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Altria Group (MO) Institutional Ownership

Altria Group logo
$58.04 +0.06 (+0.10%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$58.10 +0.06 (+0.10%)
As of 07/18/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Altria Group (NYSE:MO)

Current
Institutional Ownership
Percentage
57.41%
Number of
Institutional Buyers
(last 12 months)
1496
Total
Institutional Inflows
(last 12 months)
$6.63B
Number of
Institutional Sellers
(last 12 months)
1047
Total
Institutional Outflows
(last 12 months)
$2.86B
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MO Institutional Buying and Selling by Quarter

Altria Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025CHURCHILL MANAGEMENT Corp258,228$15.14M0.2%+0.4%0.015%
7/18/2025EWA LLC5,335$313K0.1%+10.4%0.000%
7/18/2025Philip James Wealth Mangement LLC219,826$12.89M1.6%-0.6%0.013%
7/18/2025Pure Financial Advisors LLC31,853$1.87M0.0%-3.7%0.002%
7/18/2025Robeco Institutional Asset Management B.V.711,048$41.69M0.1%+2.2%0.042%
7/18/2025Clarity Financial LLC16,461$965K0.1%+4.4%0.001%
7/18/2025Woodward Diversified Capital LLC16,370$960K0.5%+31.4%0.001%
7/18/2025TruNorth Capital Management LLC419$25K0.0%-34.1%0.000%
7/18/2025SOA Wealth Advisors LLC.985$58K0.0%+44.4%0.000%
7/18/2025Deltec Asset Management LLC42,269$2.48M0.4%-0.8%0.003%
7/18/2025Trilogy Capital Inc.7,769$456K0.0%+3.8%0.000%
7/18/2025QTR Family Wealth LLC5,470$321K0.2%+14.3%0.000%
7/18/2025Trust Co. of Vermont43,169$2.53M0.1%+4.1%0.003%
7/18/2025Bartlett & CO. Wealth Management LLC15,114$900K0.0%-1.1%0.001%
7/18/2025Loudon Investment Management LLC11,538$676K0.4%-8.2%0.001%
7/18/2025Rogco LP11,889$697K0.3%-6.5%0.001%
7/18/2025Impact Capital Partners LLC8,227$482K0.2%-3.8%0.000%
7/18/2025Forza Wealth Management LLC4,734$278K0.1%+11.7%0.000%
7/18/2025Community Bank & Trust Waco Texas71,935$4.22M1.0%+0.8%0.004%
7/18/2025Childress Capital Advisors LLC3,924$230K0.1%N/A0.000%
7/18/2025PFG Investments LLC66,860$3.92M0.2%+3.3%0.004%
7/18/2025Consolidated Portfolio Review Corp8,335$489K0.1%+28.6%0.000%
7/18/2025Institute for Wealth Management LLC.8,852$519K0.1%+13.2%0.001%
7/18/2025Columbia Asset Management13,625$799K0.2%-93.7%0.001%
7/18/2025O ROURKE & COMPANY Inc6,407$376K0.2%+4.7%0.000%
7/18/2025Truist Financial Corp2,385,555$139.87M0.2%-15.5%0.142%
7/18/2025First United Bank & Trust4,536$266K0.1%-9.9%0.000%
7/17/2025 Trivium Point Advisory LLC41,305$2.42M0.3%-4.2%0.002%
7/17/2025 C2C Wealth Management LLC4,204$246K0.2%-54.6%0.000%
7/17/2025 Bluesphere Advisors LLC6,975$409K0.2%+60.6%0.000%
7/17/2025 Park Place Capital Corp657$38K0.0%-74.1%0.000%
7/17/2025 Alliance Wealth Advisors LLC6,117$359K0.2%-17.8%0.000%
7/17/2025 Greenleaf Trust33,358$1.96M0.0%-21.9%0.002%
7/17/2025 BFI Infinity Ltd.3,843$225K0.2%+10.8%0.000%
7/17/2025 XML Financial LLC14,405$845K0.1%-61.1%0.001%
7/17/2025 Capital Investment Advisors LLC621,943$36.47M0.7%+2.5%0.037%
7/17/2025 Centennial Wealth Advisory LLC18,484$1.08M0.3%-13.8%0.001%
7/17/2025 Raleigh Capital Management Inc.5,204$305K0.1%-3.6%0.000%
7/17/2025 HB Wealth Management LLC98,825$5.79M0.0%-6.3%0.006%
7/17/2025 Kavar Capital Partners Group LLC32,535$1.91M0.3%+1.9%0.002%
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7/17/2025 Janney Montgomery Scott LLC914,696$53.63M0.1%-1.7%0.054%
7/17/2025 Venture Visionary Partners LLC103,897$6.09M0.2%-6.5%0.006%
7/17/2025 Smith Anglin Financial LLC9,097$533K0.0%-17.3%0.001%
7/17/2025 Oakworth Capital Inc.10,079$591K0.0%-4.3%0.001%
7/17/2025 Baron Silver Stevens Financial Advisors LLC7,924$465K0.1%+17.2%0.000%
7/17/2025 Wolff Wiese Magana LLC1,263$74K0.0%+56.1%0.000%
7/17/2025 Archford Capital Strategies LLC116,956$6.86M0.9%+49.4%0.007%
7/17/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH10,492$615K0.1%+3.7%0.001%
7/17/2025 Moss Adams Wealth Advisors LLC4,827$288K0.0%+27.7%0.000%
7/17/2025 GC Wealth Management RIA LLC6,987$410K0.0%N/A0.000%
7/17/2025 ERn Financial LLC4,456$261K0.1%-36.6%0.000%
7/17/2025 Alpine Bank Wealth Management4,556$267K0.0%-14.9%0.000%
7/17/2025 Albion Financial Group UT1,661$97K0.0%-14.2%0.000%
7/17/2025 V Square Quantitative Management LLC12,237$717K0.1%-26.4%0.001%
7/17/2025 Sound Income Strategies LLC7,806$458K0.0%+52.8%0.000%
7/17/2025 Vermillion Wealth Management Inc.1,813$106K0.1%+27.6%0.000%
7/17/2025 Investment Research & Advisory Group Inc.2,172$127K0.0%-35.5%0.000%
7/17/2025 Global Trust Asset Management LLC1,214$71K0.0%-64.4%0.000%
7/17/2025 Walker Asset Management LLC12,677$743K0.4%-4.5%0.001%
7/17/2025 Lazari Capital Management Inc.18,407$1.08M0.4%-2.1%0.001%
7/17/2025 City Holding Co.2,180$128K0.0%-19.6%0.000%
7/17/2025 Wagner Wealth Management LLC16,513$968K0.2%+7.1%0.001%
7/17/2025 San Luis Wealth Advisors LLC11,429$670K0.1%-10.1%0.001%
7/17/2025 Beacon Capital Management LLC6,588$386K0.1%+30.8%0.000%
7/17/2025 Tritonpoint Wealth LLC5,246$313K0.0%+21.8%0.000%
7/17/2025 Sonora Investment Management Group LLC20,305$1.19M0.1%+4.8%0.001%
7/17/2025 Financial Partners Group LLC43,512$2.55M0.9%-2.2%0.003%
7/17/2025 Avior Wealth Management LLC10,741$630K0.0%+9.6%0.001%
7/17/2025 Charles Schwab Trust Co6,256$367K0.0%-20.9%0.000%
7/17/2025 LVW Advisors LLC77,161$4.52M0.5%+7.3%0.005%
7/16/2025 West Branch Capital LLC906$53K0.0%-24.9%0.000%
7/16/2025 Valicenti Advisory Services Inc.21,333$1.25M0.3%-2.7%0.001%
7/16/2025 Signaturefd LLC36,255$2.13M0.0%+7.1%0.002%
7/16/2025 ORG Partners LLC25,251$1.47M0.3%+36.9%0.001%
7/16/2025 Kendall Capital Management11,982$703K0.2%-3.2%0.001%
7/16/2025 Augustine Asset Management Inc.6,495$381K0.1%-2.9%0.000%
7/16/2025 1834 Investment Advisors Co.134,801$7.90M1.0%-3.2%0.008%
7/16/2025 State of Alaska Department of Revenue308,878$18.11M0.2%-3.0%0.018%
7/16/2025 One Plus One Wealth Management LLC10,169$596K0.3%N/A0.001%
7/16/2025 Patton Fund Management Inc.50,751$2.98M2.1%N/A0.003%
7/16/2025 Kathmere Capital Management LLC52,404$3.07M0.2%+13.2%0.003%
7/16/2025 ST Germain D J Co. Inc.5,094$299K0.0%+25.8%0.000%
7/16/2025 Swisher Financial Concepts Inc.10,025$588K0.4%N/A0.001%
7/16/2025 FCG Investment Co21,091$1.24M0.6%N/A0.001%
7/16/2025 Strategic Investment Solutions Inc. IL4,061$238K0.1%-4.4%0.000%
7/16/2025 Patron Partners LLC14,155$830K0.4%+15.9%0.001%
7/16/2025 LS Investment Advisors LLC13,085$767K0.1%+33.3%0.001%
7/16/2025 TCI Wealth Advisors Inc.9,457$554K0.0%+2.1%0.001%
7/16/2025 Legend Financial Advisors Inc.1,000$59K0.0%N/A0.000%
7/16/2025 Owen LaRue LLC11,770$690K0.3%N/A0.001%
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7/16/2025 Phil A. Younker & Associates Ltd.16,432$963K0.9%+1.6%0.001%
7/16/2025 American National Bank & Trust16,656$977K0.1%+157.0%0.001%
7/16/2025 Hartford Investment Management Co.101,880$5.97M0.2%-1.6%0.006%
7/16/2025 Meyer Handelman Co.90,225$5.29M0.2%+0.8%0.005%
7/16/2025 Register Financial Advisors LLC5,705$335K0.1%-21.7%0.000%
7/16/2025 Fortune Financial Advisors LLC42,900$2.52M2.0%+0.6%0.003%
7/16/2025 Dakota Wealth Management15,432$905K0.0%+19.6%0.001%
7/16/2025 Perigon Wealth Management LLC53,682$3.15M0.1%+4.7%0.003%
7/16/2025 Octavia Wealth Advisors LLC101,997$6.08M0.7%-11.2%0.006%
7/16/2025 Magnus Financial Group LLC5,978$350K0.0%-20.1%0.000%
(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, 2,336 institutional investors and hedge funds held shares of Altria Group. The most heavily invested institutionals were Vanguard Group Inc. ($9.49B), BlackRock Inc. ($5.39B), State Street Corp ($3.82B), Charles Schwab Investment Management Inc. ($3.80B), Capital World Investors ($3.27B), Geode Capital Management LLC ($2.19B), and Arrowstreet Capital Limited Partnership ($1.16B).Learn more on Altria Group's institutional investors.

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

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

Which institutional investors have been buying Altria Group's stock?

Of the 1,969 institutional investors that purchased Altria Group's 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 ($18.70M), Charles Schwab Investment Management Inc. ($8.80M), Van ECK Associates Corp ($8.68M), Capital World Investors ($7.60M), Raymond James Financial Inc. ($5.56M), and State Street Corp ($5.15M).

How much institutional buying is happening at Altria Group?

Institutional investors have bought a total of 119,343,498 shares in the last 24 months. This purchase volume represents approximately $6.63B in transactions.

Which of Altria Group's major shareholders have been selling company stock?

Of the 1,045 institutional investors that sold Altria Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($6.38M), Legal & General Group Plc ($3.38M), Two Sigma Advisers LP ($2.30M), Victory Capital Management Inc. ($1.94M), Capital World Investors ($1.86M), United Services Automobile Association ($1.76M), and Assenagon Asset Management S.A. ($1.70M).

How much institutional selling is happening at Altria Group?

Institutional investors have sold a total of 53,764,035 shares in the last 24 months. This volume of shares sold represents approximately $2.86B in transactions.


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This page (NYSE:MO) was last updated on 7/19/2025 by MarketBeat.com Staff
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