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Altria Group (MO) Institutional Ownership

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$51.92 +0.76 (+1.48%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value 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)
1092
Total
Institutional Inflows
(last 12 months)
$2.52B
Number of
Institutional Sellers
(last 12 months)
908
Total
Institutional Outflows
(last 12 months)
$3.39B
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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
1/17/2025 Secure Asset Management LLC11,012$576K0.1%+13.3%0.001%
1/17/2025 Donoghue Forlines LLC28,668$1.50M0.5%N/A0.002%
1/17/2025 Galvin Gaustad & Stein LLC13,982$731K0.1%-8.2%0.001%
1/17/2025 Bill Few Associates Inc.13,398$701K0.2%+2.3%0.001%
1/17/2025 Raleigh Capital Management Inc.7,666$401K0.2%+4.8%0.000%
1/17/2025 Mutual Advisors LLC119,969$6.14M0.2%-7.8%0.007%
1/17/2025 Traynor Capital Management Inc.22,589$1.18M0.1%-1.7%0.001%
1/17/2025 Independent Wealth Network Inc.18,421$963K0.4%+2.5%0.001%
1/17/2025 Wesbanco Bank Inc.38,591$2.02M0.1%+1.8%0.002%
1/17/2025 Janney Montgomery Scott LLC918,085$48.01M0.1%-1.0%0.054%
1/17/2025 Bartlett & CO. Wealth Management LLC15,417$822K0.0%-11.5%0.001%
1/17/2025 GoalVest Advisory LLC25,439$1.33M0.4%-5.0%0.002%
1/17/2025 SG Americas Securities LLC41,516$2.17M0.0%-96.1%0.002%
1/17/2025 Paragon Financial Partners Inc.11,614$607K0.5%-47.2%0.001%
1/17/2025 Marino Stram & Associates LLC29,873$1.56M0.3%+0.9%0.002%
1/17/2025 Daymark Wealth Partners LLC30,110$1.57M0.1%+0.9%0.002%
1/17/2025 Investment Advisory Group LLC6,432$336K0.1%-4.7%0.000%
1/17/2025 Albion Financial Group UT2,760$144K0.0%+46.1%0.000%
1/17/2025 Advisory Alpha LLC11,205$586K0.0%-2.7%0.001%
1/17/2025 Dakota Wealth Management12,075$632K0.0%-1.7%0.001%
1/17/2025 Barlow Wealth Partners Inc.4,372$223K0.0%-25.6%0.000%
1/17/2025 XML Financial LLC37,370$1.95M0.2%+40.5%0.002%
1/17/2025 Nisa Investment Advisors LLC551,451$29.40M0.1%-0.7%0.033%
1/17/2025 Simon Quick Advisors LLC10,433$546K0.0%+25.9%0.001%
1/17/2025 Beaumont Financial Advisors LLC7,230$378K0.0%+5.5%0.000%
1/17/2025 MCF Advisors LLC14,321$762K0.1%+1.4%0.001%
1/17/2025 Octavia Wealth Advisors LLC104,623$5.58M0.7%+6.0%0.006%
1/17/2025 Exchange Bank14,518$759K0.6%+3.6%0.001%
1/17/2025 Atomi Financial Group Inc.17,551$918K0.0%+51.7%0.001%
1/17/2025 Capricorn Fund Managers Ltd40,000$2.08M0.9%N/A0.002%
1/17/2025 Alpha Cubed Investments LLC24,759$1.30M0.1%+2.1%0.001%
1/17/2025 Perpetual Ltd41,365$2.16M0.0%-3.2%0.002%
1/16/2025 Lmcg Investments LLC17,314$905K0.1%+30.3%0.001%
1/16/2025 Crossmark Global Holdings Inc.206,886$10.82M0.2%+2.8%0.012%
1/16/2025 Sugar Maple Asset Management LLC2,434$127K0.1%N/A0.000%
1/16/2025 Ballentine Partners LLC21,416$1.12M0.0%+33.0%0.001%
1/16/2025 ZWJ Investment Counsel Inc.5,836$305K0.0%+9.4%0.000%
1/16/2025 Pure Financial Advisors LLC35,854$1.88M0.0%+115.3%0.002%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.23,662$1.24M0.3%-3.7%0.001%
1/16/2025 Zhang Financial LLC18,717$979K0.1%+1.4%0.001%
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1/16/2025 MassMutual Private Wealth & Trust FSB91,765$4.80M0.1%+3.3%0.005%
1/16/2025 FLC Capital Advisors14,044$734K0.2%-2.4%0.001%
1/16/2025 UMB Bank n.a.15,686$820K0.0%+6.3%0.001%
1/16/2025 Mechanics Bank Trust Department58,368$3.05M0.4%-0.5%0.003%
1/16/2025 Diversify Advisory Services LLC64,044$3.26M0.2%-1.8%0.004%
1/16/2025 Diversify Wealth Management LLC4,280$218K0.0%N/A0.000%
1/16/2025 LVW Advisors LLC71,771$3.75M0.5%-2.3%0.004%
1/16/2025 City Holding Co.2,813$147K0.0%-19.9%0.000%
1/16/2025 Ellsworth Advisors LLC17,186$899K0.2%+11.6%0.001%
1/16/2025 RoundAngle Advisors LLC26,050$1.36M1.3%N/A0.002%
1/16/2025 Grove Bank & Trust16,798$878K0.1%+2.8%0.001%
1/16/2025 Brady Martz Wealth Solutions LLC26,683$1.37M0.3%N/A0.002%
1/16/2025 Delta Capital Management LLC27,460$1.44M0.6%-0.8%0.002%
1/16/2025 My Legacy Advisors LLC16,146$824K0.3%+2.6%0.001%
1/16/2025 Artemis Investment Management LLP274,287$14.34M0.2%+6.3%0.016%
1/16/2025 McElhenny Sheffield Capital Management LLC10,261$537K0.2%+17.8%0.001%
1/16/2025 Clarius Group LLC17,982$940K0.1%+1.9%0.001%
1/15/2025 HF Advisory Group LLC28,486$1.49M0.7%-1.5%0.002%
1/15/2025 Aaron Wealth Advisors LLC6,507$340K0.0%+14.5%0.000%
1/15/2025 Wealth Alliance Advisory Group LLC23,998$1.26M0.3%-2.4%0.001%
1/15/2025 Astoria Portfolio Advisors LLC.7,483$384K0.1%+4.9%0.000%
1/15/2025 Taylor & Morgan Wealth Management LLC12,468$652K0.5%+1.9%0.001%
1/15/2025 Krilogy Financial LLC57,150$2.99M0.2%-30.3%0.003%
1/15/2025 HB Wealth Management LLC86,393$4.52M0.0%+5.7%0.005%
1/15/2025 Trust Co. of Vermont43,282$2.26M0.1%+2.8%0.003%
1/15/2025 Westend Capital Management LLC1,564$82K0.0%+134.8%0.000%
1/15/2025 Premier Path Wealth Partners LLC7,643$400K0.1%+3.3%0.000%
1/15/2025 Cohen Klingenstein LLC51,203$2.68M0.1%-0.5%0.003%
1/15/2025 Sanibel Captiva Trust Company Inc.36,405$1.90M0.1%-7.4%0.002%
1/15/2025 Howard Financial Services LTD.6,588$344K0.0%+5.7%0.000%
1/15/2025 Verity & Verity LLC300,722$15.73M1.4%+9.5%0.018%
1/15/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH10,560$552K0.1%+4.3%0.001%
1/15/2025 Brooklyn Investment Group7,923$414K0.1%+61.7%0.000%
1/15/2025 Whitener Capital Management Inc.35,023$1.83M0.5%+1.8%0.002%
1/15/2025 Somerset Trust Co4,710$246K0.1%N/A0.000%
1/15/2025 Merit Financial Group LLC80,197$4.19M0.1%+8.3%0.005%
1/15/2025 Butensky & Cohen Financial Security Inc.104,388$5.46M1.7%-1.8%0.006%
1/15/2025 Householder Group Estate & Retirement Specialist LLC513$26K0.0%-96.0%0.000%
1/15/2025 Walker Asset Management LLC13,172$689K0.4%-10.2%0.001%
1/15/2025 Relyea Zuckerberg Hanson LLC7,373$386K0.1%N/A0.000%
1/15/2025 CNB Bank3,329$174K0.1%+46.8%0.000%
1/15/2025 Wealthcare Advisory Partners LLC47,365$2.48M0.1%-2.1%0.003%
1/15/2025 Everpar Advisors LLC4,745$248K0.1%+6.1%0.000%
1/15/2025 Tompkins Financial Corp12,201$638K0.1%+96.8%0.001%
1/15/2025 Yarger Wealth Strategies LLC7,603$398K0.2%+3.0%0.000%
1/15/2025 Hennessy Advisors Inc.180,100$9.42M0.3%-3.5%0.011%
1/15/2025 Goldstone Financial Group LLC6,216$325K0.1%N/A0.000%
1/15/2025 Certified Advisory Corp24,297$1.27M0.1%-1.4%0.001%
1/15/2025 Cohen Investment Advisors LLC7,717$404K0.2%+3.5%0.000%
1/15/2025 Cypress Wealth Services LLC6,800$356K0.1%-8.6%0.000%
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1/15/2025 Ritholtz Wealth Management157,014$8.21M0.2%+4.7%0.009%
1/15/2025 Gateway Investment Advisers LLC112,570$5.89M0.1%-0.8%0.007%
1/15/2025 IFS Advisors LLC977$51K0.0%+330.4%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.88,237$4.61M0.2%+7.2%0.005%
1/14/2025 Heritage Family Offices LLP7,530$394K0.2%+5.9%0.000%
1/14/2025 Rovin Capital UT ADV15,726$822K0.3%-15.4%0.001%
1/14/2025 Essex Savings Bank10,770$563K0.1%+1.9%0.001%
1/14/2025 ERn Financial LLC7,137$373K0.1%-5.4%0.000%
1/14/2025 Sawyer & Company Inc800$42K0.0%-27.3%0.000%
1/14/2025 Redhawk Wealth Advisors Inc.19,327$1.01M0.1%+49.1%0.001%
(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, 2,056 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. ($6.98B), BlackRock Inc. ($5.39B), State Street Corp ($3.82B), Capital World Investors ($3.09B), Charles Schwab Investment Management Inc. ($2.94B), and Geode Capital Management LLC ($2.08B).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 1,709 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 ($8.87M), Capital World Investors ($7.60M), Charles Schwab Investment Management Inc. ($6.53M), State Street Corp ($5.15M), Pacer Advisors Inc. ($4.12M), and Edmp Inc. ($3.99M).

How much institutional buying is happening at Altria Group?

Institutional investors have bought a total of 1,242,146,356 shares in the last 24 months. This purchase volume represents approximately $56.19B in transactions.

Which Altria Group major shareholders have been selling company stock?

Of the 1,350 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 ($17.05M), GQG Partners LLC ($12.08M), Capital International Investors ($8.42M), FMR LLC ($6.87M), BlackRock Inc. ($6.47M), Deutsche Bank AG ($6.17M), and Two Sigma Advisers LP ($5.84M).

How much institutional selling is happening at Altria Group?

Institutional investors have sold a total of 163,255,184 shares in the last 24 months. This volume of shares sold represents approximately $7.20B in transactions.



This page (NYSE:MO) was last updated on 1/20/2025 by MarketBeat.com Staff
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