Altria Group (MO) Institutional Ownership

$46.08
+0.13 (+0.28%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
57.41%
Number of
Institutional Buyers
(last 12 months)
1108
Total
Institutional Inflows
(last 12 months)
$53.28B
Number of
Institutional Sellers
(last 12 months)
1001
Total
Institutional Outflows
(last 12 months)
$3.71B
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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
5/17/2024 Citizens Financial Group Inc. RI13,882$606K0.0%-16.3%0.001%
5/17/2024Investmark Advisory Group LLC59,704$2.60M1.4%-1.2%0.003%
5/17/2024 XML Financial LLC27,297$1.19M0.1%-1.4%0.002%
5/17/2024 WealthPlan Investment Management LLC7,637$333K0.1%+15.7%0.000%
5/17/2024 Vista Investment Partners LLC29,891$1.30M0.4%-32.8%0.002%
5/17/2024 First Western Trust Bank8,168$356K0.0%-33.1%0.000%
5/17/2024 Jaffetilchin Investment Partners LLC14,218$620K0.1%-4.2%0.001%
5/17/2024 Beacon Capital Management LLC8,345$364K0.1%+48.9%0.000%
5/17/2024 Semmax Financial Advisors Inc.20,041$903K0.3%-6.0%0.001%
5/17/2024 Hancock Whitney Corp57,009$2.49M0.1%+11.7%0.003%
5/17/2024 Comerica Bank555,934$24.25M0.1%-1.6%0.032%
5/17/2024 Alethea Capital Management LLC11,487$501K0.4%N/A0.001%
5/17/2024 Tidal Investments LLC201,795$8.80M0.1%+57.1%0.012%
5/16/2024 Redwood Investment Management LLC53,689$2.34M0.2%-1.5%0.003%
5/16/2024 Slagle Financial LLC55,867$2.44M1.3%-65.2%0.003%
5/16/2024 Meiji Yasuda Life Insurance Co14,429$629K0.0%+38.4%0.001%
5/16/2024 B. Riley Wealth Advisors Inc.91,794$3.95M0.1%+14.4%0.005%
5/16/2024 Ilex Capital Partners UK LLP633,046$27.61M2.7%N/A0.037%
5/16/2024 Jacobs Levy Equity Management Inc.195,097$8.51M0.0%+10.5%0.011%
5/16/2024 Janus Henderson Group PLC148,700$6.49M0.0%-5.9%0.009%
5/16/2024 Waverly Advisors LLC35,443$1.55M0.0%+97.5%0.002%
5/16/2024 Kinloch Capital LLC50,244$2.19M1.1%+26.5%0.003%
5/16/2024 Silvercrest Asset Management Group LLC48,764$2.13M0.0%-3.7%0.003%
5/16/2024 Captrust Financial Advisors519,996$22.68M0.1%-13.9%0.030%
5/15/2024 Ascent Group LLC86,140$3.76M0.3%-0.4%0.005%
5/15/2024 SVB Wealth LLC29,808$1.30M0.0%-12.3%0.002%
5/15/2024 Mount Yale Investment Advisors LLC33,619$1.47M0.1%+132.5%0.002%
5/15/2024 Perritt Capital Management Inc.8,675$378K0.2%+3.4%0.001%
5/15/2024 Public Employees Retirement System of Ohio920,266$40.14M0.2%-3.5%0.054%
5/15/2024 Public Employees Retirement Association of Colorado249,806$10.90M0.0%-5.3%0.015%
5/15/2024 Ceeto Capital Group LLC3,900$174K0.1%-56.2%0.000%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund58,196$2.54M0.2%-7.6%0.003%
5/15/2024 Kentucky Retirement Systems133,922$5.84M0.2%-5.4%0.008%
5/15/2024 CoreFirst Bank & Trust17,097$746K0.5%-5.4%0.001%
5/15/2024 Price T Rowe Associates Inc. MD3,119,837$136.09M0.0%-9.7%0.182%
5/15/2024 BOKF NA83,997$3.63M0.1%-22.9%0.005%
5/15/2024 Kestra Advisory Services LLC363,054$15.84M0.1%+1.1%0.021%
5/15/2024 Steel Grove Capital Advisors LLC41,414$1.81M0.0%+10.5%0.002%
5/15/2024 Lazard Asset Management LLC566,676$24.72M0.0%+3.3%0.033%
5/15/2024 Epoch Investment Partners Inc.64,275$2.80M0.0%-2.1%0.004%
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5/15/2024 LRI Investments LLC8,459$381K0.1%N/A0.000%
5/15/2024 Linscomb Wealth Inc.7,654$334K0.0%-14.8%0.000%
5/15/2024 Truvestments Capital LLC5,710$249K0.1%-12.9%0.000%
5/15/2024 Quadrature Capital Ltd21,372$932K0.0%N/A0.001%
5/14/2024 Capital World Investors70,847,064$3.09B0.5%+0.1%4.125%
5/14/2024 Capital Research Global Investors12,044,932$525.40M0.1%-9.3%0.701%
5/14/2024 Capital International Sarl13,418$585K0.0%N/A0.001%
5/14/2024 Toronto Dominion Bank859,211$37.48M0.1%-38.8%0.050%
5/14/2024 Capital International Inc. CA 220,812$9.63M0.1%+22.3%0.013%
5/14/2024 Capital International Investors4,603,411$200.80M0.0%+0.1%0.268%
5/14/2024 Sheaff Brock Investment Advisors LLC85,640$3.74M0.2%+0.8%0.005%
5/14/2024 Cadence Bank20,374$889K0.1%-4.1%0.001%
5/14/2024 Rodgers Brothers Inc.10,360$452K0.1%+51.0%0.001%
5/14/2024 Advisors Asset Management Inc.318,969$13.91M0.3%+0.2%0.019%
5/14/2024 Axxcess Wealth Management LLC61,451$2.68M0.1%-2.9%0.004%
5/14/2024 EP Wealth Advisors LLC37,277$1.63M0.0%+9.2%0.002%
5/14/2024 Freestone Capital Holdings LLC84,586$3.69M0.1%+11.3%0.005%
5/14/2024 CreativeOne Wealth LLC74,887$3.27M0.1%+131.3%0.004%
5/14/2024 Delap Wealth Advisory LLC6,095$266K0.1%N/A0.000%
5/14/2024 EntryPoint Capital LLC1,183$52K0.0%-28.4%0.000%
5/14/2024 Vident Advisory LLC775,036$33.81M0.7%+27.2%0.045%
5/14/2024 Fayez Sarofim & Co6,148,565$268.20M0.8%-3.8%0.358%
5/14/2024 LGT Group Foundation1,168$51K0.0%N/A0.000%
5/14/2024 Shell Asset Management Co.33,583$1.47M0.1%-42.5%0.002%
5/14/2024 Sax Wealth Advisors LLC6,246$272K0.0%-9.9%0.000%
5/14/2024 Northwest Wealth Management LLC4,950$216K0.1%N/A0.000%
5/14/2024 Mattern Wealth Management LLC11,276$492K0.1%-4.2%0.001%
5/14/2024 Crewe Advisors LLC1,537$67K0.0%N/A0.000%
5/14/2024 Leelyn Smith LLC50,485$2.20M0.4%+2.1%0.003%
5/14/2024 Evermay Wealth Management LLC1,879$83K0.0%-33.2%0.000%
5/14/2024 Burns Matteson Capital Management LLC11,112$485K0.3%-36.7%0.001%
5/14/2024 InterOcean Capital Group LLC29,272$1.28M0.0%+34.1%0.002%
5/14/2024 Pitcairn Co.40,767$1.78M0.1%-7.4%0.002%
5/14/2024 CANADA LIFE ASSURANCE Co492,598$21.50M0.0%-1.9%0.029%
5/14/2024 American International Group Inc.446,652$19.48M0.1%-0.6%0.026%
5/14/2024 National Bank of Canada FI526,872$23.66M0.0%-57.6%0.031%
5/14/2024 Lake Street Advisors Group LLC9,700$433K0.0%+61.9%0.001%
5/13/2024 Bessemer Group Inc.65,405$2.85M0.0%+45.5%0.004%
5/13/2024 Delta Asset Management LLC TN13,427$586K0.1%-9.7%0.001%
5/13/2024Cedar Wealth Management LLC165,709$7.23M2.4%-18.4%0.010%
5/13/2024 Texas Capital Bank Wealth Management Services Inc5,025$219K0.0%-67.6%0.000%
5/13/2024 O Shaughnessy Asset Management LLC1,932,005$84.27M0.9%+13.1%0.112%
5/13/2024 Ameritas Investment Partners Inc.19,075$832K0.0%-2.9%0.001%
5/13/2024 Rockport Wealth LLC4,926$215K0.1%N/A0.000%
5/11/2024 Spreng Capital Management Inc.28,147$1.23M0.7%-15.2%0.002%
5/11/2024 Bahl & Gaynor Inc.14,455$631K0.0%-19.4%0.001%
5/11/2024 Trustmark National Bank Trust Department6,175$269K0.0%+4.6%0.000%
5/11/2024 Davis R M Inc.7,787$340K0.0%-16.3%0.000%
5/11/2024 Covestor Ltd1,047$46K0.0%+33.4%0.000%
5/11/2024 ESL Trust Services LLC1,300$57K0.0%N/A0.000%
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5/11/2024 Jacobi Capital Management LLC22,156$966K0.1%+4.7%0.001%
5/11/2024 Edgestream Partners L.P.46,322$2.02M0.1%+66.2%0.003%
5/11/2024 Cercano Management LLC76,086$3.32M0.1%+722.0%0.004%
5/11/2024 Patten & Patten Inc. TN14,293$623K0.0%+1.6%0.001%
5/10/2024 Osaic Holdings Inc.1,333,490$58.18M0.1%-14.7%0.078%
5/10/2024 Acadian Asset Management LLC1,504,144$65.60M0.2%-4.9%0.088%
5/10/2024 Capital Management Corp VA184,311$8.04M1.5%-26.0%0.011%
5/10/2024 TIAA Trust National Association59,429$2.59M0.0%+4.4%0.003%
5/10/2024 Vanguard Group Inc.159,923,518$6.98B0.1%+0.1%9.311%
5/10/2024 Cornerstone Advisors LLC73,300$3.20M0.1%-5.2%0.004%
(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, 2,052 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 ($3.26B), Capital World Investors ($3.09B), 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 1,748 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 ($8.90M), Capital World Investors ($7.60M), Pacer Advisors Inc. ($7.44M), Charles Schwab Investment Management Inc. ($5.94M), Assenagon Asset Management S.A. ($5.58M), and Renaissance Technologies LLC ($5.38M).

How much institutional buying is happening at Altria Group?

Institutional investors have bought a total of 1,260,665,191 shares in the last 24 months. This purchase volume represents approximately $56.76B in transactions.

Which Altria Group major shareholders have been selling company stock?

Of the 1,358 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 Capital Research Global Investors ($6.10M).

How much institutional selling is happening at Altria Group?

Institutional investors have sold a total of 213,421,833 shares in the last 24 months. This volume of shares sold represents approximately $9.09B in transactions.


This page (NYSE:MO) was last updated on 5/18/2024 by MarketBeat.com Staff

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