HERITAGE INVESTORS MANAGEMENT CORP
All 13F Filings
- Location
- Bethesda, MD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 3,523,982
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/29/2026 | 253 | 3,523,982 | 13F-HR | HERITAGE INVESTORS MANAGEMENT CORP |
| Q2 2026 | 8/4/2026 | 257 | 3,613,488 | 13F-HR | HERITAGE INVESTORS MANAGEMENT CORP |
| Q1 2026 | 4/24/2026 | 249 | 3,294,540 | 13F-HR | HERITAGE INVESTORS MANAGEMENT CORP |
| Q4 2025 | 2/6/2026 | 245 | 3,432,388 | 13F-HR | HERITAGE INVESTORS MANAGEMENT CORP |
| Q3 2025 | 11/4/2025 | 251 | 3,345,395 | 13F-HR | HERITAGE INVESTORS MANAGEMENT CORP |
| Q2 2025 | 8/4/2025 | 252 | 3,163,348 | 13F-HR | HERITAGE INVESTORS MANAGEMENT CORP |
| Q2 2014 | 7/10/2014 | 153 | 1,239,986 | 13F-HR | HERITAGE INVESTORS MANAGEMENT CORP |
| Q1 2014 | 4/7/2014 | 151 | 1,185,998 | 13F-HR | HERITAGE INVESTORS MANAGEMENT CORP |
| Q4 2013 | 2/12/2014 | 159 | 1,162,105 | 13F-HR | HERITAGE INVESTORS MANAGEMENT CORP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.344 M | 94.9% | 0 | 80.28 K | -80.28 K |
| ETFs | 180.2 K | 5.1% | 0 | 9.225 K | -9.225 K |
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Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
3,523,982
Holdings
253
QoQ value change ($000)
-89,506
(-2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.