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Altria Group (MO) Institutional Ownership

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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)
1138
Total
Institutional Inflows
(last 12 months)
$53.48B
Number of
Institutional Sellers
(last 12 months)
1010
Total
Institutional Outflows
(last 12 months)
$4.86B
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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
5/9/2024Pettyjohn Wood & White Inc.14,213$620K0.1%-2.4%0.001%
5/9/2024Rogco LP11,849$517K0.2%-2.3%0.001%
5/9/2024WP Advisors LLC33,263$1.45M0.5%+14.1%0.002%
5/9/2024Koshinski Asset Management Inc.19,374$845K0.1%-31.9%0.001%
5/8/2024William Allan Corp4,731$206K0.1%N/A0.000%
5/8/2024Taurus Asset Management LLC15,785$689K0.1%-18.1%0.001%
5/8/2024Edmond DE Rothschild Holding S.A.2,409$105K0.0%+18.4%0.000%
5/8/2024Cozad Asset Management Inc.14,216$620K0.1%-16.1%0.001%
5/8/2024Heritage Wealth Advisors90,816$3.96M0.1%+1.2%0.005%
5/8/2024Focused Wealth Management Inc26,204$1.14M0.2%+1.6%0.002%
5/8/2024ProShare Advisors LLC221,181$9.65M0.0%-2.7%0.013%
5/8/2024Cognios Beta Neutral Large Cap Fund LP13,442$586K0.8%-8.4%0.001%
5/8/2024Avantax Advisory Services Inc.104,994$4.58M0.0%-8.4%0.006%
5/8/2024US Bancorp DE655,079$28.58M0.0%-3.3%0.038%
5/8/2024Russell Investments Group Ltd.483,424$21.09M0.0%+8.0%0.028%
5/8/2024 Washington Trust Advisors Inc.10,018$437K0.0%-24.2%0.001%
5/8/2024 Qsemble Capital Management LP10,154$443K0.1%N/A0.001%
5/8/2024 QRG Capital Management Inc.355,367$15.50M0.2%+26.0%0.021%
5/8/2024 Verus Financial Partners Inc.55,316$2.41M0.3%-10.3%0.003%
5/8/2024 Legacy Capital Group California Inc.19,575$854K0.3%-3.2%0.001%
5/8/2024 Williams Jones Wealth Management LLC.16,949$739K0.0%-6.2%0.001%
5/7/2024 Verus Capital Partners LLC50,057$2.18M0.2%-1.1%0.003%
5/7/2024 Capital Square LLC63,823$2.78M2.0%+3.8%0.004%
5/7/2024 Meeder Advisory Services Inc.24,997$1.09M0.1%+1.7%0.001%
5/7/2024 Pointe Capital Management LLC4,926$215K0.1%N/A0.000%
5/7/2024 NorthRock Partners LLC123,008$5.37M0.5%-10.7%0.007%
5/7/2024 Fiduciary Family Office LLC5,380$235K0.1%N/A0.000%
5/7/2024 Sei Investments Co.1,054,101$45.98M0.1%+36.7%0.061%
5/7/2024 GW Henssler & Associates Ltd.332,977$14.52M0.9%+26.5%0.019%
5/7/2024 Chilton Capital Management LLC3,799$166K0.0%+33.2%0.000%
5/7/2024 Concurrent Investment Advisors LLC57,475$2.51M0.1%-2.8%0.003%
5/7/2024 Atomi Financial Group Inc.5,953$260K0.0%+7.2%0.000%
5/7/2024 Keudell Morrison Wealth Management26,964$1.18M0.4%+6.2%0.002%
5/7/2024 Montag A & Associates Inc.9,620$429K0.0%-11.1%0.001%
5/7/2024 TCI Wealth Advisors Inc.7,299$318K0.0%-3.4%0.000%
5/7/2024 WealthPLAN Partners LLC17,991$785K0.1%-21.5%0.001%
5/7/2024 CarsonAllaria Wealth Management Ltd.3,051$133K0.1%-14.3%0.000%
5/7/2024 KCM Investment Advisors LLC10,249$447K0.0%+92.0%0.001%
5/7/2024 Tectonic Advisors LLC115,518$5.04M0.4%+15.2%0.007%
5/7/2024 Swiss National Bank5,296,700$231.04M0.2%-4.5%0.308%
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5/7/2024 Hyman Charles D106,846$4.66M0.3%-3.5%0.006%
5/7/2024 Highland Capital Management LLC89,253$3.89M0.2%-1.1%0.005%
5/7/2024 Illinois Municipal Retirement Fund287,177$12.53M0.2%+3.8%0.017%
5/7/2024 Oppenheimer Asset Management Inc.403,500$17.60M0.3%-9.0%0.023%
5/7/2024 PFG Advisors6,782$296K0.0%+4.4%0.000%
5/7/2024 Oppenheimer & Co. Inc.207,117$9.03M0.1%+8.4%0.012%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management40,142$1.75M0.1%+17.6%0.002%
5/7/2024 Obermeyer Wood Investment Counsel Lllp4,863$212K0.0%-10.0%0.000%
5/7/2024 Hilltop National Bank14,441$630K0.2%N/A0.001%
5/7/2024 Wealthspire Advisors LLC33,387$1.46M0.0%-7.3%0.002%
5/7/2024 SG Americas Securities LLC241,832$10.55M0.1%-43.7%0.014%
5/7/2024 Empowered Funds LLC300,693$13.12M0.2%+80.6%0.018%
5/7/2024 Stokes Family Office LLC64,260$2.80M0.4%-6.9%0.004%
5/6/2024 LSV Asset Management4,672,543$203.82M0.4%-0.2%0.272%
5/6/2024 Envestnet Portfolio Solutions Inc.101,087$4.41M0.0%+170.4%0.006%
5/6/2024 Empirical Finance LLC42,265$1.84M0.1%+5.4%0.002%
5/6/2024 ORG Partners LLC8,061$348K0.7%-85.7%0.000%
5/6/2024 Advisory Services Network LLC159,934$6.98M0.2%-17.0%0.009%
5/6/2024 Bard Financial Services Inc.174,717$7.62M0.8%+7.0%0.010%
5/6/2024 Advisory Alpha LLC12,108$528K0.0%+6.4%0.001%
5/6/2024DiNuzzo Private Wealth Inc.1,938$85K0.0%+4,514.3%0.000%
5/6/2024 Broderick Brian C4,822$210K0.0%N/A0.000%
5/6/2024 Hemenway Trust Co LLC5,300$231K0.0%-12.6%0.000%
5/6/2024 Texas Permanent School Fund Corp364,442$15.90M0.1%-0.2%0.021%
5/4/2024 Disciplined Equity Management Inc.43,685$1.91M1.3%+5.5%0.003%
5/4/2024 Geneos Wealth Management Inc.27,218$1.19M0.1%+4.1%0.002%
5/4/2024 WBI Investments LLC197,918$8.63M1.8%+11.5%0.012%
5/4/2024 Buck Wealth Strategies LLC13,406$585K0.2%N/A0.001%
5/4/2024 Team Hewins LLC11,188$499K0.1%-12.7%0.001%
5/4/2024 Affinity Investment Advisors LLC38,727$1.69M1.2%+7.4%0.002%
5/4/2024 Commonwealth Retirement Investments LLC128,603$5.61M2.7%+62.1%0.007%
5/4/2024 Csenge Advisory Group38,378$1.67M0.1%+1.9%0.002%
5/4/2024 Richardson Financial Services Inc.5,184$226K0.2%+7.7%0.000%
5/3/2024 Signaturefd LLC25,811$1.13M0.0%+12.6%0.002%
5/3/2024 Carson Advisory Inc.6,343$277K0.2%+4.2%0.000%
5/3/2024 Avidian Wealth Solutions LLC10,213$446K0.0%+3.3%0.001%
5/3/2024 TFB Advisors LLC9,699$425K0.2%N/A0.001%
5/3/2024 Mediolanum International Funds Ltd261,985$11.44M0.2%N/A0.015%
5/3/2024 RIA Advisory Group LLC14,436$630K0.3%-49.1%0.001%
5/3/2024 Larson Financial Group LLC4,692$205K0.0%+83.6%0.000%
5/3/2024 Callan Capital LLC7,003$305K0.0%+33.3%0.000%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors21,952$958K0.1%+132.4%0.001%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC5,002$218K0.1%N/A0.000%
5/3/2024 Chevy Chase Trust Holdings LLC983,031$42.88M0.1%-1.2%0.057%
5/3/2024 Commerce Bank570,690$24.89M0.2%-2.3%0.033%
5/3/2024 Central Pacific Bank Trust Division36,223$1.57M0.2%N/A0.002%
5/3/2024 Smith Salley Wealth Management6,037$263K0.0%N/A0.000%
5/3/2024 Whittier Trust Co. of Nevada Inc.89,984$3.92M0.1%-2.1%0.005%
5/3/2024 Patron Partners LLC14,968$653K0.4%-8.0%0.001%
5/3/2024 Whittier Trust Co.105,780$4.61M0.1%-3.4%0.006%
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5/2/2024 Mutual Advisors LLC119,939$5.23M0.2%+2.5%0.007%
5/2/2024 Diversified LLC4,783$209K0.0%N/A0.000%
5/2/2024 Salomon & Ludwin LLC110,263$4.81M0.4%-3.9%0.006%
5/2/2024 Financial Counselors Inc.21,520$939K0.0%-31.8%0.001%
5/2/2024 Shoker Investment Counsel Inc.23,805$1.03M0.4%-8.7%0.001%
5/2/2024 Mutual of America Capital Management LLC230,959$10.07M0.1%-1.3%0.013%
5/2/2024 Magnolia Capital Advisors LLC13,258$558K0.5%-2.5%0.001%
5/2/2024 Baron Silver Stevens Financial Advisors LLC6,970$304K0.1%-4.9%0.000%
5/2/2024 FinTrust Capital Advisors LLC9,608$419K0.1%-62.2%0.001%
5/2/2024 Daiwa Securities Group Inc.182,409$7.96M0.0%+14.0%0.011%
(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, 2,074 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. ($6.44B), BlackRock Inc. ($5.39B), State Street Corp ($3.26B), Capital World Investors ($2.86B), Charles Schwab Investment Management Inc. ($1.77B), and Geode Capital Management LLC ($1.67B).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 1,787 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), GQG Partners LLC ($9.13M), Van ECK Associates Corp ($8.90M), Capital World Investors ($7.55M), Pacer Advisors Inc. ($7.44M), Charles Schwab Investment Management Inc. ($5.94M), and Assenagon Asset Management S.A. ($5.58M).

How much institutional buying is happening at Altria Group?

Institutional investors have bought a total of 1,278,253,844 shares in the last 24 months. This purchase volume represents approximately $57.69B in transactions.

Which Altria Group major shareholders have been selling company stock?

Of the 1,362 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: FMR LLC ($27.70M), Capital World Investors ($17.84M), BlackRock Inc. ($14.80M), GQG Partners LLC ($12.08M), Capital International Investors ($8.75M), Deutsche Bank AG ($6.17M), and Renaissance Technologies LLC ($5.91M).

How much institutional selling is happening at Altria Group?

Institutional investors have sold a total of 217,442,006 shares in the last 24 months. This volume of shares sold represents approximately $9.33B in transactions.


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This page (NYSE:MO) was last updated on 5/9/2024 by MarketBeat.com Staff

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