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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.

Institutional holdersQ4 2024: 1,349 institutions
Q1 2021: 1,007 institutionsQ2 2021: 1,040 institutionsQ3 2021: 1,040 institutionsQ4 2021: 1,138 institutionsQ1 2022: 1,191 institutionsQ2 2022: 1,212 institutionsQ3 2022: 1,228 institutionsQ4 2022: 1,294 institutionsQ1 2023: 1,337 institutionsQ2 2023: 1,357 institutionsQ3 2023: 1,301 institutionsQ4 2023: 1,352 institutionsQ1 2024: 1,362 institutionsQ2 2024: 1,384 institutionsQ3 2024: 1,400 institutionsQ4 2024: 1,349 institutionsQ1 2025: 1,348 institutionsQ2 2025: 1,314 institutionsQ3 2025: 1,360 institutionsQ4 2025: 1,415 institutionsQ1 2026: 1,480 institutionsQ2 2026: 1,417 institutions
Value heldQ4 2024: $20.6B
Q1 2021: $17.3BQ2 2021: $19.0BQ3 2021: $18.6BQ4 2021: $21.0BQ1 2022: $23.8BQ2 2022: $24.1BQ3 2022: $24.9BQ4 2022: $26.2BQ1 2023: $29.4BQ2 2023: $29.4BQ3 2023: $23.5BQ4 2023: $21.8BQ1 2024: $22.8BQ2 2024: $21.6BQ3 2024: $23.6BQ4 2024: $20.6BQ1 2025: $21.0BQ2 2025: $21.3BQ3 2025: $23.7BQ4 2025: $23.2BQ1 2026: $25.9BQ2 2026: $22.8B
Institutions holding HSY and their total value by quarter
QuarterHoldersValue
Q2 20261,417$22.8B
Q1 20261,480$25.9B
Q4 20251,415$23.2B
Q3 20251,360$23.7B
Q2 20251,314$21.3B
Q1 20251,348$21.0B
Q4 20241,349$20.6B
Q3 20241,400$23.6B
Q2 20241,384$21.6B
Q1 20241,362$22.8B
Q4 20231,352$21.8B
Q3 20231,301$23.5B
Q2 20231,357$29.4B
Q1 20231,337$29.4B
Q4 20221,294$26.2B
Q3 20221,228$24.9B
Q2 20221,212$24.1B
Q1 20221,191$23.8B
Q4 20211,138$21.0B
Q3 20211,040$18.6B
Q2 20211,040$19.0B
Q1 20211,007$17.3B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q3 2024.

Institutions holding HSY in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Texas Yale Capital Corp.2,700$457.2K0.02%00.0%Unchanged
Mechanics Bank Trust Department2,700$457.2K0.06%+835+44.8%Added
Fifth Third Wealth Advisors LLC2,699$457.0K0.02%−1,475−35.3%Reduced
Crestline Management, LP2,692$455.9K0.02%−40,530−93.8%Reduced
Keeler Thomas Management LLC2,672$452.5K0.16%+3+0.1%Added
Atwater Malick LLC2,661$450.6K0.15%00.0%Unchanged
Stevens Capital Management LP2,654$449.0K0.18%+2,654New
Ballentine Partners, LLC2,639$446.9K0.01%−477−15.3%Reduced
Sheets Smith Wealth Management2,637$446.5K0.05%+23+0.9%Added
Warren Averett Asset Management, LLC2,635$446.2K0.01%+864+48.8%Added
Trust Co of Vermont2,629$445.2K0.02%00.0%Unchanged
V-Square Quantitative Management LLC2,626$444.7K0.06%+282+12.0%Added
Fernwood Investment Management, LLC2,625$444.5K0.15%−400−13.2%Reduced
Main Street Financial Solutions, LLC2,612$442.3K0.04%+4+0.2%Added
United Capital Financial Advisers, LLC2,603$440.8K0.00%−611−19.0%Reduced
Investmark Advisory Group LLC2,602$440.6K0.22%+2,602New
Hickory Point Bank & Trust2,594$439.3K0.39%+2,594New
Dark Forest Capital Management LP2,590$438.6K0.06%+448+20.9%Added
Mutual Advisors, LLC2,830$435.9K0.01%−26−0.9%Reduced
Financial Advocates Investment Management2,567$434.7K0.02%+441+20.7%Added
HBK Sorce Advisory LLC2,552$432.2K0.01%−62−2.4%Reduced
Safe Harbor Fiduciary, LLC2,541$430.3K0.44%+95+3.9%Added
Advisors Preferred, LLC2,547$429.9K0.07%+2,547New
Valley Brook Capital Group2,530$428.5K0.32%−1,327−34.4%Reduced
Orrstown Financial Services Inc2,524$427.4K0.11%−47−1.8%Reduced
Columbia Asset Management2,524$427.4K0.08%00.0%Unchanged
Founders Financial Securities LLC2,523$427.3K0.04%+147+6.2%Added
Allen Investment Management LLC2,520$426.8K0.00%−4,000−61.3%Reduced
Zhang Financial LLC2,507$424.6K0.02%00.0%Unchanged
Peoples Bank2,500$423.4K0.29%00.0%Unchanged
PFG Investments, LLC2,496$422.7K0.03%+394+18.7%Added
J.W. Cole Advisors, Inc.2,490$421.7K0.02%−845−25.3%Reduced
Aurdan Capital Management, LLC2,490$421.7K0.16%+2,490New
Cardiff Park Advisors, LLC2,488$421.3K0.04%+17+0.7%Added
Smart Money Group LLC2,476$419.2K0.14%+208+9.2%Added
Conning Inc.2,464$417.3K0.01%+435+21.4%Added
Ingalls & Snyder LLC2,438$413.0K0.02%+235+10.7%Added
Navellier & Associates Inc2,427$411.0K0.05%−142−5.5%Reduced
Clark Wealth Partners2,423$410.3K0.32%+2,423New
Triangle Securities Wealth Management2,420$409.8K0.11%+2,420New
LifeGuide Financial Advisors, LLC2,418$409.5K0.18%+19+0.8%Added
Independence Bank of Kentucky2,415$409.0K0.06%+1,575+187.5%Added
Forte Capital LLC2,409$408.0K0.05%−665−21.6%Reduced
American National Bank2,373$401.9K0.04%+78+3.4%Added
Kathmere Capital Management, LLC2,370$401.3K0.04%+2,370New
Enhancing Capital LLC2,346$397.3K0.32%+2,346New
Joel Isaacson & Co., LLC2,338$395.9K0.02%+356+18.0%Added
Vident Advisory, LLC2,321$393.1K0.01%+94+4.2%Added
Inspirion Wealth Advisors, LLC2,367$391.8K0.05%+12+0.5%Added
Chiron Capital Management, LLC2,302$389.8K0.37%+1,202+109.3%Added
Edge Financial Advisors LLC2,297$389.0K0.35%+17+0.7%Added
Outlook Wealth Advisors, LLC2,296$388.8K0.11%+419+22.3%Added
Northeast Investment Management2,291$388.0K0.02%00.0%Unchanged
Meeder Advisory Services, Inc.2,257$382.2K0.02%−414−15.5%Reduced
Stablepoint Partners, LLC2,251$381.2K0.07%−200−8.2%Reduced
Global Retirement Partners, LLC2,240$379.3K0.01%+107+5.0%Added
RSM US Wealth Management LLC2,243$378.7K0.01%−1,162−34.1%Reduced
CenterStar Asset Management, LLC2,234$378.4K0.83%+2,234New
Sigma Planning Corp2,234$378.3K0.01%+412+22.6%Added
Associated Banc-Corp2,226$377.0K0.01%00.0%Unchanged
Hallmark Capital Management Inc2,219$375.8K0.03%+118+5.6%Added
Talon Private Wealth, LLC2,213$374.8K0.08%+2,213New
KG&L Capital Management,LLC2,205$373.4K0.12%−339−13.3%Reduced
Duncker Streett & Co Inc2,192$371.2K0.07%−100−4.4%Reduced
MUFG Securities Americas Inc.2,181$369.4K0.05%+2,181New
Beacon Financial Group2,167$367.0K0.04%+2,167New
Abn Amro Investment Solutions2,167$367.0K0.01%−693−24.2%Reduced
Insight Advisors, LLC2,161$364.5K0.06%−35−1.6%Reduced
Signal Advisors Wealth, LLC2,148$363.8K0.04%+363+20.3%Added
Foster Group, Inc.2,141$362.6K0.01%−10.0%Reduced
Aurora Investment Counsel2,133$361.2K0.20%−37−1.7%Reduced
Northstar Group, Inc.2,132$361.1K0.06%−107−4.8%Reduced
Econ Financial Services Corp2,119$358.9K0.21%+519+32.4%Added
Clear Harbor Asset Management, LLC2,116$358.3K0.03%+384+22.2%Added
Tyler-Stone Wealth Management2,114$358.1K0.06%+504+31.3%Added
Signaturefd, LLC2,107$356.8K0.01%−39−1.8%Reduced
Capital Advisors Inc2,105$356.5K0.01%+133+6.7%Added
Meridian Investment Counsel Inc.2,100$355.6K0.11%+2,100New
Choate Investment Advisors2,079$352.1K0.01%+64+3.2%Added
Aft, Forsyth & Company, Inc.2,072$350.9K0.17%+307+17.4%Added
Signature Estate & Investment Advisors LLC2,065$349.7K0.01%+140+7.3%Added
J2 Capital Management Inc2,053$347.7K0.33%+2,053New
Spinnaker Investment Group, LLC2,053$347.6K0.08%+2,053New
Northeast Financial Group, Inc.2,051$347.5K0.13%+4+0.2%Added
Jump Financial, LLC2,047$346.7K0.01%−11,419−84.8%Reduced
Westpac Banking Corp2,039$345.3K0.02%00.0%Unchanged
Edgestream Partners, L.P.2,038$345.1K0.01%+30+1.5%Added
Graypoint LLC2,037$345.0K0.02%+2,037New
Pinnacle West Asset Management, Inc.2,020$342.0K0.24%+215+11.9%Added
WR Wealth Planners, LLC2,019$341.9K0.11%+104+5.4%Added
Sunbelt Securities, Inc.2,026$341.7K0.03%+788+63.7%Added
Vestia Personal Wealth Advisors2,001$338.9K0.28%+2,001New
Blue Edge Capital, LLC2,000$338.7K0.05%00.0%Unchanged
Citizens National Bank Trust Department2,000$338.7K0.07%00.0%Unchanged
Ramirez Asset Management, Inc.1,989$336.8K0.07%00.0%Unchanged
Pinnacle Associates Ltd1,987$336.6K0.00%−311−13.5%Reduced
FineMark National Bank & Trust1,983$335.8K0.01%00.0%Unchanged
Integrated Advisors Network LLC1,976$334.6K0.02%−396−16.7%Reduced
Crestwood Advisors Group LLC1,972$334.0K0.01%+19+1.0%Added
Wealth Advisors of Tampa Bay, LLC1,965$332.8K0.14%00.0%Unchanged