ALTRIA GROUP INC (MO) Institutional Ownership Changes & 13F Activity

ALTRIA GROUP INC (MO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Allianz Asset Management Gmbh, Envestnet Asset Management Inc, Citadel Advisors Llc, and Manufacturers Life Insurance Company, The.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cx InstitutionalBuy+6,584+16.3%47,080$3.17KQ3 2026Oct 02, 2026
Versant Capital Management, IncBuy+518+6.1%9,073$610.95KQ3 2026Oct 02, 2026
Private Client Services, LlcBuy+504+6.5%8,234$554.45KQ3 2026Oct 02, 2026
Goalvest Advisory LlcBuy+447+2.1%21,722$1.46MQ3 2026Oct 02, 2026
Doliver Advisors, LpSell-1,317-3.8%33,568$2.26MQ3 2026Oct 01, 2026
First Financial Bank - Trust DivisionSell-400-7.0%5,286$355.96KQ3 2026Oct 01, 2026
Stonebridge Financial Group, LlcBuy+263+2.2%12,477$840.19KQ3 2026Oct 01, 2026
Burkett Financial Services, LlcSell-107-4.8%2,131$143.55KQ3 2026Oct 01, 2026
Roxbury Financial LlcSell-60-1.0%5,663$381.35KQ3 2026Oct 01, 2026
Noble Wealth Management PbcBuy+10+90.9%21$1.41KQ3 2026Oct 01, 2026
Envestnet Asset Management IncSell-3,829,147-100.0%0$0.00Q3 2026Sep 23, 2026
Qrg Capital Management, Inc.Sell-494,560-100.0%0$0.00Q3 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-371,057-100.0%0$0.00Q3 2026Sep 23, 2026
State Street CorpSell-70,192,620-100.0%0$0.00Q3 2026Sep 22, 2026
Security National Bank Of So DakSell-1,785-100.0%0$0.00Q3 2026Sep 18, 2026
Security National Bank Of Sioux City IowaSell-257-100.0%0$0.00Q3 2026Sep 18, 2026
Anchor Investment Management, LlcSell-11,684-100.0%0$0.00Q3 2026Sep 15, 2026
Cherry Tree Wealth Management, LlcSell-1,831-100.0%0$0.00Q3 2026Sep 15, 2026
Smith Chas P & Associates Pa CpasSell-6,784-100.0%0$0.00Q3 2026Sep 11, 2026
Talon Private Wealth, LlcSell-3,093-100.0%0$0.00Q3 2026Sep 11, 2026
Manufacturers Life Insurance Company, TheSell-1,379,243-100.0%0$0.00Q3 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-135,160-100.0%0$0.00Q3 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-14,036-100.0%0$0.00Q3 2026Sep 04, 2026
Allianz Asset Management GmbhSell-5,164,495-100.0%0$0.00Q3 2026Sep 02, 2026
Citadel Advisors LlcSell-2,187,157-100.0%0$0.00Q3 2026Sep 02, 2026
Second Line Capital, LlcSell-7,257-100.0%0$0.00Q3 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-1,088-100.0%0$0.00Q3 2026Sep 02, 2026
Cornerstone Financial Management LlcSell-648-100.0%0$0.00Q3 2026Aug 28, 2026
Corient Private Wealth LlcSell-534,418-100.0%0$0.00Q3 2026Aug 27, 2026
Brown Financial AdvisorsSell-7,283-100.0%0$0.00Q3 2026Aug 26, 2026
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Frequently asked questions about MO activity

  • Which institutional owners are buying MO?

    Institutional owners buying MO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MO activity?

    "Buy" means an investor increased their reported position in MO compared to the prior reporting period. This reflects growing exposure to ALTRIA GROUP INC (MO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MO increasing?

    Institutional interest in MO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.