Public record / Tickers / HSY

HSY — HERSHEY CO

Both disclosure regimes on one name: who in Congress filed about HSY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
50
all PTR rows naming HSY
Members · 12m
4
2 buys · 4 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Richard L. Hanna · $100K–$250K

Purchase · traded 2015-06-19 → filed 2015-07-20. Ranked over every HSY row by the provable lower bound, never a point estimate.

4 members · 2 buys / 4 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

7 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

19 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 19 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HSY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HSY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-17Dan Newhouse R–WA-4Sale · SP (spouse-owned)Traded 07-10 +7d$1K–$15K
2026-02-23Scott Franklin R–FL-18SaleTraded 02-10 +13d$1K–$15K
2026-02-23Scott Franklin R–FL-18Sale · SP (spouse-owned)Traded 02-10 +13d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 50 ↗

Members active in HSY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HSY in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Scott Franklin R–FL-183−$130K to −$52.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Dan Newhouse R–WA-41−$15.0K to −$1.0K3
Sheldon Whitehouse D–RI1$1.0K to $15.0K6

4 members in the window · counts of disclosures, not dollars.

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

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 CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-17Dan Newhouse CongressSale$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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of HSY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.7B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.0B1
3STATE STREET CORP$1.5B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B1
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC$894M1
6MORGAN STANLEY$820M1
7ROYAL BANK OF CANADA$631M1
8FMR LLC$622M1
9Capital World Investors$572M1
10Capital Research Global Investors$495M1
11TWO SIGMA INVESTMENTS, LP$411M1
12HERSHEY TRUST CO$405M1
13NORTHERN TRUST CORP$370M1
14Invesco Ltd.$354M1
15BANK OF AMERICA CORP /DE/$290M1
16STIFEL FINANCIAL CORP$254M1
17DIMENSIONAL FUND ADVISORS LP$252M1
18UBS Group AG$228M1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$226M1
20FIRST TRUST ADVISORS LP$225M1
21Legal & General Group Plc$210M1
22ENVESTNET ASSET MANAGEMENT INC$210M1
23Qube Research & Technologies Ltd$183M1
24Amundi$177M1
25VANGUARD FIDUCIARY TRUST CO$174M1
26CITADEL ADVISORS LLC$152M1
27CONFLUENCE INVESTMENT MANAGEMENT LLC$144M1
28DEUTSCHE BANK AG\$143M1
29JANE STREET GROUP, LLC$140M1
30WELLS FARGO & COMPANY/MN$121M1
31RAYMOND JAMES FINANCIAL INC$115M1
32EQUITY INVESTMENT CORP$114M1
33MILLENNIUM MANAGEMENT LLC$113M1
34CITIGROUP INC$107M1
35Squarepoint Ops LLC$102M1
36LPL Financial LLC$99.4M1
37Swiss National Bank$90.4M1
38SCHARF INVESTMENTS, LLC$86.9M1
39BARCLAYS PLC$86.6M1
40US BANCORP \DE\$83.8M1
41Nuveen, LLC$81.7M1
42BANK OF MONTREAL /CAN/$80.6M1
43AMERICAN CENTURY COMPANIES INC$80.6M1
44AXIOM INVESTORS LLC /DE$79.1M1
45NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$78.3M1
46Man Group plc$77.8M1
47Mitsubishi UFJ Asset Management Co., Ltd.$70.3M1
48Trexquant Investment LP$69.6M1
49National Pension Service$68.9M1
50CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$68.9M1
51HSBC HOLDINGS PLC$68.8M1
52Clark Capital Management Group, Inc.$67.6M1
53Vanguard Global Advisers, LLC$67.3M1
54FRANKLIN RESOURCES INC$65.1M1
55VANGUARD ASSET MANAGEMENT, Ltd$61.1M1
56WESTWOOD HOLDINGS GROUP INC$58.4M1
57Focus Partners Wealth$57.3M1
58VICTORY CAPITAL MANAGEMENT INC$57.2M1
59Mawer Investment Management Ltd.$55.2M1
60ANCHOR CAPITAL ADVISORS LLC$50.0M1
61CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$47.5M1
62BALYASNY ASSET MANAGEMENT L.P.$46.8M1
63NORDEA INVESTMENT MANAGEMENT AB$45.9M1
64SEI INVESTMENTS CO$43.0M1
65ZACKS INVESTMENT MANAGEMENT$41.6M1
66PRINCIPAL FINANCIAL GROUP INC$41.1M1
67TD ASSET MANAGEMENT INC$41.0M1
68WORLDQUANT MILLENNIUM ADVISORS LLC$39.7M1
69Willis Investment Counsel$37.6M1
70Azimuth Capital Investment Management LLC$37.4M1
71RENAISSANCE GROUP LLC$37.0M1
72AQR CAPITAL MANAGEMENT LLC$36.6M1
73CANADA PENSION PLAN INVESTMENT BOARD$36.1M1
74STOREBRAND ASSET MANAGEMENT AS$35.7M1
75NFJ INVESTMENT GROUP, LLC$35.2M1
76Ensign Peak Advisors, Inc$31.0M1
77BERKSHIRE ASSET MANAGEMENT LLC/PA$30.6M1
78Swedbank AB$30.6M1
79Zurcher Kantonalbank (Zurich Cantonalbank)$30.3M1
80ALLIANCEBERNSTEIN L.P.$29.7M1
81Mirae Asset Global Investments Co., Ltd.$28.7M1
82AVIVA PLC$27.7M1
83READYSTATE ASSET MANAGEMENT LP$26.9M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$26.9M1
85SEB Asset Management AB$26.8M1
86Quantinno Capital Management LP$26.5M1
87MML INVESTORS SERVICES, LLC$25.7M1
88SCHRODER INVESTMENT MANAGEMENT GROUP$24.9M1
89Aberdeen Group plc$24.5M1
90Arbejdsmarkedets Tillaegspension$24.5M1
91CORDA Investment Management, LLC.$24.1M1
92Korea Investment CORP$23.9M1
93Susquehanna Portfolio Strategies, LLC$23.6M1
94MACKENZIE FINANCIAL CORP$23.3M1
95Tidal Investments LLC$23.2M1
96FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$22.7M1
97Iron Gate Global Advisors LLC$22.5M1
98Cetera Investment Advisers$22.0M1
99ADAGE CAPITAL PARTNERS GP, L.L.C.$21.6M1
100TUDOR INVESTMENT CORP ET AL$21.6M1
101Universal- Beteiligungs- und Servicegesellschaft mbH$21.3M1
102ROYAL LONDON ASSET MANAGEMENT LTD$21.0M1
103HighTower Advisors, LLC$20.2M1
104SUSQUEHANNA INTERNATIONAL GROUP, LLP$19.9M1
105Sone Capital Management, LLC$19.4M1
106SKBA CAPITAL MANAGEMENT LLC$19.3M1
107PFA Pension, Forsikringsaktieselskab$18.8M1
108STATE OF WISCONSIN INVESTMENT BOARD$18.7M1
109DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$18.7M1
110HEARTLAND ADVISORS INC$18.5M1
111MANUFACTURERS LIFE INSURANCE COMPANY, THE$18.1M1
112Advisors Capital Management, LLC$17.9M1
113Asset Management One Co., Ltd.$17.8M1
114TRUIST FINANCIAL CORP$17.7M1
115FIFTH THIRD BANCORP$17.5M1
116Wilmington Savings Fund Society, FSB$17.5M1
117OSAIC HOLDINGS, INC.$17.4M1
118Connor, Clark & Lunn Investment Management Ltd.$17.3M1
119WELLINGTON MANAGEMENT GROUP LLP$16.4M1
120Allianz Asset Management GmbH$16.0M1
121Pictet Asset Management Holding SA$15.9M1
122Illinois Municipal Retirement Fund$15.8M1
123Aquatic Capital Management LLC$15.8M1
124COMMONWEALTH EQUITY SERVICES, LLC$15.8M1
125Chevy Chase Trust Holdings, LLC$15.8M1
126MARKEL GROUP INC.$15.6M1
127Vanguard Investments Australia, Ltd.$15.4M1
128Beacon Pointe Advisors, LLC$15.1M1
129PRUDENTIAL FINANCIAL INC$14.9M1
130Beck Bode, LLC$14.8M1
131Verition Fund Management LLC$14.4M1
132Creative Planning$14.2M1
133Alyeska Investment Group, L.P.$14.1M1
134Gotham Asset Management, LLC$14.0M1
135Foster Victor Wealth Advisors, LLC$13.9M1
136NOMURA HOLDINGS INC$13.6M1
137Alley Investment Management Company, LLC$13.6M1
138MAIRS & POWER INC$13.4M1
139APG Asset Management N.V.$13.4M1
140Wealthfront Advisers LLC$13.4M1
141CIBC Asset Management Inc$13.3M1
142Miramar Capital, LLC$13.3M1
143BRIDGES INVESTMENT MANAGEMENT INC$13.2M1
144BNP Paribas Asset Management Holding S.A.$12.7M1
145Brookstone Capital Management$12.6M1
146HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$12.5M1
147OPPENHEIMER & CO INC$12.1M1
148Resona Asset Management Co.,Ltd.$12.1M1
149NOMURA ASSET MANAGEMENT CO LTD$12.0M1
150LBP AM SA$12.0M1
151NATIONAL BANK OF CANADA /FI/$11.9M1
152Bank Julius Baer & Co. Ltd, Zurich$11.6M1
153ALLIANZ SE$11.6M1
154GRIMES & Co WEALTH MANAGEMENT, LLC$11.6M1
155VOLORIDGE INVESTMENT MANAGEMENT, LLC$11.5M1
156Eurizon Capital SGR S.p.A.$11.5M1
157STANSBERRY ASSET MANAGEMENT, LLC$11.2M1
158Robeco Institutional Asset Management B.V.$11.1M1
159UMB Bank, n.a.$11.1M1
160GW HENSSLER & ASSOCIATES LTD$10.9M1
161PRUDENTIAL PLC$10.6M1
162State of New Jersey Common Pension Fund D$10.6M1
163ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$10.3M1
164Corient Private Wealth LLC$10.3M1
165Tredje AP-fonden$10.2M1
166OLD NATIONAL BANCORP /IN/$10.2M1
167NatWest Group plc$10.1M1
168Lansforsakringar Fondforvaltning AB (publ)$10.0M1
169Soltis Investment Advisors LLC$10.0M1
170Palisade Asset Management, LLC$9.9M1
171Baird Financial Group, Inc.$9.8M1
172Swiss Life Asset Management Ltd$9.6M1
173WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.5M1
174Mitsubishi UFJ Trust & Banking Corp$9.5M1
175DnB Asset Management AS$9.4M1
176Cerity Partners LLC$9.1M1
177TORONTO DOMINION BANK$9.0M1
178TrueMark Investments, LLC$8.9M1
179CIBC Bancorp USA Inc.$8.8M1
180Qsemble Capital Management, LP$8.5M1
181Czech National Bank$8.4M1
182Arizona State Retirement System$8.4M1
183BLAIR WILLIAM & CO/IL$8.4M1
184STATE OF MICHIGAN RETIREMENT SYSTEM$8.2M1
185JLB & ASSOCIATES INC$8.2M1
186Orion Investment Co$8.1M1
187BEESE FULMER INVESTMENT MANAGEMENT, INC.$7.7M1
188D. E. Shaw & Co., Inc.$7.6M1
189Rodgers Brothers Inc.$7.5M1
190Mariner, LLC$7.4M1
191Poehling Capital Management, INC.$7.4M1
192BENJAMIN EDWARDS INC$7.4M1
193M&T BANK CORP$7.3M1
194COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.2M1
195B. Metzler seel. Sohn & Co. AG$7.1M1
196Jefferies Financial Group Inc.$7.0M1
197Cresset Asset Management, LLC$7.0M1
198USS Investment Management Ltd$7.0M1
199Empowered Funds, LLC$6.9M1
200Owlhouse Capital LP$6.8M1
201VOYA INVESTMENT MANAGEMENT LLC$6.8M1
202Aptus Capital Advisors, LLC$6.7M1
203Equitable Holdings, Inc.$6.7M1
204BANK OF NOVA SCOTIA$6.7M1
205Retirement Systems of Alabama$6.5M1
2061834 INVESTMENT ADVISORS CO$6.5M1
207Monte Financial Group, LLC$6.5M1
208SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$6.4M1
209OneDigital Investment Advisors LLC$6.3M1
210Pathstone Holdings, LLC$6.3M1
211Glassy Mountain Advisors, Inc.$6.2M1
212IFM Investors Pty Ltd$6.2M1
213Steward Partners Investment Advisory, LLC$6.2M1
214GUGGENHEIM CAPITAL LLC$6.1M1
215WESTFIELD CAPITAL MANAGEMENT CO LP$6.1M1
216Woodline Partners LP$6.0M1
217XPONANCE LLC$6.0M1
218Advisors Asset Management, Inc.$6.0M1
219LIBERTY ONE INVESTMENT MANAGEMENT, LLC$6.0M1
220Slagle Financial, LLC$5.9M1
221MERCER GLOBAL ADVISORS INC /ADV$5.8M1
222CIBC WORLD MARKET INC.$5.8M1
223Merit Financial Group, LLC$5.8M1
224Mengis Capital Management, Inc.$5.7M1
225BROWN ADVISORY INC$5.7M1
226Portland Global Advisors LLC$5.7M1
227W.G. Shaheen & Associates DBA Whitney & Co$5.7M1
228O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.6M1
229Employees Provident Fund Board$5.6M1
230Engineers Gate Manager LP$5.6M1
231Kestra Advisory Services, LLC$5.5M1
232BONTEMPO OHLY CAPITAL MGMT LLC$5.4M1
233Rockefeller Capital Management L.P.$5.3M1
234Dai-ichi Life Insurance Company, Ltd$5.3M1
235Philip James Wealth Mangement, LLC$5.3M1
236Daiwa Securities Group Inc.$5.3M1
237Sanctuary Advisors, LLC$5.2M1
238Signature Wealth Management Group$5.2M1
239NewEdge Advisors, LLC$5.1M1
240STEPHENS INC /AR/$5.1M1
241Andra AP-fonden$5.1M1
242Ashton Thomas Private Wealth, LLC$5.0M1
243PUBLIC SECTOR PENSION INVESTMENT BOARD$5.0M1
244Sumitomo Mitsui DS Asset Management Company, Ltd$4.9M1
245Utah Retirement Systems$4.9M1
246FIDUCIARY TRUST CO$4.9M1
247INTECH INVESTMENT MANAGEMENT LLC$4.9M1
248HAMEL ASSOCIATES, INC.$4.9M1
249MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.9M1
250MAVERICK CAPITAL LTD$4.8M1
251PARTHENON LLC$4.8M1
252Rakuten Investment Management, Inc.$4.7M1
253CWM, LLC$4.7M1
254Ironwood Investment Counsel, LLC$4.7M1
255ICICI Prudential Asset Management Co Ltd$4.6M1
256VIRGINIA WEALTH MANAGEMENT GROUP, INC.$4.6M1
257ProShare Advisors LLC$4.6M1
258NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.6M1
259ASR Vermogensbeheer N.V.$4.6M1
260Independent Advisor Alliance$4.6M1
261Two Point Capital Management, Inc.$4.5M1
262Federation des caisses Desjardins du Quebec$4.4M1
263LaFleur & Godfrey LLC$4.4M1
264NEOS Investment Management LLC$4.4M1
265Occidental Asset Management, LLC$4.3M1
266Hamilton Point Investment Advisors, LLC$4.3M1
267Vanguard Personalized Indexing Management, LLC$4.3M1
268Orion Porfolio Solutions, LLC$4.3M1
269AMG National Trust Bank$4.3M1
270Eliot Finkel Investment Counsel, LLC$4.3M1
271Northwest & Ethical Investments L.P.$4.3M1
272BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.2M1
273NISSAY ASSET MANAGEMENT CORP /JAPAN$4.2M1
274BRIGHT ROCK CAPITAL MANAGEMENT, LLC$4.2M1
275Econ Financial Services Corp$4.2M1
276AZZAD ASSET MANAGEMENT INC /ADV$4.1M1
277GREENWOOD CAPITAL ASSOCIATES LLC$4.1M1
278NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.1M1
279SHELTON CAPITAL MANAGEMENT$4.1M1
280Alphadyne Asset Management LP$4.0M1
281William Allan Corp$4.0M1
282CIM, LLC$4.0M1
283CITIZENS FINANCIAL GROUP INC/RI$4.0M1
284&PARTNERS$4.0M1
285Bragg Financial Advisors, Inc$4.0M1
286Mesirow Financial Investment Management, Inc.$4.0M1
287Janus Henderson Group Ltd.$3.9M1
288IMC-Chicago, LLC$3.9M1
289Brevan Howard Capital Management LP$3.9M1
290Marshall Financial Group, LLC$3.9M1
291Sagewood Asset Management LP$3.8M1
292Atria Investments, Inc$3.7M1
293MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.7M1
294Concorde Financial Corp$3.7M1
295Jain Global LLC$3.6M1
296CVFG LLC$3.6M1
297Vontobel Holding Ltd.$3.6M1
298Avanza Fonder AB$3.5M1
299OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.5M1
300Vident Advisory, LLC$3.4M1
301SevenBridge Financial Group, LLC$3.4M1
302Nordwand Advisors, LLC$3.4M1
303XTX Topco Ltd$3.4M1
304Dana Investment Advisors, Inc.$3.3M1
305Fideuram Asset Management (Ireland) dac$3.3M1
306Havemeyer Place LP$3.3M1
307PROMETHIUM ADVISORS,LLC$3.3M1
308KEYBANK NATIONAL ASSOCIATION/OH$3.3M1
309YOUSIF CAPITAL MANAGEMENT, LLC$3.3M1
310Elevate Capital Advisors, LLC$3.3M1
311Envestnet Portfolio Solutions, Inc.$3.2M1
312BURNEY CO/$3.2M1
31344 WEALTH MANAGEMENT LLC$3.2M1
314UHLMANN PRICE SECURITIES, LLC$3.2M1
315Generali Asset Management SPA SGR$3.2M1
316UniSuper Management Pty Ltd$3.2M1
317OP Asset Management Ltd$3.2M1
318Sierra Legacy Group$3.2M1
319OCCUDO QUANTITATIVE STRATEGIES LP$3.1M1
320PICTON MAHONEY ASSET MANAGEMENT$3.1M1
321Oak Thistle LLC$3.1M1
322JOHNSON INVESTMENT COUNSEL INC$3.1M1
323Farringdon Capital, Ltd.$3.1M1
324CAPSTONE INVESTMENT ADVISORS, LLC$3.1M1
325Sowell Financial Services LLC$3.1M1
326Investment Management Corp of Ontario$3.0M1
327Private Advisor Group, LLC$3.0M1
328Bridgewater Associates, LP$3.0M1
329Moors & Cabot, Inc.$3.0M1
330GREAT VALLEY ADVISOR GROUP, INC.$2.9M1
331REGIONS FINANCIAL CORP$2.9M1
332DT Investment Partners, LLC$2.9M1
333Chesley Taft & Associates LLC$2.9M1
334CARRET ASSET MANAGEMENT, LLC$2.8M1
335Arnhold LLC$2.8M1
336D.A. DAVIDSON & CO.$2.8M1
337SIRIOS CAPITAL MANAGEMENT L P$2.8M1
338Settian Capital LP$2.8M1
339Arax Advisory Partners$2.8M1
340Dakota Wealth Management$2.7M1
341Geneva Partners, LLC$2.7M1
342Crossmark Global Holdings, Inc.$2.7M1
343DEARBORN PARTNERS LLC$2.6M1
344CULBERTSON A N & CO INC$2.6M1
345JAMISON PRIVATE WEALTH MANAGEMENT, INC.$2.6M1
346Kentucky Farm Bureau Mutual Insurance Co$2.6M1
347PRINCIPAL SECURITIES, INC.$2.6M1
348Graham Capital Management, L.P.$2.6M1
349CENTRAL TRUST Co$2.6M1
350DAVENPORT & Co LLC$2.5M1
351Next Level Private LLC$2.5M1
352MAI Capital Management$2.5M1
353BAHL & GAYNOR INC$2.5M1
354CREDIT AGRICOLE S A$2.5M1
355Tudor Financial Inc.$2.5M1
356GREENLEAF TRUST$2.5M1
357Siemens Fonds Invest GmbH$2.5M1
358ASHTON THOMAS SECURITIES, LLC$2.4M1
359AMI INVESTMENT MANAGEMENT INC$2.4M1
360ICW Investment Advisors LLC$2.4M1
361MGO ONE SEVEN LLC$2.4M1
362Knollwood Investment Advisory, LLC$2.3M1
363RED CEDAR INVESTMENT MANAGEMENT, LLC$2.3M1
364MACQUARIE GROUP LTD$2.3M1
365Prospera Financial Services Inc$2.2M1
366Hillman Capital Management, Inc.$2.2M1
367Laird Norton Wetherby Trust Company, LLC$2.1M1
368Candriam S.C.A.$2.1M1
369Savant Capital, LLC$2.1M1
370COMMERCE BANK$2.1M1
371ABN AMRO INVESTMENT SOLUTIONS$2.1M1
372Meadowbrook Advisors Group, LLC$2.1M1
373Lido Advisors, LLC$2.1M1
374Westhampton Capital, LLC$2.1M1
375Virtus Investment Advisers, LLC$2.1M1
376Lantz Financial LLC$2.1M1
377PANAGORA ASSET MANAGEMENT INC$2.0M1
378PRECEDENT WEALTH PARTNERS, LLC$2.0M1
379Texas Yale Capital Corp.$2.0M1
380HUTNER CAPITAL MANAGEMENT INC$1.9M1
381Concurrent Investment Advisors, LLC$1.9M1
382TWO SIGMA SECURITIES, LLC$1.9M1
383NorthCrest Asset Manangement, LLC$1.9M1
384MIZUHO SECURITIES USA LLC$1.9M1
385ABSHER WEALTH MANAGEMENT, LLC$1.8M1
386HBW ADVISORY SERVICES LLC$1.8M1
387Rafferty Asset Management, LLC$1.8M1
388Castle Rock Wealth Management, LLC$1.8M1
389Ethic Inc.$1.8M1
390Summit Trail Advisors, LLC$1.8M1
391TOTH FINANCIAL ADVISORY CORP$1.8M1
392Sequoia Financial Advisors, LLC$1.7M1
393HUSSMAN STRATEGIC ADVISORS, INC.$1.7M1
394Lafayette Investments, Inc.$1.7M1
395Norinchukin Bank, The$1.7M1
396Buttonwood Financial Advisors Inc.$1.7M1
397Wescott Financial Advisory Group, LLC$1.7M1
398NewEdge Wealth, LLC$1.7M1
399Allegheny Financial Group$1.7M1
400BRADLEY FOSTER & SARGENT INC/CT$1.7M1
401J.P. Marvel Investment Advisors, LLC$1.7M1
402Titan Investment Management LLC$1.7M1
403Jacobi Capital Management LLC$1.7M1
404EP Wealth Advisors, LLC$1.6M1
405Weaver C. Barksdale & Associates, Inc.$1.6M1
406Pacific Point Advisors, LLC$1.6M1
407Stratos Wealth Partners, LTD.$1.6M1
408Clark & Stuart, Inc$1.6M1
409AUXIER ASSET MANAGEMENT LLC$1.6M1
410Walleye Trading LLC$1.6M1
411LEAVELL INVESTMENT MANAGEMENT, INC.$1.6M1
412RWA WEALTH PARTNERS, LLC$1.6M1
413Maryland State Retirement & Pension System$1.6M1
414Town & Country Bank & Trust CO dba First Bankers Trust CO$1.5M1
415RKL Wealth Management LLC$1.5M1
416Osmosis Investment Management UK Ltd$1.5M1
417Highview Capital Management LLC/DE/$1.5M1
418Waverly Advisors, LLC$1.5M1
419HOWLAND CAPITAL MANAGEMENT LLC$1.5M1
420CI INVESTMENTS INC.$1.5M1
421CHRISTINE MESSMER PC$1.5M1
422Geneos Wealth Management Inc.$1.5M1
423Wallace Capital Management Inc.$1.5M1
424OMERS ADMINISTRATION Corp$1.5M1
425EXCHANGE TRADED CONCEPTS, LLC$1.4M1
426DAVIS R M INC$1.4M1
427LONDON CO OF VIRGINIA$1.4M1
428Asset Advisors Investment Management, LLC$1.4M1
429Provident Investment Management, Inc.$1.4M1
430QRG CAPITAL MANAGEMENT, INC.$1.4M1
431Midwest Trust Co$1.4M1
432MONEY CONCEPTS CAPITAL CORP$1.4M1
433Tempus Wealth Planning, LLC$1.4M1
434Allspring Global Investments Holdings, LLC$1.4M1
435Verity & Verity, LLC$1.4M1
436Haverford Trust Co$1.4M1
437Brooklyn Investment Group$1.4M1
438Allworth Financial LP$1.4M1
439Tower Research Capital LLC (TRC)$1.4M1
440Jones Kertz & Associates, Inc.$1.4M1
441Diversified Enterprises, LLC$1.4M1
442Capital Investment Advisors, LLC$1.4M1
443Gouws Capital LLC$1.3M1
444FIDUCIARY FAMILY OFFICE, LLC$1.3M1
445ASSETMARK, INC$1.3M1
446PETTYJOHN, WOOD & WHITE, INC$1.3M1
447FOX RUN MANAGEMENT, L.L.C.$1.3M1
448KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$1.3M1
449Massachusetts Wealth Management$1.3M1
450RB Capital Management, LLC$1.3M1
451INTRUST BANK NA$1.3M1
452Vise Technologies, Inc.$1.3M1
453RETIREMENT GUYS FORMULA LLC$1.3M1
454AE Wealth Management LLC$1.3M1
455TOKIO MARINE ASSET MANAGEMENT CO LTD$1.3M1
456Ballentine Partners, LLC$1.3M1
457MUFG Securities EMEA plc$1.3M1
458CALDWELL SUTTER CAPITAL, INC.$1.3M1
459Magnetar Financial LLC$1.3M1
460Metis Global Partners, LLC$1.2M1
461KESTRA PRIVATE WEALTH SERVICES, LLC$1.2M1
462Bryn Mawr Trust Advisors, LLC$1.2M1
463Waterfront Wealth Inc.$1.2M1
464Peregrine Asset Advisers, Inc.$1.2M1
465AlphaCore Capital LLC$1.2M1
466Procyon Advisors, LLC$1.2M1
467E. Ohman J:or Asset Management AB$1.2M1
468World Investment Advisors$1.2M1
469Drucker Wealth 3.0, LLC$1.2M1
470ALPS ADVISORS INC$1.1M1
471Saudi Central Bank$1.1M1
472MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC$1.1M1
473Callan Family Office, LLC$1.1M1
474Aaron Wealth Advisors LLC$1.1M1
475Apollon Wealth Management, LLC$1.1M1
476Old North State Wealth Management, LLC$1.1M1
477Assenagon Asset Management S.A.$1.1M1
478Applied Finance Capital Management, LLC$1.1M1
479Oxler Private Wealth LLC$1.1M1
480Numerai GP LLC$1.1M1
481MITCHELL MCLEOD PUGH & WILLIAMS INC$1.1M1
482Empirical Finance, LLC$1.1M1
483Atlantic Union Bankshares Corp$1.1M1
484LAZARD ASSET MANAGEMENT LLC$1.1M1
485CHILTON CAPITAL MANAGEMENT LLC$1.0M1
486Sylvest Advisors, LLC$1.0M1
487PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0M1
488DV Trading LLC$1.0M1
489GROUP ONE TRADING LLC$1.0M1
490Glenview Trust Co$1.0M1
491Schonfeld Strategic Advisors LLC$1.0M1
492Van Cleef Asset Management,Inc$1.0M1
493Clare Market Investments LLC$1.0M1
494SIH Partners, LLLP$1.0M1
495Sustainable Insight Capital Management, LLC$1.0M1
496Benin Management CORP$1.0M1
497Dynasty Wealth Management, LLC$1.0M1
498Stratos Investment Management, LLC$1.0M1
499Wealthspire Advisors, LLC$1.0M1
500QUADRANT CAPITAL GROUP LLC$1000K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 4 sell
Congress net ($ bound)−$143K to −$23.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HSY

RETAINED WINDOW · ACTIVE HITS
Signal hits naming HSY
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for HSY · financials and macro

Financials — as filed PLANNED

HSY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HSY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing