HERITAGE INVESTORS MANAGEMENT CORP

Position in BLK — BlackRock, Inc.

CIK 937589 BETHESDA, MD

Position in BLK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$38,560,479

-$14,670 QoQ

Shares Held

40,102

-0.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#224

of 2,274 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $55,458,537 across 5 Asset Management names. BLK ranks #1 (69.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	40,102	$38,560,479
2	TROW	Price T Rowe Group Inc	124,691	$14,176,119
3	BN	BROOKFIELD Corp /ON/	30,433	$1,296,141
4	BX	Blackstone Inc.	10,231	$1,203,881
5	BAM	Brookfield Asset Management Ltd.	4,948	$221,917

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,560,479	40,102	-0.0%	Shares	Sole	2026-08-04
2026-03-31	$38,575,149	40,111	+2.7%	Shares	Sole	2026-04-24
2025-12-31	$41,792,495	39,046	+0.1%	Shares	Sole	2026-02-06
2025-09-30	$45,477,091	39,007	-1.8%	Shares	Sole	2025-11-04
2025-06-30	$41,660,471	39,705	+0.8%	Shares	Sole	2025-08-04
2025-03-31	$37,296,990	39,406	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.