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 |
|---|---|---|---|---|---|
| SNS Financial Group, LLC | 5,622 | $952.2K | 0.10% | −660−10.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $948.4K | 0.00% | 00.0% | Unchanged |
| Banco Santander, S.A. | 5,583 | $945.5K | 0.01% | −6,231−52.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,546 | $939.2K | 0.04% | +70+1.3% | Added |
| Buckingham Strategic Partners | 5,529 | $936.4K | 0.02% | −1,331−19.4% | Reduced |
| Marathon Trading Investment Management LLC | 5,500 | $931.4K | 0.15% | +5,500 | New |
| Moloney Securities Asset Management, LLC | 5,492 | $930.1K | 0.12% | +1,952+55.1% | Added |
| GAMMA Investing LLC | 5,489 | $929.6K | 0.08% | +1,435+35.4% | Added |
| Benin Management CORP | 5,454 | $923.6K | 0.25% | −2,225−29.0% | Reduced |
| Private Trust Co NA | 5,438 | $920.9K | 0.09% | +81+1.5% | Added |
| Van Cleef Asset Management,Inc | 5,398 | $914.2K | 0.10% | +25+0.5% | Added |
| Busey Wealth Management | 5,387 | $912.3K | 0.03% | −13−0.2% | Reduced |
| Fort Washington Investment Advisors Inc | 5,379 | $910.9K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,328 | $902.3K | 0.01% | +1,370+34.6% | Added |
| Whittier Trust Co of Nevada Inc | 5,327 | $902.1K | 0.02% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 5,299 | $897.0K | 0.14% | −300−5.4% | Reduced |
| IHT Wealth Management, LLC | 5,235 | $886.6K | 0.03% | −5,905−53.0% | Reduced |
| Harbour Investments, Inc. | 5,209 | $882.2K | 0.03% | −476−8.4% | Reduced |
| Atlantic Union Bankshares Corp | 5,205 | $881.5K | 0.05% | −352−6.3% | Reduced |
| Wendell David Associates Inc | 5,195 | $880.0K | 0.09% | −961−15.6% | Reduced |
| Marshall Financial Group LLC | 5,177 | $876.7K | 0.21% | +261+5.3% | Added |
| Winnow Wealth LLC | 5,394 | $875.8K | 0.87% | +5,394 | New |
| Intelligent Financial Strategies | 5,157 | $873.4K | 0.48% | −190−3.6% | Reduced |
| Apollon Wealth Management, LLC | 5,136 | $869.8K | 0.02% | −4,041−44.0% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $863.7K | 0.02% | 00.0% | Unchanged |
| Andra AP-fonden | 5,100 | $863.7K | 0.01% | +5,100 | New |
| Empirical Finance, LLC | 5,054 | $855.9K | 0.05% | −49−1.0% | Reduced |
| Chilton Capital Management LLC | 5,045 | $854.4K | 0.04% | −108−2.1% | Reduced |
| Oxler Private Wealth LLC | 5,037 | $853.1K | 0.28% | −293−5.5% | Reduced |
| Aureus Asset Management, LLC | 5,000 | $846.8K | 0.05% | −50−1.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,000 | $846.8K | 0.11% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,963 | $840.5K | 0.01% | −1,924−27.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 4,950 | $838.3K | 0.20% | −125−2.5% | Reduced |
| Meyer Handelman Co | 4,800 | $812.9K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,798 | $812.5K | 0.02% | +29+0.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 4,782 | $809.8K | 0.17% | +2,223+86.9% | Added |
| Peak Retirement Planning, Inc. | 4,770 | $807.1K | 0.55% | +4,770 | New |
| Lazard Asset Management LLC | 4,762 | $805.0K | 0.00% | −4,936−50.9% | Reduced |
| Stegent Equity Advisors, Inc. | 4,743 | $803.3K | 0.82% | −319−6.3% | Reduced |
| Glenview Trust Co | 4,739 | $802.5K | 0.02% | +161+3.5% | Added |
| Welch & Forbes LLC | 4,698 | $795.6K | 0.01% | −26−0.6% | Reduced |
| Arete Wealth Advisors, LLC | 4,703 | $795.0K | 0.06% | +1,115+31.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,691 | $794.4K | 0.02% | +10+0.2% | Added |
| Aaron Wealth Advisors | 4,681 | $792.7K | 0.09% | +505+12.1% | Added |
| Eqis Capital Management, Inc. | 4,661 | $789.4K | 0.07% | +386+9.0% | Added |
| Sylvest Advisors, LLC | 4,652 | $787.8K | 0.48% | +4,652 | New |
| Pinnacle Financial Partners Inc | 4,451 | $787.6K | 0.02% | +47+1.1% | Added |
| Impact Partnership Wealth, LLC | 4,604 | $779.7K | 0.16% | +4,604 | New |
| NBT Bank N A | 4,599 | $778.8K | 0.05% | −407−8.1% | Reduced |
| SG Americas Securities, LLC | 4,579 | $775.0K | 0.00% | −126,167−96.5% | Reduced |
| BKD Wealth Advisors, LLC | 4,573 | $774.4K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,568 | $773.5K | 0.01% | +438+10.6% | Added |
| Guardian Asset Advisors, LLC | 4,526 | $766.3K | 0.49% | −4,382−49.2% | Reduced |
| Univest Financial Corp | 4,500 | $762.1K | 0.05% | +68+1.5% | Added |
| Board of the Pension Protection Fund | 4,500 | $762.1K | 0.88% | +4,500 | New |
| Allstate Corp | 4,471 | $757.2K | 0.02% | +4,471 | New |
| Advisors Capital Management, LLC | 4,444 | $752.7K | 0.01% | −1,111−20.0% | Reduced |
| Clearbridge Investments, LLC | 4,440 | $751.9K | 0.00% | −1,000−18.4% | Reduced |
| Jefferies Financial Group Inc. | 4,430 | $750.2K | 0.01% | −22,074−83.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,412 | $747.2K | 0.04% | +49+1.1% | Added |
| Select Asset Management & Trust | 4,403 | $746.0K | 0.29% | +3,153+252.2% | Added |
| Woodmont Investment Counsel LLC | 4,375 | $740.9K | 0.05% | −481−9.9% | Reduced |
| Key Financial Inc | 4,362 | $738.7K | 0.17% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,360 | $738.3K | 0.02% | +4,360 | New |
| KFG Wealth Management, LLC | 4,357 | $737.8K | 0.14% | +765+21.3% | Added |
| Verdence Capital Advisors LLC | 4,327 | $732.8K | 0.06% | +11+0.3% | Added |
| Summit Global Investments | 4,313 | $730.0K | 0.05% | −34−0.8% | Reduced |
| Helios Capital Management Pte. Ltd | 4,300 | $728.2K | 0.43% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 4,296 | $727.5K | 0.32% | +115+2.8% | Added |
| AE Wealth Management LLC | 4,282 | $725.3K | 0.01% | +321+8.1% | Added |
| Koshinski Asset Management, Inc. | 4,272 | $723.5K | 0.06% | +257+6.4% | Added |
| Portside Wealth Group, LLC | 4,262 | $721.8K | 0.12% | +466+12.3% | Added |
| Gabelli Funds LLC | 4,250 | $719.7K | 0.01% | +250+6.3% | Added |
| Money Concepts Capital Corp | 4,245 | $718.9K | 0.05% | +316+8.0% | Added |
| Trivant Custom Portfolio Group, LLC | 4,223 | $715.2K | 0.42% | −1,651−28.1% | Reduced |
| Wealth Group, Ltd. | 4,224 | $715.0K | 0.46% | +93+2.3% | Added |
| Bartlett & Co. Wealth Management LLC | 4,206 | $712.3K | 0.01% | +37+0.9% | Added |
| Precedent Wealth Partners, LLC | 4,183 | $708.3K | 0.23% | +105+2.6% | Added |
| Tokio Marine Asset Management Co Ltd | 4,157 | $704.0K | 0.03% | −73−1.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,150 | $702.8K | 0.33% | +517+14.2% | Added |
| Applied Finance Capital Management, LLC | 4,142 | $701.4K | 0.03% | −13−0.3% | Reduced |
| Florida Financial Advisors, LLC | 4,129 | $699.3K | 0.31% | +775+23.1% | Added |
| River Wealth Advisors LLC | 4,114 | $696.7K | 0.09% | −297−6.7% | Reduced |
| Retirement Guys Formula LLC | 4,070 | $689.3K | 0.35% | +338+9.1% | Added |
| Arthur M. Cohen & Associates, LLC | 4,052 | $686.2K | 0.12% | −2,240−35.6% | Reduced |
| Stonebridge Financial Group, LLC | 4,042 | $684.6K | 0.08% | +4,042 | New |
| Sound View Wealth Advisors Group, LLC | 4,039 | $684.0K | 0.06% | +177+4.6% | Added |
| Grandview Asset Management LLC | 4,007 | $679.0K | 0.25% | +4,007 | New |
| Intrust Bank NA | 4,009 | $678.9K | 0.07% | −148−3.6% | Reduced |
| Marquette Asset Management, LLC | 4,000 | $677.4K | 0.11% | 00.0% | Unchanged |
| Gifford Fong Associates | 4,000 | $677.0K | 0.17% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,994 | $676.4K | 0.01% | +95+2.4% | Added |
| Lowe Brockenbrough & Co Inc | 3,987 | $675.2K | 0.04% | +85+2.2% | Added |
| Formidable Asset Management, LLC | 3,974 | $673.1K | 0.11% | −376−8.6% | Reduced |
| Ethos Financial Group, LLC | 3,962 | $671.0K | 0.09% | +1,483+59.8% | Added |
| Independent Wealth Network Inc. | 3,951 | $669.1K | 0.27% | −347−8.1% | Reduced |
| Avidian Wealth Solutions, LLC | 3,944 | $667.9K | 0.03% | −22−0.6% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,931 | $665.7K | 0.32% | +8+0.2% | Added |
| Commerzbank Aktiengesellschaft | 3,939 | $665.0K | 0.02% | +1,051+36.4% | Added |
| Napatree Capital LLC | 3,926 | $664.9K | 0.39% | +87+2.3% | Added |