HERITAGE INVESTORS MANAGEMENT CORP - Portfolio Stock Holdings
HERITAGE INVESTORS MANAGEMENT CORP disclosed 261 stock positions in a recent SEC 13F filing. $3,600,790,661 of stock holdings were filed, with the largest holdings including AAPL, PANW, and AVGO. This filing represented positions held on June 30, 2026, and was filed on Aug. 4, 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.
Report Period:
June 30, 2026No. of Stocks:
261Est. Stock Holding Value:
$3,600,790,661Top Stock Holdings By Sector
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Portfolio Stock Holdings - HERITAGE INVESTORS MANAGEMENT CORP
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% of Portfolio
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