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 |
|---|---|---|---|---|---|
| SNS Financial Group, LLC | 5,332 | $912.0K | 0.09% | −290−5.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,325 | $910.7K | 0.02% | −20.0% | Reduced |
| Cornerstone Advisors, LLC | 5,300 | $906.5K | 0.04% | −2,800−34.6% | Reduced |
| Congress Wealth Management LLC | 5,310 | $906.2K | 0.01% | +1,648+45.0% | Added |
| Arkadios Wealth Advisors | 5,299 | $906.2K | 0.03% | +5,299 | New |
| Apollon Wealth Management, LLC | 5,237 | $895.8K | 0.02% | +101+2.0% | Added |
| Empirical Finance, LLC | 5,231 | $894.7K | 0.05% | +177+3.5% | Added |
| Sylvest Advisors, LLC | 5,220 | $892.8K | 0.56% | +568+12.2% | Added |
| Wendell David Associates Inc | 5,195 | $889.0K | 0.09% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 5,156 | $881.8K | 0.14% | +894+21.0% | Added |
| Bradley Foster & Sargent Inc | 5,152 | $881.1K | 0.02% | +189+3.8% | Added |
| Simplex Trading, LLC | 5,145 | $879.0K | 0.03% | −84,573−94.3% | Reduced |
| Kestra Investment Management, LLC | 5,125 | $876.5K | 0.03% | +4,989+3,668.4% | Added |
| Applied Finance Capital Management, LLC | 5,105 | $873.1K | 0.06% | +963+23.2% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 5,100 | $872.3K | 0.02% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 5,078 | $868.5K | 0.31% | +41+0.8% | Added |
| Dorsey & Whitney Trust CO LLC | 5,067 | $866.6K | 0.05% | +655+14.8% | Added |
| Parallax Volatility Advisers, L.P. | 5,057 | $864.9K | 0.03% | −37,020−88.0% | Reduced |
| Chilton Capital Management LLC | 5,045 | $862.8K | 0.04% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 5,042 | $862.3K | 0.02% | −2,041−28.8% | Reduced |
| KFG Wealth Management, LLC | 5,039 | $861.8K | 0.16% | +682+15.7% | Added |
| Concurrent Investment Advisors, LLC | 5,007 | $856.3K | 0.02% | −4,326−46.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,000 | $855.1K | 0.12% | 00.0% | Unchanged |
| Rockland Trust Co | 4,998 | $854.8K | 0.04% | +4,998 | New |
| RiverFront Investment Group, LLC | 4,988 | $853.1K | 0.02% | −1,589−24.2% | Reduced |
| Horizon Investments, LLC | 4,980 | $851.7K | 0.03% | +182+3.8% | Added |
| Burke & Herbert Bank & Trust Co | 4,950 | $846.6K | 0.20% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,947 | $846.2K | 0.01% | +503+11.3% | Added |
| Gen-Wealth Partners Inc | 4,926 | $842.5K | 0.35% | +1,212+32.6% | Added |
| RBF Capital, LLC | 4,900 | $838.0K | 0.05% | +4,900 | New |
| SlateStone Wealth, LLC | 4,882 | $835.0K | 0.08% | −1,999−29.1% | Reduced |
| Money Concepts Capital Corp | 4,869 | $832.8K | 0.06% | +624+14.7% | Added |
| Arete Wealth Advisors, LLC | 4,863 | $832.0K | 0.06% | +160+3.4% | Added |
| Harbour Investments, Inc. | 4,857 | $830.6K | 0.02% | −352−6.8% | Reduced |
| Quadcap Wealth Management, LLC | 4,835 | $826.9K | 0.12% | +1,956+67.9% | Added |
| Meyer Handelman Co | 4,800 | $820.9K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,797 | $820.4K | 0.01% | +229+5.0% | Added |
| Hunter Associates Investment Management LLC | 4,763 | $816.0K | 0.13% | −536−10.1% | Reduced |
| Aaron Wealth Advisors | 4,767 | $815.3K | 0.09% | +86+1.8% | Added |
| WSFS Capital Management, LLC | 4,741 | $810.8K | 0.05% | −1,544−24.6% | Reduced |
| Philadelphia Trust Co | 4,709 | $805.0K | 0.07% | −1,000−17.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,699 | $803.7K | 0.01% | +8+0.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 4,666 | $798.1K | 0.17% | −116−2.4% | Reduced |
| Nomura Holdings Inc | 4,659 | $796.8K | 0.00% | −6,857−59.5% | Reduced |
| Tectonic Advisors LLC | 4,638 | $793.3K | 0.05% | +1,712+58.5% | Added |
| Intrust Bank NA | 4,611 | $788.6K | 0.08% | +602+15.0% | Added |
| Texas Yale Capital Corp. | 4,605 | $787.6K | 0.03% | +1,905+70.6% | Added |
| NBT Bank N A | 4,599 | $786.6K | 0.06% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 4,599 | $786.6K | 0.39% | +3,194+227.3% | Added |
| StoneX Group Inc. | 4,597 | $786.1K | 0.04% | +909+24.6% | Added |
| Pinnacle Financial Partners Inc | 4,573 | $779.6K | 0.02% | +122+2.7% | Added |
| Wedbush Securities Inc | 4,554 | $779.0K | 0.03% | −1,595−25.9% | Reduced |
| Wealth Group, Ltd. | 4,545 | $777.0K | 0.50% | +321+7.6% | Added |
| Chiron Capital Management, LLC | 4,502 | $770.0K | 0.70% | +2,200+95.6% | Added |
| Aureus Asset Management, LLC | 4,490 | $767.9K | 0.05% | −510−10.2% | Reduced |
| Guardian Asset Advisors, LLC | 4,477 | $765.6K | 0.50% | −49−1.1% | Reduced |
| Johnson Financial Group, Inc. | 4,470 | $764.5K | 0.04% | +1,200+36.7% | Added |
| Fullcircle Wealth LLC | 4,678 | $762.8K | 0.31% | +645+16.0% | Added |
| Intelligent Financial Strategies | 4,456 | $762.1K | 0.40% | −701−13.6% | Reduced |
| Univest Financial Corp | 4,432 | $758.0K | 0.05% | −68−1.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,410 | $754.2K | 0.14% | +510+13.1% | Added |
| Select Asset Management & Trust | 4,403 | $753.0K | 0.30% | 00.0% | Unchanged |
| Napatree Capital LLC | 4,372 | $747.7K | 0.42% | +446+11.4% | Added |
| Key Financial Inc | 4,362 | $746.0K | 0.16% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,351 | $744.2K | 0.06% | +312+7.7% | Added |
| BKD Wealth Advisors, LLC | 4,340 | $742.3K | 0.02% | −233−5.1% | Reduced |
| Glenview Trust Co | 4,334 | $741.2K | 0.01% | −405−8.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,328 | $740.2K | 0.01% | +334+8.4% | Added |
| Clearstead Advisors, LLC | 4,304 | $736.0K | 0.01% | −2,343−35.2% | Reduced |
| Verdence Capital Advisors LLC | 4,295 | $734.6K | 0.06% | −32−0.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,291 | $733.9K | 0.03% | +134+3.2% | Added |
| Tudor Investment Corp Et Al | 4,253 | $727.4K | 0.01% | +1,046+32.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,235 | $724.3K | 0.05% | −1,070−20.2% | Reduced |
| Oakworth Capital, Inc. | 4,233 | $724.0K | 0.05% | +1,200+39.6% | Added |
| Bayforest Capital Ltd | 4,220 | $721.7K | 0.31% | +3,378+401.2% | Added |
| River Wealth Advisors LLC | 4,216 | $721.0K | 0.10% | +102+2.5% | Added |
| HB Wealth Management, LLC | 4,191 | $716.9K | 0.01% | +606+16.9% | Added |
| Schulhoff & Co Inc | 4,181 | $715.1K | 0.32% | −115−2.7% | Reduced |
| Investment Management Corp of Ontario | 4,131 | $706.5K | 0.01% | +4,131 | New |
| Welch & Forbes LLC | 4,098 | $700.9K | 0.01% | −600−12.8% | Reduced |
| HighPoint Advisor Group LLC | 4,237 | $699.4K | 0.04% | +139+3.4% | Added |
| Maridea Wealth Management LLC | 4,084 | $698.5K | 0.23% | +4,084 | New |
| Bartlett & Co. Wealth Management LLC | 4,078 | $697.5K | 0.01% | −128−3.0% | Reduced |
| Smart Money Group LLC | 4,052 | $693.0K | 0.24% | +1,576+63.7% | Added |
| Independent Wealth Network Inc. | 4,043 | $691.4K | 0.28% | +92+2.3% | Added |
| Bridge Creek Capital Management LLC | 4,020 | $687.5K | 0.22% | +530+15.2% | Added |
| Mission Wealth Management, LP | 4,003 | $684.6K | 0.02% | −357−8.2% | Reduced |
| Wealth Alliance | 4,001 | $684.4K | 0.08% | +2,658+197.9% | Added |
| Marquette Asset Management, LLC | 4,000 | $684.1K | 0.12% | 00.0% | Unchanged |
| Gifford Fong Associates | 4,000 | $684.0K | 0.17% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 3,998 | $683.8K | 0.24% | +535+15.4% | Added |
| Lowe Brockenbrough & Co Inc | 3,989 | $682.2K | 0.04% | +2+0.1% | Added |
| Formidable Asset Management, LLC | 3,976 | $679.9K | 0.11% | +2+0.1% | Added |
| Grandview Asset Management LLC | 3,963 | $678.0K | 0.26% | −44−1.1% | Reduced |
| Ethos Financial Group, LLC | 3,962 | $673.5K | 0.06% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 3,919 | $670.3K | 0.07% | −123−3.0% | Reduced |
| Farmers Trust Co | 3,913 | $669.2K | 0.13% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3,912 | $669.0K | 0.02% | +29+0.7% | Added |
| Silver Coast Investments LLC | 3,899 | $666.8K | 0.25% | +10.0% | Added |
| Old North State Wealth Management, LLC | 3,871 | $664.5K | 0.37% | +840+27.7% | Added |