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Altria Group (MO) Institutional Ownership

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$57.46 -0.63 (-1.09%)
Closing price 03/21/2025 03:59 PM Eastern
Extended Trading
$57.58 +0.13 (+0.22%)
As of 03/21/2025 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)
1330
Total
Institutional Inflows
(last 12 months)
$3.62B
Number of
Institutional Sellers
(last 12 months)
940
Total
Institutional Outflows
(last 12 months)
$2.47B
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MO Institutional Buying and Selling by Quarter

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Altria Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/21/2025Prostatis Group LLC5,935$310K0.1%+10.1%0.000%
3/19/2025Chancellor Financial Group WB LP6,046$316K0.3%N/A0.000%
3/18/2025111 Capital15,213$795K0.2%N/A0.001%
3/12/2025 Northstar Financial Companies Inc.12,213$639K0.6%N/A0.001%
3/12/2025 Centaurus Financial Inc.17,577$919K0.1%+12.0%0.001%
3/11/2025 Campbell Deegan Wealth Management LLC6,462$338K0.4%N/A0.000%
3/11/2025 Anchor Pointe Wealth Management LLC3,954$206K0.3%N/A0.000%
3/7/2025 Aegis Wealth Management LLC6,420$336K0.2%N/A0.000%
3/6/2025 Copia Wealth Management1,181$62K0.1%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC1,314$68K0.0%N/A0.000%
3/5/2025 Castle Rock Wealth Management LLC12,974$691K0.2%-6.3%0.001%
3/4/2025 Siemens Fonds Invest GmbH139,512$7.30M0.3%+1,209.2%0.008%
2/28/2025 Park Square Financial Group LLC3,176$166K0.1%N/A0.000%
2/28/2025 Menard Financial Group LLC744$39K0.0%N/A0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH992,636$51.91M0.1%N/A0.059%
2/28/2025 Employees Retirement System of Texas180,394$9.43M0.1%-0.8%0.011%
2/27/2025 Fidelity D & D Bancorp Inc.6,730$352K0.2%-8.6%0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.6,016$315K0.0%-28.5%0.000%
2/26/2025 Yoffe Investment Management LLC4,900$256K0.4%N/A0.000%
2/26/2025 LifeWealth Investments LLC10,490$549K0.4%N/A0.001%
2/26/2025 Capital A Wealth Management LLC3,651$191K0.3%N/A0.000%
2/26/2025 Virtue Capital Management LLC5,514$288K0.1%-8.5%0.000%
2/25/2025 Heck Capital Advisors LLC8,052$421K0.0%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.61,229$3.26M0.1%-5.2%0.004%
2/25/2025 Armis Advisers LLC5,961$312K0.0%N/A0.000%
2/25/2025 Integrated Advisors Network LLC31,069$1.63M0.1%-1.2%0.002%
2/24/2025 Hall Capital Management Co. Inc.6,025$315K0.1%N/A0.000%
2/24/2025 Liberty Square Wealth Partners LLC12,997$693K0.3%N/A0.001%
2/24/2025 Great Valley Advisor Group Inc.147,236$7.70M0.2%-3.0%0.009%
2/24/2025 Ameriflex Group Inc.9,360$489K0.2%N/A0.001%
2/24/2025 United Advisor Group LLC26,739$1.40M0.3%-3.0%0.002%
2/24/2025 Challenger Wealth Management8,415$440K0.4%N/A0.000%
2/21/2025 Ascent Group LLC88,186$4.61M0.3%+3.9%0.005%
2/21/2025 Fidelity D & D Bancorp Inc.6,730$352K0.3%-8.6%0.000%
2/21/2025 Aurdan Capital Management LLC20,906$1.09M0.4%N/A0.001%
2/21/2025 Vermillion Wealth Management Inc.1,418$74K0.0%N/A0.000%
2/21/2025 AlphaCore Capital LLC6,221$332K0.1%+14.4%0.000%
2/20/2025 Mackenzie Financial Corp2,005,493$104.87M0.1%+1.6%0.118%
2/20/2025 Forum Financial Management LP21,546$1.13M0.0%+33.9%0.001%
2/20/2025 Griffith & Werner Inc.6,233$326K0.2%N/A0.000%
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2/20/2025 Michels Family Financial LLC18,795$983K0.9%N/A0.001%
2/20/2025 Castlekeep Investment Advisors LLC33,008$1.73M0.3%N/A0.002%
2/20/2025 Peak Retirement Planning Inc.15,639$818K0.5%N/A0.001%
2/20/2025 Drucker Wealth 3.0 LLC17,460$913K0.2%-2.8%0.001%
2/19/2025 Auxier Asset Management150,986$7.90M1.2%-1.0%0.009%
2/19/2025 Formidable Asset Management LLC51,748$2.71M0.4%-26.0%0.003%
2/19/2025 North Star Asset Management Inc.27,350$1.43M0.1%-0.9%0.002%
2/19/2025 Invst LLC4,599$240K0.0%+7.7%0.000%
2/19/2025 Pinney & Scofield Inc.631$33K0.0%N/A0.000%
2/19/2025 WCG Wealth Advisors LLC16,380$857K0.1%-1.7%0.001%
2/19/2025 Public Employees Retirement System of Ohio821,498$42.96M0.1%-6.8%0.048%
2/18/2025 Strait & Sound Wealth Management LLC7,830$409K0.2%-3.3%0.000%
2/18/2025 Helium Advisors LLC5,220$273K0.2%N/A0.000%
2/18/2025 Sunbelt Securities Inc.84,826$4.42M0.4%+27.8%0.005%
2/18/2025 GTS Securities LLC17,029$890K0.0%-119.3%0.001%
2/18/2025 Fourth Dimension Wealth LLC1,828$96K0.1%N/A0.000%
2/18/2025 Vise Technologies Inc.25,997$1.36M0.1%+13.9%0.002%
2/18/2025 Retirement Planning Group LLC16,693$873K0.0%+3.6%0.001%
2/18/2025 Investmark Advisory Group LLC80,051$4.19M2.1%+3.0%0.005%
2/18/2025 City National Bank of Florida MSD10,125$529K0.5%N/A0.001%
2/18/2025 Cornerstone Advisory LLC12,941$690K0.1%+3.8%0.001%
2/18/2025 Mosaic Family Wealth Partners LLC3,899$204K0.0%N/A0.000%
2/18/2025 Poehling Capital Management INC.32,388$1.69M0.4%-1.2%0.002%
2/18/2025 McIlrath & Eck LLC2,186$114K0.0%+25.3%0.000%
2/18/2025 Novem Group4,108$215K0.0%N/A0.000%
2/18/2025 Taylor Hoffman Capital Management LLC26,812$1.40M0.5%-1.9%0.002%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp326,722$17.08M0.1%+14.0%0.019%
2/18/2025 Focus Partners Advisor Solutions LLC58,564$3.06M0.1%+117.6%0.003%
2/18/2025 CSS LLC IL30,000$1.57M0.1%+29.3%0.002%
2/18/2025 First Heartland Consultants Inc.3,836$201K0.0%N/A0.000%
2/18/2025 Continuum Advisory LLC15,318$801K0.1%+2.1%0.001%
2/18/2025 Principal Street Partners LLC123,448$6.46M1.3%+1.1%0.007%
2/18/2025 Kinloch Capital LLC49,601$2.59M1.3%+3.3%0.003%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC6,569,122$343.50M0.1%+14.0%0.388%
2/17/2025 Voloridge Investment Management LLC1,102,361$57.64M0.2%-29.9%0.065%
2/17/2025 Waverly Advisors LLC43,846$2.29M0.0%+12.8%0.003%
2/17/2025 Worldquant Millennium Advisors LLC1,058,783$55.36M0.4%+67.8%0.062%
2/17/2025 Williams Jones Wealth Management LLC.19,317$1.01M0.0%+11.7%0.001%
2/17/2025 Woodline Partners LP101,781$5.32M0.0%N/A0.006%
2/17/2025 iSAM Funds UK Ltd5,839$305K0.2%N/A0.000%
2/17/2025 Vident Advisory LLC185,625$9.71M0.2%+1.7%0.011%
2/17/2025 Virtus Investment Advisers Inc.10,760$563K0.4%+97.4%0.001%
2/17/2025 Visionary Wealth Advisors174,742$9.14M0.5%+0.4%0.010%
2/17/2025 Vivaldi Capital Management LP8,176$437K0.1%+5.8%0.000%
2/17/2025 Westwood Holdings Group Inc.11,129$582K0.0%-9.3%0.001%
2/17/2025 Trustco Bank Corp N Y4,673$244K0.3%-17.6%0.000%
2/17/2025 Two Sigma Advisers LP170,900$8.94M0.0%-62.3%0.010%
2/17/2025 Two Sigma Investments LP159,949$8.36M0.0%-84.2%0.009%
2/17/2025 Tidal Investments LLC197,341$10.32M0.1%-9.8%0.012%
2/17/2025 Trace Wealth Advisors LLC5,936$310K0.3%N/A0.000%
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2/17/2025 State of Wyoming9,585$501K0.1%+169.8%0.001%
2/17/2025 Strategic Wealth Partners Ltd.4,037$216K0.0%N/A0.000%
2/17/2025 Toronto Dominion Bank925,904$48.42M0.1%-0.2%0.055%
2/17/2025 Second Line Capital LLC5,254$280K0.1%+5.5%0.000%
2/17/2025 Snowden Capital Advisors LLC139,065$7.41M0.2%-24.4%0.008%
2/17/2025 Siemens Fonds Invest GmbH139,512$7.30M0.4%+1,209.2%0.008%
2/17/2025 Shell Asset Management Co.30,535$1.60M0.1%-3.1%0.002%
2/17/2025 Sig Brokerage LP6,200$324K0.0%N/A0.000%
2/17/2025 Silvercrest Asset Management Group LLC45,164$2.36M0.0%-1.1%0.003%
2/17/2025 Royal Bank of Canada8,927,340$466.81M0.1%+17.4%0.527%
(Data available from 1/1/2016 forward)

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MO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MO shares?

During the previous two years, 2,241 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. ($8.20B), BlackRock Inc. ($5.39B), State Street Corp ($3.82B), Capital World Investors ($3.27B), Charles Schwab Investment Management Inc. ($3.13B), and Geode Capital Management LLC ($2.19B).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 1,878 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), Van ECK Associates Corp ($8.72M), Capital World Investors ($7.60M), Charles Schwab Investment Management Inc. ($5.31M), State Street Corp ($5.15M), Truist Financial Corp ($3.99M), and Assenagon Asset Management S.A. ($3.75M).

How much institutional buying is happening at Altria Group?

Institutional investors have bought a total of 1,254,127,531 shares in the last 24 months. This purchase volume represents approximately $56.97B in transactions.

Which Altria Group major shareholders have been selling company stock?

Of the 1,417 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: Capital World Investors ($18.91M), GQG Partners LLC ($12.08M), Capital International Investors ($8.42M), FMR LLC ($6.91M), BlackRock Inc. ($6.47M), Public Employees Retirement Association of Colorado ($5.84M), and Capital Research Global Investors ($5.25M).

How much institutional selling is happening at Altria Group?

Institutional investors have sold a total of 163,108,527 shares in the last 24 months. This volume of shares sold represents approximately $7.30B in transactions.


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This page (NYSE:MO) was last updated on 3/24/2025 by MarketBeat.com Staff
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