§ 13F · FUND PROFILE
HERITAGE INVESTORS MANAGEMENT CORP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.2T (13F)Positions · 252Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.8B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 707K | $192.1B | 5.6% | −1% |
| 2 | AVGO | BROADCOM INC | 511K | $176.8B | 5.2% | −5% |
| 3 | MSFT | MICROSOFT CORP | 292K | $141.1B | 4.1% | ±0% |
| 4 | GOOGL | ALPHABET INC | 396K | $123.9B | 3.6% | −3% |
| 5 | GOOG | ALPHABET INC | 372K | $116.9B | 3.4% | −3% |
| 6 | PANW | PALO ALTO NETWORKS INC | 560K | $103.2B | 3.0% | −1% |
| 7 | NVDA | NVIDIA CORPORATION | 501K | $93.3B | 2.7% | ±0% |
| 8 | AMZN | AMAZON COM INC | 328K | $75.8B | 2.2% | ±0% |
| 9 | MA | MASTERCARD INCORPORATED | 128K | $73.2B | 2.1% | −1% |
| 10 | MAR | MARRIOTT INTL INC NEW | 226K | $70.1B | 2.0% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HERITAGE SIGNAL
AC read
HERITAGE INVESTORS MANAGEMENT CORP is a Other fund managing $3163.3 trillion in assets. The fund runs a broad portfolio of 252 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed