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 |
|---|---|---|---|---|---|
| Pensionfund Sabic | 8,400 | $1.42M | 0.38% | +3,000+55.6% | Added |
| Settian Capital LP | 8,400 | $1.42M | 1.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8,292 | $1.40M | 0.06% | +1,045+14.4% | Added |
| Hutner Capital Management Inc | 8,291 | $1.40M | 0.68% | −34−0.4% | Reduced |
| Castle Rock Wealth Management, LLC | 8,860 | $1.40M | 0.33% | −57−0.6% | Reduced |
| Commerce Bank | 8,235 | $1.39M | 0.01% | −1,201−12.7% | Reduced |
| QRG Capital Management, Inc. | 8,196 | $1.39M | 0.01% | +467+6.0% | Added |
| Cornerstone Advisors, LLC | 8,100 | $1.37M | 0.05% | 00.0% | Unchanged |
| 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 |
| Allegheny Financial Group LTD | 7,999 | $1.35M | 0.35% | +1,121+16.3% | Added |
| Plato Investment Management Ltd | 7,881 | $1.34M | 0.10% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 7,900 | $1.34M | 0.03% | −400−4.8% | Reduced |
| Securian Asset Management, Inc | 7,896 | $1.34M | 0.04% | −209−2.6% | Reduced |
| Modera Wealth Management, LLC | 7,854 | $1.33M | 0.02% | −291−3.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,842 | $1.33M | 0.52% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 7,808 | $1.32M | 0.02% | +5,972+325.3% | Added |
| Maryland State Retirement & Pension System | 7,776 | $1.32M | 0.03% | −653−7.7% | Reduced |
| Harvest Investment Advisors, LLC | 7,772 | $1.32M | 0.91% | +215+2.8% | Added |
| Herold Advisors, Inc. | 7,711 | $1.31M | 0.28% | +232+3.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,634 | $1.29M | 0.06% | +896+13.3% | Added |
| Savant Capital, LLC | 7,582 | $1.28M | 0.01% | −1,800−19.2% | Reduced |
| Promethium Advisors,llc | 7,518 | $1.27M | 0.87% | −25−0.3% | Reduced |
| Evexia Wealth LLC | 8,179 | $1.27M | 0.43% | −1,151−12.3% | Reduced |
| Pacific Point Advisors, LLC | 8,701 | $1.26M | 0.77% | +8,701 | New |
| CCM Investment Group, LLC | 7,441 | $1.26M | 0.14% | +7,441 | New |
| Ethic Inc. | 7,397 | $1.25M | 0.03% | +313+4.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 7,357 | $1.25M | 0.32% | +718+10.8% | Added |
| Ferguson Wellman Capital Management, Inc | 7,355 | $1.25M | 0.02% | +5+0.1% | Added |
| Arnhold LLC | 7,279 | $1.23M | 0.12% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,265 | $1.23M | 0.03% | −2,331−24.3% | Reduced |
| Huntington National Bank | 7,252 | $1.23M | 0.01% | −909−11.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,202 | $1.22M | 0.01% | −48−0.7% | Reduced |
| Wealthquest Corp | 7,201 | $1.22M | 0.10% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 7,200 | $1.22M | 0.13% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 7,202 | $1.22M | 0.01% | −3,532−32.9% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 7,182 | $1.22M | 0.98% | +104+1.5% | Added |
| Stock Yards Bank & Trust Co | 7,150 | $1.21M | 0.04% | −1,099−13.3% | Reduced |
| Geneos Wealth Management Inc. | 7,127 | $1.21M | 0.04% | −13,473−65.4% | Reduced |
| Tiaa Trust, National Association | 7,119 | $1.21M | 0.00% | −329−4.4% | Reduced |
| Miracle Mile Advisors, LLC | 7,083 | $1.20M | 0.02% | +7,083 | New |
| New Mexico Educational Retirement Board | 7,078 | $1.20M | 0.04% | −100−1.4% | Reduced |
| CWM, LLC | 7,053 | $1.19M | 0.00% | −987−12.3% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 7,031 | $1.19M | 0.17% | +7,031 | New |
| Commonwealth Retirement Investments LLC | 7,023 | $1.19M | 0.49% | −702−9.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,902 | $1.17M | 0.01% | −68−1.0% | Reduced |
| Woodstock Corp | 6,896 | $1.17M | 0.11% | +1,780+34.8% | Added |
| Crossmark Global Holdings, Inc. | 6,890 | $1.17M | 0.02% | −2,066−23.1% | Reduced |
| SlateStone Wealth, LLC | 6,881 | $1.17M | 0.11% | +701+11.3% | Added |
| RKL Wealth Management LLC | 6,877 | $1.16M | 0.10% | −317−4.4% | Reduced |
| Haverford Trust Co | 6,855 | $1.16M | 0.01% | −184−2.6% | Reduced |
| Allianz SE | 6,872 | $1.16M | 0.03% | 00.0% | Unchanged |
| Burns J W & Co Inc | 6,825 | $1.16M | 0.15% | −530−7.2% | Reduced |
| Flagship Harbor Advisors, LLC | 6,810 | $1.15M | 0.06% | +2,482+57.3% | Added |
| William Allan, LLC | 6,808 | $1.15M | 0.71% | −542−7.4% | Reduced |
| London Co of Virginia | 6,808 | $1.15M | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 6,802 | $1.15M | 0.01% | −1,087−13.8% | Reduced |
| Prosperity Consulting Group, LLC | 6,771 | $1.15M | 0.09% | −2,998−30.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,774 | $1.14M | 0.00% | −10,835−61.5% | Reduced |
| Lido Advisors, LLC | 6,665 | $1.13M | 0.01% | +4,661+232.6% | Added |
| NewEdge Wealth, LLC | 6,655 | $1.13M | 0.02% | −1,794−21.2% | Reduced |
| Clearstead Advisors, LLC | 6,647 | $1.13M | 0.02% | +1,190+21.8% | Added |
| Gouws Capital LLC | 6,600 | $1.12M | 0.77% | 00.0% | Unchanged |
| Howland Capital Management LLC | 6,596 | $1.12M | 0.05% | −1,927−22.6% | Reduced |
| RiverFront Investment Group, LLC | 6,577 | $1.11M | 0.03% | +5,027+324.3% | Added |
| Lipe & Dalton | 6,567 | $1.11M | 0.59% | +20.0% | Added |
| RB Capital Management, LLC | 6,514 | $1.10M | 0.26% | +49+0.8% | Added |
| Flputnam Investment Management Co | 6,508 | $1.10M | 0.02% | +383+6.3% | Added |
| Change Path, LLC | 6,501 | $1.10M | 0.03% | −1,809−21.8% | Reduced |
| Financial Counselors Inc | 6,451 | $1.09M | 0.02% | −73−1.1% | Reduced |
| Ossiam | 6,444 | $1.09M | 0.02% | −9,146−58.7% | Reduced |
| Norinchukin Bank, The | 6,376 | $1.08M | 0.02% | +440+7.4% | Added |
| Tempus Wealth Planning, LLC | 6,368 | $1.08M | 0.33% | +249+4.1% | Added |
| Allworth Financial LP | 7,122 | $1.08M | 0.01% | +4,022+129.7% | Added |
| Roundview Capital LLC | 6,324 | $1.07M | 0.07% | −2,480−28.2% | Reduced |
| Park Avenue Securities LLC | 6,293 | $1.07M | 0.01% | +647+11.5% | Added |
| WSFS Capital Management, LLC | 6,285 | $1.06M | 0.06% | −758−10.8% | Reduced |
| Intellectus Partners, LLC | 6,269 | $1.06M | 0.23% | +394+6.7% | Added |
| IFG Advisory, LLC | 6,261 | $1.06M | 0.06% | +6,261 | New |
| GWM Advisors LLC | 6,242 | $1.06M | 0.01% | +331+5.6% | Added |
| Omers Administration Corp | 6,236 | $1.06M | 0.01% | +1,039+20.0% | Added |
| Crew Capital Management, Ltd. | 6,226 | $1.05M | 0.87% | +979+18.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,196 | $1.05M | 0.01% | +523+9.2% | Added |
| Wedbush Securities Inc | 6,149 | $1.04M | 0.04% | −3,532−36.5% | Reduced |
| DJE Kapital AG | 6,100 | $1.04M | 0.02% | +6,100 | New |
| Jacobi Capital Management LLC | 6,104 | $1.03M | 0.08% | +1,311+27.4% | Added |
| NEOS Investment Management LLC | 6,073 | $1.03M | 0.02% | +1,238+25.6% | Added |
| GTS Securities LLC | 6,053 | $1.03M | 0.05% | −28,868−82.7% | Reduced |
| Massachusetts Wealth Management | 6,007 | $1.02M | 0.63% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6,007 | $1.02M | 0.02% | +520+9.5% | Added |
| Neuberger Berman Group LLC | 5,972 | $1.01M | 0.00% | −10,671−64.1% | Reduced |
| Wealthspire Advisors, LLC | 5,949 | $1.01M | 0.01% | +516+9.5% | Added |
| Mount Yale Investment Advisors, LLC | 5,920 | $1.00M | 0.08% | −8,327−58.4% | Reduced |
| Novem Group | 5,889 | $997.4K | 0.15% | +5,889 | New |
| Smith, Moore & Co. | 5,856 | $991.7K | 0.09% | −528−8.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,833 | $987.9K | 0.06% | +136+2.4% | Added |
| Pollock Investment Advisors, LLC | 5,750 | $973.8K | 0.79% | +5,750 | New |
| Waterfront Wealth Inc. | 5,744 | $972.8K | 0.24% | +82+1.4% | Added |
| Philadelphia Trust Co | 5,709 | $967.0K | 0.07% | −266−4.5% | Reduced |
| Farther Finance Advisors, LLC | 5,648 | $956.4K | 0.03% | −721−11.3% | Reduced |