TWCGX

AMERICAN CENTURY HERITAGE FD

Institutional Ownership · Q4 2025

Filing: Q4 2025

AMERICAN CENTURY HERITAGE FD (TWCGX) is held by 8 institutional investors with combined holdings of $4M. Major holders include FIRST MERCHANTS CORP, Williams Jones Wealth Man, FERGUSON WELLMAN CAPITAL .

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Institutional Holders

Total Value

$4.0M

Ownership %

—

🏦 Top Institutional Holders

FIRST MERCHANTS CORP

16.6K shares

$1.6M

Williams Jones Wealth Management, LLC.

15.8K shares

$1.5M

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

17.8K shares

$570.1K

CARRET ASSET MANAGEMENT, LLC

4.5K shares

$256.8K

McMillan Office, Inc.

2.6K shares

$54.0K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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