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Altria Group (MO) Institutional Ownership

Altria Group logo
$69.60 -2.34 (-3.25%)
Closing price 03:59 PM Eastern
Extended Trading
$69.84 +0.24 (+0.35%)
As of 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 Massive. Learn more.

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

Current
Institutional Ownership
Percentage
57.41%
Number of
Institutional Buyers
(last 12 months)
1680
Total
Institutional Inflows
(last 12 months)
$5.82B
Number of
Institutional Sellers
(last 12 months)
1205
Total
Institutional Outflows
(last 12 months)
$5.02B
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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
6/11/2026 LFG Wealth Partners LLC4,911$324K0.2%-10.4%0.000%
6/9/2026 Rathbones Group PLC91,111$6.01M0.0%-0.6%0.005%
6/8/2026 Pine Valley Investments Ltd Liability Co44,062$2.93M0.1%+2.5%0.003%
6/8/2026 Farmers National Bank10,434$689K0.2%+96.3%0.001%
6/3/2026 Wealthquest Corp6,470$427K0.0%+25.9%0.000%
6/3/2026 CoreFirst Bank & Trust11,735$774K0.4%-6.6%0.001%
6/3/2026 Parallel Advisors LLC43,552$2.87M0.1%+3.3%0.003%
6/3/2026 NewEdge Advisors LLC329,804$21.76M0.1%-7.2%0.020%
6/2/2026 Optiver Holding B.V.8,271$546K0.0%+116.4%0.000%
6/2/2026 Blue Edge Capital LLC3,164$209K0.0%N/A0.000%
6/1/2026 First Nebraska Trust Co19,921$1.32M0.1%N/A0.001%
6/1/2026 Foguth Wealth Management LLC.5,009$348K0.0%-5.1%0.000%
6/1/2026 Concorde Asset Management LLC6,417$430K0.2%+8.1%0.000%
5/27/2026 Security Financial Services INC.3,238$214K0.0%N/A0.000%
5/26/2026 Glenmede Trust Co. NA219,607$14.49M0.1%+1.9%0.013%
5/26/2026 Summit Financial Wealth Advisors LLC5,836$385K0.1%+41.2%0.000%
5/26/2026 Axiom Investment Management LLC3,584$237K0.2%N/A0.000%
5/22/2026 Groupama Asset Managment24,579$1.62M0.0%-18.5%0.001%
5/22/2026 Verus Capital Partners LLC64,187$4.24M0.3%-10.2%0.004%
5/21/2026 Raab & Moskowitz Asset Management LLC13,058$862K0.2%-3.3%0.001%
5/21/2026 Essential Partners LLC1,956$129K0.0%+16.4%0.000%
5/21/2026 Vestor Capital LLC5,624$371K0.0%-98.9%0.000%
5/21/2026 BankChampaign National Association8,390$554K0.5%N/A0.001%
5/20/2026 Arete Wealth Advisors LLC22,402$1.48M0.1%+2.7%0.001%
5/20/2026 SOA Wealth Advisors LLC.814$54K0.0%-30.2%0.000%
5/19/2026 Western Wealth Management LLC34,404$2.27M0.1%+11.8%0.002%
5/19/2026 Winnow Wealth LLC17,677$1.17M0.9%-4.0%0.001%
5/19/2026 Ariadne Wealth Management LP11,018$740K0.3%+2.7%0.001%
5/19/2026 Bank of America Corp DE15,099,821$996.44M0.1%-5.2%0.904%
5/19/2026 Alexander Labrunerie & CO. Inc.3,439$227K0.1%N/A0.000%
5/19/2026 Edgestream Partners L.P.55,135$3.64M0.1%-60.0%0.003%
5/19/2026 Kentucky Retirement Systems165,124$10.90M0.4%+55.9%0.010%
5/19/2026 Chesapeake Wealth Management3,575$236K0.1%N/A0.000%
5/19/2026 Janus Henderson Group PLC76,002$5.02M0.0%-53.9%0.005%
5/19/2026 Centaurus Financial Inc.16,895$1.12M0.1%-2.5%0.001%
5/19/2026 Bull Harbor Capital LLC12,623$833K0.2%N/A0.001%
5/19/2026 Strategic Investment Advisors MI62,747$4.14M0.3%+14.0%0.004%
5/19/2026 Ashton Thomas Securities LLC16,695$1.10M0.1%-3.3%0.001%
5/19/2026 Arkadios Wealth Advisors178,722$11.79M0.2%+15.3%0.011%
5/19/2026 South Dakota Investment Council18,917$1.25M0.0%-74.0%0.001%
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5/19/2026 Claris Financial LLC13,884$916K0.5%+257.0%0.001%
5/19/2026 Strategic Planning Inc.81,214$5.36M2.7%+1.4%0.005%
5/19/2026 Opal Capital LLC75,770$5M0.9%+0.7%0.005%
5/18/2026 Sunbelt Securities Inc.81,802$5.40M0.3%+1.8%0.005%
5/18/2026 Amundi1,140,040$75.23M0.0%+10.1%0.068%
5/18/2026 Parvin Asset Management LLC4,465$295K0.2%+45.7%0.000%
5/18/2026 Constant Guidance Financial LLC7,159$472K0.3%N/A0.000%
5/18/2026 EverSource Wealth Advisors LLC13,718$905K0.0%+31.5%0.001%
5/18/2026 ROI Financial Advisors LLC5,956$393K0.2%+15.9%0.000%
5/18/2026 Empowered Funds LLC512,441$33.82M0.2%-15.3%0.031%
5/18/2026 Evercore Wealth Management LLC11,078$731K0.0%-16.4%0.001%
5/16/2026 The Manufacturers Life Insurance Company 1,063,351$70.17M0.1%-0.5%0.064%
5/16/2026 KCM Investment Advisors LLC11,632$768K0.0%-8.1%0.001%
5/16/2026 Measured Risk Portfolios Inc.32,273$2.13M2.3%-0.6%0.002%
5/16/2026 Glen Eagle Advisors LLC1,114$74K0.0%-33.3%0.000%
5/16/2026 Maverick Capital Ltd.52,322$3.45M0.0%+239.2%0.003%
5/16/2026 Quantinno Capital Management LP951,085$62.76M0.1%+26.6%0.057%
5/16/2026 Copley Financial Group Inc.6,234$411K0.2%-6.9%0.000%
5/16/2026 Lazard Asset Management LLC1,088,444$71.83M0.1%+32.2%0.065%
5/15/2026 Intelligence Driven Advisers LLC7,207$476K0.1%+18.9%0.000%
5/15/2026 Gateway Wealth Partners LLC27,798$1.83M0.1%+373.0%0.002%
5/15/2026 Quadcap Wealth Management LLC8,873$586K0.1%-6.2%0.001%
5/15/2026 Weiss Asset Management LP65,373$4.31M0.1%N/A0.004%
5/15/2026 Cypress Capital Group75,064$4.95M0.5%+3.1%0.004%
5/15/2026 Callodine Capital Management LP264,844$17.48M1.2%-43.8%0.016%
5/15/2026 Van Diest Capital LLC5,753$380K0.3%N/A0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT30,036$1.98M0.0%-5.6%0.002%
5/15/2026 Waverly Advisors LLC95,137$6.28M0.0%+21.6%0.006%
5/15/2026 London Co. of Virginia3,592,274$237.06M1.5%-6.4%0.215%
5/15/2026 Wealth Alliance LLC22,889$1.51M0.1%+22.9%0.001%
5/15/2026 Entropy Technologies LP207,909$13.72M0.6%-18.5%0.012%
5/15/2026 Bridgewater Advisors Inc.3,794$250K0.0%N/A0.000%
5/14/2026 Dai ichi Life Insurance Company Ltd134,668$8.89M0.3%-6.7%0.008%
5/14/2026 Renaissance Technologies LLC1,676,500$110.63M0.2%-20.9%0.100%
5/14/2026 Bollard Group LLC58,350$3.85M0.1%+17.7%0.003%
5/14/2026 Hilltop Holdings Inc.39,913$2.63M0.2%-40.7%0.002%
5/14/2026 Morningstar Investment Management LLC40,785$2.69M0.2%-33.4%0.002%
5/14/2026 Public Employees Retirement System of Ohio713,739$47.10M0.2%-1.1%0.043%
5/14/2026 Compound Planning Inc.28,074$1.85M0.1%+8.9%0.002%
5/14/2026 Klingman & Associates LLC11,351$749K0.0%+2.2%0.001%
5/14/2026 Modern Wealth Management LLC22,873$1.50M0.0%-8.9%0.001%
5/14/2026 Keebeck Wealth Management4,066$268K0.0%N/A0.000%
5/14/2026 Arrowstreet Capital Limited Partnership9,202,240$607.26M0.3%-23.1%0.551%
5/14/2026 Inceptionr LLC21,076$1.39M0.3%-20.5%0.001%
5/14/2026 Bank of Nova Scotia370,525$24.45M0.0%-84.7%0.022%
5/14/2026 Dickmeyer Boyce Financial Management Inc.4,728$312K0.2%N/A0.000%
5/14/2026 Gibbs Wealth Management5,289$349K0.0%N/A0.000%
5/14/2026 Sei Investments Co.1,698,456$112.08M0.1%+15.1%0.102%
5/14/2026 Keynote Financial Services LLC24,512$1.62M0.9%-3.0%0.001%
5/14/2026 Davis R M Inc.13,706$909K0.0%+1.5%0.001%
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5/14/2026 Lido Advisors LLC324,037$21.72M0.1%-52.7%0.019%
5/14/2026 State of Wyoming7,198$475K0.1%+3.0%0.000%
5/13/2026 Cetera Investment Advisers1,587,260$104.74M0.1%+0.1%0.095%
5/13/2026 GSG Advisors LLC3,103$205K0.1%N/A0.000%
5/13/2026 Wealthspire Retirement LLC5,343$353K0.0%+5.5%0.000%
5/13/2026 Lavaca Capital LLC7,734$510K0.1%+640.8%0.000%
5/13/2026 Measured Wealth Private Client Group LLC20,136$1.33M0.4%-0.7%0.001%
5/13/2026 Signature Equity Partners LLC1,652$109K0.1%-34.2%0.000%
5/13/2026 NewEdge Wealth LLC63,320$4.18M0.0%-9.1%0.004%
5/13/2026 Wiregrass Investment Management LLC17,291$1.14M0.9%-15.3%0.001%


MO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,587 institutional investors and hedge funds held shares of Altria Group. The most heavily invested institutionals were Vanguard Group Inc. ($9.28B), State Street Corp ($4.28B), Charles Schwab Investment Management Inc. ($3.78B), Geode Capital Management LLC ($2.65B), GQG Partners LLC ($1.44B), Morgan Stanley ($1.29B), and Ameriprise Financial Inc. ($1.29B).Learn more on Altria Group's institutional investors.

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

Of the 2,239 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: GQG Partners LLC ($18.70M), Charles Schwab Investment Management Inc. ($12.64M), Ameriprise Financial Inc. ($9.59M), Raymond James Financial Inc. ($5.96M), State Street Corp ($5.94M), Vanguard Group Inc. ($5.01M), and Marshall Wace LLP ($4.38M).

Institutional investors have bought a total of 96,223,026 shares in the last 24 months. This purchase volume represents approximately $5.82B in transactions.

Of the 1,205 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: Capital World Investors ($16.97M), Arrowstreet Capital Limited Partnership ($10.27M), JPMorgan Chase & Co. ($3.36M), BNP Paribas Financial Markets ($2.17M), Bank of Nova Scotia ($2.05M), Alliancebernstein L.P. ($2.03M), and Mackenzie Financial Corp ($1.74M).

Institutional investors have sold a total of 81,229,472 shares in the last 24 months. This volume of shares sold represents approximately $5.02B in transactions.



This page (NYSE:MO) was last updated on 6/15/2026 by MarketBeat.com Staff.
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