HERITAGE INVESTORS MANAGEMENT CORP

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$3B
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 254 stock holdings with total value $3B as of Q3 2024. Top holdings included AAPL, MSFT, AVGO, PANW, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 254 $3B +$131M -$53.2M +$77.9M AAPL, MSFT, AVGO, PANW, GOOGL 13F-HR 10/30/2024, 12:05 PM
Q2 2024 252 $2.86B +$116M -$33.8M +$81.8M AAPL, MSFT, PANW, AVGO, GOOGL 13F-HR 7/30/2024, 01:44 PM
Q1 2024 255 $2.83B +$57.9M -$60.7M -$2.74M AAPL, MSFT, PANW, AVGO, MA 13F-HR 4/29/2024, 05:13 PM
Q4 2023 248 $2.65B +$20.8M -$42M -$21.2M AAPL, MSFT, PANW, AVGO, MA 13F-HR 2/7/2024, 10:07 AM
Q3 2023 246 $2.39B +$26.4M -$42.8M -$16.4M AAPL, MSFT, PANW, MA, GOOGL 13F-HR 11/9/2023, 03:27 PM
Q2 2023 244 $2.5B +$26.3M -$37.1M -$10.8M AAPL, MSFT, PANW, MA, AVGO 13F-HR 8/1/2023, 09:35 AM
Q1 2023 249 $2.33B +$49.5M -$39.7M +$9.83M AAPL, MSFT, PANW, MA, GOOGL 13F-HR 5/1/2023, 05:11 PM
Q4 2022 261 $2.19B +$37.9M -$26.8M +$11.1M AAPL, MSFT, MA, PANW, HD 13F-HR 2/6/2023, 12:35 PM
Q3 2022 252 $1.98B +$139M -$29.6M +$109M AAPL, MSFT, PANW, MA, GOOGL 13F-HR 10/27/2022, 01:57 PM
Q2 2022 256 $2.13B +$67.4M -$25.1M +$42.3M AAPL, MSFT, PANW, MA, GOOGL 13F-HR 8/1/2022, 10:18 AM
Q1 2022 274 $2.5B +$71.6M -$26M +$45.6M AAPL, MSFT, PANW, GOOGL, GOOG 13F-HR 5/2/2022, 12:33 PM
Q4 2021 276 $2.57B +$33.3M -$34.2M -$920K AAPL, MSFT, GOOGL, PANW, GOOG 13F-HR 1/28/2022, 03:17 PM
Q3 2021 276 $2.38B +$37M -$27.7M +$9.36M AAPL, MSFT, GOOGL, GOOG, MA 13F-HR 10/28/2021, 09:36 AM
Q2 2021 267 $2.39B +$53M -$60.7M -$7.75M AAPL, MSFT, GOOGL, MA, GOOG 13F-HR 7/29/2021, 10:15 AM
Q1 2021 259 $2.26B +$36M -$32M +$4.02M AAPL, MSFT, MA, GOOGL, DIS 13F-HR 4/23/2021, 09:26 AM
Q4 2020 263 $2.11B +$37.8M -$49.8M -$12M AAPL, MSFT, MA, DIS, GOOGL 13F-HR 1/28/2021, 10:46 AM
Q3 2020 260 $1.86B +$121M -$47.3M +$73.5M AAPL, MSFT, MA, HD, GOOGL 13F-HR 10/29/2020, 10:27 AM
Q2 2020 262 $1.72B +$67M -$44.7M +$22.3M AAPL, MSFT, MA, INTC, GOOGL 13F-HR 7/24/2020, 12:52 PM
Q1 2020 219 $1.42B +$14.8M -$30.8M -$16M AAPL, MSFT, MA, INTC, GOOGL 13F-HR 5/6/2020, 02:23 PM
Q4 2019 208 $1.89B +$27.6M -$40.9M -$13.3M AAPL, MSFT, MA, MAR, INTC 13F-HR 1/14/2020, 02:21 PM
Q3 2019 207 $1.75B +$39.4M -$43.1M -$3.78M AAPL, MSFT, MA, MAR, CSCO 13F-HR 10/18/2019, 12:12 PM
Q2 2019 212 $1.74B +$56.5M -$55.8M +$724K AAPL, MSFT, MA, MAR, CSCO 13F-HR 7/11/2019, 03:30 PM
Q1 2019 206 $1.68B +$36.1M -$50.8M -$14.8M AAPL, MSFT, MA, CSCO, MAR 13F-HR 4/9/2019, 03:46 PM
Q4 2018 181 $1.49B +$42.4M -$41.3M +$1.06M AAPL, MSFT, MA, CSCO, MAR 13F-HR 1/28/2019, 03:49 PM
Q3 2018 186 $1.74B +$35.4M -$35.2M +$160K AAPL, MSFT, MA, MAR, MDY 13F-HR 11/6/2018, 12:24 PM
Q2 2018 184 $1.63B +$54.3M -$50.6M +$3.78M AAPL, MSFT, MA, MAR, MDY 13F-HR 7/19/2018, 03:16 PM
Q1 2018 186 $1.6B +$30.2M -$49.9M -$19.8M AAPL, MSFT, MAR, MA, INTC 13F-HR 5/11/2018, 08:50 AM
Q4 2017 190 $1.66B +$24.2M -$44.4M -$20.2M AAPL, MAR, MSFT, MDY, MA 13F-HR 2/7/2018, 01:48 PM
Q3 2017 196 $1.55B +$51.5M -$44M +$7.54M AAPL, MAR, MSFT, MDY, MA 13F-HR 10/20/2017, 11:36 AM
Q2 2017 193 $1.49B +$23.2M -$28.2M -$5.02M AAPL, MDY, MSFT, MAR, MA 13F-HR 7/11/2017, 10:53 AM
Q1 2017 189 $1.46B +$25.2M -$37M -$11.7M AAPL, MSFT, MDY, MAR, MA 13F-HR 4/17/2017, 12:47 PM
Q4 2016 184 $1.41B +$30.9M -$37.3M -$6.38M AAPL, MSFT, MDY, MAR, MA 13F-HR 1/12/2017, 11:50 AM
Q3 2016 179 $1.35B +$20.2M -$36M -$15.8M AAPL, MSFT, MDY, INTC, MA 13F-HR 10/21/2016, 09:43 AM
Q2 2016 177 $1.32B +$26.5M -$22.1M +$4.44M AAPL, MDY, MSFT, XOM, INTC 13F-HR 7/15/2016, 10:06 AM
Q1 2016 173 $1.3B +$35.9M -$15.2M +$20.7M AAPL, MSFT, MDY, MA, MAR 13F-HR 4/13/2016, 12:56 PM
Q4 2015 182 $1.26B +$71.8M -$69.2M +$2.59M AAPL, MSFT, MDY, INTC, MA 13F-HR 1/15/2016, 02:42 PM
Q3 2015 175 $1.21B +$29.8M -$11.3M +$18.5M AAPL, MSFT, MDY, GE, MA 13F-HR 10/13/2015, 03:33 PM
Q2 2015 182 $1.3B +$22.8M -$10.8M +$12M AAPL, MDY, GE, MSFT, MA 13F-HR 7/20/2015, 12:17 PM
Q1 2015 172 $1.3B +$37.8M -$19.4M +$18.4M AAPL, MDY, MAR, GE, MA 13F-HR 4/15/2015, 10:48 AM
Q4 2014 154 $1.29B +$18.9M -$16.4M +$2.5M AAPL, MDY, MAR, MSFT, INTC 13F-HR 1/27/2015, 12:52 PM
Q3 2014 151 $1.25B +$15M -$16.4M -$1.4M AAPL, MSFT, MDY, GE, INTC 13F-HR 10/8/2014, 04:57 PM
Q2 2014 153 $1.24B +$66.6M -$19.8M +$46.8M AAPL, SLB, MDY, GE, MSFT 13F-HR 7/10/2014, 12:57 PM
Q1 2014 151 $1.19B +$38.1M -$16.7M +$21.4M AAPL, MDY, GE, MSFT, SLB 13F-HR 4/7/2014, 10:26 AM
Q4 2013 159 $1.16B $0 $0 AAPL, GE, MDY, XOM, GOOGL 13F-HR 2/12/2014, 02:21 PM