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 28 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 |
|---|---|---|---|---|---|
| Hutner Capital Management Inc | 8,130 | $1.39M | 0.59% | −161−1.9% | Reduced |
| CWM, LLC | 8,128 | $1.39M | 0.01% | +1,075+15.2% | Added |
| Bath Savings Trust Co | 8,090 | $1.38M | 0.14% | −1,209−13.0% | Reduced |
| Jacobi Capital Management LLC | 8,052 | $1.38M | 0.10% | +1,948+31.9% | Added |
| J.P. Marvel Investment Advisors, LLC | 8,000 | $1.37M | 0.24% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 7,993 | $1.37M | 0.03% | +638+8.7% | Added |
| Allegheny Financial Group LTD | 7,991 | $1.37M | 0.35% | −8−0.1% | Reduced |
| Plato Investment Management Ltd | 7,881 | $1.36M | 0.11% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 7,900 | $1.35M | 0.03% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 7,863 | $1.34M | 0.01% | −333−4.1% | Reduced |
| Gulf International Bank (UK) Ltd | 7,849 | $1.34M | 0.05% | −3,669−31.9% | Reduced |
| Securian Asset Management, Inc | 7,796 | $1.33M | 0.04% | −100−1.3% | Reduced |
| Commerce Bank | 7,780 | $1.33M | 0.01% | −455−5.5% | Reduced |
| Gries Financial LLC | 7,776 | $1.33M | 0.26% | +7,776 | New |
| Allspring Global Investments Holdings, LLC | 7,777 | $1.32M | 0.00% | +1,003+14.8% | Added |
| Robeco Institutional Asset Management B.V. | 7,562 | $1.29M | 0.00% | −3,954−34.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,542 | $1.29M | 0.51% | −300−3.8% | Reduced |
| Ethic Inc. | 7,509 | $1.27M | 0.03% | +112+1.5% | Added |
| Pensionfund Sabic | 7,400 | $1.27M | 0.38% | −1,000−11.9% | Reduced |
| NEOS Investment Management LLC | 7,326 | $1.25M | 0.02% | +1,253+20.6% | Added |
| Novem Group | 7,303 | $1.25M | 0.18% | +1,414+24.0% | Added |
| Norinchukin Bank, The | 7,299 | $1.25M | 0.02% | +923+14.5% | Added |
| Perigon Wealth Management, LLC | 7,293 | $1.25M | 0.03% | +5,661+346.9% | Added |
| Evexia Wealth LLC | 7,591 | $1.25M | 0.45% | −588−7.2% | Reduced |
| Wealthquest Corp | 7,212 | $1.23M | 0.10% | +11+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 7,202 | $1.23M | 0.02% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 7,200 | $1.23M | 0.13% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 7,248 | $1.23M | 0.89% | +66+0.9% | Added |
| Modera Wealth Management, LLC | 7,129 | $1.22M | 0.02% | −725−9.2% | Reduced |
| Sterling Capital Management LLC | 7,116 | $1.22M | 0.02% | −569,322−98.8% | Reduced |
| Tiaa Trust, National Association | 7,054 | $1.21M | 0.00% | −65−0.9% | Reduced |
| Flagship Harbor Advisors, LLC | 6,906 | $1.18M | 0.06% | +96+1.4% | Added |
| Allworth Financial LP | 7,189 | $1.18M | 0.01% | +67+0.9% | Added |
| RKL Wealth Management LLC | 6,891 | $1.18M | 0.11% | +14+0.2% | Added |
| Financial Counselors Inc | 6,881 | $1.18M | 0.02% | +430+6.7% | Added |
| Haverford Trust Co | 6,877 | $1.18M | 0.01% | +22+0.3% | Added |
| New Mexico Educational Retirement Board | 6,878 | $1.18M | 0.04% | −200−2.8% | Reduced |
| Commerzbank Aktiengesellschaft | 6,847 | $1.17M | 0.03% | +2,908+73.8% | Added |
| Park Avenue Securities LLC | 6,847 | $1.17M | 0.01% | +554+8.8% | Added |
| Marshall Financial Group LLC | 6,829 | $1.17M | 0.26% | +1,652+31.9% | Added |
| DoubleLine ETF Adviser LP | 6,817 | $1.17M | 0.39% | −1,607−19.1% | Reduced |
| Maryland State Retirement & Pension System | 6,808 | $1.16M | 0.03% | −968−12.4% | Reduced |
| London Co of Virginia | 6,808 | $1.16M | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 6,777 | $1.16M | 0.01% | −23,093−77.3% | Reduced |
| Savant Capital, LLC | 6,772 | $1.16M | 0.01% | −810−10.7% | Reduced |
| Crossmark Global Holdings, Inc. | 6,764 | $1.16M | 0.02% | −126−1.8% | Reduced |
| S-Bank Fund Management Ltd | 6,737 | $1.15M | 0.22% | +6,737 | New |
| Citadel Advisors LLC | 6,707 | $1.15M | 0.00% | −295,965−97.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,657 | $1.14M | 0.05% | −977−12.8% | Reduced |
| Adviser Investments LLC | 6,627 | $1.13M | 0.01% | −175−2.6% | Reduced |
| Gouws Capital LLC | 6,600 | $1.13M | 0.74% | 00.0% | Unchanged |
| Howland Capital Management LLC | 6,596 | $1.13M | 0.05% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 6,587 | $1.13M | 0.25% | −1,124−14.6% | Reduced |
| Intellectus Partners, LLC | 6,535 | $1.12M | 0.28% | +266+4.2% | Added |
| Huntington National Bank | 6,488 | $1.11M | 0.01% | −764−10.5% | Reduced |
| Tempus Wealth Planning, LLC | 6,456 | $1.10M | 0.33% | +88+1.4% | Added |
| Clearbridge Investments, LLC | 6,440 | $1.10M | 0.00% | +2,000+45.0% | Added |
| Campbell Newman Asset Management Inc | 6,379 | $1.09M | 0.09% | −3,191−33.3% | Reduced |
| Stegent Equity Advisors, Inc. | 6,349 | $1.09M | 1.10% | +1,606+33.9% | Added |
| Crew Capital Management, Ltd. | 6,301 | $1.08M | 0.88% | +75+1.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,263 | $1.07M | 0.01% | −639−9.3% | Reduced |
| RB Capital Management, LLC | 6,228 | $1.07M | 0.26% | −286−4.4% | Reduced |
| Geneos Wealth Management Inc. | 6,219 | $1.06M | 0.04% | −908−12.7% | Reduced |
| Burns J W & Co Inc | 6,178 | $1.06M | 0.14% | −647−9.5% | Reduced |
| Retirement Guys Formula LLC | 6,064 | $1.04M | 0.52% | +1,994+49.0% | Added |
| Lido Advisors, LLC | 6,057 | $1.04M | 0.01% | −608−9.1% | Reduced |
| NewEdge Wealth, LLC | 6,049 | $1.03M | 0.02% | −606−9.1% | Reduced |
| Massachusetts Wealth Management | 5,957 | $1.02M | 0.70% | −50−0.8% | Reduced |
| Principal Securities, Inc. | 6,007 | $1.02M | 0.02% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 5,926 | $1.01M | 0.28% | +1,743+41.7% | Added |
| Stock Yards Bank & Trust Co | 5,922 | $1.01M | 0.04% | −1,228−17.2% | Reduced |
| GAMMA Investing LLC | 5,909 | $1.01M | 0.08% | +420+7.7% | Added |
| Caldwell Sutter Capital, Inc. | 5,894 | $1.01M | 0.48% | +1,744+42.0% | Added |
| Scotia Capital Inc. | 5,894 | $1.01M | 0.01% | −24,667−80.7% | Reduced |
| Trivant Custom Portfolio Group, LLC | 5,891 | $1.01M | 0.58% | +1,668+39.5% | Added |
| Ashton Thomas Private Wealth, LLC | 5,879 | $1.01M | 0.04% | +4,582+353.3% | Added |
| Prosperity Consulting Group, LLC | 5,856 | $1.00M | 0.08% | −915−13.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 6,219 | $999.3K | 0.05% | +6,219 | New |
| Peak Retirement Planning, Inc. | 5,818 | $995.1K | 0.55% | +1,048+22.0% | Added |
| Smith, Moore & Co. | 5,806 | $993.0K | 0.09% | −50−0.9% | Reduced |
| Winnow Wealth LLC | 5,775 | $987.5K | 0.91% | +381+7.1% | Added |
| Pollock Investment Advisors, LLC | 5,750 | $983.4K | 0.80% | 00.0% | Unchanged |
| GTS Securities LLC | 5,743 | $982.2K | 0.04% | −310−5.1% | Reduced |
| Virtu Financial LLC | 5,745 | $982.0K | 0.05% | −19,262−77.0% | Reduced |
| IHT Wealth Management, LLC | 5,725 | $979.2K | 0.03% | +490+9.4% | Added |
| Waterfront Wealth Inc. | 5,706 | $975.9K | 0.24% | −38−0.7% | Reduced |
| Private Trust Co NA | 5,609 | $959.3K | 0.10% | +171+3.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,600 | $957.8K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,580 | $953.0K | 0.00% | +818+17.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,546 | $948.5K | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,509 | $942.3K | 0.01% | +181+3.4% | Added |
| Roundview Capital LLC | 5,471 | $935.7K | 0.07% | −853−13.5% | Reduced |
| We Are One Seven, LLC | 5,423 | $927.5K | 0.04% | +2,705+99.5% | Added |
| Farringdon Capital, Ltd. | 5,413 | $925.8K | 0.47% | +5,413 | New |
| Van Cleef Asset Management,Inc | 5,398 | $923.2K | 0.10% | 00.0% | Unchanged |
| Busey Wealth Management | 5,386 | $921.2K | 0.03% | −10.0% | Reduced |
| Provident Investment Management, Inc. | 5,375 | $919.3K | 0.09% | +5,375 | New |
| Bayesian Capital Management, LP | 5,365 | $917.6K | 0.15% | −16,537−75.5% | Reduced |
| Benin Management CORP | 5,354 | $915.7K | 0.26% | −100−1.8% | Reduced |
| Omers Administration Corp | 5,348 | $914.7K | 0.01% | −888−14.2% | Reduced |