HERITAGE INVESTORS MANAGEMENT CORP
CIK 937589
13F filing for Q2 2026・No. 1,140
- Holdings
- US$3.61B
- Quarter change
- +US$318.95M
- Entries
- 257
- Net bought (estimate)
- −US$90.72M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 7
- Cut 155
- Added 38
- Corporate actions 4
- Unchanged 49
Largest holdings
257 stocks worth US$3.61B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 673,254 | US$194.81M | 5.39% |
| PANWPALO ALTO NETWORKS INCCOM | Cut | 549,796 | US$187.49M | 5.19% |
| AVGOBroadcomCOM | Cut | 482,977 | US$182.44M | 5.05% |
| GOOGLAlphabetCAP STK CL A | Cut | 374,536 | US$133.85M | 3.70% |
| GOOGALPHABET INCCAP STK CL C | Cut | 350,056 | US$123.69M | 3.42% |
| CATCATERPILLAR INCCOM | Cut | 104,402 | US$111.18M | 3.08% |
| MSFTMicrosoftCOM | Cut | 292,324 | US$109.04M | 3.02% |
| NVDANvidiaCOM | Cut | 484,082 | US$96.86M | 2.68% |
| MARMARRIOTT INTL INC NEWCL A | Cut | 218,685 | US$81.04M | 2.24% |
| AMZNAmazonCOM | Cut | 329,786 | US$78.6M | 2.18% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.