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Altria Group (MO) Institutional Ownership

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$56.68 +0.30 (+0.54%)
Closing price 04/11/2025 03:59 PM Eastern
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$56.76 +0.07 (+0.13%)
As of 04/11/2025 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.

Institutional Ownership Changes (13F Filings) for Altria Group (NYSE:MO)

Current
Institutional Ownership
Percentage
57.41%
Number of
Institutional Buyers
(last 12 months)
1325
Total
Institutional Inflows
(last 12 months)
$3.75B
Number of
Institutional Sellers
(last 12 months)
940
Total
Institutional Outflows
(last 12 months)
$2.45B
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MO Institutional Buying and Selling by Quarter

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Altria Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/11/2025First City Capital Management Inc.27,172$1.63M1.0%-7.7%0.002%
4/11/2025Lake Hills Wealth Management LLC4,653$279K0.2%N/A0.000%
4/11/2025Godsey & Gibb Inc.13,905$835K0.1%-1.3%0.001%
4/11/2025Princeton Global Asset Management LLC7,250$435K0.1%+28.1%0.000%
4/11/2025Intergy Private Wealth LLC4,476$269K0.1%+11.4%0.000%
4/11/2025Gateway Investment Advisers LLC127,641$7.66M0.1%+13.4%0.008%
4/11/2025Independence Bank of Kentucky53,135$3.19M0.5%-1.4%0.003%
4/11/2025Butensky & Cohen Financial Security Inc.102,849$6.17M1.9%-1.5%0.006%
4/11/2025Impact Capital Partners LLC8,551$513K0.2%-11.1%0.001%
4/11/2025Sovereign Financial Group Inc.5,052$303K0.1%-16.9%0.000%
4/11/2025SeaCrest Wealth Management LLC41,630$2.50M0.3%-17.9%0.002%
4/11/2025Procyon Advisors LLC11,694$702K0.0%+10.7%0.001%
4/11/2025Next Level Private LLC37,038$2.22M0.8%+0.7%0.002%
4/11/2025Magnus Financial Group LLC7,480$449K0.0%N/A0.000%
4/11/2025Kapstone Financial Advisors LLC14,281$857K0.5%+7.5%0.001%
4/11/2025Intellectus Partners LLC11,463$700K0.2%-8.4%0.001%
4/11/2025Stablepoint Partners LLC7,802$468K0.1%-6.2%0.000%
4/11/2025626 Financial LLC6,577$395K0.2%+30.6%0.000%
4/11/2025Curat Global LLC1,316$79K0.1%N/A0.000%
4/11/2025Generali Investments Management Co LLC2,948$177K0.1%+280.9%0.000%
4/11/2025Signal Advisors Wealth LLC6,154$369K0.0%+52.5%0.000%
4/11/2025MRA Advisory Group4,527$272K0.1%N/A0.000%
4/11/2025Foster Group Inc.10,660$640K0.0%+4.1%0.001%
4/11/2025Vest Financial LLC16,696$1.00M0.0%+73.5%0.001%
4/11/2025Annex Advisory Services LLC18,653$1.12M0.0%-1.3%0.001%
4/10/2025 Breakwater Capital Group7,078$425K0.1%N/A0.000%
4/10/2025 Retirement Planning Group LLC16,965$1.02M0.0%+1.6%0.001%
4/10/2025 Charles Schwab Trust Co7,904$474K0.0%-3.5%0.000%
4/10/2025 Salvus Wealth Management LLC15,362$922K0.6%+4.2%0.001%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.3,502$210K0.0%+10.4%0.000%
4/10/2025 Diligent Investors LLC9,498$570K0.1%-21.7%0.001%
4/10/2025 Lmcg Investments LLC22,247$1.34M0.1%+28.5%0.001%
4/10/2025 LS Investment Advisors LLC9,817$589K0.1%-46.2%0.001%
4/10/2025 HF Advisory Group LLC30,333$1.82M0.8%+6.5%0.002%
4/10/2025 Beacon Financial Group86,603$5.20M0.6%-6.9%0.005%
4/10/2025 Johnson & White Wealth Management LLC12,619$757K0.4%+20.7%0.001%
4/10/2025 Secure Asset Management LLC10,016$601K0.1%-9.0%0.001%
4/10/2025 Key Client Fiduciary Advisors LLC22,774$1.37M0.6%+4.9%0.001%
4/10/2025 Teamwork Financial Advisors LLC10,069$604K0.1%-3.2%0.001%
4/10/2025 Benin Management CORP3,752$225K0.1%N/A0.000%
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4/10/2025 Iams Wealth Management LLC3,485$209K0.1%N/A0.000%
4/10/2025 SS&H Financial Advisors Inc.3,550$213K0.1%N/A0.000%
4/10/2025 Apella Capital LLC7,939$447K0.0%+79.9%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.86,581$5.20M0.2%-1.9%0.005%
4/10/2025 Viking Fund Management LLC175,250$10.52M1.5%+12.9%0.010%
4/10/2025 Romano Brothers AND Company11,328$680K0.1%-1.7%0.001%
4/10/2025 Smith Anglin Financial LLC11,004$660K0.1%+5.9%0.001%
4/9/2025 Sentry Investment Management LLC5,117$285K0.2%-66.2%0.000%
4/9/2025 RFG Advisory LLC33,088$1.99M0.1%+101.0%0.002%
4/9/2025 Capital Asset Advisory Services LLC11,545$659K0.0%+22.9%0.001%
4/9/2025 Fulton Bank N.A.19,658$1.18M0.0%-13.0%0.001%
4/9/2025 HBW Advisory Services LLC62,316$3.74M0.5%+3.0%0.004%
4/9/2025 ST Germain D J Co. Inc.4,050$243K0.0%-14.2%0.000%
4/9/2025 Merit Financial Group LLC102,979$6.18M0.1%+28.4%0.006%
4/9/2025 Harbor Investment Advisory LLC5,773$346K0.0%+6.4%0.000%
4/9/2025 Shulman DeMeo Asset Management LLC6,067$364K0.1%-4.5%0.000%
4/9/2025 Sweeney & Michel LLC4,431$246K0.1%N/A0.000%
4/9/2025 Fragasso Financial Advisors Inc6,499$390K0.0%+3.1%0.000%
4/9/2025 NBC Securities Inc.16,720$1.00M0.1%+119,328.6%0.001%
4/9/2025 Fiduciary Alliance LLC8,759$526K0.1%+69.6%0.001%
4/9/2025 Mid American Wealth Advisory Group Inc.34,910$2.10M1.1%-2.8%0.002%
4/9/2025 Douglas Lane & Associates LLC7,671$460K0.0%+62.1%0.000%
4/9/2025 American National Bank & Trust6,481$389K0.0%-9.9%0.000%
4/9/2025 Czech National Bank389,259$23.36M0.2%+5.9%0.023%
4/9/2025 Mechanics Bank Trust Department54,305$3.26M0.4%-7.0%0.003%
4/9/2025 Sanders Morris Harris LLC18,527$1.10M0.2%+20.9%0.001%
4/9/2025 Castle Rock Wealth Management LLC11,702$691K0.2%-9.8%0.001%
4/8/2025 Rhumbline Advisers2,720,583$163.29M0.2%-5.5%0.161%
4/8/2025 Taylor & Morgan Wealth Management LLC12,705$763K0.6%+1.9%0.001%
4/8/2025 Fifth Third Wealth Advisors LLC19,239$1.16M0.1%-0.9%0.001%
4/8/2025 J2 Capital Management Inc5,230$314K0.3%N/A0.000%
4/8/2025 Meyer Handelman Co.89,532$5.37M0.2%+0.4%0.005%
4/8/2025 Weinberger Asset Management Inc34,658$2.08M0.9%-3.4%0.002%
4/8/2025 Investors Research Corp8,397$504K0.1%+3.1%0.000%
4/8/2025 Atlas Brown Inc.8,177$491K0.2%-4.1%0.000%
4/8/2025 LVM Capital Management Ltd. MI87,194$5.23M0.6%-2.5%0.005%
4/8/2025 Somerset Trust Co6,386$383K0.1%+35.6%0.000%
4/8/2025 Burns J W & Co. Inc. NY18,946$1.14M0.1%-6.0%0.001%
4/8/2025 Advisory Alpha LLC10,699$642K0.0%-4.5%0.001%
4/8/2025 Parallel Advisors LLC42,367$2.54M0.1%-7.2%0.003%
4/7/2025 GoalVest Advisory LLC27,919$1.68M0.5%+9.7%0.002%
4/7/2025 GAMMA Investing LLC2,162,401$129.79M0.0%+6,969.4%0.128%
4/7/2025 AdvisorNet Financial Inc20,863$1.25M0.1%+4.2%0.001%
4/7/2025 Town & Country Bank & Trust CO dba First Bankers Trust CO5,570$334K0.1%-6.7%0.000%
4/7/2025 Howard Financial Services LTD.7,558$454K0.1%+14.7%0.000%
4/7/2025 Bath Savings Trust Co10,739$645K0.1%-33.2%0.001%
4/4/2025 Exeter Financial LLC21,991$1.32M0.6%+2.9%0.001%
4/4/2025 Quent Capital LLC3,489$209K0.0%+129.1%0.000%
4/4/2025 Farmers Trust Co.9,551$573K0.1%+11.0%0.001%
4/4/2025 Sage Capital Advisors llc117,965$7.08M1.9%+1.5%0.007%
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4/4/2025 Moody National Bank Trust Division24,474$1.47M0.2%+3.7%0.001%
4/4/2025 Legacy Private Trust Co.18,787$1.13M0.1%N/A0.001%
4/3/2025 Versant Capital Management Inc5,064$304K0.1%+72.2%0.000%
4/3/2025 Central Pacific Bank Trust Division35,419$2.13M0.3%+2.5%0.002%
4/3/2025 First Hawaiian Bank27,729$1.66M0.1%-3.7%0.002%
4/2/2025 Park National Corp OH20,260$1.22M0.0%-3.7%0.001%
4/1/2025 Centre Asset Management LLC173,715$10.43M2.7%-6.6%0.010%
4/1/2025 Neville Rodie & Shaw Inc.14,128$848K0.1%+6.4%0.001%
4/1/2025 MassMutual Private Wealth & Trust FSB93,760$5.63M0.2%+2.2%0.006%
4/1/2025 First Financial Bank Trust Division6,761$406K0.0%-4.9%0.000%
(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 1,879 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 1,255,994,297 shares in the last 24 months. This purchase volume represents approximately $57.09B in transactions.

Which Altria Group major shareholders have been selling company stock?

Of the 1,414 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 163,222,372 shares in the last 24 months. This volume of shares sold represents approximately $7.31B in transactions.



This page (NYSE:MO) was last updated on 4/13/2025 by MarketBeat.com Staff
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