Who owns Altria Group (MO)
Which tracked institutional funds hold MO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MO company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MO is one-sided between 2026-Q1 and 2026-Q2: 16 added or opened and 1436 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MO’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp gap the other way — the median holder sizes MO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2465 tracked filers holding MO, 1239 increased or opened the position and 1047 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- ExodusPoint Capital Management, LP$6M
- Schonfeld Strategic Advisors LLC$544K
Full exits 1428
- VANGUARD CAPITAL MANAGEMENT LLC$7.2B
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$3.6B
- GEODE CAPITAL MANAGEMENT, LLC$3.1B
- VANGUARD PORTFOLIO MANAGEMENT LLC$2.3B
- MORGAN STANLEY$1.6B
- GQG Partners LLC$1.6B
Largest adds
- Capital Research Global Investors$2.5B
- BlackRock, Inc.$1.4B
- STATE STREET CORP$312M
- MARSHALL WACE, LLP$130M
- Capital World Investors$114M
- Invesco Ltd.$84M
Largest trims
- MILLENNIUM MANAGEMENT LLC$114M
- TUDOR INVESTMENT CORP ET AL$17M
- D. E. Shaw & Co., Inc.$14M
- CITADEL ADVISORS LLC$14M
- Grantham, Mayo, Van Otterloo & Co. LLC$3M
- BALYASNY ASSET MANAGEMENT L.P.$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 126,073,166 | $9.1B | 12.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 108,836,042 | $7.2B | 9.8% | 2026-Q1 |
| STATE STREET CORP trimmed | 70,192,620 | $5.1B | 7.0% | 2026-Q2 |
| Capital Research Global Investors added | 58,653,624 | $4.2B | 5.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 54,280,109 | $3.6B | 4.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 47,022,658 | $3.1B | 4.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 35,208,188 | $2.3B | 3.2% | 2026-Q1 |
| MORGAN STANLEY added | 24,455,729 | $1.6B | 2.2% | 2026-Q1 |
| GQG Partners LLC trimmed | 23,836,839 | $1.6B | 2.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 21,503,069 | $1.4B | 1.9% | 2026-Q1 |
| Capital World Investors added | 18,480,673 | $1.3B | 1.8% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 16,039,394 | $1.1B | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 15,099,821 | $996M | 1.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 13,056,266 | $875M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 13,112,694 | $865M | 1.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 12,929,142 | $853M | 1.2% | 2026-Q1 |
| Invesco Ltd. added | 11,724,425 | $844M | 1.2% | 2026-Q2 |
| Legal & General Group Plc added | 9,822,049 | $648M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 9,443,583 | $623M | 0.9% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 9,202,240 | $607M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 7,995,715 | $528M | 0.7% | 2026-Q1 |
| Nuveen, LLC added | 7,792,120 | $514M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 7,559,011 | $499M | 0.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 6,713,303 | $443M | 0.6% | 2026-Q1 |
| FMR LLC added | 6,010,922 | $432M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 5,940,353 | $427M | 0.6% | 2026-Q2 |
| BARCLAYS PLC trimmed | 6,291,862 | $415M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 6,029,914 | $398M | 0.5% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 5,984,735 | $395M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 5,586,119 | $369M | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP added | 5,006,159 | $360M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 5,319,195 | $351M | 0.5% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 4,838,426 | $348M | 0.5% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 4,971,344 | $328M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 4,926,500 | $325M | 0.4% | 2026-Q1 |
| National Pension Service trimmed | 4,863,972 | $321M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 4,606,832 | $304M | 0.4% | 2026-Q1 |
| Fayez Sarofim & Co trimmed | 4,394,936 | $290M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 4,185,108 | $276M | 0.4% | 2026-Q1 |
| Swiss Life Asset Management Ltd added | 4,085,192 | $270M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 4,004,015 | $264M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 3,804,873 | $251M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 3,792,017 | $250M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 3,772,371 | $249M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 3,767,113 | $249M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,615,039 | $239M | 0.3% | 2026-Q1 |
| LONDON CO OF VIRGINIA trimmed | 3,592,274 | $237M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 3,399,862 | $224M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 3,333,982 | $220M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 3,097,642 | $204M | 0.3% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 3,056,576 | $202M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 2,764,777 | $182M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,692,454 | $178M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 2,686,002 | $177M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 2,681,957 | $177M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 2,567,951 | $169M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 2,507,304 | $165M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 2,434,715 | $161M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 2,187,157 | $157M | 0.2% | 2026-Q2 |
| Cullen Capital Management, LLC added | 2,374,542 | $157M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 2,339,992 | $154M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 2,329,383 | $154M | 0.2% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 2,266,615 | $150M | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 2,219,178 | $146M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 2,082,826 | $137M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 2,030,400 | $134M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,952,375 | $129M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,781,400 | $128M | 0.2% | 2026-Q2 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,935,764 | $128M | 0.2% | 2026-Q1 |
| Aristotle Capital Management, LLC trimmed | 2,914,232 | $124M | 0.2% | 2026-Q2 |
| Bridgewater Associates, LP added | 1,727,216 | $124M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 1,586,265 | $114M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 1,698,456 | $112M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,688,022 | $111M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 1,671,579 | $110M | 0.2% | 2026-Q1 |
| Korea Investment CORP added | 1,643,179 | $108M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 1,606,986 | $106M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 1,587,260 | $105M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,809,701 | $104M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 1,565,875 | $103M | 0.1% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 1,510,755 | $100M | 0.1% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 1,496,196 | $100M | 0.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 1,503,832 | $99M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 1,485,466 | $98M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,483,182 | $98M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,320,349 | $87M | 0.1% | 2026-Q1 |
| Railway Pension Investments Ltd trimmed | 1,292,400 | $85M | 0.1% | 2026-Q1 |
| Contrarius Group Holdings Ltd added | 1,275,522 | $84M | 0.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 1,203,749 | $79M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,169,295 | $77M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 1,153,891 | $76M | 0.1% | 2026-Q1 |
| Amundi added | 1,140,040 | $75M | 0.1% | 2026-Q1 |
| Ilex Capital Partners (UK) LLP added | 1,138,725 | $75M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 1,106,500 | $73M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 1,088,444 | $72M | 0.1% | 2026-Q1 |
| Freestone Grove Partners LP trimmed | 1,069,321 | $71M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,063,351 | $70M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 160,980,626 | $9.3B | 12.7% | 2025-Q4 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 1,992,500 | $115M | 0.2% | 2025-Q4 stale |
| Zurich Insurance Group Ltd/FI new | 1,456,925 | $87M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.