Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HERITAGE INVESTORS MANAGEMENT CORP 02-07-2024 12-31-2023 248 2,646,724,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
GENERAL MTRS CO COM 151 $1,703,000 47,407 0.06 0.07 -2,346 -4.72 12-31-2023
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 152 $1,689,000 118,369 0.06 0.08 -5,090 -4.12 12-31-2023
DXC TECHNOLOGY CO COM 153 $1,618,000 70,744 0.06 0.06 -835 -1.17 12-31-2023
BLACKSTONE INC COM 154 $1,599,000 12,214 0.06 0.02 7,425 155.04 12-31-2023
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