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 |
|---|---|---|---|---|---|
| ISAM Funds (UK) Ltd | 4,599 | $786.6K | 0.39% | +3,194+227.3% | Added |
| Texas Yale Capital Corp. | 4,605 | $787.6K | 0.03% | +1,905+70.6% | Added |
| Intrust Bank NA | 4,611 | $788.6K | 0.08% | +602+15.0% | Added |
| Tectonic Advisors LLC | 4,638 | $793.3K | 0.05% | +1,712+58.5% | Added |
| Nomura Holdings Inc | 4,659 | $796.8K | 0.00% | −6,857−59.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 4,666 | $798.1K | 0.17% | −116−2.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,699 | $803.7K | 0.01% | +8+0.2% | Added |
| Philadelphia Trust Co | 4,709 | $805.0K | 0.07% | −1,000−17.5% | Reduced |
| WSFS Capital Management, LLC | 4,741 | $810.8K | 0.05% | −1,544−24.6% | Reduced |
| Aaron Wealth Advisors | 4,767 | $815.3K | 0.09% | +86+1.8% | Added |
| Hunter Associates Investment Management LLC | 4,763 | $816.0K | 0.13% | −536−10.1% | Reduced |
| Forum Financial Management, LP | 4,797 | $820.4K | 0.01% | +229+5.0% | Added |
| Meyer Handelman Co | 4,800 | $820.9K | 0.03% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 4,835 | $826.9K | 0.12% | +1,956+67.9% | Added |
| Harbour Investments, Inc. | 4,857 | $830.6K | 0.02% | −352−6.8% | Reduced |
| Arete Wealth Advisors, LLC | 4,863 | $832.0K | 0.06% | +160+3.4% | Added |
| Money Concepts Capital Corp | 4,869 | $832.8K | 0.06% | +624+14.7% | Added |
| SlateStone Wealth, LLC | 4,882 | $835.0K | 0.08% | −1,999−29.1% | Reduced |
| RBF Capital, LLC | 4,900 | $838.0K | 0.05% | +4,900 | New |
| Gen-Wealth Partners Inc | 4,926 | $842.5K | 0.35% | +1,212+32.6% | Added |
| Advisors Capital Management, LLC | 4,947 | $846.2K | 0.01% | +503+11.3% | Added |
| Burke & Herbert Bank & Trust Co | 4,950 | $846.6K | 0.20% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,980 | $851.7K | 0.03% | +182+3.8% | Added |
| RiverFront Investment Group, LLC | 4,988 | $853.1K | 0.02% | −1,589−24.2% | Reduced |
| Rockland Trust Co | 4,998 | $854.8K | 0.04% | +4,998 | New |
| Prescott Group Capital Management, L.L.C. | 5,000 | $855.1K | 0.12% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 5,007 | $856.3K | 0.02% | −4,326−46.4% | Reduced |
| KFG Wealth Management, LLC | 5,039 | $861.8K | 0.16% | +682+15.7% | Added |
| Miracle Mile Advisors, LLC | 5,042 | $862.3K | 0.02% | −2,041−28.8% | Reduced |
| Chilton Capital Management LLC | 5,045 | $862.8K | 0.04% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 5,057 | $864.9K | 0.03% | −37,020−88.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,067 | $866.6K | 0.05% | +655+14.8% | Added |
| Oxler Private Wealth LLC | 5,078 | $868.5K | 0.31% | +41+0.8% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $872.3K | 0.02% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 5,105 | $873.1K | 0.06% | +963+23.2% | Added |
| Kestra Investment Management, LLC | 5,125 | $876.5K | 0.03% | +4,989+3,668.4% | Added |
| Simplex Trading, LLC | 5,145 | $879.0K | 0.03% | −84,573−94.3% | Reduced |
| Bradley Foster & Sargent Inc | 5,152 | $881.1K | 0.02% | +189+3.8% | Added |
| Portside Wealth Group, LLC | 5,156 | $881.8K | 0.14% | +894+21.0% | Added |
| Wendell David Associates Inc | 5,195 | $889.0K | 0.09% | 00.0% | Unchanged |
| Sylvest Advisors, LLC | 5,220 | $892.8K | 0.56% | +568+12.2% | Added |
| Empirical Finance, LLC | 5,231 | $894.7K | 0.05% | +177+3.5% | Added |
| Apollon Wealth Management, LLC | 5,237 | $895.8K | 0.02% | +101+2.0% | Added |
| Arkadios Wealth Advisors | 5,299 | $906.2K | 0.03% | +5,299 | New |
| Congress Wealth Management LLC | 5,310 | $906.2K | 0.01% | +1,648+45.0% | Added |
| Cornerstone Advisors, LLC | 5,300 | $906.5K | 0.04% | −2,800−34.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,325 | $910.7K | 0.02% | −20.0% | Reduced |
| SNS Financial Group, LLC | 5,332 | $912.0K | 0.09% | −290−5.2% | Reduced |
| Omers Administration Corp | 5,348 | $914.7K | 0.01% | −888−14.2% | Reduced |
| Benin Management CORP | 5,354 | $915.7K | 0.26% | −100−1.8% | Reduced |
| Bayesian Capital Management, LP | 5,365 | $917.6K | 0.15% | −16,537−75.5% | Reduced |
| Provident Investment Management, Inc. | 5,375 | $919.3K | 0.09% | +5,375 | New |
| Busey Wealth Management | 5,386 | $921.2K | 0.03% | −10.0% | Reduced |
| Van Cleef Asset Management,Inc | 5,398 | $923.2K | 0.10% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 5,413 | $925.8K | 0.47% | +5,413 | New |
| We Are One Seven, LLC | 5,423 | $927.5K | 0.04% | +2,705+99.5% | Added |
| Roundview Capital LLC | 5,471 | $935.7K | 0.07% | −853−13.5% | Reduced |
| Sequoia Financial Advisors, LLC | 5,509 | $942.3K | 0.01% | +181+3.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,546 | $948.5K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,580 | $953.0K | 0.00% | +818+17.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $957.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5,609 | $959.3K | 0.10% | +171+3.1% | Added |
| Waterfront Wealth Inc. | 5,706 | $975.9K | 0.24% | −38−0.7% | Reduced |
| IHT Wealth Management, LLC | 5,725 | $979.2K | 0.03% | +490+9.4% | Added |
| Virtu Financial LLC | 5,745 | $982.0K | 0.05% | −19,262−77.0% | Reduced |
| GTS Securities LLC | 5,743 | $982.2K | 0.04% | −310−5.1% | Reduced |
| Pollock Investment Advisors, LLC | 5,750 | $983.4K | 0.80% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5,775 | $987.5K | 0.91% | +381+7.1% | Added |
| Smith, Moore & Co. | 5,806 | $993.0K | 0.09% | −50−0.9% | Reduced |
| Peak Retirement Planning, Inc. | 5,818 | $995.1K | 0.55% | +1,048+22.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 6,219 | $999.3K | 0.05% | +6,219 | New |
| Prosperity Consulting Group, LLC | 5,856 | $1.00M | 0.08% | −915−13.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,879 | $1.01M | 0.04% | +4,582+353.3% | Added |
| Trivant Custom Portfolio Group, LLC | 5,891 | $1.01M | 0.58% | +1,668+39.5% | Added |
| Scotia Capital Inc. | 5,894 | $1.01M | 0.01% | −24,667−80.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,894 | $1.01M | 0.48% | +1,744+42.0% | Added |
| GAMMA Investing LLC | 5,909 | $1.01M | 0.08% | +420+7.7% | Added |
| Stock Yards Bank & Trust Co | 5,922 | $1.01M | 0.04% | −1,228−17.2% | Reduced |
| Precedent Wealth Partners, LLC | 5,926 | $1.01M | 0.28% | +1,743+41.7% | Added |
| Principal Securities, Inc. | 6,007 | $1.02M | 0.02% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 5,957 | $1.02M | 0.70% | −50−0.8% | Reduced |
| NewEdge Wealth, LLC | 6,049 | $1.03M | 0.02% | −606−9.1% | Reduced |
| Lido Advisors, LLC | 6,057 | $1.04M | 0.01% | −608−9.1% | Reduced |
| Retirement Guys Formula LLC | 6,064 | $1.04M | 0.52% | +1,994+49.0% | Added |
| Burns J W & Co Inc | 6,178 | $1.06M | 0.14% | −647−9.5% | Reduced |
| Geneos Wealth Management Inc. | 6,219 | $1.06M | 0.04% | −908−12.7% | Reduced |
| RB Capital Management, LLC | 6,228 | $1.07M | 0.26% | −286−4.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,263 | $1.07M | 0.01% | −639−9.3% | Reduced |
| Crew Capital Management, Ltd. | 6,301 | $1.08M | 0.88% | +75+1.2% | Added |
| Stegent Equity Advisors, Inc. | 6,349 | $1.09M | 1.10% | +1,606+33.9% | Added |
| Campbell Newman Asset Management Inc | 6,379 | $1.09M | 0.09% | −3,191−33.3% | Reduced |
| Clearbridge Investments, LLC | 6,440 | $1.10M | 0.00% | +2,000+45.0% | Added |
| Tempus Wealth Planning, LLC | 6,456 | $1.10M | 0.33% | +88+1.4% | Added |
| Huntington National Bank | 6,488 | $1.11M | 0.01% | −764−10.5% | Reduced |
| Intellectus Partners, LLC | 6,535 | $1.12M | 0.28% | +266+4.2% | Added |
| Herold Advisors, Inc. | 6,587 | $1.13M | 0.25% | −1,124−14.6% | Reduced |
| Howland Capital Management LLC | 6,596 | $1.13M | 0.05% | 00.0% | Unchanged |
| Gouws Capital LLC | 6,600 | $1.13M | 0.74% | 00.0% | Unchanged |
| Adviser Investments LLC | 6,627 | $1.13M | 0.01% | −175−2.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,657 | $1.14M | 0.05% | −977−12.8% | Reduced |