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Altria Group (MO) Institutional Ownership

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$70.26 -2.53 (-3.47%)
Closing price 03:59 PM Eastern
Extended Trading
$70.22 -0.04 (-0.06%)
As of 04:52 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)
1737
Total
Institutional Inflows
(last 12 months)
$8.71B
Number of
Institutional Sellers
(last 12 months)
1247
Total
Institutional Outflows
(last 12 months)
$4.95B
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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
5/6/2026PeakShares LLC16,442$1.09M1.0%N/A0.001%
5/6/2026Paradigm Capital Management LLC NV31,412$2.07M1.9%+4.8%0.002%
5/6/2026Main Street Group LTD10,840$715K0.2%+4.7%0.001%
5/6/2026Angeles Wealth Management LLC11,093$744K0.0%+12.8%0.001%
5/6/2026AXS Investments LLC1,168$77K0.0%-31.9%0.000%
5/6/2026Bessemer Group Inc.41,728$2.75M0.0%+15.1%0.002%
5/6/2026Gerald Baker Financial Group LLC45,893$3.03M1.0%N/A0.003%
5/6/2026SteelPeak Wealth LLC41,919$2.81M0.1%-17.9%0.003%
5/6/2026Allspring Global Investments Holdings LLC379,527$24.85M0.0%+6.0%0.023%
5/6/2026Frisch Financial Group Inc.8,754$586K0.1%+18.8%0.001%
5/6/2026Independent Financial Group LLC37,733$2.49M0.1%N/A0.002%
5/6/2026Prosperity Consulting Group LLC17,536$1.16M0.1%-25.9%0.001%
5/5/2026Wealthfront Advisers LLC310,052$20.46M0.0%+6.0%0.019%
5/5/2026D.A. Davidson & CO.364,763$24.07M0.1%+8.0%0.022%
5/5/2026Bank of New York Mellon Corp12,929,142$853.19M0.2%+1.0%0.774%
5/5/2026Illinois Municipal Retirement Fund662,925$43.75M0.6%-0.8%0.040%
5/5/2026Three Seasons Wealth LLC21,181$1.42M0.5%+54.1%0.001%
5/5/2026Gentry Private Wealth LLC5,697$376K0.2%-10.2%0.000%
5/5/2026Journey Advisory Group LLC5,087$336K0.0%-23.9%0.000%
5/5/2026Geneos Wealth Management Inc.45,985$3.04M0.1%+6.9%0.003%
5/5/2026Harel Insurance Investments & Financial Services Ltd.2,903$192K0.0%-49.8%0.000%
5/5/2026NFSG Corp58,828$3.88M0.6%+121.4%0.004%
5/5/2026Northstar Financial Companies Inc.9,613$634K0.5%-9.1%0.001%
5/5/2026SouthState Bank Corp34,617$2.28M0.1%-0.4%0.002%
5/5/2026Opinicus Capital Inc.3,359$222K0.2%N/A0.000%
5/5/2026Sanctuary Advisors LLC566,366$37.37M0.2%+1.7%0.034%
5/5/2026 Ellerson Group Inc. ADV3,395$224K0.1%N/A0.000%
5/5/2026 Sigma Planning Corp68,988$4.55M0.1%+16.8%0.004%
5/5/2026 Members Trust Co3,163$209K0.0%-13.7%0.000%
5/5/2026 Checchi Capital Advisers LLC16,137$1.07M0.1%+7.5%0.001%
5/5/2026 CFO Capital Management LLC4,883$327K0.2%-9.5%0.000%
5/5/2026 Hillsdale Investment Management Inc.1,580$104K0.0%+21.5%0.000%
5/5/2026 Avantax Planning Partners Inc.105,325$6.95M0.2%-10.0%0.006%
5/4/2026 Calamos Wealth Management LLC14,072$929K0.0%-12.4%0.001%
5/4/2026 Calamos Advisors LLC72,822$4.81M0.0%+24.0%0.004%
5/4/2026 AMG National Trust Bank6,291$415K0.0%+39.5%0.000%
5/4/2026 Retirement Planning Group LLC23,037$1.52M0.0%+13.9%0.001%
5/4/2026 Evernest Financial Advisors LLC15,363$1.01M0.2%+1.7%0.001%
5/4/2026 Blake Schutter Theil Wealth Advisors LLC6,645$439K0.4%-9.4%0.000%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management359,259$23.71M0.4%+4.2%0.022%
5/4/2026 Bryn Mawr Trust Advisors LLC31,403$2.07M0.1%-9.6%0.002%
5/4/2026 Bleakley Financial Group LLC74,722$4.93M0.1%+3.0%0.004%
5/4/2026 Archer Investment Corp4,938$326K0.1%-6.6%0.000%
5/4/2026 Birinyi Associates Inc.3,212$212K0.1%N/A0.000%
5/4/2026 HBW Advisory Services LLC45,506$3.00M0.3%-3.5%0.003%
5/4/2026 State of Michigan Retirement System438,542$28.94M0.2%-0.2%0.026%
5/4/2026 Principal Financial Group Inc.1,952,375$128.84M0.1%+2.1%0.117%
5/4/2026 Citizens National Bank Trust Department67,876$4.48M0.7%+1.5%0.004%
5/4/2026 Kellett Wealth Advisors LLC4,240$280K0.2%+4.4%0.000%
5/4/2026 Lifeworks Advisors LLC137,796$9.09M1.2%-1.9%0.008%
5/4/2026 Procyon Advisors LLC38,926$2.57M0.0%+59.3%0.002%
5/2/2026 Avion Wealth2,407$158K0.0%+8.3%0.000%
5/2/2026 LGT Fund Management Co Ltd.118,495$7.82M0.3%+101.0%0.007%
5/2/2026 Global Assets Advisory LLC1,496$99K0.0%N/A0.000%
5/2/2026 International Assets Investment Management LLC33,273$2.20M0.1%-56.0%0.002%
5/2/2026 Anchor Investment Management LLC11,188$738K0.1%-2.3%0.001%
5/2/2026 Associated Banc Corp46,095$3.04M0.1%+8.0%0.003%
5/2/2026 ARQ Wealth Advisors LLC3,560$235K0.0%N/A0.000%
5/2/2026 Diversify Wealth Management LLC91,168$6.22M0.1%+1,427.1%0.005%
5/2/2026 Valmark Advisers Inc.5,875$388K0.0%+21.3%0.000%
5/2/2026 Pittenger & Anderson Inc.8,836$583K0.0%+208.8%0.001%
5/2/2026 Gables Capital Management Inc.12,926$853K0.4%-3.7%0.001%
5/2/2026 Carnegie Investment Counsel52,971$3.50M0.1%-1.0%0.003%
5/2/2026 UNIVEST FINANCIAL Corp10,184$672K0.0%-1.6%0.001%
5/1/2026 Welch & Forbes LLC18,423$1.22M0.0%-7.0%0.001%
5/1/2026 Seneca House Advisors89,835$5.93M2.4%-17.7%0.005%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS391,034$25.80M0.1%+0.1%0.023%
5/1/2026 Ferguson Wellman Capital Management Inc.26,639$1.76M0.0%-4.8%0.002%
5/1/2026 Cullinan Associates Inc.12,600$831K0.1%-58.6%0.001%
5/1/2026 Capital Squared Financial LLC5,820$384K0.3%-7.5%0.000%
5/1/2026 Citizens Financial Group Inc. RI30,183$1.99M0.0%-12.4%0.002%
5/1/2026 Midwest Trust Co24,607$1.62M0.0%+15.7%0.001%
5/1/2026 Fifth Third Bancorp654,966$43.22M0.1%+715.5%0.039%
5/1/2026 Sovran Advisors LLC3,067$223K0.0%N/A0.000%
5/1/2026 Simplicity Wealth LLC40,618$2.68M0.2%-3.5%0.002%
5/1/2026 Conning Inc.409,157$27M0.9%-0.7%0.024%
5/1/2026 Sequoia Financial Advisors LLC130,297$8.60M0.0%+9.6%0.008%
5/1/2026 Independence Bank of Kentucky30,848$2.04M0.3%-0.5%0.002%
5/1/2026 Relyea Zuckerberg Hanson LLC4,460$294K0.0%-40.3%0.000%
5/1/2026 Walled Lake Planning & Wealth Management LLC113,857$7.51M2.2%+1.8%0.007%
5/1/2026 Cedar Mountain Advisors LLC671$44K0.0%+93.4%0.000%
5/1/2026 Manning & Napier Advisors LLC4,978$334K0.0%+43.7%0.000%
4/30/2026 Costello Asset Management INC2,033$134K0.0%+15.2%0.000%
4/30/2026 Equitable Trust Co.9,012$595K0.0%-33.2%0.001%
4/30/2026 Whipplewood Advisors LLC4,569$302K0.2%+49.8%0.000%
4/30/2026 Winch Advisory Services LLC1,988$131K0.0%-8.4%0.000%
4/30/2026 Summit Securities Group LLC376$25K0.0%-95.5%0.000%
4/30/2026 Elevated Capital Advisors LLC12,186$804K0.2%+7.6%0.001%
4/30/2026 Accredited Investors Inc.8,585$567K0.0%+6.3%0.001%
4/30/2026 Roman Butler Fullerton & Co.10,929$730K0.2%+12.8%0.001%
4/30/2026 Range Financial Group LLC60,176$3.97M1.3%+3.6%0.004%
4/30/2026 Waterfront Wealth Inc.3,166$209K0.0%N/A0.000%
4/30/2026 First National Bank & Trust Co. of Newtown9,435$623K0.1%-29.3%0.001%
4/30/2026 Griffin Asset Management Inc.29,014$1.92M0.2%+2.0%0.002%
4/30/2026 Beacon Financial Group30,124$1.99M0.2%-58.6%0.002%
4/30/2026 Forza Wealth Management LLC6,494$429K0.1%+7.1%0.000%
4/30/2026 Mosaic Family Wealth Partners LLC14,712$971K0.1%+214.4%0.001%
4/30/2026 Stronghold Wealth Management L.L.C.3,278$216K0.3%N/A0.000%
4/30/2026 Kestra Advisory Services LLC574,447$37.91M0.1%+13.9%0.034%
4/30/2026 Money Concepts Capital Corp7,275$480K0.0%+23.9%0.000%


MO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MO shares?

During the previous two years, 2,590 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.

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 2,240 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), Raymond James Financial Inc. ($5.96M), State Street Corp ($5.94M), Vanguard Group Inc. ($5.23M), and Marshall Wace LLP ($4.38M).

How much institutional buying is happening at Altria Group?

Institutional investors have bought a total of 144,594,795 shares in the last 24 months. This purchase volume represents approximately $8.71B in transactions.

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

Of the 1,243 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 ($7.51M), JPMorgan Chase & Co. ($3.36M), BNP Paribas Financial Markets ($2.17M), Alliancebernstein L.P. ($2.03M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($1.86M), and Mackenzie Financial Corp ($1.74M).

How much institutional selling is happening at Altria Group?

Institutional investors have sold a total of 80,878,193 shares in the last 24 months. This volume of shares sold represents approximately $4.95B in transactions.



This page (NYSE:MO) was last updated on 5/6/2026 by MarketBeat.com Staff.
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