HERITAGE INVESTORS MANAGEMENT CORP
CRD #110420 SEC #801-10612 BETHESDA, MD 301-951-0440
SEC Registered
Total AUM
$4.2B
Discretionary
$4.2B
Employees
20
Clients
51
Accounts
1,426
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $4.2B | $4.2B | $9.4M | 20 | 0 |
| Mar 2025 | $4.2B | $4.2B | $9.4M | 20 | 0 |
| Mar 2025 | $4.2B | $4.2B | $9.4M | 20 | 0 |
| Mar 2024 | $3.7B | $3.7B | $12M | 20 | 0 |
| Jul 2023 | $3.1B | $3.1B | $9.6M | 16 | 0 |
| Mar 2023 | $3.1B | $3.1B | $9.6M | 16 | 0 |
| Mar 2022 | $3.6B | $3.6B | $11.8M | 16 | 0 |
| Mar 2022 | $3.6B | $3.6B | $11.8M | 16 | 0 |
| Sep 2021 | $3.1B | $3.1B | $10.6M | 15 | 1 |
| Mar 2021 | $3.1B | $3.1B | $10.6M | 15 | 1 |
| Aug 2020 | $2.8B | $2.8B | $15.2M | 15 | 0 |
| Jun 2020 | $2.8B | $2.8B | $15.2M | 15 | 0 |
| Mar 2020 | $2.8B | $2.8B | $15.2M | 15 | 0 |
| Mar 2019 | $2.3B | $2.3B | $18.5M | 16 | 0 |
| Mar 2018 | $2.5B | $2.5B | $19.8M | 13 | 0 |
| Jan 2018 | $2.5B | $2.5B | $19.8M | 12 | 0 |
| Mar 2017 | $2.1B | $2.1B | $17.3M | 12 | 400 |
| Aug 2016 | $2B | $2B | $15.9M | 12 | 500 |
| Jul 2016 | $2B | $2B | $15.9M | 12 | 500 |
| Mar 2016 | $2B | $2B | $15.9M | 12 | 500 |
| Jan 2016 | $1.9B | $1.9B | $19M | 11 | 500 |
| Mar 2015 | $1.9B | $1.9B | $19M | 11 | 500 |
| Dec 2014 | $1.7B | $1.7B | $13.4M | 11 | 500 |
| Mar 2014 | $1.7B | $1.7B | $13.4M | 11 | 500 |
| Jun 2013 | $1.4B | $1.4B | $6.9M | 9 | 400 |
| Mar 2013 | $1.4B | $1.4B | $6.9M | 9 | 400 |
| Sep 2012 | $1.3B | $1.2B | $5.9M | 6 | 400 |
| Mar 2012 | $1.3B | $1.2B | $5.9M | 6 | 400 |
| Mar 2011 | $1.2B | $1.2B | $5.5M | 10 | -- |
| Mar 2011 | $1.2B | $1.2B | $5.5M | 10 | -- |
| Feb 2010 | $1.1B | $1.1B | $4.6M | 10 | -- |
| Mar 2009 | $931.7M | $928.2M | $3.4M | 10 | -- |
| Dec 2007 | $1.2B | $1.2B | $4.5M | 10 | -- |
| Jan 2007 | $1.1B | $1.1B | $4.3M | 10 | -- |
| Dec 2006 | $1B | $1B | $3.7M | 10 | -- |
| Jan 2006 | $1B | $1B | $3.7M | 10 | -- |
| Mar 2002 | $720M | $702M | $18M | 10 | -- |
| Oct 2001 | $690M | $664M | $26M | 10 | -- |
DateJul 2025
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$9.4M
Employees20
Clients0
DateMar 2025
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$9.4M
Employees20
Clients0
DateMar 2025
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$9.4M
Employees20
Clients0
DateMar 2024
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$12M
Employees20
Clients0
DateJul 2023
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.6M
Employees16
Clients0
DateMar 2023
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$9.6M
Employees16
Clients0
DateMar 2022
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$11.8M
Employees16
Clients0
DateMar 2022
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$11.8M
Employees16
Clients0
DateSep 2021
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$10.6M
Employees15
Clients1
DateMar 2021
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$10.6M
Employees15
Clients1
DateAug 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$15.2M
Employees15
Clients0
DateJun 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$15.2M
Employees15
Clients0
DateMar 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$15.2M
Employees15
Clients0
DateMar 2019
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$18.5M
Employees16
Clients0
DateMar 2018
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$19.8M
Employees13
Clients0
DateJan 2018
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$19.8M
Employees12
Clients0
DateMar 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$17.3M
Employees12
Clients400
DateAug 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$15.9M
Employees12
Clients500
DateJul 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$15.9M
Employees12
Clients500
DateMar 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$15.9M
Employees12
Clients500
DateJan 2016
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$19M
Employees11
Clients500
DateMar 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$19M
Employees11
Clients500
DateDec 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$13.4M
Employees11
Clients500
DateMar 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$13.4M
Employees11
Clients500
DateJun 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$6.9M
Employees9
Clients400
DateMar 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$6.9M
Employees9
Clients400
DateSep 2012
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$5.9M
Employees6
Clients400
DateMar 2012
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$5.9M
Employees6
Clients400
DateMar 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5.5M
Employees10
Clients--
DateMar 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5.5M
Employees10
Clients--
DateFeb 2010
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.6M
Employees10
Clients--
DateMar 2009
Total AUM$931.7M
Discretionary$928.2M
Non-Disc.$3.4M
Employees10
Clients--
DateDec 2007
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$4.5M
Employees10
Clients--
DateJan 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.3M
Employees10
Clients--
DateDec 2006
Total AUM$1B
Discretionary$1B
Non-Disc.$3.7M
Employees10
Clients--
DateJan 2006
Total AUM$1B
Discretionary$1B
Non-Disc.$3.7M
Employees10
Clients--
DateMar 2002
Total AUM$720M
Discretionary$702M
Non-Disc.$18M
Employees10
Clients--
DateOct 2001
Total AUM$690M
Discretionary$664M
Non-Disc.$26M
Employees10
Clients--