Altria Group (MO) Ownership

43.38 ↓0.16 (-0.37%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Altria Group (MO), owning a total of 159.7 million shares. Combined, the top 28 institutional holders of MO own 44.58% of the company with a total of 768.2 million shares.

In the latest ownership report on December 31st 2023, the top 28 institutional holders decreased their combined ownership of MO by 6.3 million shares. 12 institutions bought 16,288,555 total additional shares and increased their ownership by an average of 12.82%. However 8 institutions sold 22,608,962 total shares and decreased their ownership by an average of 5.91%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Altria Group decreased by a net total of -6,320,407 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.298%	-0.102%	159,708,869	-163,079	2023-12-31
BlackRock Inc	7.359%	-0.620%	126,395,276	-788,622	2023-12-31
Capital World Investors	4.122%	-19.404%	70,797,651	-17,045,437	2023-12-31
State Street Corporation	4.004%	0.686%	68,767,101	468,715	2023-12-31
Charles Schwab Investment Management Inc	2.562%	-1.019%	44,003,071	-452,993	2023-12-31
Geode Capital Management, LLC	2.232%	1.385%	38,329,934	523,463	2023-12-31
FMR Inc	1.230%	1.907%	21,134,299	395,402	2023-12-31
Morgan Stanley - Brokerage Accounts	1.063%	-0.484%	18,255,471	-88,852	2023-12-31
Goldman Sachs Group Inc	1.041%	55.109%	17,872,640	6,350,028	2023-12-31
Northern Trust Corp	0.965%	-0.203%	16,575,924	-33,644	2023-12-31
Bank of New York Mellon Corp	0.855%	-15.136%	14,690,309	-2,620,189	2023-12-31
Capital Research Global Investors	0.773%	1.860%	13,279,658	242,442	2023-12-31
Bank of America Corp	0.720%	-10.281%	12,358,611	-1,416,146	2023-12-31
Legal & General Group PLC	0.712%	24.866%	12,233,444	2,436,172	2023-12-31
Amvescap Plc.	0.677%	2.738%	11,629,588	309,884	2023-12-31
Arrowstreet Capital Limited Partnership	0.631%	22.999%	10,836,399	2,026,228	2023-12-31
Harris Associates L.P.	0.590%	5.413%	10,140,660	520,678	2023-12-31
Ameriprise Financial Inc	0.582%	8.882%	9,989,195	814,840	2023-12-31
Pacer Advisors, INC.	0.539%	16.966%	9,259,451	1,343,094	2023-12-31
Royal Bank of Canada	0.504%	10.987%	8,663,288	857,609	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.298%	-0.102%	159,708,869	-163,079	2023-12-31
BlackRock Inc	7.359%	-0.620%	126,395,276	-788,622	2023-12-31
Capital World Investors	4.122%	-19.404%	70,797,651	-17,045,437	2023-12-31
State Street Corporation	4.004%	0.686%	68,767,101	468,715	2023-12-31
Charles Schwab Investment Management Inc	2.562%	-1.019%	44,003,071	-452,993	2023-12-31
Geode Capital Management, LLC	2.232%	1.385%	38,329,934	523,463	2023-12-31
FMR Inc	1.230%	1.907%	21,134,299	395,402	2023-12-31
Morgan Stanley - Brokerage Accounts	1.063%	-0.484%	18,255,471	-88,852	2023-12-31
Goldman Sachs Group Inc	1.041%	55.109%	17,872,640	6,350,028	2023-12-31
Northern Trust Corp	0.965%	-0.203%	16,575,924	-33,644	2023-12-31
Bank of New York Mellon Corp	0.855%	-15.136%	14,690,309	-2,620,189	2023-12-31
Capital Research Global Investors	0.773%	1.860%	13,279,658	242,442	2023-12-31
Bank of America Corp	0.720%	-10.281%	12,358,611	-1,416,146	2023-12-31
Legal & General Group PLC	0.712%	24.866%	12,233,444	2,436,172	2023-12-31
GQG Partners LLC	0.682%	0.000%	12,175,572	12,175,572	2022-12-31
Capital Research & Mgmt Co - Division 3	0.674%	-16.253%	11,890,583	-2,307,565	2023-09-30
Amvescap Plc.	0.677%	2.738%	11,629,588	309,884	2023-12-31
Arrowstreet Capital Limited Partnership	0.631%	22.999%	10,836,399	2,026,228	2023-12-31
Harris Associates L.P.	0.590%	5.413%	10,140,660	520,678	2023-12-31
Ameriprise Financial Inc	0.582%	8.882%	9,989,195	814,840	2023-12-31
Pacer Advisors, INC.	0.539%	16.966%	9,259,451	1,343,094	2023-12-31
Fidelity International Ltd	0.511%	33.391%	9,130,668	2,285,608	2022-09-30
Renaissance Technologies Corp	0.490%	132.676%	8,775,416	5,003,900	2022-06-30
Royal Bank of Canada	0.504%	10.987%	8,663,288	857,609	2023-12-31
Fayez Sarofim & Company	0.453%	-17.636%	7,987,350	-1,710,241	2023-09-30
Two Sigma Advisers, LLC	0.445%	308.829%	7,983,200	6,030,500	2022-06-30
JPMorgan Chase & Co	0.431%	-11.741%	7,648,091	-1,017,386	2023-03-31
First Trust Advisors L.P.	0.431%	5.985%	7,641,052	431,495	2023-03-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Altria Group (MO), owning a total of 55.4 million shares. Combined, the top 29 mutual fund holders of MO own 34.34% of the company with a total of 595.6 million shares.

In the latest ownership report on March 31st 2024, the top 29 fund holders increased their combined ownership of MO by 5 million shares. 4 funds bought 5,340,556 total additional shares and increased their ownership by an average of 32.11%. However 6 funds sold 369,716 total shares and decreased their ownership by an average of 0.37%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Altria Group increased by a net total of 4,970,840 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional 500 Index Trust	2.588%	0.639%	44,444,775	282,288	2024-03-31
American Funds American Balanced A	1.362%	0.000%	23,385,640	0	2024-03-31
American Funds Washington Mutual A	1.315%	-0.069%	22,590,707	-15,690	2024-03-31
SPDR® S&P 500 ETF Trust	1.242%	-0.770%	21,326,948	-165,426	2024-03-31
American Funds Fundamental Invs A	0.867%	-0.085%	14,899,279	-12,603	2024-03-31
Vanguard Value Index Inv	0.853%	-0.690%	14,644,377	-101,728	2024-03-31
Consumer Staples Select Sector SPDR® ETF	0.690%	-0.196%	11,845,236	-23,264	2024-03-31
Vanguard Institutional Index I	0.675%	-0.438%	11,599,698	-51,005	2024-03-31
State St S&P 500® Indx SL Cl III	0.499%	0.075%	8,566,226	6,400	2024-03-31
Oakmark Investor	0.496%	6.242%	8,510,000	500,000	2024-03-31
VanEck Morningstar Wide Moat	0.483%	121.483%	8,298,797	4,551,868	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.223%	-0.202%	55,352,946	-112,076	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.125%	1.392%	55,265,966	758,690	2023-03-31
Vanguard Institutional 500 Index Trust	2.588%	0.639%	44,444,775	282,288	2024-03-31
Vanguard 500 Index Investor	2.423%	0.557%	42,990,713	238,011	2023-08-31
Schwab US Dividend Equity ETF™	2.344%	0.141%	40,260,323	56,608	2024-03-29
American Funds Income Fund of Amer A	1.441%	0.000%	25,487,294	0	2023-09-30
American Funds American Balanced A	1.362%	0.000%	23,385,640	0	2024-03-31
Capital Group Wash Mutual Invtrs Comp	1.316%	7.169%	22,606,397	1,512,176	2023-12-31
American Funds Washington Mutual A	1.315%	-0.069%	22,590,707	-15,690	2024-03-31
SPDR® S&P 500 ETF Trust	1.242%	-0.770%	21,326,948	-165,426	2024-03-31
Fidelity 500 Index	1.235%	1.016%	21,212,152	213,437	2024-02-29
Fidelity® 500 Index	1.169%	0.641%	20,679,178	131,600	2023-11-30
iShares Core S&P 500 ETF	1.064%	0.741%	18,280,634	134,400	2024-03-28
Capital Group Investment Co of Amer Comp	0.847%	0.000%	15,034,737	0	2023-06-30
American Funds Invmt Co of Amer A	0.847%	0.000%	15,034,737	0	2023-06-30
Capital Group Fundamental Invtrs Comp	0.868%	0.000%	14,911,882	0	2023-12-31
American Funds Fundamental Invs A	0.867%	-0.085%	14,899,279	-12,603	2024-03-31
Vanguard Value Index Inv	0.853%	-0.690%	14,644,377	-101,728	2024-03-31
iShares Select Dividend ETF	0.712%	0.414%	12,231,949	50,365	2024-03-28
Consumer Staples Select Sector SPDR® ETF	0.690%	-0.196%	11,845,236	-23,264	2024-03-31
Vanguard Institutional Index I	0.675%	-0.438%	11,599,698	-51,005	2024-03-31
American Funds Capital Income Bldr A	0.612%	-25.479%	10,825,867	-3,701,442	2023-09-30
Pacer US Cash Cows 100 ETF	0.599%	0.180%	10,292,043	18,536	2024-03-28
iShares Core High Dividend ETF	0.512%	0.009%	8,786,827	750	2024-03-28
State St S&P 500® Indx SL Cl III	0.499%	0.075%	8,566,226	6,400	2024-03-31
Oakmark Investor	0.496%	6.242%	8,510,000	500,000	2024-03-31
VanEck Morningstar Wide Moat	0.483%	121.483%	8,298,797	4,551,868	2024-03-31
VanEck Morningstar Wide Moat ETF	0.483%	0.089%	8,298,797	7,395	2024-03-29
Vanguard High Dividend Yield ETF	0.452%	0.154%	7,975,721	12,295	2024-02-29