| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 59.1M | $4.25B | +8.9% | 3.540% | 0.57% |
| 5 | Capital Research Global Investors | 58.7M | $4.22B | +128.4% | 3.512% | 0.59% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 47.7M | $3.44B | +1.5% | 2.858% | 0.18% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 33.7M | $2.43B | -4.2% | 2.019% | 0.11% |
| 8 | GQG Partners LLC | 25.1M | $1.81B | +5.3% | 1.504% | 3.36% |
| 9 | MORGAN STANLEY | 22.7M | $1.63B | -7.2% | 1.359% | 0.09% |
| 10 | AMERIPRISE FINANCIAL INC | 22.0M | $1.59B | +2.5% | 1.320% | 0.32% |
| 11 | Capital World Investors | 18.5M | $1.33B | +0.4% | 1.107% | 0.16% |
| 12 | PeakShares LLC | 18K | $1.28B | +8.1% | 0.001% | 0.95% |
| 13 | NORTHERN TRUST CORP | 15.6M | $1.12B | -2.7% | 0.934% | 0.13% |
| 14 | BANK OF AMERICA CORP /DE/ | 15.4M | $1.10B | +1.7% | 0.919% | 0.07% |
| 15 | GOLDMAN SACHS GROUP INC | 13.9M | $1.00B | +1.6% | 0.834% | 0.09% |
| 16 | JPMORGAN CHASE & CO | 12.2M | $904.0M | -6.5% | 0.731% | 0.05% |
| 17 | Bank of New York Mellon Corp | 12.5M | $902.9M | -2.9% | 0.751% | 0.15% |
| 18 | Invesco Ltd. | 11.7M | $843.6M | -0.0% | 0.702% | 0.07% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 9.4M | $674.7M | -0.7% | 0.561% | 0.15% |
| 20 | UBS Group AG | 8.9M | $641.8M | +14.0% | 0.534% | 0.08% |
| 21 | Legal & General Group Plc | 8.8M | $631.6M | -10.6% | 0.526% | 0.13% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.9M | $571.7M | -1.8% | 0.476% | 0.04% |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7.1M | $509.6M | -23.0% | 0.424% | 0.23% |
| 24 | ROYAL BANK OF CANADA | 6.9M | $496.3M | -17.8% | 0.413% | 0.07% |
| 25 | CITADEL ADVISORS LLC | 6.4M | $460.1M | -4.8% | 0.383% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MO — a direct measure of their conviction.
| 63.21% |
| +2.09 pp |
| $61.23B |
| +19% |
| Q4 2024 | 2,061 | +8.6% | 61.12% | +0.30 pp | $51.53B | +3.3% |
| Q3 2024 | 1,897 | — | 60.82% | — | $49.88B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
174 institutions opened new positions in MO during Q2 2026, while 112 fully exited. 1,992 added to existing positions and 297 trimmed.
MO institutional ownership rose by 1.97 percentage points quarter-over-quarter, with a net change of +96 holders.
The top 10 institutions account for 53.3% of all reported 13F value in MO, and the top 25 account for 69.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Altria Group, Inc. (MO) Institutional Ownership