HERITAGE INVESTORS MANAGEMENT CORP - Portfolio Stock Holdings
HERITAGE INVESTORS MANAGEMENT CORP disclosed 262 stock positions in a recent SEC 13F filing. $3,523,971,539 of stock holdings were filed, with the largest holdings including AAPL, PANW, and AVGO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $4,632,533,441 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
262Est. Stock Holding Value:
$3,523,971,539Top Stock Holdings By Sector
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Portfolio Stock Holdings - HERITAGE INVESTORS MANAGEMENT CORP
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Stock
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Holdings (Shares)
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% of Portfolio
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