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Altria Group (MO) Institutional Ownership

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$68.97 -0.52 (-0.74%)
As of 02:30 PM Eastern
This is a fair market value 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)
1634
Total
Institutional Inflows
(last 12 months)
$9.99B
Number of
Institutional Sellers
(last 12 months)
1092
Total
Institutional Outflows
(last 12 months)
$4.21B
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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
9/4/2026Parkside Financial Bank & Trust14,036$1.01M0.1%-3.0%0.001%
9/2/2026 Second Line Capital LLC7,257$530K0.1%-3.5%0.000%
9/2/2026 Range Advisory LLC7,311$526K0.1%+116.6%0.000%
8/27/2026 Corient Private Wealth LP534,418$38.46M0.1%-4.5%0.032%
8/27/2026 Tucker Asset Management LLC9,939$715K0.2%+7.1%0.001%
8/26/2026 Amundi1,252,381$90.11M0.0%+9.9%0.075%
8/26/2026 Brown Financial Advisors7,283$524K0.2%-2.2%0.000%
8/26/2026 HighTower Advisors LLC1,405,083$101.10M0.1%-54.6%0.084%
8/25/2026 Advus Financial Partners LLC12,846$924K0.2%+6.1%0.001%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al1,228,522$88.39M0.5%N/A0.074%
8/23/2026 Washington Trust Advisors Inc.4,692$338K0.0%-4.7%0.000%
8/23/2026 Ameritas Advisory Services LLC60,861$4.38M0.1%+25.8%0.004%
8/23/2026 Wedmont Private Capital22,967$1.65M0.0%+19.2%0.001%
8/23/2026 Kintra Wealth LLC5,520$397K0.0%+4.9%0.000%
8/23/2026 Aspire Capital Advisors LLC3,690$266K0.1%+14.8%0.000%
8/23/2026 Widmann Financial Services Inc.18,213$1.31M0.7%-5.7%0.001%
8/23/2026 Yarger Wealth Strategies LLC8,959$643K0.2%+4.9%0.001%
8/23/2026 Operose Advisors LLC4,900$353K0.1%-10.0%0.000%
8/23/2026 HB Wealth Management LLC124,567$8.96M0.1%+2.1%0.007%
8/23/2026 Mid American Wealth Advisory Group Inc.18,172$1.31M0.5%-30.7%0.001%
8/23/2026 Nilsine Partners LLC5,176$372K0.0%+3.7%0.000%
8/23/2026 Fortitude Advisory Group L.L.C.4,933$355K0.1%-10.4%0.000%
8/23/2026 Highland Financial Advisors LLC14,437$1.04M0.2%-5.2%0.001%
8/23/2026 Kaydan Wealth Management Inc.3,342$240K0.1%N/A0.000%
8/22/2026 Noble Wealth Partners LLC5,443$392K0.3%N/A0.000%
8/22/2026 Advisory Solutions Group LLC3,259$234K0.1%N/A0.000%
8/22/2026 Compass Financial Management LLC14,284$1.01M0.1%N/A0.001%
8/22/2026 NBH Bank6,926$498K0.2%N/A0.000%
8/22/2026 AlphaGrep UK Ltd3,149$227K0.1%N/A0.000%
8/22/2026 Shah Wealth Advisors LLC16,800$1.21M0.3%N/A0.001%
8/22/2026 MW Advisory LLC3,042$219K0.1%N/A0.000%
8/22/2026 Tenet Wealth Partners LLC4,878$356K0.3%N/A0.000%
8/22/2026 Markowski Investments3,301$237K0.1%N/A0.000%
8/22/2026 Highland Investment Advisors LLC4,496$324K0.1%N/A0.000%
8/22/2026 Strive Financial Group LLC2,502$180K0.1%-60.3%0.000%
8/22/2026 BAM Wealth Management LLC9,377$675K0.4%+15.0%0.001%
8/22/2026 Three Seasons Wealth LLC51,496$3.71M0.3%+143.1%0.003%
8/22/2026 Copley Financial Group Inc.3,824$275K0.1%-38.7%0.000%
8/22/2026 NWF Advisory Services Inc.7,008$504K0.0%+87.9%0.000%
8/22/2026 Rogco LP11,788$848K0.3%-2.4%0.001%
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8/22/2026 Wheelhouse Advisory Group LLC4,119$296K0.1%+5.5%0.000%
8/22/2026 Syon Capital LLC24,134$1.74M0.1%+10.9%0.001%
8/22/2026 denkapparat Operations GmbH23,930$1.72M0.6%+118.0%0.001%
8/22/2026 TD Waterhouse Canada Inc.151,000$10.81M0.0%+36.1%0.009%
8/22/2026 Premier Path Wealth Partners LLC19,772$1.42M0.2%+19.1%0.001%
8/22/2026 United Community Bank4,699$338K0.1%+4.3%0.000%
8/22/2026 Concurrent Investment Advisors LLC151,975$10.94M0.1%+4.6%0.009%
8/22/2026 Prosperitas Financial LLC76,848$5.53M1.8%+9.2%0.005%
8/22/2026 NEOS Investment Management LLC275,042$19.79M0.1%+9.5%0.016%
8/22/2026 Burford Brothers Inc.32,891$2.37M0.9%-19.4%0.002%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC179,267$12.90M2.0%-12.6%0.011%
8/21/2026 KFG Wealth Management LLC3,479$250K0.0%N/A0.000%
8/21/2026 Beacon Capital Management LLC7,125$513K0.1%+4.2%0.000%
8/21/2026 Mayport LLC2,857$206K0.0%N/A0.000%
8/21/2026 Continuum Advisory LLC11,907$857K0.1%+14.2%0.001%
8/21/2026 Safeguard Investment Advisory Group LLC12,202$878K0.2%+25.3%0.001%
8/21/2026 Nykredit A S110,288$7.94M0.0%N/A0.007%
8/21/2026 EMC Capital Management1,000$73K0.0%N/A0.000%
8/21/2026 B. Metzler seel. Sohn & Co. AG39,667$2.85M0.0%+8.2%0.002%
8/21/2026 Resolute Advisors LLC13,308$972K0.2%-7.0%0.001%
8/21/2026 XML Financial LLC12,678$912K0.1%+2.5%0.001%
8/21/2026 KFA Private Wealth Group LLC36,061$2.60M0.7%-0.4%0.002%
8/21/2026 Symphony Financial Ltd. Co.87,957$6.51M0.7%+3.2%0.005%
8/21/2026 Secure Asset Management LLC6,375$459K0.1%-38.4%0.000%
8/21/2026 Independence Bank of Kentucky30,063$2.16M0.2%-2.5%0.002%
8/21/2026 Murphy Middleton Hinkle & Parker Inc.2,912$210K0.1%N/A0.000%
8/21/2026 Requisite Capital Management LLC3,049$223K0.0%-9.6%0.000%
8/21/2026 Acorn Wealth Advisors LLC10,970$789K0.2%+7.4%0.001%
8/21/2026 Investors Research Corp2,975$214K0.0%-4.8%0.000%
8/21/2026 Legacy Financial Advisors Inc.9,521$685K0.1%+1.9%0.001%
8/20/2026 Proficio Capital Partners LLC10,740$773K0.0%N/A0.001%
8/20/2026 Community Bank & Trust Waco Texas72,914$5.25M0.9%-1.7%0.004%
8/20/2026 Nwam LLC12,675$912K0.0%-8.2%0.001%
8/20/2026 Clifford Swan Investment Counsel LLC73,127$5.26M0.2%+0.6%0.004%
8/20/2026 Rehmann Capital Advisory Group20,808$1.50M0.1%-7.4%0.001%
8/20/2026 Railway Pension Investments Ltd1,264,600$90.99M1.1%-2.2%0.076%
8/20/2026 Strategic Advisors LLC4,839$348K0.1%-38.9%0.000%
8/20/2026 M Holdings Securities Inc.28,336$2.09M0.3%-1.2%0.002%
8/20/2026 Ancora Advisors LLC20,459$1.47M0.0%-16.7%0.001%
8/20/2026 Sigma Planning Corp78,957$5.68M0.1%+14.5%0.005%
8/20/2026 Two Sigma Securities LLC16,124$1.16M0.1%N/A0.001%
8/20/2026 Benjamin Edwards Inc.136,333$9.81M0.1%+38.3%0.008%
8/20/2026 GTS Securities LLC5,237$377K0.0%-70.5%0.000%
8/20/2026 Alyeska Investment Group L.P.2,133,222$153.49M0.4%-5.9%0.128%
8/20/2026 Flputnam Investment Management Co.36,769$2.65M0.0%+200.0%0.002%
8/20/2026 Northwestern Mutual Wealth Management Co.266,421$19.17M0.0%-2.9%0.016%
8/20/2026 Wedbush Securities Inc.36,884$2.65M0.1%+0.5%0.002%
8/20/2026 Bluefin Capital Management LLC3,100$223K0.1%N/A0.000%
8/20/2026 Meiji Yasuda Life Insurance Co7,442$535K0.0%+53.7%0.000%
8/20/2026 Hennessy Advisors Inc.139,500$10.04M0.3%-2.1%0.008%
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8/20/2026 Hollencrest Capital Management86,360$6.21M0.4%+0.6%0.005%
8/20/2026 Greenleaf Trust33,970$2.44M0.0%-1.9%0.002%
8/19/2026 Capital Advisors Inc. OK18,763$1.35M0.0%-1.0%0.001%
8/19/2026 Trustmark Bank Trust Department9,078$653K0.0%+2.0%0.001%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC6,134,502$441.38M0.1%+1.7%0.367%
8/19/2026 Washington Trust Bank35,313$2.54M0.2%-0.7%0.002%
8/19/2026 New Mexico Educational Retirement Board83,495$6.01M0.2%+9.0%0.005%
8/19/2026 Royal London Asset Management Ltd.740,021$53.25M0.1%-1.8%0.044%
8/19/2026 Toth Financial Advisory Corp4,572$329K0.0%-7.2%0.000%
8/19/2026 Mufg Securities Americas Inc.50,295$3.62M0.2%+8.3%0.003%


MO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,634 institutional investors and hedge funds held shares of Altria Group. The most heavily invested institutionals were Vanguard Group Inc. ($9.28B), BlackRock Inc. ($9.07B), State Street Corp ($4.28B), Charles Schwab Investment Management Inc. ($3.78B), Geode Capital Management LLC ($2.65B), GQG Partners LLC ($1.81B), and Morgan Stanley ($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 2,279 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 ($43.81M), Bank of America Corp DE ($15.35M), Charles Schwab Investment Management Inc. ($12.64M), Ameriprise Financial Inc. ($9.59M), Legal & General Group Plc ($9.47M), Assenagon Asset Management S.A. ($6.52M), and Raymond James Financial Inc. ($5.96M).

Institutional investors have bought a total of 149,325,786 shares in the last 24 months. This purchase volume represents approximately $9.99B in transactions.

Of the 1,091 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 ($10.14M), HighTower Advisors LLC ($3.39M), JPMorgan Chase & Co. ($2.65M), Bank of Nova Scotia ($2.05M), Mackenzie Financial Corp ($1.73M), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.68M).

Institutional investors have sold a total of 66,101,492 shares in the last 24 months. This volume of shares sold represents approximately $4.21B in transactions.



Institutional ownership data for NYSE:MO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/4/2026. New 13F filings are added each quarter as they're published.
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