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 29 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 |
|---|---|---|---|---|---|
| Lifeworks Advisors, LLC | 3,863 | $660.7K | 0.11% | +1,051+37.4% | Added |
| Valley Forge Investment Consultants Inc Adv | 3,850 | $658.5K | 0.23% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,840 | $656.8K | 0.03% | −104−2.6% | Reduced |
| Tevis Investment Management | 3,855 | $652.8K | 0.48% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3,817 | $652.8K | 0.01% | +40+1.1% | Added |
| Northstar Asset Management LLC | 3,800 | $649.9K | 0.16% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,770 | $644.8K | 0.03% | −150−3.8% | Reduced |
| Sherbrooke Park Advisers LLC | 3,769 | $644.6K | 0.30% | +477+14.5% | Added |
| Beacon Financial Group | 3,749 | $641.3K | 0.07% | +1,582+73.0% | Added |
| Parallel Advisors, LLC | 3,745 | $640.5K | 0.01% | −64−1.7% | Reduced |
| Eqis Capital Management, Inc. | 3,724 | $637.0K | 0.05% | −937−20.1% | Reduced |
| Somerset Trust Co | 3,719 | $636.1K | 0.23% | +611+19.7% | Added |
| Ballentine Partners, LLC | 3,704 | $633.5K | 0.01% | +1,065+40.4% | Added |
| Summit Global Investments | 3,682 | $630.0K | 0.05% | −631−14.6% | Reduced |
| Harvey Investment Co LLC | 3,674 | $628.0K | 0.07% | 00.0% | Unchanged |
| Fundamentun, LLC | 3,669 | $627.5K | 0.03% | +3,669 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,656 | $625.5K | 0.11% | +935+34.4% | Added |
| Diligent Investors, LLC | 3,645 | $623.4K | 0.15% | −2−0.1% | Reduced |
| Florida Financial Advisors, LLC | 3,634 | $621.5K | 0.25% | −495−12.0% | Reduced |
| Significant Wealth Partners LLC | 3,606 | $616.7K | 0.32% | +593+19.7% | Added |
| Walleye Capital LLC | 3,604 | $616.4K | 0.01% | +3,604 | New |
| Midland Wealth Advisors LLC | 3,600 | $615.7K | 0.04% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,587 | $613.5K | 0.04% | +134+3.9% | Added |
| SPC Financial, Inc. | 3,522 | $602.4K | 0.05% | +422+13.6% | Added |
| International Assets Investment Management, LLC | 3,469 | $593.4K | 0.05% | +627+22.1% | Added |
| Good Life Advisors, LLC | 3,466 | $592.9K | 0.04% | +298+9.4% | Added |
| AE Wealth Management LLC | 3,447 | $589.5K | 0.00% | −835−19.5% | Reduced |
| HM Payson & Co | 3,432 | $587.0K | 0.01% | −255−6.9% | Reduced |
| NBC Securities, Inc. | 3,418 | $584.0K | 0.05% | +3,415+113,833.3% | Added |
| Board of the Pension Protection Fund | 3,400 | $581.5K | 0.66% | −1,100−24.4% | Reduced |
| Leonteq Securities AG | 3,398 | $578.4K | 0.04% | +554+19.5% | Added |
| Two Sigma Securities, LLC | 3,324 | $568.5K | 0.09% | +3,324 | New |
| Tarbox Family Office, Inc. | 3,309 | $566.0K | 0.09% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 3,309 | $565.9K | 0.29% | −531−13.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,272 | $559.6K | 0.02% | −7,053−68.3% | Reduced |
| EP Wealth Advisors, LLC | 3,270 | $559.3K | 0.00% | +462+16.5% | Added |
| Ipswich Investment Management Co., Inc. | 3,250 | $555.8K | 0.14% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 3,246 | $555.2K | 0.24% | −52−1.6% | Reduced |
| Shum Financial Group, Inc. | 3,233 | $552.9K | 0.48% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 3,217 | $550.2K | 0.12% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,214 | $549.7K | 0.01% | +579+22.0% | Added |
| United Capital Financial Advisers, LLC | 3,203 | $547.9K | 0.00% | +600+23.1% | Added |
| one8zero8, LLC | 3,194 | $546.3K | 0.13% | 00.0% | Unchanged |
| Ade, LLC | 3,170 | $542.2K | 0.31% | −250−7.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,168 | $541.8K | 0.03% | −2,665−45.7% | Reduced |
| West Family Investments, Inc. | 3,134 | $536.0K | 0.20% | −133−4.1% | Reduced |
| Snowden Capital Advisors LLC | 3,120 | $533.6K | 0.02% | −16,511−84.1% | Reduced |
| Sumitomo Life Insurance Co | 3,112 | $532.2K | 0.02% | +45+1.5% | Added |
| Norden Group LLC | 3,109 | $531.7K | 0.06% | +200+6.9% | Added |
| Signaturefd, LLC | 3,075 | $525.9K | 0.01% | +968+45.9% | Added |
| Allstate Corp | 3,073 | $525.6K | 0.02% | −1,398−31.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,051 | $521.8K | 0.07% | +2+0.1% | Added |
| Fort Washington Investment Advisors Inc | 3,050 | $521.6K | 0.00% | −2,329−43.3% | Reduced |
| Benchmark Investment Advisors LLC | 3,000 | $513.1K | 0.33% | +3,000 | New |
| Tompkins Financial Corp | 2,991 | $511.6K | 0.05% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,990 | $511.4K | 0.03% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,971 | $508.1K | 0.02% | −17−0.6% | Reduced |
| Hudock, Inc. | 2,943 | $503.4K | 0.09% | +171+6.2% | Added |
| Mutual Advisors, LLC | 3,083 | $503.3K | 0.01% | +253+8.9% | Added |
| Argent Trust Co | 2,933 | $501.6K | 0.02% | −69−2.3% | Reduced |
| Salvus Wealth Management, LLC | 2,926 | $500.4K | 0.31% | +1,270+76.7% | Added |
| Claro Advisors LLC | 2,926 | $500.4K | 0.07% | −586−16.7% | Reduced |
| WBH Advisory Inc | 2,922 | $499.7K | 0.05% | −49−1.6% | Reduced |
| Orrstown Financial Services Inc | 2,919 | $499.2K | 0.12% | +395+15.6% | Added |
| Sandy Spring Bank | 2,918 | $499.0K | 0.02% | −74−2.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,907 | $497.2K | 0.01% | +1,018+53.9% | Added |
| First American Trust, FSB | 2,903 | $496.5K | 0.05% | +133+4.8% | Added |
| Hardman Johnston Global Advisors LLC | 2,900 | $496.0K | 0.02% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,889 | $494.1K | 0.02% | +121+4.4% | Added |
| CAPROCK Group, Inc. | 2,879 | $492.4K | 0.02% | −432−13.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 2,860 | $489.2K | 0.03% | −28−1.0% | Reduced |
| Davis Investment Partners, LLC | 2,865 | $487.9K | 0.22% | +2,865 | New |
| Lincoln Capital LLC | 2,912 | $487.6K | 0.10% | −19−0.6% | Reduced |
| Machina Capital S.A.S. | 2,843 | $486.2K | 0.14% | +2,843 | New |
| Dillon & Associates Inc | 2,835 | $485.0K | 0.07% | −797−21.9% | Reduced |
| Coldstream Capital Management Inc | 2,799 | $478.8K | 0.01% | −161−5.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,768 | $473.4K | 0.02% | +69+2.6% | Added |
| CX Institutional | 2,758 | $472.0K | 0.02% | +2,758 | New |
| Banque Cantonale Vaudoise | 2,756 | $471.0K | 0.02% | +2,756 | New |
| Ledyard National Bank | 2,743 | $469.1K | 0.05% | −223−7.5% | Reduced |
| Ambassador Advisors, LLC | 2,733 | $467.4K | 0.08% | +22+0.8% | Added |
| Syon Capital LLC | 2,732 | $467.3K | 0.04% | +1,536+128.4% | Added |
| Hilltop Holdings Inc. | 2,715 | $464.3K | 0.03% | +1,202+79.4% | Added |
| Douglass Winthrop Advisors, LLC | 2,715 | $464.3K | 0.01% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,706 | $462.8K | 0.02% | +565+26.4% | Added |
| Somerville Kurt F | 2,700 | $461.8K | 0.08% | 00.0% | Unchanged |
| Tower Bridge Advisors | 2,700 | $461.8K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,691 | $460.2K | 0.02% | +62+2.4% | Added |
| Atwater Malick LLC | 2,661 | $455.1K | 0.15% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,659 | $454.8K | 0.02% | −389−12.8% | Reduced |
| Weatherly Asset Management L. P. | 2,655 | $454.1K | 0.04% | −50−1.8% | Reduced |
| Sheets Smith Wealth Management | 2,647 | $452.8K | 0.06% | +10+0.4% | Added |
| Van Hulzen Asset Management, LLC | 2,646 | $452.6K | 0.04% | −29,783−91.8% | Reduced |
| Old Point Trust & Financial Services N A | 2,640 | $451.5K | 0.16% | −600−18.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,639 | $451.3K | 0.02% | −145−5.2% | Reduced |
| HBK Sorce Advisory LLC | 2,625 | $449.0K | 0.01% | +73+2.9% | Added |
| Quadrant Capital Group LLC | 2,621 | $448.3K | 0.02% | +1,362+108.2% | Added |
| MUFG Securities Americas Inc. | 2,616 | $447.4K | 0.05% | +435+19.9% | Added |
| Triangle Securities Wealth Management | 2,615 | $447.2K | 0.12% | +195+8.1% | Added |
| Belpointe Asset Management LLC | 2,613 | $447.0K | 0.02% | −8,050−75.5% | Reduced |