13F Filings History of HERITAGE INVESTORS MANAGEMENT CORP

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$3,432,388,000
Signature - Title
Vijittra Puckdee - Client Service Specialist
Location
Bethesda, MD
Summary
This page shows a list of all the recent 13F filings made by HERITAGE INVESTORS MANAGEMENT CORP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HERITAGE INVESTORS MANAGEMENT CORP reported 245 stock holdings with total value $3,432,388,000 as of Q4 2025. Top holdings included AAPL, AVGO, MSFT, GOOGL, and GOOG.

Notify me when HERITAGE INVESTORS MANAGEMENT CORP files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 245 $3,432,388,000 +$53,008,443 -$76,090,031 -$23,081,588 AAPL, AVGO, MSFT, GOOGL, GOOG 13F-HR 06 Feb 2026, 14:56
Q3 2025 251 $3,345,395,000 +$27,107,654 -$69,914,200 -$42,806,546 AAPL, AVGO, MSFT, PANW, GOOGL 13F-HR 04 Nov 2025, 15:19
Q2 2025 252 $3,163,348,000 +$33,457,576 -$55,713,837 -$22,256,261 AVGO, AAPL, MSFT, PANW, NVDA 13F-HR 04 Aug 2025, 11:40
Q1 2025 254 $2,916,610,000 +$79,105,320 -$74,411,580 +$4,693,740 AAPL, MSFT, AVGO, PANW, MA 13F-HR 05 May 2025, 15:38
Q4 2024 255 $3,098,034,000 +$122,986,195 -$65,119,904 +$57,866,291 AAPL, AVGO, MSFT, PANW, GOOGL 13F-HR 04 Feb 2025, 18:54
Q3 2024 254 $3,001,761,000 +$131,072,936 -$53,205,937 +$77,866,999 AAPL, MSFT, AVGO, PANW, GOOGL 13F-HR 30 Oct 2024, 12:05
Q2 2024 252 $2,863,204,000 +$115,595,377 -$33,789,743 +$81,805,634 AAPL, MSFT, PANW, AVGO, GOOGL 13F-HR 30 Jul 2024, 13:44
Q1 2024 255 $2,833,909,000 +$57,928,859 -$60,666,104 -$2,737,245 AAPL, MSFT, PANW, AVGO, MA 13F-HR 29 Apr 2024, 17:13
Q4 2023 248 $2,646,724,000 +$20,766,821 -$41,963,977 -$21,197,156 AAPL, MSFT, PANW, AVGO, MA 13F-HR 07 Feb 2024, 10:07
Q3 2023 246 $2,390,821,000 +$26,391,103 -$42,760,359 -$16,369,256 AAPL, MSFT, PANW, MA, GOOGL 13F-HR 09 Nov 2023, 15:27
Q2 2023 244 $2,495,745,000 +$26,332,790 -$37,085,354 -$10,752,564 AAPL, MSFT, PANW, MA, AVGO 13F-HR 01 Aug 2023, 09:35
Q1 2023 249 $2,333,937,000 +$49,510,857 -$39,683,103 +$9,827,754 AAPL, MSFT, PANW, MA, GOOGL 13F-HR 01 May 2023, 17:11
Q4 2022 261 $2,193,525,000 +$37,879,357 -$26,778,998 +$11,100,359 AAPL, MSFT, MA, PANW, HD 13F-HR 06 Feb 2023, 12:35
Q3 2022 252 $1,984,525,000 +$138,848,591 -$29,624,465 +$109,224,126 AAPL, MSFT, PANW, MA, GOOGL 13F-HR 27 Oct 2022, 13:57
Q2 2022 256 $2,131,344,000 +$67,391,866 -$25,109,385 +$42,282,481 AAPL, MSFT, PANW, MA, GOOGL 13F-HR 01 Aug 2022, 10:18
Q1 2022 274 $2,498,187,000 +$71,580,355 -$25,969,728 +$45,610,627 AAPL, MSFT, PANW, GOOGL, GOOG 13F-HR 02 May 2022, 12:33
Q4 2021 276 $2,573,407,000 +$33,306,433 -$34,226,477 -$920,044 AAPL, MSFT, GOOGL, PANW, GOOG 13F-HR 28 Jan 2022, 15:17
Q3 2021 276 $2,379,426,000 +$37,035,629 -$27,673,615 +$9,362,014 AAPL, MSFT, GOOGL, GOOG, MA 13F-HR 28 Oct 2021, 09:36
Q2 2021 267 $2,389,317,000 +$52,950,621 -$60,700,484 -$7,749,863 AAPL, MSFT, GOOGL, MA, GOOG 13F-HR 29 Jul 2021, 10:15
Q1 2021 259 $2,255,187,000 +$35,998,735 -$31,976,403 +$4,022,332 AAPL, MSFT, MA, GOOGL, DIS 13F-HR 23 Apr 2021, 09:26
Q4 2020 263 $2,109,496,000 +$37,798,403 -$49,839,238 -$12,040,835 AAPL, MSFT, MA, DIS, GOOGL 13F-HR 28 Jan 2021, 10:46
Q3 2020 260 $1,857,026,000 +$120,814,389 -$47,331,070 +$73,483,319 AAPL, MSFT, MA, HD, GOOGL 13F-HR 29 Oct 2020, 10:27
Q2 2020 262 $1,721,201,000 +$66,998,447 -$44,703,811 +$22,294,636 AAPL, MSFT, MA, INTC, GOOGL 13F-HR 24 Jul 2020, 12:52
Q1 2020 219 $1,424,139,000 +$14,782,310 -$30,783,462 -$16,001,152 AAPL, MSFT, MA, INTC, GOOGL 13F-HR 06 May 2020, 14:23
Q4 2019 208 $1,885,352,000 +$27,610,228 -$40,888,048 -$13,277,820 AAPL, MSFT, MA, MAR, INTC 13F-HR 14 Jan 2020, 14:21
Q3 2019 207 $1,752,851,000 +$39,350,257 -$43,132,053 -$3,781,796 AAPL, MSFT, MA, MAR, CSCO 13F-HR 18 Oct 2019, 12:12
Q2 2019 212 $1,740,137,000 +$56,492,090 -$55,768,253 +$723,837 AAPL, MSFT, MA, MAR, CSCO 13F-HR 11 Jul 2019, 15:30
Q1 2019 206 $1,679,785,000 +$36,051,974 -$50,818,683 -$14,766,709 AAPL, MSFT, MA, CSCO, MAR 13F-HR 09 Apr 2019, 15:46
Q4 2018 181 $1,493,950,000 +$42,364,345 -$41,305,411 +$1,058,934 AAPL, MSFT, MA, CSCO, MAR 13F-HR 28 Jan 2019, 15:49
Q3 2018 186 $1,739,025,000 +$35,357,554 -$35,197,830 +$159,724 AAPL, MSFT, MA, MAR, MDY 13F-HR 06 Nov 2018, 12:24
Q2 2018 184 $1,632,874,000 +$54,345,149 -$50,567,138 +$3,778,011 AAPL, MSFT, MA, MAR, MDY 13F-HR 19 Jul 2018, 15:16
Q1 2018 186 $1,604,416,000 +$30,176,718 -$49,948,662 -$19,771,944 AAPL, MSFT, MAR, MA, INTC 13F-HR 11 May 2018, 08:50
Q4 2017 190 $1,655,759,000 +$24,215,064 -$44,440,790 -$20,225,726 AAPL, MAR, MSFT, MDY, MA 13F-HR 07 Feb 2018, 13:48
Q3 2017 196 $1,553,716,000 +$51,547,371 -$44,003,375 +$7,543,996 AAPL, MAR, MSFT, MDY, MA 13F-HR 20 Oct 2017, 11:36
Q2 2017 193 $1,487,395,000 +$23,174,573 -$28,190,780 -$5,016,207 AAPL, MDY, MSFT, MAR, MA 13F-HR 11 Jul 2017, 10:53
Q1 2017 189 $1,457,464,000 +$25,233,442 -$36,962,151 -$11,728,709 AAPL, MSFT, MDY, MAR, MA 13F-HR 17 Apr 2017, 12:47
Q4 2016 184 $1,411,072,000 +$30,946,219 -$37,323,326 -$6,377,107 AAPL, MSFT, MDY, MAR, MA 13F-HR 12 Jan 2017, 11:50
Q3 2016 179 $1,354,108,000 +$20,168,149 -$36,017,047 -$15,848,898 AAPL, MSFT, MDY, INTC, MA 13F-HR 21 Oct 2016, 09:43
Q2 2016 177 $1,322,297,000 +$26,529,774 -$22,092,234 +$4,437,540 AAPL, MDY, MSFT, XOM, INTC 13F-HR 15 Jul 2016, 10:06
Q1 2016 173 $1,298,741,000 +$35,859,827 -$15,166,830 +$20,692,997 AAPL, MSFT, MDY, MA, MAR 13F-HR 13 Apr 2016, 12:56
Q4 2015 182 $1,264,890,000 +$71,820,644 -$69,226,140 +$2,594,504 AAPL, MSFT, MDY, INTC, MA 13F-HR 15 Jan 2016, 14:42
Q3 2015 175 $1,206,877,000 +$29,789,457 -$11,269,795 +$18,519,662 AAPL, MSFT, MDY, GE, MA 13F-HR 13 Oct 2015, 15:33
Q2 2015 182 $1,301,720,000 +$22,789,780 -$10,758,281 +$12,031,499 AAPL, MDY, GE, MSFT, MA 13F-HR 20 Jul 2015, 12:17
Q1 2015 172 $1,296,103,000 +$37,806,191 -$19,393,798 +$18,412,393 AAPL, MDY, MAR, GE, MA 13F-HR 15 Apr 2015, 10:48
Q4 2014 154 $1,287,377,000 +$18,856,451 -$16,351,994 +$2,504,457 AAPL, MDY, MAR, MSFT, INTC 13F-HR 27 Jan 2015, 12:52
Q3 2014 151 $1,245,574,000 +$14,964,241 -$16,364,547 -$1,400,306 AAPL, MSFT, MDY, GE, INTC 13F-HR 08 Oct 2014, 16:57
Q2 2014 153 $1,239,986,000 +$66,607,029 -$19,794,842 +$46,812,187 AAPL, SLB, MDY, GE, MSFT 13F-HR 10 Jul 2014, 12:57
Q1 2014 151 $1,185,998,000 +$38,050,170 -$16,650,178 +$21,399,992 AAPL, MDY, GE, MSFT, SLB 13F-HR 07 Apr 2014, 10:26
Q4 2013 159 $1,162,105,000 $0 $0 $0 AAPL, GE, MDY, XOM, GOOGL 13F-HR 12 Feb 2014, 14:21