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 |
|---|---|---|---|---|---|
| BOK Financial Private Wealth, Inc. | 371 | $63.4K | 0.00% | +41+12.4% | Added |
| Newbridge Financial Services Group, Inc. | 371 | $63.5K | 0.02% | +371 | New |
| Evolution Advisers, Inc. | 381 | $65.0K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 383 | $65.1K | 0.01% | −38−9.0% | Reduced |
| Consultiva Wealth Management, Corp. | 394 | $67.4K | 0.23% | +394 | New |
| Flagship Wealth Advisors, LLC | 400 | $68.4K | 0.03% | −82−17.0% | Reduced |
| Estabrook Capital Management | 400 | $68.4K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 400 | $68.4K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 402 | $68.8K | 0.01% | −18−4.3% | Reduced |
| Sentry Investment Management LLC | 432 | $70.0K | 0.05% | −129−23.0% | Reduced |
| Larson Financial Group LLC | 427 | $73.0K | 0.00% | +285+200.7% | Added |
| Peoples Financial Services Corp. | 429 | $73.4K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 442 | $75.6K | 0.01% | −190−30.1% | Reduced |
| New Millennium Group LLC | 447 | $76.5K | 0.05% | −1−0.2% | Reduced |
| Bellevue Asset Management, LLC | 452 | $77.4K | 0.04% | +1+0.2% | Added |
| Tortoise Investment Management, LLC | 454 | $77.6K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 475 | $81.0K | 0.01% | +475 | New |
| Adirondack Trust Co | 497 | $85.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 500 | $85.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 505 | $86.5K | 0.00% | +77+18.0% | Added |
| eCIO, Inc. | 568 | $97.1K | 0.03% | +568 | New |
| EverSource Wealth Advisors, LLC | 580 | $99.2K | 0.01% | +20+3.6% | Added |
| Blackhill Capital Inc | 600 | $102.6K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 602 | $103.0K | 0.04% | +272+82.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 600 | $103.0K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 633 | $108.3K | 0.00% | −77−10.8% | Reduced |
| Parkside Financial Bank & Trust | 633 | $108.3K | 0.01% | +50+8.6% | Added |
| Salem Investment Counselors Inc | 645 | $110.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 649 | $111.0K | 0.00% | −146−18.4% | Reduced |
| Motco | 664 | $113.6K | 0.01% | −39,004−98.3% | Reduced |
| American National Bank | 664 | $113.6K | 0.01% | −1,709−72.0% | Reduced |
| Manchester Capital Management LLC | 675 | $115.4K | 0.01% | −10−1.5% | Reduced |
| Hills Bank & Trust Co | 690 | $118.0K | 0.01% | −201−22.6% | Reduced |
| Lindbrook Capital, LLC | 690 | $118.0K | 0.01% | +402+139.6% | Added |
| Slocum, Gordon & Co LLP | 693 | $118.5K | 0.09% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 694 | $119.0K | 0.01% | −170−19.7% | Reduced |
| Sound Income Strategies, LLC | 696 | $119.1K | 0.01% | +76+12.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 700 | $119.7K | 0.01% | −200−22.2% | Reduced |
| Elgethun Capital Management | 701 | $120.0K | 0.03% | +5+0.7% | Added |
| JFS Wealth Advisors, LLC | 716 | $122.5K | 0.01% | −6−0.8% | Reduced |
| Fortis Group Advisors, LLC | 732 | $125.2K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 743 | $125.7K | 0.00% | −11,848−94.1% | Reduced |
| Deseret Mutual Benefit Administrators | 736 | $125.9K | 0.06% | +76+11.5% | Added |
| Pacific Center for Financial Services | 746 | $127.6K | 0.03% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 756 | $129.4K | 0.02% | −1−0.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 791 | $135.3K | 0.04% | +2+0.3% | Added |
| Hopwood Financial Services, Inc. | 800 | $136.8K | 0.11% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 823 | $140.8K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 828 | $141.6K | 0.01% | −60−6.8% | Reduced |
| JNBA Financial Advisors | 832 | $142.3K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 844 | $144.3K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 847 | $144.9K | 0.02% | +31+3.8% | Added |
| Hanson & Doremus Investment Management | 861 | $147.0K | 0.02% | −57−6.2% | Reduced |
| SBI Securities Co., Ltd. | 871 | $149.0K | 0.00% | +39+4.7% | Added |
| Skopos Labs, Inc. | 890 | $152.2K | 0.03% | +83+10.3% | Added |
| Hantz Financial Services, Inc. | 896 | $153.0K | 0.00% | +15+1.7% | Added |
| Rialto Wealth Management, LLC | 905 | $154.8K | 0.05% | −400−30.7% | Reduced |
| Lowe Wealth Advisors, LLC | 936 | $160.1K | 0.07% | +1+0.1% | Added |
| Transamerica Financial Advisors, Inc. | 956 | $164.0K | 0.02% | −9−0.9% | Reduced |
| Creative Financial Designs Inc | 962 | $164.5K | 0.01% | +200+26.2% | Added |
| Cary Street Partner Investment Advisory LLC | 963 | $164.7K | 0.09% | +480+99.4% | Added |
| Clean Yield Group | 1,000 | $171.0K | 0.06% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,005 | $171.9K | 0.07% | +1,005 | New |
| Bruce G. Allen Investments, LLC | 1,010 | $172.7K | 0.14% | +138+15.8% | Added |
| Sachetta, LLC | 1,047 | $179.1K | 0.07% | −335−24.2% | Reduced |
| Archer Investment Corp | 1,066 | $182.3K | 0.05% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,089 | $186.0K | 0.08% | +1,089 | New |
| Foster Dykema Cabot & Partners, LLC | 1,129 | $193.1K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,141 | $195.2K | 0.13% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 1,158 | $198.0K | 0.14% | +1,158 | New |
| AlphaCore Capital LLC | 1,162 | $198.8K | 0.02% | +1,162 | New |
| Founders Financial Alliance, LLC | 1,174 | $200.8K | 0.05% | +1,174 | New |
| Anchor Investment Management, LLC | 1,177 | $201.3K | 0.02% | +21+1.8% | Added |
| Avantax Planning Partners, Inc. | 1,181 | $202.0K | 0.01% | +1,181 | New |
| Smith Anglin Financial, LLC | 1,182 | $202.1K | 0.02% | −3−0.3% | Reduced |
| Rossby Financial, LCC | 1,239 | $202.3K | 0.09% | +12+1.0% | Added |
| Diversified Enterprises, LLC | 1,187 | $202.9K | 0.02% | +1,187 | New |
| Spears Abacus Advisors LLC | 1,194 | $204.2K | 0.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 1,200 | $205.2K | 0.00% | −172−12.5% | Reduced |
| Vista Investment Partners LLC | 1,200 | $205.2K | 0.06% | −52−4.2% | Reduced |
| Madden Securities Corp | 1,205 | $206.1K | 0.08% | +1,205 | New |
| Wimmer Associates 1, LLC | 1,275 | $208.2K | 0.11% | −415−24.6% | Reduced |
| Headinvest, LLC | 1,225 | $209.5K | 0.04% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 1,229 | $210.2K | 0.11% | +330+36.7% | Added |
| RFG - Bristol Wealth Advisors, LLC | 1,235 | $211.2K | 0.07% | +9+0.7% | Added |
| Armis Advisers, LLC | 1,240 | $212.1K | 0.02% | +1,240 | New |
| Fisher Asset Management, LLC | 1,240 | $212.2K | 0.00% | −153−11.0% | Reduced |
| Moneta Group Investment Advisors LLC | 1,241 | $212.3K | 0.00% | +1,241 | New |
| Gill Capital Partners, LLC | 1,242 | $212.4K | 0.07% | +10+0.8% | Added |
| Strategic Financial Services, Inc, | 1,244 | $212.8K | 0.01% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,278 | $213.6K | 0.04% | +63+5.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,250 | $213.8K | 0.02% | +1,250 | New |
| Aviance Capital Partners, LLC | 1,250 | $213.8K | 0.03% | +50+4.2% | Added |
| AdvisorNet Financial, Inc | 1,250 | $213.9K | 0.02% | −413−24.8% | Reduced |
| Fulton Bank, N.A. | 1,251 | $214.0K | 0.01% | −79−5.9% | Reduced |
| Synergy Financial Group, LTD | 1,252 | $214.1K | 0.19% | +1,252 | New |
| Vertex Planning Partners, LLC | 1,254 | $214.5K | 0.05% | −49−3.8% | Reduced |
| RFG Advisory, LLC | 1,257 | $214.9K | 0.01% | −6,008−82.7% | Reduced |
| Capital Analysts, LLC | 1,269 | $217.0K | 0.01% | +25+2.0% | Added |
| Optivise Advisory Services LLC | 1,271 | $217.4K | 0.12% | −259−16.9% | Reduced |