Who holds HSYticker 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 ↗

1,118

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$22.3B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

563

addsholders whose share count rose or who opened the position (new + add), by shares

127

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.7B	12,780,486	+865,242	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$2.0B	9,626,691	—	no prior
3	STATE STREET CORP	$1.5B	7,320,055	+121,771	add
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.5B	7,204,428	—	no prior
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$894M	4,298,750	−1,016,903	trim
6	MORGAN STANLEY	$820M	3,942,865	+634,457	add
7	ROYAL BANK OF CANADA	$631M	3,036,456	−43,810	trim
8	FMR LLC	$622M	2,990,420	+1,283,305	add
9	Capital World Investors	$572M	2,750,000	+2,750,000	new
10	Capital Research Global Investors	$495M	2,382,693	+777,101	add
11	TWO SIGMA INVESTMENTS, LP	$411M	1,975,205	+1,788,649	add
12	HERSHEY TRUST CO	$405M	1,946,119	−120,014	trim
13	NORTHERN TRUST CORP	$370M	1,779,488	+183,094	add
14	Invesco Ltd.	$354M	1,702,443	+370,423	add
15	BANK OF AMERICA CORP /DE/	$290M	1,395,644	+127,113	add
16	STIFEL FINANCIAL CORP	$254M	1,219,598	−7,632	trim
17	DIMENSIONAL FUND ADVISORS LP	$252M	1,210,466	+19,772	add
18	UBS Group AG	$228M	1,097,206	−239,072	trim
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$226M	1,085,384	−246,346	trim
20	FIRST TRUST ADVISORS LP	$225M	1,083,675	+822,772	add
21	Legal & General Group Plc	$210M	1,010,732	+8,816	add
22	ENVESTNET ASSET MANAGEMENT INC	$210M	1,009,886	−21,121	trim
23	Qube Research & Technologies Ltd	$183M	878,840	+878,840	new
24	Amundi	$177M	853,537	+233,045	add
25	VANGUARD FIDUCIARY TRUST CO	$174M	835,993	—	no prior
26	CITADEL ADVISORS LLC	$152M	729,883	−299,848	trim
27	CONFLUENCE INVESTMENT MANAGEMENT LLC	$144M	690,349	−7,565	trim
28	DEUTSCHE BANK AG\	$143M	686,466	+131,559	add
29	JANE STREET GROUP, LLC	$140M	672,234	+667,686	add
30	WELLS FARGO & COMPANY/MN	$121M	580,922	−45,696	trim
31	RAYMOND JAMES FINANCIAL INC	$115M	555,205	+26,830	add
32	EQUITY INVESTMENT CORP	$114M	548,141	−16,060	trim
33	MILLENNIUM MANAGEMENT LLC	$113M	541,261	+361,883	add
34	CITIGROUP INC	$107M	515,829	+182,369	add
35	Squarepoint Ops LLC	$102M	490,844	−185,505	trim
36	LPL Financial LLC	$99.4M	478,007	−34,166	trim
37	Swiss National Bank	$90.4M	434,900	+29,000	add
38	SCHARF INVESTMENTS, LLC	$86.9M	418,116	−77,660	trim
39	BARCLAYS PLC	$86.6M	416,702	−12,938	trim
40	US BANCORP \DE\	$83.8M	403,194	−3,398	trim
41	Nuveen, LLC	$81.7M	392,885	+65,134	add
42	BANK OF MONTREAL /CAN/	$80.6M	387,840	−42,078	trim
43	AMERICAN CENTURY COMPANIES INC	$80.6M	387,604	−65,787	trim
44	AXIOM INVESTORS LLC /DE	$79.1M	380,677	+380,677	new
45	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$78.3M	376,589	+376,589	new
46	Man Group plc	$77.8M	374,473	+349,391	add
47	Mitsubishi UFJ Asset Management Co., Ltd.	$70.3M	338,082	+24,022	add
48	Trexquant Investment LP	$69.6M	334,866	+330,186	add
49	National Pension Service	$68.9M	331,375	+331,375	new
50	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$68.9M	331,296	−48,379	trim
51	HSBC HOLDINGS PLC	$68.8M	330,842	−275,804	trim
52	Clark Capital Management Group, Inc.	$67.6M	325,407	+81,622	add
53	Vanguard Global Advisers, LLC	$67.3M	323,539	—	no prior
54	FRANKLIN RESOURCES INC	$65.1M	313,116	+12,313	add
55	VANGUARD ASSET MANAGEMENT, Ltd	$61.1M	293,760	—	no prior
56	WESTWOOD HOLDINGS GROUP INC	$58.4M	280,906	+5,759	add
57	Focus Partners Wealth	$57.3M	275,698	+13,579	add
58	VICTORY CAPITAL MANAGEMENT INC	$57.2M	275,116	−131,729	trim
59	Mawer Investment Management Ltd.	$55.2M	265,527	+19,328	add
60	ANCHOR CAPITAL ADVISORS LLC	$50.0M	240,279	−9,535	trim
61	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$47.5M	228,353	+228,353	new
62	BALYASNY ASSET MANAGEMENT L.P.	$46.8M	225,053	−1,053,828	trim
63	NORDEA INVESTMENT MANAGEMENT AB	$45.9M	218,230	+32,916	add
64	SEI INVESTMENTS CO	$43.0M	206,972	+128,950	add
65	ZACKS INVESTMENT MANAGEMENT	$41.6M	200,228	+43,132	add
66	PRINCIPAL FINANCIAL GROUP INC	$41.1M	197,503	−33,639	trim
67	TD ASSET MANAGEMENT INC	$41.0M	197,381	−23,084	trim
68	WORLDQUANT MILLENNIUM ADVISORS LLC	$39.7M	191,201	+191,201	new
69	Willis Investment Counsel	$37.6M	180,961	+417	add
70	Azimuth Capital Investment Management LLC	$37.4M	179,858	+33,195	add
71	RENAISSANCE GROUP LLC	$37.0M	178,048	+178,048	new
72	AQR CAPITAL MANAGEMENT LLC	$36.6M	176,286	−23,593	trim
73	CANADA PENSION PLAN INVESTMENT BOARD	$36.1M	173,639	−74,963	trim
74	STOREBRAND ASSET MANAGEMENT AS	$35.7M	171,695	—	no prior
75	NFJ INVESTMENT GROUP, LLC	$35.2M	169,471	+169,471	new
76	Ensign Peak Advisors, Inc	$31.0M	149,058	+19,104	add
77	BERKSHIRE ASSET MANAGEMENT LLC/PA	$30.6M	147,259	+1,105	add
78	Swedbank AB	$30.6M	147,239	+254	add
79	Zurcher Kantonalbank (Zurich Cantonalbank)	$30.3M	145,984	+145,984	new
80	ALLIANCEBERNSTEIN L.P.	$29.7M	163,239	−3,187	trim
81	Mirae Asset Global Investments Co., Ltd.	$28.7M	137,874	−20,948	trim
82	AVIVA PLC	$27.7M	133,349	+9,389	add
83	READYSTATE ASSET MANAGEMENT LP	$26.9M	129,513	−266,139	trim
84	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$26.9M	129,304	+1,454	add
85	SEB Asset Management AB	$26.8M	128,873	—	no prior
86	Quantinno Capital Management LP	$26.5M	127,291	+17,598	add
87	MML INVESTORS SERVICES, LLC	$25.7M	123,673	−24,358	trim
88	SCHRODER INVESTMENT MANAGEMENT GROUP	$24.9M	119,740	−6,288	trim
89	Aberdeen Group plc	$24.5M	118,010	+7,669	add
90	Arbejdsmarkedets Tillaegspension	$24.5M	117,735	−12,363	trim
91	CORDA Investment Management, LLC.	$24.1M	116,004	−2,135	trim
92	Korea Investment CORP	$23.9M	115,001	−7,292	trim
93	Susquehanna Portfolio Strategies, LLC	$23.6M	113,529	0	no change
94	MACKENZIE FINANCIAL CORP	$23.3M	112,099	+34,292	add
95	Tidal Investments LLC	$23.2M	111,675	−7,752	trim
96	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$22.7M	109,319	+41,900	add
97	Iron Gate Global Advisors LLC	$22.5M	108,434	−11,048	trim
98	Cetera Investment Advisers	$22.0M	105,982	−11,481	trim
99	ADAGE CAPITAL PARTNERS GP, L.L.C.	$21.6M	103,785	+1,000	add
100	TUDOR INVESTMENT CORP ET AL	$21.6M	103,776	+103,776	new
101	Universal- Beteiligungs- und Servicegesellschaft mbH	$21.3M	102,655	+2,458	add
102	ROYAL LONDON ASSET MANAGEMENT LTD	$21.0M	100,778	+157	add
103	HighTower Advisors, LLC	$20.2M	97,079	−1,104	trim
104	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$19.9M	95,749	+19,918	add
105	Sone Capital Management, LLC	$19.4M	93,120	+93,120	new
106	SKBA CAPITAL MANAGEMENT LLC	$19.3M	92,600	+10,490	add
107	PFA Pension, Forsikringsaktieselskab	$18.8M	90,301	+90,301	new
108	STATE OF WISCONSIN INVESTMENT BOARD	$18.7M	90,150	+1,148	add
109	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$18.7M	89,854	+58,014	add
110	HEARTLAND ADVISORS INC	$18.5M	88,864	−8,314	trim
111	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$18.1M	86,919	−4,431	trim
112	Advisors Capital Management, LLC	$17.9M	85,903	+2,615	add
113	Asset Management One Co., Ltd.	$17.8M	85,516	−1,539	trim
114	TRUIST FINANCIAL CORP	$17.7M	85,025	+652	add
115	FIFTH THIRD BANCORP	$17.5M	84,215	+47,017	add
116	Wilmington Savings Fund Society, FSB	$17.5M	84,014	−1,469	trim
117	OSAIC HOLDINGS, INC.	$17.4M	83,502	+7,745	add
118	Connor, Clark & Lunn Investment Management Ltd.	$17.3M	83,363	+81,077	add
119	WELLINGTON MANAGEMENT GROUP LLP	$16.4M	78,820	+65,928	add
120	Allianz Asset Management GmbH	$16.0M	76,731	+64,810	add
121	Pictet Asset Management Holding SA	$15.9M	76,306	+10,558	add
122	Illinois Municipal Retirement Fund	$15.8M	76,220	+2,315	add
123	Aquatic Capital Management LLC	$15.8M	76,115	+30,310	add
124	COMMONWEALTH EQUITY SERVICES, LLC	$15.8M	75,999	+4,582	add
125	Chevy Chase Trust Holdings, LLC	$15.8M	75,949	−2,826	trim
126	MARKEL GROUP INC.	$15.6M	75,000	+7,500	add
127	Vanguard Investments Australia, Ltd.	$15.4M	74,265	—	no prior
128	Beacon Pointe Advisors, LLC	$15.1M	72,634	+1,060	add
129	PRUDENTIAL FINANCIAL INC	$14.9M	71,594	−1,891	trim
130	Beck Bode, LLC	$14.8M	71,080	+71,080	new
131	Verition Fund Management LLC	$14.4M	69,134	−1,420	trim
132	Creative Planning	$14.2M	68,155	−2,689	trim
133	Alyeska Investment Group, L.P.	$14.1M	67,917	−262,113	trim
134	Gotham Asset Management, LLC	$14.0M	67,237	+63,025	add
135	Foster Victor Wealth Advisors, LLC	$13.9M	70,401	+1,980	add
136	NOMURA HOLDINGS INC	$13.6M	65,622	+63,150	add
137	Alley Investment Management Company, LLC	$13.6M	65,398	+29,753	add
138	MAIRS & POWER INC	$13.4M	64,560	−3,048	trim
139	APG Asset Management N.V.	$13.4M	74,325	+29,097	add
140	Wealthfront Advisers LLC	$13.4M	64,226	+290	add
141	CIBC Asset Management Inc	$13.3M	64,143	+556	add
142	Miramar Capital, LLC	$13.3M	63,835	−1,579	trim
143	BRIDGES INVESTMENT MANAGEMENT INC	$13.2M	63,551	+1,272	add
144	BNP Paribas Asset Management Holding S.A.	$12.7M	61,135	−785	trim
145	Brookstone Capital Management	$12.6M	60,377	−5,592	trim
146	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$12.5M	60,310	+54,453	add
147	OPPENHEIMER & CO INC	$12.1M	58,204	+2,113	add
148	Resona Asset Management Co.,Ltd.	$12.1M	57,756	+125	add
149	NOMURA ASSET MANAGEMENT CO LTD	$12.0M	57,795	−1,890	trim
150	LBP AM SA	$12.0M	57,674	−3,307	trim
151	NATIONAL BANK OF CANADA /FI/	$11.9M	57,024	−83,508	trim
152	Bank Julius Baer & Co. Ltd, Zurich	$11.6M	54,656	+4,901	add
153	ALLIANZ SE	$11.6M	55,741	0	no change
154	GRIMES & Co WEALTH MANAGEMENT, LLC	$11.6M	55,688	−513	trim
155	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$11.5M	55,396	+55,396	new
156	Eurizon Capital SGR S.p.A.	$11.5M	55,076	−12,689	trim
157	STANSBERRY ASSET MANAGEMENT, LLC	$11.2M	53,726	+26,803	add
158	Robeco Institutional Asset Management B.V.	$11.1M	53,592	+42,523	add
159	UMB Bank, n.a.	$11.1M	53,397	+755	add
160	GW HENSSLER & ASSOCIATES LTD	$10.9M	52,664	+2,282	add
161	PRUDENTIAL PLC	$10.6M	50,908	+42,920	add
162	State of New Jersey Common Pension Fund D	$10.6M	50,904	0	no change
163	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$10.3M	49,429	−63,158	trim
164	Corient Private Wealth LLC	$10.3M	49,793	−68,472	trim
165	Tredje AP-fonden	$10.2M	49,185	+49,185	new
166	OLD NATIONAL BANCORP /IN/	$10.2M	49,024	+4,560	add
167	NatWest Group plc	$10.1M	48,601	+48,601	new
168	Lansforsakringar Fondforvaltning AB (publ)	$10.0M	48,215	−102	trim
169	Soltis Investment Advisors LLC	$10.0M	48,166	+1,110	add
170	Palisade Asset Management, LLC	$9.9M	47,662	−35	trim
171	Baird Financial Group, Inc.	$9.8M	47,072	+47,072	new
172	Swiss Life Asset Management Ltd	$9.6M	46,396	+17,389	add
173	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$9.5M	55,186	−7,904	trim
174	Mitsubishi UFJ Trust & Banking Corp	$9.5M	45,560	+41,769	add
175	DnB Asset Management AS	$9.4M	45,303	+3,774	add
176	Cerity Partners LLC	$9.1M	43,668	−6,931	trim
177	TORONTO DOMINION BANK	$9.0M	43,447	−27,921	trim
178	TrueMark Investments, LLC	$8.9M	42,634	+12,171	add
179	CIBC Bancorp USA Inc.	$8.8M	42,320	—	no prior
180	Qsemble Capital Management, LP	$8.5M	40,923	+529	add
181	Czech National Bank	$8.4M	40,354	+1,282	add
182	Arizona State Retirement System	$8.4M	40,274	−536	trim
183	BLAIR WILLIAM & CO/IL	$8.4M	40,250	+1,436	add
184	STATE OF MICHIGAN RETIREMENT SYSTEM	$8.2M	39,634	−100	trim
185	JLB & ASSOCIATES INC	$8.2M	39,511	−10,411	trim
186	Orion Investment Co	$8.1M	38,984	+593	add
187	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$7.7M	36,911	+36,911	new
188	D. E. Shaw & Co., Inc.	$7.6M	36,523	+33,811	add
189	Rodgers Brothers Inc.	$7.5M	35,868	−8,301	trim
190	Mariner, LLC	$7.4M	35,647	−461	trim
191	Poehling Capital Management, INC.	$7.4M	35,547	−1,131	trim
192	BENJAMIN EDWARDS INC	$7.4M	35,376	−1,181	trim
193	M&T BANK CORP	$7.3M	35,162	−589	trim
194	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$7.2M	34,516	+50	add
195	B. Metzler seel. Sohn & Co. AG	$7.1M	34,251	+8,212	add
196	Jefferies Financial Group Inc.	$7.0M	33,675	+18,597	add
197	Cresset Asset Management, LLC	$7.0M	33,649	+369	add
198	USS Investment Management Ltd	$7.0M	33,490	+2,882	add
199	Empowered Funds, LLC	$6.9M	33,268	+33,268	new
200	Owlhouse Capital LP	$6.8M	32,800	+24,300	add
201	VOYA INVESTMENT MANAGEMENT LLC	$6.8M	32,718	+945	add
202	Aptus Capital Advisors, LLC	$6.7M	32,402	+285	add
203	Equitable Holdings, Inc.	$6.7M	36,840	−1,275	trim
204	BANK OF NOVA SCOTIA	$6.7M	32,042	+6,694	add
205	Retirement Systems of Alabama	$6.5M	31,466	−55	trim
206	1834 INVESTMENT ADVISORS CO	$6.5M	31,260	+1,324	add
207	Monte Financial Group, LLC	$6.5M	31,090	−7,309	trim
208	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$6.4M	30,697	−95,682	trim
209	OneDigital Investment Advisors LLC	$6.3M	30,385	+694	add
210	Pathstone Holdings, LLC	$6.3M	30,253	−2,151	trim
211	Glassy Mountain Advisors, Inc.	$6.2M	30,012	−33	trim
212	IFM Investors Pty Ltd	$6.2M	29,950	+338	add
213	Steward Partners Investment Advisory, LLC	$6.2M	29,763	+1,455	add
214	GUGGENHEIM CAPITAL LLC	$6.1M	29,220	−7,837	trim
215	WESTFIELD CAPITAL MANAGEMENT CO LP	$6.1M	29,158	+158	add
216	Woodline Partners LP	$6.0M	29,022	−108,446	trim
217	XPONANCE LLC	$6.0M	28,930	+4,631	add
218	Advisors Asset Management, Inc.	$6.0M	28,881	−2,936	trim
219	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$6.0M	28,730	+6,689	add
220	Slagle Financial, LLC	$5.9M	28,222	+285	add
221	MERCER GLOBAL ADVISORS INC /ADV	$5.8M	27,963	+452	add
222	CIBC WORLD MARKET INC.	$5.8M	27,729	−34	trim
223	Merit Financial Group, LLC	$5.8M	27,716	−4,977	trim
224	Mengis Capital Management, Inc.	$5.7M	27,455	−20	trim
225	BROWN ADVISORY INC	$5.7M	27,382	+77	add
226	Portland Global Advisors LLC	$5.7M	27,378	−3,381	trim
227	W.G. Shaheen & Associates DBA Whitney & Co	$5.7M	27,276	−700	trim
228	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$5.6M	27,065	+7,072	add
229	Employees Provident Fund Board	$5.6M	27,000	0	no change
230	Engineers Gate Manager LP	$5.6M	26,850	−181,451	trim
231	Kestra Advisory Services, LLC	$5.5M	26,588	−3,745	trim
232	BONTEMPO OHLY CAPITAL MGMT LLC	$5.4M	25,841	−427	trim
233	Rockefeller Capital Management L.P.	$5.3M	25,485	−4,066	trim
234	Dai-ichi Life Insurance Company, Ltd	$5.3M	25,308	+2,761	add
235	Philip James Wealth Mangement, LLC	$5.3M	25,293	−48	trim
236	Daiwa Securities Group Inc.	$5.3M	25,292	+1,391	add
237	Sanctuary Advisors, LLC	$5.2M	25,100	+1,169	add
238	Signature Wealth Management Group	$5.2M	24,923	+50	add
239	NewEdge Advisors, LLC	$5.1M	24,724	−186	trim
240	STEPHENS INC /AR/	$5.1M	24,636	−27,769	trim
241	Andra AP-fonden	$5.1M	24,500	+5,899	add
242	Ashton Thomas Private Wealth, LLC	$5.0M	23,865	+832	add
243	PUBLIC SECTOR PENSION INVESTMENT BOARD	$5.0M	23,847	+4,630	add
244	Sumitomo Mitsui DS Asset Management Company, Ltd	$4.9M	23,705	+95	add
245	Utah Retirement Systems	$4.9M	23,649	−348	trim
246	FIDUCIARY TRUST CO	$4.9M	23,622	−43	trim
247	INTECH INVESTMENT MANAGEMENT LLC	$4.9M	23,587	+9,378	add
248	HAMEL ASSOCIATES, INC.	$4.9M	23,458	−25	trim
249	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.9M	23,402	+7,488	add
250	MAVERICK CAPITAL LTD	$4.8M	23,317	+12,817	add
251	PARTHENON LLC	$4.8M	23,215	−350	trim
252	Rakuten Investment Management, Inc.	$4.7M	22,156	+2,509	add
253	CWM, LLC	$4.7M	22,700	−2,257	trim
254	Ironwood Investment Counsel, LLC	$4.7M	22,554	+776	add
255	ICICI Prudential Asset Management Co Ltd	$4.6M	22,300	−4,300	trim
256	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$4.6M	22,268	+236	add
257	ProShare Advisors LLC	$4.6M	22,096	−5,396	trim
258	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$4.6M	22,038	+512	add
259	ASR Vermogensbeheer N.V.	$4.6M	21,960	+374	add
260	Independent Advisor Alliance	$4.6M	21,919	−20,831	trim
261	Two Point Capital Management, Inc.	$4.5M	21,596	+21,596	new
262	Federation des caisses Desjardins du Quebec	$4.4M	21,402	+7,395	add
263	LaFleur & Godfrey LLC	$4.4M	21,212	0	no change
264	NEOS Investment Management LLC	$4.4M	20,995	+4,807	add
265	Occidental Asset Management, LLC	$4.3M	20,852	+1,465	add
266	Hamilton Point Investment Advisors, LLC	$4.3M	20,733	−7	trim
267	Vanguard Personalized Indexing Management, LLC	$4.3M	20,720	+1,395	add
268	Orion Porfolio Solutions, LLC	$4.3M	20,702	−1,582	trim
269	AMG National Trust Bank	$4.3M	20,544	+235	add
270	Eliot Finkel Investment Counsel, LLC	$4.3M	20,505	−20	trim
271	Northwest & Ethical Investments L.P.	$4.3M	20,483	+2,200	add
272	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$4.2M	20,419	−5,800	trim
273	NISSAY ASSET MANAGEMENT CORP /JAPAN	$4.2M	20,367	+432	add
274	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$4.2M	20,000	0	no change
275	Econ Financial Services Corp	$4.2M	19,964	−1,512	trim
276	AZZAD ASSET MANAGEMENT INC /ADV	$4.1M	19,861	+188	add
277	GREENWOOD CAPITAL ASSOCIATES LLC	$4.1M	19,818	+19,818	new
278	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.1M	19,612	−3,538	trim
279	SHELTON CAPITAL MANAGEMENT	$4.1M	19,526	0	no change
280	Alphadyne Asset Management LP	$4.0M	19,344	+18,919	add
281	William Allan Corp	$4.0M	19,311	+69	add
282	CIM, LLC	$4.0M	19,292	+6,567	add
283	CITIZENS FINANCIAL GROUP INC/RI	$4.0M	19,244	−1,086	trim
284	&PARTNERS	$4.0M	19,242	−392	trim
285	Bragg Financial Advisors, Inc	$4.0M	19,210	+493	add
286	Mesirow Financial Investment Management, Inc.	$4.0M	19,068	−301	trim
287	Janus Henderson Group Ltd.	$3.9M	18,986	+7,993	add
288	IMC-Chicago, LLC	$3.9M	18,946	+18,946	new
289	Brevan Howard Capital Management LP	$3.9M	18,701	+17,029	add
290	Marshall Financial Group, LLC	$3.9M	18,576	+18,576	new
291	Sagewood Asset Management LP	$3.8M	18,042	+145	add
292	Atria Investments, Inc	$3.7M	18,014	+676	add
293	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$3.7M	17,703	+397	add
294	Concorde Financial Corp	$3.7M	17,594	+290	add
295	Jain Global LLC	$3.6M	17,391	+17,391	new
296	CVFG LLC	$3.6M	17,381	+17,381	new
297	Vontobel Holding Ltd.	$3.6M	17,141	−181	trim
298	Avanza Fonder AB	$3.5M	17,062	+2,537	add
299	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.5M	16,971	0	no change
300	Vident Advisory, LLC	$3.4M	16,346	+5,830	add
301	SevenBridge Financial Group, LLC	$3.4M	17,970	−687	trim
302	Nordwand Advisors, LLC	$3.4M	16,300	0	no change
303	XTX Topco Ltd	$3.4M	16,222	+13,182	add
304	Dana Investment Advisors, Inc.	$3.3M	16,065	−75	trim
305	Fideuram Asset Management (Ireland) dac	$3.3M	14,116	−2,588	trim
306	Havemeyer Place LP	$3.3M	16,026	+16,026	new
307	PROMETHIUM ADVISORS,LLC	$3.3M	15,998	0	no change
308	KEYBANK NATIONAL ASSOCIATION/OH	$3.3M	15,927	+1,691	add
309	YOUSIF CAPITAL MANAGEMENT, LLC	$3.3M	15,782	−572	trim
310	Elevate Capital Advisors, LLC	$3.3M	15,768	−6,781	trim
311	Envestnet Portfolio Solutions, Inc.	$3.2M	15,627	−9,220	trim
312	BURNEY CO/	$3.2M	15,560	−414	trim
313	44 WEALTH MANAGEMENT LLC	$3.2M	15,497	−1,657	trim
314	UHLMANN PRICE SECURITIES, LLC	$3.2M	14,938	+14,938	new
315	Generali Asset Management SPA SGR	$3.2M	15,379	+5,125	add
316	UniSuper Management Pty Ltd	$3.2M	15,343	−1,588	trim
317	OP Asset Management Ltd	$3.2M	15,307	—	no prior
318	Sierra Legacy Group	$3.2M	15,195	+89	add
319	OCCUDO QUANTITATIVE STRATEGIES LP	$3.1M	16,743	+16,743	new
320	PICTON MAHONEY ASSET MANAGEMENT	$3.1M	14,880	+1,890	add
321	Oak Thistle LLC	$3.1M	14,857	+10,909	add
322	JOHNSON INVESTMENT COUNSEL INC	$3.1M	14,838	−1,784	trim
323	Farringdon Capital, Ltd.	$3.1M	14,793	+10,372	add
324	CAPSTONE INVESTMENT ADVISORS, LLC	$3.1M	14,726	+2,788	add
325	Sowell Financial Services LLC	$3.1M	14,702	+640	add
326	Investment Management Corp of Ontario	$3.0M	14,571	+700	add
327	Private Advisor Group, LLC	$3.0M	14,544	−211	trim
328	Bridgewater Associates, LP	$3.0M	14,441	+5,169	add
329	Moors & Cabot, Inc.	$3.0M	14,415	+323	add
330	GREAT VALLEY ADVISOR GROUP, INC.	$2.9M	14,111	+897	add
331	REGIONS FINANCIAL CORP	$2.9M	14,044	−928	trim
332	DT Investment Partners, LLC	$2.9M	13,951	0	no change
333	Chesley Taft & Associates LLC	$2.9M	13,826	−1	trim
334	CARRET ASSET MANAGEMENT, LLC	$2.8M	13,500	0	no change
335	Arnhold LLC	$2.8M	13,480	0	no change
336	D.A. DAVIDSON & CO.	$2.8M	13,470	−1,392	trim
337	SIRIOS CAPITAL MANAGEMENT L P	$2.8M	13,458	+5,731	add
338	Settian Capital LP	$2.8M	13,400	0	no change
339	Arax Advisory Partners	$2.8M	13,316	+12,780	add
340	Dakota Wealth Management	$2.7M	13,161	−10,569	trim
341	Geneva Partners, LLC	$2.7M	12,932	+12,932	new
342	Crossmark Global Holdings, Inc.	$2.7M	12,807	—	no prior
343	DEARBORN PARTNERS LLC	$2.6M	12,569	−118	trim
344	CULBERTSON A N & CO INC	$2.6M	12,559	−600	trim
345	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$2.6M	12,544	+257	add
346	Kentucky Farm Bureau Mutual Insurance Co	$2.6M	12,500	—	no prior
347	PRINCIPAL SECURITIES, INC.	$2.6M	12,475	−6,405	trim
348	Graham Capital Management, L.P.	$2.6M	12,469	+10,792	add
349	CENTRAL TRUST Co	$2.6M	12,282	+40	add
350	DAVENPORT & Co LLC	$2.5M	12,264	+1,344	add
351	Next Level Private LLC	$2.5M	12,254	+3	add
352	MAI Capital Management	$2.5M	12,197	−424	trim
353	BAHL & GAYNOR INC	$2.5M	12,162	−215	trim
354	CREDIT AGRICOLE S A	$2.5M	12,130	+4,829	add
355	Tudor Financial Inc.	$2.5M	11,915	0	no change
356	GREENLEAF TRUST	$2.5M	11,787	−154	trim
357	Siemens Fonds Invest GmbH	$2.5M	11,787	+54	add
358	ASHTON THOMAS SECURITIES, LLC	$2.4M	11,723	+11,723	new
359	AMI INVESTMENT MANAGEMENT INC	$2.4M	11,481	−173	trim
360	ICW Investment Advisors LLC	$2.4M	11,465	+102	add
361	MGO ONE SEVEN LLC	$2.4M	11,384	+1,257	add
362	Knollwood Investment Advisory, LLC	$2.3M	11,209	0	no change
363	RED CEDAR INVESTMENT MANAGEMENT, LLC	$2.3M	11,042	+11,042	new
364	MACQUARIE GROUP LTD	$2.3M	10,872	−7,837	trim
365	Prospera Financial Services Inc	$2.2M	10,761	−368	trim
366	Hillman Capital Management, Inc.	$2.2M	10,608	−2,700	trim
367	Laird Norton Wetherby Trust Company, LLC	$2.1M	10,332	−2,483	trim
368	Candriam S.C.A.	$2.1M	10,314	0	no change
369	Savant Capital, LLC	$2.1M	10,235	+1,033	add
370	COMMERCE BANK	$2.1M	10,187	+1,765	add
371	ABN AMRO INVESTMENT SOLUTIONS	$2.1M	10,143	+10,143	new
372	Meadowbrook Advisors Group, LLC	$2.1M	10,017	−1,130	trim
373	Lido Advisors, LLC	$2.1M	10,011	+742	add
374	Westhampton Capital, LLC	$2.1M	9,927	0	no change
375	Virtus Investment Advisers, LLC	$2.1M	9,903	+9,903	new
376	Lantz Financial LLC	$2.1M	9,896	−488	trim
377	PANAGORA ASSET MANAGEMENT INC	$2.0M	9,688	−15	trim
378	PRECEDENT WEALTH PARTNERS, LLC	$2.0M	9,655	+498	add
379	Texas Yale Capital Corp.	$2.0M	9,460	0	no change
380	HUTNER CAPITAL MANAGEMENT INC	$1.9M	9,287	+3	add
381	Concurrent Investment Advisors, LLC	$1.9M	9,147	−277	trim
382	TWO SIGMA SECURITIES, LLC	$1.9M	9,086	+7,755	add
383	NorthCrest Asset Manangement, LLC	$1.9M	9,074	−2,954	trim
384	MIZUHO SECURITIES USA LLC	$1.9M	8,958	−1,831	trim
385	ABSHER WEALTH MANAGEMENT, LLC	$1.8M	8,883	−3,688	trim
386	HBW ADVISORY SERVICES LLC	$1.8M	8,876	+220	add
387	Rafferty Asset Management, LLC	$1.8M	8,865	−3,543	trim
388	Castle Rock Wealth Management, LLC	$1.8M	8,863	+1	add
389	Ethic Inc.	$1.8M	8,789	+1,594	add
390	Summit Trail Advisors, LLC	$1.8M	8,670	−334	trim
391	TOTH FINANCIAL ADVISORY CORP	$1.8M	8,507	+597	add
392	Sequoia Financial Advisors, LLC	$1.7M	8,414	+640	add
393	HUSSMAN STRATEGIC ADVISORS, INC.	$1.7M	8,400	−2,100	trim
394	Lafayette Investments, Inc.	$1.7M	8,232	−19	trim
395	Norinchukin Bank, The	$1.7M	8,206	+37	add
396	Buttonwood Financial Advisors Inc.	$1.7M	8,130	−101	trim
397	Wescott Financial Advisory Group, LLC	$1.7M	8,117	+336	add
398	NewEdge Wealth, LLC	$1.7M	8,092	−3,480	trim
399	Allegheny Financial Group	$1.7M	8,086	+20	add
400	BRADLEY FOSTER & SARGENT INC/CT	$1.7M	8,079	−725	trim
401	J.P. Marvel Investment Advisors, LLC	$1.7M	8,000	0	no change
402	Titan Investment Management LLC	$1.7M	7,993	+7,993	new
403	Jacobi Capital Management LLC	$1.7M	7,982	−80	trim
404	EP Wealth Advisors, LLC	$1.6M	7,822	+1,279	add
405	Weaver C. Barksdale & Associates, Inc.	$1.6M	7,821	+531	add
406	Pacific Point Advisors, LLC	$1.6M	7,801	−144	trim
407	Stratos Wealth Partners, LTD.	$1.6M	7,712	+294	add
408	Clark & Stuart, Inc	$1.6M	7,675	−50	trim
409	AUXIER ASSET MANAGEMENT LLC	$1.6M	7,660	−5,800	trim
410	Walleye Trading LLC	$1.6M	7,541	−21,065	trim
411	LEAVELL INVESTMENT MANAGEMENT, INC.	$1.6M	7,496	−200	trim
412	RWA WEALTH PARTNERS, LLC	$1.6M	7,474	+1,031	add
413	Maryland State Retirement & Pension System	$1.6M	7,467	0	no change
414	Town & Country Bank & Trust CO dba First Bankers Trust CO	$1.5M	7,412	−130	trim
415	RKL Wealth Management LLC	$1.5M	7,375	−24	trim
416	Osmosis Investment Management UK Ltd	$1.5M	7,368	−32,784	trim
417	Highview Capital Management LLC/DE/	$1.5M	7,363	+7,363	new
418	Waverly Advisors, LLC	$1.5M	7,108	+559	add
419	HOWLAND CAPITAL MANAGEMENT LLC	$1.5M	7,096	0	no change
420	CI INVESTMENTS INC.	$1.5M	7,095	+176	add
421	CHRISTINE MESSMER PC	$1.5M	7,081	+105	add
422	Geneos Wealth Management Inc.	$1.5M	7,035	+690	add
423	Wallace Capital Management Inc.	$1.5M	7,005	−1,130	trim
424	OMERS ADMINISTRATION Corp	$1.5M	6,997	+1,649	add
425	EXCHANGE TRADED CONCEPTS, LLC	$1.4M	6,965	−2,604	trim
426	DAVIS R M INC	$1.4M	6,864	−3,102	trim
427	LONDON CO OF VIRGINIA	$1.4M	6,808	0	no change
428	Asset Advisors Investment Management, LLC	$1.4M	6,800	0	no change
429	Provident Investment Management, Inc.	$1.4M	6,775	−35	trim
430	QRG CAPITAL MANAGEMENT, INC.	$1.4M	6,772	+1,452	add
431	Midwest Trust Co	$1.4M	6,726	+400	add
432	MONEY CONCEPTS CAPITAL CORP	$1.4M	6,705	+31	add
433	Tempus Wealth Planning, LLC	$1.4M	6,691	+11	add
434	Allspring Global Investments Holdings, LLC	$1.4M	6,822	+181	add
435	Verity & Verity, LLC	$1.4M	6,642	−3,224	trim
436	Haverford Trust Co	$1.4M	6,635	−161	trim
437	Brooklyn Investment Group	$1.4M	6,619	+4,323	add
438	Allworth Financial LP	$1.4M	6,610	+80	add
439	Tower Research Capital LLC (TRC)	$1.4M	6,591	+3,758	add
440	Jones Kertz & Associates, Inc.	$1.4M	6,586	−25	trim
441	Diversified Enterprises, LLC	$1.4M	6,582	+5,450	add
442	Capital Investment Advisors, LLC	$1.4M	6,515	−1,110	trim
443	Gouws Capital LLC	$1.3M	6,400	0	no change
444	FIDUCIARY FAMILY OFFICE, LLC	$1.3M	6,400	+4,800	add
445	ASSETMARK, INC	$1.3M	6,396	−9,955	trim
446	PETTYJOHN, WOOD & WHITE, INC	$1.3M	6,325	+150	add
447	FOX RUN MANAGEMENT, L.L.C.	$1.3M	6,147	+6,147	new
448	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$1.3M	6,309	+145	add
449	Massachusetts Wealth Management	$1.3M	6,295	0	no change
450	RB Capital Management, LLC	$1.3M	6,286	+42	add
451	INTRUST BANK NA	$1.3M	6,201	+678	add
452	Vise Technologies, Inc.	$1.3M	7,000	0	no change
453	RETIREMENT GUYS FORMULA LLC	$1.3M	6,128	−740	trim
454	AE Wealth Management LLC	$1.3M	6,113	+22	add
455	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.3M	6,105	+772	add
456	Ballentine Partners, LLC	$1.3M	6,100	+349	add
457	MUFG Securities EMEA plc	$1.3M	6,079	0	no change
458	CALDWELL SUTTER CAPITAL, INC.	$1.3M	6,060	−44	trim
459	Magnetar Financial LLC	$1.3M	5,891	+5,891	new
460	Metis Global Partners, LLC	$1.2M	5,988	−1,018	trim
461	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.2M	5,873	−519	trim
462	Bryn Mawr Trust Advisors, LLC	$1.2M	5,831	−74	trim
463	Waterfront Wealth Inc.	$1.2M	5,829	+277	add
464	Peregrine Asset Advisers, Inc.	$1.2M	5,766	+200	add
465	AlphaCore Capital LLC	$1.2M	5,708	−735	trim
466	Procyon Advisors, LLC	$1.2M	5,706	+4,004	add
467	E. Ohman J:or Asset Management AB	$1.2M	5,690	0	no change
468	World Investment Advisors	$1.2M	5,629	+144	add
469	Drucker Wealth 3.0, LLC	$1.2M	5,587	+500	add
470	ALPS ADVISORS INC	$1.1M	5,481	−350	trim
471	Saudi Central Bank	$1.1M	5,469	+5,469	new
472	MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC	$1.1M	5,461	+1	add
473	Callan Family Office, LLC	$1.1M	5,399	+319	add
474	Aaron Wealth Advisors LLC	$1.1M	5,394	+1,607	add
475	Apollon Wealth Management, LLC	$1.1M	5,349	−97	trim
476	Old North State Wealth Management, LLC	$1.1M	5,307	+17	add
477	Assenagon Asset Management S.A.	$1.1M	5,237	−57,630	trim
478	Applied Finance Capital Management, LLC	$1.1M	5,236	+464	add
479	Oxler Private Wealth LLC	$1.1M	5,230	+35	add
480	Numerai GP LLC	$1.1M	5,133	+5,133	new
481	MITCHELL MCLEOD PUGH & WILLIAMS INC	$1.1M	5,097	+8	add
482	Empirical Finance, LLC	$1.1M	5,096	−6	trim
483	Atlantic Union Bankshares Corp	$1.1M	5,085	+77	add
484	LAZARD ASSET MANAGEMENT LLC	$1.1M	5,059	+47	add
485	CHILTON CAPITAL MANAGEMENT LLC	$1.0M	5,045	0	no change
486	Sylvest Advisors, LLC	$1.0M	5,042	+56	add
487	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$1.0M	5,000	0	no change
488	DV Trading LLC	$1.0M	5,000	0	no change
489	GROUP ONE TRADING LLC	$1.0M	4,978	+4,978	new
490	Glenview Trust Co	$1.0M	4,967	+1,103	add
491	Schonfeld Strategic Advisors LLC	$1.0M	4,963	+3,401	add
492	Van Cleef Asset Management,Inc	$1.0M	4,943	−47	trim
493	Clare Market Investments LLC	$1.0M	4,930	—	no prior
494	SIH Partners, LLLP	$1.0M	4,904	+4,904	new
495	Sustainable Insight Capital Management, LLC	$1.0M	4,900	+4,900	new
496	Benin Management CORP	$1.0M	4,899	−5	trim
497	Dynasty Wealth Management, LLC	$1.0M	4,854	−159	trim
498	Stratos Investment Management, LLC	$1.0M	4,851	+391	add
499	Wealthspire Advisors, LLC	$1.0M	4,851	−713	trim
500	QUADRANT CAPITAL GROUP LLC	$1000K	4,810	+29	add

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 4 Tudor Investment Corp, Markel Group, Gotham Asset Management, Bridgewater Associates $54.1M held
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
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-17	Dan Newhouse Congress	Sale	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	new	+103,776 sh
2026-05-15	Gotham Asset Management 13F	add	+63,025 sh
2026-05-15	Bridgewater Associates 13F	add	+5,169 sh
2026-05-01	Markel Group 13F	add	+7,500 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

19 members of Congress disclosed HSY — the congressional view ↗