Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 124.7M | $8.23B | -3.9% | 7.462% | 0.14% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 108.8M | $7.18B | — | 6.510% | 0.18% |
| 3 | STATE STREET CORP | 71.8M | $4.81B | -1.4% | 4.294% | 0.17% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 54.3M | $3.58B | -17.2% | 3.247% | 0.55% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 47.0M | $3.11B | +2.3% | 2.813% | 0.19% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 35.2M | $2.32B | — | 2.106% | 0.12% |
| 7 | Capital Research Global Investors | 25.7M | $1.69B | +111.4% | 1.536% | 0.26% |
| 8 | MORGAN STANLEY | 24.5M | $1.61B | +9.6% | 1.463% | 0.10% |
| 9 | GQG Partners LLC | 23.8M | $1.57B | -4.9% | 1.426% | 2.49% |
| 10 | AMERIPRISE FINANCIAL INC | 21.5M | $1.42B | -1.4% | 1.286% | 0.33% |
| 11 | Capital World Investors | 18.4M | $1.22B | -0.1% | 1.102% | 0.17% |
| 12 | NORTHERN TRUST CORP | 16.0M | $1.06B | -2.0% | 0.959% | 0.14% |
| 13 | BANK OF AMERICA CORP /DE/ | 15.1M | $996.4M | -5.2% | 0.903% | 0.07% |
| 14 | GOLDMAN SACHS GROUP INC | 13.7M | $904.7M | +43.7% | 0.820% | 0.10% |
| 15 | Bank of New York Mellon Corp | 12.9M | $853.2M | +1.0% | 0.773% | 0.16% |
| 16 | Invesco Ltd. | 11.7M | $773.9M | -1.6% | 0.702% | 0.12% |
| 17 | Legal & General Group Plc | 9.8M | $648.2M | +8.7% | 0.588% | 0.15% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 9.4M | $623.2M | — | 0.565% | 0.16% |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9.2M | $607.3M | -23.1% | 0.550% | 0.33% |
| 20 | ROYAL BANK OF CANADA | 8.4M | $554.0M | -17.5% | 0.502% | 0.10% |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.1M | $534.2M | +4.3% | 0.484% | 0.06% |
| 22 | UBS Group AG | 7.8M | $516.3M | -13.4% | 0.468% | 0.08% |
| 23 | Nuveen, LLC | 7.8M | $514.2M | +32.5% | 0.466% | 0.14% |
| 24 | CITADEL ADVISORS LLC | 6.7M | $443.1M | — | 0.402% | 0.21% |
| 25 | FIRST TRUST ADVISORS LP | 6.7M | $443.0M | +0.6% | 0.402% | 0.32% |
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.
Filings activity in MO during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,419 | +5.0% | 55.20% | +4.08 pp | $66.40B | +8.0% |
| Q4 2025 | 2,304 | +1.6% | 51.12% | 4.55 pp | $61.48B | 8.2% |
| Q3 2025 | 2,267 | +3.4% | 55.67% | +5.97 pp | $66.96B | +12% |
| Q2 2025 | 2,193 | +1.6% | 49.70% | 1.21 pp | $59.78B | 2.4% |
| Q1 2025 | 2,158 | +4.7% | 50.91% | +8.06 pp | $61.23B | +19% |
| Q4 2024 | 2,061 | +8.6% | 42.85% | +1.38 pp | $51.53B | +3.3% |
| Q3 2024 | 1,897 | +3.6% | 41.47% | +2.05 pp | $49.88B | +5.2% |
| Q2 2024 | 1,831 | — | 39.42% | — | $47.42B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MO stock.
Based on Q1 2026 13F filings, institutional ownership of Altria Group, Inc. stands at 55.2%, held across 2,419 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MO, with approximately 124,747,991 shares worth $8.23B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of MO, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for MO is 77 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
291 institutions opened new positions in MO during Q1 2026, while 176 fully exited. 1,835 added to existing positions and 284 trimmed.
MO institutional ownership rose by 4.08 percentage points quarter-over-quarter, with a net change of +115 holders.
The top 10 institutions account for 53.5% of all reported 13F value in MO, and the top 25 account for 69.6%.
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