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| Heritage Investors Management Corp
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|---|---|
| CRD # | 110420 |
| SEC # | 801-10612 |
| CIK # | 0000937589 |
| AUM | 4,632.5 M (2026-03-30) |
| Employees | 22 (36% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 301-951-0440 |
| Address | 7101 Wisconsin Avenue Bethesda, MD 20814-4878 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000937589 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| General Electric Co | 0.0 | ||
| Medtronic Holdings Ltd | 0.0 | ||
| Hershey Co | 0.0 | ||
| Cigna Corp | 0.0 | ||
| Emcor Group Inc | 0.0 | ||
| GE Vernova Inc | 0.0 | ||
| Abbott Laboratories | 0.0 | ||
| United States Lime & Minerals Inc | 0.0 | ||
| RingCentral Inc | 0.0 | ||
| Paypal Holdings Inc | 0.0 | ||
| 3M Co | 0.0 | ||
| Resideo Technologies Inc | 0.0 | ||
| Taser International Inc | 0.0 | ||
| Elanco Animal Health Inc | 0.0 | ||
| Target Corp | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
| Graham Corp | 0.0 | ||
| MicroStrategy Inc | 0.0 | ||
| SLM Corp | 0.0 | ||
| Carrier Global Corp | 0.0 | ||
| Chemours Co | 0.0 | ||
| General Motors Co | 0.0 | ||
| Takeda Pharmaceutical Co Ltd | 0.0 | ||
| AEHR Test Systems | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 0.1 |
| (b) Individuals (high net worth individuals) | 585 | 4.0 |
| (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 | 13 | 0.1 |
| (h) Charitable organizations | 33 | 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 | 1,465 | 4.6 |
| By Discretionary | ||
| Discretionary | 1,464 | 4.6 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,465 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 1,465 | 4.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000937589] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.2B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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