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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 13,666 | $2.34M | 0.02% | +10,647+352.7% | Added |
| Argyle Capital Management Inc. | 13,511 | $2.31M | 0.86% | +1,038+8.3% | Added |
| Arnhold LLC | 13,480 | $2.31M | 0.23% | +6,201+85.2% | Added |
| Auxier Asset Management | 13,435 | $2.30M | 0.34% | +550+4.3% | Added |
| Rakuten Investment Management, Inc. | 13,504 | $2.29M | 0.01% | +13,504 | New |
| Settian Capital LP | 13,400 | $2.29M | 1.78% | +5,000+59.5% | Added |
| Promethium Advisors,llc | 13,375 | $2.29M | 1.47% | +5,857+77.9% | Added |
| Colonial Trust Co | 13,228 | $2.26M | 0.35% | −1,023−7.2% | Reduced |
| Dark Forest Capital Management LP | 13,188 | $2.26M | 0.10% | +10,598+409.2% | Added |
| Swiss Life Asset Management Ltd | 13,153 | $2.25M | 0.02% | +5,951+82.6% | Added |
| Prospera Financial Services Inc | 13,072 | $2.24M | 0.05% | −10,950−45.6% | Reduced |
| Woodstock Corp | 13,072 | $2.24M | 0.22% | +6,176+89.6% | Added |
| Gabelli Funds LLC | 13,000 | $2.22M | 0.02% | +8,750+205.9% | Added |
| Sowell Financial Services LLC | 12,996 | $2.22M | 0.10% | +2,618+25.2% | Added |
| Federation des caisses Desjardins du Quebec | 12,904 | $2.21M | 0.01% | +50+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 12,828 | $2.19M | 0.02% | −407−3.1% | Reduced |
| Alps Advisors Inc | 12,748 | $2.18M | 0.01% | +449+3.7% | Added |
| J.W. Cole Advisors, Inc. | 12,697 | $2.17M | 0.07% | +10,207+409.9% | Added |
| Central Trust Co | 12,690 | $2.17M | 0.05% | −108−0.8% | Reduced |
| Oregon Public Employees Retirement Fund | 12,676 | $2.17M | 0.04% | +10+0.1% | Added |
| Avantax Advisory Services, Inc. | 12,634 | $2.16M | 0.01% | +1,455+13.0% | Added |
| NorthCrest Asset Manangement, LLC | 12,622 | $2.16M | 0.07% | −481−3.7% | Reduced |
| Moors & Cabot, Inc. | 12,552 | $2.15M | 0.11% | +3,251+35.0% | Added |
| Fragasso Group Inc. | 12,531 | $2.14M | 0.16% | −8,421−40.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 12,500 | $2.14M | 0.50% | 00.0% | Unchanged |
| Woodline Partners LP | 12,482 | $2.13M | 0.01% | −39,588−76.0% | Reduced |
| Wolverine Trading, LLC | 12,540 | $2.13M | 0.07% | −16,535−56.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,433 | $2.12M | 0.02% | +2,954+31.2% | Added |
| Capital Investment Advisors, LLC | 12,349 | $2.11M | 0.04% | −21,794−63.8% | Reduced |
| Wealthspire Advisors, LLC | 12,332 | $2.11M | 0.01% | +6,383+107.3% | Added |
| Siemens Fonds Invest GmbH | 12,293 | $2.10M | 0.14% | −78−0.6% | Reduced |
| Ami Investment Management Inc | 12,260 | $2.10M | 0.68% | +1,255+11.4% | Added |
| Next Level Private LLC | 12,251 | $2.10M | 0.78% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,122 | $2.07M | 0.01% | +907+8.1% | Added |
| Atria Investments LLC | 12,086 | $2.07M | 0.03% | −8,715−41.9% | Reduced |
| Mizuho Securities USA LLC | 11,830 | $2.02M | 0.04% | −2,172−15.5% | Reduced |
| IFG Advisory, LLC | 11,664 | $1.99M | 0.11% | +5,403+86.3% | Added |
| R.H. Dinel Investment Counsel, Inc. | 11,590 | $1.98M | 1.35% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,576 | $1.98M | 0.03% | +1,940+20.1% | Added |
| Greenleaf Trust | 11,507 | $1.97M | 0.02% | +1,270+12.4% | Added |
| Cim, LLC | 11,500 | $1.97M | 0.29% | +1,161+11.2% | Added |
| Hazlett, Burt & Watson, Inc. | 11,479 | $1.96M | 0.88% | +125+1.1% | Added |
| Wellington Management Group LLP | 11,371 | $1.94M | 0.00% | +10,100+794.6% | Added |
| Teachers Retirement System of the State of Kentucky | 11,321 | $1.94M | 0.02% | +310+2.8% | Added |
| Knollwood Investment Advisory, LLC | 11,268 | $1.93M | 0.21% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 11,077 | $1.89M | 0.01% | −29,132−72.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 10,973 | $1.88M | 0.29% | +761+7.5% | Added |
| Bridgewater Associates, LP | 10,944 | $1.87M | 0.01% | −15,579−58.7% | Reduced |
| ICW Investment Advisors LLC | 10,903 | $1.86M | 0.76% | +59+0.5% | Added |
| Harvest Investment Advisors, LLC | 10,859 | $1.86M | 1.34% | +3,087+39.7% | Added |
| 1832 Asset Management L.P. | 10,783 | $1.84M | 0.00% | −3,622−25.1% | Reduced |
| Candriam Luxembourg S.C.A. | 10,746 | $1.84M | 0.01% | −3,251−23.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,741 | $1.84M | 0.02% | +4,545+73.4% | Added |
| MOKAN Wealth Management Inc. | 10,608 | $1.81M | 1.09% | +745+7.6% | Added |
| Venture Visionary Partners LLC | 10,530 | $1.80M | 0.08% | −3,291−23.8% | Reduced |
| Keybank National Association | 10,386 | $1.78M | 0.01% | −714−6.4% | Reduced |
| Physicians Financial Services, Inc. | 10,359 | $1.77M | 0.58% | −309−2.9% | Reduced |
| Wallace Capital Management Inc. | 10,355 | $1.77M | 0.23% | −415−3.9% | Reduced |
| Thrive Capital Management, LLC | 10,319 | $1.76M | 1.05% | −3,559−25.6% | Reduced |
| Zurich Insurance Group Ltd | 10,200 | $1.74M | 0.01% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 10,200 | $1.74M | 0.43% | +10,200 | New |
| Rafferty Asset Management, LLC | 10,186 | $1.74M | 0.01% | −2,639−20.6% | Reduced |
| Wescott Financial Advisory Group, LLC | 10,051 | $1.72M | 0.18% | +58+0.6% | Added |
| Westhampton Capital, LLC | 9,947 | $1.70M | 0.93% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 9,943 | $1.70M | 0.05% | −205−2.0% | Reduced |
| Change Path, LLC | 9,794 | $1.68M | 0.05% | +3,293+50.7% | Added |
| Leavell Investment Management, Inc. | 9,792 | $1.67M | 0.08% | +48+0.5% | Added |
| Lantz Financial LLC | 9,749 | $1.67M | 0.46% | −74−0.8% | Reduced |
| Kingsview Wealth Management, LLC | 9,605 | $1.64M | 0.03% | −50,802−84.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,530 | $1.63M | 0.18% | −67−0.7% | Reduced |
| Delta Global Management LP | 9,403 | $1.61M | 0.12% | +9,403 | New |
| Pacific Point Advisors, LLC | 9,356 | $1.60M | 0.90% | +655+7.5% | Added |
| Inscription Capital, LLC | 8,057 | $1.57M | 0.26% | +8,057 | New |
| Smithfield Trust Co | 9,124 | $1.56M | 0.08% | −250−2.7% | Reduced |
| Acadian Asset Management LLC | 9,102 | $1.55M | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 9,033 | $1.54M | 0.32% | +5,860+184.7% | Added |
| Panagora Asset Management Inc | 9,032 | $1.54M | 0.01% | −8,177−47.5% | Reduced |
| Hartford Investment Management Co | 8,988 | $1.54M | 0.05% | −93−1.0% | Reduced |
| Citizens Financial Group Inc | 8,911 | $1.52M | 0.03% | −837−8.6% | Reduced |
| Lafayette Investments, Inc. | 8,902 | $1.52M | 0.32% | +10.0% | Added |
| SG Americas Securities, LLC | 8,815 | $1.51M | 0.01% | +4,236+92.5% | Added |
| CoreCap Advisors, LLC | 8,812 | $1.51M | 0.07% | +520+6.3% | Added |
| GWM Advisors LLC | 8,811 | $1.51M | 0.01% | +2,569+41.2% | Added |
| Toth Financial Advisory Corp | 8,794 | $1.50M | 0.18% | −889−9.2% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 8,766 | $1.50M | 1.44% | −208−2.3% | Reduced |
| Castle Rock Wealth Management, LLC | 8,860 | $1.50M | 0.40% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8,808 | $1.49M | 0.04% | +3,160+55.9% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,628 | $1.48M | 1.09% | 00.0% | Unchanged |
| Shelton Capital Management | 8,626 | $1.48M | 0.04% | −44−0.5% | Reduced |
| LCNB Corp | 8,618 | $1.47M | 0.54% | 00.0% | Unchanged |
| Ostrum Asset Management | 8,600 | $1.47M | 0.08% | +7,047+453.8% | Added |
| IFP Advisors, Inc | 8,594 | $1.47M | 0.05% | −4,398−33.9% | Reduced |
| Commonwealth Retirement Investments LLC | 8,572 | $1.47M | 0.60% | +1,549+22.1% | Added |
| Ossiam | 8,531 | $1.46M | 0.02% | +2,087+32.4% | Added |
| LMR Partners LLP | 8,525 | $1.46M | 0.03% | +8,525 | New |
| Hudson Bay Capital Management LP | 8,478 | $1.45M | 0.01% | +8,478 | New |
| Resources Investment Advisors, LLC. | 8,448 | $1.44M | 0.02% | +4,825+133.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,424 | $1.44M | 0.01% | +4,525+116.1% | Added |
| Integrated Wealth Concepts LLC | 8,197 | $1.40M | 0.02% | −419−4.9% | Reduced |
| Clark & Stuart, Inc | 8,180 | $1.40M | 1.02% | +4,320+111.9% | Added |