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Altria Group (MO) Institutional Ownership

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$72.77 +0.06 (+0.08%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$72.51 -0.25 (-0.35%)
As of 08:09 AM 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)
1681
Total
Institutional Inflows
(last 12 months)
$5.82B
Number of
Institutional Sellers
(last 12 months)
1207
Total
Institutional Outflows
(last 12 months)
$5.06B
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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
7/2/2026 MassMutual Private Wealth & Trust FSB88,262$6.35M0.2%-1.6%0.005%
7/2/2026 Versant Capital Management Inc8,555$616K0.1%+6.5%0.001%
7/2/2026 Hilltop National Bank12,987$934K0.2%-1.5%0.001%
7/2/2026 CX Institutional40,496$2.91M0.1%+2.9%0.002%
7/1/2026 Adelphi Trust Co2,868$206K0.1%N/A0.000%
7/1/2026 Eastern Bank13,030$938K0.0%-8.0%0.001%
6/30/2026VectorGlobal IAG Inc.4,767$315K0.1%N/A0.000%
6/24/2026Redwood Investment Management LLC15,871$1.05M0.1%-6.5%0.001%
6/23/2026Ballast Advisors LLC969$64K0.0%N/A0.000%
6/22/2026Sapient Capital LLC46,145$3.09M0.0%-14.0%0.003%
6/18/2026Pacer Advisors Inc.6,993,972$461.53M0.7%-10.6%0.419%
6/11/2026LFG Wealth Partners LLC4,911$324K0.2%-10.4%0.000%
6/9/2026Rathbones Group PLC91,111$6.01M0.0%-0.6%0.005%
6/8/2026Pine Valley Investments Ltd Liability Co44,062$2.93M0.1%+2.5%0.003%
6/8/2026Farmers National Bank10,434$689K0.2%+96.3%0.001%
6/3/2026Wealthquest Corp6,470$427K0.0%+25.9%0.000%
6/3/2026CoreFirst Bank & Trust11,735$774K0.4%-6.6%0.001%
6/3/2026Parallel Advisors LLC43,552$2.87M0.1%+3.3%0.003%
6/3/2026NewEdge Advisors LLC329,804$21.76M0.1%-7.2%0.020%
6/2/2026Optiver Holding B.V.8,271$546K0.0%+116.4%0.000%
6/2/2026Blue Edge Capital LLC3,164$209K0.0%N/A0.000%
6/1/2026First Nebraska Trust Co19,921$1.32M0.1%N/A0.001%
6/1/2026Foguth Wealth Management LLC.5,009$348K0.0%-5.1%0.000%
6/1/2026Concorde Asset Management LLC6,417$430K0.2%+8.1%0.000%
5/27/2026Security Financial Services INC.3,238$214K0.0%N/A0.000%
5/26/2026Glenmede Trust Co. NA219,607$14.49M0.1%+1.9%0.013%
5/26/2026Summit Financial Wealth Advisors LLC5,836$385K0.1%+41.2%0.000%
5/26/2026Axiom Investment Management LLC3,584$237K0.2%N/A0.000%
5/22/2026Groupama Asset Managment24,579$1.62M0.0%-18.5%0.001%
5/22/2026Verus Capital Partners LLC64,187$4.24M0.3%-10.2%0.004%
5/21/2026Raab & Moskowitz Asset Management LLC13,058$862K0.2%-3.3%0.001%
5/21/2026Essential Partners LLC1,956$129K0.0%+16.4%0.000%
5/21/2026Vestor Capital LLC5,624$371K0.0%-98.9%0.000%
5/21/2026BankChampaign National Association8,390$554K0.5%N/A0.001%
5/20/2026Arete Wealth Advisors LLC22,402$1.48M0.1%+2.7%0.001%
5/20/2026SOA Wealth Advisors LLC.814$54K0.0%-30.2%0.000%
5/19/2026Western Wealth Management LLC34,404$2.27M0.1%+11.8%0.002%
5/19/2026Winnow Wealth LLC17,677$1.17M0.9%-4.0%0.001%
5/19/2026Ariadne Wealth Management LP11,018$740K0.3%+2.7%0.001%
5/19/2026Bank of America Corp DE15,099,821$996.44M0.1%-5.2%0.904%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

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5/19/2026Alexander Labrunerie & CO. Inc.3,439$227K0.1%N/A0.000%
5/19/2026Edgestream Partners L.P.55,135$3.64M0.1%-60.0%0.003%
5/19/2026Kentucky Retirement Systems165,124$10.90M0.4%+55.9%0.010%
5/19/2026Chesapeake Wealth Management3,575$236K0.1%N/A0.000%
5/19/2026Janus Henderson Group PLC76,002$5.02M0.0%-53.9%0.005%
5/19/2026Centaurus Financial Inc.16,895$1.12M0.1%-2.5%0.001%
5/19/2026Bull Harbor Capital LLC12,623$833K0.2%N/A0.001%
5/19/2026Strategic Investment Advisors MI62,747$4.14M0.3%+14.0%0.004%
5/19/2026Ashton Thomas Securities LLC16,695$1.10M0.1%-3.3%0.001%
5/19/2026Arkadios Wealth Advisors178,722$11.79M0.2%+15.3%0.011%
5/19/2026South Dakota Investment Council18,917$1.25M0.0%-74.0%0.001%
5/19/2026Claris Financial LLC13,884$916K0.5%+257.0%0.001%
5/19/2026Strategic Planning Inc.81,214$5.36M2.7%+1.4%0.005%
5/19/2026Opal Capital LLC75,770$5M0.9%+0.7%0.005%
5/18/2026Sunbelt Securities Inc.81,802$5.40M0.3%+1.8%0.005%
5/18/2026Amundi1,140,040$75.23M0.0%+10.1%0.068%
5/18/2026Parvin Asset Management LLC4,465$295K0.2%+45.7%0.000%
5/18/2026Constant Guidance Financial LLC7,159$472K0.3%N/A0.000%
5/18/2026EverSource Wealth Advisors LLC13,718$905K0.0%+31.5%0.001%
5/18/2026ROI Financial Advisors LLC5,956$393K0.2%+15.9%0.000%
5/18/2026Empowered Funds LLC512,441$33.82M0.2%-15.3%0.031%
5/18/2026Evercore Wealth Management LLC11,078$731K0.0%-16.4%0.001%
5/16/2026The Manufacturers Life Insurance Company 1,063,351$70.17M0.1%-0.5%0.064%
5/16/2026KCM Investment Advisors LLC11,632$768K0.0%-8.1%0.001%
5/16/2026Measured Risk Portfolios Inc.32,273$2.13M2.3%-0.6%0.002%
5/16/2026Glen Eagle Advisors LLC1,114$74K0.0%-33.3%0.000%
5/16/2026Maverick Capital Ltd.52,322$3.45M0.0%+239.2%0.003%
5/16/2026Quantinno Capital Management LP951,085$62.76M0.1%+26.6%0.057%
5/16/2026Copley Financial Group Inc.6,234$411K0.2%-6.9%0.000%
5/16/2026Lazard Asset Management LLC1,088,444$71.83M0.1%+32.2%0.065%
5/15/2026Intelligence Driven Advisers LLC7,207$476K0.1%+18.9%0.000%
5/15/2026Gateway Wealth Partners LLC27,798$1.83M0.1%+373.0%0.002%
5/15/2026Quadcap Wealth Management LLC8,873$586K0.1%-6.2%0.001%
5/15/2026Weiss Asset Management LP65,373$4.31M0.1%N/A0.004%
5/15/2026Cypress Capital Group75,064$4.95M0.5%+3.1%0.004%
5/15/2026Callodine Capital Management LP264,844$17.48M1.2%-43.8%0.016%
5/15/2026Van Diest Capital LLC5,753$380K0.3%N/A0.000%
5/15/2026Bradley Foster & Sargent Inc. CT30,036$1.98M0.0%-5.6%0.002%
5/15/2026Waverly Advisors LLC95,137$6.28M0.0%+21.6%0.006%
5/15/2026London Co. of Virginia3,592,274$237.06M1.5%-6.4%0.215%
5/15/2026Wealth Alliance LLC22,889$1.51M0.1%+22.9%0.001%
5/15/2026Entropy Technologies LP207,909$13.72M0.6%-18.5%0.012%
5/15/2026Bridgewater Advisors Inc.3,794$250K0.0%N/A0.000%
5/14/2026Dai ichi Life Insurance Company Ltd134,668$8.89M0.3%-6.7%0.008%
5/14/2026Renaissance Technologies LLC1,676,500$110.63M0.2%-20.9%0.100%
5/14/2026Bollard Group LLC58,350$3.85M0.1%+17.7%0.003%
5/14/2026Hilltop Holdings Inc.39,913$2.63M0.2%-40.7%0.002%
5/14/2026Morningstar Investment Management LLC40,785$2.69M0.2%-33.4%0.002%
5/14/2026Public Employees Retirement System of Ohio713,739$47.10M0.2%-1.1%0.043%
5/14/2026Compound Planning Inc.28,074$1.85M0.1%+8.9%0.002%
Trump’s New Currency Reset (Ad)

Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move.tc pixel

Watch the documentary briefing and find out which side you land on
5/14/2026Klingman & Associates LLC11,351$749K0.0%+2.2%0.001%
5/14/2026Modern Wealth Management LLC22,873$1.50M0.0%-8.9%0.001%
5/14/2026Keebeck Wealth Management4,066$268K0.0%N/A0.000%
5/14/2026Arrowstreet Capital Limited Partnership9,202,240$607.26M0.3%-23.1%0.551%
5/14/2026Inceptionr LLC21,076$1.39M0.3%-20.5%0.001%
5/14/2026Bank of Nova Scotia370,525$24.45M0.0%-84.7%0.022%
5/14/2026Dickmeyer Boyce Financial Management Inc.4,728$312K0.2%N/A0.000%
5/14/2026Gibbs Wealth Management5,289$349K0.0%N/A0.000%
5/14/2026Sei Investments Co.1,698,456$112.08M0.1%+15.1%0.102%
5/14/2026Keynote Financial Services LLC24,512$1.62M0.9%-3.0%0.001%


MO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,589 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 2,241 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 96,221,539 shares in the last 24 months. This purchase volume represents approximately $5.82B in transactions.

Of the 1,207 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 81,898,637 shares in the last 24 months. This volume of shares sold represents approximately $5.06B in transactions.



This page (NYSE:MO) was last updated on 7/6/2026 by MarketBeat.com Staff.
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