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Altria Group (MO) Institutional Ownership

Altria Group logo
$72.96 +0.88 (+1.22%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$72.94 -0.02 (-0.02%)
As of 07/24/2026 07:34 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)
1621
Total
Institutional Inflows
(last 12 months)
$5.88B
Number of
Institutional Sellers
(last 12 months)
1155
Total
Institutional Outflows
(last 12 months)
$4.97B
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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
7/10/2026 Regent Peak Wealth Advisors LLC3,905$281K0.1%+6.8%0.000%
7/10/2026 Wedge Capital Management L L P NC418,199$30.09M0.5%-8.1%0.025%
7/10/2026 Investors Research Corp2,975$214K0.0%-4.8%0.000%
7/10/2026 Annex Advisory Services LLC99,819$7.18M0.1%+82.8%0.006%
7/10/2026 Whitener Capital Management Inc.39,358$2.83M0.6%+1.6%0.002%
7/10/2026 Heck Capital Advisors LLC2,767$201K0.0%N/A0.000%
7/10/2026 Taylor & Morgan Wealth Management LLC12,757$918K0.5%-6.0%0.001%
7/10/2026 JFS Wealth Advisors LLC2,822$203K0.0%-14.0%0.000%
7/10/2026 Tema ETFs LLC30,004$2.16M0.1%+10.7%0.002%
7/10/2026 West Branch Capital LLC506$36K0.0%-44.2%0.000%
7/10/2026 Canvas Wealth Advisors LLC5,495$395K0.1%+7.2%0.000%
7/10/2026 Diversified Management Inc.7,603$547K0.1%-10.8%0.000%
7/10/2026 Generali Investments Management Co LLC7,934$571K0.1%-9.2%0.000%
7/10/2026 Charles Schwab Trust Co33,081$2.38M0.1%+444.0%0.002%
7/10/2026 Salvus Wealth Management LLC16,449$1.18M0.7%-1.6%0.001%
7/10/2026 Highland Financial Advisors LLC14,437$1.04M0.2%-5.2%0.001%
7/10/2026 Carolina Wealth Advisors LLC66,373$4.78M1.9%-0.4%0.004%
7/10/2026 KMG Fiduciary Partners LLC23,273$1.67M0.2%+65.2%0.001%
7/10/2026 Redhawk Wealth Advisors Inc.20,926$1.51M0.1%-7.6%0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,129$657K0.1%-3.0%0.001%
7/10/2026 Community Financial Services Group LLC2,137$153K0.0%+171.5%0.000%
7/10/2026 Fulton Bank N.A.35,500$2.55M0.1%+20.2%0.002%
7/10/2026 Wealthcare Advisory Partners LLC44,220$3.18M0.1%-21.2%0.003%
7/10/2026 Paladin Wealth LLC2,957$213K0.1%N/A0.000%
7/9/2026 Financial Management Professionals Inc.1,457$106K0.0%+15.9%0.000%
7/9/2026 First Bank & Trust21,165$1.52M0.2%+33.4%0.001%
7/9/2026 Revolve Wealth Partners LLC3,369$242K0.0%-6.0%0.000%
7/9/2026 Key Client Fiduciary Advisors LLC25,757$1.85M0.5%+7.2%0.002%
7/9/2026 Vista Investment Partners LLC11,365$818K0.2%-52.2%0.001%
7/9/2026 Centurion Wealth Management LLC4,332$312K0.1%-17.8%0.000%
7/9/2026 Franklin Street Advisors Inc. NC20,356$1.47M0.1%+7.5%0.001%
7/9/2026 Sapient Capital LLC47,764$3.48M0.0%+3.5%0.003%
7/9/2026 World Equity Group Inc.5,052$363K0.1%-8.9%0.000%
7/9/2026 Next Level Private LLC41,700$3M0.6%+0.6%0.002%
7/9/2026 Focus Financial Network Inc.30,480$2.19M0.1%+16.4%0.002%
7/9/2026 Allied Private Wealth LLC3,742$273K0.2%N/A0.000%
7/9/2026 Great Waters Wealth Management6,240$449K0.0%+14.7%0.000%
7/9/2026 Wealth Science Advisors LLC7,012$505K0.2%+259.8%0.000%
7/9/2026 Exchange Bank13,297$957K0.6%-1.8%0.001%
7/9/2026 HF Advisory Group LLC42,957$3.09M1.0%+3.6%0.003%
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7/9/2026 GoalVest Advisory LLC21,275$1.53M0.3%-1.6%0.001%
7/9/2026 Sax Wealth Advisors LLC7,444$491K0.0%+39.7%0.000%
7/9/2026 Everpar Advisors LLC7,602$547K0.2%+5.9%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.81,993$5.90M0.2%-12.0%0.005%
7/9/2026 Breakwater Capital Group6,812$490K0.1%+3.5%0.000%
7/9/2026 Affinity Capital Advisors LLC8,505$611K0.1%-2.7%0.001%
7/9/2026 Valeo Financial Advisors LLC27,560$1.98M0.0%-11.7%0.002%
7/9/2026 Crumly & Associates Inc.3,412$245K0.0%-5.8%0.000%
7/9/2026 Worth Asset Management LLC3,525$254K0.1%+9.4%0.000%
7/8/2026 MRA Advisory Group29,199$2.10M0.8%N/A0.002%
7/8/2026 Gradient Investments LLC234,911$16.90M0.2%+1.5%0.014%
7/8/2026 Rockland Trust Co.4,634$333K0.0%-4.5%0.000%
7/8/2026 Baring Financial LLC3,318$239K0.1%N/A0.000%
7/8/2026 Invariant Investment Management18,974$1.36M0.8%-1.6%0.001%
7/8/2026 Quantum Financial Advisors LLC2,958$213K0.0%N/A0.000%
7/8/2026 Chesley Taft & Associates LLC3,689$265K0.0%-63.4%0.000%
7/8/2026 Trust Point Inc.10,532$758K0.1%+60.4%0.001%
7/8/2026 Strategic Investment Solutions Inc. IL3,402$245K0.1%-6.6%0.000%
7/8/2026 Kwmg LLC128,378$9.24M0.7%+1.1%0.008%
7/8/2026 Community Trust & Investment Co.7,555$544K0.0%-12.5%0.000%
7/8/2026 Cooper Financial Group3,368$242K0.0%+10.2%0.000%
7/8/2026 Elmwood Wealth Management Inc.5,163$371K0.1%+9.4%0.000%
7/8/2026 Elevation Wealth Partners LLC802$58K0.0%+55.4%0.000%
7/8/2026 Czech National Bank475,315$34.20M0.2%+4.0%0.028%
7/8/2026 Assenagon Asset Management S.A.3,606,561$259.49M0.3%+3,691.2%0.216%
7/8/2026 55 North Private Wealth LLC2,891$208K0.0%N/A0.000%
7/8/2026 Evanson Financial LLC5,223$376K0.0%N/A0.000%
7/8/2026 Thrive Wealth Management LLC4,475$322K0.0%+7.2%0.000%
7/8/2026 Sanders Morris Harris LLC57,955$4.17M2.4%-15.8%0.003%
7/7/2026 Foster Group Inc.12,248$881K0.0%+1.6%0.001%
7/7/2026 Mechanics Bank Trust Department32,344$2.33M0.3%-2.1%0.002%
7/7/2026 Mirador Capital Partners LP4,625$333K0.0%+5.0%0.000%
7/7/2026 Balefire LLC6,886$495K0.1%-4.2%0.000%
7/7/2026 Dynamic Advisor Solutions LLC62,892$4.53M0.1%-0.2%0.004%
7/7/2026 Baron Wealth Management LLC12,924$930K0.2%+13.3%0.001%
7/7/2026 GAMMA Investing LLC61,938$4.46M0.2%+6.5%0.004%
7/7/2026 Grant Private Wealth Management Inc9,744$701K0.3%+32.4%0.001%
7/7/2026 Greenfield Savings Bank10,760$774K0.3%-1.6%0.001%
7/7/2026 Central Pacific Bank Trust Division40,219$2.89M0.3%+0.9%0.002%
7/7/2026 Canandaigua National Bank & Trust Co.6,669$480K0.0%N/A0.000%
7/7/2026 CoreCap Advisors LLC113,973$8.20M0.2%+4.0%0.007%
7/7/2026 Pacific Excel Wealth Advisors Inc.9,867$710K0.3%N/A0.001%
7/7/2026 Howard Financial Services LTD.8,895$640K0.1%-5.8%0.001%
7/6/2026 Bangor Savings Bank6,944$500K0.0%-31.3%0.000%
7/6/2026 Somerset Trust Co5,948$428K0.1%-5.3%0.000%
7/6/2026 Dogwood Wealth Management LLC1,966$141K0.1%-7.4%0.000%
7/6/2026 Trilogy Capital Inc.7,658$551K0.0%-7.9%0.000%
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%
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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%
6/22/2026 Sapient 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%
6/9/2026 Rathbones Group PLC91,111$6.01M0.0%-0.6%0.005%


MO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,581 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 2,225 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), Assenagon Asset Management S.A. ($6.52M), Raymond James Financial Inc. ($5.96M), State Street Corp ($5.94M), and Vanguard Group Inc. ($5.01M).

Institutional investors have bought a total of 96,483,151 shares in the last 24 months. This purchase volume represents approximately $5.88B in transactions.

Of the 1,155 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 80,243,585 shares in the last 24 months. This volume of shares sold represents approximately $4.97B in transactions.


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This page (NYSE:MO) was last updated on 7/26/2026 by MarketBeat.com Staff.
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