Hendershot Investments, Inc.
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 526
- Avg AUM / client
- $2.0M
- Accounts
- 1,237
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Investments (13F portfolio — 129 positions, $743,950,417)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | CL B NEW | $101,837,667 | 212,516 | 13.7% | 9.51% |
| 2 | Apple Inc | COM | $44,988,409 | 177,266 | 6.05% | 4.2% |
| 3 | Tjx Cos Inc New | COM | $38,500,074 | 241,077 | 5.18% | 3.6% |
| 4 | Johnson & Johnson | COM | $38,305,933 | 156,709 | 5.15% | 3.58% |
| 5 | Alphabet Inc | CAP STK CL A | $29,053,039 | 101,033 | 3.91% | 2.71% |
| 6 | Booking Holdings Inc | COM | $29,034,367 | 6,896 | 3.9% | 2.71% |
| 7 | Microsoft Corp | COM | $26,303,385 | 71,058 | 3.54% | 2.46% |
| 8 | Visa Inc | COM CL A | $22,999,557 | 76,097 | 3.09% | 2.15% |
| 9 | General Dynamics Corp | COM | $22,874,240 | 66,646 | 3.07% | 2.14% |
| 10 | Nvidia Corporation | COM | $21,444,050 | 122,959 | 2.88% | 2.0% |
| 11 | Pepsico Inc | COM | $19,635,584 | 126,445 | 2.64% | 1.83% |
| 12 | Mastercard Inc | CL A | $18,748,243 | 37,522 | 2.52% | 1.75% |
| 13 | Automatic Data Processing In | COM | $17,220,521 | 84,755 | 2.31% | 1.61% |
| 14 | Cognizant Technology Solutio | CLA | $16,706,280 | 272,311 | 2.25% | 1.56% |
| 15 | Amazon Com Inc | COM | $16,686,592 | 80,120 | 2.24% | 1.56% |
| 16 | Ross Stores Inc | COM | $16,117,489 | 74,401 | 2.17% | 1.51% |
| 17 | Corpay Inc | COM SHS | $15,497,545 | 53,258 | 2.08% | 1.45% |
| 18 | Genuine Parts Co | COM | $13,175,075 | 124,587 | 1.77% | 1.23% |
| 19 | Procter & Gamble Co | COM | $13,106,856 | 90,743 | 1.76% | 1.22% |
| 20 | Resmed Inc | COM | $12,718,363 | 56,657 | 1.71% | 1.19% |
| 21 | Rtx Corporation | COM | $12,599,071 | 65,314 | 1.69% | 1.18% |
| 22 | Texas Roadhouse Inc | COM | $12,031,110 | 72,854 | 1.62% | 1.12% |
| 23 | Broadridge Finl Solutions In | COM | $11,733,981 | 72,218 | 1.58% | 1.1% |
| 24 | Canadian Natl Ry Co | COM | $10,929,076 | 106,345 | 1.47% | 1.02% |
| 25 | Gentex Corp | COM | $9,655,690 | 441,908 | 1.3% | 0.9% |
Top 25 of 129 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 292 | $117M | 10.9% |
| High net worth individuals | 224 | $863M | 80.6% |
| Pension and profit sharing plans | 5 | $11.4M | 1.07% |
| Corporations and other businesses | 5 | $79.1M | 7.39% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hendershot, Charles, Leroy | Executive Vice President/Treasurer/Chief Compliance Officer | Jul 1994 (32y) | 25% – 50% | |
| Ingrid Reardon Hendershot | President/Chief Executive Officer | Jul 1994 (32y) | 50% – 75% | |
| Notarianni, Giselle, Maureen | Director | Apr 2015 (11y) | Less than 5% | |
| Shawn Michael Reardon | Senior Vice President And Director | Apr 2015 (11y) | Less than 5% | |
| Susan Ormiston Christ | Registered representative | CFA | Jul 2005 (21y) | |
| Robert Charles Reardon | Registered representative | May 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $984M (92% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗