Whale Analyzer
HSY Institutional Holders and 13F Ownership
Compare 8 tracked holders of HSY, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Capital Research Global Investors, National Pension Service, Check Capital Management, and Markel Group.
Continue to the live HSY dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Capital Research Global Investors 13F holdings | $473.6M | 2.7M | Increased | 2026-06-30 |
| National Pension Service 13F holdings | $62.9M | 358.3K | Increased | 2026-06-30 |
| Check Capital Management 13F holdings | $36.0M | 205.3K | Increased | 2026-06-30 |
| Markel Group 13F holdings | $11.8M | 75.0K | Held | 2026-09-30 |
| Mairs & Power Funds 13F holdings | $10.7M | 61.0K | Reduced | 2026-06-30 |
| Hillman Capital Management 13F holdings | $1.9M | 10.6K | Held | 2026-06-30 |
| Bridgewater Associates 13F holdings | $1.5M | 8.6K | Reduced | 2026-06-30 |
| Maverick Capital 13F holdings | $1.2M | 6.9K | Reduced | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Check Capital Management SEC filing (0001032814-26-000007) · report date 2026-06-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- Mairs & Power Funds SEC filing (0001172661-26-003496) · report date 2026-06-30
- Hillman Capital Management SEC filing (0001398344-26-014467) · report date 2026-06-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Maverick Capital SEC filing (0000947871-26-000793) · report date 2026-06-30
Tracked-sample concentration
Reported position value for HSY is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 79.0% of aggregate reported value in this sample
- Top 5 tracked holders: 99.2% of aggregate reported value in this sample
- Top 10 tracked holders: 100.0% of aggregate reported value in this sample
Whale activity this quarter
Across 8 tracked holders, 3 increased, 3 reduced, 2 held. Net positioning is net selling.
- Capital Research Global Investors ($473.6M) (▲ 13.3% qoq shares) · modeled avg cost estimate $183.32
- National Pension Service ($62.9M) (▲ 8.1% qoq shares) · modeled avg cost estimate $181.81
- Check Capital Management ($36.0M) (▲ 6.7% qoq shares)
- Markel Group ($11.8M) (→ 0.0% qoq shares) · modeled avg cost estimate $189.98
- Mairs & Power Funds ($10.7M) (▼ 5.4% qoq shares)
- Hillman Capital Management ($1.9M) (→ 0.0% qoq shares)
- Bridgewater Associates ($1.5M) (▼ 40.2% qoq shares)
- Maverick Capital ($1.2M) (▼ 70.3% qoq shares) · modeled avg cost estimate $84.16
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 4 covered tracked holders is $183.09 versus a current price of $178.08, so HSY trades below that estimate (-2.7%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Consumer Staples
HSY sits within the Consumer Staples sector alongside 30 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live HSY dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on HSY with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns HSY stock?
Whale Analyzer tracks 8 public-disclosure holders of HSY with a combined reported value of $599.6M. See the holder table above for the largest tracked positions.
Which top funds are buying HSY?
Tracked holders were net selling last quarter — 3 increased, 3 reduced, 2 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked HSY sample?
The top five tracked holders account for 99.2% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does HSY compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 4 covered tracked holders is $183.09 versus a current price of $178.08 (-2.7%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for HSY?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive HSY dashboard to explore them, or read our 13F Alpha Signals Guide.