13F Insight
DOSSIER · 13F-HR · Q1 2026

HERITAGE INVESTORS MANAGEMENT CORP

$3.3B in tracked AUM across 249 positions as of Q1 2026.

HI
CIK 0000937589 · last filed Mar 31, 2026
Total AUM
$3.3B
as of Q1 2026
Holdings
249
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

HERITAGE INVESTORS MANAGEMENT CORP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$175M692K5.3%02
AVGO
BROADCOM INC
$158M509K4.8%03
GOOGL
ALPHABET INC
$112M389K3.4%04
MSFT
MICROSOFT CORP
$109M294K3.3%05
GOOG
ALPHABET INC
$105M365K3.2%06
PANW
PALO ALTO NETWORKS INC
$91M567K2.8%07
NVDA
NVIDIA CORPORATION
$85M489K2.6%08
CAT
CATERPILLAR INC
$82M116K2.5%09
MAR
MARRIOTT INTL INC NEW
$73M222K2.2%10
AMZN
AMAZON COM INC
$70M335K2.1%

Filing history

2026Q1Mar 31
$3.3B▼ 4.0%
249 positionsView →2025Q4Dec 31
$3.4B▲ 124.5%
245 positionsView →2025Q3Sep 30
$1.5B▲ 6.4%
110 positionsView →2025Q2Jun 30
$1.4B▲ 10.4%
112 positionsLocked2025Q1Mar 31
$1.3B▼ 58.0%
112 positionsLocked2024Q4Dec 31
$3.1B▲ 3.2%
255 positionsLocked2024Q3Sep 30
$3.0B▲ 4.8%
254 positionsLocked2024Q2Jun 30
$2.9B▲ 1.0%
252 positionsLocked2024Q1Mar 31
$2.8B▲ 7.1%
255 positionsLocked2023Q4Dec 31
$2.6B▲ 10.7%
248 positionsLocked2023Q3Sep 30
$2.4B▼ 4.2%
246 positionsLocked2023Q2Jun 30
$2.5B▲ 6.9%
244 positionsLocked
Showing 12 of 100