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 29 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 |
|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | 60 | $10.2K | 0.00% | −9−13.0% | Reduced |
| Addison Advisors LLC | 61 | $10.4K | 0.00% | −11−15.3% | Reduced |
| Whipplewood Advisors, LLC | 18 | $11.1K | 0.01% | −47−72.3% | Reduced |
| True Wealth Design, LLC | 72 | $12.3K | 0.00% | +72 | New |
| Prestige Wealth Management Group LLC | 78 | $13.3K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 80 | $13.7K | 0.01% | −17−17.5% | Reduced |
| GW&K Investment Management, LLC | 84 | $14.0K | 0.00% | +16+23.5% | Added |
| 1620 Investment Advisors, Inc. | 86 | $14.7K | 0.01% | −18−17.3% | Reduced |
| Binnacle Investments Inc | 89 | $15.2K | 0.01% | +89 | New |
| CVA Family Office, LLC | 90 | $15.4K | 0.00% | −159−63.9% | Reduced |
| Concord Wealth Partners | 91 | $15.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 91 | $15.6K | 0.00% | −342−79.0% | Reduced |
| Loomis Sayles & Co L P | 96 | $16.0K | 0.00% | +10+11.6% | Added |
| Farmers & Merchants Investments Inc | 96 | $16.4K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $16.7K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 104 | $17.0K | 0.01% | +1+1.0% | Added |
| Putney Financial Group LLC | 100 | $17.1K | 0.02% | −50−33.3% | Reduced |
| GHP Investment Advisors, Inc. | 100 | $17.1K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $17.1K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $17.1K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 100 | $17.1K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $17.1K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 104 | $17.8K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 107 | $18.3K | 0.00% | +7+7.0% | Added |
| West Branch Capital LLC | 108 | $18.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 112 | $19.2K | 0.00% | +12+12.0% | Added |
| Burkett Financial Services, LLC | 112 | $19.2K | 0.01% | +1+0.9% | Added |
| Financial Network Wealth Advisors LLC | 113 | $19.3K | 0.03% | +113 | New |
| Rise Advisors, LLC | 119 | $20.3K | 0.01% | −10−7.8% | Reduced |
| New England Capital Financial Advisors LLC | 120 | $20.4K | 0.01% | +1+0.8% | Added |
| Crewe Advisors LLC | 120 | $20.5K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 125 | $21.4K | 0.00% | +125 | New |
| PFS Partners, LLC | 131 | $22.4K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 132 | $22.5K | 0.01% | +51+63.0% | Added |
| GKV Capital Management Co., Inc. | 132 | $22.6K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 136 | $23.3K | 0.02% | +136 | New |
| Plante Moran Financial Advisors, LLC | 136 | $23.3K | 0.00% | +41+43.2% | Added |
| Asset Planning,Inc | 140 | $24.0K | 0.02% | +1+0.7% | Added |
| Montag & Caldwell, LLC | 150 | $25.7K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 150 | $25.7K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 164 | $28.0K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 165 | $28.2K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 165 | $28.2K | 0.00% | +165 | New |
| Financial Avengers, Inc. | 168 | $28.7K | 0.01% | +10+6.3% | Added |
| Vision Financial Markets LLC | 169 | $28.9K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $29.1K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 170 | $29.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 173 | $29.6K | 0.00% | −89−34.0% | Reduced |
| Pinnacle Bancorp, Inc. | 175 | $29.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 175 | $29.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 176 | $30.2K | 0.00% | −7−3.8% | Reduced |
| Tradewinds Capital Management, LLC | 179 | $30.7K | 0.01% | +101+129.5% | Added |
| Cromwell Holdings LLC | 188 | $32.2K | 0.02% | −37−16.4% | Reduced |
| Frazier Financial Advisors, LLC | 188 | $32.2K | 0.02% | −18−8.7% | Reduced |
| Bangor Savings Bank | 189 | $32.3K | 0.00% | +1+0.5% | Added |
| Compass Wealth Management LLC | 196 | $33.5K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 200 | $34.0K | 0.01% | +52+35.1% | Added |
| Pittenger & Anderson Inc | 200 | $34.2K | 0.00% | −14,524−98.6% | Reduced |
| Fort Vancouver Investment Management, LLC | 200 | $34.2K | 0.03% | +200 | New |
| Innovative Advisory Group, LLC | 200 | $34.2K | 0.03% | −16,435−98.8% | Reduced |
| MorganRosel Wealth Management, LLC | 203 | $34.7K | 0.01% | +203 | New |
| Bell Investment Advisors, Inc | 204 | $34.9K | 0.01% | +3+1.5% | Added |
| Zions Bancorporation, National Association | 211 | $36.1K | 0.00% | +211 | New |
| Ameriflex Group, Inc. | 215 | $36.8K | 0.02% | +107+99.1% | Added |
| TCTC Holdings, LLC | 216 | $36.9K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 218 | $37.3K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 225 | $38.5K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 240 | $40.6K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 247 | $42.2K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 250 | $42.8K | 0.03% | −150−37.5% | Reduced |
| Abound Financial, LLC | 250 | $42.8K | 0.02% | +250 | New |
| North Star Investment Management Corp. | 256 | $43.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 256 | $43.8K | 0.00% | +256 | New |
| Glass Jacobson Investment Advisors llc | 266 | $45.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 273 | $46.7K | 0.04% | −98−26.4% | Reduced |
| Thompson Investment Management, Inc. | 275 | $47.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 286 | $48.9K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 296 | $50.6K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $51.3K | 0.03% | −100−25.0% | Reduced |
| Princeton Global Asset Management LLC | 300 | $51.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 300 | $51.3K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 300 | $51.3K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $51.3K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 300 | $51.3K | 0.01% | +300 | New |
| Roble, Belko & Company, Inc | 304 | $52.0K | 0.01% | +304 | New |
| TD Private Client Wealth LLC | 305 | $52.2K | 0.00% | +37+13.8% | Added |
| City State Bank | 310 | $53.0K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 314 | $53.7K | 0.01% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 318 | $54.4K | 0.03% | +3+1.0% | Added |
| Comprehensive Financial Planning, Inc. | 320 | $54.9K | 0.05% | +1+0.3% | Added |
| Gleason Group, Inc. | 321 | $54.9K | 0.01% | +2+0.6% | Added |
| Delta Asset Management LLC | 325 | $55.6K | 0.01% | +15+4.8% | Added |
| Graybill Bartz & Assoc Ltd | 325 | $55.6K | 0.02% | +325 | New |
| VSM Wealth Advisory, LLC | 330 | $56.5K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 335 | $57.3K | 0.00% | −170−33.7% | Reduced |
| Covestor Ltd | 341 | $58.0K | 0.04% | +103+43.3% | Added |
| Atlantic Trust, LLC | 349 | $59.7K | 0.01% | +47+15.6% | Added |
| Raleigh Capital Management Inc. | 362 | $62.0K | 0.03% | −17−4.5% | Reduced |
| High Note Wealth, LLC | 366 | $62.6K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 369 | $63.2K | 0.01% | −48−11.5% | Reduced |