Altria Group (MO) Ownership

44.14 ↓0.15 (-0.34%)

As of January 27, 2023, 3:58pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Altria Group (MO), owning a total of 159.1 million shares. Combined, the top 23 institutional holders of MO own 41.93% of the company with a total of 751.4 million shares.

In the latest ownership report on September 30th 2022, the top 23 institutional holders decreased their combined ownership of MO by 7.5 million shares. 11 institutions bought 11,268,502 total additional shares and increased their ownership by an average of 6.53%. However 9 institutions sold 18,806,188 total shares and decreased their ownership by an average of 5.12%.

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 -7,537,686 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	8.879%	0.808%	159,134,691	1,275,790	2022-09-30
BlackRock Inc	7.383%	-5.923%	132,310,527	-8,329,996	2022-09-30
Capital World Investors	4.401%	-7.722%	78,880,387	-6,600,739	2022-09-30
State Street Corporation	3.994%	0.722%	71,579,128	513,208	2022-09-30
Charles Schwab Investment Management Inc	2.263%	6.813%	40,549,681	2,586,377	2022-09-30
Geode Capital Management, LLC	1.951%	1.455%	34,965,261	501,482	2022-09-30
Bank of New York Mellon Corp	1.368%	5.112%	24,517,169	1,192,266	2022-09-30
FMR Inc	1.364%	-0.331%	24,448,035	-81,190	2022-09-30
Capital Research Global Investors	1.151%	4.899%	20,631,546	963,471	2022-09-30
Capital Research & Mgmt Co - Division 3	1.144%	-2.263%	20,504,200	-474,750	2022-09-30
Northern Trust Corp	0.992%	-2.422%	17,779,300	-441,221	2022-09-30
Bank of America Corp	0.931%	3.988%	16,684,217	639,847	2022-09-30
Morgan Stanley - Brokerage Accounts	0.869%	0.652%	15,573,948	100,884	2022-09-30
Fayez Sarofim & Company	0.708%	-1.269%	12,688,451	-163,042	2022-09-30
Legal & General Group PLC	0.594%	-6.976%	10,645,281	-798,327	2022-09-30
Arrowstreet Capital Limited Partnership	0.529%	6.886%	9,476,853	610,522	2022-09-30
Amvescap Plc.	0.512%	-10.419%	9,178,777	-1,067,532	2022-09-30
Fidelity International Ltd	0.510%	33.391%	9,130,668	2,285,608	2022-09-30
JPMorgan Chase & Co	0.501%	7.154%	8,972,343	599,047	2022-09-30
Royal Bank of Canada	0.493%	-8.771%	8,835,236	-849,391	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.879%	0.808%	159,134,691	1,275,790	2022-09-30
BlackRock Inc	7.383%	-5.923%	132,310,527	-8,329,996	2022-09-30
Capital World Investors	4.401%	-7.722%	78,880,387	-6,600,739	2022-09-30
State Street Corporation	3.994%	0.722%	71,579,128	513,208	2022-09-30
Charles Schwab Investment Management Inc	2.263%	6.813%	40,549,681	2,586,377	2022-09-30
Geode Capital Management, LLC	1.951%	1.455%	34,965,261	501,482	2022-09-30
Bank of New York Mellon Corp	1.368%	5.112%	24,517,169	1,192,266	2022-09-30
FMR Inc	1.364%	-0.331%	24,448,035	-81,190	2022-09-30
Capital Research Global Investors	1.151%	4.899%	20,631,546	963,471	2022-09-30
Capital Research & Mgmt Co - Division 3	1.144%	-2.263%	20,504,200	-474,750	2022-09-30
Northern Trust Corp	0.992%	-2.422%	17,779,300	-441,221	2022-09-30
Bank of America Corp	0.931%	3.988%	16,684,217	639,847	2022-09-30
Morgan Stanley - Brokerage Accounts	0.869%	0.652%	15,573,948	100,884	2022-09-30
Fayez Sarofim & Company	0.708%	-1.269%	12,688,451	-163,042	2022-09-30
Legal & General Group PLC	0.594%	-6.976%	10,645,281	-798,327	2022-09-30
Arrowstreet Capital Limited Partnership	0.529%	6.886%	9,476,853	610,522	2022-09-30
Amvescap Plc.	0.512%	-10.419%	9,178,777	-1,067,532	2022-09-30
Fidelity International Ltd	0.510%	33.391%	9,130,668	2,285,608	2022-09-30
JPMorgan Chase & Co	0.501%	7.154%	8,972,343	599,047	2022-09-30
Royal Bank of Canada	0.493%	-8.771%	8,835,236	-849,391	2022-09-30
Renaissance Technologies Corp	0.490%	132.676%	8,775,416	5,003,900	2022-06-30
Ameriprise Financial Inc	0.457%	0.498%	8,187,405	40,579	2022-06-30
Two Sigma Advisers, LLC	0.445%	308.829%	7,983,200	6,030,500	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Altria Group (MO), owning a total of 54.3 million shares. Combined, the top 20 mutual fund holders of MO own 24.52% of the company with a total of 439.4 million shares.

In the latest ownership report on December 31st 2022, the top 20 fund holders increased their combined ownership of MO by 98 thousand shares. 1 funds bought 26,260 total additional shares and increased their ownership by an average of 0.32%. However 2 funds sold 124,172 total shares and decreased their ownership by an average of 0.32%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Altria Group decreased by a net total of -97,912 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500 ETF Trust	1.105%	-0.573%	19,802,017	-114,062	2022-12-31
Consumer Staples Select Sector SPDR® ETF	0.871%	-0.065%	15,608,615	-10,110	2022-12-31
State St S&P 500® Indx SL Cl III	0.458%	0.321%	8,212,383	26,260	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.027%	0.365%	54,253,454	197,261	2022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.000%	0.706%	53,766,261	377,144	2022-09-30
Vanguard 500 Index Investor	2.302%	0.120%	41,258,638	49,508	2022-11-30
American Funds American Balanced A	1.686%	3.569%	30,220,972	1,041,455	2022-09-30
Schwab US Dividend Equity ETF™	1.570%	0.195%	28,142,216	54,700	2022-12-30
American Funds Income Fund of Amer A	1.421%	-18.032%	25,459,182	-5,600,618	2022-09-30
Capital Group Fundamental Invtrs Comp	1.396%	-0.926%	25,024,938	-233,981	2022-09-30
American Funds Fundamental Invs A	1.396%	-0.926%	25,024,938	-233,981	2022-09-30
SPDR® S&P 500 ETF Trust	1.105%	-0.573%	19,802,017	-114,062	2022-12-31
Fidelity® 500 Index	1.090%	-0.073%	19,527,537	-14,173	2022-11-30
iShares Core S&P 500 ETF	0.898%	-0.020%	16,097,718	-3,204	2022-12-30
Consumer Staples Select Sector SPDR® ETF	0.871%	-0.065%	15,608,615	-10,110	2022-12-31
Vanguard Value Index Inv	0.861%	-3.327%	15,429,403	-531,043	2022-11-30
American Funds Capital Income Bldr A	0.824%	6.739%	14,762,482	932,000	2022-09-30
Vanguard Institutional Index I	0.712%	-1.113%	12,754,584	-143,583	2022-11-30
iShares Select Dividend ETF	0.629%	0.105%	11,270,764	11,828	2022-12-30
State St S&P 500® Indx SL Cl III	0.458%	0.321%	8,212,383	26,260	2022-12-31
Vanguard High Dividend Yield ETF	0.443%	0.427%	7,940,771	33,796	2022-11-30
Capital Group Investment Co of Amer Comp	0.414%	0.000%	7,414,233	0	2022-09-30
American Funds Invmt Co of Amer A	0.414%	0.000%	7,414,233	0	2022-09-30