Altria Group (MO) Institutional Ownership

$43.64
+0.26 (+0.60%)
(As of 10:21 AM ET)

Institutional Ownership Changes (13F Filings) for Altria Group (NYSE:MO)

Current
Institutional Ownership
Percentage
57.41%
Number of
Institutional Buyers
(last 12 months)
1152
Total
Institutional Inflows
(last 12 months)
$53.30B
Number of
Institutional Sellers
(last 12 months)
1011
Total
Institutional Outflows
(last 12 months)
$4.84B
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MO Institutional Buying and Selling by Quarter

Altria Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2024 Conning Inc.9,575$418K0.0%+9.8%0.001%
4/26/2024 Pinnacle Associates Ltd.52,397$2.29M0.0%-3.8%0.003%
4/26/2024 Sterling Investment Counsel LLC9,102$397K0.2%+2.9%0.001%
4/26/2024 Securian Asset Management Inc.103,866$4.53M0.1%-7.3%0.006%
4/26/2024 Plan Group Financial LLC11,462$500K0.3%+48.2%0.001%
4/26/2024 UMB Bank n.a.14,271$623K0.0%-85.6%0.001%
4/26/2024 Prairiewood Capital LLC6,771$295K0.1%+4.3%0.000%
4/26/2024 MBA Advisors LLC7,885$344K0.2%+47.0%0.000%
4/26/2024Prestige Wealth Management Group LLC1,624$72K0.0%-31.9%0.000%
4/26/2024 Northwest Bancshares Inc.6,528$285K0.0%-24.1%0.000%
4/26/2024 Yousif Capital Management LLC171,219$7.47M0.1%-2.9%0.010%
4/26/2024 Schmidt P J Investment Management Inc.10,506$458K0.1%+8.4%0.001%
4/26/2024 YHB Investment Advisors Inc.2,238$98K0.0%N/A0.000%
4/26/2024 First National Trust Co113,148$4.94M0.2%+2.7%0.007%
4/26/2024 Clear Creek Financial Management LLC22,684$990K0.1%+138.2%0.001%
4/26/2024 SYSTM Wealth Solutions LLC110,534$4.87M0.6%+8.9%0.006%
4/26/2024 First Personal Financial Services841$37K0.0%+115.1%0.000%
4/26/2024 Sumitomo Life Insurance Co.23,068$1.01M0.0%-4.2%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.54,323$2.37M0.1%N/A0.003%
4/26/2024 MONECO Advisors LLC59,188$2.58M0.4%-6.4%0.003%
4/26/2024 TI Trust Inc.13,589$593K0.4%+22.3%0.001%
4/26/2024 Verdence Capital Advisors LLC74,068$3.23M0.3%+9.5%0.004%
4/26/2024 Checchi Capital Advisers LLC15,549$678K0.1%+7.2%0.001%
4/26/2024 Tritonpoint Wealth LLC3,479$152K0.0%-43.0%0.000%
4/26/2024 Bogart Wealth LLC52,395$2.29M0.1%-6.3%0.003%
4/25/2024 Lindbrook Capital LLC13,060$570K0.1%-7.3%0.001%
4/25/2024 New York State Teachers Retirement System1,935,340$84.42M0.2%-2.9%0.113%
4/25/2024 Inlet Private Wealth LLC134,199$5.85M1.6%-4.6%0.008%
4/25/2024 TRUE Private Wealth Advisors14,679$640K0.1%+2.0%0.001%
4/25/2024 Bank of New York Mellon Corp14,659,443$639.45M0.1%-0.2%0.853%
4/25/2024 Bridges Investment Management Inc.53,737$2.34M0.1%-8.6%0.003%
4/25/2024 Equitable Trust Co.7,898$345K0.0%+8.7%0.000%
4/25/2024 Smith Chas P & Associates PA Cpas6,023$263K0.0%N/A0.000%
4/25/2024 HTLF Bank5,239$229K0.0%-5.2%0.000%
4/25/2024 Capital Investment Advisory Services LLC49,242$2.15M0.2%-1.5%0.003%
4/25/2024 Triumph Capital Management15,696$678K0.3%+1.6%0.001%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 323,418$14.11M0.0%-17.8%0.019%
4/25/2024 Center For Asset Management LLC20,303$886K0.7%+2.3%0.001%
4/25/2024 Benedict Financial Advisors Inc.220,875$9.64M2.4%+1.0%0.013%
4/25/2024 Eudaimonia Partners LLC9,626$420K0.1%-7.9%0.001%
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4/25/2024 Valeo Financial Advisors LLC45,689$1.96M0.1%+7.3%0.003%
4/25/2024 Long Run Wealth Advisors LLC4,955$216K0.1%N/A0.000%
4/25/2024 Telos Capital Management Inc.6,820$297K0.0%-20.4%0.000%
4/25/2024 Greylin Investment Management Inc209,877$9.16M1.5%+20.6%0.012%
4/25/2024 Summit Financial LLC9,132$407K0.0%+40.9%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.590,104$25.74M0.1%-3.5%0.034%
4/24/2024 Private Trust Co. NA43,913$1.92M0.2%+7.5%0.003%
4/24/2024 Leavell Investment Management Inc.25,604$1.14M0.1%-4.5%0.001%
4/24/2024 Krilogy Financial LLC74,445$3.25M0.2%N/A0.004%
4/24/2024 Patton Albertson Miller Group LLC11,943$521K0.1%-12.7%0.001%
4/24/2024 Verity & Verity LLC2,706$118K0.0%-99.0%0.000%
4/24/2024 CENTRAL TRUST Co132,524$5.78M0.1%-2.9%0.008%
4/24/2024 1900 Wealth Management LLC5,952$260K0.0%-30.3%0.000%
4/24/2024 Activest Wealth Management1,184$52K0.0%+492.0%0.000%
4/24/2024 Newbridge Financial Services Group Inc.14,445$630K0.3%-2.6%0.001%
4/24/2024 Premier Path Wealth Partners LLC6,145$268K0.1%-15.8%0.000%
4/24/2024 Lee Financial Group Hawaii Inc.14,017$611K0.5%+4.4%0.001%
4/24/2024 Paragon Financial Partners Inc.21,978$959K0.8%+91.8%0.001%
4/24/2024 Marino Stram & Associates LLC30,347$1.32M0.3%-6.6%0.002%
4/24/2024 Simplicity Wealth LLC48,272$2.11M0.1%N/A0.003%
4/24/2024 NBT Bank N A NY52,177$2.28M0.2%-1.9%0.003%
4/24/2024 Spire Wealth Management28,547$1.25M0.1%-2.5%0.002%
4/24/2024 Essex Financial Services Inc.37,206$1.62M0.1%+1.6%0.002%
4/24/2024 Bar Harbor Wealth Management5,750$251K0.0%-6.8%0.000%
4/24/2024 Assenagon Asset Management S.A.820,969$35.81M0.1%+1,712.8%0.048%
4/23/2024 Godsey & Gibb Inc.17,141$748K0.1%-3.0%0.001%
4/23/2024 Canal Capital Management LLC298,249$13.01M2.2%-9.1%0.017%
4/23/2024Busey Bank176,656$7.71M0.3%+0.8%0.010%
4/23/2024 Global Retirement Partners LLC83,825$3.66M0.1%+5.0%0.005%
4/23/2024 Louisiana State Employees Retirement System102,700$4.48M0.1%-3.9%0.006%
4/23/2024 Sage Mountain Advisors LLC5,750$251K0.0%N/A0.000%
4/23/2024 Venturi Wealth Management LLC3,062$134K0.0%-9.9%0.000%
4/23/2024 Rational Advisors LLC12,420$542K0.1%N/A0.001%
4/23/2024 Amalgamated Bank365,006$15.92M0.1%-15.3%0.021%
4/23/2024 Nations Financial Group Inc. IA ADV13,264$579K0.0%-59.6%0.001%
4/23/2024 Gradient Investments LLC1,751$76K0.0%-65.8%0.000%
4/23/2024 New Mexico Educational Retirement Board89,095$3.89M0.1%-4.1%0.005%
4/23/2024 Sugarloaf Wealth Management LLC3,344$146K0.0%-10.4%0.000%
4/23/2024 TrueWealth Advisors LLC5,657$247K0.1%+10.0%0.000%
4/23/2024 Fifth Third Bancorp77,766$3.39M0.0%-21.8%0.005%
4/23/2024 Tyche Wealth Partners LLC95,958$4.19M1.0%-2.1%0.006%
4/23/2024 Wesbanco Bank Inc.36,980$1.61M0.1%+48.3%0.002%
4/23/2024 Summit Trail Advisors LLC41,939$1.87M0.0%+299.6%0.002%
4/23/2024 Stablepoint Partners LLC8,802$384K0.1%+12.8%0.001%
4/23/2024 Principle Wealth Partners LLC13,222$577K0.0%+28.6%0.001%
4/23/2024 Duncker Streett & Co. Inc.9,301$406K0.1%-16.4%0.001%
4/23/2024 Strategic Blueprint LLC10,888$475K0.0%+7.9%0.001%
4/23/2024 Accurate Wealth Management LLC78,483$3.30M0.9%+62.1%0.005%
4/23/2024 Gerber LLC8,502$371K0.3%-23.9%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.1,080,290$47.12M0.1%-10.7%0.063%
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4/23/2024 Stonegate Investment Group LLC44,992$1.96M0.1%-3.0%0.003%
4/23/2024 Sapient Capital LLC264,248$11.79M0.3%-2.0%0.015%
4/23/2024 Wendell David Associates Inc.6,450$281K0.0%-5.1%0.000%
4/22/2024 Nicholas Hoffman & Company LLC.28,809$1.26M0.1%-5.9%0.002%
4/22/2024 Strategic Financial Concepts LLC10,395$453K0.1%+82.1%0.001%
4/22/2024 Confluence Wealth Services Inc.47,745$2.08M0.2%+9.0%0.003%
4/22/2024 Rovin Capital UT ADV8,180$357K0.1%N/A0.000%
4/22/2024 Harbour Trust & Investment Management Co8,499$371K0.0%-15.1%0.000%
4/22/2024 Centennial Wealth Advisory LLC7,744$338K0.2%-11.5%0.000%
4/22/2024 HF Advisory Group LLC29,653$1.29M0.7%+6.2%0.002%
(Data available from 1/1/2016 forward)

MO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MO shares?

During the previous two years, 2,081 institutional investors and hedge funds held shares of Altria Group. The most heavily invested institutionals were Aspire Private Capital LLC ($137.25B), Vanguard Group Inc. ($6.44B), BlackRock Inc. ($5.39B), State Street Corp ($3.26B), Capital World Investors ($2.86B), Charles Schwab Investment Management Inc. ($1.77B), and Geode Capital Management LLC ($1.67B).Learn more on MO's institutional investors.

What percentage of Altria Group stock is owned by institutional investors?

57.41% of Altria Group stock is owned by institutional investors. Learn more on MO's institutional investor holdings.

Which institutional investors have been buying Altria Group stock?

Of the 1,787 institutional investors that purchased Altria Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($1.10B), GQG Partners LLC ($9.13M), Capital World Investors ($7.55M), Pacer Advisors Inc. ($7.44M), Charles Schwab Investment Management Inc. ($5.94M), Assenagon Asset Management S.A. ($5.58M), and Renaissance Technologies LLC ($5.38M).

How much institutional buying is happening at Altria Group?

Institutional investors have bought a total of 1,273,174,440 shares in the last 24 months. This purchase volume represents approximately $57.49B in transactions.

Which Altria Group major shareholders have been selling company stock?

Of the 1,380 institutional investors that sold Altria Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($27.70M), Capital World Investors ($17.84M), BlackRock Inc. ($14.80M), GQG Partners LLC ($12.08M), Capital International Investors ($8.75M), Deutsche Bank AG ($6.17M), and Renaissance Technologies LLC ($5.91M).

How much institutional selling is happening at Altria Group?

Institutional investors have sold a total of 216,960,427 shares in the last 24 months. This volume of shares sold represents approximately $9.32B in transactions.


This page (NYSE:MO) was last updated on 4/29/2024 by MarketBeat.com Staff

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