Altria Group Ownership | Who Owns Altria Group?
Altria Group Ownership Summary
Altria Group is owned by 59.56% institutional investors, 0.12% insiders, and 40.32% retail investors. Vanguard group is the largest institutional shareholder, holding 8.88% of MO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.18% of its assets in Altria Group shares.
MO Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Altria Group | 59.56% | 0.12% | 40.32% |
Sector | Consumer Defensive Stocks | 51.56% | 13.97% | 34.47% |
Industry | Tobacco Stocks | 38.95% | 10.52% | 50.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 156.12M | 8.88% | $7.11B |
Blackrock | 125.50M | 7.14% | $5.72B |
State street | 69.57M | 3.96% | $3.24B |
Capital world investors | 66.87M | 3.80% | $3.05B |
Charles schwab investment management | 56.92M | 3.24% | $2.59B |
Geode capital management | 39.80M | 2.26% | $1.81B |
Morgan stanley | 18.74M | 1.07% | $853.81M |
Arrowstreet capital, limited partnership | 15.93M | 0.91% | $725.79M |
Northern trust | 15.62M | 0.89% | $711.36M |
Bank of new york mellon | 14.10M | 0.80% | $642.15M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Kennon-green & company | 124.08K | 5.19% | $5.65M |
Windle wealth | 148.73K | 4.13% | $6.77M |
Edmp | 92.27K | 3.81% | $4.20M |
Park circle | 86.05K | 3.74% | $3.92M |
Insight folios | 156.41K | 2.92% | $7.12M |
Rnc capital management | 1.10M | 2.77% | $50.03M |
Seneca house advisors | 130.63K | 2.58% | $5.95M |
Benedict financial advisors | 221.21K | 2.56% | $10.08M |
Aua capital management | 92.49K | 2.54% | $4.21M |
Ridgepath capital management | 56.27K | 2.51% | $2.56M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Arrowstreet capital, limited partnership | 15.93M | 0.64% | 3.35M |
Jpmorgan chase | 9.70M | 0.04% | 1.81M |
State street | 69.57M | 0.14% | 1.76M |
Ubs asset management americas | 5.85M | 0.08% | 1.34M |
Aqr capital management | 6.49M | 0.45% | 1.30M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Morgan stanley | 18.74M | 0.07% | -28.10M |
Fmr | 11.66M | 0.03% | -7.89M |
Capital world investors | 66.87M | 0.50% | -3.97M |
Vanguard group | 156.12M | 0.14% | -3.80M |
Bank julius baer & co. ltd, zurich | 180.56K | 0.03% | -1.68M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Mirae asset global etfs | 502.38K | 0.05% | 502.38K | $22.88M |
Corebridge financial | 425.66K | 0.11% | 425.66K | $19.39M |
Churchill management | 245.91K | 0.13% | 245.91K | $11.20M |
Mizuho securities usa | 132.44K | 0.13% | 132.44K | $6.03M |
Mbb public markets i | 122.17K | 0.11% | 122.17K | $5.56M |
Sold Out
Holder | Change |
---|---|
Tfo-tdc | -7.00 |
Newsquare capital | -29.00 |
Winthrop capital management | -30.00 |
Laffer tengler investments | -37.00 |
Mcclarren financial advisors | -45.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 2,015 | 3.02% | 1,014,277,239 | 0.37% | 59 | 1.80% | 919 | 1.55% | 751 | 4.74% |
Jun 30, 2024 | 1,924 | -1.38% | 1,009,310,256 | -3.90% | 57 | 1.61% | 893 | -0.89% | 707 | -3.81% |
Mar 31, 2024 | 1,951 | 0.83% | 1,050,276,269 | 4.03% | 59 | 1.83% | 901 | 13.91% | 735 | -10.47% |
Dec 31, 2023 | 1,935 | 2.60% | 1,009,584,909 | -2.83% | 57 | 1.66% | 791 | -3.42% | 821 | 14.50% |
Sep 30, 2023 | 1,886 | -2.08% | 1,039,031,206 | -0.61% | 58 | 1.70% | 819 | -7.14% | 717 | 2.28% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 53.85M | 3.18% | -181.01K |
Vanguard Institutional 500 Index Trust | 45.23M | 2.67% | 532.41K |
Schwab US Dividend Equity ETF™ | 43.54M | 2.57% | 52.98K |
Fidelity 500 Index | 20.97M | 1.24% | -186.12K |
SPDR® S&P 500® ETF Trust | 20.93M | 1.23% | -116.46K |
American Funds Washington Mutual A | 21.01M | 1.23% | 455.66K |
Capital Group Wash Mutual Invtrs Comp | 21.01M | 1.23% | 455.66K |
iShares Core S&P 500 ETF | 19.26M | 1.14% | 59.59K |
American Funds American Balanced A | 18.04M | 1.06% | -4.53M |
Vanguard Value Index Inv | 14.47M | 0.85% | 44.38K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
May 02, 2024 | Whitaker Charles N. | Sr. VP, Chief HR Off. & CCO | Sell | $988.36K |
Nov 06, 2023 | Davis Robert Matthews | - | Buy | $48.60K |
Nov 06, 2023 | Clarke Ian L.T. | - | Buy | $44.63K |
May 26, 2021 | Strahlman Ellen R | - | Buy | $99.18K |
Nov 16, 2020 | Whitaker Charles N. | Sr. VP, Chief HR Off. & CCO | Sell | $471.29K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q3 | - | - |
2024 Q2 | - | 1 |
2024 Q1 | - | - |
2023 Q4 | 2 | - |
MO Ownership FAQ
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