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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Heritage Investors Management Corp
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| CRD # | 110420 |
| SEC # | 801-10612 |
| CIK # | 0000937589 |
| AUM | $4.2 B (2025-07-17) |
| Employees | 20 (40% Investors, 0% Brokers) |
| Phone | 301-951-0440 |
| Address | 7101 Wisconsin Avenue Bethesda, MD 20814-4878 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Schlumberger Ltd /NV/ | 0.0 | ||
| MicroStrategy Inc | 0.0 | ||
| Archer Daniels Midland Co | 0.0 | ||
| Toyota Motor Corp/ | 0.0 | ||
| United Parcel Service Inc | 0.0 | ||
| Harris Corp /DE/ | 0.0 | ||
| Philip Morris International Inc | 0.0 | ||
| Union Pacific Corp | 0.0 | ||
| Bristol Myers Squibb Co | 0.0 | ||
| Royal Dutch Shell PLC | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 0.1 |
| (b) Individuals (high net worth individuals) | 574 | 3.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 0.1 |
| (h) Charitable organizations | 32 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 34 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,426 | 4.2 |
| By Discretionary | ||
| Discretionary | 1,425 | 4.2 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,426 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 1,426 | 4.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000937589] |
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