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Altria Group (MO) Institutional Ownership

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$57.79 -0.76 (-1.30%)
Closing price 07/11/2025 03:59 PM Eastern
Extended Trading
$57.90 +0.11 (+0.19%)
As of 07/11/2025 07:59 PM Eastern
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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)
1493
Total
Institutional Inflows
(last 12 months)
$6.62B
Number of
Institutional Sellers
(last 12 months)
1033
Total
Institutional Outflows
(last 12 months)
$2.88B
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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
7/11/2025Annex Advisory Services LLC18,344$1.08M0.0%-1.7%0.001%
7/11/2025Baugh & Associates LLC98,714$5.35M2.8%-4.2%0.006%
7/11/2025Grant Private Wealth Management Inc5,556$326K0.2%+43.9%0.000%
7/11/2025Farther Finance Advisors LLC95,833$5.62M0.1%+98.3%0.006%
7/11/2025Wedge Capital Management L L P NC530,066$31.08M0.6%+13,343.2%0.031%
7/11/2025Busey Bank201,429$11.81M0.4%+4.4%0.012%
7/11/2025Silver Oak Securities Incorporated12,223$717K0.1%+4.6%0.001%
7/11/2025CX Institutional116,568$6.83M0.2%-4.4%0.007%
7/11/2025 UMB Bank n.a.15,066$883K0.0%+1.8%0.001%
7/11/2025Global X Japan Co. Ltd.434$25K0.0%N/A0.000%
7/11/2025My Legacy Advisors LLC18,454$1.08M0.4%+6.5%0.001%
7/11/2025Thomasville National Bank7,543$442K0.0%-20.2%0.000%
7/11/2025LongView Wealth Management4,334$254K0.1%-4.4%0.000%
7/11/2025SeaCrest Wealth Management LLC20,941$1.23M0.1%-49.7%0.001%
7/11/2025Diversified Trust Co13,526$793K0.0%-32.1%0.001%
7/11/2025Assenagon Asset Management S.A.1,358,342$79.64M0.1%+212.1%0.081%
7/11/2025Perpetual Ltd12,692$744K0.0%-31.0%0.001%
7/11/2025International Private Wealth Advisors LLC11,191$656K0.6%-21.2%0.001%
7/11/2025Kapstone Financial Advisors LLC15,395$903K0.5%+7.8%0.001%
7/11/2025TCV Trust & Wealth Management Inc.43,831$2.57M0.2%-6.0%0.003%
7/11/2025Kingstone Capital Partners Texas LLC70,057$3.79M0.0%N/A0.004%
7/11/2025IFM Investors Pty Ltd241,421$14.16M0.1%-14.3%0.014%
7/10/2025 Oliver Lagore Vanvalin Investment Group1,468$88K0.0%N/A0.000%
7/10/2025 Western Pacific Wealth Management LP1,220$72K0.1%N/A0.000%
7/10/2025 Kozak & Associates Inc.3,565$206K0.0%+131.6%0.000%
7/10/2025 Trust Point Inc.4,846$284K0.0%+8.0%0.000%
7/10/2025 Burns J W & Co. Inc. NY18,215$1.07M0.1%-3.9%0.001%
7/10/2025 Carderock Capital Management Inc.450$26K0.0%N/A0.000%
7/10/2025 Worth Asset Management LLC3,756$220K0.1%N/A0.000%
7/10/2025 HF Advisory Group LLC32,270$1.89M0.7%+6.4%0.002%
7/10/2025 ARS Wealth Advisors Group LLC134,656$7.90M0.9%-1.3%0.008%
7/10/2025 Ferguson Wellman Capital Management Inc.27,643$1.62M0.0%-3.9%0.002%
7/10/2025 Exchange Traded Concepts LLC1,086,060$63.68M0.8%+17.4%0.064%
7/10/2025 Fulton Bank N.A.18,005$1.06M0.0%-8.4%0.001%
7/10/2025 NorthCrest Asset Manangement LLC9,095$543K0.0%+6.5%0.001%
7/10/2025 Atticus Wealth Management LLC1,475$86K0.0%+51.3%0.000%
7/10/2025 Capital Advisory Group Advisory Services LLC41,315$2.42M0.9%+0.9%0.002%
7/10/2025 Wedmont Private Capital18,151$1.05M0.0%+20.7%0.001%
7/10/2025 Tompkins Financial Corp11,627$682K0.1%-4.7%0.001%
7/10/2025 Secure Asset Management LLC11,783$691K0.1%+17.6%0.001%
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7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA3,250$191K0.1%-8.5%0.000%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd244,957$14.36M0.1%-0.7%0.015%
7/10/2025 Signal Advisors Wealth LLC15,123$887K0.1%+145.7%0.001%
7/10/2025 Focus Financial Network Inc.28,660$1.68M0.1%+8.2%0.002%
7/9/2025 Sivia Capital Partners LLC6,361$373K0.1%+86.3%0.000%
7/9/2025 Intelligence Driven Advisers LLC5,604$329K0.0%-4.6%0.000%
7/9/2025 Dynamic Advisor Solutions LLC71,458$4.19M0.1%+0.7%0.004%
7/9/2025 Central Valley Advisors LLC29,259$1.72M0.6%N/A0.002%
7/9/2025 Procyon Advisors LLC9,167$537K0.1%-21.6%0.001%
7/9/2025 Pallas Capital Advisors LLC11,039$647K0.0%-3.3%0.001%
7/9/2025 Tounjian Advisory Partners LLC48,952$2.94M0.5%-1.3%0.003%
7/9/2025 Gateway Investment Advisers LLC112,456$6.59M0.1%-11.9%0.007%
7/9/2025 Baron Wealth Management LLC9,640$565K0.2%+27.1%0.001%
7/9/2025 Seneca House Advisors118,796$6.97M3.0%-1.0%0.007%
7/9/2025 Aaron Wealth Advisors LLC8,847$519K0.1%+13.2%0.001%
7/9/2025 Keystone Wealth Services LLC13,138$770K0.2%+4.6%0.001%
7/9/2025 Thrive Wealth Management LLC3,782$222K0.0%N/A0.000%
7/9/2025 Balefire LLC6,106$358K0.1%N/A0.000%
7/9/2025 Krilogy Financial LLC57,163$3.35M0.2%+0.5%0.003%
7/9/2025 Fiduciary Alliance LLC16,737$981K0.1%+91.1%0.001%
7/9/2025 Bank of New Hampshire2,695$158K0.0%+8.0%0.000%
7/9/2025 Emprise Bank4,915$288K0.1%-15.9%0.000%
7/9/2025 Byrne Asset Management LLC4,765$279K0.2%+9.9%0.000%
7/9/2025 Lifestyle Asset Management Inc.4,342$255K0.1%N/A0.000%
7/9/2025 Key Client Fiduciary Advisors LLC23,533$1.38M0.6%+3.3%0.001%
7/9/2025 Sarver Vrooman Wealth Advisors1,029$60K0.0%-23.9%0.000%
7/9/2025 Bulwark Capital Corp846$50K0.0%N/A0.000%
7/9/2025 Westmount Partners LLC12,258$719K0.2%-35.9%0.001%
7/9/2025 Beacon Financial Group82,028$4.81M0.5%-5.3%0.005%
7/9/2025 Czech National Bank411,739$24.14M0.2%+5.8%0.024%
7/9/2025 ACT Wealth Management LLC4,900$287K0.1%-15.6%0.000%
7/9/2025 MassMutual Private Wealth & Trust FSB92,336$5.41M0.1%-1.5%0.005%
7/9/2025 WealthCare Investment Partners LLC22,901$1.37M0.5%+10.4%0.001%
7/8/2025 Range Financial Group LLC49,759$2.92M1.1%+3.8%0.003%
7/8/2025 Everpar Advisors LLC5,708$335K0.2%+12.9%0.000%
7/8/2025 Next Level Private LLC37,262$2.19M0.7%+0.6%0.002%
7/8/2025 Dover Advisors LLC5,377$315K0.1%-59.6%0.000%
7/8/2025 Braun Bostich & Associates Inc.3,468$203K0.1%N/A0.000%
7/8/2025 Atlas Brown Inc.6,938$407K0.1%-15.2%0.000%
7/8/2025 Webster Bank N. A.4,301$252K0.0%-9.0%0.000%
7/8/2025 MRA Advisory Group5,128$301K0.1%+13.3%0.000%
7/8/2025 Allen Mooney & Barnes Investment Advisors LLC189,274$11.10M1.8%-0.6%0.011%
7/8/2025 Canandaigua National Bank & Trust Co.7,089$416K0.0%-4.1%0.000%
7/8/2025 Goldstone Financial Group LLC10,185$608K0.1%+19.3%0.001%
7/8/2025 Apella Capital LLC10,556$636K0.0%+33.0%0.001%
7/8/2025 Bard Financial Services Inc.131,902$7.73M0.9%-2.0%0.008%
7/8/2025 Lingohr Asset Management GmbH13,611$798K1.4%-88.2%0.001%
7/8/2025 Heartwood Wealth Advisors LLC3,848$226K0.0%N/A0.000%
7/8/2025 Legacy Private Trust Co.27,450$1.61M0.1%+46.1%0.002%
7/8/2025 Adams Asset Advisors LLC238,344$13.97M2.0%-12.5%0.014%
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7/8/2025 Gallacher Capital Management LLC4,765$279K0.1%+11.4%0.000%
7/8/2025 Parallel Advisors LLC41,818$2.45M0.0%-1.3%0.002%
7/7/2025 Wealth Alliance Advisory Group LLC23,188$1.36M0.3%-2.7%0.001%
7/7/2025 Teamwork Financial Advisors LLC9,341$548K0.1%-7.2%0.001%
7/7/2025 Capital Asset Advisory Services LLC9,107$529K0.0%-21.1%0.001%
7/7/2025 Wesbanco Bank Inc.39,635$2.32M0.1%+3.5%0.002%
7/7/2025 Somerset Trust Co6,601$387K0.1%+3.4%0.000%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.3,833$225K0.0%+9.5%0.000%
7/7/2025 Centurion Wealth Management LLC3,968$233K0.1%N/A0.000%
7/7/2025 Douglas Lane & Associates LLC6,759$396K0.0%-11.9%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, 2,329 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 1,961 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 119,411,681 shares in the last 24 months. This purchase volume represents approximately $6.62B in transactions.

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

Of the 1,029 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), Assenagon Asset Management S.A. ($2.48M), Two Sigma Advisers LP ($2.30M), Victory Capital Management Inc. ($1.94M), Capital World Investors ($1.86M), and United Services Automobile Association ($1.76M).

How much institutional selling is happening at Altria Group?

Institutional investors have sold a total of 54,279,694 shares in the last 24 months. This volume of shares sold represents approximately $2.88B in transactions.



This page (NYSE:MO) was last updated on 7/12/2025 by MarketBeat.com Staff
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