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Also trades as: PHM7.DE (XETRA) · $vol 0M

MO Institutional Ownership

Altria Group, Inc.
1W: -1.6% 1M: +6.3% 3M: -1.9% YTD: +28.2% 1Y: +13.6% 3Y: +101.2% 5Y: +110.9%
$73.49
-0.12 (-0.17%)
Pre-Market: $73.06 (-0.43, -0.59%)
Weekly Expected Move ±3.3%
$69 $72 $74 $77 $79
NYSE · Consumer Defensive · Tobacco · Tech Score Buy · Power 76 · $122.7B mcap · 1.67B float · 0.503% daily turnover · Short 51% of daily vol
Credit Risk of going bust: lower than 80% of companies Debt: 16.7% of company value Bonds: $635.5M held by 380 funds, 95 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.92 (down 99%), Altria Group, Inc. would be worth roughly what it owes.
Total debt $24.58B against a stock market value of $122.71B.
Distance to default 9.68 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $13.13B (short-term plus half of long-term), stock volatility 26.7%; Altman Z 5.21. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Institutional Ownership — MO

2,679
Institutional Holders
+78 vs prior quarter
0.0%
Ownership
+0.00pp
$80B
Total Invested
221
New Positions
1140
Increased
937
Reduced
106
Closed
0.95
Put/Call Ratio

Ownership Trends

Top Institutional Holders (2781 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 126,073,166 $9.3B +1,325,175 +1.1% 8Q SEC ↗
2 VANGUARD CAPITAL MANAGEMENT LLC 109,032,952 $8.0B +196,910 +0.2% 2Q SEC ↗
3 STATE STREET CORP 70,192,620 $5.2B -1,599,699 -2.2% 46Q SEC ↗
4 CHARLES SCHWAB INVESTMENT MANAGEMENT I 59,122,097 $4.3B +4,841,988 +8.9% 15Q SEC ↗
5 Sixth Street Partners Management Compa NEW 59,122,097 $4.3B — +0.0% 1Q SEC ↗
6 Capital Research Global Investors 58,653,624 $4.3B +32,973,712 +128.4% 75Q SEC ↗
7 GEODE CAPITAL MANAGEMENT, LLC 47,721,870 $3.5B +699,212 +1.5% 92Q SEC ↗
8 VANGUARD PORTFOLIO MANAGEMENT LLC 33,719,478 $2.5B -1,488,710 -4.2% 2Q SEC ↗
9 GQG Partners LLC 25,111,622 $1.8B +1,274,783 +5.3% 7Q SEC ↗
10 MORGAN STANLEY 22,702,935 $1.7B -1,752,794 -7.2% 60Q SEC ↗
11 AMERIPRISE FINANCIAL INC 22,047,402 $1.6B +544,333 +2.5% 16Q SEC ↗
12 Capital World Investors 18,480,673 $1.4B +64,574 +0.4% 75Q SEC ↗
13 NORTHERN TRUST CORP 15,604,968 $1.1B -434,426 -2.7% 94Q SEC ↗
14 BANK OF AMERICA CORP /DE 15,351,862 $1.1B +252,041 +1.7% 15Q SEC ↗
15 GOLDMAN SACHS GROUP INC 13,862,242 $1.0B +749,548 +5.7% 15Q SEC ↗
16 Bank of New York Mellon Corp 12,549,406 $922M -379,736 -2.9% 76Q SEC ↗
17 JPMORGAN CHASE & CO 12,207,565 $897M -848,701 -6.5% 94Q SEC ↗
18 Invesco Ltd. 11,724,425 $862M -3,724 -0.0% 87Q SEC ↗
19 VANGUARD FIDUCIARY TRUST CO 9,376,660 $689M -66,923 -0.7% 2Q SEC ↗
20 UBS Group AG 8,870,398 $652M +1,311,387 +17.3% 47Q SEC ↗
21 Legal & General Group Plc 8,778,401 $645M -1,043,648 -10.6% 27Q SEC ↗
22 ARROWSTREET CAPITAL, LIMITED PARTNERSH 7,082,195 $520M -2,120,045 -23.0% 24Q SEC ↗
23 LSV ASSET MANAGEMENT 6,515,621 $479M +530,886 +8.9% 72Q SEC ↗
24 FIRST TRUST ADVISORS LP 6,379,718 $469M -333,585 -5.0% 64Q SEC ↗
25 Pacer Advisors, Inc. 6,360,931 $467M -633,041 -9.1% 43Q SEC ↗
26 RAYMOND JAMES FINANCIAL INC 6,336,137 $466M +750,018 +13.4% 7Q SEC ↗
27 Nuveen, LLC 6,166,946 $453M -1,625,174 -20.9% 6Q SEC ↗
28 UBS AM, a distinct business unit of UB 6,134,502 $451M +104,588 +1.7% 63Q SEC ↗
29 ROYAL BANK OF CANADA 6,077,187 $447M -1,918,528 -24.0% 87Q SEC ↗
30 FMR LLC 6,010,922 $442M +113,016 +1.9% 94Q SEC ↗
31 AQR CAPITAL MANAGEMENT LLC 5,940,353 $437M +610,528 +11.5% 91Q SEC ↗
32 WELLS FARGO & COMPANY/MN 5,697,294 $419M +378,099 +7.1% 94Q SEC ↗
33 Allianz Asset Management GmbH 5,164,495 $380M +193,151 +3.9% 57Q SEC ↗
34 MARSHALL WACE, LLP 5,006,159 $368M +1,517,876 +43.5% 6Q SEC ↗
35 National Pension Service 4,998,800 $367M +134,828 +2.8% 48Q SEC ↗
36 CANADA PENSION PLAN INVESTMENT BOARD NEW 4,860,917 $357M — +0.0% 1Q SEC ↗
37 PRICE T ROWE ASSOCIATES INC /MD 4,838,426 $356M +195,545 +4.2% 16Q SEC ↗
38 LPL Financial LLC 4,831,984 $355M +225,152 +4.9% 67Q SEC ↗
39 Swiss National Bank 4,713,900 $346M -212,600 -4.3% 53Q SEC ↗
40 DEUTSCHE BANK AG 4,577,251 $336M +573,236 +14.3% 52Q SEC ↗
41 DIMENSIONAL FUND ADVISORS LP 4,246,967 $312M +61,859 +1.5% 94Q SEC ↗
42 Fayez Sarofim & Co 4,106,343 $302M -288,593 -6.6% 51Q SEC ↗
43 Mitsubishi UFJ Asset Management Co., L 4,079,665 $300M +287,648 +7.6% 69Q SEC ↗
44 BARCLAYS PLC 4,044,198 $297M -2,247,664 -35.7% 67Q SEC ↗
45 Swiss Life Asset Management Ltd 3,890,040 $286M -195,152 -4.8% 46Q SEC ↗
46 ENVESTNET ASSET MANAGEMENT INC 3,829,147 $281M +214,108 +5.9% 67Q SEC ↗
47 Vanguard Global Advisers, LLC 3,687,808 $271M -84,563 -2.2% 2Q SEC ↗
48 FRANKLIN RESOURCES INC 3,672,390 $270M -132,483 -3.5% 22Q SEC ↗
49 FEDERATED HERMES, INC. 3,638,830 $267M +1,204,115 +49.5% 94Q SEC ↗
50 HSBC HOLDINGS PLC 3,613,408 $266M -153,705 -4.1% 94Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Capital Research Global Investors +32,973,712 +128.4% 58,653,624
CHARLES SCHWAB INVESTMENT MANAGEMEN +4,841,988 +8.9% 59,122,097
Assenagon Asset Management S.A. +3,511,430 +3691.2% 3,606,561
MARSHALL WACE, LLP +1,517,876 +43.5% 5,006,159
BlackRock, Inc. +1,325,175 +1.1% 126,073,166
UBS Group AG +1,311,387 +17.3% 8,870,398
GQG Partners LLC +1,274,783 +5.3% 25,111,622
FEDERATED HERMES, INC. +1,204,115 +49.5% 3,638,830
RAYMOND JAMES FINANCIAL INC +750,018 +13.4% 6,336,137
GOLDMAN SACHS GROUP INC +749,548 +5.7% 13,862,242
GEODE CAPITAL MANAGEMENT, LLC +699,212 +1.5% 47,721,870
Connor, Clark & Lunn Investment Man +642,279 +1074.9% 702,033
AQR CAPITAL MANAGEMENT LLC +610,528 +11.5% 5,940,353
DEUTSCHE BANK AG +573,236 +14.3% 4,577,251
AMERIPRISE FINANCIAL INC +544,333 +2.5% 22,047,402
LSV ASSET MANAGEMENT +530,886 +8.9% 6,515,621
LAZARD ASSET MANAGEMENT LLC +474,064 +43.6% 1,562,508
NATIONAL BANK OF CANADA /FI +397,686 +50.0% 1,192,953
VANGUARD ASSET MANAGEMENT, Ltd +382,525 +12.5% 3,439,101
WELLS FARGO & COMPANY/MN +378,099 +7.1% 5,697,294
Biggest Decreases (20)
HolderReducedChange %Total Shares
BARCLAYS PLC -2,247,664 -35.7% 4,044,198
Qube Research & Technologies Ltd -2,155,036 -92.5% 174,347
ARROWSTREET CAPITAL, LIMITED PARTNE -2,120,045 -23.0% 7,082,195
ROYAL BANK OF CANADA -1,918,528 -24.0% 6,077,187
SG Americas Securities, LLC -1,850,851 -68.9% 835,151
MILLENNIUM MANAGEMENT LLC -1,764,721 -80.5% 428,401
MORGAN STANLEY -1,752,794 -7.2% 22,702,935
HighTower Advisors, LLC -1,692,559 -54.6% 1,405,083
Nuveen, LLC -1,625,174 -20.9% 6,166,946
STATE STREET CORP -1,599,699 -2.2% 70,192,620
VANGUARD PORTFOLIO MANAGEMENT LLC -1,488,710 -4.2% 33,719,478
HRT FINANCIAL LP -1,403,648 -87.3% 203,338
Legal & General Group Plc -1,043,648 -10.6% 8,778,401
Freestone Grove Partners LP -959,772 -89.8% 109,549
Korea Investment CORP -899,619 -54.7% 743,560
JPMORGAN CHASE & CO -848,701 -6.5% 12,207,565
JANE STREET GROUP, LLC -648,362 -75.7% 208,444
Pacer Advisors, Inc. -633,041 -9.1% 6,360,931
CAPITAL FUND MANAGEMENT S.A. -570,067 -37.7% 940,688
CITIGROUP INC -553,809 -22.1% 1,953,495

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms