Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

HERSHEY CO · COM · quarter ended 2026-03-31 · 19 members disclosed HSY ↗
13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,118 holders are listed, largest first
1,118
sum of the reported values across every holder; NULL values are excluded, never zero-filled
$22.3B
holders whose share count rose or who opened the position (new + add), by shares
563
holders absent this quarter after holding last quarter — inferred from absence, not a sale record
127
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of HSY ranked by reported value
#FilerReported valueSharesΔ sharesChange
1BlackRock, Inc.$2.7B12,780,486+865,242ADD
2VANGUARD CAPITAL MANAGEMENT LLC$2.0B9,626,691—NO PRIOR
3STATE STREET CORP$1.5B7,320,055+121,771ADD
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B7,204,428—NO PRIOR
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC$894M4,298,750−1,016,903TRIM
6MORGAN STANLEY$820M3,942,865+634,457ADD
7ROYAL BANK OF CANADA$631M3,036,456−43,810TRIM
8FMR LLC$622M2,990,420+1,283,305ADD
9Capital World Investors$572M2,750,000+2,750,000NEW
10Capital Research Global Investors$495M2,382,693+777,101ADD
11TWO SIGMA INVESTMENTS, LP$411M1,975,205+1,788,649ADD
12HERSHEY TRUST CO$405M1,946,119−120,014TRIM
13NORTHERN TRUST CORP$370M1,779,488+183,094ADD
14Invesco Ltd.$354M1,702,443+370,423ADD
15BANK OF AMERICA CORP /DE/$290M1,395,644+127,113ADD
16STIFEL FINANCIAL CORP$254M1,219,598−7,632TRIM
17DIMENSIONAL FUND ADVISORS LP$252M1,210,466+19,772ADD
18UBS Group AG$228M1,097,206−239,072TRIM
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$226M1,085,384−246,346TRIM
20FIRST TRUST ADVISORS LP$225M1,083,675+822,772ADD
21Legal & General Group Plc$210M1,010,732+8,816ADD
22ENVESTNET ASSET MANAGEMENT INC$210M1,009,886−21,121TRIM
23Qube Research & Technologies Ltd$183M878,840+878,840NEW
24Amundi$177M853,537+233,045ADD
25VANGUARD FIDUCIARY TRUST CO$174M835,993—NO PRIOR
26CITADEL ADVISORS LLC$152M729,883−299,848TRIM
27CONFLUENCE INVESTMENT MANAGEMENT LLC$144M690,349−7,565TRIM
28DEUTSCHE BANK AG\$143M686,466+131,559ADD
29JANE STREET GROUP, LLC$140M672,234+667,686ADD
30WELLS FARGO & COMPANY/MN$121M580,922−45,696TRIM
31RAYMOND JAMES FINANCIAL INC$115M555,205+26,830ADD
32EQUITY INVESTMENT CORP$114M548,141−16,060TRIM
33MILLENNIUM MANAGEMENT LLC$113M541,261+361,883ADD
34CITIGROUP INC$107M515,829+182,369ADD
35Squarepoint Ops LLC$102M490,844−185,505TRIM
36LPL Financial LLC$99.4M478,007−34,166TRIM
37Swiss National Bank$90.4M434,900+29,000ADD
38SCHARF INVESTMENTS, LLC$86.9M418,116−77,660TRIM
39BARCLAYS PLC$86.6M416,702−12,938TRIM
40US BANCORP \DE\$83.8M403,194−3,398TRIM
41Nuveen, LLC$81.7M392,885+65,134ADD
42BANK OF MONTREAL /CAN/$80.6M387,840−42,078TRIM
43AMERICAN CENTURY COMPANIES INC$80.6M387,604−65,787TRIM
44AXIOM INVESTORS LLC /DE$79.1M380,677+380,677NEW
45NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$78.3M376,589+376,589NEW
46Man Group plc$77.8M374,473+349,391ADD
47Mitsubishi UFJ Asset Management Co., Ltd.$70.3M338,082+24,022ADD
48Trexquant Investment LP$69.6M334,866+330,186ADD
49National Pension Service$68.9M331,375+331,375NEW
50CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$68.9M331,296−48,379TRIM
51HSBC HOLDINGS PLC$68.8M330,842−275,804TRIM
52Clark Capital Management Group, Inc.$67.6M325,407+81,622ADD
53Vanguard Global Advisers, LLC$67.3M323,539—NO PRIOR
54FRANKLIN RESOURCES INC$65.1M313,116+12,313ADD
55VANGUARD ASSET MANAGEMENT, Ltd$61.1M293,760—NO PRIOR
56WESTWOOD HOLDINGS GROUP INC$58.4M280,906+5,759ADD
57Focus Partners Wealth$57.3M275,698+13,579ADD
58VICTORY CAPITAL MANAGEMENT INC$57.2M275,116−131,729TRIM
59Mawer Investment Management Ltd.$55.2M265,527+19,328ADD
60ANCHOR CAPITAL ADVISORS LLC$50.0M240,279−9,535TRIM
61CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$47.5M228,353+228,353NEW
62BALYASNY ASSET MANAGEMENT L.P.$46.8M225,053−1,053,828TRIM
63NORDEA INVESTMENT MANAGEMENT AB$45.9M218,230+32,916ADD
64SEI INVESTMENTS CO$43.0M206,972+128,950ADD
65ZACKS INVESTMENT MANAGEMENT$41.6M200,228+43,132ADD
66PRINCIPAL FINANCIAL GROUP INC$41.1M197,503−33,639TRIM
67TD ASSET MANAGEMENT INC$41.0M197,381−23,084TRIM
68WORLDQUANT MILLENNIUM ADVISORS LLC$39.7M191,201+191,201NEW
69Willis Investment Counsel$37.6M180,961+417ADD
70Azimuth Capital Investment Management LLC$37.4M179,858+33,195ADD
71RENAISSANCE GROUP LLC$37.0M178,048+178,048NEW
72AQR CAPITAL MANAGEMENT LLC$36.6M176,286−23,593TRIM
73CANADA PENSION PLAN INVESTMENT BOARD$36.1M173,639−74,963TRIM
74STOREBRAND ASSET MANAGEMENT AS$35.7M171,695—NO PRIOR
75NFJ INVESTMENT GROUP, LLC$35.2M169,471+169,471NEW
76Ensign Peak Advisors, Inc$31.0M149,058+19,104ADD
77BERKSHIRE ASSET MANAGEMENT LLC/PA$30.6M147,259+1,105ADD
78Swedbank AB$30.6M147,239+254ADD
79Zurcher Kantonalbank (Zurich Cantonalbank)$30.3M145,984+145,984NEW
80ALLIANCEBERNSTEIN L.P.$29.7M163,239−3,187TRIM
81Mirae Asset Global Investments Co., Ltd.$28.7M137,874−20,948TRIM
82AVIVA PLC$27.7M133,349+9,389ADD
83READYSTATE ASSET MANAGEMENT LP$26.9M129,513−266,139TRIM
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$26.9M129,304+1,454ADD
85SEB Asset Management AB$26.8M128,873—NO PRIOR
86Quantinno Capital Management LP$26.5M127,291+17,598ADD
87MML INVESTORS SERVICES, LLC$25.7M123,673−24,358TRIM
88SCHRODER INVESTMENT MANAGEMENT GROUP$24.9M119,740−6,288TRIM
89Aberdeen Group plc$24.5M118,010+7,669ADD
90Arbejdsmarkedets Tillaegspension$24.5M117,735−12,363TRIM
91CORDA Investment Management, LLC.$24.1M116,004−2,135TRIM
92Korea Investment CORP$23.9M115,001−7,292TRIM
93Susquehanna Portfolio Strategies, LLC$23.6M113,5290NO CHANGE
94MACKENZIE FINANCIAL CORP$23.3M112,099+34,292ADD
95Tidal Investments LLC$23.2M111,675−7,752TRIM
96FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$22.7M109,319+41,900ADD
97Iron Gate Global Advisors LLC$22.5M108,434−11,048TRIM
98Cetera Investment Advisers$22.0M105,982−11,481TRIM
99ADAGE CAPITAL PARTNERS GP, L.L.C.$21.6M103,785+1,000ADD
100TUDOR INVESTMENT CORP ET AL$21.6M103,776+103,776NEW
101Universal- Beteiligungs- und Servicegesellschaft mbH$21.3M102,655+2,458ADD
102ROYAL LONDON ASSET MANAGEMENT LTD$21.0M100,778+157ADD
103HighTower Advisors, LLC$20.2M97,079−1,104TRIM
104SUSQUEHANNA INTERNATIONAL GROUP, LLP$19.9M95,749+19,918ADD
105Sone Capital Management, LLC$19.4M93,120+93,120NEW
106SKBA CAPITAL MANAGEMENT LLC$19.3M92,600+10,490ADD
107PFA Pension, Forsikringsaktieselskab$18.8M90,301+90,301NEW
108STATE OF WISCONSIN INVESTMENT BOARD$18.7M90,150+1,148ADD
109DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$18.7M89,854+58,014ADD
110HEARTLAND ADVISORS INC$18.5M88,864−8,314TRIM
111MANUFACTURERS LIFE INSURANCE COMPANY, THE$18.1M86,919−4,431TRIM
112Advisors Capital Management, LLC$17.9M85,903+2,615ADD
113Asset Management One Co., Ltd.$17.8M85,516−1,539TRIM
114TRUIST FINANCIAL CORP$17.7M85,025+652ADD
115FIFTH THIRD BANCORP$17.5M84,215+47,017ADD
116Wilmington Savings Fund Society, FSB$17.5M84,014−1,469TRIM
117OSAIC HOLDINGS, INC.$17.4M83,502+7,745ADD
118Connor, Clark & Lunn Investment Management Ltd.$17.3M83,363+81,077ADD
119WELLINGTON MANAGEMENT GROUP LLP$16.4M78,820+65,928ADD
120Allianz Asset Management GmbH$16.0M76,731+64,810ADD
121Pictet Asset Management Holding SA$15.9M76,306+10,558ADD
122Illinois Municipal Retirement Fund$15.8M76,220+2,315ADD
123Aquatic Capital Management LLC$15.8M76,115+30,310ADD
124COMMONWEALTH EQUITY SERVICES, LLC$15.8M75,999+4,582ADD
125Chevy Chase Trust Holdings, LLC$15.8M75,949−2,826TRIM
126MARKEL GROUP INC.$15.6M75,000+7,500ADD
127Vanguard Investments Australia, Ltd.$15.4M74,265—NO PRIOR
128Beacon Pointe Advisors, LLC$15.1M72,634+1,060ADD
129PRUDENTIAL FINANCIAL INC$14.9M71,594−1,891TRIM
130Beck Bode, LLC$14.8M71,080+71,080NEW
131Verition Fund Management LLC$14.4M69,134−1,420TRIM
132Creative Planning$14.2M68,155−2,689TRIM
133Alyeska Investment Group, L.P.$14.1M67,917−262,113TRIM
134Gotham Asset Management, LLC$14.0M67,237+63,025ADD
135Foster Victor Wealth Advisors, LLC$13.9M70,401+1,980ADD
136NOMURA HOLDINGS INC$13.6M65,622+63,150ADD
137Alley Investment Management Company, LLC$13.6M65,398+29,753ADD
138MAIRS & POWER INC$13.4M64,560−3,048TRIM
139APG Asset Management N.V.$13.4M74,325+29,097ADD
140Wealthfront Advisers LLC$13.4M64,226+290ADD
141CIBC Asset Management Inc$13.3M64,143+556ADD
142Miramar Capital, LLC$13.3M63,835−1,579TRIM
143BRIDGES INVESTMENT MANAGEMENT INC$13.2M63,551+1,272ADD
144BNP Paribas Asset Management Holding S.A.$12.7M61,135−785TRIM
145Brookstone Capital Management$12.6M60,377−5,592TRIM
146HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$12.5M60,310+54,453ADD
147OPPENHEIMER & CO INC$12.1M58,204+2,113ADD
148Resona Asset Management Co.,Ltd.$12.1M57,756+125ADD
149NOMURA ASSET MANAGEMENT CO LTD$12.0M57,795−1,890TRIM
150LBP AM SA$12.0M57,674−3,307TRIM
151NATIONAL BANK OF CANADA /FI/$11.9M57,024−83,508TRIM
152Bank Julius Baer & Co. Ltd, Zurich$11.6M54,656+4,901ADD
153ALLIANZ SE$11.6M55,7410NO CHANGE
154GRIMES & Co WEALTH MANAGEMENT, LLC$11.6M55,688−513TRIM
155VOLORIDGE INVESTMENT MANAGEMENT, LLC$11.5M55,396+55,396NEW
156Eurizon Capital SGR S.p.A.$11.5M55,076−12,689TRIM
157STANSBERRY ASSET MANAGEMENT, LLC$11.2M53,726+26,803ADD
158Robeco Institutional Asset Management B.V.$11.1M53,592+42,523ADD
159UMB Bank, n.a.$11.1M53,397+755ADD
160GW HENSSLER & ASSOCIATES LTD$10.9M52,664+2,282ADD
161PRUDENTIAL PLC$10.6M50,908+42,920ADD
162State of New Jersey Common Pension Fund D$10.6M50,9040NO CHANGE
163ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$10.3M49,429−63,158TRIM
164Corient Private Wealth LLC$10.3M49,793−68,472TRIM
165Tredje AP-fonden$10.2M49,185+49,185NEW
166OLD NATIONAL BANCORP /IN/$10.2M49,024+4,560ADD
167NatWest Group plc$10.1M48,601+48,601NEW
168Lansforsakringar Fondforvaltning AB (publ)$10.0M48,215−102TRIM
169Soltis Investment Advisors LLC$10.0M48,166+1,110ADD
170Palisade Asset Management, LLC$9.9M47,662−35TRIM
171Baird Financial Group, Inc.$9.8M47,072+47,072NEW
172Swiss Life Asset Management Ltd$9.6M46,396+17,389ADD
173WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.5M55,186−7,904TRIM
174Mitsubishi UFJ Trust & Banking Corp$9.5M45,560+41,769ADD
175DnB Asset Management AS$9.4M45,303+3,774ADD
176Cerity Partners LLC$9.1M43,668−6,931TRIM
177TORONTO DOMINION BANK$9.0M43,447−27,921TRIM
178TrueMark Investments, LLC$8.9M42,634+12,171ADD
179CIBC Bancorp USA Inc.$8.8M42,320—NO PRIOR
180Qsemble Capital Management, LP$8.5M40,923+529ADD
181Czech National Bank$8.4M40,354+1,282ADD
182Arizona State Retirement System$8.4M40,274−536TRIM
183BLAIR WILLIAM & CO/IL$8.4M40,250+1,436ADD
184STATE OF MICHIGAN RETIREMENT SYSTEM$8.2M39,634−100TRIM
185JLB & ASSOCIATES INC$8.2M39,511−10,411TRIM
186Orion Investment Co$8.1M38,984+593ADD
187BEESE FULMER INVESTMENT MANAGEMENT, INC.$7.7M36,911+36,911NEW
188D. E. Shaw & Co., Inc.$7.6M36,523+33,811ADD
189Rodgers Brothers Inc.$7.5M35,868−8,301TRIM
190Mariner, LLC$7.4M35,647−461TRIM
191Poehling Capital Management, INC.$7.4M35,547−1,131TRIM
192BENJAMIN EDWARDS INC$7.4M35,376−1,181TRIM
193M&T BANK CORP$7.3M35,162−589TRIM
194COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.2M34,516+50ADD
195B. Metzler seel. Sohn & Co. AG$7.1M34,251+8,212ADD
196Jefferies Financial Group Inc.$7.0M33,675+18,597ADD
197Cresset Asset Management, LLC$7.0M33,649+369ADD
198USS Investment Management Ltd$7.0M33,490+2,882ADD
199Empowered Funds, LLC$6.9M33,268+33,268NEW
200Owlhouse Capital LP$6.8M32,800+24,300ADD
201VOYA INVESTMENT MANAGEMENT LLC$6.8M32,718+945ADD
202Aptus Capital Advisors, LLC$6.7M32,402+285ADD
203Equitable Holdings, Inc.$6.7M36,840−1,275TRIM
204BANK OF NOVA SCOTIA$6.7M32,042+6,694ADD
205Retirement Systems of Alabama$6.5M31,466−55TRIM
2061834 INVESTMENT ADVISORS CO$6.5M31,260+1,324ADD
207Monte Financial Group, LLC$6.5M31,090−7,309TRIM
208SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$6.4M30,697−95,682TRIM
209OneDigital Investment Advisors LLC$6.3M30,385+694ADD
210Pathstone Holdings, LLC$6.3M30,253−2,151TRIM
211Glassy Mountain Advisors, Inc.$6.2M30,012−33TRIM
212IFM Investors Pty Ltd$6.2M29,950+338ADD
213Steward Partners Investment Advisory, LLC$6.2M29,763+1,455ADD
214GUGGENHEIM CAPITAL LLC$6.1M29,220−7,837TRIM
215WESTFIELD CAPITAL MANAGEMENT CO LP$6.1M29,158+158ADD
216Woodline Partners LP$6.0M29,022−108,446TRIM
217XPONANCE LLC$6.0M28,930+4,631ADD
218Advisors Asset Management, Inc.$6.0M28,881−2,936TRIM
219LIBERTY ONE INVESTMENT MANAGEMENT, LLC$6.0M28,730+6,689ADD
220Slagle Financial, LLC$5.9M28,222+285ADD
221MERCER GLOBAL ADVISORS INC /ADV$5.8M27,963+452ADD
222CIBC WORLD MARKET INC.$5.8M27,729−34TRIM
223Merit Financial Group, LLC$5.8M27,716−4,977TRIM
224Mengis Capital Management, Inc.$5.7M27,455−20TRIM
225BROWN ADVISORY INC$5.7M27,382+77ADD
226Portland Global Advisors LLC$5.7M27,378−3,381TRIM
227W.G. Shaheen & Associates DBA Whitney & Co$5.7M27,276−700TRIM
228O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.6M27,065+7,072ADD
229Employees Provident Fund Board$5.6M27,0000NO CHANGE
230Engineers Gate Manager LP$5.6M26,850−181,451TRIM
231Kestra Advisory Services, LLC$5.5M26,588−3,745TRIM
232BONTEMPO OHLY CAPITAL MGMT LLC$5.4M25,841−427TRIM
233Rockefeller Capital Management L.P.$5.3M25,485−4,066TRIM
234Dai-ichi Life Insurance Company, Ltd$5.3M25,308+2,761ADD
235Philip James Wealth Mangement, LLC$5.3M25,293−48TRIM
236Daiwa Securities Group Inc.$5.3M25,292+1,391ADD
237Sanctuary Advisors, LLC$5.2M25,100+1,169ADD
238Signature Wealth Management Group$5.2M24,923+50ADD
239NewEdge Advisors, LLC$5.1M24,724−186TRIM
240STEPHENS INC /AR/$5.1M24,636−27,769TRIM
241Andra AP-fonden$5.1M24,500+5,899ADD
242Ashton Thomas Private Wealth, LLC$5.0M23,865+832ADD
243PUBLIC SECTOR PENSION INVESTMENT BOARD$5.0M23,847+4,630ADD
244Sumitomo Mitsui DS Asset Management Company, Ltd$4.9M23,705+95ADD
245Utah Retirement Systems$4.9M23,649−348TRIM
246FIDUCIARY TRUST CO$4.9M23,622−43TRIM
247INTECH INVESTMENT MANAGEMENT LLC$4.9M23,587+9,378ADD
248HAMEL ASSOCIATES, INC.$4.9M23,458−25TRIM
249MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.9M23,402+7,488ADD
250MAVERICK CAPITAL LTD$4.8M23,317+12,817ADD
251PARTHENON LLC$4.8M23,215−350TRIM
252Rakuten Investment Management, Inc.$4.7M22,156+2,509ADD
253CWM, LLC$4.7M22,700−2,257TRIM
254Ironwood Investment Counsel, LLC$4.7M22,554+776ADD
255ICICI Prudential Asset Management Co Ltd$4.6M22,300−4,300TRIM
256VIRGINIA WEALTH MANAGEMENT GROUP, INC.$4.6M22,268+236ADD
257ProShare Advisors LLC$4.6M22,096−5,396TRIM
258NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.6M22,038+512ADD
259ASR Vermogensbeheer N.V.$4.6M21,960+374ADD
260Independent Advisor Alliance$4.6M21,919−20,831TRIM
261Two Point Capital Management, Inc.$4.5M21,596+21,596NEW
262Federation des caisses Desjardins du Quebec$4.4M21,402+7,395ADD
263LaFleur & Godfrey LLC$4.4M21,2120NO CHANGE
264NEOS Investment Management LLC$4.4M20,995+4,807ADD
265Occidental Asset Management, LLC$4.3M20,852+1,465ADD
266Hamilton Point Investment Advisors, LLC$4.3M20,733−7TRIM
267Vanguard Personalized Indexing Management, LLC$4.3M20,720+1,395ADD
268Orion Porfolio Solutions, LLC$4.3M20,702−1,582TRIM
269AMG National Trust Bank$4.3M20,544+235ADD
270Eliot Finkel Investment Counsel, LLC$4.3M20,505−20TRIM
271Northwest & Ethical Investments L.P.$4.3M20,483+2,200ADD
272BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.2M20,419−5,800TRIM
273NISSAY ASSET MANAGEMENT CORP /JAPAN$4.2M20,367+432ADD
274BRIGHT ROCK CAPITAL MANAGEMENT, LLC$4.2M20,0000NO CHANGE
275Econ Financial Services Corp$4.2M19,964−1,512TRIM
276AZZAD ASSET MANAGEMENT INC /ADV$4.1M19,861+188ADD
277GREENWOOD CAPITAL ASSOCIATES LLC$4.1M19,818+19,818NEW
278NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.1M19,612−3,538TRIM
279SHELTON CAPITAL MANAGEMENT$4.1M19,5260NO CHANGE
280Alphadyne Asset Management LP$4.0M19,344+18,919ADD
281William Allan Corp$4.0M19,311+69ADD
282CIM, LLC$4.0M19,292+6,567ADD
283CITIZENS FINANCIAL GROUP INC/RI$4.0M19,244−1,086TRIM
284&PARTNERS$4.0M19,242−392TRIM
285Bragg Financial Advisors, Inc$4.0M19,210+493ADD
286Mesirow Financial Investment Management, Inc.$4.0M19,068−301TRIM
287Janus Henderson Group Ltd.$3.9M18,986+7,993ADD
288IMC-Chicago, LLC$3.9M18,946+18,946NEW
289Brevan Howard Capital Management LP$3.9M18,701+17,029ADD
290Marshall Financial Group, LLC$3.9M18,576+18,576NEW
291Sagewood Asset Management LP$3.8M18,042+145ADD
292Atria Investments, Inc$3.7M18,014+676ADD
293MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.7M17,703+397ADD
294Concorde Financial Corp$3.7M17,594+290ADD
295Jain Global LLC$3.6M17,391+17,391NEW
296CVFG LLC$3.6M17,381+17,381NEW
297Vontobel Holding Ltd.$3.6M17,141−181TRIM
298Avanza Fonder AB$3.5M17,062+2,537ADD
299OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.5M16,9710NO CHANGE
300Vident Advisory, LLC$3.4M16,346+5,830ADD
301SevenBridge Financial Group, LLC$3.4M17,970−687TRIM
302Nordwand Advisors, LLC$3.4M16,3000NO CHANGE
303XTX Topco Ltd$3.4M16,222+13,182ADD
304Dana Investment Advisors, Inc.$3.3M16,065−75TRIM
305Fideuram Asset Management (Ireland) dac$3.3M14,116−2,588TRIM
306Havemeyer Place LP$3.3M16,026+16,026NEW
307PROMETHIUM ADVISORS,LLC$3.3M15,9980NO CHANGE
308KEYBANK NATIONAL ASSOCIATION/OH$3.3M15,927+1,691ADD
309YOUSIF CAPITAL MANAGEMENT, LLC$3.3M15,782−572TRIM
310Elevate Capital Advisors, LLC$3.3M15,768−6,781TRIM
311Envestnet Portfolio Solutions, Inc.$3.2M15,627−9,220TRIM
312BURNEY CO/$3.2M15,560−414TRIM
31344 WEALTH MANAGEMENT LLC$3.2M15,497−1,657TRIM
314UHLMANN PRICE SECURITIES, LLC$3.2M14,938+14,938NEW
315Generali Asset Management SPA SGR$3.2M15,379+5,125ADD
316UniSuper Management Pty Ltd$3.2M15,343−1,588TRIM
317OP Asset Management Ltd$3.2M15,307—NO PRIOR
318Sierra Legacy Group$3.2M15,195+89ADD
319OCCUDO QUANTITATIVE STRATEGIES LP$3.1M16,743+16,743NEW
320PICTON MAHONEY ASSET MANAGEMENT$3.1M14,880+1,890ADD
321Oak Thistle LLC$3.1M14,857+10,909ADD
322JOHNSON INVESTMENT COUNSEL INC$3.1M14,838−1,784TRIM
323Farringdon Capital, Ltd.$3.1M14,793+10,372ADD
324CAPSTONE INVESTMENT ADVISORS, LLC$3.1M14,726+2,788ADD
325Sowell Financial Services LLC$3.1M14,702+640ADD
326Investment Management Corp of Ontario$3.0M14,571+700ADD
327Private Advisor Group, LLC$3.0M14,544−211TRIM
328Bridgewater Associates, LP$3.0M14,441+5,169ADD
329Moors & Cabot, Inc.$3.0M14,415+323ADD
330GREAT VALLEY ADVISOR GROUP, INC.$2.9M14,111+897ADD
331REGIONS FINANCIAL CORP$2.9M14,044−928TRIM
332DT Investment Partners, LLC$2.9M13,9510NO CHANGE
333Chesley Taft & Associates LLC$2.9M13,826−1TRIM
334CARRET ASSET MANAGEMENT, LLC$2.8M13,5000NO CHANGE
335Arnhold LLC$2.8M13,4800NO CHANGE
336D.A. DAVIDSON & CO.$2.8M13,470−1,392TRIM
337SIRIOS CAPITAL MANAGEMENT L P$2.8M13,458+5,731ADD
338Settian Capital LP$2.8M13,4000NO CHANGE
339Arax Advisory Partners$2.8M13,316+12,780ADD
340Dakota Wealth Management$2.7M13,161−10,569TRIM
341Geneva Partners, LLC$2.7M12,932+12,932NEW
342Crossmark Global Holdings, Inc.$2.7M12,807—NO PRIOR
343DEARBORN PARTNERS LLC$2.6M12,569−118TRIM
344CULBERTSON A N & CO INC$2.6M12,559−600TRIM
345JAMISON PRIVATE WEALTH MANAGEMENT, INC.$2.6M12,544+257ADD
346Kentucky Farm Bureau Mutual Insurance Co$2.6M12,500—NO PRIOR
347PRINCIPAL SECURITIES, INC.$2.6M12,475−6,405TRIM
348Graham Capital Management, L.P.$2.6M12,469+10,792ADD
349CENTRAL TRUST Co$2.6M12,282+40ADD
350DAVENPORT & Co LLC$2.5M12,264+1,344ADD
351Next Level Private LLC$2.5M12,254+3ADD
352MAI Capital Management$2.5M12,197−424TRIM
353BAHL & GAYNOR INC$2.5M12,162−215TRIM
354CREDIT AGRICOLE S A$2.5M12,130+4,829ADD
355Tudor Financial Inc.$2.5M11,9150NO CHANGE
356GREENLEAF TRUST$2.5M11,787−154TRIM
357Siemens Fonds Invest GmbH$2.5M11,787+54ADD
358ASHTON THOMAS SECURITIES, LLC$2.4M11,723+11,723NEW
359AMI INVESTMENT MANAGEMENT INC$2.4M11,481−173TRIM
360ICW Investment Advisors LLC$2.4M11,465+102ADD
361MGO ONE SEVEN LLC$2.4M11,384+1,257ADD
362Knollwood Investment Advisory, LLC$2.3M11,2090NO CHANGE
363RED CEDAR INVESTMENT MANAGEMENT, LLC$2.3M11,042+11,042NEW
364MACQUARIE GROUP LTD$2.3M10,872−7,837TRIM
365Prospera Financial Services Inc$2.2M10,761−368TRIM
366Hillman Capital Management, Inc.$2.2M10,608−2,700TRIM
367Laird Norton Wetherby Trust Company, LLC$2.1M10,332−2,483TRIM
368Candriam S.C.A.$2.1M10,3140NO CHANGE
369Savant Capital, LLC$2.1M10,235+1,033ADD
370COMMERCE BANK$2.1M10,187+1,765ADD
371ABN AMRO INVESTMENT SOLUTIONS$2.1M10,143+10,143NEW
372Meadowbrook Advisors Group, LLC$2.1M10,017−1,130TRIM
373Lido Advisors, LLC$2.1M10,011+742ADD
374Westhampton Capital, LLC$2.1M9,9270NO CHANGE
375Virtus Investment Advisers, LLC$2.1M9,903+9,903NEW
376Lantz Financial LLC$2.1M9,896−488TRIM
377PANAGORA ASSET MANAGEMENT INC$2.0M9,688−15TRIM
378PRECEDENT WEALTH PARTNERS, LLC$2.0M9,655+498ADD
379Texas Yale Capital Corp.$2.0M9,4600NO CHANGE
380HUTNER CAPITAL MANAGEMENT INC$1.9M9,287+3ADD
381Concurrent Investment Advisors, LLC$1.9M9,147−277TRIM
382TWO SIGMA SECURITIES, LLC$1.9M9,086+7,755ADD
383NorthCrest Asset Manangement, LLC$1.9M9,074−2,954TRIM
384MIZUHO SECURITIES USA LLC$1.9M8,958−1,831TRIM
385ABSHER WEALTH MANAGEMENT, LLC$1.8M8,883−3,688TRIM
386HBW ADVISORY SERVICES LLC$1.8M8,876+220ADD
387Rafferty Asset Management, LLC$1.8M8,865−3,543TRIM
388Castle Rock Wealth Management, LLC$1.8M8,863+1ADD
389Ethic Inc.$1.8M8,789+1,594ADD
390Summit Trail Advisors, LLC$1.8M8,670−334TRIM
391TOTH FINANCIAL ADVISORY CORP$1.8M8,507+597ADD
392Sequoia Financial Advisors, LLC$1.7M8,414+640ADD
393HUSSMAN STRATEGIC ADVISORS, INC.$1.7M8,400−2,100TRIM
394Lafayette Investments, Inc.$1.7M8,232−19TRIM
395Norinchukin Bank, The$1.7M8,206+37ADD
396Buttonwood Financial Advisors Inc.$1.7M8,130−101TRIM
397Wescott Financial Advisory Group, LLC$1.7M8,117+336ADD
398NewEdge Wealth, LLC$1.7M8,092−3,480TRIM
399Allegheny Financial Group$1.7M8,086+20ADD
400BRADLEY FOSTER & SARGENT INC/CT$1.7M8,079−725TRIM
401J.P. Marvel Investment Advisors, LLC$1.7M8,0000NO CHANGE
402Titan Investment Management LLC$1.7M7,993+7,993NEW
403Jacobi Capital Management LLC$1.7M7,982−80TRIM
404EP Wealth Advisors, LLC$1.6M7,822+1,279ADD
405Weaver C. Barksdale & Associates, Inc.$1.6M7,821+531ADD
406Pacific Point Advisors, LLC$1.6M7,801−144TRIM
407Stratos Wealth Partners, LTD.$1.6M7,712+294ADD
408Clark & Stuart, Inc$1.6M7,675−50TRIM
409AUXIER ASSET MANAGEMENT LLC$1.6M7,660−5,800TRIM
410Walleye Trading LLC$1.6M7,541−21,065TRIM
411LEAVELL INVESTMENT MANAGEMENT, INC.$1.6M7,496−200TRIM
412RWA WEALTH PARTNERS, LLC$1.6M7,474+1,031ADD
413Maryland State Retirement & Pension System$1.6M7,4670NO CHANGE
414Town & Country Bank & Trust CO dba First Bankers Trust CO$1.5M7,412−130TRIM
415RKL Wealth Management LLC$1.5M7,375−24TRIM
416Osmosis Investment Management UK Ltd$1.5M7,368−32,784TRIM
417Highview Capital Management LLC/DE/$1.5M7,363+7,363NEW
418Waverly Advisors, LLC$1.5M7,108+559ADD
419HOWLAND CAPITAL MANAGEMENT LLC$1.5M7,0960NO CHANGE
420CI INVESTMENTS INC.$1.5M7,095+176ADD
421CHRISTINE MESSMER PC$1.5M7,081+105ADD
422Geneos Wealth Management Inc.$1.5M7,035+690ADD
423Wallace Capital Management Inc.$1.5M7,005−1,130TRIM
424OMERS ADMINISTRATION Corp$1.5M6,997+1,649ADD
425EXCHANGE TRADED CONCEPTS, LLC$1.4M6,965−2,604TRIM
426DAVIS R M INC$1.4M6,864−3,102TRIM
427LONDON CO OF VIRGINIA$1.4M6,8080NO CHANGE
428Asset Advisors Investment Management, LLC$1.4M6,8000NO CHANGE
429Provident Investment Management, Inc.$1.4M6,775−35TRIM
430QRG CAPITAL MANAGEMENT, INC.$1.4M6,772+1,452ADD
431Midwest Trust Co$1.4M6,726+400ADD
432MONEY CONCEPTS CAPITAL CORP$1.4M6,705+31ADD
433Tempus Wealth Planning, LLC$1.4M6,691+11ADD
434Allspring Global Investments Holdings, LLC$1.4M6,822+181ADD
435Verity & Verity, LLC$1.4M6,642−3,224TRIM
436Haverford Trust Co$1.4M6,635−161TRIM
437Brooklyn Investment Group$1.4M6,619+4,323ADD
438Allworth Financial LP$1.4M6,610+80ADD
439Tower Research Capital LLC (TRC)$1.4M6,591+3,758ADD
440Jones Kertz & Associates, Inc.$1.4M6,586−25TRIM
441Diversified Enterprises, LLC$1.4M6,582+5,450ADD
442Capital Investment Advisors, LLC$1.4M6,515−1,110TRIM
443Gouws Capital LLC$1.3M6,4000NO CHANGE
444FIDUCIARY FAMILY OFFICE, LLC$1.3M6,400+4,800ADD
445ASSETMARK, INC$1.3M6,396−9,955TRIM
446PETTYJOHN, WOOD & WHITE, INC$1.3M6,325+150ADD
447FOX RUN MANAGEMENT, L.L.C.$1.3M6,147+6,147NEW
448KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$1.3M6,309+145ADD
449Massachusetts Wealth Management$1.3M6,2950NO CHANGE
450RB Capital Management, LLC$1.3M6,286+42ADD
451INTRUST BANK NA$1.3M6,201+678ADD
452Vise Technologies, Inc.$1.3M7,0000NO CHANGE
453RETIREMENT GUYS FORMULA LLC$1.3M6,128−740TRIM
454AE Wealth Management LLC$1.3M6,113+22ADD
455TOKIO MARINE ASSET MANAGEMENT CO LTD$1.3M6,105+772ADD
456Ballentine Partners, LLC$1.3M6,100+349ADD
457MUFG Securities EMEA plc$1.3M6,0790NO CHANGE
458CALDWELL SUTTER CAPITAL, INC.$1.3M6,060−44TRIM
459Magnetar Financial LLC$1.3M5,891+5,891NEW
460Metis Global Partners, LLC$1.2M5,988−1,018TRIM
461KESTRA PRIVATE WEALTH SERVICES, LLC$1.2M5,873−519TRIM
462Bryn Mawr Trust Advisors, LLC$1.2M5,831−74TRIM
463Waterfront Wealth Inc.$1.2M5,829+277ADD
464Peregrine Asset Advisers, Inc.$1.2M5,766+200ADD
465AlphaCore Capital LLC$1.2M5,708−735TRIM
466Procyon Advisors, LLC$1.2M5,706+4,004ADD
467E. Ohman J:or Asset Management AB$1.2M5,6900NO CHANGE
468World Investment Advisors$1.2M5,629+144ADD
469Drucker Wealth 3.0, LLC$1.2M5,587+500ADD
470ALPS ADVISORS INC$1.1M5,481−350TRIM
471Saudi Central Bank$1.1M5,469+5,469NEW
472MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC$1.1M5,461+1ADD
473Callan Family Office, LLC$1.1M5,399+319ADD
474Aaron Wealth Advisors LLC$1.1M5,394+1,607ADD
475Apollon Wealth Management, LLC$1.1M5,349−97TRIM
476Old North State Wealth Management, LLC$1.1M5,307+17ADD
477Assenagon Asset Management S.A.$1.1M5,237−57,630TRIM
478Applied Finance Capital Management, LLC$1.1M5,236+464ADD
479Oxler Private Wealth LLC$1.1M5,230+35ADD
480Numerai GP LLC$1.1M5,133+5,133NEW
481MITCHELL MCLEOD PUGH & WILLIAMS INC$1.1M5,097+8ADD
482Empirical Finance, LLC$1.1M5,096−6TRIM
483Atlantic Union Bankshares Corp$1.1M5,085+77ADD
484LAZARD ASSET MANAGEMENT LLC$1.1M5,059+47ADD
485CHILTON CAPITAL MANAGEMENT LLC$1.0M5,0450NO CHANGE
486Sylvest Advisors, LLC$1.0M5,042+56ADD
487PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0M5,0000NO CHANGE
488DV Trading LLC$1.0M5,0000NO CHANGE
489GROUP ONE TRADING LLC$1.0M4,978+4,978NEW
490Glenview Trust Co$1.0M4,967+1,103ADD
491Schonfeld Strategic Advisors LLC$1.0M4,963+3,401ADD
492Van Cleef Asset Management,Inc$1.0M4,943−47TRIM
493Clare Market Investments LLC$1.0M4,930—NO PRIOR
494SIH Partners, LLLP$1.0M4,904+4,904NEW
495Sustainable Insight Capital Management, LLC$1.0M4,900+4,900NEW
496Benin Management CORP$1.0M4,899−5TRIM
497Dynasty Wealth Management, LLC$1.0M4,854−159TRIM
498Stratos Investment Management, LLC$1.0M4,851+391ADD
499Wealthspire Advisors, LLC$1.0M4,851−713TRIM
500QUADRANT CAPITAL GROUP LLC$1000K4,810+29ADD
Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · HSY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
2 Dan Newhouse R–WA-4, Tommy Tuberville R–AL $2K–$30K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · HERSHEY CO

Merged timeline of congressional filings and notable-manager moves on HSY
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSELL$1K–$15K
2026-07-21Alan Armstrong CongressBUY$1K–$15K
2026-07-17Dan Newhouse CongressSELL$1K–$15K
2026-05-15Tudor Investment Corp 13FNEW+103,776 sh
2026-05-15Gotham Asset Management 13FADD+63,025 sh
2026-05-15Bridgewater Associates 13FADD+5,169 sh
2026-05-01Markel Group 13FADD+7,500 sh

7 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

19 members of Congress disclosed HSY — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).