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, Q3 2025
Institutional positions in Hershey Co as of Sep 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
- 1,360
- +64 vs. Q2 2025
- Shares held
- 126.5M
- −349.3K (−0.3%) vs. Q2 2025
- Total value
- $23.7B
- +$2.61B (+12.4%) vs. Q2 2025
- New holders
- 158
- 484 more added
- Sold out
- 94
- 455 more reduced
18 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Hershey Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 3,752 | $701.8K | 0.03% | −317−7.8% | Reduced |
| Chesapeake Capital Corp | 3,729 | $697.5K | 0.63% | +3,729 | New |
| Klingman & Associates, LLC | 3,685 | $689.3K | 0.03% | +20+0.5% | Added |
| Avidian Wealth Solutions, LLC | 3,683 | $689.0K | 0.03% | −173−4.5% | Reduced |
| Callan Family Office, LLC | 3,676 | $687.6K | 0.02% | −237−6.1% | Reduced |
| Harvey Investment Co LLC | 3,674 | $687.0K | 0.07% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,672 | $686.9K | 0.00% | +699+23.5% | Added |
| SPC Financial, Inc. | 3,668 | $686.1K | 0.05% | +21+0.6% | Added |
| Roundview Capital LLC | 3,617 | $676.6K | 0.04% | −134−3.6% | Reduced |
| Tocqueville Asset Management L.P. | 3,602 | $673.8K | 0.01% | +300+9.1% | Added |
| Northstar Asset Management LLC | 3,600 | $673.4K | 0.14% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 3,600 | $673.4K | 0.04% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,595 | $672.4K | 0.17% | −50−1.4% | Reduced |
| Pensionmark Financial Group, LLC | 3,573 | $668.3K | 0.01% | +3,573 | New |
| 111 Capital | 3,543 | $662.7K | 0.13% | +3,543 | New |
| Applied Finance Capital Management, LLC | 3,534 | $661.0K | 0.05% | −503−12.5% | Reduced |
| Welch & Forbes LLC | 3,530 | $660.3K | 0.01% | +30+0.9% | Added |
| Daymark Wealth Partners, LLC | 3,520 | $658.3K | 0.02% | +637+22.1% | Added |
| Silver Coast Investments LLC | 3,510 | $656.5K | 0.23% | −7−0.2% | Reduced |
| Adalta Capital Management LLC | 3,416 | $639.0K | 0.29% | +525+18.2% | Added |
| Ascent Group, LLC | 3,390 | $634.0K | 0.02% | −2,561−43.0% | Reduced |
| Formidable Asset Management, LLC | 3,787 | $628.4K | 0.10% | −189−4.8% | Reduced |
| Modern Wealth Management, LLC | 3,357 | $627.9K | 0.01% | +1,440+75.1% | Added |
| Assenagon Asset Management S.A. | 3,354 | $627.4K | 0.00% | −14,432−81.1% | Reduced |
| Koshinski Asset Management, Inc. | 3,321 | $621.2K | 0.04% | +42+1.3% | Added |
| Tarbox Family Office, Inc. | 3,310 | $619.2K | 0.09% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,310 | $619.2K | 0.01% | −24−0.7% | Reduced |
| Coldstream Capital Management Inc | 3,282 | $614.0K | 0.01% | +534+19.4% | Added |
| Parallel Advisors, LLC | 3,267 | $611.2K | 0.01% | −231−6.6% | Reduced |
| Alhambra Investment Partners LLC | 3,250 | $607.9K | 0.29% | −191−5.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,250 | $607.9K | 0.14% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 3,217 | $601.7K | 0.11% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,215 | $601.4K | 0.15% | +170+5.6% | Added |
| one8zero8, LLC | 3,194 | $597.4K | 0.13% | −50−1.5% | Reduced |
| Ade, LLC | 3,170 | $592.9K | 0.30% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,151 | $589.0K | 0.00% | −2,139−40.4% | Reduced |
| Somerset Trust Co | 3,124 | $584.3K | 0.18% | −513−14.1% | Reduced |
| CX Institutional | 3,105 | $581.0K | 0.02% | +158+5.4% | Added |
| Chiron Capital Management, LLC | 3,101 | $580.0K | 0.50% | −1,200−27.9% | Reduced |
| Argent Trust Co | 3,092 | $578.4K | 0.02% | −308−9.1% | Reduced |
| GeoWealth Management, LLC | 3,086 | $577.2K | 0.02% | +170+5.8% | Added |
| Kathmere Capital Management, LLC | 3,070 | $574.3K | 0.04% | +824+36.7% | Added |
| Shum Financial Group, Inc. | 3,053 | $571.1K | 0.43% | +3,053 | New |
| Hudock, Inc. | 3,047 | $570.1K | 0.09% | +10+0.3% | Added |
| Signaturefd, LLC | 3,040 | $568.6K | 0.01% | +139+4.8% | Added |
| Meeder Advisory Services, Inc. | 3,025 | $565.9K | 0.03% | +667+28.3% | Added |
| Brevan Howard Capital Management LP | 3,020 | $564.9K | 0.01% | +1,071+55.0% | Added |
| ARS Wealth Advisors Group, LLC | 3,016 | $564.1K | 0.06% | +4+0.1% | Added |
| Lincoln Capital LLC | 2,868 | $559.7K | 0.10% | −44−1.5% | Reduced |
| Waters Parkerson & Co., LLC | 2,980 | $557.4K | 0.03% | −10−0.3% | Reduced |
| NBT Bank N A | 2,324 | $557.2K | 0.04% | −2,255−49.2% | Reduced |
| Syon Capital LLC | 2,974 | $556.3K | 0.03% | +466+18.6% | Added |
| United Capital Financial Advisers, LLC | 2,969 | $555.4K | 0.00% | +569+23.7% | Added |
| Frank, Rimerman Advisors LLC | 2,969 | $555.4K | 0.04% | −8−0.3% | Reduced |
| Sageworth Trust Co | 2,953 | $552.4K | 0.03% | +2,953 | New |
| Salvus Wealth Management, LLC | 2,936 | $549.2K | 0.31% | +20+0.7% | Added |
| StoneX Group Inc. | 2,906 | $543.5K | 0.02% | +27+0.9% | Added |
| Hardman Johnston Global Advisors LLC | 2,900 | $542.4K | 0.03% | 00.0% | Unchanged |
| First American Trust, FSB | 2,898 | $542.1K | 0.04% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 2,886 | $539.8K | 0.15% | +9+0.3% | Added |
| Boothbay Fund Management, LLC | 2,878 | $538.3K | 0.01% | +875+43.7% | Added |
| Ambassador Advisors, LLC | 2,876 | $538.0K | 0.08% | +25+0.9% | Added |
| Vise Technologies, Inc. | 2,875 | $537.7K | 0.02% | −63−2.1% | Reduced |
| TD Waterhouse Canada Inc. | 2,844 | $536.9K | 0.00% | +2,131+298.9% | Added |
| Sumitomo Life Insurance Co | 2,867 | $536.3K | 0.02% | −85−2.9% | Reduced |
| West Family Investments, Inc. | 2,857 | $534.4K | 0.12% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,853 | $533.7K | 0.17% | +20+0.7% | Added |
| apricus wealth, LLC | 2,844 | $532.1K | 0.29% | +2,844 | New |
| MUFG Securities EMEA plc | 2,835 | $530.3K | 0.01% | +2,400+551.7% | Added |
| Aureus Asset Management, LLC | 2,815 | $526.5K | 0.03% | −1,275−31.2% | Reduced |
| Van Hulzen Asset Management, LLC | 2,809 | $525.5K | 0.04% | −734−20.7% | Reduced |
| Ledyard National Bank | 2,785 | $520.9K | 0.05% | +3+0.1% | Added |
| Cove Private Wealth, LLC | 2,774 | $518.9K | 0.16% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,757 | $516.0K | 0.01% | −75−2.6% | Reduced |
| Investment Research Partners LLC | 2,940 | $515.3K | 0.23% | +2,940 | New |
| LifeGuide Financial Advisors, LLC | 2,914 | $512.3K | 0.19% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,739 | $512.3K | 0.03% | +42+1.6% | Added |
| Advisory Alpha, LLC | 2,694 | $509.2K | 0.01% | −40−1.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 2,749 | $506.1K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,637 | $505.2K | 0.01% | +25+1.0% | Added |
| Tower Bridge Advisors | 2,700 | $505.0K | 0.05% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,698 | $505.0K | 0.02% | −20−0.7% | Reduced |
| BTS Asset Management, Inc. | 2,695 | $504.1K | 0.65% | +174+6.9% | Added |
| PFG Investments, LLC | 2,692 | $503.6K | 0.03% | +54+2.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,671 | $499.6K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,664 | $498.3K | 0.01% | +52+2.0% | Added |
| Atwater Malick LLC | 2,661 | $497.7K | 0.14% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,648 | $495.3K | 0.01% | +463+21.2% | Added |
| Old Point Trust & Financial Services N A | 2,640 | $493.8K | 0.16% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 2,610 | $492.8K | 0.17% | −346−11.7% | Reduced |
| Florida Financial Advisors, LLC | 2,631 | $492.4K | 0.15% | −1,348−33.9% | Reduced |
| Trust Co of Vermont | 2,629 | $491.8K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,788 | $490.2K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,615 | $489.1K | 0.01% | +669+34.4% | Added |
| Rexford Capital Inc | 2,610 | $488.2K | 0.38% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 2,594 | $485.1K | 0.10% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 2,589 | $484.3K | 0.24% | −1,005−28.0% | Reduced |
| Master's Wealth Management Inc. | 2,587 | $483.9K | 0.21% | +2,587 | New |
| Robertson Stephens Wealth Management, LLC | 2,576 | $481.8K | 0.01% | −74−2.8% | Reduced |
| RFG Advisory, LLC | 2,567 | $480.2K | 0.01% | +2,567 | New |