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Altria Group (MO) Institutional Ownership

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$73.05 +1.49 (+2.08%)
Closing price 03:59 PM Eastern
Extended Trading
$73.50 +0.45 (+0.61%)
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.
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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)
1639
Total
Institutional Inflows
(last 12 months)
$10.04B
Number of
Institutional Sellers
(last 12 months)
1097
Total
Institutional Outflows
(last 12 months)
$4.26B
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MO Institutional Buying and Selling by Quarter

Altria Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026Columbus Macro LLC143,420$9.66M0.9%+1.0%0.009%
10/14/2026Orca Wealth Management LLC10,584$713K0.4%+165.1%0.001%
10/14/2026Triumph Capital Management4,170$281K0.0%+4.4%0.000%
10/14/2026Sanders Morris Harris LLC69,438$4.76M0.6%+19.8%0.004%
10/14/2026Lodestone Wealth Management LLC1,563$105K0.0%-23.5%0.000%
10/14/2026Three Magnolias Financial Advisors LLC8,650$582K0.3%+68.0%0.001%
10/14/2026N10 Wealth LLC5,961$401K0.1%N/A0.000%
10/14/2026Firethorn Wealth Partners LLC5,922$399K0.1%-20.0%0.000%
10/14/2026First Citizens Bank & Trust Co.321,708$21.66M0.3%-16.8%0.019%
10/14/2026Focus Financial Network Inc.33,922$2.28M0.1%+11.3%0.002%
10/14/2026KMG Fiduciary Partners LLC22,830$1.54M0.1%-1.9%0.001%
10/14/2026Salem Investment Counselors Inc.25,983$1.78M0.0%+2.5%0.002%
10/14/2026Signal Advisors Wealth LLC14,376$968K0.0%+39.2%0.001%
10/14/2026B. Riley Wealth Advisors Inc.29,108$1.96M0.1%+54.6%0.002%
10/14/2026Krilogy Financial LLC65,764$4.71M0.1%+1.0%0.004%
10/14/2026Edge Wealth Management LLC3,000$202K0.0%-6.3%0.000%
10/14/2026Affinity Capital Advisors LLC10,062$721K0.1%+18.3%0.001%
10/13/2026Mechanics Bank Trust Department29,547$1.99M0.3%-8.6%0.002%
10/13/2026Forvis Mazars Wealth Advisors LLC22,718$1.53M0.0%+1.2%0.001%
10/13/2026Courier Capital LLC20,300$1.37M0.3%+38.8%0.001%
10/13/2026Salvus Wealth Management LLC17,880$1.20M0.6%+8.7%0.001%
10/13/2026Cascade Investment Group Inc.25,247$1.70M1.0%-1.2%0.002%
10/13/2026First County Bank CT5,755$388K0.2%+4.8%0.000%
10/13/2026McGlone Suttner Wealth Management Inc.8,691$585K0.1%+2.7%0.001%
10/13/2026Steel Grove Capital Advisors LLC30,685$2.07M0.1%+7.9%0.002%
10/13/2026Sax Wealth Advisors LLC9,141$616K0.0%+22.8%0.001%
10/13/2026Fragasso Financial Advisors Inc7,868$564K0.0%-2.4%0.000%
10/13/2026Fermata Advisors LLC2,972$200K0.0%N/A0.000%
10/13/2026NorthCrest Asset Manangement LLC22,340$1.60M0.0%+201.4%0.001%
10/13/2026Avior Wealth Management LLC7,657$516K0.0%+5.5%0.000%
10/13/2026Baldwin Wealth Partners LLC MA33,677$2.27M0.2%-4.1%0.002%
10/13/2026Perpetual Ltd18,516$1.25M0.0%+21.6%0.001%
10/10/2026HF Advisory Group LLC45,453$3.06M0.7%+5.8%0.003%
10/10/2026RTD Financial Advisors Inc.2,981$201K0.0%N/A0.000%
10/10/2026Taylor & Morgan Wealth Management LLC12,953$872K0.5%+1.5%0.001%
10/10/2026Wealth Science Advisors LLC6,738$454K0.2%-3.9%0.000%
10/10/2026Davidson Trust Co.7,909$533K0.2%-38.6%0.000%
10/9/2026Stokes Capital Advisors LLC4,874$328K0.1%+26.6%0.000%
10/9/2026Capital Advisors Wealth Management LLC13,993$942K0.1%+1.1%0.001%
10/9/2026Sound Income Strategies LLC6,697$478K0.0%-18.8%0.000%
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10/9/2026GK Wealth Management LLC638$43K0.0%N/A0.000%
10/9/2026Balefire LLC6,335$427K0.1%-8.0%0.000%
10/9/2026Castle Rock Wealth Management LLC9,771$670K0.1%-3.1%0.001%
10/9/2026Bullock Wealth Management Group2,611$175K0.1%-19.2%0.000%
10/9/2026Avaii Wealth Management LLC9,657$650K0.2%-3.0%0.001%
10/9/2026Riversedge Advisors LLC4,252$286K0.0%N/A0.000%
10/9/2026Wedmont Private Capital27,207$1.94M0.0%+18.5%0.002%
10/9/2026Intelligence Driven Advisers LLC5,877$396K0.1%-23.5%0.000%
10/9/2026ACT Wealth Management LLC5,486$369K0.1%+3.4%0.000%
10/9/2026Monument Capital Management10,871$732K0.2%+13.0%0.001%
10/9/2026Diversified Management Inc.8,758$590K0.1%+15.2%0.001%
10/9/2026Acropolis Investment Management LLC4,893$329K0.0%+4.5%0.000%
10/9/2026First Heartland Consultants Inc.6,645$447K0.0%+56.8%0.000%
10/9/2026GAMMA Investing LLC65,023$4.38M0.1%+5.0%0.004%
10/9/2026Allen Mooney & Barnes Investment Advisors LLC178,134$12.00M1.8%-0.6%0.011%
10/8/2026Invariant Investment Management21,896$1.48M0.9%+15.4%0.001%
10/8/2026Farther Finance Advisors LLC143,368$9.65M0.1%+17.8%0.009%
10/8/2026Meadowbrook Wealth Management LLC25,583$1.72M1.8%N/A0.002%
10/8/2026Sapient Capital LLC44,166$3.02M0.0%-7.5%0.003%
10/8/2026Westwind Capital25,701$1.73M0.4%+3.6%0.002%
10/8/2026CoreCap Advisors LLC124,155$8.36M0.2%+8.9%0.007%
10/8/2026Artemis Investment Management LLP223,926$15.08M0.1%-2.2%0.013%
10/8/2026Titleist Asset Management LLC11,119$749K0.0%+9.6%0.001%
10/8/2026Apella Capital LLC35,481$2.46M0.0%+24.9%0.002%
10/8/2026Everhart Financial Group Inc.8,121$547K0.0%+5.9%0.000%
10/8/2026Gradient Investments LLC257,036$17.31M0.2%+9.4%0.015%
10/8/2026Avidian Wealth Enterprises LLC18,380$1.24M0.0%-18.5%0.001%
10/8/2026Valeo Financial Advisors LLC26,221$1.77M0.0%-4.9%0.002%
10/8/2026Kaydan Wealth Management Inc.3,545$239K0.1%+6.1%0.000%
10/8/2026Whalen Wealth Management Inc.6,647$448K0.2%+35.8%0.000%
10/8/2026Alkeme Wealth LLC20,140$1.36M0.5%-2.1%0.001%
10/8/2026Winebrenner Capital Management LLC7,871$530K0.3%+14.6%0.000%
10/8/2026Applied Capital LLC FL28,221$1.90M0.7%+1.4%0.002%
10/7/2026Venture Visionary Partners LLC123,638$8.33M0.2%+6.5%0.007%
10/7/2026Cooper Financial Group3,544$239K0.0%+5.2%0.000%
10/7/2026Wealth Enhancement Trust Services Inc.1,696$114K0.0%-62.6%0.000%
10/7/2026Benedict Financial Advisors Inc.215,038$14.48M2.7%-0.2%0.013%
10/7/2026MRA Advisory Group8,390$565K0.2%-71.3%0.001%
10/7/2026Kwmg LLC130,289$8.77M0.6%+1.5%0.008%
10/7/2026American National Bank & Trust13,856$933K0.1%-1.8%0.001%
10/7/2026Worth Asset Management LLC6,866$462K0.1%+94.8%0.000%
10/7/2026Crumly & Associates Inc.3,779$254K0.0%+10.8%0.000%
10/6/2026Bangor Savings Bank5,275$355K0.0%-24.0%0.000%
10/6/2026Moody National Bank Trust Division19,571$1.32M0.1%+7.0%0.001%
10/6/2026Legacy Private Trust Co.30,613$2.06M0.1%+6.8%0.002%
10/6/2026Central Pacific Bank Trust Division35,786$2.41M0.3%-11.0%0.002%
10/5/2026Acima Private Wealth LLC3,272$220K0.1%-6.5%0.000%
10/5/2026Kennon Green & Company LLC108,443$7.30M5.8%-6.7%0.006%
10/5/2026Ferguson Wellman Capital Management Inc.21,128$1.42M0.0%+4.9%0.001%
10/5/2026Adelphi Trust Co3,149$212K0.1%+9.8%0.000%
Why major institutions are piling into this digital asset now (Ad)

BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one that gets burned with every transaction on what analysts are calling America's new financial grid. The Nasdaq has received SEC approval to move stocks onto blockchain rails, and BlackRock CEO Larry Fink dedicated his entire 2026 annual letter to this infrastructure shift. Blockchain analyst Andy Howard is calling this asset 'Digital Oil' - and says institutional buyers are already positioned.tc pixel

Get the name, the ticker, and exactly how to buy it
10/5/2026Eastern Bank13,904$936K0.0%+6.7%0.001%
10/5/2026MassMutual Private Wealth & Trust FSB87,794$5.91M0.2%-0.5%0.005%
10/2/2026 Polaris Financial Partners2,111$144K0.1%N/A0.000%
10/2/2026 CX Institutional47,080$3.17M0.1%+16.3%0.003%
10/2/2026 GoalVest Advisory LLC21,722$1.46M0.1%+2.1%0.001%
10/2/2026 Private Client Services LLC8,234$554K0.2%+6.5%0.000%
10/2/2026 Versant Capital Management Inc9,073$611K0.1%+6.1%0.001%
10/1/2026 First Financial Bank Trust Division5,286$356K0.0%-7.0%0.000%
10/1/2026 Doliver Advisors LP33,568$2.26M0.5%-3.8%0.002%
10/1/2026 Stonebridge Financial Group LLC12,477$840K0.1%+2.2%0.001%


MO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,639 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 ($5.12B), 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 2,288 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 149,965,321 shares in the last 24 months. This purchase volume represents approximately $10.04B in transactions.

Of the 1,090 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), State Street Corp ($2.28M), Bank of Nova Scotia ($2.05M), and Mackenzie Financial Corp ($1.73M).

Institutional investors have sold a total of 66,691,940 shares in the last 24 months. This volume of shares sold represents approximately $4.26B in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
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