HERITAGE INVESTORS MANAGEMENT CORP - Portfolio Stock Holdings

HERITAGE INVESTORS MANAGEMENT CORP disclosed 254 stock positions in a recent SEC 13F filing. $3,252,493,287 of stock holdings were filed, with the largest holdings including AAPL, AVGO, and GOOGL. This filing represented positions held on March 31, 2026, and was filed on April 24, 2026.

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.