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Altria Group (MO) Institutional Ownership

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$57.96 -0.90 (-1.52%)
Closing price 03:59 PM Eastern
Extended Trading
$58.00 +0.04 (+0.06%)
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 Polygon.io. 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)
1499
Total
Institutional Inflows
(last 12 months)
$6.63B
Number of
Institutional Sellers
(last 12 months)
1050
Total
Institutional Outflows
(last 12 months)
$2.88B
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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
7/17/2025Trivium Point Advisory LLC41,305$2.42M0.3%-4.2%0.002%
7/17/2025C2C Wealth Management LLC4,204$246K0.2%-54.6%0.000%
7/17/2025Bluesphere Advisors LLC6,975$409K0.2%+60.6%0.000%
7/17/2025Park Place Capital Corp657$38K0.0%-74.1%0.000%
7/17/2025Alliance Wealth Advisors LLC6,117$359K0.2%-17.8%0.000%
7/17/2025Greenleaf Trust33,358$1.96M0.0%-21.9%0.002%
7/17/2025BFI Infinity Ltd.3,843$225K0.2%+10.8%0.000%
7/17/2025XML Financial LLC14,405$845K0.1%-61.1%0.001%
7/17/2025 Capital Investment Advisors LLC621,943$36.47M0.7%+2.5%0.037%
7/17/2025Centennial Wealth Advisory LLC18,484$1.08M0.3%-13.8%0.001%
7/17/2025Raleigh Capital Management Inc.5,204$305K0.1%-3.6%0.000%
7/17/2025HB Wealth Management LLC98,825$5.79M0.0%-6.3%0.006%
7/17/2025Kavar Capital Partners Group LLC32,535$1.91M0.3%+1.9%0.002%
7/17/2025Janney Montgomery Scott LLC914,696$53.63M0.1%-1.7%0.054%
7/17/2025Venture Visionary Partners LLC103,897$6.09M0.2%-6.5%0.006%
7/17/2025Smith Anglin Financial LLC9,097$533K0.0%-17.3%0.001%
7/17/2025Oakworth Capital Inc.10,079$591K0.0%-4.3%0.001%
7/17/2025Baron Silver Stevens Financial Advisors LLC7,924$465K0.1%+17.2%0.000%
7/17/2025Wolff Wiese Magana LLC1,263$74K0.0%+56.1%0.000%
7/17/2025Archford Capital Strategies LLC116,956$6.86M0.9%+49.4%0.007%
7/17/2025FARMERS & MERCHANTS TRUST Co OF LONG BEACH10,492$615K0.1%+3.7%0.001%
7/17/2025Moss Adams Wealth Advisors LLC4,827$288K0.0%+27.7%0.000%
7/17/2025GC Wealth Management RIA LLC6,987$410K0.0%N/A0.000%
7/17/2025ERn Financial LLC4,456$261K0.1%-36.6%0.000%
7/17/2025Alpine Bank Wealth Management4,556$267K0.0%-14.9%0.000%
7/17/2025Albion Financial Group UT1,661$97K0.0%-14.2%0.000%
7/17/2025V Square Quantitative Management LLC12,237$717K0.1%-26.4%0.001%
7/17/2025Sound Income Strategies LLC7,806$458K0.0%+52.8%0.000%
7/17/2025Vermillion Wealth Management Inc.1,813$106K0.1%+27.6%0.000%
7/17/2025Investment Research & Advisory Group Inc.2,172$127K0.0%-35.5%0.000%
7/17/2025Global Trust Asset Management LLC1,214$71K0.0%-64.4%0.000%
7/17/2025Walker Asset Management LLC12,677$743K0.4%-4.5%0.001%
7/17/2025Lazari Capital Management Inc.18,407$1.08M0.4%-2.1%0.001%
7/17/2025City Holding Co.2,180$128K0.0%-19.6%0.000%
7/17/2025Wagner Wealth Management LLC16,513$968K0.2%+7.1%0.001%
7/17/2025San Luis Wealth Advisors LLC11,429$670K0.1%-10.1%0.001%
7/17/2025Beacon Capital Management LLC6,588$386K0.1%+30.8%0.000%
7/17/2025Tritonpoint Wealth LLC5,246$313K0.0%+21.8%0.000%
7/17/2025Sonora Investment Management Group LLC20,305$1.19M0.1%+4.8%0.001%
7/17/2025Financial Partners Group LLC43,512$2.55M0.9%-2.2%0.003%
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7/17/2025Avior Wealth Management LLC10,741$630K0.0%+9.6%0.001%
7/17/2025Charles Schwab Trust Co6,256$367K0.0%-20.9%0.000%
7/17/2025LVW Advisors LLC77,161$4.52M0.5%+7.3%0.005%
7/16/2025 West Branch Capital LLC906$53K0.0%-24.9%0.000%
7/16/2025 Valicenti Advisory Services Inc.21,333$1.25M0.3%-2.7%0.001%
7/16/2025 Signaturefd LLC36,255$2.13M0.0%+7.1%0.002%
7/16/2025 ORG Partners LLC25,251$1.47M0.3%+36.9%0.001%
7/16/2025 Kendall Capital Management11,982$703K0.2%-3.2%0.001%
7/16/2025 Augustine Asset Management Inc.6,495$381K0.1%-2.9%0.000%
7/16/2025 1834 Investment Advisors Co.134,801$7.90M1.0%-3.2%0.008%
7/16/2025 State of Alaska Department of Revenue308,878$18.11M0.2%-3.0%0.018%
7/16/2025 One Plus One Wealth Management LLC10,169$596K0.3%N/A0.001%
7/16/2025 Patton Fund Management Inc.50,751$2.98M2.1%N/A0.003%
7/16/2025 Kathmere Capital Management LLC52,404$3.07M0.2%+13.2%0.003%
7/16/2025 ST Germain D J Co. Inc.5,094$299K0.0%+25.8%0.000%
7/16/2025 Swisher Financial Concepts Inc.10,025$588K0.4%N/A0.001%
7/16/2025 FCG Investment Co21,091$1.24M0.6%N/A0.001%
7/16/2025 Strategic Investment Solutions Inc. IL4,061$238K0.1%-4.4%0.000%
7/16/2025 Patron Partners LLC14,155$830K0.4%+15.9%0.001%
7/16/2025 LS Investment Advisors LLC13,085$767K0.1%+33.3%0.001%
7/16/2025 TCI Wealth Advisors Inc.9,457$554K0.0%+2.1%0.001%
7/16/2025 Legend Financial Advisors Inc.1,000$59K0.0%N/A0.000%
7/16/2025 Owen LaRue LLC11,770$690K0.3%N/A0.001%
7/16/2025 Phil A. Younker & Associates Ltd.16,432$963K0.9%+1.6%0.001%
7/16/2025 American National Bank & Trust16,656$977K0.1%+157.0%0.001%
7/16/2025 Hartford Investment Management Co.101,880$5.97M0.2%-1.6%0.006%
7/16/2025 Meyer Handelman Co.90,225$5.29M0.2%+0.8%0.005%
7/16/2025 Register Financial Advisors LLC5,705$335K0.1%-21.7%0.000%
7/16/2025 Fortune Financial Advisors LLC42,900$2.52M2.0%+0.6%0.003%
7/16/2025 Dakota Wealth Management15,432$905K0.0%+19.6%0.001%
7/16/2025 Perigon Wealth Management LLC53,682$3.15M0.1%+4.7%0.003%
7/16/2025 Octavia Wealth Advisors LLC101,997$6.08M0.7%-11.2%0.006%
7/16/2025 Magnus Financial Group LLC5,978$350K0.0%-20.1%0.000%
7/16/2025 TigerOak Management L.L.C.13,005$762K0.3%+43.0%0.001%
7/16/2025 Plancorp LLC8,964$526K0.0%+2.3%0.001%
7/16/2025 Sylvest Advisors LLC11,380$667K0.4%-14.4%0.001%
7/16/2025 Exeter Financial LLC22,246$1.30M0.6%+1.2%0.001%
7/15/2025 Retirement Guys Formula LLC22,218$1.30M0.5%+1.4%0.001%
7/15/2025 Jeppson Wealth Management LLC4,385$257K0.1%-4.4%0.000%
7/15/2025 Avaii Wealth Management LLC9,654$566K0.3%-3.3%0.001%
7/15/2025 McAdam LLC4,824$283K0.0%+30.6%0.000%
7/15/2025 Xcel Wealth Management LLC7,468$438K0.1%+59.4%0.000%
7/15/2025 Well Done LLC6,164$361K0.1%+7.0%0.000%
7/15/2025 North Star Investment Management Corp.14,083$826K0.1%-18.9%0.001%
7/15/2025 Wealth Effects LLC9,403$551K0.2%-6.2%0.001%
7/15/2025 TD Private Client Wealth LLC8,281$486K0.0%+22.7%0.000%
7/15/2025 Carr Financial Group Corp4,110$241K0.1%N/A0.000%
7/15/2025 Public Employees Retirement System of Ohio732,064$42.92M0.1%-0.6%0.043%
7/15/2025 Lynch & Associates IN31,018$1.82M0.4%+2.9%0.002%
7/15/2025 Ballentine Partners LLC20,327$1.19M0.0%+4.2%0.001%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
7/15/2025 Cigna Investments Inc. New16,616$975K0.2%-2.8%0.001%
7/15/2025 BCS Wealth Management3,480$204K0.0%N/A0.000%
7/15/2025 Norden Group LLC107,519$6.30M0.7%+329.7%0.006%
7/15/2025 Accurate Wealth Management LLC60,744$3.56M0.5%-7.0%0.004%
7/15/2025 Maseco LLP1,887$111K0.0%N/A0.000%
7/15/2025 Main Street Group LTD10,132$594K0.2%-9.2%0.001%
7/15/2025 Fifth Third Bancorp78,785$4.62M0.0%+0.6%0.005%
7/15/2025 Focused Wealth Management Inc30,694$1.80M0.2%-0.9%0.002%
7/15/2025 Kwmg LLC123,529$7.24M0.7%-1.3%0.007%
7/15/2025 Fortitude Family Office LLC4,880$286K0.1%-6.6%0.000%
(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, 2,336 institutional investors and hedge funds held shares of Altria Group. The most heavily invested institutionals were Vanguard Group Inc. ($9.49B), BlackRock Inc. ($5.39B), State Street Corp ($3.82B), Charles Schwab Investment Management Inc. ($3.80B), Capital World Investors ($3.27B), Geode Capital Management LLC ($2.19B), and Arrowstreet Capital Limited Partnership ($1.16B).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 1,969 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: Bank Julius Baer & Co. Ltd Zurich ($1.10B), GQG Partners LLC ($18.70M), Charles Schwab Investment Management Inc. ($8.80M), Van ECK Associates Corp ($8.68M), Capital World Investors ($7.60M), Raymond James Financial Inc. ($5.56M), and State Street Corp ($5.15M).

How much institutional buying is happening at Altria Group?

Institutional investors have bought a total of 119,395,927 shares in the last 24 months. This purchase volume represents approximately $6.63B in transactions.

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

Of the 1,047 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: FMR LLC ($6.38M), Legal & General Group Plc ($3.38M), Assenagon Asset Management S.A. ($2.48M), Two Sigma Advisers LP ($2.30M), Victory Capital Management Inc. ($1.94M), Capital World Investors ($1.86M), and United Services Automobile Association ($1.76M).

How much institutional selling is happening at Altria Group?

Institutional investors have sold a total of 54,354,397 shares in the last 24 months. This volume of shares sold represents approximately $2.88B in transactions.


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This page (NYSE:MO) was last updated on 7/17/2025 by MarketBeat.com Staff
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