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 30 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, Q1 2025
Institutional positions in Hershey Co as of Mar 31, 2025. 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
- 1,348
- +19 vs. Q4 2024
- Shares held
- 122.7M
- +2.13M (+1.8%) vs. Q4 2024
- Total value
- $21.0B
- +$570.8M (+2.8%) vs. Q4 2024
- New holders
- 161
- 531 more added
- Sold out
- 142
- 433 more reduced
20 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 10,944 | $1.87M | 0.01% | −15,579−58.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 10,973 | $1.88M | 0.29% | +761+7.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,077 | $1.89M | 0.01% | −29,132−72.5% | Reduced |
| Knollwood Investment Advisory, LLC | 11,268 | $1.93M | 0.21% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 11,321 | $1.94M | 0.02% | +310+2.8% | Added |
| Wellington Management Group LLP | 11,371 | $1.94M | 0.00% | +10,100+794.6% | Added |
| Hazlett, Burt & Watson, Inc. | 11,479 | $1.96M | 0.88% | +125+1.1% | Added |
| Cim, LLC | 11,500 | $1.97M | 0.29% | +1,161+11.2% | Added |
| Greenleaf Trust | 11,507 | $1.97M | 0.02% | +1,270+12.4% | Added |
| Kestra Private Wealth Services, LLC | 11,576 | $1.98M | 0.03% | +1,940+20.1% | Added |
| R.H. Dinel Investment Counsel, Inc. | 11,590 | $1.98M | 1.35% | 00.0% | Unchanged |
| IFG Advisory, LLC | 11,664 | $1.99M | 0.11% | +5,403+86.3% | Added |
| Mizuho Securities USA LLC | 11,830 | $2.02M | 0.04% | −2,172−15.5% | Reduced |
| Atria Investments LLC | 12,086 | $2.07M | 0.03% | −8,715−41.9% | Reduced |
| Captrust Financial Advisors | 12,122 | $2.07M | 0.01% | +907+8.1% | Added |
| Next Level Private LLC | 12,251 | $2.10M | 0.78% | 00.0% | Unchanged |
| Ami Investment Management Inc | 12,260 | $2.10M | 0.68% | +1,255+11.4% | Added |
| Siemens Fonds Invest GmbH | 12,293 | $2.10M | 0.14% | −78−0.6% | Reduced |
| Wealthspire Advisors, LLC | 12,332 | $2.11M | 0.01% | +6,383+107.3% | Added |
| Capital Investment Advisors, LLC | 12,349 | $2.11M | 0.04% | −21,794−63.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,433 | $2.12M | 0.02% | +2,954+31.2% | Added |
| Wolverine Trading, LLC | 12,540 | $2.13M | 0.07% | −16,535−56.9% | Reduced |
| Woodline Partners LP | 12,482 | $2.13M | 0.01% | −39,588−76.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 12,500 | $2.14M | 0.50% | 00.0% | Unchanged |
| Fragasso Group Inc. | 12,531 | $2.14M | 0.16% | −8,421−40.2% | Reduced |
| Moors & Cabot, Inc. | 12,552 | $2.15M | 0.11% | +3,251+35.0% | Added |
| NorthCrest Asset Manangement, LLC | 12,622 | $2.16M | 0.07% | −481−3.7% | Reduced |
| Avantax Advisory Services, Inc. | 12,634 | $2.16M | 0.01% | +1,455+13.0% | Added |
| Oregon Public Employees Retirement Fund | 12,676 | $2.17M | 0.04% | +10+0.1% | Added |
| Central Trust Co | 12,690 | $2.17M | 0.05% | −108−0.8% | Reduced |
| J.W. Cole Advisors, Inc. | 12,697 | $2.17M | 0.07% | +10,207+409.9% | Added |
| Alps Advisors Inc | 12,748 | $2.18M | 0.01% | +449+3.7% | Added |
| O'Shaughnessy Asset Management, LLC | 12,828 | $2.19M | 0.02% | −407−3.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,904 | $2.21M | 0.01% | +50+0.4% | Added |
| Sowell Financial Services LLC | 12,996 | $2.22M | 0.10% | +2,618+25.2% | Added |
| Gabelli Funds LLC | 13,000 | $2.22M | 0.02% | +8,750+205.9% | Added |
| Woodstock Corp | 13,072 | $2.24M | 0.22% | +6,176+89.6% | Added |
| Prospera Financial Services Inc | 13,072 | $2.24M | 0.05% | −10,950−45.6% | Reduced |
| Swiss Life Asset Management Ltd | 13,153 | $2.25M | 0.02% | +5,951+82.6% | Added |
| Dark Forest Capital Management LP | 13,188 | $2.26M | 0.10% | +10,598+409.2% | Added |
| Colonial Trust Co | 13,228 | $2.26M | 0.35% | −1,023−7.2% | Reduced |
| Promethium Advisors,llc | 13,375 | $2.29M | 1.47% | +5,857+77.9% | Added |
| Settian Capital LP | 13,400 | $2.29M | 1.78% | +5,000+59.5% | Added |
| Rakuten Investment Management, Inc. | 13,504 | $2.29M | 0.01% | +13,504 | New |
| Auxier Asset Management | 13,435 | $2.30M | 0.34% | +550+4.3% | Added |
| Arnhold LLC | 13,480 | $2.31M | 0.23% | +6,201+85.2% | Added |
| Argyle Capital Management Inc. | 13,511 | $2.31M | 0.86% | +1,038+8.3% | Added |
| Gotham Asset Management, LLC | 13,666 | $2.34M | 0.02% | +10,647+352.7% | Added |
| Chesley Taft & Associates LLC | 13,694 | $2.34M | 0.11% | 00.0% | Unchanged |
| Assetmark, Inc | 13,738 | $2.35M | 0.01% | +555+4.2% | Added |
| Metis Global Partners, LLC | 13,858 | $2.37M | 0.07% | +1,688+13.9% | Added |
| Avanza Fonder AB | 14,525 | $2.38M | 0.08% | −336−2.3% | Reduced |
| DT Investment Partners, LLC | 13,951 | $2.39M | 0.23% | 00.0% | Unchanged |
| Elevate Capital Advisors, LLC | 14,105 | $2.41M | 2.23% | +2,657+23.2% | Added |
| Occidental Asset Management, LLC | 14,256 | $2.44M | 0.37% | +12,902+952.9% | Added |
| Moloney Securities Asset Management, LLC | 14,616 | $2.50M | 0.34% | +9,124+166.1% | Added |
| Walleye Trading LLC | 14,677 | $2.51M | 0.07% | −3,470−19.1% | Reduced |
| Carret Asset Management, LLC | 14,700 | $2.51M | 0.28% | −800−5.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 14,700 | $2.51M | 0.61% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 14,761 | $2.52M | 2.30% | +103+0.7% | Added |
| Great Valley Advisor Group, Inc. | 14,794 | $2.53M | 0.05% | −17,207−53.8% | Reduced |
| Public Employees Retirement Association of Colorado | 14,799 | $2.53M | 0.01% | −5,268−26.3% | Reduced |
| Eukles Asset Management | 14,807 | $2.53M | 1.11% | −97−0.7% | Reduced |
| Valeo Financial Advisors, LLC | 14,816 | $2.53M | 0.07% | +3,249+28.1% | Added |
| Alliance Wealth Advisors, LLC | 14,916 | $2.55M | 0.67% | +86+0.6% | Added |
| Empire Financial Management Company, LLC | 15,031 | $2.57M | 0.79% | +1,459+10.8% | Added |
| Two Sigma Investments, LP | 15,200 | $2.60M | 0.01% | +6,210+69.1% | Added |
| AlTi Global, Inc. | 15,250 | $2.61M | 0.07% | +15,250 | New |
| Summit Place Financial Advisors, LLC | 15,290 | $2.62M | 1.48% | +1,352+9.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 15,310 | $2.62M | 0.01% | +937+6.5% | Added |
| Agf Management Ltd | 15,409 | $2.64M | 0.01% | +15,409 | New |
| CIBC Private Wealth Group, LLC | 16,657 | $2.65M | 0.01% | +100+0.6% | Added |
| Toroso Investments, LLC | 15,512 | $2.65M | 0.02% | +2,553+19.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,635 | $2.67M | 0.00% | +1,327+9.3% | Added |
| WBI Investments | 15,637 | $2.67M | 0.70% | +15,637 | New |
| OP Asset Management Ltd | 15,688 | $2.68M | 0.05% | +15,688 | New |
| Alaska Permanent Fund Corp | 16,075 | $2.69M | 0.04% | 00.0% | Unchanged |
| OV Management LLC | 15,722 | $2.69M | 1.26% | +6,980+79.8% | Added |
| Callahan Advisors, LLC | 15,856 | $2.71M | 0.26% | +14,087+796.3% | Added |
| Allianz Asset Management GmbH | 15,994 | $2.74M | 0.00% | −62,121−79.5% | Reduced |
| HBW Advisory Services LLC | 16,015 | $2.74M | 0.39% | +2,038+14.6% | Added |
| Elo Mutual Pension Insurance Co | 16,152 | $2.76M | 0.06% | +1,014+6.7% | Added |
| UniSuper Management Pty Ltd | 16,203 | $2.77M | 0.02% | +600+3.8% | Added |
| Jones Financial Companies LLLP | 16,333 | $2.78M | 0.00% | +3,930+31.7% | Added |
| JustInvest LLC | 16,257 | $2.78M | 0.04% | −1,741−9.7% | Reduced |
| Jump Financial, LLC | 16,264 | $2.78M | 0.04% | +14,217+694.5% | Added |
| Central Bank & Trust Co | 16,292 | $2.79M | 0.47% | −3,531−17.8% | Reduced |
| MAI Capital Management | 16,314 | $2.79M | 0.02% | −33,186−67.0% | Reduced |
| Stonebridge Capital Advisors LLC | 16,478 | $2.82M | 0.23% | +560+3.5% | Added |
| Peapack Gladstone Financial Corp | 16,498 | $2.82M | 0.04% | −1,579−8.7% | Reduced |
| Culbertson A N & Co Inc | 16,567 | $2.83M | 0.45% | +690+4.3% | Added |
| D.A. Davidson & Co. | 16,718 | $2.86M | 0.02% | −549−3.2% | Reduced |
| Burney Co | 16,959 | $2.90M | 0.11% | −13,418−44.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17,516 | $2.92M | 0.03% | −342−1.9% | Reduced |
| Amica Mutual Insurance Co | 17,075 | $2.92M | 0.32% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 17,156 | $2.93M | 0.03% | −518−2.9% | Reduced |
| Bank of Nova Scotia | 17,158 | $2.93M | 0.01% | −2,624−13.3% | Reduced |
| Dana Investment Advisors, Inc. | 17,335 | $2.96M | 0.11% | −205−1.2% | Reduced |
| Concorde Financial Corp | 17,374 | $2.97M | 1.64% | +838+5.1% | Added |
| Bragg Financial Advisors, Inc | 17,417 | $2.98M | 0.12% | +1,491+9.4% | Added |