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 |
|---|---|---|---|---|---|
| Banco BTG Pactual S.A. | 1,630 | $278.8K | 0.07% | +1,630 | New |
| International Private Wealth Advisors LLC | 1,634 | $279.5K | 0.27% | +238+17.0% | Added |
| Northcape Wealth Management, LLC | 1,637 | $280.1K | 0.09% | +330+25.2% | Added |
| Cary Street Partners Financial LLC | 1,638 | $280.1K | 0.01% | −215−11.6% | Reduced |
| Abacus Planning Group, Inc. | 1,648 | $281.8K | 0.05% | +1,648 | New |
| RSM US Wealth Management LLC | 1,649 | $282.1K | 0.00% | −594−26.5% | Reduced |
| First National Advisers, LLC | 1,650 | $282.2K | 0.05% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 1,654 | $282.9K | 0.29% | +1,654 | New |
| Clearview Wealth Advisors LLC | 1,654 | $282.9K | 0.21% | +1,654 | New |
| Eastern Bank | 1,660 | $283.9K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,667 | $285.1K | 0.01% | +1,667 | New |
| Bluesphere Advisors, LLC | 1,670 | $285.6K | 0.16% | +1,670 | New |
| Bogart Wealth, LLC | 1,672 | $285.9K | 0.01% | +4+0.2% | Added |
| SeaCrest Wealth Management, LLC | 1,674 | $286.2K | 0.03% | −29−1.7% | Reduced |
| Mechanics Bank Trust Department | 1,675 | $286.5K | 0.04% | −1,025−38.0% | Reduced |
| Gateway Investment Advisers LLC | 1,675 | $286.5K | 0.00% | +1,675 | New |
| Nicholas Hoffman & Company, LLC. | 1,679 | $287.2K | 0.01% | −204−10.8% | Reduced |
| Capstone Investment Advisors, LLC | 1,680 | $287.3K | 0.00% | −12,260−87.9% | Reduced |
| Barr E S & Co | 1,686 | $288.4K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,688 | $289.0K | 0.03% | +1,688 | New |
| Chicago Trust Co NA | 1,690 | $289.0K | 0.05% | +341+25.3% | Added |
| GWN Securities Inc. | 1,686 | $289.6K | 0.02% | +1,686 | New |
| SCS Capital Management LLC | 1,707 | $291.9K | 0.00% | +1,707 | New |
| Philip James Wealth Mangement, LLC | 1,708 | $292.1K | 0.04% | +1,708 | New |
| Valley Brook Capital Group | 1,720 | $294.2K | 0.23% | −810−32.0% | Reduced |
| Los Angeles Capital Management LLC | 1,730 | $295.9K | 0.00% | +1,730 | New |
| Kathmere Capital Management, LLC | 1,732 | $296.2K | 0.03% | −638−26.9% | Reduced |
| Monterey Private Wealth, Inc. | 1,732 | $296.2K | 0.09% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,748 | $299.0K | 0.03% | +30+1.7% | Added |
| Cannon Financial Strategists, Inc. | 1,760 | $301.0K | 0.05% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,762 | $301.4K | 0.00% | −151,281−98.8% | Reduced |
| Silver Oak Securities, Inc | 1,799 | $305.6K | 0.03% | +12+0.7% | Added |
| BSW Wealth Partners | 1,788 | $305.8K | 0.05% | +574+47.3% | Added |
| Sanchez Wealth Management Group | 1,799 | $307.7K | 0.08% | 00.0% | Unchanged |
| Tradewinds, LLC. | 1,800 | $307.9K | 0.09% | 00.0% | Unchanged |
| Capital Research Global Investors | 1,800 | $307.9K | 0.00% | +1,800 | New |
| Abn Amro Investment Solutions | 1,801 | $308.0K | 0.01% | −366−16.9% | Reduced |
| Apella Capital, LLC | 1,882 | $308.9K | 0.01% | +1,882 | New |
| Courier Capital LLC | 1,821 | $311.4K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 1,824 | $312.0K | 0.06% | +419+29.8% | Added |
| MBB Public Markets I LLC | 1,844 | $315.4K | 0.04% | +1,844 | New |
| Simmons Bank | 1,848 | $316.1K | 0.02% | −28−1.5% | Reduced |
| Townsend & Associates, Inc | 1,900 | $316.3K | 0.03% | 00.0% | Unchanged |
| Sippican Capital Advisors | 1,850 | $316.4K | 0.24% | 00.0% | Unchanged |
| Encompass More Asset Management | 1,864 | $318.8K | 0.10% | +113+6.5% | Added |
| Silverlake Wealth Management LLC | 1,866 | $319.1K | 0.12% | +2+0.1% | Added |
| Principle Wealth Partners LLC | 1,869 | $319.7K | 0.02% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 1,875 | $320.7K | 0.15% | 00.0% | Unchanged |
| Graypoint LLC | 1,877 | $321.0K | 0.02% | −160−7.9% | Reduced |
| Grandfield & Dodd, LLC | 1,897 | $324.6K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,898 | $324.6K | 0.05% | +1,898 | New |
| Wellington Shields & Co., LLC | 1,900 | $325.0K | 0.10% | +100+5.6% | Added |
| Pinnacle Associates Ltd | 1,909 | $326.6K | 0.00% | −78−3.9% | Reduced |
| Northern Oak Wealth Management Inc | 1,911 | $326.8K | 0.04% | +1,911 | New |
| Level Four Advisory Services, LLC | 1,914 | $327.4K | 0.01% | +74+4.0% | Added |
| First National Bank & Trust Co of Newtown | 1,916 | $327.7K | 0.07% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,933 | $330.6K | 0.02% | +1,933 | New |
| Heritage Investment Group, Inc. | 1,936 | $331.1K | 0.06% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 1,950 | $333.5K | 0.28% | +104+5.6% | Added |
| Pavion Blue Capital, LLC | 1,952 | $333.9K | 0.16% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,966 | $336.2K | 0.01% | +1,966 | New |
| Global View Capital Management LLC | 1,969 | $336.8K | 0.12% | +469+31.3% | Added |
| FineMark National Bank & Trust | 1,980 | $338.6K | 0.01% | −3−0.2% | Reduced |
| Woodmont Investment Counsel LLC | 1,995 | $341.2K | 0.02% | −2,380−54.4% | Reduced |
| Blue Edge Capital, LLC | 2,000 | $342.1K | 0.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,000 | $342.1K | 0.07% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,001 | $342.2K | 0.01% | +371+22.8% | Added |
| Traphagen Investment Advisors LLC | 2,010 | $343.8K | 0.04% | +187+10.3% | Added |
| First Manhattan Co | 2,012 | $344.1K | 0.00% | −12,168−85.8% | Reduced |
| Vestia Personal Wealth Advisors | 2,015 | $344.6K | 0.27% | +14+0.7% | Added |
| Pinnacle West Asset Management, Inc. | 2,020 | $345.0K | 0.25% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 2,035 | $345.7K | 0.05% | +2,035 | New |
| Virtue Capital Management, LLC | 2,026 | $346.6K | 0.04% | +2,026 | New |
| Clear Harbor Asset Management, LLC | 2,032 | $347.5K | 0.03% | −84−4.0% | Reduced |
| Spinnaker Investment Group, LLC | 2,043 | $349.4K | 0.08% | −10−0.5% | Reduced |
| Jennison Associates LLC | 2,047 | $350.1K | 0.00% | −163,061−98.8% | Reduced |
| Tyler-Stone Wealth Management | 2,055 | $351.5K | 0.06% | −59−2.8% | Reduced |
| Jefferies Financial Group Inc. | 2,056 | $351.6K | 0.01% | −2,374−53.6% | Reduced |
| Northeast Financial Group, Inc. | 2,055 | $351.7K | 0.13% | +4+0.2% | Added |
| New Century Financial Group, LLC | 2,060 | $352.3K | 0.41% | +246+13.6% | Added |
| KG&L Capital Management,LLC | 2,061 | $352.5K | 0.11% | −144−6.5% | Reduced |
| National Asset Management, Inc. | 2,073 | $354.5K | 0.01% | +318+18.1% | Added |
| Raiffeisen Bank International AG | 2,091 | $355.2K | 0.01% | +1,043+99.5% | Added |
| Sunbelt Securities, Inc. | 2,081 | $355.9K | 0.03% | +55+2.7% | Added |
| J2 Capital Management Inc | 2,088 | $357.1K | 0.33% | +35+1.7% | Added |
| Caldwell Trust Co | 2,098 | $358.8K | 0.04% | +250+13.5% | Added |
| Marathon Trading Investment Management LLC | 2,100 | $359.2K | 0.19% | −3,400−61.8% | Reduced |
| Meridian Investment Counsel Inc. | 2,100 | $359.2K | 0.11% | 00.0% | Unchanged |
| Aurora Investment Counsel | 2,115 | $361.7K | 0.20% | −18−0.8% | Reduced |
| Spire Wealth Management | 2,118 | $362.2K | 0.01% | +234+12.4% | Added |
| Econ Financial Services Corp | 2,119 | $362.5K | 0.19% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,121 | $362.8K | 0.01% | +149+7.6% | Added |
| Inceptionr LLC | 2,122 | $362.9K | 0.11% | +2,122 | New |
| Tudor Financial Inc. | 2,130 | $364.3K | 0.22% | +2,130 | New |
| Sigma Planning Corp | 2,134 | $365.0K | 0.01% | −100−4.5% | Reduced |
| Heartland Bank & Trust Co | 2,138 | $365.7K | 0.19% | +2,138 | New |
| Choate Investment Advisors | 2,139 | $365.8K | 0.01% | +60+2.9% | Added |
| Navellier & Associates Inc | 2,195 | $365.8K | 0.05% | −232−9.6% | Reduced |
| Meeder Advisory Services, Inc. | 2,143 | $366.5K | 0.02% | −114−5.1% | Reduced |
| Gitterman Wealth Management, LLC | 2,151 | $368.3K | 0.10% | +2,151 | New |