduced |
| Portfolio Design Labs, LLC | 11,905 | $2.02M | 0.41% | +2,246+23.3% | Added |
| R.H. Dinel Investment Counsel, Inc. | 11,590 | $1.96M | 1.31% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 11,567 | $1.96M | 0.05% | +360+3.2% | Added |
| Robeco Institutional Asset Management B.V. | 11,516 | $1.95M | 0.00% | +190+1.7% | Added |
| Nomura Holdings Inc | 11,516 | $1.95M | 0.01% | +11,516 | New |
| Gulf International Bank (UK) Ltd | 11,518 | $1.95M | 0.05% | −125−1.1% | Reduced |
| Elevate Capital Advisors, LLC | 11,448 | $1.94M | 1.71% | +11,448 | New |
| Hazlett, Burt & Watson, Inc. | 11,354 | $1.92M | 0.85% | +39+0.3% | Added |
| Knollwood Investment Advisory, LLC | 11,268 | $1.91M | 0.20% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,215 | $1.90M | 0.01% | −698−5.9% | Reduced |
| Avantax Advisory Services, Inc. | 11,179 | $1.89M | 0.01% | −5,841−34.3% | Reduced |
| Keybank National Association | 11,100 | $1.88M | 0.01% | −615−5.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,011 | $1.86M | 0.02% | 00.0% | Unchanged |
| Ami Investment Management Inc | 11,005 | $1.86M | 0.61% | +288+2.7% | Added |
| Brookstone Capital Management | 10,912 | $1.85M | 0.03% | +805+8.0% | Added |
| ICW Investment Advisors LLC | 10,844 | $1.84M | 0.77% | +50+0.5% | Added |
| Lederer & Associates Investment Counsel | 10,844 | $1.84M | 1.28% | +998+10.1% | Added |
| Wallace Capital Management Inc. | 10,770 | $1.82M | 0.25% | +95+0.9% | Added |
| Griffin Asset Management, Inc. | 10,714 | $1.81M | 0.21% | −3,404−24.1% | Reduced |
| Physicians Financial Services, Inc. | 10,668 | $1.81M | 0.55% | +202+1.9% | Added |
| Sowell Financial Services LLC | 10,378 | $1.76M | 0.09% | +10,378 | New |
| Cim, LLC | 10,339 | $1.75M | 0.25% | +92+0.9% | Added |
| Tower Research Capital LLC (TRC) | 10,325 | $1.75M | 0.03% | +4,304+71.5% | Added |
| Wellington Wealth Strategies, LLC. | 10,788 | $1.73M | 1.59% | +10,788 | New |
| Greenleaf Trust | 10,237 | $1.73M | 0.02% | −2,796−21.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 10,212 | $1.73M | 0.26% | +1,487+17.0% | Added |
| Zurich Insurance Group Ltd | 10,200 | $1.73M | 0.01% | +10,200 | New |
| Eisler Capital Management Ltd. | 10,229 | $1.73M | 0.06% | +10,229 | New |
| Kentucky Retirement Systems | 10,148 | $1.72M | 0.05% | −140−1.4% | Reduced |
| Wescott Financial Advisory Group, LLC | 9,993 | $1.69M | 0.18% | −8−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,991 | $1.69M | 0.11% | +9,991 | New |
| Westhampton Capital, LLC | 9,947 | $1.68M | 0.86% | 00.0% | Unchanged |
| MOKAN Wealth Management Inc. | 9,863 | $1.67M | 1.06% | +9,863 | New |
| Lantz Financial LLC | 9,823 | $1.66M | 0.44% | −205−2.0% | Reduced |
| Quantbot Technologies LP | 9,751 | $1.65M | 0.06% | −19,204−66.3% | Reduced |
| Citizens Financial Group Inc | 9,748 | $1.65M | 0.03% | +411+4.4% | Added |
| Leavell Investment Management, Inc. | 9,744 | $1.65M | 0.08% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 9,683 | $1.64M | 0.19% | −2,038−17.4% | Reduced |
| Kestra Private Wealth Services, LLC | 9,636 | $1.63M | 0.03% | −4,210−30.4% | Reduced |
| Fortis Capital Advisors, LLC | 8,421 | $1.63M | 0.56% | +2,018+31.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,597 | $1.63M | 0.17% | −70−0.7% | Reduced |
| Campbell Newman Asset Management Inc | 9,570 | $1.62M | 0.13% | −58,789−86.0% | Reduced |
| Smithfield Trust Co | 9,374 | $1.59M | 0.08% | −859−8.4% | Reduced |
| Concurrent Investment Advisors, LLC | 9,333 | $1.58M | 0.04% | −1,523−14.0% | Reduced |
| Moors & Cabot, Inc. | 9,301 | $1.58M | 0.07% | +286+3.2% | Added |
| Bath Savings Trust Co | 9,299 | $1.57M | 0.16% | −2,205−19.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,479 | $1.55M | 0.02% | +3,187+50.7% | Added |
| Acadian Asset Management LLC | 9,102 | $1.54M | 0.00% | +271+3.1% | Added |
| Hartford Investment Management Co | 9,081 | $1.54M | 0.05% | −176−1.9% | Reduced |
| Two Sigma Investments, LP | 8,990 | $1.52M | 0.00% | −5,210−36.7% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 8,974 | $1.52M | 1.45% | −223−2.4% | Reduced |
| Generali Asset Management SPA SGR | 8,908 | $1.51M | 0.04% | +8,908 | New |
| Lafayette Investments, Inc. | 8,901 | $1.51M | 0.32% | −81−0.9% | Reduced |
| OV Management LLC | 8,742 | $1.48M | 0.69% | +739+9.2% | Added |
| Wetherby Asset Management Inc | 8,739 | $1.48M | 0.07% | −178−2.0% | Reduced |
| Teacher Retirement System of Texas | 8,711 | $1.48M | 0.01% | +8,711 | New |
| Prudential PLC | 8,683 | $1.47M | 0.01% | −5,621−39.3% | Reduced |
| Shelton Capital Management | 8,670 | $1.47M | 0.04% | 00.0% | Unchanged |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,628 | $1.46M | 1.09% | +10.0% | Added |
| LCNB Corp | 8,618 | $1.46M | 0.53% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,616 | $1.46M | 0.02% | −2,457−22.2% | Reduced |
| Ascent Group, LLC | 8,552 | $1.45M | 0.11% | +859+11.2% | Added |
| Thrivent Financial for Lutherans | 8,351 | $1.43M | 0.00% | −239−2.8% | Reduced |
| DoubleLine ETF Adviser LP | 8,424 | $1.43M | 0.38% | +206+2.5% | Added |