Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2025

Institutional positions in Hershey Co as of Jun 30, 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
1,314
−20 vs. Q1 2025
Shares held
128.4M
+5.80M (+4.7%) vs. Q1 2025
Total value
$21.3B
+$357.2M (+1.7%) vs. Q1 2025
New holders
115
521 more added
Sold out
135
440 more reduced

14 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,314 institutions
Q1 2021: 1,007 institutionsQ2 2021: 1,040 institutionsQ3 2021: 1,040 institutionsQ4 2021: 1,138 institutionsQ1 2022: 1,191 institutionsQ2 2022: 1,212 institutionsQ3 2022: 1,228 institutionsQ4 2022: 1,294 institutionsQ1 2023: 1,337 institutionsQ2 2023: 1,357 institutionsQ3 2023: 1,301 institutionsQ4 2023: 1,352 institutionsQ1 2024: 1,362 institutionsQ2 2024: 1,384 institutionsQ3 2024: 1,400 institutionsQ4 2024: 1,349 institutionsQ1 2025: 1,348 institutionsQ2 2025: 1,314 institutionsQ3 2025: 1,360 institutionsQ4 2025: 1,415 institutionsQ1 2026: 1,480 institutionsQ2 2026: 1,417 institutions
Value heldQ2 2025: $21.3B
Q1 2021: $17.3BQ2 2021: $19.0BQ3 2021: $18.6BQ4 2021: $21.0BQ1 2022: $23.8BQ2 2022: $24.1BQ3 2022: $24.9BQ4 2022: $26.2BQ1 2023: $29.4BQ2 2023: $29.4BQ3 2023: $23.5BQ4 2023: $21.8BQ1 2024: $22.8BQ2 2024: $21.6BQ3 2024: $23.6BQ4 2024: $20.6BQ1 2025: $21.0BQ2 2025: $21.3BQ3 2025: $23.7BQ4 2025: $23.2BQ1 2026: $25.9BQ2 2026: $22.8B
Institutions holding HSY and their total value by quarter
QuarterHoldersValue
Q2 20261,417$22.8B
Q1 20261,480$25.9B
Q4 20251,415$23.2B
Q3 20251,360$23.7B
Q2 20251,314$21.3B
Q1 20251,348$21.0B
Q4 20241,349$20.6B
Q3 20241,400$23.6B
Q2 20241,384$21.6B
Q1 20241,362$22.8B
Q4 20231,352$21.8B
Q3 20231,301$23.5B
Q2 20231,357$29.4B
Q1 20231,337$29.4B
Q4 20221,294$26.2B
Q3 20221,228$24.9B
Q2 20221,212$24.1B
Q1 20221,191$23.8B
Q4 20211,138$21.0B
Q3 20211,040$18.6B
Q2 20211,040$19.0B
Q1 20211,007$17.3B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q1 2025.

Institutions holding HSY in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
ZRC Wealth Management, LLC0$90.00%0Unchanged
NVWM, LLC1$1660.00%−4−80.0%Reduced
Carolina Wealth Advisors, LLC1$1660.00%00.0%Unchanged
Fairscale Capital, LLC1$1860.00%00.0%Unchanged
Bare Financial Services, Inc2$3320.00%00.0%Unchanged
DecisionPoint Financial, LLC3$5280.00%+3New
Stephens Consulting, LLC4$6640.00%−26−86.7%Reduced
Crews Bank & Trust4$6640.00%00.0%Unchanged
Robbins Farley LLC5$8300.00%00.0%Unchanged
PayPay Securities Corp5$8300.04%+2+66.7%Added
WestEnd Advisors, LLC6$9960.00%00.0%Unchanged
HFM Investment Advisors, LLC6$9960.00%+3+100.0%Added
Principia Wealth Advisory, LLC6$9960.00%+3+100.0%Added
GFG Capital, LLC6$9960.00%+6New
Parkworth Wealth Management, Inc.6$9960.00%+6New
Penserra Capital Management LLC12$1.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC7$1.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.7$1.09K0.00%−23−76.7%Reduced
Clark Wealth Partners7$1.16K0.00%−3−30.0%Reduced
TFC Financial Management7$1.16K0.00%+4+133.3%Added
Financial Management Professionals, Inc.7$1.19K0.00%+5+250.0%Added
Bay Harbor Wealth Management, LLC8$1.33K0.00%+4+100.0%Added
SJS Investment Consulting Inc.8$1.33K0.00%−5−38.5%Reduced
WealthTrak Capital Management LLC8$1.33K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC8$1.33K0.03%00.0%Unchanged
Carderock Capital Management Inc9$1.49K0.00%+9New
Archer Investment Corp10$1.66K0.00%−1,056−99.1%Reduced
Hoey Investments, Inc10$1.66K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.10$1.66K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC10$1.66K0.00%00.0%Unchanged
UMA Financial Services, Inc.10$1.66K0.00%+5+100.0%Added
Longfellow Investment Management Co LLC11$1.82K0.00%00.0%Unchanged
Painted Porch Advisors LLC11$1.84K0.00%+3+37.5%Added
Dogwood Wealth Management LLC11$1.87K0.00%+2+22.2%Added
Caitong International Asset Management Co., Ltd12$1.99K0.00%+5+71.4%Added
DiNuzzo Private Wealth, Inc.12$1.99K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC10$2.00K0.00%−4−28.6%Reduced
Friedenthal Financial15$2.49K0.00%+15New
Kilter Group LLC15$2.49K0.00%+15New
IMG Wealth Management, Inc.16$2.65K0.00%+16New
Boreal Capital Management LLC16$2.65K0.00%+16New
Cape Investment Advisory, Inc.16$2.73K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.17$2.77K0.00%+17New
Gen-Wealth Partners Inc17$2.82K0.00%−4,909−99.7%Reduced
Moisand Fitzgerald Tamayo, LLC17$2.82K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC18$2.99K0.00%00.0%Unchanged
SWAN Capital LLC19$3.09K0.00%+1+5.6%Added
Sierra Ocean, LLC19$3.15K0.00%−5−20.8%Reduced
Albion Financial Group20$3.32K0.00%00.0%Unchanged
Peterson Wealth Services20$3.32K0.00%+20New
Abound Wealth Management20$3.33K0.00%00.0%Unchanged
Nemes Rush Group LLC22$3.65K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.22$3.68K0.00%00.0%Unchanged
Hughes Financial Services, LLC21$3.96K0.00%+6+40.0%Added
Meeder Asset Management Inc25$4.15K0.00%+5+25.0%Added
Financial Perspectives, Inc25$4.21K0.00%00.0%Unchanged
Fortitude Family Office, LLC26$4.32K0.00%+19+271.4%Added
Morton Brown Family Wealth, LLC27$4.48K0.00%00.0%Unchanged
SIMA Wealth Partners, LLC27$4.48K0.00%00.0%Unchanged
Cornerstone Planning Group LLC26$4.91K0.00%+7+36.8%Added
Briaud Financial Planning, Inc36$5.00K0.00%+36New
Pension & Wealth Management Advisors, Inc.30$5.06K0.00%00.0%Unchanged
LGT Financial Advisors LLC31$5.08K0.01%+1+3.3%Added
Howard Hughes Medical Institute31$5.14K0.00%+31New
Red Tortoise LLC32$5.31K0.00%00.0%Unchanged
Maseco LLP32$5.35K0.00%+32New
Activest Wealth Management33$5.48K0.00%−4−10.8%Reduced
HighMark Wealth Management LLC33$5.48K0.00%+8+32.0%Added
Vermillion Wealth Management, Inc.34$5.64K0.00%−26−43.3%Reduced
WFA of San Diego, LLC35$5.81K0.00%+35New
ORG Partners LLC34$5.97K0.00%+20+142.9%Added
Avion Wealth37$6.00K0.00%+1+2.8%Added
American Capital Advisory, LLC38$6.31K0.00%+1+2.7%Added
Stone House Investment Management, LLC39$6.47K0.00%00.0%Unchanged
Barrett & Company, Inc.40$6.64K0.00%00.0%Unchanged
McIlrath & Eck, LLC40$6.64K0.00%00.0%Unchanged
Elkhorn Partners Limited Partnership40$6.64K0.00%+40New
South State Corp.40$6.64K0.00%−3−7.0%Reduced
Maryland Capital Advisors Inc.41$6.80K0.00%+41New
Annis Gardner Whiting Capital Advisors, LLC42$6.97K0.00%+7+20.0%Added
Westside Investment Management, Inc.40$7.03K0.00%+40New
Rakuten Securities, Inc.43$7.14K0.00%−37−46.3%Reduced
DAGCO, Inc.43$7.14K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group42$7.22K0.00%+42New
Piscataqua Savings Bank50$8.30K0.01%00.0%Unchanged
Coastline Trust Co50$8.30K0.00%00.0%Unchanged
Ridgewood Investments LLC50$8.30K0.00%00.0%Unchanged
LFA - Lugano Financial Advisors SA50$8.30K0.00%00.0%Unchanged
NewSquare Capital LLC50$8.30K0.00%+5+11.1%Added
Mascoma Wealth Management LLC54$8.96K0.00%+54New
Close Asset Management Ltd56$9.00K0.00%00.0%Unchanged
Kozak & Associates, Inc.58$9.44K0.00%00.0%Unchanged
Insight Financial Services57$9.46K0.01%00.0%Unchanged
Global X Japan Co., Ltd.57$9.46K0.00%+57New
Private Wealth Management Group, LLC58$9.63K0.00%00.0%Unchanged
Valley National Advisers Inc62$10.0K0.00%+2+3.3%Added
Addison Advisors LLC61$10.1K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC65$10.8K0.00%−47−42.0%Reduced
Whipplewood Advisors, LLC65$10.8K0.01%+47+261.1%Added
Aspect Partners, LLC67$11.1K0.01%+53+378.6%Added