Altria Group (MO) Institutional Ownership

$42.87
+0.30 (+0.70%)
(As of 04/23/2024 ET)

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

Current
Institutional Ownership
Percentage
57.41%
Number of
Institutional Buyers
(last 12 months)
1170
Total
Institutional Inflows
(last 12 months)
$53.28B
Number of
Institutional Sellers
(last 12 months)
1007
Total
Institutional Outflows
(last 12 months)
$4.84B
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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
4/23/2024Godsey & Gibb Inc.17,141$748K0.1%-3.0%0.001%
4/23/2024Canal Capital Management LLC298,249$13.01M2.2%-9.1%0.017%
4/23/2024Busey Bank176,656$7.71M0.3%+0.8%0.010%
4/23/2024Global Retirement Partners LLC83,825$3.66M0.1%+5.0%0.005%
4/23/2024Louisiana State Employees Retirement System102,700$4.48M0.1%-3.9%0.006%
4/23/2024Sage Mountain Advisors LLC5,750$251K0.0%N/A0.000%
4/23/2024Venturi Wealth Management LLC3,062$134K0.0%-9.9%0.000%
4/23/2024Rational Advisors LLC12,420$542K0.1%N/A0.001%
4/23/2024Amalgamated Bank365,006$15.92M0.1%-15.3%0.021%
4/23/2024Nations Financial Group Inc. IA ADV13,264$579K0.0%-59.6%0.001%
4/23/2024Gradient Investments LLC1,751$76K0.0%-65.8%0.000%
4/23/2024New Mexico Educational Retirement Board89,095$3.89M0.1%-4.1%0.005%
4/23/2024Sugarloaf Wealth Management LLC3,344$146K0.0%-10.4%0.000%
4/23/2024TrueWealth Advisors LLC5,657$247K0.1%+10.0%0.000%
4/23/2024Fifth Third Bancorp77,766$3.39M0.0%-21.8%0.005%
4/23/2024Tyche Wealth Partners LLC95,958$4.19M1.0%-2.1%0.006%
4/23/2024Wesbanco Bank Inc.36,980$1.61M0.1%+48.3%0.002%
4/23/2024Summit Trail Advisors LLC41,939$1.87M0.0%+299.6%0.002%
4/23/2024Stablepoint Partners LLC8,802$384K0.1%+12.8%0.001%
4/23/2024Principle Wealth Partners LLC13,222$577K0.0%+28.6%0.001%
4/23/2024Duncker Streett & Co. Inc.9,301$406K0.1%-16.4%0.001%
4/23/2024Strategic Blueprint LLC10,888$475K0.0%+7.9%0.001%
4/23/2024Accurate Wealth Management LLC78,483$3.30M0.9%+62.1%0.005%
4/23/2024Gerber LLC8,502$371K0.3%-23.9%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.1,080,290$47.12M0.1%-10.7%0.063%
4/23/2024Stonegate Investment Group LLC44,992$1.96M0.1%-3.0%0.003%
4/23/2024Sapient Capital LLC264,248$11.79M0.3%-2.0%0.015%
4/23/2024Wendell David Associates Inc.6,450$281K0.0%-5.1%0.000%
4/22/2024Nicholas Hoffman & Company LLC.28,809$1.26M0.1%-5.9%0.002%
4/22/2024Strategic Financial Concepts LLC10,395$453K0.1%+82.1%0.001%
4/22/2024Confluence Wealth Services Inc.47,745$2.08M0.2%+9.0%0.003%
4/22/2024Rovin Capital UT ADV8,180$357K0.1%N/A0.000%
4/22/2024Harbour Trust & Investment Management Co8,499$371K0.0%-15.1%0.000%
4/22/2024Centennial Wealth Advisory LLC7,744$338K0.2%-11.5%0.000%
4/22/2024HF Advisory Group LLC29,653$1.29M0.7%+6.2%0.002%
4/22/2024PFG Investments LLC59,098$2.58M0.2%+312.0%0.003%
4/22/2024Oakworth Capital Inc.9,100$397K0.0%-14.2%0.001%
4/22/2024Horst & Graben Wealth Management LLC14,437$630K0.1%+1.9%0.001%
4/22/2024Raymond James & Associates1,575,191$68.71M0.0%+1.4%0.092%
4/22/2024MBL Wealth LLC4,844$211K0.0%-17.1%0.000%
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4/22/2024Accordant Advisory Group Inc600$26K0.0%N/A0.000%
4/22/2024Investors Asset Management of Georgia Inc. GA ADV37,236$1.62M0.8%-3.0%0.002%
4/22/2024EFG Asset Management Americas Corp.27,338$1.19M0.4%-38.1%0.002%
4/22/2024Hendershot Investments Inc.9,686$423K0.1%-3.2%0.001%
4/22/2024Ashton Thomas Private Wealth LLC33,842$1.48M0.1%+4.4%0.002%
4/22/2024Benchmark Financial Wealth Advisors LLC9,788$427K0.2%+22.4%0.001%
4/22/2024Strategic Advisors LLC9,937$433K0.1%+12.1%0.001%
4/20/2024Cohen Investment Advisors LLC7,750$338K0.2%-4.1%0.000%
4/19/2024FORVIS Wealth Advisors LLC13,089$571K0.0%-5.5%0.001%
4/19/2024Everett Harris & Co. CA16,800$733K0.0%+6.1%0.001%
4/19/2024Teamwork Financial Advisors LLC10,715$467K0.1%+6.9%0.001%
4/19/2024Insight Folios Inc153,971$6.72M2.7%+1.5%0.009%
4/19/2024Retirement Guys Formula LLC17,708$772K0.4%+36.2%0.001%
4/19/2024Powers Advisory Group LLC9,933$433K0.2%-11.8%0.001%
4/19/2024First Trust Direct Indexing L.P.32,685$1.43M0.1%+56.3%0.002%
4/19/2024Cornerstone Wealth Management LLC41,823$1.82M0.1%+6.3%0.002%
4/19/2024Kovack Advisors Inc.59,858$2.61M0.3%+15.8%0.003%
4/19/2024Financial Sense Advisors Inc.47,990$2.09M0.7%-2.7%0.003%
4/19/2024Westside Investment Management Inc.3,650$159K0.0%-14.1%0.000%
4/19/2024Norden Group LLC200,512$8.75M0.1%N/A0.012%
4/19/2024Community Bank & Trust Waco Texas71,414$3.12M0.8%+3.0%0.004%
4/19/2024Valley National Advisers Inc.116,693$5.09M0.8%-6.4%0.007%
4/19/2024BluePath Capital Management LLC16,113$703K0.5%+12.0%0.001%
4/19/2024Redmont Wealth Advisors LLC1,524$66K0.1%N/A0.000%
4/19/2024State of Alaska Department of Revenue328,988$14.35M0.2%-2.6%0.019%
4/19/2024Albion Financial Group UT2,767$121K0.0%+49.1%0.000%
4/19/2024Valeo Financial Advisors LLC47,266$2.06M0.0%+11.0%0.003%
4/19/2024WFA Asset Management Corp19,830$865K0.5%+21.6%0.001%
4/19/2024Sivia Capital Partners LLC5,236$228K0.2%N/A0.000%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.3,754,522$163.77M0.1%+1.5%0.219%
4/18/2024Plimoth Trust Co. LLC16,170$705K0.2%-3.9%0.001%
4/18/2024Silverlake Wealth Management LLC24,107$1.05M0.5%+10.6%0.001%
4/18/2024SeaCrest Wealth Management LLC48,283$2.11M0.3%-12.7%0.003%
4/18/2024Compton Financial Group LLC5,294$231K0.1%-13.0%0.000%
4/18/2024Financial Security Advisor Inc.86,789$3.79M1.3%+6.7%0.005%
4/18/2024State of Michigan Retirement System540,410$23.57M0.1%-0.2%0.031%
4/18/2024MV Capital Management Inc.6,549$286K0.0%+8.6%0.000%
4/18/2024Applied Capital LLC FL27,505$1.20M1.0%+2.3%0.002%
4/18/2024Woodmont Investment Counsel LLC4,866$212K0.0%N/A0.000%
4/18/2024Synergy Asset Management LLC76,670$3.34M0.6%-33.1%0.004%
4/18/2024Farmers & Merchants Investments Inc.12,106$528K0.0%-4.1%0.001%
4/18/2024Cullinan Associates Inc.32,377$1.41M0.1%-13.5%0.002%
4/18/2024Allspring Global Investments Holdings LLC1,138,867$49.68M0.1%-25.3%0.066%
4/18/2024Oak Thistle LLC13,531$590K0.5%-78.8%0.001%
4/18/2024Hexagon Capital Partners LLC19,655$857K0.2%+26.7%0.001%
4/18/2024Claro Advisors LLC6,178$270K0.0%+7.7%0.000%
4/18/2024Kowal Investment Group LLC30,349$1.32M0.3%+13.5%0.002%
4/18/2024BKM Wealth Management LLC3,384$148K0.1%+111.2%0.000%
4/18/2024Diversified Trust Co15,720$686K0.0%-2.6%0.001%
4/18/2024Aviance Capital Partners LLC38,896$1.70M0.3%+3.7%0.002%
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4/18/2024Chapin Davis Inc.18,034$787K0.3%+2.6%0.001%
4/18/2024Successful Portfolios LLC9,522$415K0.3%-11.4%0.001%
4/18/2024LVW Advisors LLC55,816$2.44M0.4%+22.9%0.003%
4/18/2024Citizens Business Bank7,285$318K0.1%N/A0.000%
4/18/2024SteelPeak Wealth LLC37,514$1.67M0.1%+47.1%0.002%
4/18/2024Financial Partners Group LLC62,482$2.73M1.1%+1.9%0.004%
4/18/2024Seneca House Advisors142,379$6.21M2.7%-3.1%0.008%
4/17/2024Deltec Asset Management LLC46,650$2.04M0.4%-8.8%0.003%
4/17/2024Stephens Consulting LLC8,366$365K0.1%-8.1%0.000%
4/17/2024Red Door Wealth Management LLC15,490$676K0.1%+11.8%0.001%
(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, 2,091 institutional investors and hedge funds held shares of Altria Group. The most heavily invested institutionals were Aspire Private Capital LLC ($137.25B), Vanguard Group Inc. ($6.44B), BlackRock Inc. ($5.39B), State Street Corp ($3.26B), Capital World Investors ($2.86B), Charles Schwab Investment Management Inc. ($1.77B), and Geode Capital Management LLC ($1.67B).Learn more on MO's institutional investors.

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

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

Which institutional investors have been buying Altria Group stock?

Of the 1,795 institutional investors that purchased Altria Group 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 ($9.13M), Capital World Investors ($7.55M), Pacer Advisors Inc. ($7.44M), Charles Schwab Investment Management Inc. ($5.94M), Renaissance Technologies LLC ($5.38M), and Assenagon Asset Management S.A. ($4.80M).

How much institutional buying is happening at Altria Group?

Institutional investors have bought a total of 1,272,944,070 shares in the last 24 months. This purchase volume represents approximately $57.49B in transactions.

Which Altria Group major shareholders have been selling company stock?

Of the 1,385 institutional investors that sold Altria Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($27.70M), Capital World Investors ($17.84M), BlackRock Inc. ($14.80M), GQG Partners LLC ($12.08M), Capital International Investors ($8.75M), Deutsche Bank AG ($6.17M), and Renaissance Technologies LLC ($5.91M).

How much institutional selling is happening at Altria Group?

Institutional investors have sold a total of 219,233,569 shares in the last 24 months. This volume of shares sold represents approximately $9.45B in transactions.


This page (NYSE:MO) was last updated on 4/24/2024 by MarketBeat.com Staff

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