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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 17,527 | $3.00M | 0.03% | +4,599+35.6% | Added |
| Sage Capital Advisors,llc | 17,538 | $3.00M | 0.79% | +168+1.0% | Added |
| Hennessy Advisors Inc | 17,600 | $3.01M | 0.10% | +4,500+34.4% | Added |
| Kestra Advisory Services, LLC | 18,480 | $3.16M | 0.02% | +20.0% | Added |
| Capital International Sarl | 18,519 | $3.17M | 0.07% | +1,710+10.2% | Added |
| Sanctuary Advisors, LLC | 18,583 | $3.18M | 0.02% | +585+3.3% | Added |
| William Allan, LLC | 18,593 | $3.18M | 1.99% | +11,785+173.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,625 | $3.19M | 0.01% | +1,390+8.1% | Added |
| 44 Wealth Management LLC | 18,794 | $3.21M | 1.21% | +2,407+14.7% | Added |
| Inkwell Capital LLC | 19,048 | $3.26M | 3.56% | +4,952+35.1% | Added |
| Yousif Capital Management, LLC | 19,137 | $3.27M | 0.04% | −405−2.1% | Reduced |
| Axxcess Wealth Management, LLC | 19,160 | $3.28M | 0.09% | +2,157+12.7% | Added |
| Achmea Investment Management B.V. | 19,221 | $3.29M | 0.05% | −272−1.4% | Reduced |
| LVM Capital Management Ltd | 19,315 | $3.30M | 0.37% | −3,000−13.4% | Reduced |
| Nissay Asset Management Corp | 19,365 | $3.31M | 0.02% | +347+1.8% | Added |
| Cape Cod Five Cents Savings Bank | 17,441 | $3.34M | 0.31% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 19,835 | $3.39M | 0.07% | −334−1.7% | Reduced |
| Bright Rock Capital Management, LLC | 20,000 | $3.42M | 0.72% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 20,046 | $3.43M | 0.01% | +1,524+8.2% | Added |
| Ancora Advisors, LLC | 20,189 | $3.45M | 0.08% | −623−3.0% | Reduced |
| Generali Asset Management SPA SGR | 20,313 | $3.47M | 0.09% | +11,405+128.0% | Added |
| Northwestern Mutual Wealth Management Co | 20,340 | $3.48M | 0.00% | +4,214+26.1% | Added |
| Coston, McIsaac & Partners | 20,366 | $3.48M | 1.02% | +2,511+14.1% | Added |
| Hohimer Wealth Management, LLC | 20,504 | $3.51M | 0.68% | +2,954+16.8% | Added |
| Absher Wealth Management, LLC | 20,608 | $3.52M | 0.46% | +1,216+6.3% | Added |
| MML Investors Services, LLC | 20,631 | $3.53M | 0.01% | −2,991−12.7% | Reduced |
| AMG National Trust Bank | 20,634 | $3.53M | 0.10% | 00.0% | Unchanged |
| Intech Investment Management LLC | 20,790 | $3.56M | 0.04% | −5,740−21.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 20,834 | $3.56M | 0.64% | +3,329+19.0% | Added |
| Virginia Wealth Management Group, Inc. | 20,964 | $3.59M | 2.22% | +912+4.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,009 | $3.59M | 0.04% | +133+0.6% | Added |
| Ironwood Investment Counsel, LLC | 21,038 | $3.60M | 0.62% | +1,034+5.2% | Added |
| Daiwa Securities Group Inc. | 21,098 | $3.61M | 0.02% | +1,749+9.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 21,107 | $3.61M | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 21,151 | $3.62M | 0.01% | +1,582+8.1% | Added |
| Eliot Finkel Investment Counsel, LLC | 21,230 | $3.63M | 2.47% | −230−1.1% | Reduced |
| Mercer Global Advisors Inc | 21,444 | $3.67M | 0.01% | −2,053−8.7% | Reduced |
| State of Alaska, Department of Revenue | 21,510 | $3.68M | 0.04% | +465+2.2% | Added |
| Teacher Retirement System of Texas | 21,598 | $3.69M | 0.02% | +12,887+147.9% | Added |
| Hillman Capital Management, Inc. | 21,808 | $3.73M | 1.84% | +21,808 | New |
| New York Life Investment Management LLC | 21,870 | $3.74M | 0.04% | −134−0.6% | Reduced |
| ASR Vermogensbeheer N.V. | 21,941 | $3.75M | 0.06% | +21,941 | New |
| Azimuth Capital Investment Management LLC | 22,125 | $3.78M | 0.15% | +4,265+23.9% | Added |
| Bahl & Gaynor Inc | 22,178 | $3.79M | 0.02% | −79,872−78.3% | Reduced |
| Hamel Associates, Inc. | 22,263 | $3.81M | 1.29% | +19,228+633.5% | Added |
| Davenport & Co LLC | 22,388 | $3.83M | 0.02% | −293,207−92.9% | Reduced |
| Worldquant Millennium Advisors LLC | 22,410 | $3.83M | 0.02% | +22,410 | New |
| Xponance, Inc. | 22,421 | $3.83M | 0.04% | +584+2.7% | Added |
| Fiduciary Trust Co | 22,985 | $3.93M | 0.05% | +34+0.1% | Added |
| Country Club Bank | 23,173 | $3.94M | 0.27% | +905+4.1% | Added |
| Appleton Partners Inc | 23,109 | $3.95M | 0.31% | +1,028+4.7% | Added |
| Advisory Services Network, LLC | 23,117 | $3.95M | 0.08% | +678+3.0% | Added |
| Vident Advisory, LLC | 23,150 | $3.96M | 0.06% | +20,829+897.4% | Added |
| Bokf, NA | 23,224 | $3.97M | 0.07% | −152−0.7% | Reduced |
| Private Advisor Group, LLC | 23,239 | $3.97M | 0.02% | −22,905−49.6% | Reduced |
| Atria Wealth Solutions, Inc. | 23,267 | $3.98M | 0.05% | −4,075−14.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 23,316 | $3.99M | 0.23% | +9,004+62.9% | Added |
| ProShare Advisors LLC | 23,859 | $4.08M | 0.01% | +1,066+4.7% | Added |
| Signature Wealth Management Group | 23,944 | $4.10M | 1.60% | +3,441+16.8% | Added |
| Stance Capital LLC | 23,944 | $4.10M | 3.03% | +23,937+341,957.1% | Added |
| Utah Retirement Systems | 24,153 | $4.13M | 0.05% | −141−0.6% | Reduced |
| TrueMark Investments, LLC | 24,171 | $4.13M | 1.08% | +1,879+8.4% | Added |
| Oppenheimer Asset Management Inc. | 24,260 | $4.15M | 0.05% | +22,866+1,640.3% | Added |
| Parthenon LLC | 24,665 | $4.22M | 0.52% | +50+0.2% | Added |
| Tocqueville Asset Management L.P. | 24,759 | $4.23M | 0.07% | +11,228+83.0% | Added |
| First Fiduciary Investment Counsel, Inc. | 25,155 | $4.30M | 0.92% | −660−2.6% | Reduced |
| Insight Wealth Strategies, LLC | 25,259 | $4.32M | 0.58% | +714+2.9% | Added |
| Brinker Capital Investments, LLC | 25,420 | $4.35M | 0.04% | +3,439+15.6% | Added |
| Orion Portfolio Solutions, LLC | 25,420 | $4.35M | 0.04% | +3,439+15.6% | Added |
| Liberty One Investment Management, LLC | 25,607 | $4.38M | 0.44% | +2,348+10.1% | Added |
| Birmingham Capital Management Co Inc | 25,656 | $4.39M | 1.65% | −1,175−4.4% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 25,719 | $4.40M | 2.12% | +25,719 | New |
| Caisse de Depot Et Placement du Quebec | 25,842 | $4.42M | 0.01% | −10,263−28.4% | Reduced |
| Heritage Investors Management Corp | 25,951 | $4.44M | 0.15% | −179−0.7% | Reduced |
| Yacktman Asset Management LP | 26,470 | $4.53M | 0.06% | +4,520+20.6% | Added |
| Twinbeech Capital LP | 26,478 | $4.53M | 0.08% | +26,478 | New |
| Hendley & Co Inc | 26,603 | $4.55M | 1.59% | −5,773−17.8% | Reduced |
| Clough Capital Partners L P | 26,800 | $4.58M | 0.58% | +26,800 | New |
| Glenmede Trust Co NA | 26,842 | $4.59M | 0.02% | +220+0.8% | Added |
| Rockefeller Capital Management L.P. | 26,867 | $4.60M | 0.01% | +8,570+46.8% | Added |
| Stansberry Asset Management, LLC | 26,936 | $4.61M | 0.55% | +90+0.3% | Added |
| Pathstone Holdings, LLC | 27,408 | $4.69M | 0.02% | +7,077+34.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 27,480 | $4.70M | 2.02% | +27,480 | New |
| United Services Automobile Association | 27,955 | $4.75M | 0.15% | 00.0% | Unchanged |
| Colonial Trust Advisors | 27,768 | $4.75M | 0.42% | −959−3.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 27,814 | $4.76M | 0.01% | −53,192−65.7% | Reduced |
| Merit Financial Group, LLC | 27,844 | $4.76M | 0.07% | +9,475+51.6% | Added |
| Wealthfront Advisers LLC | 28,129 | $4.81M | 0.01% | +1,074+4.0% | Added |
| British Columbia Investment Management Corp | 28,252 | $4.83M | 0.03% | −26−0.1% | Reduced |
| SevenBridge Financial Group, LLC | 28,896 | $4.84M | 0.95% | −7,544−20.7% | Reduced |
| IFM Investors Pty Ltd | 28,399 | $4.86M | 0.05% | −769−2.6% | Reduced |
| Prentiss Smith & Co Inc | 28,458 | $4.87M | 3.15% | −167−0.6% | Reduced |
| Forsta Ap-Fonden | 28,500 | $4.87M | 0.04% | −1,500−5.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 28,834 | $4.93M | 1.75% | +640+2.3% | Added |
| Brown Advisory Inc | 28,875 | $4.94M | 0.01% | +1,200+4.3% | Added |
| Amalgamated Bank | 28,936 | $4.95M | 0.04% | +269+0.9% | Added |
| Benedict Financial Advisors Inc | 29,063 | $4.97M | 1.15% | +975+3.5% | Added |
| HGK Asset Management Inc | 29,569 | $5.06M | 1.03% | +3,102+11.7% | Added |
| Portland Global Advisors LLC | 29,654 | $5.07M | 0.64% | +379+1.3% | Added |
| Korea Investment CORP | 29,694 | $5.08M | 0.01% | −9,795−24.8% | Reduced |