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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 3,112 | $532.2K | 0.02% | +45+1.5% | Added |
| Snowden Capital Advisors LLC | 3,120 | $533.6K | 0.02% | −16,511−84.1% | Reduced |
| West Family Investments, Inc. | 3,134 | $536.0K | 0.20% | −133−4.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,168 | $541.8K | 0.03% | −2,665−45.7% | Reduced |
| Ade, LLC | 3,170 | $542.2K | 0.31% | −250−7.3% | Reduced |
| one8zero8, LLC | 3,194 | $546.3K | 0.13% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,203 | $547.9K | 0.00% | +600+23.1% | Added |
| Warren Averett Asset Management, LLC | 3,214 | $549.7K | 0.01% | +579+22.0% | Added |
| America First Investment Advisors, LLC | 3,217 | $550.2K | 0.12% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 3,233 | $552.9K | 0.48% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 3,246 | $555.2K | 0.24% | −52−1.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,250 | $555.8K | 0.14% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,270 | $559.3K | 0.00% | +462+16.5% | Added |
| Tower Research Capital LLC (TRC) | 3,272 | $559.6K | 0.02% | −7,053−68.3% | Reduced |
| Alhambra Investment Partners LLC | 3,309 | $565.9K | 0.29% | −531−13.8% | Reduced |
| Tarbox Family Office, Inc. | 3,309 | $566.0K | 0.09% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,324 | $568.5K | 0.09% | +3,324 | New |
| Leonteq Securities AG | 3,398 | $578.4K | 0.04% | +554+19.5% | Added |
| Board of the Pension Protection Fund | 3,400 | $581.5K | 0.66% | −1,100−24.4% | Reduced |
| NBC Securities, Inc. | 3,418 | $584.0K | 0.05% | +3,415+113,833.3% | Added |
| HM Payson & Co | 3,432 | $587.0K | 0.01% | −255−6.9% | Reduced |
| AE Wealth Management LLC | 3,447 | $589.5K | 0.00% | −835−19.5% | Reduced |
| Good Life Advisors, LLC | 3,466 | $592.9K | 0.04% | +298+9.4% | Added |
| International Assets Investment Management, LLC | 3,469 | $593.4K | 0.05% | +627+22.1% | Added |
| SPC Financial, Inc. | 3,522 | $602.4K | 0.05% | +422+13.6% | Added |
| Klingman & Associates, LLC | 3,587 | $613.5K | 0.04% | +134+3.9% | Added |
| Midland Wealth Advisors LLC | 3,600 | $615.7K | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,604 | $616.4K | 0.01% | +3,604 | New |
| Significant Wealth Partners LLC | 3,606 | $616.7K | 0.32% | +593+19.7% | Added |
| Florida Financial Advisors, LLC | 3,634 | $621.5K | 0.25% | −495−12.0% | Reduced |
| Diligent Investors, LLC | 3,645 | $623.4K | 0.15% | −2−0.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,656 | $625.5K | 0.11% | +935+34.4% | Added |
| Fundamentun, LLC | 3,669 | $627.5K | 0.03% | +3,669 | New |
| Harvey Investment Co LLC | 3,674 | $628.0K | 0.07% | 00.0% | Unchanged |
| Summit Global Investments | 3,682 | $630.0K | 0.05% | −631−14.6% | Reduced |
| Ballentine Partners, LLC | 3,704 | $633.5K | 0.01% | +1,065+40.4% | Added |
| Somerset Trust Co | 3,719 | $636.1K | 0.23% | +611+19.7% | Added |
| Eqis Capital Management, Inc. | 3,724 | $637.0K | 0.05% | −937−20.1% | Reduced |
| Parallel Advisors, LLC | 3,745 | $640.5K | 0.01% | −64−1.7% | Reduced |
| Beacon Financial Group | 3,749 | $641.3K | 0.07% | +1,582+73.0% | Added |
| Sherbrooke Park Advisers LLC | 3,769 | $644.6K | 0.30% | +477+14.5% | Added |
| BLB&B Advisors, LLC | 3,770 | $644.8K | 0.03% | −150−3.8% | Reduced |
| Northstar Asset Management LLC | 3,800 | $649.9K | 0.16% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3,817 | $652.8K | 0.01% | +40+1.1% | Added |
| Tevis Investment Management | 3,855 | $652.8K | 0.48% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,840 | $656.8K | 0.03% | −104−2.6% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 3,850 | $658.5K | 0.23% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 3,863 | $660.7K | 0.11% | +1,051+37.4% | Added |
| Old North State Wealth Management, LLC | 3,871 | $664.5K | 0.37% | +840+27.7% | Added |
| Silver Coast Investments LLC | 3,899 | $666.8K | 0.25% | +10.0% | Added |
| Cassaday & Co Wealth Management LLC | 3,912 | $669.0K | 0.02% | +29+0.7% | Added |
| Farmers Trust Co | 3,913 | $669.2K | 0.13% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 3,919 | $670.3K | 0.07% | −123−3.0% | Reduced |
| Ethos Financial Group, LLC | 3,962 | $673.5K | 0.06% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 3,963 | $678.0K | 0.26% | −44−1.1% | Reduced |
| Formidable Asset Management, LLC | 3,976 | $679.9K | 0.11% | +2+0.1% | Added |
| Lowe Brockenbrough & Co Inc | 3,989 | $682.2K | 0.04% | +2+0.1% | Added |
| Hixon Zuercher, LLC | 3,998 | $683.8K | 0.24% | +535+15.4% | Added |
| Gifford Fong Associates | 4,000 | $684.0K | 0.17% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4,000 | $684.1K | 0.12% | 00.0% | Unchanged |
| Wealth Alliance | 4,001 | $684.4K | 0.08% | +2,658+197.9% | Added |
| Mission Wealth Management, LP | 4,003 | $684.6K | 0.02% | −357−8.2% | Reduced |
| Bridge Creek Capital Management LLC | 4,020 | $687.5K | 0.22% | +530+15.2% | Added |
| Independent Wealth Network Inc. | 4,043 | $691.4K | 0.28% | +92+2.3% | Added |
| Smart Money Group LLC | 4,052 | $693.0K | 0.24% | +1,576+63.7% | Added |
| Bartlett & Co. Wealth Management LLC | 4,078 | $697.5K | 0.01% | −128−3.0% | Reduced |
| Maridea Wealth Management LLC | 4,084 | $698.5K | 0.23% | +4,084 | New |
| HighPoint Advisor Group LLC | 4,237 | $699.4K | 0.04% | +139+3.4% | Added |
| Welch & Forbes LLC | 4,098 | $700.9K | 0.01% | −600−12.8% | Reduced |
| Investment Management Corp of Ontario | 4,131 | $706.5K | 0.01% | +4,131 | New |
| Schulhoff & Co Inc | 4,181 | $715.1K | 0.32% | −115−2.7% | Reduced |
| HB Wealth Management, LLC | 4,191 | $716.9K | 0.01% | +606+16.9% | Added |
| River Wealth Advisors LLC | 4,216 | $721.0K | 0.10% | +102+2.5% | Added |
| Bayforest Capital Ltd | 4,220 | $721.7K | 0.31% | +3,378+401.2% | Added |
| Oakworth Capital, Inc. | 4,233 | $724.0K | 0.05% | +1,200+39.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,235 | $724.3K | 0.05% | −1,070−20.2% | Reduced |
| Tudor Investment Corp Et Al | 4,253 | $727.4K | 0.01% | +1,046+32.6% | Added |
| Tokio Marine Asset Management Co Ltd | 4,291 | $733.9K | 0.03% | +134+3.2% | Added |
| Verdence Capital Advisors LLC | 4,295 | $734.6K | 0.06% | −32−0.7% | Reduced |
| Clearstead Advisors, LLC | 4,304 | $736.0K | 0.01% | −2,343−35.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,328 | $740.2K | 0.01% | +334+8.4% | Added |
| Glenview Trust Co | 4,334 | $741.2K | 0.01% | −405−8.5% | Reduced |
| BKD Wealth Advisors, LLC | 4,340 | $742.3K | 0.02% | −233−5.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,351 | $744.2K | 0.06% | +312+7.7% | Added |
| Key Financial Inc | 4,362 | $746.0K | 0.16% | 00.0% | Unchanged |
| Napatree Capital LLC | 4,372 | $747.7K | 0.42% | +446+11.4% | Added |
| Select Asset Management & Trust | 4,403 | $753.0K | 0.30% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 4,410 | $754.2K | 0.14% | +510+13.1% | Added |
| Univest Financial Corp | 4,432 | $758.0K | 0.05% | −68−1.5% | Reduced |
| Intelligent Financial Strategies | 4,456 | $762.1K | 0.40% | −701−13.6% | Reduced |
| Fullcircle Wealth LLC | 4,678 | $762.8K | 0.31% | +645+16.0% | Added |
| Johnson Financial Group, Inc. | 4,470 | $764.5K | 0.04% | +1,200+36.7% | Added |
| Guardian Asset Advisors, LLC | 4,477 | $765.6K | 0.50% | −49−1.1% | Reduced |
| Aureus Asset Management, LLC | 4,490 | $767.9K | 0.05% | −510−10.2% | Reduced |
| Chiron Capital Management, LLC | 4,502 | $770.0K | 0.70% | +2,200+95.6% | Added |
| Wealth Group, Ltd. | 4,545 | $777.0K | 0.50% | +321+7.6% | Added |
| Wedbush Securities Inc | 4,554 | $779.0K | 0.03% | −1,595−25.9% | Reduced |
| Pinnacle Financial Partners Inc | 4,573 | $779.6K | 0.02% | +122+2.7% | Added |
| StoneX Group Inc. | 4,597 | $786.1K | 0.04% | +909+24.6% | Added |
| NBT Bank N A | 4,599 | $786.6K | 0.06% | 00.0% | Unchanged |