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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 1,274 | $217.9K | 0.01% | +1,274 | New |
| Waterloo Capital, L.P. | 1,275 | $218.0K | 0.02% | +7+0.6% | Added |
| Montag A & Associates Inc | 1,275 | $218.1K | 0.01% | −200−13.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,281 | $219.1K | 0.00% | +630+96.8% | Added |
| Beaumont Financial Advisors, LLC | 1,287 | $220.1K | 0.02% | −7−0.5% | Reduced |
| Patriot Investment Management Inc. | 1,293 | $221.1K | 0.02% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,295 | $221.6K | 0.01% | +1,295 | New |
| Equitable Trust Co | 1,300 | $222.3K | 0.01% | −35−2.6% | Reduced |
| Colonial River Wealth Management, LLC | 1,309 | $223.8K | 0.12% | +1+0.1% | Added |
| First Financial Bankshares Inc | 1,313 | $224.6K | 0.00% | +1,313 | New |
| Wolf Group Capital Advisors | 1,315 | $224.9K | 0.08% | +1,315 | New |
| Claris Financial LLC | 1,329 | $225.1K | 0.15% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,320 | $225.8K | 0.02% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,322 | $226.1K | 0.24% | +1,322 | New |
| BCGM Wealth Management, LLC | 1,323 | $226.3K | 0.07% | +10+0.8% | Added |
| Radnor Capital Management, LLC | 1,327 | $227.0K | 0.04% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 1,331 | $227.6K | 0.01% | +1,331 | New |
| McKinley Carter Wealth Services, Inc. | 1,335 | $228.3K | 0.01% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 1,336 | $228.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,337 | $228.7K | 0.00% | +835+166.3% | Added |
| Hartford Financial Management Inc. | 1,338 | $228.8K | 0.05% | −392−22.7% | Reduced |
| Excalibur Management Corp | 1,340 | $229.2K | 0.09% | +1,340 | New |
| Exchange Traded Concepts, LLC | 1,344 | $229.9K | 0.00% | −22,452−94.4% | Reduced |
| Creekmur Asset Management LLC | 1,345 | $230.1K | 0.05% | +1,336+14,844.4% | Added |
| Chapin Davis, Inc. | 1,352 | $231.2K | 0.08% | +48+3.7% | Added |
| Connors Investor Services Inc | 1,360 | $232.6K | 0.02% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,363 | $233.1K | 0.01% | +1,363 | New |
| Capital Investment Advisory Services, LLC | 1,365 | $233.5K | 0.02% | +1,365 | New |
| Vaughan David Investments LLC | 1,370 | $234.0K | 0.01% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,384 | $237.0K | 0.12% | −125−8.3% | Reduced |
| Mitchell Sinkler & Starr | 1,386 | $237.0K | 0.07% | −25−1.8% | Reduced |
| Conscious Wealth Investments, LLC | 1,388 | $237.2K | 0.16% | +1,388 | New |
| Parvin Asset Management, LLC | 1,395 | $238.6K | 0.27% | 00.0% | Unchanged |
| Novare Capital Management LLC | 1,395 | $238.6K | 0.02% | +1,395 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,398 | $239.0K | 0.13% | −38−2.6% | Reduced |
| Massmutual Trust Co FSB | 1,402 | $239.8K | 0.01% | +201+16.7% | Added |
| Abundance Wealth Counselors | 1,408 | $241.0K | 0.05% | +48+3.5% | Added |
| Lane & Associates LLC | 1,411 | $241.4K | 0.13% | +1,411 | New |
| Evergreen Capital Management LLC | 1,414 | $241.8K | 0.01% | +1,414 | New |
| Csenge Advisory Group | 1,454 | $242.2K | 0.01% | −174−10.7% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 1,425 | $243.7K | 0.28% | −25−1.7% | Reduced |
| Stanley-Laman Group, Ltd. | 1,426 | $243.9K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,440 | $246.3K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,440 | $246.3K | 0.07% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 1,441 | $246.5K | 0.13% | +11+0.8% | Added |
| Nwam LLC | 1,442 | $246.7K | 0.02% | −143−9.0% | Reduced |
| Court Place Advisors, LLC | 1,443 | $246.8K | 0.08% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 1,445 | $247.1K | 0.03% | +1,445 | New |
| Synovus Financial Corp | 1,448 | $247.6K | 0.00% | −10−0.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 1,465 | $250.6K | 0.10% | −500−25.4% | Reduced |
| Frederick Financial Consultants, LLC | 1,465 | $250.6K | 0.18% | +12+0.8% | Added |
| MN Wealth Advisors, LLC | 1,468 | $251.2K | 0.15% | −461−23.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,470 | $251.4K | 0.02% | +1,470 | New |
| Berkshire Bank | 1,476 | $252.4K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,484 | $254.0K | 0.05% | +3+0.2% | Added |
| Relyea Zuckerberg Hanson LLC | 1,487 | $254.3K | 0.03% | −258−14.8% | Reduced |
| Amica Retiree Medical Trust | 1,493 | $255.0K | 0.39% | −356−19.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,491 | $255.0K | 0.01% | +33+2.3% | Added |
| Capital Advisors Inc | 1,498 | $256.2K | 0.01% | −607−28.8% | Reduced |
| Kanawha Capital Management LLC | 1,500 | $256.5K | 0.02% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,500 | $256.5K | 0.03% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,500 | $256.5K | 0.01% | −200−11.8% | Reduced |
| Davy Global Fund Management Ltd | 1,501 | $256.7K | 0.03% | +1,501 | New |
| Rossmore Private Capital | 1,501 | $256.8K | 0.03% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,508 | $257.9K | 0.09% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 1,510 | $258.3K | 0.01% | +1,510 | New |
| Westpac Banking Corp | 1,511 | $258.4K | 0.02% | −528−25.9% | Reduced |
| Integrity Alliance, LLC. | 1,523 | $260.5K | 0.01% | +1,523 | New |
| Financial Advisors Network, Inc. | 1,524 | $260.6K | 0.04% | +1,524 | New |
| Crane Advisory, LLC | 1,575 | $260.9K | 0.05% | +1,575 | New |
| Foundations Investment Advisors, LLC | 1,534 | $262.3K | 0.00% | +128+9.1% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,535 | $262.6K | 0.09% | +2+0.1% | Added |
| Avantra Family Wealth, Inc. | 1,539 | $263.1K | 0.25% | +2+0.1% | Added |
| Ramirez Asset Management, Inc. | 1,539 | $263.2K | 0.05% | −450−22.6% | Reduced |
| Catalytic Wealth RIA, LLC | 1,543 | $263.9K | 0.05% | +1,543 | New |
| PFG Advisors | 1,544 | $264.0K | 0.01% | +57+3.8% | Added |
| Ascent Group, LLC | 1,547 | $264.6K | 0.01% | −7,005−81.9% | Reduced |
| Trust Co of Virginia | 1,550 | $265.1K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,562 | $267.1K | 0.02% | +1,562 | New |
| Beverly Hills Private Wealth, LLC | 1,564 | $267.4K | 0.05% | +6+0.4% | Added |
| Keeler Thomas Management LLC | 1,565 | $267.7K | 0.13% | −1,107−41.4% | Reduced |
| Integrated Advisors Network LLC | 1,566 | $267.8K | 0.01% | −410−20.7% | Reduced |
| PVG Asset Management Corp | 1,567 | $268.0K | 1.17% | −134−7.9% | Reduced |
| SL Advisors, LLC | 1,567 | $268.0K | 0.47% | −59−3.6% | Reduced |
| Conning Inc. | 1,569 | $268.3K | 0.01% | −895−36.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,571 | $268.7K | 0.14% | −501−24.2% | Reduced |
| Jane Street Group, LLC | 1,572 | $268.9K | 0.00% | −144,162−98.9% | Reduced |
| Cove Private Wealth, LLC | 1,574 | $269.2K | 0.14% | +30+1.9% | Added |
| 4WEALTH Advisors, Inc. | 1,575 | $269.4K | 0.30% | −5−0.3% | Reduced |
| Marathon Capital Management | 1,580 | $270.2K | 0.07% | +1,580 | New |
| Accurate Wealth Management, LLC | 1,633 | $270.4K | 0.05% | −173−9.6% | Reduced |
| Kessler Investment Group, LLC | 1,593 | $272.5K | 0.13% | +1,518+2,024.0% | Added |
| ORG Wealth Partners, LLC | 1,612 | $273.4K | 0.08% | +1,612 | New |
| Advisors Management Group Inc | 1,600 | $274.0K | 0.06% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 1,607 | $274.8K | 0.04% | +1,607 | New |
| Modern Wealth Management, LLC | 1,609 | $275.2K | 0.01% | +1,609 | New |
| Talon Private Wealth, LLC | 1,615 | $276.2K | 0.04% | −598−27.0% | Reduced |
| Iowa State Bank | 1,616 | $276.4K | 0.06% | −151−8.5% | Reduced |
| Stiles Financial Services Inc | 1,627 | $278.3K | 0.11% | +13+0.8% | Added |
| Fiduciary Family Office, LLC | 1,629 | $278.6K | 0.09% | +1,629 | New |